Highlights Webinar Release Notes Resources
Highlights
📹 Video: https://player.vimeo.com/video/927601927?h=0cbb1e19d8&badge=0&autopause=0&player_id=0&app_id=58479
AI Assistant
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Your new AI Assistant is now live! No more SQL headaches when report-building, just ask questions in plain English for instant program insights. New capability to search and filter your mobility cases in an easy and flexible way.
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MEE Theme Builder
Customize the Mobile Employee Experience per company with the enhanced theme builder, now offering personalized company logos, alternative text options by company, and custom backgrounds.
Remote Work Request Enhancement
Define your process for each remote work scenario, based on location, day count or both. Plus, easily cater for exceptions with updates to the rules grid and additional warnings for out-of-policy requests.
Webinar
Features
Access Groups
Corrected a scenario where Access Groups security was causing issues with user access
AI Assistant
The AI Assistant is now available to all internal users. The Assistant can report on move related fields including employee details, dependents, policy, projects and initiations. Note, results…
only return active cases by default
can include inactive cases if specified
can display up to 1000 rows of data, formatted as an interactive data table
can be sorted or exported to Excel
can now include links to cases
The Assistant resides at a System Level and can be enabled or disabled using a new System Preference
The Assistant can refer to System terminology overrides if set
Usage tips are available to help users get the most out of the AI Assistant
Users can now provide additional feedback when using the AI Assistant
API
Added a new configuration option to API error handling
Assignment Packages
Resolved a scenario where deleting a document in an existing assignment package with an e-signature merge document fails
Company Segments
Segment levels now will correctly display on records where applicable
Company Settings
A new field ‘Payroll Variance Threshold’ was added to the Company Details screen. This field stores a payroll percentage threshold that can be used to compare and identify Compensation Worksheet line items that are outside of a configured threshold value
Compensation Accumulator
Users can now add, edit and view ‘Where Paid’ details for Compensation Accumulator entries. This field is now supported in:
Compensation Accumulator Simple Format Import
Comp Accum Import by Wage Code (by Pay Source)
Comp Accumulator Simple Format Import by PaySource
Solved an issue with the Approval Status on the Compensation Accumulator
Compensation Calculations
Users with correct security rights will now see Compensation Calculation templates as expected
Compensation Worksheets
Resolved a scenario where Compensation Worksheets failed to process, due to secondary payroll system descriptions exceeding 50 characters
Cost Estimates
The ‘Cost Estimate Calculation Detail’ report will now work when a range of years was provided as a reporting variable
Dashboards
Added a new dashboard ‘Equus Dashboard - Compensation Super User’ to assist with navigating through configuration components for compensation
Mobile Employee Experience
The Mobile Employee Experience theme settings have been enhanced to support both Company and System level themes
Fixed an issue in the Mobile Employee Experience Android app, where Expense Report file attachments were not uploading
Mobility Management
Exceptions:
Users can now configure a new setting allowing exceptions to remote work locations not allowed and set day limit rules that may have been configured.
Note, when any rules are bypassed via this setting, the Remote Work Approval ruleset can route the approval form to a specific contact. Approvers will also receive detailed information about any bypassed rules in the approval form
Travel Confirmation Process:
The Assignment Destination screen includes the following new fields:
Original Start Date
Original End Date
Travel Dates Confirmed
Added a new review screen where employee users that have recently finished a working trip can confirm start and end dates for accurate trip information
Undo functionality has been added to this screen, incase employees accidentally submit incorrect entries
General:
We improved the mobility case creation process. Now, after successfully creating or saving a mobility case, the ‘View/Edit Existing Record’ modal will automatically appear
Enhancements were made when searching for mobility cases within the Mobility Manager widget:
Destination details are now fully displayed for the following mobility types:
Business Trips
Domestic Remote Work
International Remote Work
The search button now works as expected when the language is set to French
Improved the accessibility features of the Remote Work Request form ensuring a more inclusive and user-friendly experience
Mobility records can now be saved as expected when no coordinator is selected
Resolved some issues when Remote Work Requests are submitted, including:
New country rules not being reflected
Issues encountered when the employee’s first and last names exceed a combined length of 50 characters
Corrected a scenario where the date validation on the ‘WHEN’ step of the Remote Work Request form allowed users to proceed to the next step with invalid dates
Resolved an issue where the ‘Total Working Days’ field was not displayed on the Remote Work Request form
Quick Workflows
Quick Workflows have been created to support Mobility Management as below:
‘Send Travel Date Reconfirmation Notification to Employee’ - alerts employees that travel dates need to be reconfirmed
‘Remote Work Confirmed Dates Exceed Approved Dates’ - alerts coordinators that employee travel has exceeded the maximum allowable days configured
‘Send Travel Date Confirmation to Employee’ Quick Workflow - alerts employees that they must confirm the dates of travel 7 days after the completion of a trip
Note, these three Quick Workflows are inactive by default
Solved an issue with certain Quick Workflows not sending Pulse Checks when triggered
Single Sign-On
Improved the interface of the SSO login page. Locked or expired users will no longer be displayed on the page
Stability Enhancements
Enhanced the Business Rules context selector to handle large volumes of data
Resolved an issue where criteria filters resulted in incorrect date values when the browser was set to a non-US language setting
Improved performance of the User Profile Template page to better handle large Company Segment data sets
Enhanced performance of the Company Segment page to manage entries with a large number of lookup values
The following buttons on the Rich Text Editor now work as expected:
Insert an image
Insert an email
Insert a table
Insert a link
System Requirements
From this release onwards, for self-hosted instances the Equus Platform requires a web server running on .NET Framework (Version 4.8) or above
Theme Builder
The Theme Builder now allows only one active theme at the company level and one theme at a system level
User Groups
User profiles now work as expected when configuring defaults and exceptions
User Reports
Added User Report Type validation on User Reports to prevent errors with reporting
Resources