Features

Assignment Packages

A couple issues related to Assignment Packages have been corrected.

Previously in some instances, Assignment Packages could not be created through an Authorization if the user’s browser was set to a culture which formatted dates as DD/MM/YY. This has been corrected.
Previously, some additional calculation inputs for Compensation/Custom Calculation (new) line items were not being saved correctly, producing blank line item results in Assignment Packages. This has been corrected.

Billing Entities

Users now have the ability to display production reports on the Billing Entities Summary and Detail screens.

Compensation Calculations

A couple issues related to Compensation Calculations have been corrected.

Following the 16.4 release, Clicking save on an existing custom calculation version was removing files associated to that version. This has been corrected.
Previously, the Assignment Last Update field was being incorrectly updated when a Compensation Calculation was run on an Assignment. This has been corrected.

Cost Estimates

Previously when Cost Estimates were being calculated within an Assignment Package or What-If Cost Estimate they were failing to calculate correctly if an exchange rate was equal to 1. This has been corrected.

Domestic Gross Up

The Tax Calc Batch and Payroll Report processes were not always correctly filtering out Canadian moves and expenses. This has been corrected.

Import Data

A couple issues related to Imports have been corrected.

The Employee Assignment Flexible Header import was failing in systems that do not have user tables configured. This has been corrected.
The Employee Assignment Flexible Header import was not importing to more than one user table per record. This has been corrected.
When role security was set to not allow deletion of previously run imports for system or company level imports, the delete button was still appearing and allowing those imports to delete. This has been corrected.

PDF Merge Documents

PDF forms can now be filled out using the new data merge capabilities.

Upload a PDF and choose a backing User Report to create a new PDF Merge Document.
The new PDF Inputs page allows the fields from the User Report to be mapped to the fields on the PDF form.
To support governmental forms, which often change very little from version to version, all mapped inputs are retained upon new PDF upload as long as the pdf form field captions match.

Move Management

Pets can now be tracked with more specific information as to each pet. This information can be added and is accessible from both the Move Management and Temporary Living Needs Assessment screens. Inclusion of a pet can now be specifically indicated for a Move Management Shipment.

Important: This release includes changes to the MOVE_MANAGEMENT_PET table. Any custom logic, workflows, or user reports that reference this table might break or cause the update to fail. A script has been provided which will find and list any such references. It is recommended that clients not hosted by Equus run this script, and address any references found, prior to applying this update.

Billing

When creating Quick Workflows, billing entity fields are now available to be included in those options.

Temporary Living

In order to better support delivery of temporary living services, some enhancements have been made. More information can be tracked as relates to the employee’s needs and integration with providers is now available.

In order to provide useful information to vendors providing temporary living services, additional information can be tracked within the Temp Living Needs Assessment screen. The list of new fields includes: Type of Unit, Number of Bathrooms, Washer/Dryer, Internet, Parking, Parking Spaces, Maid Service, Lease Terms, Bill To, whether the stay is based on Days or Nights, Smoking, and budget Max Rate.
In order to provide useful information to assignees regarding their temporary living arrangement, Property Phone Number has been added to the Temporary Living Details screen.
Pets can now be tracked as relates to Temporary Living Needs Assessment and Move Management. Pets can be added from either screen, and can indicate the pet’s inclusion for Temporary Living and/or Move Management Shipment.
A new permission set is available for Temporary Living. Permission sets allow your site to integrate with vendors to reduce multiple data entry efforts and improve service delivery efficiencies. For more information, please see the Vendor Integration-Temporary Living Manual.

Browser Usage Statistics

Internet browser usage statistics have been added to User Reports. Include browser usage data in reports by mining the User Agent String and Log User Agent tables. Additionally, the “Browser Usage Statistics - Last 90 Days” Report was created to analyze data based on which internet browsers clients use, which can be found in the Equus Reports category. Equus uses these statistics to assist in managing the process of when to support and not support browsers based on client usage.

User Tables

Previously, User Table fields that began with a numeric value could not be deleted. This has been corrected so that now user fields that begin with a number can be deleted.

Vendor Integration

Vendor Integration permission sets provide your organization with the ability to send data to and receive data from connected vendors. In this release, a new permission set has been added and the existing permission sets have been updated.

A new permission set for Temporary Living is available. For more information about information supported by and uses of this permission set please see the Vendor Integration-Temporary Living Manual.
Existing Vendor Integration Permission sets for Immigration, Healthcare and Tax have been enhanced to support the sending and receiving of documents via the integration. For more information about what documents can be sent and received as a result of these updates please see the user manual for the relevant permission set.

What-If Cost Estimates

Following the introduction of the feature of What-If Cost Estimates included in version 16.4, some fixes were required.

A Quick Workflow to remind reviewers that a requested What-If Cost Estimate is awaiting review or correction has been added.
The "What-If Cost Estimate is Available” Quick Workflow previously sent an email that contained an incorrect hyperlink. This has been fixed.
Users who were restricted to only being able to view their own What-If Cost Estimates were experiencing difficulty creating a new What-If Cost Estimate. This has been corrected.
Previously on some occasions, a pop-up window would appear before a What-If Cost Estimate started calculating which incorrectly informed users that their What-If Cost Estimate was ready. This has been corrected.
Previously, the selected What-If Cost Estimate report parameters set on the What-If Cost Estimate tab of the Cost Estimate Template screen would be erased if the user clicked the [Save] button on the General Tab of the Cost Estimate Template screen. The report parameters are now retained correctly.
Previously, the Type dropdown list of available What-If Cost Estimate templates on the What-If Cost Estimate request form was not in alphabetical order. It is now alphabetized.
Previously, all calculation inputs backed by Equus stored procedures would fail when run within a What-If Cost Estimate. This has been corrected.
Previously, a What-If Cost Estimate that contained errors would become automatically available to the requestor after correction without the reviewer reposting it. This has been corrected; the reviewer must repost the What-If Cost Estimate in order for the requestor to see it. This is necessary so the requestor does not see the What-If Cost Estimate before it is fully corrected.
Previously, Cost Estimate line items set to calculate on “Last Year Only” weren’t calculating appropriately on What-If Cost Estimates. This has been corrected.
Previously, What-If Cost Estimates were failing when the user’s browser was set to a culture that formats time with dots instead of colons (ex: 10.45 vs. 10:45). This has been corrected.
Previously, the What-If Cost Estimate service failed to execute if a Tax Estimator folder was missing, even if the Cost Estimate did not use tax calculations. This has been corrected.
Previously, spreadsheet calculations with trailing blank spaces in their captions failed to use the configured default values in a What-If Cost Estimate. This has been corrected.
Previously, What-If Cost Estimate line items were failing to calculate if the user entered decimal values in calculation inputs in a format incompatible with their browser’s cultural settings (ex: 0,5 vs. 0.5). This has been corrected.
Previously, some additional calculation inputs for Compensation/Custom Calculation (new) line items were not being saved correctly, producing blank line item results in What-If Cost Estimates. This has been corrected.