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Key Features
Other Features
Key Features
Release 18.4 includes a number of new features which significantly enhance the functionality of AssignmentPro.
Service Authorization
Clients now have the ability to create and send Service Orders upon initiation in AssignmentPro. This new automation reduces the manual work necessary to order services from integrated vendors.
Vendor Invoicing
Clients can now receive vendor invoices directly in AssignmentPro, helping to facilitate reporting and assignment cost analysis. By integrating financial details with assignment and service data, clients can streamline processes and improve their auditing process, helping to better manage and track assignment costs.
Other Features
Authorizations
Fixed an issue in which duplicate dependent entries were created by Authorizations using multiple scenarios.
Fixed an issue in which Authorization Override Profiles were not correctly applied after changing the selected Policy.
Fixed an error that sometimes occurred when Authorization Override Profiles were assigned to a Policy on the Assignment Policies page.
Previously, Authorization Additional Resource #10 was not displaying the correct resources in its choice list. This has been fixed.
Added the “Benefit Set Line Item Help” page to the system default Portal Page Configuration Template for easier configuration of Core Flex Authorizations.
Added messaging to the Policy step to better inform users when Policy Availability Rules result in no available Policy.
Authorizations that use a Core Flex Policy can now be used with client configurations that do not have a defined Tax License Agreement.
When Authorizing a Core Flex Policy with Exceptions, users now see details about the Exception approvers.
Authorization Templates have been enhanced to support Authorization User Pages in the “Required For Process” setting.
The user experience for Authorization User Pages has been enhanced to display helpful messaging when Override Profiles result in hiding all fields on a User Page.
Fixed an issue in which custom Authorization Approval pages would sometimes display an unexpected error and prevent approvals.
Fixed an issue in which Core Flex Policies would sometimes show an incorrect list of Benefits when multiple users were creating Authorizations at the same time.
The Assignment Package step of Authorizations using a Core Flex Policy now has [Close] and [Previous] buttons to facilitate easier navigation.
For Authorizations using Templates that have Policy Availability Rules enabled, when the rule evaluation results in no available policies, the Policy step of the Authorization now shows an informative message to the user by default. Additionally, that message’s contents and color is now configurable on the Policy Availability Rules configuration page.
When creating or editing an Authorization, the Authorization page now opens in a full browser tab/window instead of a popup.
Fixed an issue in which documents were not being properly copied to Assignment-level User Tables from Authorization-level User Tables, and vice-versa.
Approval Routing
Fixed an issue where emails were not getting sent to approvers when Approval Rulesets were configured to use Assignment-based Resource Roles.
Core Flex Policies
Fixed an issue where incorrect messaging displayed on the Assignment Package step when previous steps were not complete.
Fixed an issue where Scenarios were not being fully deleted if Exceptions had been routed for approval.
Fixed an issue where specific rounding conditions for Minimum and Maximum Benefit Choice Amount calculations would cause the screen to incorrectly trigger an Exception.
Authorization Scenarios have been enhanced so that cancelling any one scenario automatically cancels all scenarios in that Authorization.
Fixed an issue where a newly-created Authorization scenario would sometimes contain incorrect data.
Added a Display Name field to Benefit Set Line Items, which describes the line item name for the authorizing user. Additionally, Benefit Set Line Item Description fields must now be unique and are used to describe the line item on configuration pages.
Compensation Calculations
Added the ability to exclude additional city-level income tax for New York and Ohio residents from Hypothetical Tax calculations in Compensation Calculations.
Compensation Worksheets
Fixed an issue where Compensation Worksheet Reports were blank when published to the Mobile Employee Experience (MEE) via the Compensation Worksheet Report Batch.
Currencies
The new currency code for the Sao Tome and Principe Dobra (STN) has been added to the list of available currencies. This currency will not be automatically associated with San Tome and Principe; to do this, update the Currency for San Tome and Principe in the Edit Country configuration screen.
Hierarchical Field Configuration
Previously, on the Hierarchical Lookup Maintenance Configuration Screen, if the Hierarchical Lookup Group Entries grid spanned multiple pages, the Parent Hierarchical Lookup Group Entry fields were not displaying their correct values when the page changed via pagination. This has been fixed.
When adding a Hierarchical field to a User Page, and that field requires a Parent, an error will now display if its Parent field is in a different Page Section.
Updated the grid on the Hierarchical Lookup Maintenance screen to display “No” in the Inactive column when the value is NULL in the database. Previously, it displayed nothing.
HRIS Integration
Enhanced the New Authorization page to display a visual indicator when the system is waiting for data to be returned from the HRIS system to AssignmentPro.
Import Data
Enhanced the Employee Assignment Flexible Header Import validation rules to increase performance when importing Hierarchical or Company Segment data.
Mobile Employee Experience
Fixed an issue where User Table documents were unable to be downloaded from the Mobile Employee Experience.
Fixed an issue where Compensation Worksheet Reports were blank when published to the MEE via the Compensation Worksheet Report Batch.
Portal
Added the “Benefit Set Line Item Help” page to the system default Portal Page Configuration Template for easier configuration of Core Flex Authorizations.
Security Updates
As a standard process, Equus fixes vulnerabilities found through testing and analysis. For this release, a few enhancements have been made to address findings.
User Reports
Fixed an issue in User Reports where editing a report would sometimes result in previously-selected fields not loading properly onto the screen and not saving.
Fixed an issue where Benefit Set records would appear in the results of User Reports using the Cost Estimate Inclusive (view) or What-If Cost Estimate Data Sources.
User Tables
The sum of the number of characters in the User Table Physical Name and the User Table Field Physical Name is now limited to 90 in order to address issues caused by exceptionally long physical names.
Vendor Integration
Provided the ability to automatically create and optionally send Service Orders when Assignment Services are authorized, which reduces the manual work necessary to order services from integrated Vendors. To use this feature, identify a Service Type on Service Order Settings as <Auto-Create> or <Auto-Create & Send>, associate that Service Type with a Service, and then authorize the Service for an Assignment. A Service Order will be created or sent to the preferred Vendor for that Service Type.
AssignmentPro now allows receipt of invoices from Vendors using the Equus Hub API. Saved in AssignmentPro as Multi-Move Vouchers, this feature centralizes invoice and assignment data, which facilitates reporting and analysis. As part of this, defaulting, validation, and status update functionality was introduced to ensure the Voucher saves correctly in AssignmentPro, as well as allows mobility users to identify when a Vendor has submitted the Voucher for approval.
Update Value(s) Event Definitions now support the configuration and transmittal of an Integration Push Script when Trigger Fields change, allowing for additional information to be sent to Vendors when there is a change made to AssignmentPro data.
Added functionality to Order Service Order Events which allows users to specify required fields as part of an Event Definition. If a field designated as required does not contain a value when the Service Order is sent, the system will not allow the Service Order to be ordered, and will alert users about which required fields are missing information.
Added functionality for APro to APro Integration to correctly interpret lookup values that can be configured at the Company level, allowing lookups with the same value, but associated with different Companies (such as Assignment Policies), to be used in integrations.
Adjusted processing priorities to allow the sending of new Service Orders to be processed before other integration processes, such as ongoing data updates. This allows Service Orders to be transferred to their vendors as soon as possible, instead of having to wait for large processes to finish.