Release Highlights
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Release Webinar Recording
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Key Features
Other Features
Key Features
Release 19.3 includes a number of new features which significantly enhance the functionality of AssignmentPro.
New Help Center & ‘Introduction to AssignmentPro’ Course
The next stop on our help center journey brings the opening of the (nearly) full help center, accessible from the help widget.
In the help center you will find searchable and cross-referenced copies of all AssignmentPro user manuals.
A new ‘Introduction to AssignmentPro’ course is also available.
All help videos and webinars are also uploaded and now viewable via web links, ensuring availability to all users.
Automatically Move Money Amounts
New automation allows you to automatically create entries in the Compensation Data Repository (CDR). Values in the CDR can be easily sent to cost estimates, compensation calculations and compensation worksheets, plus used in reports and widgets.
This means that money values from approved exceptions, core/flex, employee elections and others can be automatically saved to the CDR.
Payroll Reporting Enhancements
An enhancement to payroll reporting means you can now run excel merge documents as payroll production reports. This adds a new level of functionality to payroll reporting, with the ability to easily create a payroll report with multiple tabs, conditional formatting, sub totals and grand totals.
Coming Soon: New Landing Experience
The first version of the new landing experience will be available in the July release, version 19.4.
The new landing experience will provide internal, HR, and business partner users with a flexible and interactive way to view and manage their data and tasks. Key to the experience will be the ability for users to perform the vast majority of their work from the landing page, rather than needing to navigate into individual records.
If you would like to provide input and feedback on the development of the new landing experience, please contact [email protected] to be part of the preview team.
Advance Warning – Field Removal in 19.4 Release (25 July 2019)
(We previously advertised the demise of these fields in release 19.3, but the work was postponed to the 19.4 release.)
In the 19.4 release the following credit card and race fields will be removed from AssignmentPro.
ASSIGNMENT!CC_NUMBER
ASSIGNMENT!CC_YEAR
ASSIGNMENT!CC_MONTH
EMPLOYEE!RACE
AUTH_STAGE_EMPLOYEE!RACE
All data in the fields will be removed. Please contact your Equus representative with any questions or concerns regarding the removal of these fields.
Other Features
Assignment Details
Added the ability to validate assignment end dates, to ensure end dates are after the assignment start date.
Validation is shipped turned off (i.e. no change to current use) and can be turned on via system preference.
When the preference is enabled, none of the end dates (scheduled, extended or actual) can be before either of the start dates (effective, start date). Additionally, none of the end dates can be equal to the start dates.
Authorizations
Fixed an issue where the Relocation tab was not being properly validated when it was flagged as ‘Required For Process’ as part of Authorization Configuration.
Fixed an issue where specific language settings could cause Core Flex benefit costs to not calculate.
A selected Policy no longer gets reset when making changes to earlier steps in the Authorization if the Authorization template is not configured to use Policy Availability rules.
Automation
Enhanced the Automation section of Quick Workflow to allow creating entries in the Compensation Data Repository by using a User Report to gather information from anywhere in the system and define the CDR entry values.
Election Set Choices can now automatically authorize a service when an Election Set is submitted.
Checklists
Added Policy Fields to the list of available pages for Checklist Tasks.
Company Segment Security
Fixed an issue on the Company Segment Security or Special Security Group Security tabs where (in cases with a high volume of data) the pages were taking a long time to load.
Compensation
Payroll reports now support Excel Merge Documents, allowing for a greater variety of reporting.
Production Reports have been enhanced with a new option to collate Compensation Reports into one PDF, allowing for the a merge document to be run for every employee in a payroll batch. (For example to create one PDF file with a pay statement for every employee).
Cost Estimates
Added enhanced logging to the Assignment Package process for troubleshooting.
Documents
Updated Excel document support to the latest version of Microsoft Office.
Ecosystem Dashboard
Added a standard dashboard to display recent vendor integration activity, along with program wide details, this includes:
Recent service order successes and failures with detail reports
Integrated Service Request by Type, last 7 days
All Service Requests by Vendor, last 90 days
Preferred Service Vendors with integration statuses
Service Order Transactions, last 7 Days
The dashboard provides added visibility into recent vendor service order activity while also showing program wide trends.
Vendor Integration Orders (View): added the ability to easily report on service order status, vendor, service type and the most recent note/communication for that order.
Election Sets
Enhanced Elections with an Additional Information section that can contain unlimited text to further describe the choice to the employee. This information is reviewable to Internal Users before publishing to the employee.
The remaining budget amount of a submitted Election Set is now saved in the system to allow for reporting on the amount and payout of the amount to the employee.
Added a Copy button to Election Set and Election pages to allow for easy duplication of templates.
Added “Service to Authorize” field to Election Choices to allow for automating the Authorization of services when an Election Set is submitted.
Fixed an issue where changes to an Election Set template currency were not immediately reflected in recreated Election Sets.
Fixed an issue where Elections could be skipped on the Mobile Employee Experience if multiple Elections in the set have the same sequence value. Sequence values are now required to be unique.
Enhanced Online Help
Fixed an issue where the enhanced help widget was failing to authenticate.
E-Signatures
Previously, single sign-on (SSO) users were being prompted for their usernames and passwords when opening a document in DocuSign; this has been fixed to allow SSO access directly.
Imports
Fixed an issue with the Employee/Assignment Flexible Header Import when moving an assignment from one employee to another. Previously, the security rights were not updated.
Mobile Employee Experience
Fixed user interface issues on Document pages when using Internet Explorer.
Added a new user report to back the Health Insurance Benefits & Services card on the MEE.
Note Communications
Updated Note Communications so all information loads when the user opens the communication. Previously, all Note Communications loaded with the page load.
Quick Workflows (Ecosystem)
Ecosystem - Service Order Failure: Added a service order failure Quick Workflow to be used to better track vendor integration failures. This QWF is set to inactive by default.
Resources
Corrected metadata errors for the following fields:
RESOURCE_ASSIGNMENT!RESOURCE_ROLE_METADATA_ID
SURVEY_SECTION!RESOURCE_ROLE_METADATA
RESOURCE_COMPANY!RESOURCE_ROLE_METADATA_ID
CHECKLIST_TEMPLATE_ITEM_DEFINITION!AUTO_ASSIGN_RESOURCE_ROLE_METADATA_ID
CHECKLIST_ITEM!AUTO_ASSIGN_RESOURCE_ROLE_METADATA_ID
Updated the Resource type drop-down to a type ahead which will always display the first 1000 results. If more than 1000 results exist, a message will appear alerting the user to type ahead to refine the result set.
Security Updates
As a standard process, Equus fixes vulnerabilities found through testing and analysis.
Single Sign-On
Enhanced Single Sign On to optionally create an AssignmentPro user account automatically the first time a user connects. Internal and External Client user types are now supported.
Tax Service Eligibility Rule
Updated the Tax Service Eligibility Rule Details *Field drop down to include Pay Register Line table.
Updated the Tax Service Eligibility Rule Details *Field drop down to include Account ID field under Comp Accumulator table.
User Reports (Ecosystem)
Ecosystem - Web API Sender Batch: Added a report to show data sent to Vendor via Vendor Integration.
Ecosystem - Integrated Vendor Activity Log: Added a report to show details on incoming/outgoing vendor integration events.
Ecosystem - Log Event: Added a report to better show details on vendor integration errors.
Ecosystem - Historic Service Order Report: Added a report to return Service Orders created after a specific day for any given Vendor. This will be used to better identify and create historic Service Order records as part of vendor integrations.
Equus - Lookup Values Audit Report: Added a report that returns AssignmentPro fields that are associated with Lookup groups. This will be used as part of vendor integration to better identify any custom lookup values used in AssignmentPro instances.
Equus - Company Segment Audit: Added a report that returns Company Segment Levels and Lookups.
Ecosystem - Vendor Integration Status (Last 7 Days): Added a report that returns Vendor Integration Service Order details for request made within the last 7 days.
Ecosystem Immigration Vendor - Field Names with Lookup Values: Added a report that returns AssignmentPro field names, captions, max character length and possible lookup values for tables included in the standard vendor integration Immigration data set.
Ecosystem Relocation Services Vendor - Field Names with Lookup Values: Added a report that returns AssignmentPro field names, captions, max character length and possible lookup values for tables included in the standard vendor integration Relocation Services data set.
Ecosystem Tax Services Vendor - Field Names with Lookup Values: Added a report that returns AssignmentPro field names, captions, max character length and possible lookup values for tables included in the standard vendor integration Tax Services data set.
User Reports (General)
Fixed an issue where grand totals could would not calculate when using values from custom calc fields.
Created a view "Assignment Contact 1-10 (View)" to return the first 10 entries from the Assignment Contact screen. The results will be returned in one row per assignee.
Created a view "Merge Document User Report Detail (View)" to return the User Report details for a merge document, regardless if the user report is at the system or company level.
Added a path hint to allow a user report type to path from Note Communication Email Template to User Report bypassing the need to go through Company.
Fixed an issue where running a User Report would show an Access Denied error if the same filter field was used on both the main report and a prerequisite report but with different operators.
The Visa/Work Permits User Report (View) was updated to include the additional fields for entries 1-10: Issuer, Issue Date, Names On Application, Document Type.
The Assignment Dependents (View) has been updated to include dependent passport information fields for all 10 dependent records.
Added Copy button to User Report Type page to allow for easy duplication of Report Types.
Added Select All and Select None buttons to the User Report configuration screen.
Fixed an issue where adding and deleting multiple Prerequisite Reports could lead to temporary cosmetic problems in the user interface.
Enhanced the User Report configuration screen to show warnings when Prerequisite Reports are not correctly configured.
Enhanced the creation of new reports to allow copying an existing report with Prerequisite Reports.
Fixed an issue where a User Report could not be deleted if it had Prerequisite Reports.
Added a reminder to the Prerequisite User Report control stating that only the first row of a Prerequisite Report is used.
Enhanced the User Report Filter Fields control to allow disabling individual filters for easier configuration and debugging.
Updated the behavior of the Filter Field Prompt checkbox so that the checkbox is disabled when making field to field comparisons.
Added a Run button to allow easy execution of Prerequisite Reports, to allow easier debugging.
Vendor Integration
Vendor integration settings have been enhanced to allow users to easily configure overrides to fields used in integration data sets. The Basic Push Script Builder interface has the following enhancements:
When selecting which fields contain the data that will be sent to a Vendor, a user friendly caption that honors DDMO caption overrides will be shown.
Data that will be sent to a Vendor can be previewed in either human-friendly format or raw JSON, to be able to check the setup is correct. The user must have a service order number to use for testing, plus security access to view the output data.
Filters can be applied to data being sent, to remove specific data.
Actual data can optionally be replaced with blank (null) values, so that a field is still sent to a Vendor but no actual data is transmitted.
Added enhanced logging for Apro to Apro integrations.
Previously, a maximum length error would occur when sending updates to AssignmentPro that included files. This has been fixed.
Added the ability to send multiple tax equalization records via vendor integration.
Enhanced data pushes to include the type of event in http headers.
Initiation – Any service order note/communication with a type of ‘order’
Update – When the event definition is set up as “Update Values” Integration Push Event and anything triggered by this type is an update. Any data event updates or a note/communication with a type of follow-up. Updates are the same regardless of the source.
Cancellation – Any service order note/communication with a type of ‘canceled’.
Visas & Work Permits
Added 2 new fields to the screen to support immigration services. These 2 fields have been added to the push script builder, push script, permission set, user report that backs the MEE Benefits & Services Immigration card. Additionally the Estimated Processing Date can be added to the What’s Happening Timeline.
Estimated Processing Date: This date field is used to communicate the expected delivery date for when a document will be processed.
Minimum Salary Level Required: This checkbox appears on the Case Details screen and will be marked as true if income proof is needed by the vendor. This checkbox will conditionally display when the employee is highlighted in the Person(s) field.
Updated a misspelling on the Case Details screen, “Required For” drop-down list. Corrected value “Employee & Dom. Partner”.
Widgets/Dashboards
Fixed an issue on the User Maintenance and Integration Push Script screens where the Workflow Widget would appear after hitting the enter key to search, instead of searching. This issue may persist in certain browsers and a further fix is being researched.
Added a standard dashboard to the System Usage page, Equus Dashboard – Docusign Envelope Use, to display to number of Docusign envelopes that have been used in that site.