Release Highlights
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Release Webinar Recording
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Key Features
Other Features
Key Features
Release 19.5 includes a number of new features which significantly enhance the functionality of AssignmentPro.
Create Your Own Automation
Quick workflows can now update fields.
There are a number of different uses for this new functionality, including:
Updating values when actions occur. For example, recalculating the assignment duration when the extension/end date changes.
Calculating and updating values where lookups are required. For example, deriving a COLA location from a mapping table and saving the location in the assignment screen for reference.
Moving data from A to B. For example, copying grade to a history table each time the field is updated.
Employee Delegates
Employees can now give delegates access to their Mobile Employee Experience (MEE). This allows delegates to view and update details in the MEE, allowing the employee to share the administration of their move.
Employee Expense Budgets
Expense budgets can now be setup, to allow employees to see the total they can claim and their progress. Budgets can be manually allocated to an employee, or they can be automatically generated as a result of an employee election.
New Look Mobile Employee Experience
The Mobile Employee Experience has been refreshed, providing a more modern view to employees.
New Community
A new client community has been created in the help center, to replace the old community.
The community provides a place to request feature enhancements and feedback to Equus on the current features being developed. It can be accessed from the community menu on the homepage
Other Features
Automation
Using the new automation feature, fields can be automatically updated when a quick workflow is triggered.
Quick Workflow now has an Advanced Automation option on the Automation tab. This new Advanced Automation option allows a Quick Workflow to execute a User Report and feed its result into an import.
The output of the User Report should match the format of the import the user is wanting to run, including the use of the Export Options tab, to format the report as a Flat File.
The user report can use filters with prompts that use the Data Type and/or Data Source of the Quick Workflow.
When selecting the User Report for the Advanced Automation feature, the list of user reports will automatically be filtered to those that have the Export Type of Flat File and that meet the prompted filter requirement. A question mark is available to communicate these criteria.
The following eight imports are supported:
Assignment CW Template Import
Comp Accum Import by Wage Code (by Pay Source)*
Comp Accumulator Simple Format Import by Pay Source*
Compensation Accumulator Simple Format Import*
Employee/Assignment Flexible Header Import
Generic CSV Import
Pay Register Data*
Single Move Voucher Flexible Header Import
The records that are updated or created by the import will show as Created By or Last Updated By âQuick Workflowâ.
As a convenience, there is a checkbox setting to Only Import First Row of Data from User Report (TOP 1). Sometimes it is difficult to filter a user report down to the exact one row of data that is desired, but it is much easier to return multiple rows and then sort that one row of data to the top of the report. In these cases, the simpler user report can be used, and this setting tells the system to only import the top row returned by the user report.
To help protect against mistakes, there is a Max Rows To Process feature. It is only available if the Only Import First Row of Data from User Report (TOP 1) feature is not being used. This setting tells the system to error (not execute the import) if too many rows are returned by the user report. For example, if the user expects the user report, and thus the import, to never have more than three rows they can set this value to 3. If the user report ever returns more than 3 rows, the quick workflow will error.
The four imports listed above with an asterisk (*) require input parameters. In these cases, an additional Parameters User Report field will appear. This user report is used to specify the values for the input parameters. A question mark icon is available and it contains the list of required input parameters for the specified import. For example, the Pay Register Data import prompts the user to enter Payroll System, Pay Date, and Pay Register Default Status. The Parameters User Report can be used to specify these values.
If any errors occur during the processing of a Quick Workflow using Advanced Automation, they will be logged to the Advanced Automation Batch Log table. A widget has been provided to help manage these errors. It is named Equus Dashboard â Advanced Automation Error. It provides visibility into any errors that have occurred including the error message, the quick workflow, the date/time the quick workflow was triggered, and the user that triggered the quick workflow.
Checklists
Resolved an issue that was preventing checklists from completing in some circumstances. This also rolls back the workaround that was present in the previous hot fix.
Fixed an issue that was preventing tasks on the Whatâs Happening Timeline from going to the correct page when the checklist task starting conditions were based on an authorization.
Added a view (Checklist Template Audit (view)) allowing a comprehensive audit of all fields in the Checklist Configuration screen.
Enhanced the following six pages to allow links from checklist items on the Tasks and Notifications widget to take the user to the exact item requiring attention:
Tax Equalization Annual Hypothetical True-Up
Tax Equalization Final Gross-up
Relocation Policy Exception Details
Survey Results Popup
Assignment Package Details
Compensation Accumulator Detail
Resolved an issue which could cause a looping condition when an automatically launched checklist was automatically starting checklist items.
Company Projects
Email templates were not merging correctly when generated from the company projects notes/communication screen. This has been resolved.
Employee Delegates
Employees can now create delegates.
Delegates can only be created by employees. For security, internal users cannot add/amend delegates on behalf of employees.
A Delegate will have the same user experience as the employee and will be able to view/edit all areas of the MEE that the employee has access to, apart from creating/removing delegates, accessing DocuSign and using the chat Feature.
To support the new functionality:
A new user type âExternal Employee Delegateâ has been created.
On the Employee Screen, there is a new section called âDelegate Usersâ that will list all the delegates created for that Employee.
On the User Maintenance Screen, the new âExternal Employee Delegateâ type is available for search and such users have a limited user maintenance record.
Quick workflow email notifications can be bccâd to delegates using a new tick box. The tick box only appears when employee is selected as a recipient in the âToâ field.
A Delegate cannot create delegates, only an employee (the delegate owner) can do so.
An employee can add/remove a delegate at any time.
If an Employee becomes expired, their Delegates will no longer be able to access the MEE.
When an Employee becomes locked due to password errors, their Delegates will still be able to login.
When the Delegate becomes locked, the employee can unlock them on the delegate screen.
Employee Expense Budgets
Employees can now monitor and track expense entries against budgets.
Expense Budget templates can be created at company level, for use at assignment level.
Budget templates can set target dates that control when employees can see and use the budget, and the accounts that are included in the budget.
Information about how Expense Budgets may be used can also be supplied for employees to view on the MEE.
Expense Budgets can be manually created and managed by internal users at assignment level, or setup for use with Employee Elections.
Election sets can automatically generate budgets, based on the elections an employee makes.
If an Election Set is un-submitted, any associated Expense Budget will be automatically deleted.
The Expense Report card on the MEE will automatically show any budgets that are set to visible.
Expense entries for accounts linked to the expense budget will be factored into the spent amount for that Budget.
The entries that impact an Expense Budgetâs amount will be displayed when the details of an Expense Budget are viewed.
Quick Workflows can be created that will trigger when the amount claimed exceeds the budget amount, so that internal users and employees can be notified and review. To use this alert, a service must be turned on.
E-Signature Documents
Fixed an issue that would result in blank e-signature documents if an assignment was part of a special security group.
Help Center and Community
A new Equus Community has been created in the Help Center, the old community has been retired.
Internal users clicking on the Community link or accessing the help widget for the first time after the upgrade will be presented with an opt-in to share their name and email address with the Help Center provider. This is to allow comments and posts in the help center articles and community.
Users wishing to opt out afterwards can be updated on the User Maintenance screen.
Mercer Standard Data Imports
The region codes that are used in Mercer imports and calculations have been updated to include support for the following three regions in the UK: England and Northern Ireland, Scotland, and Wales.
Mobile Employee Experience (MEE)
The Mobile Employee Experience has been given a facelift, to adopt a more modern look and feel. The following changes were made:
A new, expandable left-hand side menu has been created, with menu items now divided between this new menu and a silhouette icon menu on the upper right-hand side.
The change password functionality is now at the bottom of the Employee Profile page (right hand side menu).
There is no longer a âHomeâ button when looking at a page. To return home, click the logo at the top of the navigation menu. Clicking the logo in the upper left-hand corner now returns users to the Assignment Picker, if they have multiple assignments.
When electing benefits, there is no longer a "Back" button to return to All Benefits. Now, click the small left-facing arrow in the Benefit Elections card header to return to All Benefits.
Configuration options for the MEE theme have changed as follows:
âPrimary Logoâ is now the âExpanded Logoâ, located at the top of the navigation menu when it is expanded.
âReverse Logoâ is now the âCollapsed Logoâ, located at the top of the navigation menu when it is collapsed.
âMain Colorâ is now âAccent Colorâ. Accent color is used on the vertical lines in card headers and in the Learn About Host Country menu.
âThemeâ and âWhatâs Happening Timeline Opacityâ drop-down lists have been removed.
Added support for dark mode. Dark mode makes the user interface darker by changing light backgrounds to a darker color, and changing text from dark to light. Currently, dark mode can only be set at system level, to apply to all users. A user preference on/off toggle will be added in 19.6.
Resources
The list of available resources who could be added to an assignment was not being filtered by their company association. This has been resolved.
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.
Vendor Integration
Company Segment fields can now be selected as data source fields in the Data Mapping tool when creating push scripts.
Integration Events can be filtered based on dates on the Event History page.
Updates have been made to Vendor Permission Sets, more details can be found in the Ecosystem release notes.