Highlights Webinar Release Notes Resources
Highlights
Remote Work
Manage your Remote Work population using the new intuitive self-service request form available in the Equus Platform
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Approval Rulesets for All Mobility Types
Route, track and forward approvals with ease using the new approval routing functionality for all newly supported mobility types
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More Standard Dashboards
Visualize your mobility data on out-of-the-box, interactive Remote Work and Mobile Employee Management dashboards for simple task management and approval tracking
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Webinar
Features
Assignments
Previously, the Permanent Transfer, International Assignment and Business Traveler radio buttons appeared on the Assignment Details page regardless of the Company configuration. Now, when a system preference of either ‘Allow Permanent Transfer’, ‘Allow International Assignment’ or ‘Allow Business Traveler’ is set to ‘No’, the respective radio button will be hidden
Assignment Packages
Assignment Package Batches now correctly honor the Host Payroll System filter
APIs
Cost Estimates API:
API Subscribers now have the option to provide a culture value using the ‘reportCulture’ field. This field will then format a Cost Estimate document according to the specified culture
Cost Estimate Template API Automation Configuration has been updated:
Inactive Production Reports are now hidden
Users can now erase Production Report auto-populated dates
Resolved an issue where parameters were not loading correctly
The date picker how correctly highlights the currently selected date
Parameters in culture formats other than English are now supported
The API endpoint to retrieve ‘LivingAbroad’ info about host countries was updated:
Two new countries were added (Croatia and North Macedonia)
The code for Angola was updated
Approvals
The following approval processes have been enhanced to support approval forwarding. Note, approval forwarding updates the approver and sends the updated approver an email notification for the approval routing process:
Assignment Extension
Policy Field Exception
Remote Work
Mobility Record
Authorization Deletion Batch
All child records are now deleted, whenever the corresponding authorization is deleted
Authorizations
Solved an issue when opening a link received in an email after copying it from an original authorization
Checklists
Added a Pre-Move Checklist for the mobility type ‘International Remote Work’
Cost Estimates
The Cost Estimate Templates screen now has double save protection, protecting against multiple clicks
Documents
Documents that originated from Email Integration are categorized under ‘Note with Documents’ and ‘Uncategorized Documents’ on the Documents screen. Uncategorized Documents can now be deleted, even if the note/communication record is not
Ecosystem
In this release we have added the following vendors:
CMS (Move Management) – One-way connection (Milestone Updates)
MRS (Move Management, Temporary Accommodation, Immigration services) – One-way connection (Service Orders)
Mobilitas (Temp Living, Home rental) - Two-way connection
General
Corrected an incorrect data type issue related to selected metadata
Integration Event History
Integration Event History records now display Assignment details in the URL
Landing Experience
Two new standard dashboards ‘Mobile Employee Management’ and ‘Remote Work Dashboard’ are included in this release
Chart Widgets have been enhanced to allow column filtering in drill downs, and an expand feature to expand the size of the drill down. Note with this update, the category and sub-category fields now appear with the remaining fields in the drill down
Data tables widgets on dashboards will now show a message stating ‘No results found’ when there are no records matching the criteria to display on the widget
Solved a scenario where if a mobility case is created or edited in the Mobility Manager widget, the Upcoming Start Dates and Upcoming End Dates widgets would not display any data
In the custom data table widget and chart/map widget drill downs, a custom SQL field can be configured to allow users accessing these widgets to open up the view/edit move modal of the Mobility Manager widget. This now displays the correct fields on opening
Merge Documents
Added a new function to allow the translation of a numeric value into French words
Migration Packages
Migration packages for Quick Workflows have been enhanced to include new automation for 'Start Approval Routing'
Mobile Employee Experience
The currency will now default on the mobile version as it does on the Desktop version
The correct value will now appear in the type field when users edit a recently uploaded document
Mobility Management
Approval Routing:
A new approval routing ruleset has been added for all mobility types. This new ruleset can be used with Quick Workflows to allow approval routing for all mobility types
Note, the approval routing process for all mobility types has a check to limit the approval routing to one per mobility record
A new approval routing ruleset has been added for the mobility type ‘International Remote Work’. This ruleset can be used when a user submits the new Remote Work request form
A new default approval ruleset has been added for Remote Work. This ruleset has one approver (Line Manager) by default
The employee Line Manager is a resource that can be used in the mobility record approval routing process for all mobility types
The merge source used in email notification templates has been enhanced to include additional fields used in remote work and mobility record approval email notifications sent to approvers
All mobility types have a new field to track the approval routing status. A new button for approval routing status has also been added that will allow users to add an approval routing or view existing approval routing depending on stage of routing for the mobility record
Remote Work:
In this release, anyone can create a Remote Work request with the new self-initiated request form. This user-friendly form consists of five steps that collect destination information, the time spent in the destination and right to work documentation
A new tab for Remote Work request form configuration has been added to the Mobility Type Defaults page
In this tab, users can configure opening and closing messages for the Remote Work Request form, add a link to their company's remote work policies and configure the form rules for each country
For each country users can choose to disable that country, require the Right to Work to be acknowledged on the form, and/or set a day limit for that country. Each country is also given the option to only count working days, which will then display a new field on the request form
A URL to the Remote Work request form is also shown in this tab
Finally, there is a master switch that will allow users to deny access to the form by company
Submitting the Remote Work request form will start the approval routing process when you have an active remote work approval ruleset setup with approvers
The Remote Work request form supports custom help text
After a Remote Work request is submitted, a mobility case is created with the mobility type of ‘International Remote Work’. All users will be able to check the status of this request and view prior International Remote Work mobility cases upon their return to the form. The status badge displayed in the request history is also displayed when viewing the request in the Move Manger widget
A Remote Work email notification template and approval form have been added to support the Remote Work request form approval process. Submitting the Remote Work request form starts the approval process email notification and approval form containing details specific to international remote workers
The Mobility Type Policy Defaults page has a new field to set the approval ruleset for the International Remote Work mobility type. This default ruleset will be used to determine approvers when the Remote Work request form is submitted
The Line Manager provided by the employee on the Remote Work request form can be used in the Remote Work approval routing process
Non Equus Platform users can access the Remote Work request form. Note, this only works when Single Sign On (SSO) is enabled. These users need to be provided with the request form link and a public GUID belonging to a given company
If already an Equus Platform user they will be redirected to the form
If not, a user record will be created (with the type ‘External Employee’ and a specific role only allowing access to the request form) in the process and the user will be redirected to the form
If auto-provisioning is setup, the user will be created with the type and role defined in the SSO configuration
General:
Enhancements have been made to the Mobility Manager Widget:
Now when a user only has access to a company with HRIS configured, they will be able to see search criteria fields to look for employees on the external system
The Mobility Manager widget now has the option to display authorizations
If enabled, new tiles for the authorization templates will appear on the modal, under a new section ‘Start a new authorization’
Note, if a company doesn’t have any auth. templates or the user accessing the widget doesn’t have access to the authorization page, no tiles will appear
The user experience when no mobility types and/or authorization templates are active has been improved
Mobility records will now have a default phase of 'Not Selected'
When filling out destination details, if a user enters an end date prior to a start date, a validation message will be displayed
Resolved a scenario where the Mobility Manager widget affected access to the password change modal
Corrected an accessibility issue with the Mobility Manager widget. It is now possible to access the widget with the keyboard
The Mobility Manager widget modal now closes after timing out
Enhancements have been made to the ‘International Remote Work’ Mobility Type, including hiding the documents section
The page ‘Mobility Type Policy Default’ is now shipped as on with the same rights as the ‘Relocation Policy’ page
Policy
Added policies for:
Business Travel (default policy for Business Trip mobility cases)
Remote Work (default policy for International Remote Work or Domestic Remote Work mobility cases)
A new required field ‘Mobility Type (Standardized)’ has been added to the Relocation Policy page. This field will allows users to categorize assignments for automation purposes
Portal Service Descriptions text can now be saved, copied and pasted from Excel
Quick Workflows
Four quick workflows are included in this release that will provide email notifications to the Employee and Line Manager, including details about approval or denial of Remote Work requests. Note, these are inactive by default
Quick Workflow automation has been enhanced to support starting approval routing for all mobility types. Email notification templates and approval forms have been added for each mobility type, so when a Quick Workflow starts the approval process, emails and approval forms will contain details that are specific to each mobility type
Resources
A resource of ‘Line Manager’ has been added as an available resource so they can receive email notifications
Security Enhancements
As a standard process, Equus fixes vulnerabilities found through testing and analysis. For this release, enhancements have been made to address those findings
Resources