Highlights Webinar Release Notes Resources
Highlights
📹 Video: https://player.vimeo.com/video/905523199?h=c9e1c5d673&badge=0&autopause=0&player_id=0&app_id=58479
Bank Authentication
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Capture sensitive bank details with confidence using the new instant bank validation process, other updates include a new field for country-specific codes and warnings for currency mismatch
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Elevated Employee Expenses on the MEE App
| Employees can now edit draft expense reports without the hassle. We’ve also included some additional fields |
AI Assistant early access
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Opt-in to trial our new AI assistant and get mobility data instantly, without building reports
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Webinar
Features
Accessibility
Fixed the following areas that work with assistive technology:
Parts of the Assignment Shortcuts widget
Rich text editor buttons
Labels in the document uploader fields and buttons
Labels in the Authorization Cost Estimate question form
Contact information location type fields on the authorization wizard
Ascending label on the checkbox sort control
Assignment Details
Mobility records with a portal notification can now be permanently deleted
Bank Accounts
Assignment bank account records now have standard fields to record Indian Financial System Codes (IFSC), Canadian Bank Codes, and Bank State Branch (BSB) Code information
Additional validation warnings in the currency field are now shown on the Employee Bank Account page to reduce the chance of data entry errors
Business Rules
Some performance improvements have been made to Business Rules
Ecosystem
In this release we have added CSU Mobility (Move Management) – One-way connection (Service Orders)
Election Sets
Users can now create more than twenty-eight 28 elections on an election set template
Imports
The Assignment Destination table and Assignment Destination custom field table are now available in Employee Assignment Flexible Header (EAFH) Imports
A new System Preference has been added to allow administrators to set the number of days that Import and Export History records will be retained for
Landing Experience
A new AI Assistant (Beta) feature is available to provide users with quick access to mobility information, such as queries using data tables or counts. The feature uses OpenAI technology and is currently available on the Landing Experience for internal users. Contact your Equus representative to enable this new feature
The Tasks and Reminders Widget resource filter now correctly returns task and reminder information to resources with specific roles
The Mobility Manager Widget now supports read-only fields
The Data Table Widget now displays all columns depending on available space
Resolved a scenario where the refresh option on Landing Experience widgets did not display updated results
Mobile Employee Experience
Employees can now add, edit or remove Intermediate Bank Accounts
The following fields are now available in the Mobile Employee Experience Expense Entry screen when using the app:
The ‘Date Covered (From)’ and ‘Date Covered (To)’
‘Name’, ‘Type’, and ‘Description’
Users can now view expense reports and edit expense reports that are in draft status when using the app
Mobility Management
Remote Request Form:
Custom Fields are now supported to allow users to capture additional information from employees. This supports System and Company level Text, Date, and Numeric fields from the Assignment Destination details
Help text has been added to the ‘Prior days spent at destination’ field that shows the number of days already spent in the destination for the last 12 months. This helps employees enter an accurate number in the field and ensures country rule compliance
The form now correctly displays the number of ‘Days Requested’ and ‘Total Days’
Configuration:
Users can now configure multiple rulesets for each destination country based on the ‘Destination’ and ‘From Countries’ selected on the form. Previously, users could only configure one ruleset per destination country. This allows users to set differing time limits for specific country combinations and gives additional flexibility in requiring the ‘Right to Work Documentation’ if not required
When the remote work request form is disabled, the URL to the form is also disabled and hidden
Fixed a scenario where the name on the approval rules grid disappears after clicking save
General:
The Project field is now available on the Business Travel mobility type
Company Segment Levels are now available on the internal screen for additional mobility types
Pay Register
Fixed a scenario where the Pay Registers to be approved and the approved Pay Register count did not match the actual number of approved Pay Registers in the approval batch
Rich Text Editor
Users can now resize the Rich Text Editor box which will allow them to see more text without having to scroll
Tax Calculation
Performance enhancements have been made to the Year End Tax Report
User Pages
User page lock fields have been added to metadata so they can be used with features such as User Reports, Checklists, and Quick Workflow
Resolved a scenario where User Tables are not locking individually when more than one table exists on the same page
Vendor Integration
Vendor integrations now support sending assignment type (Business Traveler, Permanent Transfer, and International Assignment) between the Equus Platform and Vendor sites
Added standard push scripts and event definitions to support integrations between the Equus Platform and Vendor sites
What-If Cost Estimates
Fixed a scenario where the group WICE staffing matrix fields did not always auto-populate
Widgets
Resolved a scenario where the 'YTD Exceptions by Category' widget did not include the expected exceptions
Resources