5.19 Release Notes - Assessments and Workforce Management · 5.19 Release Notes ActionHRM 2016 3...

5.19 Release Notes ActionHRM 2016 http://www.actionhrm.com.au 1

5.19 Release Notes


Overview

5.19

New Features

• New User Account Management Screen & Easy Password Recovery

• Improved Admin Data Type Interfaces

• ActionHRM API (Application Programming Interface) – New Custom Field and Reporting

Unit (Position Identifier) web method

• Quick Copy Recruitment Processes

• Quick Copy Recruitment Notifications

• New Applicant View Screens

• New custom Applicant Status values and introduction of applicant Pipelines

• Quick Copy Generic (Custom Workflows)

• New Performance Review Management Screen

• New OHS View Screens & Support Modification of Completed Issue Modification

• New Expense Screens and Inputs

• Asset and Health forms have updated user interfaces

• Roster and Events Beta

• Document Store for Development Module & Skill Log Improvements

• New Lightweight Employee File (No Employment)

Minor Improvements

• Improved Employee Group Calculation times

• Further improvements to dropdown performance

• URL Support for Company Document Uploads

• HR Onboard API Support as a 3rd party recruitment connector

• Batch Review Planning and Improved Review Planning Interfaces

• Performance Review Template Pre Fill Options e.g. preload start / end dates review

names for consistent / speedy setup


New Features

New User Account Management Screens & Easy Password Recovery

You now have access to a new User form with mass processing / update options. If you are an

administrator and do not see any users you may need to update your view permissions to do this

open your user account using the zoom icon (your user account would only be shown by default)

go to Account View Permissions > Select module = System and Select Form = Users and ensure

your account has View All records enabled for the System Users form.

You can use the search option to filter for employees (and it will return those with and

without a user account) for departments and other criteria. To specific search for

employees without a user account you can add a filter for Username = Missing (see

screen above). This will return current employees without a user login.


To utilize the mass processing function check the records then use the Perform an

Action button to initiate actions e.g. New Users etc.

If you want to use the old new user wizard you can click on the + button at the bottom

left of the table to open the traditional new user wizard.

You can now enable a Secret Question and password to make password recovery easy

for your employees to enable this go to System > Password Settings and enable Secret

Question. On the next login your employees will be prompted to input a Secret Question

and Answer to use when recovering their password using the Forgot your password

option. If answered correctly it will email their username and password to the email

address on file.

Improved Admin Interfaces

Most admin areas use our new Save as you go or in place editing. Use the standard Add, Delete

and Archive buttons there is no need for the traditional Save button.

ActionHRM API (Application Programming Interface)

New API’s added

• Get employee custom fields – returns employees and their custom fields

• Get position identifiers e.g. Listing Identifier, Get Identifier

You can access the sample API documents on https://v5.actionhrm.com/hrm/docs/getting-

started-guide.html to coordinate your access and API user account please contact our support

team.


Quick Copy Recruitment Processes

When creating a new recruitment process, you have the option of copying from pervious

recruitment processes. Click on + to expand the copy option, select the process then click on

Copy Setting to copy most details of the previous process

Quick Copy Recruitment Notifications

You can now copy from existing notifications letters and also link your notifications to custom

applicant status values you have created.


To create a new notification template, use the plus button provided on screen.

You can use the Copy tool by expanding, selecting the existing notification and click on copy

settings.

New Applicant View Screens

Our applicant view screens have been improved including quick access to applicant history,

improved banding, action and document management.


New custom applicant status values and introduction of applicant pipeline

You can now define an unlimited number of Applicant Status values

To create new applicant status values go to Recruitment > Admin and select Applicant Status

This allows you to create as many custom status values as you need e.g. Unsuccessful after

Review, Unsuccessful after 2nd Interview, etc.


In order to use these new status values you will need to add them to your common pipeline at

minimum. After the upgrade no change to existing behavior will be automatically made but it is

suggested you

1) Review and add any custom status values you want

2) Add these to the common pipeline (these then become available for all roles)

3) Add / assign the new status values to any existing notifications you create / have created.

It allows for much easier tailored email and PDF notifications as these can then be

assigned to these custom stages.

An applicant pipeline will be assigned to all existing processes and you can create a new series

of limited status values for future roles. Over the next few releases we will look to extend a

decision hierarchy to these status values to ensure a workflow / decision tree process is provided

to your recruiters and more easily allows specific processes for certain hires to be completed.

To add a new pipeline or add new statuses to your common pipeline go to Recruitment > Admin >

Pipeline


Quick Copy Generic (Custom) Workflows

When creating new custom workflows a quick copy tool has been added to speed setup when

creating similar workflows. You can use the Copy tool by expanding, selecting the existing

workflow and click on copy settings.

New Performance Review Management Screen

We have introduced a new review management that allows you to track, initiate, and follow-up on

outstanding reviews.

The traditional employee dropdown had been removed and replaced by our new table and search

views. These will be progressively rolled out to more areas and provide access to view many

employees at once while returning quick results.

The same table view has been applied to the current and historical review areas easily allowing

managers and admins to see performance across the teams.

You can still initiate reviews from the Launcher menu (New Review) but you can also search /

check employees and then use the Perform and Action dropdown to create batch reviews.


You can click on the Details button to display the details of where the specific review is at. (see

the expanded information that is shown below)

Email reminders can be sent with custom messages. This will email any selected employees

(raters and reviewers)

The Current Review and historical Reviews have also been updated allowing you to see many

staff at one time.


New OHS View Screens & Support Modification of Completed Issue Modification

We have introduced issue management screens in the OHS module. This allows for easy

searching sorting and filtering and you can view high level issue data en masse. This is the first

stage of our major OHS/WHS update.

To enable the ability to edit issues after completion you will need to adjust the System > Access

settings for the OHS > Issues form – ensuring Read, Create, Update, Delete is added to any

profile that you wish to be able to modify completed issues. Normally this will be your

administrator profiles.

If you enable the security change you can open and adjust completed issues. All history is still

tracked and this is useful is you have completed an incident but need to make subsequent

changes.


Just click on the field where appropriate and make any changes required. The dotted underline

indicates fields that can be updated.

The OHS Action page has also been updated with a new table view and sort for easier

management and followup.

New Expense Screen and Sub Types

You can now make expense codes optional and define new allocation types if required.

The Expense workflow also now has inline editing with a save as you go format. This is the first

stage of a series of expense claim improvements. More will follow in the next releases including

advanced approval routing rules.


Asset and Health forms have updated user interfaces

The health and asset forms now have save as you go functionality.

Roster and Events beta

We have been busy building a new roster and event management capability. Below are some

quick sneak peaks.

Key features

• Specific or Repetitive Events

• All event view for high level planning including quick identification or gaps and filled

events.

• Detailed Event Views including Intra Day views showing resourcing at different times of

the day

• Search, Additional and Invitation of both Employees and Non Employees (e.g.

volunteers) to shift events.

• Automatic acceptance / time selection for employees and volunteers without the need to

login to the HRMS


If you are interest to see or find about more about the roster capability please get in touch

with our support teams.


Document Store for Development module and Skill Log Improvements

We have now added a separate document store for upload qualifications / scans and other

training related documents. To use this new document store you will need to add some document

types under Development > Admin > Document types. Also the separate Skill Log form showing

skill history has been incorporated into the All Skills page and has an improved table format.

New Lightweight Employee Record (No Employment)

You can now add new employee record types that do not allow or require traditional position

tracking. This was a key step and improvement to allow visitors / occasional contractors or

volunteers to be loaded in the database but exclude traditional employment tracking. To enable

this you will need to create a new Company with the no employment

5.19 Release Notes - Assessments and Workforce Management · 5.19 Release Notes ActionHRM 2016 3...

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