Based on client feedback, the impersonate button on the right meant scrolling and additional mouse movement to access it, so we have moved the impersonate button to the left of any grid that it is in.
Impersonate Button now on the Left
Based on client feedback, the impersonate button on the right meant scrolling and additional mouse movement to access it, so we have moved the impersonate button to the left of any grid that it is in.
To help with your analysis on the Rem and Bonus steps, we are now enabling any 'In My Currency' fields to show totals in the grid.
Previously, if you had multiple currencies on a grid, all totals were turned off as multi-currency totals would not make any sense. As your ‘In My Currency' fields convert all values to a single currency, we are now enabling those fields to show totals.
We have implemented SHA-256 as an alternative to SHA-1 in SSO configurations this month. This is an improved and updated version of digital signature for security.
This exciting new feature allows any lookup field to have dependant data, creating parent/child relationships between fields that can be managed through the Table Maintenance step. See Parent and Child Lookups (Table Maintenance) for more information.
There are a number of possibilities of how you might use this great enhancement in letters or business rules, so please speak to your Project Lead about how this might work for you.
You will now only need to import the parent against an employee. Once the parent is associated with an employee, then all child fields will also be linked to the employee.
Bulk Imports allows you to update the values of the child fields quickly and effectively. See How to import a table with child values for more information.
Table Maintenance - values can be manually updated directly via the Table Maintenance step. See How to manually update a table with child values for more information.
We’re really excited with this brand-new feature for you!!
Now you’ll be able to upload a collection of images in bulk – like signatures or logos for a letter, which can be linked directly to an individual or a parent field.
See Uploading Images for more information about how to add images via the Bulk Upload, Table Maintenance or Data Amend steps.
This means you no-longer need to create a separate paragraph and rule for each instance of an image in your letter.
See Use of stored images in letters for more details about how to use image attributes in letters.
If you’re interested in finding out more about how this exciting new feature can work for you, please speak to your Project Lead.
To help you easily impersonate other users, we have now added impersonate buttons directly into the Data Amend and Assign Roles steps.
Data Amend
You can now impersonate either the person you've searched for (if they're a Manager) or their Manager.
When setting delegation/impersonate rights for a user you can now impersonate the Delegate/Impersonator
Approving Team & Data Check change requests now got even easier. We have upgrades these screens with a new look and feel and have improved the workflow along the way.
Improvements include:
The system timeout previously was hard-coded to be 20 minutes; this is now a configurable setting and the System Administrator can set this in the Security Settings step. The setting you choose will apply across your whole site.
We have made some minor format changes to the manager screen extract files:
In the Copy Live to Test step the compulsory requirement to reset the passwords in the test site has been removed. The only compulsory field in this process now is the email address reset.
We do encourage you to not change passwords in this process as it can mean you have a version of your data with weak passwords that are consistent to every user.
