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.
The look and feel of the Currency/Exchange Rate step has been updated, along with calculations to reduce the amount of data entry needed.
Now you only need to enter each exchange rate conversion to your default (i.e. the first column); the system then uses this data to calculate the remaining cells. For example, if you tell the system GBP to AUD and NZD to AUD, the system can work out GBP to NZD.
This will reduce the amount of data entry and any mismatch of rates.
We have updated the Team Check report to show individuals with either a blank previous or new manager (previously any change to an employee’s team where the new manager was unknown would not show on the report).
An exciting new feature that is now in your hands is the password security settings.
This new screen will allow you to set the password security yourself instead of sending having to contact Pivot Support.
There are validation messages that will appear if you choose settings below the minimum requirements.
Please see the Password security options article in the Pivot Support Centre for more information.
If you have multiple currencies switched on, the date fields followed the culture of the currency, e.g. if an employee was set to use USD the date would show as 7/30/2019 and could cause confusion. We’ve now standardised all date formats to DD MMM YYYY (e.g. 30 Jul 2019).
This will not impact the date format that you import, this remains the same.
You can now set up categories to define groups of reports in the menu – in the example below the reports have been split into Admin and Analysis groups.
Please see the How to add report categories and descriptions article in the Pivot Support Centre for how to set these up.
We’ve upgraded the Data Import Step to a more modern look and feel.
Following feedback that the Support button sometimes covers column totals, we’ve moved it to the top banner.
After feedback that sometimes there’s large lists to scroll through on the impersonate screen, we’ve moved the impersonate button into each row so you only have to scroll to the individual you want and click their impersonate button.
