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newreleases:release_2.18.4 [2018/04/30 15:52] – created ivan | newreleases:release_2.18.4 [2018/10/08 12:02] (current) – Viola Scott | ||
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- | =====2.18.4 | + | ====== Release |
+ | ~~NOTOC~~ | ||
+ | <alert type=" | ||
+ | |||
+ | <nav type=" | ||
+ | *[[# | ||
+ | *[[# | ||
+ | *[[# | ||
+ | *[[# | ||
+ | |||
+ | <pane id=" | ||
+ | |||
+ | =====User===== | ||
+ | |||
+ | The following new features require System Administrator Setup in order for them to work: | ||
+ | |||
+ | * Headline available on Contact Events | ||
+ | * Auto-matching Candidates to Vacancies | ||
+ | * Secure service for sending out Data Access Requests (and other files) | ||
+ | * Programmable button can be added to completed timesheets | ||
+ | |||
+ | ====Adding deletion dates to individual documents==== | ||
+ | A new field is available when adding documents which allows the setting of a deletion date for that document. For example when a certification has expired. \\ | ||
+ | |||
+ | Running the PurgeDocuments.xml from your XML folder will delete documents with a deletion date prior to the current date.\\ | ||
+ | |||
+ | |||
+ | {{: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Deletion dates can be specified for documents already added to the database as well as new documents. | ||
+ | |||
+ | ====Headline available on Contact Events==== | ||
+ | A headline can now be added to Contact events. The Headline will appear in the top right window of the contact event.\\ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | This feature requires System Administrator setup. | ||
+ | |||
+ | ====Auto-matching Candidates to Vacancies==== | ||
+ | Auto-matching can be used to automate the matching of candidates to vacancies and informing them of opportunities. \\ | ||
+ | |||
+ | The number and frequency of these communications can be controlled to maximise the benefit of this feature and allow candidates to specify acceptable settings. \\ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | This feature requires System Administrator setup. | ||
+ | |||
+ | ====Secure service for sending out Data Access Requests (and other files) - Based on IQXHub==== | ||
+ | This feature arose from a need to improve the security of GDPR Access Report emailing. However, it can be used for the secure dispatch of any files from IQX.\\ | ||
+ | Using the GDPR Data Access Report as an example clicking email will cause a confirmation message to appear.\\ | ||
+ | |||
+ | {{: | ||
+ | The candidate will receive an email with a link to the document download page. | ||
+ | On clicking this the following will appear in their Browser.\\ | ||
+ | |||
+ | {{: | ||
+ | In addition, it will then generate a new email containing the password. This password will both download the zip file and allow the candidate to open the password \\ | ||
+ | protected file.\\ | ||
+ | |||
+ | This feature requires System Administrator setup.\\ | ||
+ | |||
+ | For more information on this feature please contact IQX. | ||
+ | |||
+ | ====Amend the Vac Search initial states criteria so that ALL is ALL except Archived==== | ||
+ | In Vacancy Search Archived and Do Not Use Candidate statuses can now be excluded for the search criteria.\\ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ====Programmable button can be added to completed timesheets==== | ||
+ | It is now possible to add two programmable buttons to Completed timesheets. \\ | ||
+ | |||
+ | {{: | ||
+ | This feature requires System Administrator setup. | ||
+ | |||
+ | ====Cancel confirmation notifications from different locations==== | ||
+ | To streamline the shift confirmation process, shift confirmations from Temp Desk – Shifts and Person – Diary will now open the Shift Confirmation Screen to \\ | ||
+ | provide the ability to send Shift Notifications out.\\ | ||
+ | |||
+ | Cancelling a shift in these locations also links to the Shift Confirmations view.\\ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ====Adhoc invoice form show template used==== | ||
+ | When adding an adhoc invoice the invoice layout template being used is now displayed at the bottom of the view. | ||
+ | This display recognises overrides detailed \\ | ||
+ | in Agency Setup - Divisions and in Company - Accounts - Accounts.\\ | ||
+ | |||
+ | The default invoice template is Sales Invoice.\\ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ====Enable Select button on Person when videoing from Vacancy - Shortlist==== | ||
+ | When reviewing shortlisted candidates in Vacancy - Shortlist it is possible to select a suitable candidate by clicking on Select in the candidate record. \\ | ||
+ | The candidate will be selected in Vacancy – Shortlist.\\ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | When in Vacancy - Shortlist - select a shortlisted candidate and click on candidate button to expand the record - Click through the list using the radio \\ | ||
+ | buttons - Click Select and the candidate will be selected on the shortlist. \\ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ====Review P45 process - add remove bank details (GDPR)==== | ||
+ | As part of the GDPR tools provided by IQX a candidate’s bank details can be removed from Person – Payroll when P45/Leave is clicked. Selecting ’Clear Banks Details’ \\ | ||
+ | will remove a candidate’s bank details.\\ | ||
+ | |||
+ | {{: | ||
+ | **Warning: | ||
+ | |||
+ | </ | ||
+ | |||
+ | <pane id=" | ||
+ | |||
+ | =====System Administrator===== | ||
+ | |||
+ | ====Gender Pay Gap Reporting==== | ||
+ | From April 2017, | ||
+ | In particular the following: | ||
+ | |||
+ | * Mean and median gender pay gap for basic and bonus pay | ||
+ | * Proportion of male and females receiving a bonus payment | ||
+ | * Proportion of male and females in quartile pay bands | ||
+ | |||
+ | IQX have produced reports which, once customised, can be used to enable agencies to calculate this information from their IQX database. The configuration \\ | ||
+ | will need to take account of issues such as legal entities, person states and paybands.\\ | ||
+ | |||
+ | The development of these reports to suit your Agency’s circumstances will be chargeable.\\ | ||
+ | |||
+ | Further advice on gender pay gap is available at: | ||
+ | |||
+ | https:// | ||
+ | https:// | ||
+ | http:// | ||
+ | http:// | ||
+ | https:// | ||
+ | http:// | ||
+ | |||
+ | ====GDPR - Job to delete historic documents in bulk==== | ||
+ | A new job is available to allow agencies to delete old documents which were created or edited before a certain date or have reached a deletion date. \\ | ||
+ | |||
+ | This job is included in the additional document zip file included when upgrading. | ||
+ | |||
+ | ====Bulk Deletion of Documents==== | ||
+ | In Maintenance – Run a Job run the PurgeDocuments.xml from your XML folder. | ||
+ | Documents: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Select the document type (CVs, Contact Event letters and Documents) from the drop down and if applicable select the Division.\\ | ||
+ | |||
+ | The deletion date has been set to a minimum of three years prior to the current date to protect recent documents.\\ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | If you are deleting documents this can be selected by class.\\ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | The next screen asks you to select the document type and the deletion date. If you select ** No Document Type** this will remove documents that have been \\ | ||
+ | added without a document type being selected. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Users are offered the option to delete all Documents, those with a deletion date or exclude those with deletion dates\\ | ||
+ | |||
+ | CVs: When deleting CVs a stored selection can be used to refine CV deletions. \\ | ||
+ | |||
+ | On the next screen you will be asked to choose whether you want to keep the CV text.\\ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | A summary of the documents for deletion is displayed for review. Export will allow a list of the documents deleted to be stored as a csv file.\\ | ||
+ | |||
+ | **Note:** Restricted documents will not be deleted and all deletions will be audited. | ||
+ | |||
+ | ====New ‘Can Maintain Compliance Docs’ User Role==== | ||
+ | Where an agency does not have a dedicated Compliance Team a new role ‘Can maintain Compliance Docs’ has been created which allows compliance \\ | ||
+ | documents to be used by users who do not have the full ‘Can Maintain Clearance/ | ||
+ | |||
+ | The aim of the new role is to enable agencies to create a structure around their compliance process as it allows questions to be linked to \\ | ||
+ | document types to help guide users through the compliance process as well as the ability to:\\ | ||
+ | * Use the button on the Document View to 'Copy to Compliance Documents', | ||
+ | * Drag a file from an email or folder to Compliance Documents, | ||
+ | * Make use of the redaction tools. \\ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | **Note:** This role is for agencies who have no user with ’Can maintain Clearance/ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ====Headline available on Contact Events==== | ||
+ | A headline can now be added to Contact events. The Headline will appear in the top right window of the contact event. \\ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | The Headline Display size and Caption can be set up in Switchable Fields 3000 and 3002.\\ | ||
+ | |||
+ | The Headline is specified in Database Functions – Headlines – Contact Event Headline.\\ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ====Auto-matching Candidates to Vacancies==== | ||
+ | Auto-matching can be used to automate the matching of candidates to vacancies and informing them of opportunities. The number and frequency of these \\ | ||
+ | communications can be controlled to maximise the benefit of this feature and allow candidates to specify acceptable settings. \\ | ||
+ | |||
+ | In addition, this feature can be controlled at Division and Temp Desk level. To use this feature will require a customised job which will be required \\ | ||
+ | for each agency to address their individual compliance and vacancy matching needs.\\ | ||
+ | |||
+ | This job will be chargeable.\\ | ||
+ | |||
+ | The Automatching Configuration views are enabled via General Settings - Settings 3020.\\ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Auto-matching configuration can be enabled in Person and Division views.\\ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Automatching can be enabled individually for each Tempdesk.\\ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | AutoMatch configuration is visible in the Candidate record.\\ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ====Secure service for sending out Data Access Requests (and other files) - Based on IQXHub==== | ||
+ | This feature arose from a need to improve the security of GDPR Access Report emailing. However, it can be used for the secure dispatch of any files from IQX.\\ | ||
+ | |||
+ | To Set this feature up the following is required: | ||
+ | |||
+ | * IQXHub 5.2.22.1 or later. Database update must be allowed on first start. | ||
+ | * Updated IQXWeb. | ||
+ | * An SMTP link to be configured named SECUREDOCUMENTLINK.\\ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | For IQXWeb and IQXHub please contact IQX to discuss costs associated with licensing these products. | ||
+ | |||
+ | ====Department / Division Email address types (IQX.exe and Web)==== | ||
+ | In preparation for group email notifications as an alternative mechanism to the current popup system a new view has been added to Maintenance – Agency \\ | ||
+ | Setup called Email Group Notifications. \\ | ||
+ | |||
+ | In this view Group Notifications can be specified along with group email addresses, message text and allocated by Department and Division.\\ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | It is possible to include hyperlinks in the message text of the email which when clicked will open the requested person form on the documents view. \\ | ||
+ | |||
+ | Please speak to IQX support for assistance in designing the hyperlinks as a change will be required to the iqx.ini file and you will need a job to send the emails. | ||
+ | |||
+ | ====Peak BI Integration==== | ||
+ | A means of communicating with Peak BI has been added to allow candidates found using Peak to be added to IQX.\\ | ||
+ | |||
+ | This service requires the updating of the IQX licence and populating of the settings shown below.\\ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | If licenced a new button will appear in Vacancy Shortlist.\\ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | A job will be required to call data from Peak on a schedule.\\ | ||
+ | |||
+ | Please contact IQX for more information | ||
+ | |||
+ | ====Wizard for Tidying tasks on User leaving==== | ||
+ | When setting a User to Not in Use a Wizard is now available to re-allocate the now defunct User’s outstanding responsibilities.\\ | ||
+ | |||
+ | Click Leave and a new Wizard will appear.\\ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Selecting the New Consultant from the drop down. Select the required responsibilities. Click Apply the ticked items and then change the New Consultant \\ | ||
+ | as appropriate. \\ | ||
+ | |||
+ | On completing the re-allocation click Leave.\\ | ||
+ | |||
+ | **Note:** if an option has a faint tick box there are no records available for that option.\\ | ||
+ | |||
+ | All changes will be audited in the Own Audit Trail of both the Leaving User and the User receiving their responsibilities.\\ | ||
+ | |||
+ | If any database functions reference the leaving User’s staffed these will be listed under Database functions in the wizard. | ||
+ | |||
+ | ====Add a programmable button to completed timesheet==== | ||
+ | It is now possible to add two programmable buttons to Completed timesheets. The buttons are specified in General Settings – Programmable Buttons. \\ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Using the Visibility field, it is possible to specify which user role will see this button. | ||
+ | |||
+ | ====Accord Invoicing, Process NIRecharge First==== | ||
+ | When invoices are being processed in IQX if the connection between the Database server and the Accord server drops midway through the invoice process all \\ | ||
+ | timesheet lines won’t be fully processed. \\ | ||
+ | |||
+ | This could result in some timesheet lines being missed from an invoice.\\ | ||
+ | |||
+ | IQX will now extract all the NiRecharge values (where applicable), | ||
+ | processed rather than when the Accord link is dropped. | ||
+ | |||
+ | ====Maintenance pages new filter field for searching==== | ||
+ | A filter field for searching through long lists has been added to the following maintenance pages:\\ | ||
+ | |||
+ | Agency Setup - Branches, Division, Departments, | ||
+ | Frequently used Towns and Countries, Vacancy roles and Notifications.\\ | ||
+ | |||
+ | Temps Setup - Paybands, Holidays (date) and Notifications.\\ | ||
+ | |||
+ | Accounts Setup - Nominal codes and Nominal code segments.\\ | ||
+ | |||
+ | Database Setup - Dictionary of Searchable data items, Custom word fields and Job runner schedules. \\ | ||
+ | |||
+ | IQX Web Setup: - Settings, User Classes, Rights, Class Rights, Default Class Rights, Switches, Query Recipients, Reports, Page Text, Questionnaire Groups, \\ | ||
+ | Questionnaire Group Members and Documents.\\ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | The filter automatically filters as text is added to the filter box. | ||
+ | |||
+ | ====2 new invoice groupings for batch invoicing==== | ||
+ | Two new batch only invoice groupings have been added to Company - A/c Setup - Group Timesheets on Invoice. These are:\\ | ||
+ | |||
+ | * Batch Only One invoice for each Account Code, Vacancy, Temp by Number and | ||
+ | * Batch Only 1 invoice for each Account Code, Vacancy, Period, Temp by Number. \\ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | </ | ||
+ | |||
+ | <ifauth @newreleases, | ||
+ | |||
+ | <pane id=" | ||
+ | |||
+ | =====Enhancements===== | ||
+ | |||
+ | * GDPR - Data Access Report - Modify | ||
+ | * Improvements to Debug mode | ||
+ | * Add NULL & Default behaviour columns to database Browser | ||
+ | * Prevent password-protected docs causing problems | ||
+ | * Tidy up User Audit Trails | ||
+ | * Help button on Person - History - Add Employment | ||
+ | * Auditing required when deleting a timesheet | ||
+ | * Addition to Gen Settings Comments | ||
+ | * Warning message change - General Setting - Switchable Fields - 2800 | ||
+ | * GDPR Data Access Report - auditing | ||
+ | * GDPR Data Access Report - Stamp button | ||
+ | * Temp Setup, Temp Desk sort order. | ||
+ | * Temp Desk - Timesheets - Image File sorting | ||
+ | * IQX Web Maintenance | ||
+ | * Payband & rate scheme maintenance division | ||
+ | * Photo - add Publish to Web field to be in sync with docs for uploads by web. | ||
+ | * Department publish to web to be audited for any changes | ||
+ | * GDPR report -getTextFromHTML | ||
+ | * Add filling consultant to completed timesheet, shifts view. | ||
+ | * Add button to completed timesheet to view any query. | ||
+ | * Delete button on completed timesheet modified | ||
+ | * Add switch to suppress failure messages on BATCH invoicing | ||
+ | * GDPR prompts when not configured correctly. | ||
+ | * SetVariable new Attribute htmlwrappedandsignedby | ||
+ | * Improve Desktop Backup Log | ||
+ | * Person - if Sec Ag state - move the 3 visible and the hidden fields from Details to Headline | ||
+ | * Sec Ag Company - Temps View enhancements. Add filters to Temps view | ||
+ | |||
+ | </ | ||
+ | |||
+ | <pane id=" | ||
+ | |||
+ | =====Fixes===== | ||
+ | |||
+ | * Validation of Temp Shift Confirmation Allowed in Tempdesk, Shifts | ||
+ | * Broadbean adding candidate to shortlist issue | ||
+ | * Word Issues - causes | ||
+ | * Holiday pay calculations | ||
+ | * BR - Invoicing disconnect to Accord - missing lines | ||
+ | * Temp Desk Expiry Alert Extra before Alert text instead of after | ||
+ | * GDPR - Cancelling Data Access Report | ||
+ | * Problems with phone details - person and company contact with the same whoid | ||
+ | * Departmental CONTACT Questions do not appear in Criteria list | ||
+ | * Custom grid fields - Field Custom not found after DB update and local caching enabled | ||
+ | * SQL Error when adding ' | ||
+ | * Restricted Documents must be excluded from DocPacks | ||
+ | * Function GetTempMargin return div by zero if charge rate is zero | ||
+ | * Copyright year update | ||
+ | * Foreign Keys missing from table ' | ||
+ | * GDPR - external linked file generating error when producing report | ||
+ | * WPK Remove from IQXWeb Settings Documents - doc type | ||
+ | * Person - Payroll P45/Leave Clear bank details message | ||
+ | * GDPR - Person - GDPR - Data Management view | ||
+ | * Questionnaire on Shift Viewer creating access violation | ||
+ | * Vacancy withhold deletes even if pressing no. | ||
+ | |||
+ | |||
+ | |||
+ | </ | ||
+ | |||
+ | </ | ||
+ | |||
+ | </ | ||
- | Information will be here by 10 am 1 May. Just finalising the last details. | ||