Introduction
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<link to previous release notes>
New features
Enhancements
Enhancements to mail merge feature
Enhanced verification for absence creation
Improvements to the security access group
New Feature Details
Impersonating a user
The test account feature is replaced with a new impersonate feature. It allows you to log in as any user in the system and see what they see. You will have the same access rights as the user you are impersonating. However, some features will be disabled, such as those related to workflows. For example, you cannot request or approve a holiday as an impersonated user.
To enable this feature, go to the security access group page. You can either edit an existing group or create a new one. On the admin tab, select the impersonate check box.
To impersonate a user, go to the actions menu for that user and choose impersonate. You will be logged in as the user you are impersonating.
To stop impersonating, choose exit impersonation from the main user menu.
Enhancement Details
Enhancements to mail merge feature
Several enhancements have been made to the documents and mail merge feature:
Ability to add dates in long format: You will see additional fields, for instance absence end date (long format), absence export date (long format), accident date (long format), and so on.
New mail merge fields: Following new fields have been introduced: organisation name, creator's firstname, creator's lastname, creator's job title, manager's firstname, manager's lastname, and manager's job title.
Enhancement to the entitlement fields: We have introduced new entitlement fields to show you the values for each type of entitlement that you have in the system. An employee could have many types of entitlement, so this allows you to pick a particular one by name. For example, if birthday, holiday, sickness, and time in lieu entitlements are configured in the system, you should be able to select the relevant entitlement fields as illustrated below:
Formatting of currency values in the right format, for instance, £25,000.00.
Improvements to the download option: We have improved the download option to make it easier for you to review the documents before assigning them to the employees. Now, you can choose how you want to download your documents. You can pick one of the following options, as shown below:
Ability to choose date range: You can specify a date range to filter the items you want to include in the mail merge process. For instance, if you want to send letters for annual salary increases, you only need to include the new salary and not the current one. To do that, choose a date range that covers only the relevant items. The same date range applies to all types of items. If you want to include all items, just leave the date pickers empty.
Allow tables to be used for listing repeating items. For example, to print the list of allowances an employee may have.
Enhanced verification for absence creation
You can only create an absence for an employee on or after their earliest pay entry date in the system. If you select a date prior to the earliest pay entry date in the system, following validation message appears:
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Improvements to the security access group
A new action menu has been added to the security access group, allowing for certain actions to be performed collectively across all screens. The available actions are illustrated in the screenshot provided below.
We have implemented enable all and disable all buttons to activate or deactivate user-defined or custom reports for the group.
Ability to unlock timesheets
If the admin tab is selected on a user profile, users with that role should also be able to unlock timesheets. Previously, only users with the standard administrator role could unlock timesheets.
