C o n n X V 5. 2 E R R e l e a s e N o t e s CONNX V5.2 ER RELEASE NOTES MARCH Copyright 2018 ConnX Pty Ltd 1 of 26

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1 CONNX V5.2 ER RELEASE NOTES MARCH 2018 Copyright 2018 ConnX Pty Ltd 1 of 26

2 Copyright 2018 ConnX Pty Ltd ABN Reproduction in whole or in part by electronic, mechanical or chemical means, including photocopying recording or by any information storage and retrieval system, in any language, is strictly prohibited except in accordance with the Copyright Act The information contained within this document is for illustrative purposes only. ConnX Pty Ltd and its employees accept no responsibility or liability whatsoever for any act or omission upon the contents of this document. ConnX Pty Ltd acknowledges that the product and company names mentioned in this document may be the trademarks of their respective owners. ConnX Pty Ltd Level Coronation Drive MILTON QLD PO Box 1122 MILTON QLD 4064 AUSTRALIA Ph: 1300 CONNXHR Intl: Web: 2 of 26 Copyright 2018 ConnX Pty Ltd

3 TABLE OF CONTENTS INTRODUCTION 4 DOCUMENT PURPOSE 4 AUDIENCE 4 BACKGROUND 4 COMPATIBILITY 4 CONNX SUPPORT NEW FEATURES CONNX BASE ESP SYSTEM (ALL CLIENTS) GENERAL WELCOME PAGE MY DETAILS MY TEAM HR ADMIN ADMIN CONNX MODULES AWARD INTERPRETATION BUSINESS INTELLIGENCE CONNXCAREERS EXPENSE CLAIMS LEARNING & EDUCATION MOBILE ONBOARDING PERFORMANCE REVIEWS RECRUITMENT REPORTS MANAGER ROLE POSITIONS SKILLS TIMESHEETS WHS WORKFLOW FORMS WORKFORCE PLANNING 26 Copyright 2018 ConnX Pty Ltd 3 of 26

4 INTRODUCTION Document Purpose This document outlines the new features and changes in ConnX V5.2. Audience This document is intended for existing clients with ConnX V5.1 SP3. Background This release includes changes made since ConnX Version ( ). Please refer to the Release Notes provided with that release for a complete list of changes. Download the ConnX V5.1 Release Notes Download the ConnX V5.1 SP1 Release Notes Download the ConnX V5.1 SP2 Release Notes Download the ConnX V5.1 SP3 Release Notes Compatibility Please refer to the technical specifications document for more information. Download the ConnX Technical Specifications 4 of 26 Copyright 2018 ConnX Pty Ltd

5 ConnX Support Please contact your ConnX Support Representative if you require any assistance. Contact Address Ph: 1300 CONNXHR Intl: support@connx.com.au Level Coronation Drive MILTON QLD 4064 AUSTRALIA PO Box 1122 MILTON QLD 4064 AUSTRALIA Copyright 2018 ConnX Pty Ltd 5 of 26

6 1.0 NEW FEATURES ConnX User Interface We have implemented some underlying technology improvements in relation to the user interface. For example, we ve updated our third-party user interface controls, such as grids, rich text editors, date pickers, etc. Generally speaking, you should not be able to tell the difference between the old and new controls, but the changes mean that you will have a better experience in the future ConnX Business Intelligence There is a new business intelligence report available for ConnX BI called Employee Timecard Interpreted Transactions. A new view has been created to include the timecard information ConnX Careers and Apply with Seek If you use the ConnX Careers platform, you now have the option of adding an Apply with Seek button onto the application details page, as can be seen in the sample screen below. 6 of 26 Copyright 2018 ConnX Pty Ltd

7 This button allows candidates applying via your ConnXCareers site to extract data from their personal SEEK profile to pre-fill the application form. Additionally, having this integration point now meets one of SEEKs pre-requisites to allowing organisations to have a SEEK Link Out account (bear in mind that SEEK also imposed additional conditions to getting this as well). A SEEK Link Out account allows you to see your vacancy posted on SEEK and press the Apply button and instead of filling in your data on the SEEK website, it will re-direct you to your ConnXCareers website and the candidate can apply there. Please refer to the Seek website for more information about the Apply with Seek functionality. Copyright 2018 ConnX Pty Ltd 7 of 26

8 2.0 CONNX BASE ESP SYSTEM (ALL CLIENTS) 2.1 General Logging into ConnX Unrestricted system administrators now see the licence warning message when their licence is due to expire even if they are using single sign on to access ConnX System Notifications Made some changes so that ConnX now sends notifications to addresses which contain special characters (e.g. an apostrophe). The approval and distribution list notifications for Visas now shows the employee name and code, previously showed the code only. Updated the and system notifications when withdrawing a leave application so they are easier to read and show the most important details more clearly. Original message Updated message 2.2 Welcome Page Widgets Fixed a problem where Internet Explorer did not correctly show a vertical scroll bar on all widget panels. 8 of 26 Copyright 2018 ConnX Pty Ltd

9 2.3 My Details Qualifications My Details > Qualifications The Course Details and Institution fields are now shown correctly in the webgrid. Previously in some situations the fields of the first record were being display on all records New Leave Application My Details > Leave Details > Leave Application New Made some further improvements to the new leave application process when running on slow internet connections so that the Leave Relationship field correctly displays when necessary. Improved the validation of the hours off fields for part day leave application so that they must be greater than zero. The Total Hours Off field will now auto calculate and populate after you enter a Start Time and End Time on a part day leave application. 2.4 My Team Disciplinary Events Resolved an issue where the user could not select or clear the Employee Can View this Disciplinary Event checkbox after the event was first recorded Work Schedule My Team > Work Schedule Resolved an issue where you could not make changes to the work schedule data in the first cell of top row if it was a public holiday. Copyright 2018 ConnX Pty Ltd 9 of 26

10 2.5 HR Admin Perform Import HR Admin > Perform Import To improve speed and ensure consistent data, we now clear relevant employee leave balances (except RDO balances) before re-importing them from Sage MicrOpay payroll. Fixed an error that occurred if the Payroll Import Settings for Cost Accounts or Pay Classes were set to Auto Accept in Use and you were importing from Sage MicrOpay with new Costs Account items or Pay Class items Perform Export HR Admin > Perform Export Resolved an issue where leave applications from a previous pay period where included in the export file when you performed the same export a second time. For Timecard employees, resolved an issue where a timecard was not always flagged as Completed after the export if the timecard had zero hours for an AutoPay employee Process Leave Applications HR Admin > Process Leave Applications Fixed an error that occurred when you made changes to the Hours Off field while processing an RDO leave application Process Requests HR Admin > Process Requests Further speed improvements have been made when setting the Request Type filter as [All Requests]. Resolved a display issue in the popup screen when viewing a custom workflow form which included a date and time field and the time component was not filled in. Resolved an issue where the Process button was not available for requests related to a Notice of Resignation or Retirement. Can now Process this workflow form and open the Employee Separations page correctly. 10 of 26 Copyright 2018 ConnX Pty Ltd

11 2.5.5 New Starter HR Admin > Manage New Employee You can now add, edit, and save Bank Names up to 100 characters long. If importing a new employee record from an onboarding system (or other third-party system) using the ConnX Web Service, any date fields being imported which are blank are no longer being set to the default date of 01/01/1900. When creating a new user account, the employee code is now verified as part of workflow approval and denied if it already exists in the system Maintain Employees HR Admin > Maintain Employees You can now open multiple tabs/windows to make and save changes for different employee records. When you complete making changes, simply click the Save button on each tab/window before closing that tab/window, and then go on to edit the other records Setup Regions HR Admin > HR Admin Settings > Regions Resolved an issue where you could not assign a region if you were grouping items on the webgrid. 2.6 Admin Disciplinary Event Notifications So that user defined fields can be included in Disciplinary Event notifications, we have added the Include in Notifications field for when you configure the UDFs via Admin > Settings > User Defined Fields. If you wish to enable this feature, please edit your UDFs and turn it on. Copyright 2018 ConnX Pty Ltd 11 of 26

12 2.6.2 Permission Settings Admin > Settings > Permission Added a new permission setting to control whether Supervisors or Managers can see the disciplinary events for employees of the same Access Level or below. 12 of 26 Copyright 2018 ConnX Pty Ltd

13 Reviewed and updated all pages that display salary and rates to ensure that HR Admin and Admin permission settings apply correctly throughout ConnX Employee Rule Set Group Assignment Admin > Leave > Employee Rule Set Group Resolved an issue where you could not unassign an employee from a Rule Set Group in some instances. Copyright 2018 ConnX Pty Ltd 13 of 26

14 3.0 CONNX MODULES 3.1 Award Interpretation Timecard Entry Timesheets > Timecard Entry When employees are configured with paygrade changes by cost account, ConnX now includes the pay grade change for manual entitlements that are not evaluated by the Award Interpreter Schedule Difference Rule The Exceed Schedule Duration Rule can now trigger for employees who have a work pattern with the Enter Hours Per Day or Contract Hours as the Hours Source. Previously worked only on work patterns with start and finish times Public Holiday Not Worked Rule Fixed an issue where the Public Holiday Worked Rule created a new work interval after a break when the employees work pattern went past midnight Assigning Timecard Export Templates Admin > AIR Admin > Export Settings > Assign Export Template For new employees, you can now correctly use the employees hired date as the Effective From date when assigning and know that transactions for that employee will be exported in the appropriate pay period Permission Settings Admin > Settings > Permission Made a change so that the Dollar Values setting (in the Interpreted Results Grid) is always visible to the users that have permission to see it. The Dollar Values (in Interpreted Results Grid) setting has been removed from the Permission Settings Page (Admin > Settings > Permission). 14 of 26 Copyright 2018 ConnX Pty Ltd

15 3.2 Business Intelligence New Employee Timecard Interpreted Transaction Report There is a new business intelligence report available for ConnX BI called Employee Timecard Interpreted Transactions. To access the new report: 1. Open ConnX > Reports > View Dashboard. 2. Select the Browse tab. 3. Type the report name (i.e. Employee Timecard Interpreted Transactions) directly into the Search Content field, and press Enter, or open the ConnX/Timesheets folder. 4. Click Employee Timecard Interpreted Transactions to open the report. Copyright 2018 ConnX Pty Ltd 15 of 26

16 3.2.2 Changes to the Employee Details View Made several changes to the Employee Details View: - The Leave Applications section now has the following additional fields available for your use: Start Time, End Time, Hours Start, and Hours End fields. - The Employee Positions Current, Employee Positions Historical, Employee Positions Last Assigned sections now have the following additional fields for your use: FTE Hours Per Week. - Added the Period End Date (Pay Frequency Group) and Manual Entitlements to the filter sets Accessing ConnX BI in multiple web browsers Resolved an issue where a user could not use ConnX BI when they were logged into a different instance of ConnX (for example, using a different web browser). Now all other sessions are closed whenever the user logs in Importing the BI File Note that after importing a BI file (containing updated BI views and BI reports, generally used for upgrading the BI module) via Reports > Report Administration, the cached filters are automatically refreshed the next time the BI service polls. This normally starts a few minutes after the import has completed and may take up to half an hour to finish. This process can use all the server resources and may impact the performance of the server. Therefore, it is highly recommended that you import the BI file when the server is not used by other systems or applications. 3.3 ConnXCareers Available Jobs and Expression of Interest Vacancies are now visible all day up until 11:59:59PM (based on the ConnXCareers server time) on the closing date. They will then become hidden after that. When there are no vacancies published to ConnX Careers, a new message of "There are currently no vacancies available at this time." now shows on the Available Jobs screen. 16 of 26 Copyright 2018 ConnX Pty Ltd

17 When there are no expression of interest vacancies published to ConnX Careers, a new message of "We are currently not advertising any positions for Expression of Interest." now shows on the Expression of Interest screen. Removed some of the text that was under the Expression of Interest job because it was too generic Privacy Notice We've added a Privacy link to the footer of all pages in ConnXCareers. The link opens a new tab with the privacy policy Applications To increase speed and performance, when an applicant uploads a photo as part of the application form, it is automatically resized to a maximum width of 300 pixels. Cover Letter and Resumes that a candidate uploads are now validated to make sure they are of a specific file type (i.e. doc, docx, pdf, txt, rtf, odt). Copyright 2018 ConnX Pty Ltd 17 of 26

18 If a mandatory field is not filled in when a candidate attempts to submit their application, the screen now re-positions them to the first mandatory field they missed. Made some minor formatting changes to improve the display of screening questions on the Application Form Submitted Applications Fixed an error that occurred when using the pagination buttons on the Submitted Applications screen. Added a new filter above the webgrid on the Submitted Applications and Submitted Expressions of Interest screens. 3.4 Expense Claims Setting up Expense Claims Admin > Expenses Claims > Setting up Expense Claims The Automatically enable Expense Claims for new employees setting now operates as expected. 3.5 Learning & Education Historical Class Enrolment Learning > Historical Class Enrolment Resolved an issue where the Employee filter disappeared when the user changed the Document Upload method. 3.6 Mobile Login Screen The account suspension notification is sent only once to Administrators when an employee fails to log in after the set number of failed login attempts. 18 of 26 Copyright 2018 ConnX Pty Ltd

19 3.6.2 Leave Applications Improved the validation of the Hours Off fields for part day leave application so that they must be greater than zero. The Hours Off field will now auto calculate and populate after you enter a Start Time and End Time on a part day leave application Pay Advices Pay Details > Pay Advices PDF Pay Advice files from HR3Pay are now encrypted using ConnX s algorithms after they have been opened in ConnX. 3.7 Onboarding Onboarding Configuration Admin > Settings > Onboard Config The Test Connection button is now only enabled once the configuration record has been saved New Starter HR Admin > Manage New Employees > Add a new starter record When selecting the Onboard button it will now save the record and then send it to the onboarding system. Copyright 2018 ConnX Pty Ltd 19 of 26

20 3.8 Performance Reviews Current Reviews Performance > Current Reviews The Summary screen at the end of the Review form now uses any custom labels for participant roles that you have setup. When adding a goal on the Review Form via the goal pop-up, the goal now correctly saves as expected and you do not need to select Next or Save Progress on the main screen. Added the ability to delete a goal from the Create Goal Section on a Review Form. Note that there are still rules that govern when a goal can be deleted. For example, users cannot delete a goal here if it has already been approved Goals Performance > Goals Goals are locked, and changes cannot be made after the goal has been approved by the employee and manager. Removed the Delete button from the Edit window so that users cannot accidently delete the goal after it has been approved. 20 of 26 Copyright 2018 ConnX Pty Ltd

21 3.8.3 Workflow Inbox The user must select the Process button to approve goals. There was an issue where goals were automatically approved when the user made and saved changes to a goal, but this has been resolved Review Answers You can now setup a Goal Review answer and use the same points for each item and still have the goal review save properly in the Review Form. Previously you had to set the points differently for each item within the same review answer. [test existing data Extract Review Answers Performance > Extract Review Answers When users export the contents of the webgrid to Excel: - the file no longer contains any HTML tags. - the file now includes the Section name and Question column. 3.9 Recruitment Vacancy Noticeboard Company Info > Vacancy Noticeboard Resolved a display issue and now screening questions are correctly displaying on the Vacancy Noticeboard Applications Recruitment > Applications Setting the applicant Status to Short Listed now increases only the Short Listed count. Previously, the Interview count also incorrectly automatically increased by one. The date that the application was created is now visible in the Activity panel if the applicant record was created via the ConnX Process Applicant Service (e.g. from SEEK, or another job board). Copyright 2018 ConnX Pty Ltd 21 of 26

22 The date picker for the Date Received field now operates as expected when manually creating an applicant record. Resolved an issue where the qualification appeared twice on the Screening tab if an applicant answered positively when applying via ConnX Careers Vacancies Recruitment > Vacancies There is a new link under the Apply URL textbox on the erecruitment Details tab if the vacancy is advertised on ConnX Careers. Users can click this link to automatically add the vacancy URL to the Apply URL field. Vacancies are now immediately removed from the ConnX Careers website when they are deleted in ConnX. Recruiters can now select the root node (or highest node) on the location tree for the vacancies that are sent to ConnX Careers. Updated the Locations used in ConnX so that they are the same as the locations used by the latest change in the SEEK interface and vacancy details can be added without causing an issue. 22 of 26 Copyright 2018 ConnX Pty Ltd

23 3.9.4 Applicant Correspondence Recruitment > Vacancy - Send Notifications There are three new columns in the webgrid that Recruiters can use to filter correspondence with applicants. 1. Applicant Media/Agency 2. Applicant Score 3. Is Employee Setting up Recruitment Recruitment > Setup Special characters can now be used for stronger passwords in erecruitment Media Recruitment > Media You have the option to set up three different interfaces when you want to automatically post vacancies online: ConnX Careers, Seek, and Broadbean. You can use the Broadbean interface to post vacancies to other job boards. Copyright 2018 ConnX Pty Ltd 23 of 26

24 3.9.7 Removing Old SEEK API Interface Log Records To maintain system performance, there is a new CAP process for deleting Seek API 2017 media vacancy logs older than a set number of days. You will need to go to Admin > Settings > Automated Process Scheduler to review and update the process configuration Reports Manager Report Administration Reports > Report Administration Added the ability to filter reports according to Department Type. 24 of 26 Copyright 2018 ConnX Pty Ltd

25 3.11 Role Positions Skills Positional Chart Company Info > Org Chart by Position Now, when you select to Export Entire Org Chart to Viso: - the file now only includes positional levels from the Start At drop down list; - the file now includes the Employee Code Timesheets No substantial changes have been made to this module. Copyright 2018 ConnX Pty Ltd 25 of 26

26 3.13 WHS WHS Person Involved WHS > Incidents You can now select the Specific Bodily Location when adding details about an injury Workflow Forms No substantial changes have been made to this module Workforce Planning No substantial changes have been made to this module. 26 of 26 Copyright 2018 ConnX Pty Ltd