Fairsail Ariel Release Notes

Transcription

1 Fairsail Ariel Release Notes FS-ARL-XXX-RN RARL.00

2 Fairsail All rights reserved. This document contains information proprietary to Fairsail and may not be reproduced, disclosed, or used in whole or in part without the written permission of Fairsail. Software, including but not limited to the code, user interface, structure, sequence, and organization, and documentation are protected by national copyright laws and international treaty provisions. This document is subject to U.S. and other national export regulations. Fairsail takes care to ensure that the information in this document is accurate, but Fairsail does not guarantee the accuracy of the information or that use of the information will ensure correct and faultless operation of the service to which it relates. Fairsail, its agents and employees, shall not be held liable to or through any user for any loss or damage whatsoever resulting from reliance on the information contained in this document. Nothing in this document alters the legal obligations, responsibilities or relationship between you and Fairsail as set out in the contract existing between us. This document may contain screenshots captured from a standard Fairsail system populated with fictional characters and using licensed personal images. Any resemblance to real people is coincidental and unintended. All trademarks and service marks mentioned in this document belong to their corresponding owners. FS-ARL-XXX-RN RARL.00 Fairsail Ariel Release Notes Fairsail

3 Contents Contents Fairsail Collaboration Portal: Customer Notice 4 About these Release Notes 5 Related Information 6 Fairsail HCM Configuration Guide 6 Fairsail WX Configuration Guide 6 Fairsail WX: Guide for Users 6 Fairsail Recruit: Guide for Administrators 7 Fairsail Recruit: Guide for Recruiters 7 Which Guide do I Need? 7 Release Summary 8 Known Issues 10 Release Content 11 Use Employee Start Dates to Control Absence Entitlement 12 Creating a New Absence Accrual Rule 12 Translation Workbench: Vacation/Absence 27 Easier Selection of Absence Period Dates in WX 33 New Vacation or Absence Request 33 Reviewing Objectives in WX 37 Reviewing Objectives 37 Reviewing Objective Weightings 41 Reviewing Team Member Training Requests 43 Approving Team Member Training Requests 43 Confirming Team Member Training Requests 45 More Triggers for Action Events 47 Events that can Trigger Action Events 47 Convert Text Field Content to Picklist Options in HR Requests 55 Field Sets: HR Request 55 Pagination Controls for Vacancy Details 58 Vacancy Details 58 Changes Summary 61 Glossary of Terms 62 Index 64 Fairsail Ariel Release Notes Fairsail

4 Fairsail Collaboration Portal: Customer Notice Fairsail is ending support for the Collaboration Portal interface in For more information see help.fairsail.com help.fairsail.com/customer Notices/Collaboration Portal Sunset.pdf. Fairsail Ariel Release Notes Fairsail

5 About these Release Notes Welcome to the Fairsail Ariel Release! These Release Notes provide full information on what has changed in this release: A brief, high level summary of the functionality. Step by step set up and usage information: indicates a completely new feature for this release. indicates a significantly enhanced feature for this release. Highlighted text indicates other enhancements. To make it easier for you to find enhancements to the parts of Fairsail that you use most often, information is ordered by product area. Select the links in the Release Summary, use the bookmarks, or navigate using the contents list. Ariel was a full rigged sailing ship built as a clipper in 1865, and famous for the speed of her voyages between China and England carrying cargoes of tea. A premium was paid for the first consignment of each season's tea delivered to London. In the 1866 Great Tea Race, Ariel left Foochow (Fuzhou), China on 30 May, using the same tide on the the same day as fellow clipper Taeping. Sailing through the China Sea, Indian Ocean, and before the opening of the Suez Canal in 1869, around the Cape of Good Hope and the west coast of Africa, both ships entered the English Channel together, eventually docking in London on 6 September. Taeping was of shallower draft and able to tie up first, just 28 minutes ahead of Ariel after voyages of 99 days and around 16,000 nautical miles (29,000 kilometers). By agreement of the ships agents and owners, the premium was shared between the captains and crews of both ships. Both Ariel and Taeping were built around iron frames with timber cladding by Robert Steele & Company of Greenock, Scotland, a company responsible for building 20 China tea clippers. The clippers were designed for speed, and it was usual for ships that had recorded faster passages to command higher prices for transporting cargo. Fairsail Ariel Release Notes Fairsail

6 About these Release Notes Related Information Related Information Full documentation supporting Fairsail Ariel is available in the following guides: Fairsail HCM Configuration Guide Coverage summary How to set up, manage, and maintain the Fairsail HCM system. Includes detailed configuration information. Typical target audience You have overall responsibility for the content of the Fairsail system within your organization and provide first line support for HR Managers. Fairsail WX Configuration Guide Coverage summary How to set up, manage, and maintain the extra functionality delivered with Fairsail WX. Includes detailed configuration information. The information builds on that supplied in the HCM Configuration Guide. Typical target audience You have overall responsibility for the content of the Fairsail system within your organization and provide first line support for HR Managers. Fairsail WX: Guide for Users Coverage summary How to use Fairsail WX for all day to day HR processes, such as booking vacation and recording absence, setting and checking objectives, and recording changes to your personal circumstances. Typical target audience You are an employee with no special HR duties, though you may run a team and have operational responsibility for them. You want quick and easy self service access to the information your organization asks you to maintain about yourself and your direct reports. Fairsail Ariel Release Notes Fairsail

7 About these Release Notes Related Information Fairsail Recruit: Guide for Administrators Coverage summary How to set up Fairsail Recruit to support recruitment in your organization. Includes setting up Agency and Candidate Portals, posting to Job Boards, and configuring supporting features such as approval processes and recruitment forms. Typical target audience You have responsibility for setting up and maintaining the recruitment process in your organization, as implemented through Fairsail Recruit. You provide first line support for hiring managers and recruiters running individual recruitment campaigns. Fairsail Recruit: Guide for Recruiters Coverage summary How to set up and edit Vacancies, manage Candidates and Applications. Includes Agency management, uploading resumes, and conducting skill searches. Typical target audience You have responsibility for running recruitment campaigns for your organization. Which Guide do I Need? The guide to use for each part of the release is indicated in the Release Summary. Fairsail Ariel Release Notes Fairsail

8 Release Summary Feature Select the link to jump to full description. No setup WX/Collab. Portal HR/Recruit Manager Portal HR/Recruit Admin. Contact Fairsail See the guide for related information. Switchable Setup Setup Note 1 Note 2 Note 3 Note 4 Note 5 Create Absence Accrual Rules with accrual and entitlement determined by Team Member Start Dates (see page 12). Fairsail HCM Configuration Guide Easier absence date selection in WX (see page 33). Fairsail WX Guide for Users Improved and extended review displays for Objectives and Objective Weightings in WX. (see page 37) Fairsail WX Guide for Users Improved Training request review in WX (see page 43). Fairsail WX Guide for Users More triggers for Action Events. (see page 47) Fairsail HCM Configuration Guide Use picklists for text field content in HR Requests (see page 55). Fairsail HCM Configuration Guide Pagination controls for Vacancy Details (see page 58). Fairsail Recruit Guide for Recruiters Fairsail Ariel Release Notes Fairsail

9 Release Summary Related Information Notes 1. Features are present and require no setup to use. 2. Features appear in WX/Collaboration Portal and can be switched on or off using a Policy setting. 3. Features appear in the HR Manager Portal or the HR Recruit Portal and can be configured. 4. Features are available to the HR or Recruit Administrator and require configuration. 5. Contact Fairsail if you wish to use these features. No new features force you to use them. Choosing to use the new features can greatly enhance your Fairsail experience, but you can continue to use your existing system in its current form. None of your customizations are affected. Fairsail Ariel Release Notes Fairsail

10 Known Issues Known issues are those which: Are not major; any major issues are resolved before release. May impact Fairsail implementations in some practical way. Are planned to be fixed as soon as possible. This release has no known issues. Fairsail Ariel Release Notes Fairsail

11 The following pages provide full information on what has changed in this release, arranged by feature as listed in the Release Summary. Fairsail Ariel Release Notes Fairsail

12 Use Employee Start Dates to Control Absence Entitlement Use Employee Start Dates to Control Absence Entitlement New entitlement options added to Absence Accrual enable you to create an Absence Accrual Rule with separation between accrual and availability - typically used to start accruing a type of absence before a Team Member is able to draw on it. You can also use the settings to define an endless accrual. Both start and end dates for the accrual can be offset from the employee's Start Date. Availability - when the employee can start to use the type of absence - can be set to the start of accrual, or to the next reset date (see page 12). Creating a New Absence Accrual Rule Each Absence Accrual Rule defines one category of absence or vacation. Absence Accrual Rules are grouped in an Absence Accrual Pattern. Primary settings for each rule are: Type: Absence or Vacation. Reason: the category of absence or vacation, such as sickness, planned vacation, maternity. Default: if this Reason is the default for this Type. One Reason must be designated as the default for Absence, and one as the default for Vacation. Additional Fieldset: if there is an additional set of fields to be displayed for absences of this Reason. Is Paid: if absence for this Reason is paid or not. Is Private Default: if absence for this Reason is to have the reason displayed in the Team View or not. In addition, a wide range of other settings enable you to define: The rate at which accruals are earned. When and how values are reset. If accruals and entitlement are related to Team Member Start Dates. If absences of this type default to having provisional end dates when booked. Multiple carry over periods. For how long carried over values remain usable. How accruals are handled for Team Members who work less than full time. How accruals are treated during periods of paid and unpaid absence. If balances are displayed in WX and the Collaboration Portal for Team members booking absence or vacation. Fairsail Ariel Release Notes Fairsail

13 Use Employee Start Dates to Control Absence Entitlement To create an Absence Accrual Rule: 1. Select the Absence Accrual Patterns tab. Fairsail displays the Absence Accrual Patterns Home page. 2. Select the Name of the Absence Accrual Pattern for which you want to add a rule. Fairsail displays the Absence Accrual Pattern Detail page: Fairsail Ariel Release Notes Fairsail

14 3. In the Absence Accrual Rules section, select New Absence Accrual Rule. Fairsail displays the New Absence Accrual Rule Edit page: Release Content Use Employee Start Dates to Control Absence Entitlement Fairsail Ariel Release Notes Fairsail

15 Use Employee Start Dates to Control Absence Entitlement 4. Complete the fields as follows: Field Description Information section Absence Accrual Pattern Type Reason Default Is Paid The name of the Pattern for which you are defining this rule. To change to a different pattern, select Absence Accrual Pattern lookup want. Picklist. The overall type of absence to which this rule applies. Select the picklist and select from: to find and select the pattern you Absence Use Absence for incidental absences that are not subject to accrual. For example, sickness, compassionate. Do not enter values in the fields on this page that apply to accrued absence. Vacation Use Vacation for all types of absence where there is an entitlement that accrues over time. For example, PTO, annual leave, parental leave. Setting Type to Vacation enables the accrual rules and logs to work correctly. The category of absence, for example sickness, planned vacation, compassionate. The value you enter here must also be in the picklist values for the Absence object Reason field. By default, picklist values are: Planned Vacation Unplanned Vacation Sickness Compassionate Late Maternity Paternity Leave You can change the default values through Setup > App Setup > Create > Objects.. To designate this Reason as the default Reason for this absence type. The Default Reason is the one that is displayed by default in the Reason field when a Team Member clicks selects New for Absence or Vacation in the Collaboration Portal and WX. Non default reasons are selected from the Reason picklist. Designate one Reason as the default for Absence, and one as the default for Vacation. If checked, the Reason acts as the default value for this absence Type when entering a new absence. If unchecked, the Reason does not act as the default value for this absence Type when entering a new absence.. If checked, Team Members are paid during absences of this reason. For example, planned vacation/pto is typically paid for full time employees. If unchecked, Team Members are not paid during absences of this type. For example, leave Is Paid unchecked for an absence of type Unpaid Leave. Fairsail Ariel Release Notes Fairsail

16 Use Employee Start Dates to Control Absence Entitlement Field Is Parental Leave Use Dependant Relationship Description. Controls the display of Parental Leave fields in the Collaboration Portal and WX. Parental Leave fields are held in the Parental Manager and Parental Team Member Field Sets. Parental Leave is leave associated with the birth or adoption of a child, such as maternity or paternity leave. If checked, this absence reason is classed as Parental Leave. When this absence reason is selected in the Collaboration Portal and WX, fields in the Parental... field sets are displayed for entry. Set date parameters and limits in Absence Accrual Seniority. If unchecked, this absence reason is not classed as Parental Leave. When this absence reason is selected in the Collaboration Portal and WX, fields in the Parental... field sets are not displayed. Picklist. Controls the display and use of a picklist of the Team Member's Dependants in WX. Team Members requesting absence of this reason can be required to select the name of a dependant as part of the request. Select the picklist and choose from: None Default. A dependant name is not required for absences of this type. The dependant picklist is not displayed in the WX absence request. Optional The dependant picklist is displayed in the WX absence request for voluntary use. The Team Member does not have to select a dependant. End Date Provisional Default Rate Per Mandatory The dependant picklist is displayed in the WX absence request and a dependant name must be selected before the request can be saved.. If checked, when booking an absence of this reason the End Date Provisional Yes/No flag is set to Yes by default. If unchecked, when booking an absence of this reason the End Date Provisional Yes/No flag is set to No by default. Provisional end dates are typically used when an absence is not predicted, for example, for sickness. Picklist. The frequency at which absences of this Reason are accrued. Select the picklist and select from: Not Accrued Day Week Biweek Semimonth Month For example, planned vacation entitlement may be accrued at a rate of 1/12 of total annual entitlement per completed month of service. In this case, set Rate Per to Month. If you set Rate Per to any value other than Not Accrued, make sure you set Rate in the Accrual Parameters section of the Absence Accrual Seniority for this rule. Fairsail Ariel Release Notes Fairsail

17 Use Employee Start Dates to Control Absence Entitlement Field Base Date Description Date. A date in the past to act as the starting point for accrual periods defined by this Rule. Accruals occur on exact multiples of the Rate Per value, starting from the Base Date. For example, set a base date so that weekly or biweekly periods can be aligned with payroll dates. Choose a date that pre-dates the earliest Start Date for Team Members using this Rule. Base Date: 1 March 1940 (Friday) Rate Per Week Accrue every Friday Rate Per Biweek Accrue every other Friday, calculated from 1 March Rate Per Semimonth Accrue on 1st and 15th of every month. Front Load Start Part Period Rate Per Month Accrue on 1st of every month. Select the field to display a calendar and select a date. If left blank, the Team Member's start date is used as the base date.. If checked, the entitlement to absence of this reason is added at the start of the accrual period. For example, if vacation entitlement is earned at a rate of 1.5 days per month, an additional 1.5 days vacation is available at the start of each month. If unchecked the entitlement to absence of this reason is added at the end of the accrual period. For example, if vacation entitlement is earned at a rate of 1.5 days per month, the Team Member must work the complete month before an additional 1.5 days vacation is available. To give employees a fixed amount of available absence at the start of an absence period, use Seniority and Rate Base settings on the Absence Accrual Seniority. Picklist. The accrual rate to apply to part periods at the start of the accrual period. Typically used to determine how much vacation entitlement is earned by a Team Member starting in the middle of an accrual period for that initial part period. Select the picklist and select from: Full Pro Rata, based on the proportion of time worked in the accrual period. End Part Period None Picklist. The accrual rate to apply to part periods at the end of the accrual period. Typically used to determine how much vacation entitlement is earned by a Team Member ending employment in the middle of an accrual period for that final part period. Select the picklist and select from: Full Pro Rata, based on the proportion of time worked in the accrual period. None Fairsail Ariel Release Notes Fairsail

18 Use Employee Start Dates to Control Absence Entitlement Field Description Example: 22 days full annual entitlement Setting New Hire: Start Part Period Full 22 days Pro Rata (8/12) x 22 = days None 0 days Termination: End Part Period 22 days (6/12) x 22 = 11 days 0 days Use Rounding Rounding Mode. Switches rounding for accrued balances on or off, for display in WX. If checked, accrued balances are rounded in WX as defined by Rounding to Nearest and Rounding Mode. If unchecked, accrued balances are displayed as calculated with no rounding applied. Use Rounding does not affect balances displayed in the HR Manager portal, which are rounded by default to two decimal places. Picklist. Use Rounding must also be checked for Rounding Mode to be used. Rounding Mode and Rounding to Nearest define how balances are rounded in WX. Select from: None Rounding is not used. Ceiling Rounds up to the nearest value above, defined by Rounding to Nearest. For example: Rounding to Nearest 0.5: Rounding to Nearest 0.25: o 9.11 is rounded to 9.5 o is rounded to 20.5 o 9.11 is rounded to 9.25 o is rounded to 20.5 Floor Rounds down to the nearest value below, defined by Rounding to Nearest. For example: Rounding to Nearest 0.5: Rounding to Nearest 0.25: o 9.11 is rounded to 9.0 o is rounded to 20.0 o 9.11 is rounded to 9.0 o is rounded to Fairsail Ariel Release Notes Fairsail

19 Use Employee Start Dates to Control Absence Entitlement Field Description Half Up A tie-breaking mode. Rounds to the nearest neighboring value, defined by Rounding to Nearest. When the unrounded value is mid-way between values, rounds up to the nearest value above. For example: Rounding to Nearest 0.5: o 9.11 is rounded to 9.0 o is rounded to 20.5 o is rounded to 15.5 Half Down A tie-breaking mode. Rounds to the nearest neighboring value, defined by Rounding to Nearest. When the unrounded value is mid-way between values, rounds down to the nearest value below. For example: Rounding to Nearest 0.5: o 9.11 is rounded to 9.0 o is rounded to 20.5 o is rounded to 15.0 Both Half Up and Half Down round to the nearest neighboring value, which can be above or below the unrounded value, except when the unrounded value falls mid-way between neighboring values. Rounding to Nearest A decimal value. Must be a a value with a whole number reciprocal. For example: 0.1, giving a reciprocal of 10, and rounding accrued balances to a tenth. 0.2, giving a reciprocal of 5, and rounding accrued balances to a fifth. 0.25, giving a reciprocal of 4, and rounding accrued balances to a quarter. 0.5, giving a reciprocal of 2, and rounding accrued balances to a half. Reset Day Reset Month Reset On Service Anniversary 0.3, 0.4, and all values above 0.5 are not valid for Rounding to Nearest. Direction of rounding is controlled by Rounding Mode. Picklist. Used with Reset Month to give the annual reset date on which accruals are reset to the Base Rate. Accruals up to the reset date are added to the carry over value. Select the picklist and choose the day of the month. If you set Reset Day and Reset Month to None, values accrue continuously from a Team Member's start date. Picklist. Used with Reset Day to give the annual reset date on which accruals are reset to the Base Rate. Accruals up to the reset date are added to the carry over value. Select the picklist and choose the month of the year. If you set Reset Day and Reset Month to None, values accrue continuously from a Team Member's start date.. An alternative to setting a reset date using Reset Day and Reset Month. If checked, accruals are reset to the Base Rate on the anniversary of the Continuous Service Date. If Continuous Service Date is not available, the anniversary of the Start Date is used as the reset date. If not checked, accruals use the reset date defined by Reset Day and Reset Month. Fairsail Ariel Release Notes Fairsail

20 Use Employee Start Dates to Control Absence Entitlement Field Seniority Change On Reset Zero Negative Accrual On Reset Use Accrual From Previous Year Carry Over Months Rolling Months Entitlement Start Entitlement Start Immediately Description. If checked, the Reset Date is used as the trigger for changes resulting from Seniority rules. If unchecked, individual Team Member anniversaries can be used to trigger changes resulting from Seniority rules. For example, a Seniority rule awarding an extra day's annual vacation to Team Members completing one year of employment works as follows: Team Member start date 1 July 2013, Reset Date 1 January o Seniority Change On Reset checked: Additional vacation entitlement earned from 1 January 2015, when the Team Member has completed a full year of employment plus 6 months. o Seniority Change On Reset unchecked: Additional vacation entitlement earned from 1 July 2014, when the Team Member has completed a full year of employment.. If checked, any negative values accrued for absence of this reason are set to zero on the Reset Date. If unchecked, any negative value accrued for absence of this reason is preserved through the Reset Date and carried forward as a negative starting balance to the new accrual period.. If checked, absence of this reason is accrued in one year to be used in the next year. The year starts from the Reset Date. For example, vacation entitlement for the vacation year is earned in the vacation year. If not checked, absence of this reason is used in the year in which it is accrued. Number of months. The length of the period in which any carried over amount must be used. If Carry Over Months is blank, any Carry Over amounts expire at the next Reset Date. Number of months. The length of time to look back when calculating if a defined limit has been reached. Set limits in the Absence Accrual Seniorities for this rule. Typically used for tracking non-accrued absence types such as sickness or family leave. If you leave Rolling Months blank, the last Reset Date is used as the starting point when calculating if a defined limit has been reached. Do not use Rolling Months for accrued types of absence because totals are reset to zero at the start of the rolling months period, overwriting accrued totals. Number of months. The length of time after the Team Member's Start Date that this Rule starts accruing. If blank, absence controlled by this Rule is available immediately on the Team Member's Start Date, when it also starts accruing.. If checked, absence controlled by this Rule is available as soon as the date determined by Entitlement Start has passed. If unchecked, absence controlled by this Rule is available at the following Reset Date. Absence controlled by this rule always starts accruing on the date determined by Entitlement Start. Fairsail Ariel Release Notes Fairsail

21 Use Employee Start Dates to Control Absence Entitlement Field Entitlement End Entitlement End Immediately Additional Fieldset Adjust Base For FTE Adjust Rate For FTE Adjust Carry Over For FTE Adjust Limits for FTE Description Number of months. The length of time after the Team Member's Start Date that this Rule stops accruing. If blank, absence controlled by this Rule does not stop accruing.. If checked, absence controlled by this Rule ceases to be available as soon as the date determined by Entitlement End has passed. If unchecked, absence controlled by this Rule ceases to be available at the following Reset Date. Absence controlled by this rule always stops accruing on the date determined by Entitlement End. API Name. The set of fields to be displayed when entering absences of this Reason.. If checked, the rate Base is multiplied by the FTE (Full Time Equivalent) unit for the Team Member for absences of this reason. For example, for a Team Member working 3 days out of a 5 day work week, a Base for annual vacation allowance of 1 is multiplied by 0.6 (=3/5) to give a pro rata adjusted Base of 0.6; the part time employee has a starting value for their annual vacation allowance of 0.6 days. If unchecked, FTE is ignored and the base is applied as specified. Set the Rate Base in the Absence Accrual Seniorities for this rule.. If checked, the Rate is multiplied by the FTE (Full Time Equivalent) unit for the Team Member for absences of this reason. For example, for a Team Member working 3 days out of a 5 day work week the Rate is multiplied by 0.6 (=3/5) to calculate a pro rata rate of accrual. If unchecked, FTE is ignored and the rate is applied as specified. Set the Rate in the Absence Accrual Seniorities for this rule.. If checked, the Maximum Carry Over value for absences of this reason is multiplied by the FTE (Full Time Equivalent) unit for the Team Member. If unchecked, FTE is ignored and the Maximum Carry Over value is applied as specified. Set Maximum Carry Over in the Accrual Parameters section of the Absence Accrual Seniorities for this rule.. If checked, all limits for this rule are multiplied by the FTE (Full Time Equivalent) unit for the Team Member for absences of this reason. Limits specify trigger values for alerts, evidence required, and blocks. If unchecked, FTE is ignored and the limits are applied as specified. Set limits in the Limit Parameters section of the Absence Accrual Seniorities for this rule. Fairsail Ariel Release Notes Fairsail

22 Use Employee Start Dates to Control Absence Entitlement Field Length Limit In Calendar Days Description. If checked, the length limits defined in the Absence Accrual Seniorities for this rule are expressed in: Calendar days instead of working days for Absence Accrual Patterns using Day as the Rate Unit. Adjust Minimum Accrual For FTE Accrue During Paid Absence Total hours instead of working hours for Absence Accrual Patterns using Hour as the Rate Unit. If unchecked, the length limits defined in the Absence Accrual Seniorities for this rule are expressed in working Rate Units. Rate Units are defined for the Absence Accrual Pattern.. If checked, the Minimum Accrual values for absences of this reason are multiplied by the FTE (Full Time Equivalent) unit for the Team Member. If unchecked, FTE is ignored and the Minimum Accrual values are applied as specified. Set Minimum Accrual and Minimum Year End Alert and Block values in the Limit Parameters section of the Absence Accrual Seniorities for this rule. Picklist. How entitlement to absence of this reason is to accrue during an accrual period that contains paid absence. Select the picklist and select from: Full. Accrue at the full rate throughout the period. None in Period. Do not accrue for the accrual period that includes paid absence. Partial. Accrue at the full rate if part of the accrual period is paid absence; do not accrue if the complete period is paid absence. Accrue During Unpaid Absence Pro Rata. Accrue at the full rate for that part of the accrual period that is not paid absence; do not accrue for that part of the accrual period that is paid absence. When a paid absence falls in more than one accrual period, the selected option applies to each period in which the absence falls. Picklist. How entitlement to absence of this reason is to accrue during an accrual period that contains unpaid absence. Select the picklist and select from: Full. Accrue at the full rate throughout the period. None in Period. Do not accrue while the Team Member is on paid absence. Partial. Accrue at the full rate if part of the accrual period is unpaid absence; do not accrue if the complete period is unpaid absence. Pro Rata. Accrue at the full rate for that part of the accrual period that is not unpaid absence; do not accrue for that part of the accrual period that is unpaid absence. When an unpaid absence falls in more than one accrual period, the selected option applies to each period in which the absence falls. Fairsail Ariel Release Notes Fairsail

23 Use Employee Start Dates to Control Absence Entitlement Field Is Private Default Description. Sets the default value for individual instances of absence of this type when entered in the Collaboration Portal and WX. Use in conjunction with the Show Absence Unless Private setting in the Policy. If Show Absence Unless Private is checked: Check Is Private Default to class absences of this reason as private by default when entered in the Collaboration Portal and WX, and so not visible to colleagues or reports in the calendar team view. Uncheck Is Private Default to class absences of this reason as not private by default when entered in the Collaboration Portal and WX, and so viewable by all in the calendar team view. You can choose to display or hide the Is Private checkbox in the Collaboration Portal and WX by including or excluding it from the relevant Absence object field sets. Show Calculated Days. If checked, requests for a new absence include the calculated number of days for the absence, taking into account any non-working days recorded in the Work Days Pattern allocated to the Team Member. Show Accrual Log Show Time in Lieu You can adjust the calculated number if necessary.. If checked, the Accrual Log is displayed in the Collaboration Portal and WX as part of the Absence process. Defaults to checked.. If checked, the Accrual Log includes a column with Time in Lieu values. Show Carry Over. If checked and Carry Over Months is greater than zero and less than 13.: The WX Absence Calendar includes the current carry over balance when it is greater than zero. The value does not include future time off requested or approved. The WX Accrual Log includes a column with Carry Over values. The Absence Calculator in the HR Manager Portal includes a column with Carry Over values. If checked and you have multiple carry over periods enabled, with Carry Over Months set to a value from 13 to 99 inclusive: The WX Absence Calendar includes the total current carry over balance when it is greater than zero. The value does not include future time off requested or approved. Carry over for multiple carry over periods is summed to give a single value. The WX Accrual Log includes columns with values for each Carry Over period. The Absence Calculator in the HR Manager Portal includes columns with values for each Carry Over period. Carry Over is time-off earned in a previous period and retained for use in the current period. Local employment law may specify maximum values and for how long carry over must be retained. By default, any available Carry Over time-off is drawn down after Time in Lieu and before accrued entitlement. The default deduction order can be changed. Fairsail Ariel Release Notes Fairsail

24 Use Employee Start Dates to Control Absence Entitlement Field Show Total Available Carry Over Show Accrued Total Show Accrued Balance Show Year End Balance Show Carry Over Year End Totals Show Carryover Payout Description. If checked, the WX Absence Calendar includes the total available carry over, calculated as: Total current carry over - Future time off approved and time off requested in the current leave year. To avoid confusion, choose either Show Total Available Carry Over or Show Carry Over.. If checked, the Absence display includes the current total time due to the Team Member. The total includes accrued entitlement, time in lieu, and carry over, minus any time taken, all for the current period.. If checked, the Absence display includes the accrued time due to the Team Member without time in lieu or carry over, and minus any time taken in the current period.. If checked, the projected Year End Balance including carry over and time in lieu and after deducting the current request is displayed in the Collaboration Portal and WX when Team Members display the New Vacation or Absence request page. Defaults to checked.. If checked, and multiple carry over periods are configured, the WX Absence Calendar displays a table of the carry over year end balances for each carry over period.. If checked, the Absence Calculator in the HR Manager Portal includes a section for Carryover Payout, including the amount and date of the most recent payout. Carry Over Payout is an amount of money paid in compensation for unused carry over entitlement at the end of a carry over cycle. Messages section Alert Message Evidence Message Block Message Parental Leave Message Entitlement Message Text. The Alert Message is displayed to the Team Member and manager when a defined value for this absence reason is reached. Set values as limits in the Absence Accrual Seniorities for this rule. Text. Used when evidence is required to support an absence. The Evidence Message is displayed to the Team Member's manager when a defined value for this absence is reached. Set values as limits in the Absence Accrual Seniorities for this rule. Ensure that the required fields are in the Absence Manager Evidence Field Set; these fields are included in the manager's Collaboration Portal page and WX when the Evidence Trigger has been set. Text. The Block Message is displayed when a defined limit for this absence is reached, and the limit is set so that the latest entry is not permitted and cannot be saved. Set limits in the Absence Accrual Seniorities for this rule. Text. The Parental Leave Message is displayed when any of the Parental Leave limits are reached. Text, up to 255 characters. Displayed in WX when attempting to book an absence that is wholly or partly outside the date range determined by the Entitlement Start and Entitlement End fields. Applies exclusively to Rules using Entitlement values. Typically, Entitlement Message suggests revising absence start or end dates so that the absence is fully covered by the Rule. Fairsail Ariel Release Notes Fairsail

25 Use Employee Start Dates to Control Absence Entitlement Field Description System Information section Show Rate Per Year Show Rate Per Year Pro Rata. If checked, the Rate per Year value is displayed on the Accrual Log.. If checked, adjusted values for Amount and Accrual in line with the Team Member's pro rata ratio are displayed on the Accrual Log. Pro Rata amounts are displayed when the Team Member: Has an FTE (Full Time Equivalent) value other than 1. For example, a part time employee working four days per week with an FTE of 0.8 shows pro rata amounts calculated by multiplying a full annual entitlement by 0.8. Has a Start Date part way through a leave year. For example, starting 9 months into a leave year gives a leave entitlement of (0.25 * full annual entitlement). Has a change of seniority part way through a leave year. The pro rata value shows the calculated entitlement combining the old and new seniority values. For example, moving from 15 days to 18 days annual entitlement 6 months into a leave year gives a pro rata entitlement of ((15 * 0.5) + (18 * 0.5)) = 16.5 days. Has an addition to their accrual with an adjustment. Fairsail Ariel Release Notes Fairsail

26 Use Employee Start Dates to Control Absence Entitlement 5. Select Save. Fairsail displays the Absence Accrual Rule Detail page with the rule summarized: You are now ready to define Seniority accrual and limit parameters for the rule. Fairsail Ariel Release Notes Fairsail

27 Use Employee Start Dates to Control Absence Entitlement Translation Workbench: Vacation/Absence Absence Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Default Field Label Field Label Override Field Type Absence Accrual Seniority Action Action Date Actual Arrival Date Alert Trigger Approval Date Approved Back To Work Interview Date Back To Work Interview Required Certified Date Confirmed Date Lookup (Absence Accrual Seniority) Formula (Text) Formula (Date) Fairsail Ariel Release Notes Fairsail Date Date Date Days Taken By Partner Number (6,0) Days/Hours Number (3,2) Earliest Parental Leave End Earliest Parental Leave Start Employment Record End Date End Date Provisional Evidence Trigger Expected Arrival Date Is Parental Leave Is Private Date Date Formula (Date) Formula (Date) Master-Detail (Employment Record) Date Date Last Modified Accrued Balance Number (4,2) Last Modified Balance Number (4,2) Last Modified Reason Rolling Days/Hours Number (5,2) Last Modified Reason Year Days/Hours Number (5,2) Last Modified Type Rolling Days/Hours Number (5,2) Last Modified Type Year Days/Hours Number (5,2) Latest Parental Leave End Latest Parental Leave Start Formula (Date) Formula (Date)

28 Absence Object Manager Action Manager Action Date Medical Certificate Required Months Since End Release Content Use Employee Start Dates to Control Absence Entitlement Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Formula (Text) Formula (Date) Formula (Number) Notes Long Text Area (32000) Notification Date Notification Type Paid Date Picklist Picture Text (20) Rate Units Reason Rejected Date Return Intent Self Certificate Required Show Team Start Date Status Still Birth Team Member Team Member Name Type Formula (Text) Picklist Date Picklist Formula (Text) Date Formula (Text) Formula (Text) Formula (Text) Formula (Text) Absence Accrual Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Default Field Label Field Label Override Field Type Absence Accrual Pattern Name Absence Accrual Rule Formula (Text) Accrual Number (4,4) Carry Over Number (4,4) Effective Date Employment Next Accrual Number (4,4) Reason Lookup (Absence Accrual Rule) Fairsail Ariel Release Notes Fairsail Date Master-Detail (Employment Record) Formula (Text) Time in Lieu Number (4,4) Type Formula (Text)

29 Use Employee Start Dates to Control Absence Entitlement Absence Accrual Pattern Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Default Field Label Field Label Override Field Type Hours to Days Conversion Factor Number (2,3) Inherits From Rate Units Lookup (Absence Accrual Pattern) Picklist Absence Accrual Rule Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Default Field Label Field Label Override Field Type Absence Accrual Pattern Accrue During Paid Absence Accrue During Unpaid Absence Master-Detail (Absence Accrual Pattern) Picklist Picklist Additional Fieldset Text (80) Adjust Base For FTE Adjust Carry Over For FTE Adjust Limits For FTE Adjust Minimum Accrual For FTE Adjust Rate For FTE Alert Message Text (255) Base Date Date Block Message Text (255) Carry Over Months Number (2,0) Deduct Order Text (255) Default End Date Provisional Default End Part Period Picklist Entitlement End Number (3,0) Entitlement End Immediately Entitlement Message Text (255) Entitlement Start Number (3,0) Entitlement Start Immediately Evidence Message Text (255) Front Load Fairsail Ariel Release Notes Fairsail

30 Absence Accrual Rule Object Is Paid Is Parental Leave Is Private Default Length Limit In Calendar Days Release Content Use Employee Start Dates to Control Absence Entitlement Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Parental Leave Message Text (255) Rate Per Picklist Reason Text (80) Reset Day Reset Month Reset On Service Anniversary Picklist Picklist Rolling Months Number (3,0) Rounding Mode Picklist Rounding to Nearest Number (5,4) Seniority Change On Reset Show Accrual Log Show Accrued Balance Show Accrued Total Show Calculated Days Show Carry Over Show Carry Over Year End Totals Show Carryover Payout Show Rate Per Year Show Rate Per Year Pro Rata Show Time In Lieu Show Total Available Carry Over Show Year End Balance Start Part Period Type Use Accrual From Previous Year Use Dependant Relationship Use Rounding Zero Negative Accrual On Reset Picklist Picklist Picklist Fairsail Ariel Release Notes Fairsail

31 Use Employee Start Dates to Control Absence Entitlement Absence Carryover Bucket Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Default Field Label Field Label Override Field Type Absence Accrual Master-Detail (Absence Accrual) Amount Number (4,4) Expiry Date Date Absence Accrual Seniority Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Default Field Label Field Label Override Field Type Absence Accrual Rule Alert Maximum Length Number (4,2) Alert Maximum Occurrences Number (4,0) Alert Maximum Total Number (4,2) Alert Minimum Accrual Number (4,2) Alert Minimum Year End Number (4,2) Block Maximum Length Number (4,2) Block Maximum Occurrences Number (4,0) Block Maximum Total Number (4,2) Block Minimum Accrual Number (4,2) Block Minimum Year End Number (4,2) Earliest Parental Leave End Number (3,0) Earliest Parental Leave Start Number (3,0) Evidence Maximum Length Number (4,2) Evidence Maximum Occurrences Number (4,2) Evidence Maximum Total Number (4,2) Latest Parental Leave End Number (3,0) Latest Parental Leave Start Number (3,0) Maximum Accrual Number (4,2) Maximum Carry Over Number (4,2) Rate Number (4,4) Rate Base Number (4,2) Seniority Number (10,0) Master-Detail (Absence Accrual Rule) Fairsail Ariel Release Notes Fairsail

32 Use Employee Start Dates to Control Absence Entitlement Absence Adjustment Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Default Field Label Field Label Override Field Type Absence Accrual Rule Employment Record End Date Rate Adjust Number (4,4) Rate Rule Lookup (Absence Accrual Rule) Master-Detail (Employment Record) Date Picklist Rationale Text Area (255) Reason Start Date Type Formula (Text) Date Formula (Text) Fairsail Ariel Release Notes Fairsail

33 Easier Selection of Absence Period Dates in WX Easier Selection of Absence Period Dates in WX Selecting a Start Date for an absence period in WX automatically populates the End Date with the same date as a starting value to make it easier when requesting an absence (see page 33). New Vacation or Absence Request To book a vacation or record an absence for yourself: 1. In the Navigation Bar, select the Absences process: 2. In the Detail view, select New: Fairsail Ariel Release Notes Fairsail

34 Easier Selection of Absence Period Dates in WX WX displays the New Absence view: 3. Complete the fields as follows: Start Date End Date Reason The first day of your time off. Select to display the calendar, and choose the date. The last day of your time off. End Date is automatically set to the same value as Start Date, so if you are booking a single day you can move on to complete Reason. To book a longer period, select End Date to display the calendar, and choose the date. Select the picklist and choose the reason. Fairsail Ariel Release Notes Fairsail

35 Easier Selection of Absence Period Dates in WX 4. Select Next. WX displays the next New Absence view: 5. Complete the fields as follows: End Date Provisional Notes. Typically used for parental leave or periods of sickness when the return to work date is not known in advance. Any notes you wish to be recorded against the time off request. Time Off (Days) section This Request... The calculated duration of your time off request, taking into account any non-work days such as public or statutory holidays recorded on Fairsail for your location. To change the calculated number of days displayed, for example when a request includes a day or days that are not part of your work week and that is not registered on Fairsail: Change the calculated figure in This request... To award Time in Lieu to a Team Member, the Team Member's manager enters a negative value. For example, to award one day's Time in Lieu, enter -1. The Accrued Balance displays an additional 1 day accrued. To request a half day: Enter the same date in Start Date and End Date. Enter 0.5 in This request (adjust if not all days are work days). Fairsail Ariel Release Notes Fairsail

36 Easier Selection of Absence Period Dates in WX 6. Select: o Save to submit the request to your manager for approval and return to the Detail view. o Cancel to discard your request and return to the Detail view. The request is added to your Vacation and Absence record with the status Pending until approved by your manager. Fairsail Ariel Release Notes Fairsail

37 Reviewing Objectives in WX Reviewing Objectives in WX You can now: See an expanded range of information when reviewing a Team Member's Objectives (see page 37). Use a single view to review the weightings applied to all a Team Member's Objectives (see page 41). Reviewing Objectives On the Next Review Date, objectives are flagged as requiring a review. A Review button is displayed for the Objective on the Detail view for both the Manager and the Team Member: The reviewing manager also has an Action raised for them. The action appears on their Actions list and is also mailed to them on their regular Fairsail Digest. Objectives can also be reviewed before the Next Review Date is reached. Fairsail Ariel Release Notes Fairsail

38 Reviewing Objectives in WX To review an Objective: Manager Team Member Select Review for the Objective on the Detail view: Fairsail displays the Manager's Review Objective view: Fairsail displays the Team Member's Review Objective view: Fairsail Ariel Release Notes Fairsail

39 Reviewing Objectives in WX Expand Description to show a fixed set of fields: Expand Attributes to display additional information that contributes to the review: Attributes displays the fields included in the Objectives, Additional Attributes Field Set. Fairsail Ariel Release Notes Fairsail

40 Reviewing Objectives in WX Review of Progress includes the following fields: Progress - mandatory. Select the picklist and choose the appropriate value: For continuing objectives: o Ongoing: Above Track o Ongoing: On Track o Ongoing: Below Track Objective Review includes a text box for the Team Member to enter their comments on progress towards achieving the Objective. For closed or completed objectives: o Closed: Exceeded o Closed: Achieved o Closed: Not Achieved o Closed: Canceled Manager Comments - optional. A text field for you to enter comments on progress the Team Member has made towards achieving the Objective. For closed or completed objectives, indicate the final progress achieved. Achievement - mandatory if displayed. Available as a policy option. Enter a percentage to indicate how much progress the Team Member has made towards achieving the objective. Enter a value in the box, or drag the slider to the value you want. Particularly useful for closing objectives, when the percentage achievement score can be used as part of a bonus calculation. Next Review Date - mandatory. For continuing objectives: The date of the next review of this objective. If the Next Review Date is after the End Date for the objective, the objective is extended to the new date. For closed or completed objectives: The date is ignored and on saving the objective is marked as Closed. Expand History to display previous comments entered for this Objective: Select Save to close the objective review and save the values you have entered. Fairsail Ariel Release Notes Fairsail

41 Reviewing Objectives in WX Reviewing Objective Weightings An Objective can carry a weighting as a percentage score to indicate relative importance - Objectives regarded as more difficult or more important can carry a higher weighting score than those which are easier or of lower importance. Objective weightings are set when creating a new Objective, and can be viewed for a single Objective on the Objective Details view. To see all the weightings given to your own Objectives on a single view, or to view and edit weightings for one of your Team Members: In the Objective Detail view, select Review Weightings: For your own Objectives, WX displays a read-only view: Fairsail Ariel Release Notes Fairsail

42 Reviewing Objectives in WX For your Team Members' Objectives, the view is editable: Adjust the weights using the spin buttons or by entering a new value: Total must be less than or equal to 100% - if it is more, a warning message is displayed and you cannot Save. If a new Objective is added which takes the Total weighting for one of your Team Members over 100%, you receive an action to review the weightings and the Review Weightings button displays a badge: Fairsail Ariel Release Notes Fairsail

43 Reviewing Team Member Training Requests Reviewing Team Member Training Requests There is now a simplified process for approving, confirming, and rejecting Team Member Training requests in WX. Approving Team Member Training Requests The Training process can be set up to require approval for training requests. Approval can be set to a named Approver, or be left to default to the Team Member's manager. The Approver or manager receives an Action to approve the training request when the request is submitted by the Team Member. To approve or reject the Training request: 1. In the Navigation Bar, select Actions: WX displays your Actions detail view. 2. Scroll to the Training section. WX displays training requested by your Team Members that needs your approval: Fairsail Ariel Release Notes Fairsail

44 Reviewing Team Member Training Requests 3. Select Approve Training. WX displays the Training View: The view includes the Approval History: o To Approve the request, select Approve: The request status changes to Approved, the Approval History is updated, and the Approved Date is set to today's date. o To Reject the request, select Reject: Fairsail Ariel Release Notes Fairsail

45 Reviewing Team Member Training Requests Confirming Team Member Training Requests The Training process can be set up to require manager confirmation for all Team Member Training Requests. The manager receives an Action to confirm the training request when the request is saved by the Team Member. To confirm the Training request: 1. In the Navigation Bar, select Actions: WX displays your Actions detail view. 2. Scroll to the Training section: WX displays training requested by your Team Members that needs your confirmation. 3. For the Training request you want to confirm immediately or edit, select Confirm Training. Fairsail Ariel Release Notes Fairsail

46 Reviewing Team Member Training Requests WX displays the Training View: To approve the request Select Confirm: WX marks the Training request as Approved with today's date, and the item is removed from your list of Actions. The request moves to the Active tab and the Status changes to Approved To make changes to the request, edit the Training view and select Save: WX retains the Training request in the list until you are ready to confirm it. Fairsail Ariel Release Notes Fairsail

47 More Triggers for Action Events More Triggers for Action Events Eight new trigger events are now available, including a number of date fields such as Review Dates for Development Needs, Objectives, and Performance Review, Training Start Dates, and the Team Member's Hire Date. Date fields can be used with offsets, enabling you to give advance warning of upcoming events and follow up overdue items. Trigger events have also been added for Team Member birthday, and for work anniversary (see page 47). Events that can Trigger Action Events Absence Event New Alert Evidence Approve Reject Delete Change When sent When an Absence notification is created. When an Absence notification triggers a pre-defined alert. When an Absence notification triggers a request for evidence. When an Absence notification is approved by a Manager. When an Absence notification is rejected by a Manager. When an Absence notification is deleted. When an Absence notification is changed. Benefit Event New Change Edit When sent When a Benefit record is created. When a Benefit record is changed. When a Benefit record is edited. Bonus Event When sent When the Send checkbox on the Bonus Edit page is checked. The Send checkbox is not included on the Bonus Edit page by default and must be added to the Page Layout. Fairsail Ariel Release Notes Fairsail

48 More Triggers for Action Events Check In/Out Event In Out When sent When a Check In event occurs. When a Check Out event occurs. Competency Assessment Event New Draft Start Close Reveal When sent When a Competency Assessment is created. When the role or dates are amended before a Competency Assessment is started. When a Competency Assessment starts and assessors are asked to provide feedback. When a Competency Assessment is closed and the results are made available to the Manager and, optionally, the Team Member. When the results of the Competency Assessment are made available to the Team Member if they were withheld on closing. Development Needs Event When sent New Draft Approve When a Development Need is added to a Team Member profile by the Team Member or Manager. When a Development Need is edited by a Team Member or Manager. When a Development Need is approved by a Manager. Review Date When a Development Need Review Date is today. The trigger date can be offset* from the Review Date. * Action Events can use these dates to calculate a trigger date by applying an offset. Offsets can be in days or months and can be positive (after the date), negative (before the date) or zero (on the date). Education History Event New Draft When sent When an Education History entry is created. When a draft Education History entry is edited and saved. Fairsail Ariel Release Notes Fairsail

49 More Triggers for Action Events Employment Record Event Start When sent When the Start Date field on the Team Member New Hire page is completed for the first time. Entering a Start Date using another method does not trigger an Action Event. When a Candidate in Fairsail Recruit is hired and a Team Member created in HCM. End When the field Trigger Action on the Employment Record is set to Start. When the End Date field on the Team Member Terminate page is completed. Entering an End Date using another method does not trigger an Action Event. Change Start Date Anniversary Probation End Date Contract End Date Last Working Date End Date When the field Trigger Action on the Employment Record is set to End. When the field Trigger Action on the Employment Record is set to Change. Trigger Action is automatically set to Change when the Job Effective Date field is changed. When this employment starts. The trigger date can be offset* from the Start Date. When an anniversary of the Start Date is today. When the probation period ends. The trigger date can be offset* from the Probation End Date. When the contract period ends. The trigger date can be offset* from the Contract End Date. On the last day worked for this employment. The trigger date can be offset* from the Last Working Date. When this employment ends. The trigger date can be offset* from the End Date. * Action Events can use these dates to calculate a trigger date by applying an offset. Offsets can be in days or months and can be positive (after the date), negative (before the date) or zero (on the date). Experience/Work History Event New Draft Approve When sent When a Work History entry is created. When a draft Work History entry is edited and saved. When a draft Work History entry is approved by the Team Member's manager. Form Event Start Submit Approve Reject When sent When a Form is started by a Team Member. When a Form is submitted by a Team Member. When a submitted Form is approved. When a submitted Form is rejected. Fairsail Ariel Release Notes Fairsail

50 More Triggers for Action Events HR Requests Event New Draft Approve Recall Reject Finalize When sent When an HR Request is created by a Manager. When an HR Request is edited by a Manager. When an HR Request is approved by one of the designated approvers. When an HR Request is recalled for amendment or cancelation When an HR Request is rejected by one of the designated approvers. When an HR Request is finalized by HR. Job Description Event New Draft Confirm Approve Force When sent When a Job Description is created. When a draft Job Description is edited and saved. When a draft Job Description is confirmed by the creator. When a confirmed Job Description is approved by the creator's manager. When a Job Description is approved without confirmation by the manager. Metrics Review Event New Draft Sign When sent When a Metrics Review is created by the Manager or HR. When a Metrics Review is edited by the Manager or HR. When a Metrics Review is signed by the Team Member. Objectives Event When sent New Draft Confirm Approve Force Review Review Date Close When an Objective is created by a Team Member or Manager. When an Objective is edited by a Team Member or Manager. When an Objective is confirmed by a Team Member. When an Objective is approved by a Manager. When an Objective is set without confirmation by a Manager. When an Objective is reviewed by a Team Member or Manager and not closed. When an Objective Review Date is today. The trigger date can be offset* from the Review Date. When an Objective is closed by a Manager. * Action Events can use these dates to calculate a trigger date by applying an offset. Offsets can be in days or months and can be positive (after the date), negative (before the date) or zero (on the date). Fairsail Ariel Release Notes Fairsail

51 More Triggers for Action Events Passports Event New Change Expiry Date When sent When a Passport record is created by the Team Member. When a Passport record is edited and saved by the Team Member. When a Passport record reaches a given offset from the Expiry date. Specify the offset as a number of days or months from the Expiry Date when defining the Action Event. Offsets can be positive (after the date), negative (before the date), or zero (on the date). Performance Review Event When sent New Draft Submit Approve Reject Reveal Sign Review Date When a Performance Review is created. When a Manager or Team Member enters text into their part of a Performance Review. When a Manager submits a Performance Review for HR approval. When a senior manager or HR approves a Performance Review. When a senior manager or HR rejects a Performance Review. When a Team Member or Manager reveals a Performance Review to the other. When a Team Member or Manager signs a Performance Review. When a Performance Review Review Date is today. The trigger date can be offset* from the Review Date. * Action Events can use these dates to calculate a trigger date by applying an offset. Offsets can be in days or months and can be positive (after the date), negative (before the date) or zero (on the date). Personal Details Event Change When sent When a Personal Details entry is edited and saved in the Collaboration Portal. An Action Event can be triggered when a Team Member changes and saves any of the fields in the Team Member: Personal Details Action field set or the Employment Record: Personal Details Action field set. Base the template on the Team Member object. To include changed fields in an Action Event use the merge field: {!changes} Recognition Event New When sent When a Recognition award is created. Fairsail Ariel Release Notes Fairsail

52 More Triggers for Action Events Salary Event When sent When the Send checkbox on the Salary Edit page is checked. The Send checkbox is not included on the Salary Edit page by default and must be added to the Page Layout. Skills Event When sent New Draft Approve Delete Expiry Date When a Skill is added to a Team Member profile by a Team Member or Manager. When a Skill edited by a Team Member or Manager. When a Skill is edited or approved by a Manager. When a Skill is deleted by a Team Member or Manager When a Skill Expiry Date is today. The trigger date can be offset* from the Expiry Date. * Action Events can use these dates to calculate a trigger date by applying an offset. Offsets can be in days or months and can be positive (after the date), negative (before the date) or zero (on the date). Succession Plan Event New Draft When sent When a Successor is nominated for a Team Member. When a Succession record for a Team Member is edited. Talent Plan Event New Draft When sent When a Talent Plan is created. When a Talent Plan is edited. Targets Event New Draft Confirm Review When sent When a Target is created. When a Target is edited. When a Target is confirmed. When a Target is reviewed. Fairsail Ariel Release Notes Fairsail

53 More Triggers for Action Events Team Member Event When sent Birthday Hire Date When a Team Member's birthday is today. When a Team Member's Hire Date is today. The trigger date can be offset* from the Hire Date. * Action Events can use these dates to calculate a trigger date by applying an offset. Offsets can be in days or months and can be positive (after the date), negative (before the date) or zero (on the date). Timesheet Event New Draft Submit Approve Reject When sent When a Timesheet is created. When a Timesheet is saved. When a Timesheet is submitted for approval. When a Timesheet is approved. When a Timesheet is rejected. Training Event When sent New Draft Submit Approve Reject Results Delete Start Date When a new Training request is entered by a Team Member or Manager. When a Training request is edited by a Team Member or Manager. When a Training request is saved by a Team Member and submitted for Manager approval. When a Training request is approved by the Manager. When a Training request is rejected by the Manager. When a value is added to the Training Results field and the record saved. When a Training request is deleted. When a Training request Start Date is today. The trigger date can be offset* from the Start Date. * Action Events can use these dates to calculate a trigger date by applying an offset. Offsets can be in days or months and can be positive (after the date), negative (before the date) or zero (on the date). Fairsail Ariel Release Notes Fairsail

54 More Triggers for Action Events Vacation / PTO Event New Alert Evidence Approve Reject Delete Change When sent When a Vacation request or Absence notification is created. When a Vacation request or Absence notification triggers a pre-defined alert. When a Vacation request or Absence notification triggers a request for evidence. When a Vacation request or Absence notification is approved by a Manager. When a Vacation request or Absence notification is rejected by a Manager. When a Vacation request or Absence notification is deleted. When a Vacation request or Absence notification is changed. Visas Event Expiry Date When sent When a Visa record reaches a given offset from the Expiry date. Specify the offset as a number of days or months from the Expiry Date when defining the Action Event. Offsets can be positive (after the date), negative (before the date), or zero (on the date). Fairsail Ariel Release Notes Fairsail

55 Convert Text Field Content to Picklist Options in HR Requests Convert Text Field Content to Picklist Options in HR Requests A new Field Set - Pick Lists - added to the HR Request object enables you to display a range of text fields as picklist options to ease selection (see page 55). Field Sets: HR Request HR Request Object Field Set Additional Information Purpose Fields displayed for completion by the manager requesting the change: In the Collaboration Portal Employment Details Changes page, Change section. Pick Lists In the WX New Employment Details Change View, at the bottom of the Details section. Fields displayed as picklists to enable item selection. Available fields include text fields for: Basis Employment Status Grade Job Title Location Period Team Team Member Object Field Set HR Request Purpose Fields displayed to a manager in: The Collaboration Portal on the Employment Details Changes (HR Request) page, at the top of the Requested Changes section. The WX New Employment Details Change View, at the top of the Details section. Fairsail Ariel Release Notes Fairsail

56 Convert Text Field Content to Picklist Options in HR Requests Employment Record Object Field Set HR Request Purpose Fields displayed to a manager in: The Collaboration Portal on the Employment Details Changes (HR Request) page, towards the bottom of the Requested Changes section. The WX New Employment Details Change View, in the Details section. Salary Object Field Set HR Request Purpose Salary fields displayed to a manager in: The Collaboration Portal on the Employment Details Changes (HR Request) page, towards the bottom of the Requested Changes section. The WX New Employment Details Change View, in the Details section. Bonus Object Field Set HR Request Purpose Bonus fields displayed to a manager in: The Collaboration Portal on the Employment Details Changes (HR Request) page, towards the bottom of the Requested Changes section. The WX New Employment Details Change View, in the Details section. Fairsail Ariel Release Notes Fairsail

57 Convert Text Field Content to Picklist Options in HR Requests Fairsail Ariel Release Notes Fairsail

58 Pagination Controls for Vacancy Details Pagination Controls for Vacancy Details The Vacancy Detail page in Fairsail Recruit now includes page controls, improving navigation through multiple Applications (see page 58). Vacancy Details The Vacancy Details page is the main control page for hiring to fill one vacancy. To display the Vacancy Details page for a vacancy: Select the Vacancies tab, and on the Vacancy Home page select the Vacancy Name: OR Select the Applications tab, and on the Applications Home page select a Vacancy name: OR In the sidebar, go to the Recent Items list and select a vacancy: Fairsail Ariel Release Notes Fairsail

59 Pagination Controls for Vacancy Details The Vacancy Details page displays all the ongoing applications and those recently rejected for this vacancy: Use the page controls to move through a longer list of Applications: Fairsail Ariel Release Notes Fairsail