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--- newreleases:release_2.18.4 [2018/04/30 15:52] – created ivan
+++ newreleases:release_2.18.4 [2018/10/08 12:02] (current) – Viola Scott
@@ Line 1: / Line 1: @@
-=====2.18.4 Release Notes=====
+====== Release 2.18.4======
+~~NOTOC~~
+<alert type="info">If you have custom forms defined in IQX, not all new features may be available to you. Your agency custom forms are shown on Help – About.</alert>
+<nav type="tabs">
+  *[[#tabs-user|User]]
+  *[[#tabs-admin|System Administrator]]
+  *[[#tabs-enhancements|Enhancements]]
+  *[[#tabs-fixes|Fixes]]
+<pane id="tabs-user">
+=====User=====
+The following new features require System Administrator Setup in order for them to work:
+  * Headline available on Contact Events
+  * Auto-matching Candidates to Vacancies
+  * Secure service for sending out Data Access Requests (and other files)
+  * Programmable button can be added to completed timesheets
+====Adding deletion dates to individual documents====
+A new field is available when adding documents which allows the setting of a deletion date for that document. For example when a certification has expired. \\
+Running the PurgeDocuments.xml from your XML folder will delete documents with a deletion date prior to the current date.\\
+{{:2-18-4-a.jpg|}}\\
+{{:2-18-4-b.jpg|}}\\
+Deletion dates can be specified for documents already added to the database as well as new documents.
+====Headline available on Contact Events====
+A headline can now be added to Contact events. The Headline will appear in the top right window of the contact event.\\
+{{:2-18-4-l.jpg|}}\\
+This feature requires System Administrator setup.
+====Auto-matching Candidates to Vacancies====
+Auto-matching can be used to automate the matching of candidates to vacancies and informing them of opportunities. \\
+The number and frequency of these communications can be controlled to maximise the benefit of this feature and allow candidates to specify acceptable settings. \\
+{{:2-18-4-o.jpg|}}\\
+This feature requires System Administrator setup.
+====Secure service for sending out Data Access Requests (and other files) - Based on IQXHub====
+This feature arose from a need to improve the security of GDPR Access Report emailing. However, it can be used for the secure dispatch of any files from IQX.\\
+Using the GDPR Data Access Report as an example clicking email will cause a confirmation message to appear.\\
+{{:2-18-4-s.jpg|}}\\
+The candidate will receive an email with a link to the document download page.
+On clicking this the following will appear in their Browser.\\
+{{:2-18-4-t.jpg|}}\\
+In addition, it will then generate a new email containing the password. This password will both download the zip file and allow the candidate to open the password \\
+protected file.\\
+This feature requires System Administrator setup.\\
+For more information on this feature please contact IQX.
+====Amend the Vac Search initial states criteria so that ALL is ALL except Archived====
+In Vacancy Search Archived and Do Not Use Candidate statuses can now be excluded for the search criteria.\\
+{{:2-18-4-aa.jpg|}}
+====Programmable button can be added to completed timesheets====
+It is now possible to add two programmable buttons to Completed timesheets. \\
+{{:2-18-4-ac.jpg|}}\\
+This feature requires System Administrator setup.
+====Cancel confirmation notifications from different locations====
+To streamline the shift confirmation process, shift confirmations from Temp Desk – Shifts and Person – Diary will now open the Shift Confirmation Screen to \\
+provide the ability to send Shift Notifications out.\\
+Cancelling a shift in these locations also links to the Shift Confirmations view.\\
+{{:2-18-4-ad.jpg|}}
+====Adhoc invoice form show template used====
+When adding an adhoc invoice the invoice layout template being used is now displayed at the bottom of the view.
+This display recognises overrides detailed \\
+in Agency Setup - Divisions and in Company - Accounts - Accounts.\\
+The default invoice template is Sales Invoice.\\
+{{:2-18-4-ae.jpg|}}
+====Enable Select button on Person when videoing from Vacancy - Shortlist====
+When reviewing shortlisted candidates in Vacancy - Shortlist it is possible to select a suitable candidate by clicking on Select in the candidate record. \\
+The candidate will be selected in Vacancy – Shortlist.\\
+{{:2-18-4-ah.jpg|}}\\
+{{:2-18-4-ai.jpg|}}\\
+When in Vacancy - Shortlist - select a shortlisted candidate and click on candidate button to expand the record - Click through the list using the radio \\
+buttons - Click Select and the candidate will be selected on the shortlist. \\
+{{:2-18-4-aj.jpg|}}
+====Review P45 process - add remove bank details (GDPR)====
+As part of the GDPR tools provided by IQX a candidate’s bank details can be removed from Person – Payroll when P45/Leave is clicked. Selecting ’Clear Banks Details’ \\
+will remove a candidate’s bank details.\\
+{{:2-18-4-ak.jpg|}}\\
+**Warning:** Only clear the bank details once the last timesheet has been completed and transferred to Payroll.
+</pane>
+<pane id="tabs-admin">
+=====System Administrator=====
+====Gender Pay Gap Reporting====
+From April 2017,companies with more than 250 staff are legally required to calculate and publish on their website information related to gender pay gaps. \\
+In particular the following:
+  * Mean and median gender pay gap for basic and bonus pay
+  * Proportion of male and females receiving a bonus payment
+  * Proportion of male and females in quartile pay bands
+IQX have produced reports which, once customised, can be used to enable agencies to calculate this information from their IQX database. The configuration \\
+will need to take account of issues such as legal entities, person states and paybands.\\
+The development of these reports to suit your Agency’s circumstances will be chargeable.\\
+Further advice on gender pay gap is available at:
+https://www.gov.uk/guidance/gender-pay-gap-reporting-data-you-must-gather\\
+https://www.gov.uk/guidance/gender-pay-gap-reporting-make-your-calculations\\
+http://www.equalpayportal.co.uk/gender-pay-gap-reporting/ \\
+http://www.legislation.gov.uk/ukdsi/2017/9780111152010\\
+https://www.rec.uk.com/news-and-policy/corporate-blog/gender-pay-reporting-what-recruiters-need-to-know\\
+http://www.cbi.org.uk/cbi-prod/assets/File/pdf/gender-pay-webinar-22-feb.pdf \\
+====GDPR - Job to delete historic documents in bulk====
+A new job is available to allow agencies to delete old documents which were created or edited before a certain date or have reached a deletion date. \\
+This job is included in the additional document zip file included when upgrading.
+====Bulk Deletion of Documents====
+In Maintenance – Run a Job run the PurgeDocuments.xml from your XML folder.
+Documents:\\
+{{:2-18-4-c.jpg|}}\\
+Select the document type (CVs, Contact Event letters and Documents) from the drop down and if applicable select the Division.\\
+The deletion date has been set to a minimum of three years prior to the current date to protect recent documents.\\
+{{:2-18-4-d.jpg|}}\\
+If you are deleting documents this can be selected by class.\\
+{{:2-18-4-e.jpg|}}\\
+The next screen asks you to select the document type and the deletion date.  If you select ** No Document Type** this will remove documents that have been \\
+added without a document type being selected.
+{{:2-18-4-f.jpg|}}\\
+Users are offered the option to delete all Documents, those with a deletion date or exclude those with deletion dates\\
+CVs: When deleting CVs a stored selection can be used to refine CV deletions. \\
+On the next screen you will be asked to choose whether you want to keep the CV text.\\
+{{:2-18-4-g.jpg|}}\\
+A summary of the documents for deletion is displayed for review. Export will allow a list of the documents deleted to be stored as a csv file.\\
+**Note:** Restricted documents will not be deleted and all deletions will be audited.
+====New ‘Can Maintain Compliance Docs’ User Role====
+Where an agency does not have a dedicated Compliance Team a new role ‘Can maintain Compliance Docs’ has been created which allows compliance \\
+documents to be used by users who do not have the full ‘Can Maintain Clearance/Compliance’ Role.  \\
+The aim of the new role is to enable agencies to create a structure around their compliance process as it allows questions to be linked to \\
+document types to help guide users through the compliance process as well as the ability to:\\
+  * Use the button on the Document View to 'Copy to Compliance Documents',
+  * Drag a file from an email or folder to Compliance Documents,
+  * Make use of the redaction tools. \\
+{{:2-18-4-h.jpg|}}\\
+**Note:** This role is for agencies who have no user with ’Can maintain Clearance/Compliance’ switched on and General Settings – Settings 1810 is set to N. \\
+{{:2-18-4-i.jpg|}}
+====Headline available on Contact Events====
+A headline can now be added to Contact events. The Headline will appear in the top right window of the contact event. \\
+{{:2-18-4-j.jpg|}}\\
+The Headline Display size and Caption can be set up in Switchable Fields 3000 and 3002.\\
+The Headline is specified in Database Functions – Headlines – Contact Event Headline.\\
+{{:2-18-4-k.jpg|}}
+====Auto-matching Candidates to Vacancies====
+Auto-matching can be used to automate the matching of candidates to vacancies and informing them of opportunities. The number and frequency of these \\
+communications can be controlled to maximise the benefit of this feature and allow candidates to specify acceptable settings. \\
+In addition, this feature can be controlled at Division and Temp Desk level. To use this feature will require a customised job which will be required \\
+for each agency to address their individual compliance and vacancy matching needs.\\
+This job will be chargeable.\\
+The Automatching Configuration views are enabled via General Settings - Settings 3020.\\
+{{:2-18-4-p.jpg|}}\\
+Auto-matching configuration can be enabled in Person and Division views.\\
+{{:2-18-4-m.jpg|}}\\
+{{:2-18-4-b.jpg|}}\\
+Automatching can be enabled individually for each Tempdesk.\\
+{{:2-18-4-q.jpg|}}\\
+AutoMatch configuration is visible in the Candidate record.\\
+{{:2-18-4-o.jpg|}}
+====Secure service for sending out Data Access Requests (and other files) - Based on IQXHub====
+This feature arose from a need to improve the security of GDPR Access Report emailing. However, it can be used for the secure dispatch of any files from IQX.\\
+To Set this feature up the following is required:\\
+  * IQXHub 5.2.22.1 or later. Database update must be allowed on first start.
+  * Updated IQXWeb.
+  * An SMTP link to be configured named SECUREDOCUMENTLINK.\\
+{{:2-18-4-r.jpg?1100x0|}}\\
+For IQXWeb and IQXHub please contact IQX to discuss costs associated with licensing these products.
+====Department / Division Email address types (IQX.exe and Web)====
+In preparation for group email notifications as an alternative mechanism to the current popup system a new view has been added to Maintenance – Agency \\
+Setup called Email Group Notifications. \\
+In this view Group Notifications can be specified along with group email addresses, message text and allocated by Department and Division.\\
+{{:2-18-4-u.jpg|}}\\
+It is possible to include hyperlinks in the message text of the email which when clicked will open the requested person form on the documents view.  \\
+Please speak to IQX support for assistance in designing the hyperlinks as a change will be required to the iqx.ini file and you will need a job to send the emails.
+====Peak BI Integration====
+A means of communicating with Peak BI has been added to allow candidates found using Peak to be added to IQX.\\
+This service requires the updating of the IQX licence and populating of the settings shown below.\\
+{{:2-18-4-w.jpg|}}\\
+If licenced a new button will appear in Vacancy Shortlist.\\
+{{:2-18-4-x.jpg|}}\\
+A job will be required to call data from Peak on a schedule.\\
+Please contact IQX for more information
+====Wizard for Tidying tasks on User leaving====
+When setting a User to Not in Use a Wizard is now available to re-allocate the now defunct User’s outstanding responsibilities.\\
+Click Leave and a new Wizard will appear.\\
+{{:2-18-4-y.jpg|}}\\
+{{:2-18-4-z.jpg|}}\\
+Selecting the New Consultant from the drop down. Select the required responsibilities. Click Apply the ticked items and then change the New Consultant \\
+as appropriate. \\
+On completing the re-allocation click Leave.\\
+**Note:** if an option has a faint tick box there are no records available for that option.\\
+All changes will be audited in the Own Audit Trail of both the Leaving User and the User receiving their responsibilities.\\
+If any database functions reference the leaving User’s staffed these will be listed under Database functions in the wizard.
+====Add a programmable button to completed timesheet====
+It is now possible to add two programmable buttons to Completed timesheets. The buttons are specified in General Settings – Programmable Buttons. \\
+{{:2-18-4-ab.jpg|}}\\
+{{:2-18-4-ac.jpg|}}\\
+Using the Visibility field, it is possible to specify which user role will see this button.
+====Accord Invoicing, Process NIRecharge First====
+When invoices are being processed in IQX if the connection between the Database server and the Accord server drops midway through the invoice process all \\
+timesheet lines won’t be fully processed. \\
+This could result in some timesheet lines being missed from an invoice.\\
+IQX will now extract all the NiRecharge values (where applicable), and if the timesheets are not complete produce an error message before the document is \\
+processed rather than when the Accord link is dropped.
+====Maintenance pages new filter field for searching====
+A filter field for searching through long lists has been added to the following maintenance pages:\\
+Agency Setup - Branches, Division, Departments, Boilerplate text, Email signatures, Contact event types, Contact event outcomes, Vacancy Job Titles, Sources, \\
+Frequently used Towns and Countries, Vacancy roles and Notifications.\\
+Temps Setup - Paybands, Holidays (date) and Notifications.\\
+Accounts Setup - Nominal codes and Nominal code segments.\\
+Database Setup - Dictionary of Searchable data items, Custom word fields and Job runner schedules. \\
+IQX Web Setup: - Settings, User Classes, Rights, Class Rights, Default Class Rights, Switches, Query Recipients, Reports, Page Text, Questionnaire Groups, \\
+Questionnaire Group Members and Documents.\\
+{{:2-18-4-af.jpg|}}\\
+The filter automatically filters as text is added to the filter box.
+====2 new invoice groupings for batch invoicing====
+Two new batch only invoice groupings have been added to Company - A/c Setup - Group Timesheets on Invoice. These are:\\
+  * Batch Only One invoice for each Account Code, Vacancy, Temp by Number and
+  * Batch Only 1 invoice for each Account Code, Vacancy, Period, Temp by Number. \\
+{{:2-18-4-ag.jpg|}}
+</pane>
+<ifauth @newreleases,@internal>
+<pane id="tabs-enhancements">
+=====Enhancements=====
+  * GDPR - Data Access Report - Modify
+  * Improvements to Debug mode
+  * Add NULL & Default behaviour columns to database Browser
+  * Prevent password-protected docs causing problems
+  * Tidy up User Audit Trails
+  * Help button on Person - History - Add Employment
+  * Auditing required when deleting a timesheet
+  * Addition to Gen Settings Comments
+  * Warning message change - General Setting - Switchable Fields - 2800
+  * GDPR Data Access Report - auditing
+  * GDPR Data Access Report - Stamp button
+  * Temp Setup, Temp Desk sort order.
+  * Temp Desk - Timesheets - Image File sorting
+  * IQX Web Maintenance
+  * Payband & rate scheme maintenance division
+  * Photo - add Publish to Web field to be in sync with docs for uploads by web.
+  * Department publish to web to be audited for any changes
+  * GDPR report -getTextFromHTML
+  * Add filling consultant to completed timesheet, shifts view.
+  * Add button to completed timesheet to view any query.
+  * Delete button on completed timesheet modified
+  * Add switch to suppress failure messages on BATCH invoicing
+  * GDPR prompts when not configured correctly.
+  * SetVariable new Attribute htmlwrappedandsignedby
+  * Improve Desktop Backup Log
+  * Person - if Sec Ag state - move the 3 visible and the hidden fields from Details to Headline
+  * Sec Ag Company - Temps View enhancements. Add filters to Temps view
+</pane>
+<pane id="tabs-fixes">
+=====Fixes=====
+  * Validation of Temp Shift Confirmation Allowed in Tempdesk, Shifts
+  * Broadbean adding candidate to shortlist issue
+  * Word Issues - causes
+  * Holiday pay calculations
+  * BR - Invoicing disconnect to Accord - missing lines
+  * Temp Desk Expiry Alert Extra before Alert text instead of after
+  * GDPR - Cancelling Data Access Report
+  * Problems with phone details - person and company contact with the same whoid
+  * Departmental CONTACT Questions do not appear in Criteria list
+  * Custom grid fields - Field Custom not found after DB update and local caching enabled
+  * SQL Error when adding 'all' to appointment
+  * Restricted Documents must be excluded from DocPacks
+  * Function GetTempMargin return div by zero if charge rate is zero
+  * Copyright year update
+  * Foreign Keys missing from table 'tsimage'
+  * GDPR - external linked file generating error when producing report
+  * WPK Remove from IQXWeb Settings Documents - doc type
+  * Person - Payroll P45/Leave Clear bank details message
+  * GDPR - Person - GDPR - Data Management view
+  * Questionnaire on Shift Viewer creating access violation
+  * Vacancy withhold deletes even if pressing no.
+</pane>
+</ifauth>
+</nav>
-Information will be here by 10 am 1 May. Just finalising the last details.