Show pageOld revisionsBacklinksExport to PDFFold/unfold allBack to top This page is read only. You can view the source, but not change it. Ask your administrator if you think this is wrong. ======Release 2.16.4 ====== ~~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-account|Accounts]] *[[#tabs-admin|System Administrator]] *[[#tabs-enhancements|Fixes and Enhancements]] <pane id="tabs-user"> =====Users===== ====Alternative top right view on vacancy==== Switchable Extra Notes can now be added to the Vacancy top right view so that users have 2 notes fields. In the Vacancy form the button Switch Job Desc takes you to the Job Description view and Switch Extra Notes takes you to the Extra Notes view. {{ :2-16-4_c.png?450 |}} {{ :2-16-4_d.png?450 |}} This can be set up by your System Administrator.\\ ====Export XLS files (jobrunner) with Landscape Orientation==== Data exported to an Excel spreadsheet, whilst using JobRunner, can be set to display the information in Landscape format. This is particularly useful for jobs where an Excel spreadsheet is sent to the Candidate to print out timesheets. An extra piece of code needs to be added to an xml job. Contact IQX to have this facility included in your Xml jobs. This may be chargeable.\\ ====Shift confirmation email/sms - (without Branding)==== When sending shift confirmations by email and SMS it is now possible to use other boiler plate text (BPT) in addition to {SHIFTDETAILS} e.g. {VAC_POSITION} {VAC_SITENAME}. Contact your System Administrator to add additional BPT.\\ ====User switch to block editing rates on Vacancy==== Where a user is allowed to either maintain schemes or override pay or charge rates is now possible to block changes to the vacancy rates. This feature becomes active once a placement is made against the vacancy. This feature will need System Administrator set up.\\ ====Make Registration Number Read only==== It is now possible to make Person record registration numbers read only. In the Person record the registration number will be displayed in grey. {{ :2-16-4_k.png? |}} This requires System Administrator set up.\\ ====Person payroll validation checks on Pay Freq/Method & Tax Method==== New candidates without Tax Method, Payment Method or Pay Frequency will default to PAYE/BACS and Weekly on completion of their first timesheet. {{ :2-16-4_l.png? |}} Once a candidate has been issued with a payroll number validation checks will be carried out on the Person record to ensure that they have these fields completed and the Person record cannot be saved without these fields completed. {{ :2-16-4_m.png? |}}\\ ====Company contact view changes==== In the company contact view it is now possible to show Temps by default. It is possible to temporarily switch this view off using the **Include Temps** button.\\ {{ :2-16-4_p.png? |}} Font and background colours are assigned to different person states the colours will be visible in the company contact view. Some System Administrator set up is required.\\ </pane> <pane id="tabs-account"> =====Accounts===== ====Person payroll validation checks on Pay Freq/Method & Tax Method==== New candidates without Tax Method, Payment Method or Pay Frequency will default to PAYE/BACS and Weekly on completion of their first timesheet. {{ :2-16-4_l.png? |}} Once a candidate has been issued with a payroll number validation checks will be carried out on the Person record to ensure that they have these fields completed and the Person record cannot be saved without these fields completed. {{ :2-16-4_m.png? |}}\\ ====User switch to block editing rates on Vacancy==== Where a user is allowed to either maintain schemes or override pay or charge rates is now possible to block changes to the vacancy rates. This feature becomes be active once a placement is made against the vacancy. This feature will need System Administrator set up.\\ ====Standardise Accord payslip viewing, add date filter==== A date filter has been added to the Accord payslip view.\\ </pane> <pane id="tabs-admin"> =====System Administrator===== ====Alternative top right view on vacancy==== Switchable Extra Notes can now be added to the Vacancy top right view so that users have 2 notes fields. This is set up in - Maintenance - User Roles - Can edit Vacancy Extra Notes. {{ :2-16-4_a.png?450 |}} Departments need to be set up to show extra notes via Maintenance - Agency Setup - Departments {{ :2-16-4_b.png? |}} The Extra Notes title can be amended in Maintenance - General Settings - Terminology - No 760. {{ :2-16-4_e.png? |}}\\ ====Audit changes to department registration==== Changes to Department registration can now be audited. In Maintenance – Database Setup – Audit Items – Area – Person – Item = Department Registration: {{ :2-16-4_f.png? |}} Any changes to department registration will appear in Maintenance - Database Diagnostics - Audit Trail - AUDIT {{ :2-16-4_g.png? |}}\\ ====Export XLS files (jobrunner) with Landscape Orientation==== Data exported to an Excel spreadsheet, whilst using JobRunner, can be set to display the information in Landscape format. This is particularly useful for jobs where an Excel spreadsheet is sent to the Candidate to print out timesheets. The code used to facilitate this is (in bold) //<ExportFile filename="{TempDir}Timesheet.xls" excelfontname="Arial" excelfontsize="9" breakpoint="no" **excelorientation="landscape">**// If the orientation isn't set xls defaults to portrait. Contact IQX to have this facility included in your Xml jobs. This may be chargeable.\\ ====Shift confirmation email/sms - (without Branding)==== When sending shift confirmations by email and SMS it is now possible to use other boiler plate text in addition to {SHIFTDETAILS} e.g. {VC_POSITION} {VAC_SITENAME}.\\ ====User switch to block editing rates on Vacancy==== Where a user is allowed to either maintain schemes or override pay or charge rates is now possible to block changes to the vacancy rates using a switch in Maintenance - General Settings - Temps - 1010. {{ :2-16-4_h.png? |}} This feature becomes be active once a placement is made against the vacancy.\\ ====New Database Functions - GenerateWebDialURL() and CustomSMSHTTPRequest()==== New functions have been added to Maintenance - Database Functions - Communications inc. Email. {{ :2-16-4_i.png? |}} \\ Please contact IQX to have these functions modified. This may be a chargeable activity.\\ ====Make Registration Number Read only==== It is now possible to make Person record registration numbers read only. In General Settings - Settings - No. 1980 - Make Registration Number Read only - Y will make registration number read only. {{ :2-16-4_j.png? |}} In the Person record the registration number will be displayed in grey. {{ :2-16-4_k.png? |}}\\ ====Company contact view changes==== In the company contact view it is now possible to show temps by default in Maintenance - General Settings - Settings - No 1251 - Y. {{ :2-16-4_n.png? |}} In addition font and background colours assigned to different person states will now be visible in the company contact view.These are set up in Maintenance - Agency Setup - Person States. {{ :2-16-4_o.png? |}} It is possible to temporarily switch this view off using the **Include Temps** button.\\ {{ :2-16-4_p.png? |}} </pane> <ifauth @newreleases,@internal> ~~NOTOC~~ <pane id="tabs-enhancements"> =====Fixes and Enhancements===== ====iqx.exe==== ====Build 1==== - Colours - PDF Issue.\\ - Enable eurekalog exception.\\ - Vacancy->rates cost calc changes.\\ - Windows 10 case sensitive retrieving email recipients.\\ - Alternative top right view on vacancy.\\ - Temp field in placement and employment cannot be null.\\ - Temp field in vacancy cannot be null. Tempdeskid cannot be null for temp vacancy.\\ - Spellcheck now on Contactevents.\\ - Audit changes to department registration.\\ - Prevent Search records existing where both temp and permanent are zero.\\ - Export XLS files (jobrunner) with Landscape Orientation.\\ - Timesheets. Adding shifts where one ended midnight and other doesn't caused an error.\\ - Batch Invoicing timesheets. Fix for error when client has theirref required on invoice on.\\ - Timesheet image display after unlinking.\\ - Person-based TS Image Linking. Prevent changing image without completing timesheet.\\ - Standardise Accord payslip viewing, add date filter.\\ - Temp Desk, Contract View, Placements, right clicking on day goes out of kilter if custom column activated.\\ - Broadbean Global Tables and view.\\ - IQX licences check\\ - Person->Webreference - Send reference requests from multiple brands.\\ - Person->online web reference, spurious error.\\ - shift confirmation email/sms (no branding).\\ - Graphics not displaying when outputting xls files (jobrunner).\\ ====Build 2==== - User switch to block editing rates on Vacancy, where user is allowed to either maintain schemes or override pay or charge rates.\\ ====Build 3==== - Timesheet Payroll checks ====Build 4==== - Broadbean - salary fields no longer mandatory. ====Build 5==== - Print Invoice, Authorise and Create PDF. ====Build 6==== - Sending multiple SMS message to temps from the fill shifts view ====Build 7==== - Sending multiple SMS message to temps from the fill shifts view ====wpk.xml==== ====Build 1==== - Alternative top right view on vacancy.\\ - Add link to Branch set-up pointing out that there may be setting needed in General Settings, Branch.\\ - Add GenerateWebDialURL() and CustomSMSHTTPRequest() to Maint, Database Functions.\\ - Notes for General Settings, Email/Telephony, 290 changed.\\ - Notes for General Settings, Settings, 1810 changed.\\ - Batch invoice complete function renamed and shown when Extra TS Grouping on Invoice is on without batch invoice management group.\\ - General Settings, Settings, 1980 "Make Registration Number Readonly" will make registration number read only.\\ - Standardise Accord payslip viewing, add date filter.\\ - Person payroll validation checks on Pay Freq/Method & Tax Method.\\ - New Web Reference Switches.\\ - Additional Columns appearing on Company Selector.\\ - Person->Webreference - Send reference requests from multiple brands.\\ - Company contact view, switch to default show temp visible.\\ - Company->contact change font dependant on person state colour.\\ - Add payroll postcode to employment periods view.\\ ====Build 3==== - Broadbean - salary fields no longer mandatory. ====Build 4==== - Print Invoice, Authorise and Create PDF. </pane> </ifauth> </nav> newreleases/release_2.16.4.txt Last modified: 2019/11/22 19:45by Justin Willey