Production Release, March 10, 2018

New Enhancements

  • Security Role as a Filter
    • Implemented Security Role object as filter component within: My Filters, Team Matrix Tools, Assignment Matrix Tools, User Competency Role Mappings, Competency Assignment Rules, and Assessor Matrix Rules
  • Assessor Defined in User Assessment Import
    • Added two new columns to the User Assessment Import:
      • Assessor – Optional column, enter Username of Assessor
      • Assessment Time – Optional column, enter timestamp of when assessment was conducted in the form of MM/DD/YYYY HH:mm
    • Import help text updated with User Assessment import changes
  • Individual Status Overview / Individual Matrix Update
    • Added Company settings for Individual Status Overview and Individual Matrix tabs under Admin Functions > Configuration > Settings > Features
      • Settings will default to enabled
      • Setting is used to enable/disable the use of the tab(s) company wide
    • Status Overview Updates
      • Included a column for Competency Group
    • Individual Matrix Updates
      • Included columns for Role, Expiration, Resources, and Current vs Expected
    • Role Filter Capability
      • Included filtering capability within Status Overview, Individual Matrix and Workbook tabs
      • If you click on the Role name within the business card view, the competencies associated with the role, the status tile counts, and the overall percentage will update based on the selection. Clicking a second time will remove the filter.
    • Individual Status Overview – Print Functionality
      • Added capability to generate PDF version of Individual Status overview with security controls at both the Myself and My Team sections of Security Roles
      • In Admin Functions > Security > Security Roles > Myself > Individual Profile, the Print Employee Profile setting enables users with the security role to have access to the print feature for their profile
      • In Admin Functions > Security > Security Roles > My Team > Employee Profile, the Print Employee Profile setting enables users with the security role to have access to the print feature for users in their purview
  • Control Date Format
    • Updated localization settings with date format options
      • Within Admin Functions > Configuration > Settings > Localization Tab, there is a new section for Company Date Format
      • Defaults to MM/DD/YYYY
      • Selecting a different option will update how the date appears within the system excluding any reporting or exporting of data. This is for front end visualization of date formats
      • Include an additional setting to Enable User Date Format selection, which if enabled includes a user selection within Myself > Settings > Date Format tab to override the date format for the end user’s perspective
  • Certification Assessment Method
    • Ability to track certifications using flexible model, using additional metadata elements
    • Selecting Certification within the assessment method dropdown of competency creation, Admin Functions > Competency Library > Competency, will display the new certification element within the rating elements tab.
      • Certification element metadata:
        • Required setting – allows for required / optional certs
        • Proficiency Level – select the associated level for cert
        • Name – Certification element name
        • Description – Optional description field
        • The following elements have 3 radio buttons: Required, Optional, or Hidden. These will affect what data elements are displayed on assessment form, and what will be required to complete the assessment
          • Start Date – When the certification was conducted
          • End Date – When certification expires, date entered in this field will define the expiration date for the certification competency
          • Certification Period – If no end date defined, can set a period for expiration
          • Certification ID – Identifier for certification
          • Issuing Authority – additional metadata field
          • Issuing Country – additional metadata field
          • Upload Evidence Requirement – Is an attachment required
      • Assessment Form
        • Certification Assessment Method competencies have similar assessment forms to the General assessments, where there are elements to select, the main differences are the metadata fields which display based on configuration of certification element creation.
        • Any metadata fields that are set to required or optional will display on the assessment form.
        • Any fields set to required will cause error message to display if they have not been entered prior to completing assessment form
  • Workbook Update
    • Modified the Myself Workbook tab to have consistency with the status overview tab regarding Competency and Group order and sorting capability
      • Removed the Sorting dropdown list and applied the sortable header labels
      • Note: This has only been applied at the individual Workbook tab. In a future update the Assessor Workbook view will be updated for consistency
  • Questionnaire Update
    • Included Asynchronous status update for questionnaire assessment method competencies as well as questionnaire tab
  • Role Predictor Update – Loading Spinner added
    • Updated the Role Predictor tab to display a loading icon when generating search results and when generating the role comparison view
  • Historical Assessments Update
    • Updated the Historical Assessment tab to include Learning Item, Questionnaire, and Certification Assessment Method Competencies in user’s history profile in addition to General Competencies
  • Implemented Delta recalc on User Learning import
    • Updated the recalculation logic on the User Learning import to base it on any changes to the data
  • Traditional Talent Finder Launch Button
    • Added a direct launch feature for the traditional talent finder to bypass the creation steps and generate directly at the filter and output stages
  • Updated Logic on Required Rating Elements
    • Updated the logic when creating a competency where it only needed one required rating element to activate a competency. The system will now require at least one required rating element per proficiency level before allowing you to activate the competency.

Bug Fixes

  • Added logic on User Profile page to conduct recalc on any items missing current status value
  • Fixed issue where individual learning resource tab not displaying accurate completion date
  • Fixed issue where user relationships not displaying for system locked user
  • Fixed issue where assignment matrix filter would not remain when resetting roles
  • Fixed issue where assigning a proficiency scale to different workflow would not remove old relationship
  • Fixed issue where User Security Role Filter Export template displayed inactive users
  • Fixed issue where assessments submitted from List saved items were not displaying correct status
  • Fixed issue where User export template was not displaying ‘&’ symbol properly
  • Fixed issue where assessment form date not appearing correctly when comparing UTC and CST time
  • Fixed issue where newly created users receiving SSO login errors within first 30 minutes
  • Fixed an issue where question structure incorrectly displaying in WFP module
  • Fixed issue where question tree rendered in different order when adding questions to competencies
  • Fixed an issue in User Table search where Full name was not displaying as default
  • Fixed Localization issue where user could select English Default when English US was company default
  • Fixed issue where some completed assessments are stored as saved
  • Fixed issue where My Assessments filters was showing more than permissible through security
  • Fixed issue of inconsistency in assessment form rendering times
  • Fixed static text override issues related to assessment form and status labels
  • Fixed issue where triggering manual assignment rule not displaying in service log
  • Fixed inconsistent hover text with proficiency view
  • Fixed issue where Workbook rating element view did not show correctly for Distinct Proficiency scale
  • Fixed issue where navigating from individual profile back to status matrix clears filter
  • Fixed issue where saving competency displays longer than usual loading screen
  • Fixed issue where Assessor Matrix performance was slower than intended when using IE11
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