Copyright © 2020 ConnX Pty Ltd 1 of 108 CONNX V6 RELEASE NOTES JANUARY 2020
Copyright © 2020 ConnX Pty Ltd 1 of 108
CONNX V6 RELEASE NOTES
JANUARY 2020
2 of 108 Copyright © 2020 ConnX Pty Ltd
Copyright © 2020 ConnX Pty Ltd ABN 46 108 567 960
Reproduction in whole or in part by electronic, mechanical or chemical means,
including photocopying recording or by any information storage and retrieval system,
in any language, is strictly prohibited except in accordance with the Copyright Act 1968.
The information contained within this document is for illustrative purposes only. ConnX
Pty Ltd and its employees accept no responsibility or liability whatsoever for any act or
omission upon the contents of this document.
ConnX Pty Ltd acknowledges that the product and company names mentioned in this
document may be the trademarks of their respective owners.
ConnX Pty Ltd
Level 8
303 Coronation Drive
MILTON QLD
PO Box 1122
MILTON QLD 4064
AUSTRALIA
Ph: 1300 CONNXHR
1300 266 694
Intl: +61 7 3368 2623
Web: www.connx.com.au
Copyright © 2020 ConnX Pty Ltd 3 of 108
Table of Contents
INTRODUCTION 5
DOCUMENT PURPOSE 5
AUDIENCE 5
BACKGROUND 5
COMPATIBILITY 5
SECURITY 5
CONNX SUPPORT 5
1.0 CONNX BASE ESP SYSTEM 6
1.1 NEW USER INTERFACE 6
1.2 TECHNICAL ENHANCEMENTS 20
1.3 SECURITY ENHANCEMENTS 20
1.4 PERFORMANCE ENHANCEMENTS 21
1.5 MIGRATION OF PHOTOS, LOGIN IMAGES, BANNER IMAGES AND POLICIES 21
1.6 POLICIES & PROCEDURE CHANGES 22
1.7 WELCOME PAGE 23
1.8 MY DETAILS 24
1.9 MY TEAM 29
1.10 COMPANY INFO 31
1.11 HR ADMIN 32
1.12 ADMIN 35
2.0 CONNX MODULES 47
2.1 TIMECARD AND AWARD INTERPRETATION 47
2.2 BUSINESS INTELLIGENCE 57
2.3 CONNX CAREERS 57
2.4 LEARNING & EDUCATION 57
2.5 MOBILE 59
2.6 PERFORMANCE REVIEWS 63
2.7 RECRUITMENT 71
2.8 REPORTS MANAGER 81
2.9 ROLES & POSITIONS 84
2.10 TIMESHEETS 84
2.11 WEB SERVICE 85
2.12 WHS 86
2.13 WORKFLOW FORMS 88
2.14 WORKFORCE PLANNING 89
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3.0 PAYROLL INTEGRATION 89
3.1 SAGE MICROPAY 89
3.2 HR3PAY 90
3.3 ALL OTHER PAYROLL INTERFACES 90
APPENDIX A POLICIES & PROCEDURES 92
A 1 PERMISSIONS TO ADD, EDIT AND DELETE 92
A 2 MANAGING THE FOLDER STRUCTURE 96
A 3 MANAGING FILES 99
APPENDIX B FIXED TERM DETAILS 102
B 1 SETTING UP FIXED TERM DETAILS 103
B 2 ADDING FIXED TERM DETAILS 106
B 3 EXPIRY REMINDER NOTIFICATIONS 107
B 4 REPORTS 108
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INTRODUCTION
Document Purpose
This document outlines the new features and changes in ConnX V6.0.
Audience
This document is intended for existing clients with ConnX V5.2 SP2.
Background
This release includes changes made since ConnX Version 5.2.2 3080 (20181011). Please
refer to the Release Notes provided with that release for a complete list of changes.
Download the ConnX V5.2 SP2 Release Notes
Compatibility
Please refer to the technical specifications document for more information.
Download the ConnX Technical Specifications
Security
Please refer to the security overview document for more information.
Download the ConnX Security Overview
ConnX Support
Please contact the ConnX Product Support Team if you require any assistance.
Contact Address
Ph: 1300 CONNXHR
1300 266 694
Intl: +61 7 3368 2623
Email: [email protected]
Level 8
303 Coronation Drive
MILTON QLD 4064
AUSTRALIA
PO Box 1122
MILTON QLD 4064
AUSTRALIA
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1.0 CONNX BASE ESP SYSTEM
1.1 New User Interface
The user interface (UI) was updated to improve the overall style and feeling when using
ConnX. These changes were designed to achieve the following:
• Simplify the look of the UI and remove any clutter.
• Controls and fields are physically bigger in size.
• Colours have been streamlined to a more modern look.
Login page
The following changes have been applied:
• Hero Image is now full screen.
• Login panel is now transparent, but functions the same.
• Username and Password fields now have icons, and a “Shake” animation applied
when incorrect details are entered.
• There is a spinner on the Login button to indicate that credentials are being
validated.
• The details for the Copyright and ConnX Version have moved to the bottom
transparent bar.
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Menus
The following changes have been applied:
• Full menu (no secondary fly out/hover over) is now available.
• Hover effect on the column of interest to bring it into focus for the user (i.e.
columns which are not hovered over will fade).
• Clicking on the menu item heading will no longer take the user to a “menu” page
because all items are now visible in the menu itself.
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“Profile” Menu
• Depending on settings, a user can have up to 3 tabs on their Profile Menu, giving
them access to:
▪ Options
▪ Favourites
▪ Quick Links
Sticky Headers & Button Placement
• Where a screen is long and you need to scroll, the page title now ‘sticks’ at the
top. The Save/Update buttons have been moved to the top of page to take
advantage of this new ‘sticky’ header.
• Where the page includes a table, a change has been made so the header is
always visible when scrolling. This has been applied to the following pages:
▪ Admin > General > Workflow Action
▪ Admin > Settings > Audit
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Modals
The following changes have been applied:
• For a cleaner and simpler view, background colours have been removed.
• Colours have been added to the action buttons of Save, Delete etc.
• The Clear/Reset buttons have been removed.
• Replaced the “Close on Save” checkbox with a drop down Save button with
options (“Save & Close” option appears on Add and Edit mode).
• A new “Save & New” drop down option now appears on Add mode only.
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Grids
• Colours have been updated
• Row height is much bigger than previous versions
• There should be no vertical borders
• In grid buttons only show on row hover/select
• Other grid functions like sorting, filtering, grouping, add column, all work as
before
• Columns widths are now saved into the users’ preferences
• Adding or removing more than one column to the grid can now be done without
reloading the whole page
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Double Grids
A change has been made to the way pages with double grids display, an example of this
is shown on the following page.
On page load the top grid is displayed to add, edit or delete records by selecting the
record and using the icons at the top of the grid.
To show the data linked to the record selected in the top grid, click the link icon on the
record line. The top grid is minimised and the bottom grid is displayed. The top grid
can be re-maximised by using the dropdown arrow icon or the top grid title bar.
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Filters
Since items are now bigger, we had to move the filter area on many pages.
• Many filters are now available as a hover/select with the filter icon in the top right
of the page.
• Some pages still need the filter as an integral part of the page operation, these
filters have remained on the page (not in hover) and now have a Hide Filter
option.
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The following pages now have a button to hide the filter:
• Leave Forecast (My Team > Leave Forecast)
• Work Schedule (My Team > Work Schedule)
• Process Request (HR Admin > HR > Process Request)
Print, Reports, Favourites & Help
• All four items have been moved into a new button in the top right of each page.
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Org Chart – Department
• Profile photos now show for Managers
• First name is shown rather than first initial
• Styling has been updated
Field Validation
• On screen validation will show the field box and label as red.
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Action Validation (e.g. Confirmation on Delete)
• Pop up validation has been ConnX styled and no longer uses the browser’s
default styling.
Tabs
• Controls are using a lighter colour palette rather than all blue.
Buttons
• A new suite of buttons have been added
• Some buttons are Text Only
• Some buttons have Icon and Text
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• Some buttons are Icon Only
• Some buttons include spinners to indicate the a process is underway. (eg.
Save/Updage)
• Button styling has been added to identify significance:
▪ Coloured (green, red or blue) are there to grab the users attention
▪ Solid coloured buttons indicate the primary action for the page.
▪ Outline coloured buttons indicate the secondary actions available on the
page.
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Dashboards
• A new control has been use to provide a more modern and interactive feel.
• There is now the ability to export the charts
Document Upload
All of the document upload controls have been replaced with new controls for enhanced
security and functionality.
Features of the new document upload control are:
• Drag and drop.
This means a file can be dragged from your file explorer into the ConnX screen and
it will be uploaded onto the record.
• File type whitelisting.
This means that only specified file types are allowed to be uploaded, enhancing the
security of ConnX.
• A modern and clean user interface.
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In particular, this is the case when multiple files are allowed to be uploaded. This
aspect is still managed via Admin > Setup Tab > Settings > Page Security, but the
user interface no longer shows all the different static fields if allowing multiple files.
Instead it simply allows the uploading of the multiple files and provides a count of
the remaining files allowed.
Single file upload:
Multiple file upload:
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Rich Text Editors
Updated the Rich Text Editors to include more functions including easy upload of
documents, images, videos, a format painter, and a full screen toggle option making it
format the data that is entered.
The rich text editor has been updated on the following pages:
• Workflow Task Setup
• Task/Reminders
• Leave Types
Updated the Rich Text Editors to only allow HTML tags that can be used for setting the
style and formatting of text. This change is applicable to the following pages
• Workflow Forms Settings
• Review Forms
• Positions
• Skills
• Vacancies
• Vacancy Noticeboard Settings
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1.2 Technical Enhancements
ConnX has been updated to use more recent versions of underlying technologies. This
is done from time to time to ensure that platform level productivity and security
enhancements are continually included within ConnX.
ConnX V6.0 now uses:
• .NET Framework 4.7.2
• the latest supported JavaScript libraries
• the latest available Telerik Controls (eg grids, file upload control etc)
• the latest available Crystal Reports runtime
A change has been made to the web.config file so that it now references external files to
enable clients to fully customise their settings without affecting the underlying settings
that ConnX needs to operate.
1.3 Security Enhancements
A new optional password creation rule has been added to prevent employees from
creating a password that contains their username, first name or surname.
To turn on this setting, go to Admin > Setup Tab > Settings > Password Security and set
Allow the username, first name or surname in any part of the password to No.
This setting will not affect current passwords; it will only be used when a new password
is created or an existing password is changed.
The hashing algorithms used for passwords within ConnX have been reviewed and
updated to use SHA256 which is a more secure encryption practice. If you are using the
HR3 REST API however, it still uses MD5 for hashing tokens (this is a requirement of the
HR3 REST API).
When an employee attempts to login unsuccessfully, a message is shown providing
guidance about how to login. These messages have been updated to be more generic
in nature providing less specific information to a potential attacker.
Corrected an issue where an unrestricted system administrator was unable to reset their
password from the login page. Now the restrictions are applied correctly.
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Corrected an issue where employees with low access levels (eg Employee) could
inappropriately access some pages within ConnX which were for a higher access level (eg
Report Admin) by typing the URL directly into the web browser address bar.
In the event that an error occurs within ConnX a generic error page will show. Previously
the error message could be seen via a View Error Details button. To improve security
this button is no longer available. If the error needs to be viewed or sent to the ConnX
Support Team, please use Admin > Setup Tab > General > Error Log.
1.4 Performance Enhancements
The overall speed of ConnX has increased substantially. This has been achieved by re-
architecting the way the web pages and some controls (e.g. grids) are coded and by
changing the way bundling and minification for JavaScript and CSS files are implemented.
This has reduced both the number of requests and the size of the requests which leads
to faster performance.
ConnX is now capable of running with Static Content Compression enabled within IIS. By
enabling this on the ConnX server, the speed of certain elements will be increased.
Instructions to enable this are included in the ConnX V6.0 upgrade package.
NOTE
Static Content Compression does have limitations and, in some
cases, (typically where your bandwidth is high) there may be
limited value in enabling it. Additionally, if SharePoint is running
on the same server as ConnX, you are not able to enable this
feature.
1.5 Migration of Photos, Login Images, Banner Images and Policies
A change has been made to store the following files in the Database.
• Photos
• Login Images
• Banner Images
• Policy documents
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These files will be migrated from your file store to the database as part of the upgrade
to Version 6.0.
In some case the migration of these files may not complete and a secondary migration
option will be initiated on first login.
A default image is displayed to users that login while the migration of images is being
completed.
If this is the case you will see a screen similar to below:
Please note this screen will only be seen if the migration was not able to be done as part
of the upgrade.
1.6 Policies & Procedure Changes
Company Info >Company Information > Company Policies
If your ConnX system is configured to use the internal Policies and Procedures area,
substantial changes have been made allowing more flexibility in operation.
As part of the upgrade to V6.0 your documents within this area will have been moved
from the file server to the ConnX database. This gives greater control over what can be
done with the files.
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Management of folder structure and file maintenance is much easier and access to the
server will not be needed when folders need to be renamed or removed.
Refer to Appendix A Policies & Procedures for more information.
1.7 Welcome Page
User Menu
Welcome
• Favourites has been moved to Profile Menu
• Recent Pages has been removed
• Quick Links can be moved to Profile Menu (setting dependent)
• The Options tab includes new per user settings to Show/Hide the SubMenu and
whether Quick Links will be on Welcome, Profile Menu, Both or Hidden.
• The default settings for the Options tab after upgrade will be as follows:
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▪ For existing employees:
- Submenu is set to Show.
- Quick Links is set to Both, displaying on the Welcome page and Profile
menu.
▪ For new employees:
- Submenu is set to Hide.
- Quick Links is set to Both, displaying on the Welcome page and Profile
menu.
Daily News
A change has been made to the Daily News so all content in each section is always
displayed.
1.8 My Details
Personal Details
My Details >Personal Information > Personal Details
The upload of a photo has been changed from a link to a file upload control.
When uploading the photo users are able to preview and change the orientation of their
photo before saving the photo into ConnX.
If the original photo is larger than 300px wide it will be automatically resized to be 300px.
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Resolved an issue where an employee’s age was not displaying correctly. The age is
now displayed in years and not years and months.
These are also applicable to when a Manager (or above) accesses an employee’s personal
details through My Team > List Employees.
Employment Details - Termination
My Details > Personal Information > Employment Details – Termination
Resolved a display issue where the Reason for Leaving (Employer) and the Operational
Termination Reason were incorrectly showing the alternate lists answer.
In the termination section, the following fields are now hidden if the payroll termination
date does not match the ConnX separation date.
• Other Separation link
• Reason for Leaving Employer
• Reason for Leaving Employee
Probation End Date
A Probation End Date can now be added to an employee’s records. This is visible on the
employee’s Employment Details screen under the Employment heading.
The Probation End Date can be added when creating the new employee record in ConnX
(via Request to Create Employee Record or HR Admin > HR > Manage New Employees)
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or can be changed if the employee record already exists (via Request Employee Change
or HR Admin > HR > Manage Employee Changes).
To make these fields visible on the Request to Create Employee Record or Request
Employee Changes page, they will need to update at Admin > Setup Tab > General >
Page Security.
Email reminders about expiry dates and a report is also available.
This is also applicable to when a Manager (or above) accesses an employee’s personal
details through My Team > List Employees.
Fixed Term Contract Details
Details of an employee’s fixed term contract can now be recorded in ConnX including
the Fixed Term Start Date, Fixed Term End Date, Fixed Term Reason and any relevant
Comments.
This information is displayed on the employee’s Employment Details screen under the
Employment heading.
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This information can be added when creating the new employee record in ConnX (via
Request to Create Employee Record or HR Admin > HR > Manage New Employees) or
can be changed if the employee record already exists (via Request Employee Change or
HR Admin > HR > Manage Employee Changes).
Email reminders about expiry dates and a report is also available.
This is also applicable to when a Manager (or above) accesses an employee’s personal
details through My Team > List Employees.
Please see Appendix B for more information.
Redirect Approval
My Details > Personal Information > Redirect Approval
Corrected an issue where Redirection of approvals was not being applied for the last day.
Now the redirection is applied up to and including Redirect To date.
Documents
My Details > Personal Information > Documents
Resolved a sporadic issue with uploading employee documents and using the Store in
Database method. Now, if a document fails to upload correctly into the database, a
message is displayed and the record does not get created.
This is also applicable to when a Manager (or above) accesses an employee’s personal
details through My Team > List Employees.
Qualifications
My Details > Personal Information > Qualifications
The View Courses and View/Add Skills buttons have been removed from the page.
Resolved an issue where the institution displayed on the modal window did not match
the grid, if the course and class had different institutions. Now the qualification modal is
correctly displaying the institution from the class.
This is also applicable to when a Manager (or above) accesses an employee’s
qualifications through My Team > List Employees
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Payment Summaries
My Details > Pay > Payment Summaries
A new button has been added to the page to access the instructions to print a non PDF
payment summary.
Corrected an issue where employees were receiving multiple notifications for their
payment summary if they are assigned to more than one department.
Tax Details
My Details > Pay > Tax Details
A change has been made so that an employee’s tax details will now display as
HELP/VSL/FS/ SSL/TSL where it previously displayed as HELP/TSL/SSL or SFSS.
Current Leave Applications
My Details > Leave > Leave Applications - Current
Resolved a display issue where the grid was not clearing data after a leave application
had been withdrawn.
New Leave Applications
My Details > Leave > Leave Applications - New
Resolved an issue where a user was able to bypass the Leave Relationship field on the
application for leave reasons that are configured to require a relationship.
Updated the Leave Project Balance check, to resolve an issue where it did not calculate
correctly when there were future leave applications of the same leave type.
Now instead of only calculating the balance for the furthest leave date it also calculates
the balance at the end date of each future leave.
This provides a cross check so that all future leave applications will adhere to the rules
that are configured.
Message Detail
My Details > Messages & Approval > Message Inbox
Corrected an issue where the Reply to Message option was not available when messages
were sent and received through ConnX. This option has been enabled again to allow
users to reply to a message sent by a user account.
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Workflow Inbox (Approval List)
My Details > Messages & Approval > Workflow Approval Inbox
Resolved a display issue where fields remained populated on the approval grid after the
Workflow was actioned.
1.9 My Team
Disciplinary Events
My Team > Disciplinary Events
Corrected an issue where a Manager was not able to view the disciplinary events they
added for employees in their sub departments.
Resolved an issue where an incorrect date was referenced when using the Date From and
Date To filters. Now when filtering by date, the date entered on the event is used.
Leave Dashboard
My Team > Leave Dashboard
The leave dashboard has been updated to have new controls that allow the user to print
and export the charts.
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Work Schedule
My Team > Work Schedule
Updated the Work Schedule page so not All Departments and Employees are displayed
on page load. Now when a user loads the page they will only see the employees that
fall under the restrictions set by their access level.
Corrected an issue where the Break Duration, Start Time and Is Paid values where not
populated when a shift spanning midnight was added.
Resolved an issue where the Leave Override Factor was not displaying when the drop
down list options were changed.
Manager WHS Incidents
My Team > Manager Incidents
The grid has been updated to display Persons Involved. The names of employees that
are not in the manager’s access are not shown, but there is a count to indicate there are
other persons involved.
Request to Recruit Employee
My Team > Workflow Forms > Request to Recruit Employee
The page has been restyled to simplify the process of creating and submitting a new
request, and viewing existing requests.
When you navigate to the Request to Recruitment Employee page it will load the New
Employee tab by default.
The Clear Request button has been removed and the fields on the form will reset if you
change your selection on the following fields:
• Request to Recruit Employee for
• Employee Type (New Employee / Replacement)
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The grid containing the previous requests is now accessed by selecting the Existing
Request tab.
Request to Create Employee Record
My Team > Workflow Forms > Request to Create Employee Record
The page has been restyled to simply the process of creating and submitting a new
request, and viewing existing requests.
When you navigate to the Request to Create Employee Record page it will load the New
tab by default.
The grid containing the previous requests is now access by selecting the Existing Request
tab.
The Tax Details section has been updated to include the changes for the latest Tax
Declaration Form. The Financial Supplement has been removed and is included in the
questions HELP/VSL/FS/ SSL/TSL.
1.10 Company Info
Policies and Procedures
Company Info > Policies and Procedures
There have been changes made to Policies and Procedures functionality within ConnX,
please see detail in Appendix A.
Departments
Company Info > Departments
A checkbox to Include Terminated Employees has been added to the page to show/hide
terminated employees from the list of employees assigned to the department.
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1.11 HR Admin
Import Data from Payroll to ConnX
HR Admin > HR > Perform Import
The import process has been changed:
• Improvements have been made to the speed of the import.
• It now only updates employee’s Terminated Date when the date is in the past.
• A change was made to ensure all tables are updated of an employee code is
changed.
• Resolved an issue where the import was timing out if the process to Change
Employee is applied to handle a duplicate employee record. Now if a timeout
occurs during the import process, the import stops and a message is displayed.
Export Transactions
HR Admin > HR > Perform Export
Resolved an issue where the export file for timecards was populating an incorrect date
into the Leave Finish Date for multi-day leave.
Process Leave Applications
HR Admin > HR > Process Leave Applications
Resolved an issue where the cost account was cleared when splitting a leave application,
now the cost account from the first leave application is used in the split.
Process Requests
HR Admin > HR > Process Requests
Reconfigured the grid export for CSV or Excel to no longer contains HTML tags.
Resolved an issue where administrator users were able to access forms they did not have
permission to view.
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Employee Notes
HR Admin > HR > Employee Notes
Resolved an issue where HR Admin users were unable to see the information entered for
a user defined field on the Employee Notes page. This occurred when the page security
settings did not allow editing of employee note fields for this access level, but did allowed
editing for the user defined fields.
Maintain Employees
HR Admin > HR > Maintain Employees
Added a link for New Leave Application to the leave Information section, enabling leave
applications to be submitted by HR Admin/Payroll and Admins on behalf of an employee.
Manage New Employees
HR Admin > HR > Manage New Employees
The New Starter page has been updated so that sensitive data is not visible once the
record has been processed.
The text that is displayed is: ‘***Hidden for privacy***
The applicable fields are listed below:
Tax / Bank Details:
• TFN
• ABN
• TFN Date Signed
The following fields will be displayed as ‘***Hidden for privacy*** only when employee
record Type is set as Executive.
Salary and Rates:
• Yearly Salary
• Autopay Amount
• Normal Rate
• Time and a Half Rate
• Double Rate
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• Other Rate
• Award Rate
• Pay Class
The message displayed for Bank account details has been changed to now say:
Bank Account details of this Established Employee have been hidden for privacy.
The changes to the Tax Declaration form have been applied to the Tax Details sections.
The Financial Supplement has been removed as it is no longer used and updated to
HELP/TSL/SSL to be HELP/VSL/FS/ SSL/TSL.
Resolved an issue where a new employee record was being sent to Sage MicrOpay
without the required Pay Point field.
Resolved an issue where Get Next Employee Code was not generating in the expected
sequence. Now new starter records with a status of Deleted are excluded when
generating the next employee code.
Resolved an issue where an error was returned for updates to new starter records via
ConnX Web Service (CWS). Now the CWS is able to update New Starter records with the
Type set as Executive.
Resolved an issue where the value for HELP/HECS (now replaced with
HELP/VSL/FS/SSL/TSL) was not displaying correctly if the value entered was “No”. Now
it correctly displays “None”.
There is now the ability to run custom processes when an employee is created from the
New Starter page. This requires ConnX Support assistance to create the custom process
based on your requirements.
An example of this would be to automatically save Emergency Contacts details received
from OnboardCentre into the new employee’s emergency contacts page.
This does not include documents from OnboardCentre.
For more information on this feature please contact ConnX Support.
Respond to Suggestions
HR Admin > General > Respond to Suggestions
Resolved an issue where the text entered in the fields for Description and Response was
being cropped when the entered data exceeded the allowed 100 characters.
A character count is now displayed for both text boxes to show the number of characters
left to enter.
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Assign Regions to Employees
HR Admin > HR Admin Setup > Regions – Assign to Employees
Fixed an issue where employees were not correctly assigned to a region because the
work schedule regeneration was timing out.
Resolved an issue where an employee’s future leave was being cleared when they were
assigned to a region. This was only happening if the employee record was established
in Sage MicrOpay database and imported into ConnX.
1.12 Admin
Licence Information and Licence File Upload
Admin > Set Up Tab > General > ConnX Licence
Licence Files can now be installed directly from within the ConnX system, meaning that
your IT department is no longer needed for this.
Go to Admin > Setup Tab > General > ConnX Licence.
A screen similar to the following will display and you will be able to see the details of
your current ConnX licence, including which modules you have purchased and what your
employee capacity is.
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To upload a new licence file:
Select the Select File button to find the document or you can drag and drop the
file into the space beside the select button.
Browse to the licence.lic2 file that was sent to you by ConnX.
Select OK, you will see the details of the new ConnX licence file under the New
column.
Select Apply to save the new licence file into your ConnX system.
If you do not select Apply, then the old licence file will continue to be used.
Auditing
Admin > Set Up Tab > General > Auditing
Resolved an issue where auditing for some tables was not available even though the
tables were able to be selected.
Health Checks
Admin > Setup Tab > HR > General > Health Checks
The Employees with no Region Linked health check has been updated so that it will
now retrieve all non-terminated employees who are not linked to a region including
employees not assigned to a department.
Updated the Pay Advices (PDF) – Compare Sage MicrOpay and ConnX Health check
to now check if the server connections specified are the same as what is defined in the
Payroll Database settings. If they are not the same then the health check returns a
message saying:
This health check is only applicable if you are using Sage MicrOpay as your payroll
system.
Please check and update your payroll database settings (Admin > Payroll Database) or
contact ConnX Support on [email protected].
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Items Register Administrator
Admin > Setup Tab > General > Items Register
Resolved an issue where Items Register Administrators were receiving an error message
when trying to add items where the item category was set as Other.
The setting Allow Duplicates has been added to the Item Category (Admin > Setup Tab
> Categories > Item Category).
The setting will determine if an item with the same category as an already assigned item
can be added again to the employee.
If Warn User is set the following message is displayed:
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If Prevent User is set the following message is displayed:
Payroll Databases
Admin > Setup Tab > HR > General > Payroll Databases
The Test Connection button has been updated so that it now additionally checks to
ensure that the database details provided are for a valid payroll database.
Removed a duplicate setting for Pay Method from the Import Data settings, that was
showing when the payroll interface was configured for Sage MicrOpay.
User Accounts
Admin > Setup Tab > HR > General > User Accounts
The control for uploading photos has been updated to provide the users with more
information on the allowed file size and file type. In addition to the features that will
enable previewing and changing the orientation of the photo before uploading.
Corrected an issue where the Items Categories were not displaying correctly after a user
account had been updated.
Resolved an issue where the Must Login in ‘X’ minutes was not displaying when
resetting a user’s password. Now when resetting passwords or activating an account you
can specify the number of minutes to login.
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Activate User Accounts
Admin > Setup Tab > HR > General > User Accounts - Activate
Resolved an issue where data was not displaying correctly if Include Terminated
Employees checkbox was selected. Now when this checkbox is selected the page will
display all terminated and current employees.
The Notification Templates can now include tags in the subject line. This provides the
ability to customise the subject lines specific to each recipient.
Resolved an issue where employees in multiple departments would receive multiple
notifications with a different temporary password when activating their account. Now
when activating the notification and temporary password is only generated once.
Workflow Actions
Admin > Set Up Tab > General > Workflow Actions
A change has been made so that the header of the table is always visible when scrolling
down the page.
Resolved an issue where the employee approval exceptions were not applied for the
Request to Recruit Employee (Replacement Employee) [ID122] workflow action.
Audit Settings
Admin > Setup Tab > HR> Settings > Audit
A change has been made so that the header of the table is always visible when scrolling
down the page.
Process Scheduler
Admin >HR > Settings > Automated Process Scheduler
Resolved an issue where recurring CAP processes without an end time were only running
once. Now when a CAP process schedule type is set to Recurring the default end time
is set as 11:59 PM.
Updated the following processes so that terminated employee are now excluded when
reminders are sent.
• Send Reminders for License Expiry
• Send Reminders for Visa Expiry
• Send Qualification Reminders
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• Send Employee Note Reminders
• Send Reminders for Timesheet Completion
• Send Reminders for Goals
• Send Reminders for Tasks
Updated the processes Send Licence Expiry Reminders and Send Visa Expiry
Reminders so that a reminder is only sent for licences and visas with the status of Current.
Updated the process Get ConnXCareers Applicants to improve how applicant data is
updated from ConnXCareers into ConnX and only send notifications when applications
are successfully created.
Display Settings
Admin > Setup Tab > HR > Settings > Display
Login Images
Hero Images that show on the login screen of ConnX can now be managed from within
the ConnX system, meaning that your IT department is no longer required to upload or
manage these images.
To upload or remove a login image go to Admin > Settings > Display.
Select the Images tab
Go to the Login Images section at the top of the screen.
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To upload a new image:
Select the + icon in the free image space
Browse to select a file of your choice (please note that there are some rules that
apply here – please see below).
Select Open
The image is now part of your login page images.
To remove an existing image:
Hover over the image.
Select the delete icon.
Confirm that you really do want to remove the image.
The image is no longer part of your login page images.
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NOTE
File extensions allowed are: *.gif, *.png, *.jpg, *.jpeg, *.jpe, *.bmp
For best effect, it is recommended to use images which have a
16:9 aspect ratio (we suggest 1920px x 1080px). Images not of
this aspect ratio may be distorted.
Login images are automatically resized to a maximum file size
of 500kb if necessary.
Banner Images
The Banner Logo Image that shows in the top left of the menu can now be managed
from within the ConnX system, meaning that your IT department is no longer required
to upload or manage this image.
To upload or remove a login image go to Admin > Setup Tab > Settings > Display.
Select the Images tab
Go to the Banner Logo section at the bottom of the screen.
To upload a new banner logo:
Select the + icon in the free image space
Browse to select a file of your choice (please note that there are some rules that
apply here – please see below).
A preview of the image will show and you should see the logo in the top left of
the screen in the menu area.
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To remove a banner logo:
Select Remove Logo.
Confirm that you really do want to remove the image, the logo will be removed.
NOTE
File extensions allowed are: *.gif, *.png, *.jpg, *.jpeg, *.jpe, *.bmp
The logo will be displayed as 90px height and will be automatically
resized to a maximum file size of 100KB if necessary.
Fixed an issue where the count was being incorrectly displayed for the Messages and
Task & Reminders when the display settings were set to Hide.
Export Interfaces
Admin > Settings > Interfaces - Export
A new setting File Encoding has been added to the page and is set to Unicode by default.
This enables the export file to be written using the selected file encoding.
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Page Security
Admin > Setup Tab > HR > Settings > Page Security
A new layout has been applied to the page. This enables users to see all controls and
access levels that can be set for the selected page.
New features listed below, have been added to the page to make the configuration
easier. These include:
• A ‘Select All’ checkbox for the Visible and Editable options.
• A copy function. Preferences from a lower access level to be copied to the next
level in the access hierarchy. For example, the preferences for the Employee
access level can be copied to the Supervisor access level.
On the Forms - Request to Create Employee Record page, the HELP/HECS field has been
updated to HELP/VSL/FS/ SSL/TSL and SFSS has been removed from the list of controls
as it is no longer used.
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Permission Settings
Admin > Setup Tab > HR > Settings > Permission
Resolved an issue where the permission setting for dollar values in the Timecard
Calculated Results grid was not applying correctly and the amounts were not being
hidden for Managers and Supervisors when the permission settings were set to Hide.
Resolved an issue where the permission setting Users with same or above level for
licences was not applying correctly.
Single Sign-On Administration
Admin > Setup Tab > Settings > Single Sign On
Resolved an issue where the bypass login setting, for single sign on users, was working
differently between desktop and mobile devices.
Upload Settings for ConnX
Admin > Setup Tab > Settings > Uploads
A change has been made to set the default setting for the employee documents temp
directory to be docs.
Added new settings for Supervisor access in the Upload permissions. This will enable
Supervisor and Manager access levels to have different permissions regarding uploads.
Previously the Supervisor access level assumed the same permissions as the Manager
access level.
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In the Employee Documents section all fields are disabled when there are details specified
for the SQL Server or SQL Database Name. The Test Connection button will remain
enabled so that you can ensure the database details stored are correct.
Resolved an issue with the document datastore password encryption that was preventing
documents from being uploaded correctly.
User Defined Fields
Admin > Settings > User Defined Fields
A change has been made to date fields these will now be a fixed width. This means that
it will no longer be necessary to specify a control width when creating a user defined field
that is one of the following control types:
• Date picker
• Date & Time picker
• Time picker
All existing user defined fields using these control types will use the new fixed width.
Resolved an issue where the date picker for user defined fields was not saving dates prior
to 1980.
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Leave Reasons
Admin > Setup Tab > Leave > Leave Reasons
A change has been made to the Calculation Override field to enable 8 decimal places
to be stored.
The calculation for the leave hours on the following pages has been adjusted to use the
increased decimal places.
• Current Leave Applications
• Previous Leave Applications
• Process Leave Applications
• Leave Application Approval
• Export Transactions
Leave Limit Rule
Admin > Setup Tab > Leave > Leave Limit Rule
New settings have been added that will specify a recurrence period and duration for the
Leave Limit Rule. This enables a rule to be configured to recur for a specific period from
the initial start date e.g. only evaluating the first 3 months of a year.
2.0 CONNX MODULES
2.1 Timecard and Award Interpretation
Throughout Timecard and Award interpretation module a renaming process has
occurred. Some buttons and functions now have a new name.
Timecards with Award Interpretation now replaces what was previously ‘Award
Interpretation or AIR’
Award Interpretation Users now replaces what was previously ‘Interpretation Users’
Calculated Results now replaces what was previously ‘Interpreted Results’.
Other Allowances now replaces what was previously ‘Manual Entitlements’
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Refresh now replaces what was previously ‘Process Clockings’.
Employee Award Details now replaces what was previously ‘Exemptions and Rate
Overrides’.
Employee Award Interpretation Details
My Team > Personal > Employee Award Interpretation Details
The Effective To column has been removed for the following sections:
• Rule Set Group & Pay Grade Settings
• Employee Time Clock Device Settings
• Employee Clocking Code Settings
Bulk Transaction Entry
Timesheets > Timecards > Bulk Transaction Entry
A processing circle is now displayed when performing Delete Bulk Transactions when
there is a large number of records to be deleted.
Timecard Entry
My Team > My Team > List Employee > Personal > Timecard Entry
The grouping for Calculated Results has been removed from the settings page. These
settings are now replaced by new default groupings and default columns.
Unnecessary columns have been hidden on the calculated results page to make it less
cluttered. You are still able to add/remove columns and change grouping on the grid,
these changes are still saved as your grid preferences for the page.
The default settings are as follows:
Default Grouping
• Employee
• Date
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*Default Grid Columns*
• Employee
• Date
• The default grid columns are set as:
• Date
• Income Type,
• Cost Account,
• Start Time,
• Finish Time,
• Hours, Units,
• Calc Factor,
• Rate,
• Amount,
• Ruleset,
• Rule.
Employee Name has been added to the Grouping Header for the grid, and will display
the data in the format Preferred Name/First Name, Surname, (Emp_Code)
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If grouping by Employee is removed the following three (3) columns will automatically
display as the first grid columns:
• Emp Code
• Preferred/First Name
• Surname
Corrected an issue where the Department drop down list defaulted to ALL when an
individual employee timecard was opened. Now on page load it will default to the
employee’s primary department.
Resolved an issue for the Max Period Rule, where it would not trigger if Leave spanned
the Max Period Hours and also counted towards the Max Period Hours. ConnX will now
find previous Normal hours within the period to perform the calculation on.
Resolved an issue where if an employee had multiple scheduled shifts on a day and a
leave application, the start time for the second shift was being used for timecard leave
transactions instead of the start time for the first shift.
Fixed an issue where a shift would not join on the last day of pay period if the shift
spanned midnight and the clockings were imported in separate files.
Resolved an issue where clockings did not re-calculate correctly when missing clockings
were imported and automatic breaks existed. Now the timecard will clear and reinsert
the automatic breaks correctly.
Resolved an issue where clockings were duplicated, when the end time for the last day
of a pay period was edited.
Resolved an issue where the number of units were not displayed correctly on the
timecard.
Added a Use Schedule button to the Timecard entry page, this enables the work
schedule to be inserted as clockings on a timecard for the whole pay period. The
clockings will only insert if there is no approved leave or clockings already entered on a
day.
When a user refreshes the clockings on a timecard it will now:
• Recalculate all clockings from the start of the selected period and any future
periods.
• Recalculate all leave applications for the selected period.
• Recalculate all Other Allowances for the selected period.
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Ensuring that any changes to the timecard or employee’s award set up are included when
recalculating clockings.
A new link, Open Work Schedule, has been added to the Timecard entry page. When
selected the link will open the Work Schedule page in a new window, for the selected
employee and pay period.
For users to see the link on the Timecard entry, the setting Show Schedule Data should
be set to Yes via Admin > Settings > Permission.
Resolved an issue where a different processing date was being recorded when importing
large amounts of Other Allowances. Now when importing Other Allowances onto a
timecard which is not locked, the processing date is correct.
Timecard Summary
Timesheets > Timecards > Timecard Summary
Reconfigured the grid export for CSV or Excel to no longer contains HTML tags.
When using Timecards on your mobile phone, resolved an issue where permissions to
view timecard comments and messages were not applied correctly, the following now
applies:
• Employees can view comments and messages in the Employee section.
• Manager can view comments and messages in the Employee and Manager
sections.
• HR Admin can view all comments and messages in the Employee, Manager and
HR Admin sections.
• Added a Scheduled Hours column that will display the total scheduled hours for
the employee’s pay period. The column will show by default, to hide the column
you will need unselect the option in the grid preferences.
Assign Export Template to Employees
Admin > Timecards > Bulk Assignment > Assign Export Template
Now when assigning a template for an employee the following default data is applied to
the Employee Time Clock Device settings.
• Timeclock Device (First Timeclock Device in list)
• Cost Account
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• Effective Date from
• Effective Date to
• Is default = Y
• Created Date
• Created by (Employee ID who assigned the template)
• Modified Date
• Is for deletion = N
Employee Bulk Assignment
Admin > Timecards > Bulk Assignment > Employee Award Interpretation
The layout of the page has been updated, and some of the changes are outlined below.
The table has now been converted to a grid, the following columns are visible by default:
• Emp First Name (preferred name) Emp Last Name (Emp Code) - (Existing)
• Department - (Existing)
• Ruleset Group - (Existing)
• Pay Grade - (Existing)
• Effective From - (Existing)
• Missing Out Clocking Interval Limit
The following columns are hidden but can be added to the grid.
• Rounding Start
• Rounding Finish
• Rounding Call Out Start
• Rounding Call Out Finish
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Income Types
Admin > Timecards > General Settings > Income Types
The rate of pay can now be included in the export file for leave transaction types when
exporting to the Sage MicrOpay payroll system.
To include the rate of pay in the export file the relevant income types need to have the
setting Export Rate set to Yes.
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Other Allowances
Admin > Timecard > Rule Set – Award > Other Allowance Rule
The entry of Standard included in award calculation type Other Allowances is now
prevented when a timecard is locked.
Added the ability to set a default unit value for Other Allowances and set if the value can
be edited when the Other Allowance is entered on the timecard
Resolved a timeout issue that occurred when entering Other Allowances on Timecards.
A change has been made so that the processing will no longer be triggered automatically
after an other allowance is entered. The user can now enter multiple records quickly and
refresh the timecard at the end.
Penalty and Allowance Rules
Admin > Timecard > Rule Set – Award > Penalties and Allowances Rule
Added the setting Rule Can Trigger Unlimited Times In Period to specify how many
times a Penalty and Allowance Rule can be triggered in the specified period.
Example: Company wants to pay 1 unit of laundry allowance for every shift worked by an
employee in the 7-day period, with the rule triggering a maximum of 5 times.
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A new setting Calculation Block Period Crossover has been added, allowing for a
different Period Crossover rule to be specified on calculation. The setting will only be
visible when the Period Crossover is set as one of the following:
• (S) Start
• (F) Finish
• (A) Actual
• (M) Majority
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Timecard System Settings
Admin > Timecards > General Settings > System Settings
The Public Holiday Rule Type settings have been updated to have more rule types, to
cater for companies that have scheduled RDO’s. Now you can configure up to eight (8)
Public Holiday Rule Type settings.
If you are already using Public Holiday Rule Type settings your existing rules will not be
affected, you will now see an additional four (4) rule types.
The drop-down lists on the following pages have also been updated to show all eight (8)
rule types:
• Weekly Period page, accessed via Admin > Timecard > General Settings > Weekly
Period.
• Public Holidays & Special Days, accessed via HR Admin > HR Admin Setup >
Public Holidays & Special Days.
Pay Grade/Rate
Admin > Timecard > Calculation and Pay Rates > Pay Grade/Rate
Corrected an issue where Rates were able to be created with the same Rate Reference
and Effective to date on the same Pay Grade.
Timecard Reports
Reports > View Reports > Timesheet Reports
(ID 507) Employee Actual Hours vs Rounded Hours
A new report has been added (ID 507) Employee Actual Hours vs Rounded Hours. This
report will compare Actual Clockings vs Rounding Clockings and show the variance.
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2.2 Business Intelligence
The Employee Details view has been updated to include the following:
• Primary Department
• Normal Hours Paid
• Probation End Date
• Fixed Term Start Date
• Fixed Term End Date
• Fixed Term Reason
• Fixed Term Comments
The Employee Qualifications category of the Employee Details view has been updated to
include the “Cost” field:
For Timecard employees, a new report has been added Employee Scheduled vs Rounded
Variation. This report is a comparison of the scheduled hours versus rounded hours.
2.3 ConnX Careers
Resolved an issue where the vacancy was being removed from ConnX Careers at the
beginning of the last day for the advertised period. Now the advertised job remains
published for the full day on the advertised end date.
2.4 Learning & Education
The layout of the Educator Management page has been updated, some of the changes
are outlined below:
• The filter controls have been updated to display across the page in a single row.
• Moved the Historical Class Enrolment button to the top of the page.
• Added a section heading Manage Class, which displays the minimum and
maximum class size as well as the count of employee who are confirmed to
attend.
• Changes have been made to buttons on the page:
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▪ The Pending Enrolments (previously a link) is now a button.
▪ The Confirm, Undecided, Decline and Decline all unconfirmed buttons are
now combined into a single button.
▪ Transfer To is now a button where previously it was a drop down list and
button.
New Course Enrolment
Learning & Education > New Course Enrolment
Fixed an issue where an employee was not able to enrol in courses if their assigned
department was the last department in the department hierarchy.
Class Enrolment page
Learning & Education > Courses Enrolled/Completed
My Team > List Employees > Learning > Courses
Educators are now able to delete a completed class for an employee. A delete icon has
been added to the end of each row of the employee’s completed classes grid. This icon
will show when hovering on the course row.
When a completed class is deleted for an employee, any qualifications, skills or activities
associated with the course will also be deleted.
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2.5 Mobile
The user interface (UI) has been updated, these changes have been designed to achieve
the following:
• Simplify the look of the UI and remove any clutter.
• Colours have been updated.
• Consistency between mobile and desktop pages.
• The menu is now showing on the left of the screen.
Login
Resolved an issue where iPhone 6s users were being logged out when opening an
attachment. Now when an employee views an attachment, it opens as a model and the
close button will return them to the original screen.
Welcome Screen
The welcome screen enables users to see the following tiles similar to the desktop
version.
• Workflow Inbox
• Tasks/Reminders
• Daily News
• Vacancies
• Employee of the Month
• Custom Widgets
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The menu system has now been combined into 1 central menu and is accessible at all
times in the top left of the banner.
Personal Details
Profile > Personal Details
Resolved an issue where the employee’s age was not displaying correctly. The age is
now shown in years and not years and months.
Employment Details
Profile > Employment Details
The content and layout of the page has been updated so that it is similar to the display
shown on the desktop version.
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Tax Details
My Details > Pay > Tax Details
A change has been made so that an employee’s tax details will now display as HECS-
HELP where it previously displayed as HECS.
Current Leave Apps
My Details > Leave > Leave Applications - Current
Resolved an issue so that Rostered Day Off leave applications are now displayed in
Current Leave Apps and/or Previous Leave Apps.
Task/Reminder Inbox
Inbox > Task/Reminder Inbox
Resolved a display issue where the employee code was being shown twice.
Workflow Inbox
The main menu now has a red bubble on the top right for both Workflow Inbox and
Task/Reminders icons to show there are notifications to be actioned. When the menu
is expanded the submenu displays a red bubble and count of the messages.
The buttons on the approval screens now show when they are processing and a
confirmation message is displayed to the user when the processing is completed.
Resolved an issue where the description was displaying the leave category and not the
leave type for leave approval requests. Now the description will display the leave type.
Company Info
Company Info > Policies
If your ConnX system is configured to use the internal Policies and Procedures area, you
will be able to view the files on a mobile device.
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To view a policy, select the folder from the dropdown list at the top of the screen. The
policies available in that folder will be displayed on screen.
My Team
My Team
The List Employees has been updated to make searching for an employee easier, there
is now a toggle button that will show/hide terminated employees from the list.
Resolved an issue where employees were unable to be selected if they had an apostrophe
in their name.
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2.6 Performance Reviews
Current Review
Performance > Performance > Current Reviews
Performance > Performance > Past Reviews
The styling for the review form has been updated so that it is consistent with the new UI
styling. A summary of the changes are:
• Buttons now show on hover of the review line
• Button style and colour have been updated
The navigation buttons have been updated and are now positioned to the left in the
footer.
A new indicator for the review sections has been added to the centre of the footer, and
show the status of each section.
• Solid colour indicates the current section
• Green outline indicates a completed section
• Grey outline indicates an incomplete section that requires action.
The Review Summary page has been updated in line with the new UI colours, controls
and fonts.
Additional fields have been made available in the current and past performance review
goal sections.
This means the same fields are displayed on both the review form and the goals page.
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Fields are displayed in the following order:
• Measurement
• Action Plan
• Realistic
• Strategic Plan
• Goal Category
• Personal Goal
• Weighting
On the employee’s review details page a new column has been added to the Participants
table to display each of the score totals on the review.
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The score will only show if all the relevant participant questions that have a score answer
type are set as X can see Y answers = Yes. If set to No the score will displayed as XXX.
The fields have been reordered for printing performance reviews to make it easier to see
all information for a submitted review.
The Meeting Details section is now hidden on the Review form if the setting Set a
meeting in the review has been set to No.
-
Goals
Performance > Performance > Goals
A new column has been added to the grid to display Creation Date for goals. This column
is not displayed by default and must be added to the included columns.
Resolved an issue where goals were not able to be edited by the user who created the
goal when there was no workflow.
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Extract Review Answers
Performance > Officer > Extract Review Answers
Scores for answers and goals are now included when extracting review answers. New
columns listed below have been added and are only visible in Detail View.
Answer/Review Points displays the points for a question answer or a goal review. If the
answer type is Free Text then n/a will be displayed in the column.
Goal Score Answer, displays the answer for the goals score whereas the Goal Score
Points displays the points associated with that Goal Score Answer.
Reconfigured the grid export for CSV or Excel to no longer contains HTML tags.
Next Due Dates
Performance > Officer > Next Due Dates
An additional option has been added for setting Next Due Review Dates. Review dates
can now be set for participants on a specified Given Due Date or one of the following:
• Hired Date + x Days/Weeks/Months
• Next Anniversary Date + x Days/Weeks/Months
• Next Birthday + x Days/Weeks/Months
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The summary section has been added to display a count of employees, calculated
Creation Date and calculated Due Date.
A change has been made so that only users with the Performance Administrator access
receive the notification where a review instance cannot be created for an employee that
is not linked to a review form. Previously this notification was sent to HR/Payroll
Administrators.
Employee Review Instances
Performance > Officer > Review Instances
A performance review status can now be changed to Locked from any status. This means
Performance Officers do not need to wait until a review is set to Submitted or Reviewed.
A new Locked by column has been added to the table and displays the name and
employee code of the user that locks the performance review.
The Locked by column will be blank after upgrading to v6.0. This column will populate
for reviews locked after the upgrade has been completed.
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The Locked by and Date Locked is cleared when the review status is changed from
Locked to any other status.
Notifications sent to participants when the review is locked have been updated to provide
information that is more relevant to the participant role.
Setting Up Reviews
Performance > Administration > Setting Up Reviews
A Save button has been added to the top of the page, to make the page more consistent
with other setup pages in ConnX. Previously the setting on this page were auto saved,
now the Save button will need to be selected to apply the changes.
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Review Forms
Performance > Administration > Review Forms
A setting has been added to the Review Form to specify if Goal Scores are visible for that
review. When Show Score Totals is set as “Yes” the score and score totals are displayed
on the performance review.
Corrected an issue where the selection for Show Performance Plan created on or after
the last Review of Type: was not displaying after saving updates. The default for this
drop down list has now been changed to Any Review Type
An example of this change is displayed on the following page.
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Approve Goals
My Details > Messages & Approval > Workflow Approval Inbox
Resolved an issue when an approver denied a goal without selecting the View button,
the details were not removed from the grid to indicate that it was processed.
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2.7 Recruitment
A lot of the recruitment pages have had style and page layout changes. On most pages,
the buttons that were previously at the bottom of the page have been moved to the top
of the page. The following will provide details for new features, significant changes to
page layout and fixes for known issues.
Recruitment Dashboard
Recruitment > Dashboard
The UI and controls on the Recruitment Dashboard page have been updated. New chart
functionality provides the ability to:
• Export charts as an image
• Export the data from charts
• Print the charts.
Applications
Recruitment > Applications
The Applications page layout has been updated to simplify the look and remove clutter.
Key information relating to the application is now visible at the top of the page, so that
it is able to be updated easily.
Progress boxes, have moved to the top of the page and will now set a filter for the
applicant list on the page based on which box is selected.
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For example:
A recruiter is viewing the applications for a Marketing Officer vacancy, the ‘New’ progress
box is selected.
The list of applicants in the left panel is now filtered to show the 3 new applicants that
have been received.
Actions button, a new button has been added to the top of the page. When selected
the button displays the links to the following:
• Add an Attachment
• Send Notifications
• Make Offer
• Reassign Applicant
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Searching, the search criteria is applied automatically to the applicant list as data is
entered into the search box.
Filtering, options are now accessed using the Filter button and when a filter is applied
an indicator is displayed on the button.
Sorting, has been updated to include additional sort options. Now you are able to sort
the list of applicants on the following:
• Date Received
• Name
• Rank
• Score
• Status
The following details are now displayed at the top of the applicant panel.
• Applicant Details
• Indicators
• Application status
• Ranking
Scorecard results, when selected redirect you to the Scorecard tab so that the details can
be updated.
Resolved an issue where vacancies with a status of Finalised or Cancelled where not
visible in the vacancy drop down list when the Show Finalised checkbox is selected.
Recruiters now have the option to add responses to the screening questions for
applicants that are created in one of the following ways:
• Manually in ConnX from the application page.
• Received via PAS.
• Received from the Skills Match page.
• Applicant is reassigned from a vacancy where the screening templates are not the
same.
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Importantly a recruiter is not able to edit responses after saving or if an applicant has
responded to screening questions when submitting the application via ConnXCareers or
the Vacancy Noticeboard.
Vacancies
Recruitment > Recruitment > Vacancies
The Vacancy page layout has been updated to simplify the look and remove clutter. Key
information relating to the vacancy is now visible at the top of the page, so it can be
updated easily.
Searching, the search criteria is applied automatically to the applicant list as data is
entered into the search box.
Filtering, options are now accessed using the Filter button and when a filter is applied
an indicator is displayed on the button.
The progress boxes have been moved to the top of the page and are now links that when
selected redirect the recruiter to the applications page.
The vacancy is loaded on the Applications page and the list of applicants is filtered based
on progress box that was selected.
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For example: A recruiter is viewing the Marketing Officer Vacancy.
The recruiter selects the ‘Interview’ progress box. When the Applications page loads the
list of applicants is filtered to show those applicants that had an interview scheduled.
Corrected an issue where the approver of a Request to Recruit form was being set as the
Primary Recruiter. This occurred when the Request to Recruit was set to Auto Complete.
A change has been made so that only a Recruitment Administrator will be able to see
the Add New Media or Add New Agency buttons on the Advertising & Agencies Tab.
Corrected the issue that allowed a vacancy to be saved without a vacancy code if the
duplicate vacancy function was used. Now the Vacancy Code and Vacancy Name are
required fields for the duplicate vacancy function.
Vacancy Offer
Recruitment > Vacancies > [Select Vacancy] > Actions >Make Offer
Recruitment > Applications > [Select and Applicant] > Action > Make Offer
Resolved an issue where an applicant’s mobile number was being displayed in both
Mobile and Telephone fields.
Send Notifications
Recruitment > Vacancies > [Select Vacancy] > Actions > Send Notifications
Recruitment > Applications > [Select an Applicant] > Actions > Send
Notifications
Fixed an issue where the Send Notification process was timing out when a recruiter was
sending bulk notifications for a vacancy,
Finalise Vacancy Offer
Resolved an issue where an error was received when the Set Vacancy as Complete button
was selected.
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Skills Match
Recruitment > Recruitment > Skills Match
A change has been made to the way the grids display. Now after you have selected a
vacancy to match skills against, only the top grid is displayed with the results of the match.
To show the data linked to the record, click on the link icon on the record line. The top
grid is minimised and the bottom grid is displayed. The top grid can be re-maximised
by using the dropdown arrow icon or the top grid title bar.
Resolved an issue where the skills for an applicant found through Skills Match did not
have the matched skills set to Confirmed in the new application.
Added a label to the page to remind users that only Applicants with the setting
Authorised to Retain check box are visible in Skills Match page.
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Talent Pool
Recruitment > Recruitment > Talent Pool
A change has been made to the way the grids display. Applicants that match the filter
criteria are displayed in the top grid.
To show the data linked to the record, click on the link icon on the record line. The top
grid is minimised and the bottom grid is displayed. The top grid can be re-maximised
by using the dropdown arrow icon or the top grid title bar.
Setting Up Recruitment
Recruitment > Administration > Set Up
The Setting Up Recruitment page layout has been updated to simplify the look and
remove clutter. There have been label changes and settings moved In the eRecruitment
Settings section to make grouping of settings easier to understand
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Added a new option for Notify Recruiters of New Applicants. There is now an option
to not send notifications to recruiters of new applicants.
Added new tags for applicant name in the Accepted Applications email section. Now
you have the options to select:
<@ApplicantName> - this will display the applicant’s first name and surname.
<@ApplicantFirstName> - this will display the applicant’s first name only.
<@ApplicantSurnamne> - this will display the applicant’s surname only.
Resolved an issue where the notifications to applicants and recruiters was not using the
email address set in From Recruitment email address.
Media
Recruitment > Administration > Media
Fixed an issue where the Screen ID field for eRecruitment Details was not displaying the
full data. The field has now been expanded to display the full data set.
Notification Templates
Recruitment > Administration > Notification Templates
The Notification templates have been changed to include:
• Tags in the subject line of email notifications. Enabling recruiters to customise the
subject to include information such as the vacancy name when responding to
applicants.
• New templates are set to In Use by default.
Resolved an issue where apostrophes were being duplicated on the notification template
each time the template was saved.
Daily Vacancy Application Summary Email
Resolved a calculation issue where the ConnX Vacancy Application Summary email did
not report the correct number of new applications received in the last 24 hours.
Any internal applications that had been started and not fully completed, were being
included in the summary report for the previous 24 hours.
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Process Applicant Service
Resolved an issue where errors were logged and PAS was timing out due to the maximum
connections available.
The following changes have been made to PAS.
• PAS can be installed to run on a different server to the ConnX application.
• The ability to specify a different log file path.
• The ability to view multiple database connections.
• Added a Test Connection button.
• Added the ability to flag database with a connection issue.
• Added a View Log button.
• Updated the naming convention for Log files.
• PAS will now run immediately after the service has started.
Refer to the Upgrade Instructions for more information.
Screening Templates
Recruitment > Administration > Screening Templates
The UI and page layout have been updated with new stylings and theme.
Changes to the Screening Template page are outlined below:
• The page layout is now two (2) panels, Screening Template details and Question
Group.
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• The Question Group panel can be collapsed when not require, to collapse/expand
this panel select the pin icon at the top of the panel.
• On page load the page will display a list of the existing screening templates,
• To edit an existing template, select the template from the list and the template
will display in edit mode
• To add a template, select the New Template button at the top of the page and
the panel will display in edit mode.
• When in add or edit mode you can return to the template list by selecting the
Template list button
• Adding a question is now done using the window that appears when the New
Question button is selected.
• Editing a question is now done using the window that appears when the edit icon
is selected for the question.
To add a new template:
Select New Template at the top of the page
Enter the name of the screening template
Select Save, the new template will appear in the Template list ready for editing.
To edit an existing template: ,
Select Template List at the top of the page
Select the screening template you want to make changes to. The screening
template panel will display the template.
Once you have made the changes select Save at the top of the panel.
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2.8 Reports Manager
The Crystal Runtime has been upgraded to the latest version, improving the performance
of the crystal reports accessed in ConnX. Some reports which used lots of filters (eg WHS
reports) sometime gave a “buffer to small” error. This should no longer be the case with
the updated Crystal Runtime.
LE Reports
A change has been made to the setup security which sets permissions for Educators by
default, previously this permission had to be set on each report. Now when an Educator
who is a report user will automatically have access to all LE reports.
The reports impacted by this change are:
• Learning Classes By Weekday
• Total Cost of Classes by Provider
• Learning Courses Completed By Employee
• Learning Courses By Facilitator
• Learning Course Waiting List by Course
• Employee Profile
• Learning Class Enrolment by Employee
• Most Popular Courses
• Most/Least Used Learning Resources
• Skills Learnt By Employee
• Skills Learnt By Facilitators
• Skills Not Achieved By Employee
• Waiting List By Employee
• Employees Qualified for a Course
• Employee Qualification Expiring by Department
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• Count of Qualifications Expiring by Department
• Skills Report by Skills
• Course Achieved
• Course Achieved Summary
(ID 59) Turnover Index
Additional parameters have been added to the report filters. Now when running the
Turnonver report, users can use the following filters:
• Include Sub Department
• Department Division
(ID 112) Leave Report by Day
An alert message is now displayed to remind report users that this report can take a long
time to run if there is no Start date specified.
The message will read as:
This report takes long to run if no value is provided for the Start Date. To limit the
number of records Start Date is defaulted to the first day of the year.
(ID 119) Leave Audit Report
An alert message is now displayed to remind report users that this report requires Leave
Auditing to be turned on and that it can take a long time to run.
The message will read as:
Leave Auditing must be turned on for this report to work. Also be aware that this
report may take significant time to load depending on the number of record. To
limit the number of records retrieved, it is recommended that you use the filter
criteria.
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(ID 120) Certificate Required Leave Without Documentation
A change has been made to default the Start Date to load the first date of the current
year ensuring that current data is always displayed in the report.
An alert message is now displayed to remind report users that this report may take a
long time to run.
The message will read as:
Since the introduction of document attachments in Version 5, leave applications
from previous versions will not appear in this report, therefore only leave
applications entered after Version 5 will be present.
(ID 152) PR Manager Average Score report
Resolved an issue where the average score from the employee’s last review was not
calculating correctly.
(ID 159) Employee Goals Report
Made a change to the report so that the data displayed is correct when the same filter
criteria is applied to both this and the Employee Goals by Department report.
(ID 214) Timesheet Audit Report
A change has been made to improve the loading of the report by defaulting the period
end date drop down list to the first current period end date.
An alert message is now displayed to remind report users that this report may take a
long time to run.
The message will read as:
This report should only be run per employee per period end date.
ID 252) Learning Courses Completed By Employee
Fixed an issue with the report so that all employees who have completed the course are
now appearing in the report. Previously only employees who had passed the course
were displayed.
(ID 269) Skills Report by Skills – Current and Terminated
A new report has been added that shows the skills held by employees, grouped by the
skill. This report will contain both current and terminated employees. The existing report
(ID 266) Skills Report By Skills will only return current employees.
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2.9 Roles & Positions
Roles
Company Info > Roles, Positions & Skills > Roles
The character limit for Role Description has been increased to 4,000 characters.
Positions
Company Info > Roles, Positions & Skills > Positions
Resolved an issue that locked the position page if a position was duplicated and the
position name was not unique.
Resolved an issue where the position overfill alert message was incorrectly displayed
when assigning employees to a position.
2.10 Timesheets
Current Paid Timesheets
Timesheets > Employee Timesheets - Current
Fixed an issue for the Add a Transaction for a Day to the Selected Timesheets, that
generated an error when entering a transaction and the Only insert transaction for
employees who are scheduled with a public holiday this day setting was selected.
Corrected an issue where the comments made on a timesheet were not displaying
correctly. Now when you hover over the comment column the display shows the
comments and which access level made the comment.
Timesheet Entry
Timesheets > Employee Timesheets – Current > View
Resolved an issue where a transaction entered for the same date as the period end date
was added to an approved timesheet by HR/Payroll, the transaction did not show in the
detailed view.
Corrected an issue where a HR/Payroll or ConnX Administrator were able to edit their
own approved timesheet. Now when a HR/Payroll or Administrator user access their own
Timesheet via Timesheets > Employee Timesheets – Current it applies the same
permission settings as an employee access level.
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Resolved an issue where two lines displayed for the transaction when entered in the
detailed view of a timesheet. Now data is displayed correctly when the grid is refreshed
after a transaction is added.
Timesheet Template Settings
Timesheets > Timesheet Setup > Timesheet Templates – Reminder Settings
The Reminder Email Template can now include tags in the subject line of the email
notifications. This provides the ability to customise the subject lines to include more
information to the recipient.
Corrected an issue where a transaction was not saving correctly. If the transaction was
entered via the Add Transaction in the detailed view and was a rate or percentage pay
component on the last day of the period.
2.11 Web Service
The hashing algorithms used for passwords within CWS have been reviewed and updated
to use SHA256 which is a more modern and secure encryption practice.
The ConnXService.GetDeparments method has now been updated to include:
• Reports To Department
• Type
• Manager Code
• Manager Given Name
• Manager Preferred Name
• Manager Surname
For more information refer to the ConnX Web Service Interface Guide.
Updated the method ConnXService.GetEmployeeEmploymentDetail to include the Fixed
Term Contract fields listed below:
• Probation End Date
• Fixed Term Start Date
• Fixed Term End Date
• Fixed Term Reason
• Fixed Term Comments
Resolved an issue where the method ConnXService.InsertEmployee was not updating
the Country of Birth field correctly, now the field is displaying the data that was
contained in the xml.
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2.12 WHS
WHS Dashboard
WHS > Dashboard
The UI and controls on the WHS Dashboard page have been updated. New chart
functionality provides the ability to:
• Export charts as an image
• Export the data from charts
• Print the charts.
A new filter criterion has been added enabling a WHS Restricted Officer to view all
incidents within their restriction, not just the ones were they are the assigned Person
Responsible.
There is now a Person Responsible drop down list that has the following:
• All
When this option is selected the dashboard will display data for all incidents that
fall within the user’s restriction and other filter criteria.
• Mine
When this option is selected the dashboard will only display data for the incidents
that fall within the user’s own restriction and they are the assigned Person
Responsible.
• The list of employees is dynamically created based on the assigned person’s
responsible within the user’s restriction.
WHS Incidents
WHS > Incidents
Corrected an issue where the permissions for a Restricted WHS Officer was not always
being applied and they were able to see all incidents.
Reconfigured the grid export for CSV or Excel to no longer contains HTML tags.
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WHS Prefix Codes
WHS > Administration > Code Prefixes
Resolved an issue for users that were being redirected to the Welcome page when they
tried to access the Code Prefixes. This issue was occurring for users with the specific
access levels of Employee and WHS Administrator.
Manage WHS Incidents
My Team > My Team > Manager Incidents
The Unprocessed Incident modal has been updated to include Manager Reports when
viewing and printing unprocessed incidents. All unprocessed incidents are displayed as
read only records.
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2.13 Workflow Forms
Request to Recruit Employee
My Team > Workflow Forms > Request to Recruit Employee
Corrected an issue that displayed the Request to Recruit record on the grid multiple times
if the selected cost account had the same code linked to multiple payroll databases. Now
when selecting the cost account on the Request to Recruit Employee form, the Cost
Accounts are grouped by Payroll Database and only one cost account reference is saved
with the request.
Corrected an issue where uploaded files disappeared from the form when submitting if
the form had been saved in draft.
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2.14 Workforce Planning
Career Path
My Details > Planning > Career Path
Resolved an issue where Role Responsibilities where not displaying when editing the
Career Path position.
Licences and Visa details for the role are now visible when adding or editing a Career
Path.
3.0 PAYROLL INTEGRATION
3.1 Sage Micropay
A change has been made to ensure that the correct value for HELP/VSL/FS/SSL/TSL is
updated as part of the interface between ConnX and Sage MicroPay.
A change has been made to the import process to translate the field SFSS from the value
that is stored in the Sage MicrOpay payroll system into a value displayed by ConnX.
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3.2 HR3pay
Resolved an issue that cleared the Pay Frequency Group when importing if Pay Period
Cycles are configured in HR3pay. Now when importing the process maps the pay period
cycle to Pay Frequency Group.
A change has been made to ensure that the correct value for HELP/VSL/FS/SSL/TSL is
updated as part of the interface between ConnX and HR3pay.
A change has been made to the import process to translate the field SFSS from the value
that is stored in the HR3pay payroll system into the value displayed by ConnX.
3.3 All Other Payroll Interfaces
Added a new method to Browse for Files for import/export rather than having the
default configuration of setting up known folder directories on the web server. This new
capability to Browse for Files, rather than using Default Paths allows the HR Admin user
to not need direct access to the web server folder locations for file management.
The field length has been increased to the maximum allowable length for the following
fields in the Pay Advices Data File
Component Description
Body
CAD Additions (includes description and amount)
CDE Deductions (include description and amount
as negative)
CRB Reducing balance components (include
description)
CBP Back pay components (including description)
CTE Termination components (include
description)
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Component Description
CBK Banking Details (include bank, account and
amount)
CSU Superannuation Details (fund, amount, etc)
CLEA Annual Leave Entitlements (value including
units) (e.g. 8 days, 45.6 hours, etc.)
CLES Sick Leave Entitlements (value including
units)
CLEL Long Service Leave Entitlements (value
including units)
CLEO Other Leave Entitlements (include description
of component, value and units)
Comments
Corrected an issue where the mapping for personal email address was not being applied
when importing from the payroll system.
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APPENDIX A POLICIES & PROCEDURES
If your ConnX system is configured to use the internal Policies and Procedures area,
substantial changes have been made allowing more flexibility in operation.
Management of folder structure and file maintenance is much easier and your IT
department will not be needed when you want to rename a folder or remove a file.
A 1 PERMISSIONS TO ADD, EDIT AND DELETE
Folders Only Unrestricted System Administrators have permission to add, edit, move
and delete.
Files Permissions are dependent on your access level, the upload permission set
under Admin > Setup Tab > Settings > Uploads and also who uploaded/added
the original file. Please refer to the table below about which access level can
perform which action.
NOTE
As part of these general changes, a new setting has been added
to the Upload Permissions under Admin > Setup Tab > Settings >
Upload. Supervisors and Managers can now have separate
permissions (previously they shared the same settings).
If the upload settings are configured to use Store in Database, on page load a check is
performed to ensure a connection to the specified database can be established. If the
connection is not established, then the following message is displayed:
• For users with an Administrator access level:
▪ Connection to the external database for employee documents cannot be
established. Please check the configurations in Admin > Settings > Uploads.
• For users with Supervisor/ Manager/ HR/Payroll access level:
▪ Connection to the external database for employee documents cannot be
established. Contact your system administrator for assistance.
The following table outlines the abilities that each access level will have to add, edit, move
or delete and depend on granted upload permissions set under Admin > Setup Tab >
Settings > Upload.
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Employee Supervisor Manager HR Admin
Restricted
HR Admin
Unrestricted
Sys Admin
Restricted
Sys Admin
Unrestricted
View Yes Yes Yes Yes Yes Yes Yes
Upload
(Add)
No If Upload = Yes,
thenYes,
If Upload = Yes,
then
Yes,
If Upload = Yes,
then
Yes,
If Upload = Yes,
then
Yes,
If Upload = Yes,
then
Yes,
If Upload = Yes,
then
Yes,
Edit No If Upload = Yes,
then Yes,
if logged in user
uploaded the file
If Upload = Yes,
then Yes,
if logged in user
uploaded the file
If Upload = Yes,
then Yes,
if logged in user
uploaded the file
OR
Yes,
if user who
uploaded the file
sits within the
logged in users
restriction
If Upload = Yes,
then Yes.
If Upload = Yes,
then Yes,
if logged in user
uploaded the file
OR
Yes,
if user who
uploaded the file
sits within the
logged in users
restriction
If Upload = Yes,
then Yes.
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Employee Supervisor Manager HR Admin
Restricted
HR Admin
Unrestricted
Sys Admin
Restricted
Sys Admin
Unrestricted
Move No If Upload = Yes,
then Yes,
if logged in user
uploaded the file
If Upload = Yes,
then Yes,
if logged in user
uploaded the file
If Upload = Yes,
then Yes,
if logged in user
uploaded the file
OR
Yes,
if user who
uploaded the file
sits within the
logged in users
restriction
If Upload = Yes,
then Yes.
If Upload = Yes,
then Yes,
if logged in user
uploaded the file
OR
Yes,
if user who
uploaded the file
sits within the
logged in users
restriction
If Upload = Yes,
then Yes.
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Employee Supervisor Manager HR Admin
Restricted
HR Admin
Unrestricted
Sys Admin
Restricted
Sys Admin
Unrestricted
Delete No If Upload = Yes,
then Yes,
if logged in user
uploaded the file
If Upload = Yes,
then Yes,
if logged in user
uploaded the file.
If Upload = Yes,
then Yes,
if logged in user
uploaded the file
OR
Yes,
if user who
uploaded the file
sits within the
logged in users
restriction
If Upload = Yes,
then Yes.
If Upload = Yes,
then Yes,
if logged in user
uploaded the file
OR
Yes,
if user who
uploaded the file
sits within the
logged in users
restriction
If Upload = Yes,
then Yes.
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A 2 MANAGING THE FOLDER STRUCTURE
Navigate to: Company Info > Company Policies
A 2.1 Adding a Parent folder
Without selecting an existing folder, select Add.
A screen similar to the following will show.
Leave the Parent Folder as [Parent Node]
Type in the name of the New Folder.
Select OK.
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A 2.2 Adding a Child folder
Select an existing Parent folder then select Add.
A screen similar to the following will show.
Check that the Parent Folder is correct, or change it to suit.
Type in the name of the New Child Folder.
Select OK.
A 2.3 Renaming a folder
Select an existing folder then select Edit.
A screen similar to the following will show.
Change the name of the Folder.
Select OK.
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A 2.4 Moving a folder
Select an existing folder then select Move.
A screen similar to the following will show.
Check that correct folder is selected.
Choose the folder that you want to move the selected folder into.
Select OK.
A 2.5 Deleting a folder
Select an existing folder then select Delete.
A screen similar to the following will show, confirming that a delete will occur
including any sub-folders and all related files.
Select I understand the above warning.
Select OK.
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NOTE
Once you have deleted a folder (including any sub-folders and all
related files) there is no “undo” function.
A 3 MANAGING FILES
A 3.1 Adding a file
Select an existing folder on the left, then select Add in the Files section.
A screen similar to the following will show.
Browse for the file as you normally would.
Select the file and select Open
Select OK to upload it to ConnX.
The file should now show on the screen under the correct folder.
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A 3.2 Renaming a file
Select a file then select Edit.
A screen similar to the following will show.
Change the name of the file.
Select OK.
A 3.3 Moving a file
Select a file then select Move.
A screen similar to the following will show.
Check that correct file is selected.
Choose the folder that you want to move the selected file into.
Select OK.
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A 3.4 Deleting a file
Select a file then select Delete.
A screen similar to the following will show confirming that a delete will occur.
Select I understand the above warning.
Select OK.
NOTE
Once you have deleted a file there is no “undo” function.
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APPENDIX B FIXED TERM DETAILS
ConnX has the provision for recording the details of fixed term contracts that your
employees are employed on. These details are displayed on the Employment Details
screen.
There are two different ways to get access to the Employment Details screen:
An employee can access it via the My Details menu.
Managers/Supervisor/Administrators access it via My Team > My Team > List
Employees – Employment Details.
The fields are shown under the Employment heading.
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The grid on My Team > My Team > List Employees can also display these fields by
enabling the columns to display in the grid.
B 1 SETTING UP FIXED TERM DETAILS
B 1.1 Fixed Term Reasons
Before you can add a Fixed Term Reason, it must first be configured in ConnX so that the
information is available on the drop-down list.
To add items to the Fixed Term Reason drop-down list:
Log on as a user with HR Admin access or above.
Go to HR Admin > HR Admin Setup > List Items.
Select Fixed Term Reason from the List Type drop-down list at the top of the
screen and select Apply Filter.
Select Add. ConnX shows the following window.
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Complete each of the fields on the window. A description of each field is shown in
the following table.
Select Save.
Setting Description
List Type The List Type is Fixed Term Reason.
Code The reference code for the List Type item.
Display Text The text that is shown for the List Type item. This field is mandatory.
Active From The first date that the List Type item is available. This field is
mandatory for all List Items.
Active To The last date that the List Type item is available.
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Editing a Fixed Term Reason
To make changes to a Fixed Term Reason:
Go to HR Admin > HR Admin Set Up > List Items
Select Fixed Term Reason from the List Type drop down list
Select the row you want to make changes to and select Edit (alternately you can
double-click on the row you want to edit).
Make any necessary changes.
Select Save.
Deleting a Fixed Term Reason
You cannot delete a Fixed Term Reason.
When a Fixed Term Reason is no longer required, you can key a date into the Active To
field. The item will not be available on the drop-down list from the set date.
B 1.2 Display Settings
Fixed Term details must first be turned on in ConnX.
To do this, go to Admin > Setup Tab > Settings > Display, and select the My Details tab.
Under the Employment Details heading, set the Fixed Term Details setting to Show.
NOTE
The Fixed Term Details setting will only show if the Current Employment
setting is set to Show.
B 1.3 Permission Settings
Admin > Settings > Permission
The Permission Settings control whether a Supervisor or Manager can get access to the
information.
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Employees will always see the Fixed Term details as they are part of the employee’s
employment conditions because they are part of the employee’s employment conditions.
For Supervisors and Managers, Go to Admin > Setup Tab > Settings > Permission, the
Fixed Term details are included in the setting for Current Employment along with the
other fields in that area.
B 2 ADDING FIXED TERM DETAILS
B 2.1 As an Employee
Employees cannot add or change their own Fixed Term details.
B 2.2 As a Supervisor/Manager
Supervisors, Managers (and even HR Admins or Admins) can add or change Fixed Term
details for an existing employee by using the Request Employee Changes, either via
My Team > List Employees – select employee – Workflow Forms > Request
Employee Changes; or
My Team > List Employees – select employee – Personal > Employment Details –
select Edit on the Employment section heading.
Supervisors, Managers (and even HR Admins or Admins) can add Fixed Term details for
a new employee by using the Request to Create Employee Record.
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On the Request to Create Employee Record page, selecting Yes to Will this employee
be employed as fixed term/contract? will show the fixed term fields.
NOTE
To see the Fixed Term details on either the Request Employee Changes
or Request to Create Employee Record, these fields need to be made
visible to the appropriate access level via Admin > Settings > Page
Security.
B 2.3 As a HR Admin/Admin
HR Admin or Admins can also use the following:
• HR Admin > HR > Manage Employee Changes to change an existing employee
details
• HR Admin > HR > Manage New Employees to add details to a new employee
B 3 EXPIRY REMINDER NOTIFICATIONS
ConnX is configured to Send Fixed Term Expiry Reminders 14 days before a Fixed Term
contract is due to expire. This notification is sent to the Employee and the Manager of
the relevant employee.
108 of 108 Copyright © 2020 ConnX Pty Ltd
You have the option to make changes to the lead time (e.g., 30 days) of this process via
the Process Scheduler page.
Go to Admin > Setup Tab > Settings > Automated Process Scheduler.
Double-click Send Fixed Term Expiry Reminders. ConnX shows the following
window.
B 4 REPORTS
A new report has been created as follows:
ID 38 List of Employees on Fixed Term
List of employees who are currently on fixed term.