C o n n X V 5 . 2 S P 1 R e l e a s e N o t e s
Copyright © 2018 ConnX Pty Ltd 1 of 22
CONNX V5.2 SP1 RELEASE NOTES
JUNE 2018
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2 of 22 Copyright © 2018 ConnX Pty Ltd
Copyright © 2018 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
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TABLE OF CONTENTS
INTRODUCTION 4
DOCUMENT PURPOSE 4
AUDIENCE 4
BACKGROUND 4
COMPATIBILITY 4
CONNX SUPPORT 5
1.0 CONNX BASE ESP SYSTEM (ALL CLIENTS) 7
1.1 GENERAL 7
1.2 MY DETAILS 8
1.3 MY TEAM 9
1.4 HR ADMIN 10
1.5 ADMIN 12
2.0 CONNX MODULES 16
2.1 AWARD INTERPRETATION 16
2.2 BUSINESS INTELLIGENCE 16
2.3 CONNXCAREERS 17
2.4 LEARNING & EDUCATION 17
2.5 MOBILE 17
2.6 ONBOARD CENTRE 18
2.7 PERFORMANCE REVIEWS 18
2.8 RECRUITMENT 18
2.9 REPORTS MANAGER 20
2.10 ROLE POSITIONS SKILLS 20
2.11 TIMESHEETS 20
2.12 WHS 20
2.13 WORKFLOW FORMS 22
2.14 WORKFORCE PLANNING 22
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INTRODUCTION
Document Purpose
This document outlines the new features and changes in ConnX V5.2 SP1.
Audience
This document is intended for existing clients with ConnX V5.2.
Background
This release includes changes made since ConnX Version 5.2.02930 (20180312). Please
refer to the Release Notes provided with that release for a complete list of changes.
Download the ConnX V5.2 Release Notes
Compatibility
Please refer to the technical specifications document for more information.
Download the ConnX Technical Specifications
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ConnX Support
Please contact your ConnX Support Representative 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 (ALL CLIENTS)
1.1 General
1.1.1 Email Address Field Validation
Email address fields are now validated to only allow a proper email address format to be
entered on the following pages e.g. [email protected] :
My Details > Personal Details;
My Team > Workflow Forms > Request to Create Employee Record;
HR Admin > Manage New Employees; and
HR Admin > Manage Employee Changes.
1.1.2 Login
The ‘Accounts are deactivated after number of days from last login’ setting under Admin
> Settings > Password Security, now works as expected. If a user’s account has been
disabled due to inactivity, they can now login immediately after their account is
reactivated.
1.1.3 Departments Filter
We've updated the Department filter on all pages so that the dropdown list is consistent.
1.1.4 Prompt to Apply Filter
Due to the larger volume of data, some pages now prompt you to set the filter criteria
when you open the page to avoid unnecessary wait times. These pages include:
My Team > Work Schedule
My Team > Leave Forecast
Admin > Leave > Bulk Set Leave Entitlement Dates
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1.2 My Details
1.2.1 Work Schedule
My Details > Work Schedule
For any part-day leave application showing on the work schedule, you can now see the
associated leave colour.
My Team > Work Schedule
For any part-day leave application showing on the work schedule, you can now see the
associated leave colour.
1.2.2 Employee Notes
My Details > Employee Notes
Employees can only make changes to the Employee Notes that they create for
themselves, and not the notes that are created by other users.
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1.2.3 Emergency Contacts
My Details > Emergency Contacts
Fixed an error that occurred when some users would try to add an emergency contact
into the grid filters and then select the Add button.
1.2.4 Workflow Approval Inbox
My Details > Messages and Approval > Workflow Approval Inbox
For approvers wanting to manually perform an annual leave projection on the approval
page, the default annual leave projection date is now automatically set to the last date
of any future leave for the employee, instead of the last day of the current leave
application.
When using goal agreement, through the Performance Review module, and an employee
denies one of their own goals, they no longer receive a notification saying the goal has
been denied.
1.2.5 Payment Summary
My Details > Pay Details > Payment Summaries
If ConnX holds a PDF Payment Summary and the document cannot be decrypted and
displayed, ConnX now shows a message stating the document cannot be displayed.
ConnX will no longer revert to displaying a HTML version of the Payment Summary.
1.3 My Team
1.3.1 Employee Notes
My Team > List Employees > Employee Notes
Corrected an issue so that managers can see Employee Notes for their direct reports
where the employee note was created by another user.
1.3.2 Documents
My Team > List Employee > Personal > Documents
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You can now properly scroll the grid or use the paging options when you have more
than 100 documents in the grid.
1.3.3 Work Schedule
My Team > Work Schedule
When printing the Work Schedule, the legend now correctly appears above the grid.
Resolved a display issue when editing an employee’s shift where the
Leave Override Factor was shown as Leave Override Hours.
If a work pattern contains start and finish times, those times are now always shown in the
Work Pattern window.
1.3.4 Trigger Task Set
My Team > Workflow Tasks > Trigger Task Set
Only the tasks that are relevant for the specific employee are shown on the grid when
the employee is selected in the filter. That is, if you have departmental tasks or positional
tasks that are not relevant, then they will not show for the selected employee.
1.4 HR Admin
1.4.1 Transaction Export
HR Admin > Perform Export
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The number of employees’ transactions to be exported is shown clearly on the screen.
For clients with Timecards/Award Interpretation, the process of opening the Export
Transactions page and creating the export file has been sped up.
ConnX will show the success message once the transaction export process has complete.
1.4.2 Work Pattern Groups
HR Admin > Work Patterns
When adding a work pattern with start and finish times to a work pattern group (or re-
ordering work patterns within a work pattern group) and the starting day of the work
pattern is not a Monday, the system validation which joins the work patterns was
generating an overlap error. This has now been corrected to operate as expected.
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1.4.3 Generic Payroll Import
When using the Generic Payroll Import for your pay advices, you can now use
punctuation within values (e.g., amounts of pay can be $2,340.00) as long as you use
double quotation marks around that value in the import csv file.
1.4.4 New Starter
HR Admin > Manage New Employees
If your system is configured to generate temporary passwords when activating user
accounts, and you select the Activate Account checkbox when Submitting a Manage New
Employee form, the new employee MUST have a unique email address. The user account
will NOT be activated if the employee’s email account is found on another employee’s
record in your system.
1.5 Admin
1.5.1 User Accounts
Admin > User Accounts
Several user interface changes have been made to the buttons on this screen, including:
Moving the Activate Accounts button to the top of the screen
Only showing Active, Deactivate and Reset Password buttons for relevant users
(ie don’t show the Deactivate button if the user account is currently deactivated).
The Update Users button has been renamed as Save
Success, Waring and Error messages have been updated to be more meaningful
If your setting to generate a temporary password is Yes, when Activating Accounts or
resetting passwords, the action will not be carried out if the user’s email address is not
unique. A list of accounts that share the same email address is now displayed on the
page.
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Fields relating to the Item Register Administrator now remain visible when updating a
user. Previously, they would be incorrectly hidden in some cases until the screen was
refreshed.
1.5.2 Bulk User Account Activation
Admin > User Accounts - Activate
Several user interface changes have been made to this screen, including:
Providing a numbered guide to the process of events
Changing the layout of the email template area to be more effective
Updating the Success, Waring and Error messages to be more meaningful
When Activating Accounts, a user account will not be activated if
they do not an email account; or
the employees’ email account is also found on another employee’s record.
In these situations, you will see a message advising which accounts where not activated
and a list of account names which share the same email address.
1.5.3 Payroll Databases
Admin > Payroll Databases
The following fields have been extended to 255 characters so you can add longer file
paths as necessary:
Export File for Transaction;
Export File for Employees;
Import File for Transactions; and
Import File for Pay Advices.
If you are using the Generic Import Interface, then you will now only have one setting for
Pay Advices relating to the header background colour, other settings relating to pay
advices for Generic Import didn’t take effect and have been removed.
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1.5.4 Email Settings
Admin > Settings > Email
ConnX now always uses the System Messages From email address to send the email.
This is to correct an issue when using SMTP Authentication which prevented some system
messages from being sent because it was trying to send from the employee’s email
account which was not the authenticated account set up in the system.
SMTP Authentication is now available for emails that are sent through the Recruitment
module.
1.5.5 Export Interfaces
Admin > Settings > Interfaces - Export
If an export interface process fails for some reason, it no longer immediately attempts
to export again. Instead it waits until the next scheduled time to perform the export.
1.5.6 Upload Settings
Admin > Settings > Uploads
If using the Store in Database method for Employee Documents (this is the
recommended setting), the SQL Password is now masked for privacy.
1.5.7 Process Scheduler
Admin > Settings > Automated Process Scheduler
If you change the configuration of an automated process from Daily to Recurring, it now
starts immediately after the change.
1.5.8 User Defined Fields
Admin > Settings > User Defined Fields
Setting an Active To date for user defined fields on Employee Additional Information
is now working as expected and hiding the field after that date.
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When using a User Defined Field on a page throughout ConnX, the on screen validation
messages have been updated to provide more detailed information to the user. For
example, if the user defined field is a numeric field, it will tell the user if they attempt to
enter text (not numbers) into the field.
1.5.9 Error Log
The ConnX Version has been added to the grid to assist checking repeatability of errors
after upgrades.
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2.0 CONNX MODULES
2.1 Award Interpretation
Clockings manually entered on the timecard or imported via csv file are processed
through the award engine much more quickly.
Resolved an error that occurred when a max period rule was triggered at exactly the
same time as a leave application commenced.
2.1.1 Timecard Entry
Timesheets > Timecard Entry
Further speed improvements have been made, including:
The page now loads more quickly.
It is now faster to edit, save, and delete clockings.
Timecards are now submitted for approval more quickly.
The Process All Clockings button has been removed so that Employees are not tempted
to use it and put an extra load on the system. Process Clocking can still be selected for
an individual employee on the timecard.
2.2 Business Intelligence
2.2.1 BI Users
Reports > Report Users
The BI Users license details are now refreshed immediately when a new BI user is added
or removed.
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2.3 ConnXCareers
2.3.1 Styling of Buttons
The font size can now be customised via CSS for all buttons and other parts of
ConnXCareers.
2.4 Learning & Education
2.4.1 Scheduling Facilitators
Facilitators can now be assigned to more than one session on the same day as long as
those sessions do not overlap.
2.4.2 Notifications
Updated the course confirmation message to employees to include the updated menu
navigation in ConnX.
2.5 Mobile
2.5.1 Personal Details
Corrected a display issue when tapping on a phone number, you will now always open
the phone dialler.
2.5.2 Leave Applications
ConnX Mobile now forces the user to select a relationship when they submit an
application for a leave reason where this information is mandatory.
2.5.3 Policies and Procedures
The custom name entered for "Policies and Procedures" now displays on ConnX Mobile.
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2.6 Onboard Centre
No substantial changes have been made to this module.
2.7 Performance Reviews
2.7.1 Goal Scoring
Performance > Current Reviews
When reviewing goals as part of your performance review, and you have configured
ConnX to use both goal answers and goal score, the goal score is now mandatory if the
goal answer is mandatory. Previously, the goal score was not following the same rules as
the goal answer field.
2.8 Recruitment
2.8.1 Applications
Recruitment > Applications
Applicant Checklist items can now be marked as complete on the Applicant page.
Made a change so that users can download and open email message files that are
attached to an application.
2.8.2 Vacancies
Recruitment > Vacancies
The Advertising & Agency budget values are now updated after any changes are made
to these details.
When creating a new vacancy and you are prompted to retrieve the Role and Position
details, the Responsibilities are now correctly importing from the selected Role.
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The Generate Code button in the Agency section of the Advertising and Agency tab
remains visible when you are adding one or more Agencies for a vacancy.
The SEEK Salary Ranges pop-up now shows a message that states the “Salary range is
only span a maximum of 2 bands”.
The Advertising Date on the Details tab, Advertising & Agencies tab and the Noticboard
sections are now intuitive. The date entered on the Details tab will flow through to the
Advertising & Agencies and Noticboard pages on initial setup. The Advertising Date on
the Details tab will be updated to the earliest advertised date entered on these other
pages if it is amended.
2.8.3 Vacancy Offer
Recruitment > Vacancies > Vacancy Offer
Resolved a display issue where the grid was not shown clearly in the Firefox browser.
2.8.4 Media
Recruitment > Media
Recruitment Administrators can now edit and/or delete previously added SEEK API
Template Item Names.
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2.9 Reports Manager
2.9.1 Reports Administration
Reports > Report Administration
For the Learning & Education Module, the Educator checkbox in the Setup security
section now works as expected to display all records in the report that the Educator can
see via the ConnX pages.
2.10 Role Positions Skills
2.10.1 Roles
Company Info > Roles & Positions > Roles
On the Role Details page, only users with access to the Recruitment module can now
see the Score, Roadblock, Indicator, and Use for Screening fields.
After reinstating an abolished role, the abolished date is now removed.
2.11 Timesheets
No substantial changes have been made to this module.
2.12 WHS
2.12.1 WHS and ConnX Mobile
An email notification is now triggered when submitting a WHS incident via ConnX Mobile.
This now works consistently with submitting via the desktop.
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Fixed an error that occurred when a WHS incident was rejected if that incident was
created in ConnX Mobile.
Changed the WH&S Report Incident location selectors so that they are easier to see and
select on a mobile device.
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2.12.2 Lessons Learnt
WHS > Lessons Learnt
Corrected the Location filter so that it can be applied to Lessons Learnt.
2.13 Workflow Forms
2.13.1 Submit Confirmation Message
My Team > Workflow Forms
Made a change so that the mandatory field alerts are shown before any customised
Submit Confirmation Message.
2.13.2 Distribution Notifications/Emails
My Details > Messages and Approvals > Message Inbox
Updated the subject line for all notifications so that it more clearly shows when what
action is required. Eg. a request has been submitted, changed, approved, denied, or
when the request has been withdrawn.
2.14 Workforce Planning
No substantial changes have been made to this module.