Help SiteRelease NotesRelease Notes by Period: New and Improved Features4th May to 17 June 2024Personnel - Positions/Edit Position Supervisor/Position History/Validate Date of Birth/Contract ID/Historical Jobs/Last Pno by Company/Vacant Positions

Personnel - Positions/Edit Position Supervisor/Position History/Validate Date of Birth/Contract ID/Historical Jobs/Last Pno by Company/Vacant Positions

The following updates/new features were added to:

  1. Positions.
  2. Edit Position Supervisor.
  3. Position History.
  4. Validate Date of Birth.
  5. Contract ID.
  6. Historical Jobs.
  7. Last Pno by Company.
  8. Vacant Positions.

1. Positions

Client Code will only be displayed on the Positions screen if it exists in the client’s application programming interface (API) mapping.

Personnel>>Positions>>All Positions (Filled and Vacant)

Personnel>>Positions>>Vacant Positions

2. Edit Position Supervisor

Validation and error messages were added to the Edit Position Supervisor screen.

Personnel>>Positions>>All Positions (Filled and Vacant)>>[Edit Position Supervisor]

3. Position History

The Change to Position No. lookup displays only vacant positions for the selected company.

Personnel>>Transactions>>Position History

4. Validate Date of Birth

The ability to validate dates of birth to ensure compliance with legal age requirements was added.  The default legal age is 18.

System Configurations>>Feature Management>>Validate Date of Birth

Personnel>>Employees>>[search for employee]>>Personal Information

5. Contract ID

The Auto Generate Contract Id Configuration feature was added to enable the automatic generation of the Contract Id once the record is saved.

System Configurations>>Feature Management>>Auto Generate Contract ID Configuration

Personnel>>Personnel>>Employees>>[search for employee]>>Contract

6. Historical Jobs

Audit and Download/Upload functionality was added.

Personnel>>Personnel>>Employees>>[search for employee]>>Toggle Additional Details>>Historical Jobs

7. Last Pno by Company

A new screen, Last Pno By Company, was added as a check that the position numbers are generating successfully by company.  The screen works in conjunction with System Interface Codes and the Last/Next Pno By Company in Feature Management.

Personnel>>Positions>>Last Pno By Company

Personnel>>Positions>>All Positions (Filled and Vacant)>>[New Position]

System Configurations>>Company Parameters>>System Constants>>System Interface Codes

System Configurations>>Feature Management>>Last/Next Pno By Company

8. Vacant Positions

A button, Update Multiple Positions, was added to enable multiple fields to be updated at one time.

Step 1:  Flag Positions

Flag the Positions you wish to update.

Personnel>>Positions>>Vacant Positions

Step 2:  Update Multiple Positions

Click the Update Multiple Positions button.  Select the fields you wish to update.  Flag Override as Yes.  Click the Update positions button.  An Updates completed message will be displayed.

Personnel>>Positions>>Vacant Positions

Step 3:  Approve Positions

The screen will be refreshed to display the changes.  Click the Approve Position button next to the record you wish to approve.  The Approve Position/Unapprove Position button be displayed accordingly.

Personnel>>Positions>>Vacant Positions

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