Release Notes - HRManager 6 - Version 6.00.04 - SEP 2023

New Features

[10128] Extend Calculated Pay-type Formula-Based Calculations - New custom function GetPayGroupAmt added in Calculate Engine. This new function can be used to get amounts for a group of Payroll Categories including Income, Hourly, Deduction and ER Contributions.
[9820] Employee > Profile > Days-Off Entitlement - Add Sick Carry Forward as a separate new field.
[10029] PAYROLL > STEP 2: Payroll Import Hours - Step 2 > Add Support for (Optional) Date and External Time-Entry ID information and import into Attendance Log for Tracking the same.

Improvements

[8998] Employee Self-service/Days-Off Request/Leave Request: Hide Contact detail field while applying a leave request for 'Vacation Pay-Out' type.
[10120] PAYROLL > STEP 6 : Reports > Bank Deposit: Update Scotia Bank file extension to '.ach'.
[10090] PAYROLL > STEP 6 : Reports > Bank Deposit : New Export Type Added - RBC - Generic Bahamas ACH export.
[10063] REPORTS > Payroll Summary > Custom Payroll Report - Improvements in Earning Summary Tabular Report with Payroll Category filter.
[10074] Retro-Pay/Back-Pay Logic Improvement - Add Support for Hourly Earnings for Salaried employees and Multiple Rate-change Use-cases.
[10057] SETTINGS > Attendance > Absent Reasons/Hourly Categories : Add Option to Activate/De-Activate Absent Reasons.

Bug-Fixes

[10103] PAYROLL > STEP 6 : Reports > Bank Deposit: Scotia Bank : Issues with ACH file with 1, 5 and 8 Record Types.
[10050] EMPLOYEE > Deactivate An Employee: Employee Account Locked immediately when made Leaver even if the last working day is in future.
[10119] EMPLOYEE > Profile > Attendance: Success message repeats on saving attendance record when date range is greater than one day.
[10067] PAYROLL > STEP 3 : Calculate Pay - Off-Cycle Pay-Period calculated Employer contribution was not calculating if added in associated Pay-Group.
[10117] PAYROLL > STEP 3 : Calculate Pay: Min Wage Calculated Amount not getting saved when the Save All button is used.
[10126] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Calculator : Generate - Only one Semi-Monthly employee details are getting populated.
[10127] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Filing (Form PR1) - Section L figures are not falling in correct bands.
[10122] PAYROLL > STEP 6 : Reports > Pension Contribution : Employee Filter not getting applied in Pension Export.
[10104] SETTINGS > Company > Jurisdictions (Add/Edit) - Default Payroll Currency is showing all currencies on selecting Local Currency.
[10134] SETTINGS > Payroll > Pay Periods: Improved Validation - Trim/Remove Spaces Pay-Period Description while saving to avoid issues with grouping in certian reporting.

Release Notes - HRManager 6 - Version 6.00.03 - JULY 2023

New Features

[9903] Additional Off-Cycle/One-off Processing Functionality - SETTINGS > Payroll > Pay Periods : Add Off-Cycle checkbox to process off-cycles Payroll based on Pay-Groups, which would automatically zero out Payroll Categories not included in the selected pay-group for the pay-period. Previously, such categories not relevant in the off-cycle processing needed to be manually updated to zero. Note, the categories if not assigned will still need to be assigned to the employee either manually or via Step 1/2 CSV import.
[9977] EMPLOYEE > Payroll > Deduction/ Employer Contribution - Add new Limit Calculator Function with tracking of old and new Limits under Payroll Comments
[8412] HRM Installer Improvements - Support to update Multiple Instances of HRM
[9946] Jurisdiction - Bermuda - Add Support for Minimum Wage Auto-Deficit Calculation Requirements. Can be applicable to other jurisdictions as long as the requirements are similar.
[9846] Jurisdiction - Honduras - Add Support for New Bank Direct Deposit ACH Format - Banco Atlantida - Honduras
[9902] New Field Added - Pay-Group under SETTINGS > Payroll > Pay-Group - This can be used to create a set of various Payroll Categories for Hourly Categories/Income/Deduction/ER Contribution which can be used to assign the categories to employees in bulk during the EE creation process. This is also used for the Off-cycle payments to identify the allowed categories for the off-cycle pay-periods.
[9986] Paystub Layout Settings - Add Option to Hide Rate Column
[9984] REPORTS > Payroll Summary > Custom Payroll Report - Add Payroll Category Filter in Earnings Summary Tabular Report
[9634] REPORTS > Payroll Summary > Custom Payroll Report - Bermuda Tax Detail Report - Show Supporting Details for the Tax Calculation for easy Verification
[9949] SETTINGS > Payroll > Income Categories : Add Calculated option for Income Categories to support Formula-based Calculations

Improvements

[9989] Append 'Employee Code' to Employee Names in Time-Manager related Drop-down selection lists
[9954] EMPLOYEE > Deactivate An Employee: Add Support for Re-activating Leavers without having to 'De-activate' first
[9926] EMPLOYEE > Payroll > Bank Accounts : Show Employee's bank Account Number in the employee bank listing page (grid)
[9924] EMPLOYEE > Profile > Documents : Add Confirmation on Delete
[9925] Employee De-activate - Review UI and Functionality of Delete Assigned Payroll Categories checkbox - Update Help Text and Tool-tip
[9929] HOME > Reminders - Add Option to Clear Old Reminders in Bulk
[9997] Jurisdiction - Bermuda - Payroll Tax Reporting - Update Quarterly PR1 Report Template for Tax-Year 2023-24
[9968] PAYROLL > STEP 6 : Reports > Bank Deposit : Report Layout adjustment to avoid Truncate and Wrapping issue for lengthy content/text
[10034] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Filing (Form PR1): PR1 Generation - Performance Improvement
[9967] REPORTS > Payroll Summary > Payroll Exceptions/Details Comparison: Variance Report - Add Sub-Totals for all different Sections
[9875] Retro-Pay Calculation Logic Improvements - Include Hourly Wages for Salaried Employees and actual Payments received.
[9920] SETTINGS > Payroll > Company Bank Accounts - Add Support for Including Different Currency Types for Employer (Payer) and Employee (Payee) bank accounts within the same Electronic File (Previously the currencies were forced to match - the validation has been made optional for specific scnearios, where banks allow such mixing currencies for e.g. Bermuda where the exchange for BMD:USD is 1:1. It is not recommended to bypass this validation by default as most banks require the payee and payer bank account currencies to match within the same Direct Deposit Electronic File ).
[10007] SETTINGS > Payroll > Job Code : Job Code 'None' should be made as non-editable
[10026] SETTINGS > Payroll > Tax Settings: The JSON request was too large to be deserialized - extend size to accommodate tax configurations with large number of Payroll Categories.
[9976] SETTINGS > Security > User Management : Hide ""Enable Two-factor Authentication (Role)"" section for Login provider Type other than Built-in - the assumption is the 2FA is handled by the external authentication provider and avoid duplication of the same.

Bug-Fixes

[9988] EMPLOYEE > Add a New Employee - 'Vacation Request Approver Information' mandatory validation not working
[9963] OpenID Authentication - When using AzureAD Open ID Login after authentication Re-directing to incorrect URL of Home Page
[9953] PAYROLL > STEP 4 : Review - Bank Deposit Report : Export to PDF throwing an error
[9923] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Calculator : Hard coded Pay Periods for Weekly & Bi-Weekly - Change to Dynamic to get correct dates based on the start date.
[9942] PAYROLL > STEP 6 : Reports > Paystubs / Cheques - Payroll Net Pay, incorrect YTD totals shown when multiple employees are selected
[9945] PAYROLL > STEP 6 : Reports > Paystubs / Cheques: Not all Payroll comment fields are hidden when 'Show Payroll Comments' flag is OFF in Pay Cheque report
[9975] REPORTS > Payroll Summary > Custom Payroll Report - Earning tabular report showing duplicated hours when payroll category combination when cost-center is changing between two hourly category assignments.
[9935] REPORTS > Payroll Summary > Payroll Category: Category Type dropdown list not Automatically Refreshing
[10006] SETTINGS > General > Cessation of Employment Reasons: Data not getting refreshed - Cache issue
[10008] SETTINGS > Payroll > Hourly Wage Categories : Allow Override In Employee Setup field not getting saved in Edit
[10027] SETTINGS > Payroll > Tax Settings: Unable to add Hourly Category under Employee Taxable Hourly Wage Categories Section

Release Notes - HRManager 5 - Version 5.15.01 - APRIL 2023

New Features

[9627] PAYROLL > STEP 3 : Calculate Pay - Add ability to Undo individual payroll categories without having to Undo All manually updated values.
[9628] PAYROLL > STEP 4 : Review - Add Bank Deposit report at the Review stage level so the same can be accessed before Finalizing the payroll.
[9633] Employee > Add new Employee > New Employee Import - Remove database connection string dependency - No need to Sync the Excel Bulk Update Sheets as the lookup values are populated at the time of downloading the sheet.
[9731] REPORTS > Employee Profile > Attendance Summary - Provision to export attendance log details in bulk for multiple employees with information including Attendance record and Pay-period information if/when it was processed.
[9735] SETTINGS > Attendance > Absent Reasons/Hourly Categories - Allow special Sick log code 'S' to be assigned to multiple Absent Reasons - This will allow multiple absent reasons to count towards the Sick leave entitlement quota and allows to have multiple Sick Types as opposed to one.
[9796] Payroll Categories - Calculation Engine Enhancement - New Custom Function GetPaidHours to get the number of paid hours to be used where calculations depend on the number of hours worked.

Improvements

[9506] PAYROLL > STEP 6 : Reports > Paystubs / Cheques - Scheduled Paystub E-Mail Enhancements - Add ability to view details of scheduled jobs, Add Refresh button, New Status (Completed with Errors), Status-based Colouring (Default, Blue, Green, Red/Warning) for easy identification.
[9626] REPORTS (various employee reports) - Add Employee Code field before Employee Name - PAYROLL > STEP 6 : Reports > Bank Deposit , PAYROLL > STEP 6 : Reports > Pension Contribution, PAYROLL > STEP 6 : Reports > Health Insurance Contribution, REPORTS > Employee Profile > Employee Listing – All reports under this section.
[9629] PAYROLL > STEP 3 : Calculate Pay - Show Payroll category list order by Calculation Type (Fixed, Variable, Calculated, % etc.) and then by Category Name.
[9640] SETTINGS > General > Job Titles - Add Export to CSV
[9641] SETTINGS > General >Employment Status - Add new lookup so the same can now be user-managed as opposed to being hard-coded.
[9651] REPORTS > Payroll Summary > General Ledger Details - Debit/Credit Split Summary (Employee) append Category Name to Entry Type
[9652] REPORTS > Payroll Summary > General Ledger Details - Accrued Wages show Company Code against A/c Payable - Wages entry type
[9700] EMPLOYEE > Profile > Documents - Allow .msg type document upload for Employee document
[9758] Leave Request - Time-off Validation - Show more precise information in the Validation Message - For e.g. in cases of a duplicate time-off request - the error message will contain helpful information to resolve the conflict.
[9776] REPORTS Misc. Improvements: Various minor changes to include additional information like Employee Code, Division, Department, Cost Center and improvements in selected reports:- 1. Employee Leave report - add employee Code , Division and Department from Employee table 2. Vacation/Sick Entitlement History - add employee Code, Division and Department from Employee Table 3. Vacation and Sick Entitlement Summary - add employee Code, Division and Department from Employee Table 4. Payroll earnings summary – Add Emp Code and Cost Center 5. Payroll summary/Tabular - Add Emp Code and Cost Center 6. Net Pay Summary/Tabular - Add Emp Code and Cost Center 7. Employee Profile Summary - Add Emp Code , Sub Department and Cost Center 8. Variance Report - Add Emp Code and Cost Center 9. Employer Contributions Summary - Add Emp Code and Cost Center 10. Deduction Summary - Add Emp Code and Cost Center 11. Attendance detail report – Add Emp Code and Cost Center 12. Hourly Summary Report - Export to CSV showing Category Names with improved formatting.
[9810] Sort Payroll-Period dropdown values by Pay-Frequency, Period End Date Year Desc, Period End Date Desc, Period Start Date Desc, Payroll-Period Description
[9830] HRM Installer Improvements - Added configurable Base Application URL parameter for nightly jobs to avoid manual configuration, Added Default jusrisdiction to be used when deploying in jurisdictions which do not have jurisdiction specific default configuration available etc.
[9831] Pension Export Templates -SilverThatch Pension Export - Support for New 2023 Format added.
[9840] Employee > Profile > Immigration - Reference Number field to allow 50 characters
[9888] Make Application 64-bit by Default - this is expected to improve general performance by improving memory utilization.

Bug Fixes

[9624] EMPLOYEE > Profile > Days-Off Entitlement - Change of plan causing crash when employee Hire Date is future date
[9648] PAYROLL > STEP 4 : Review - View Report applying filter again on already filtered employees and showing report
[9655] EMPLOYEE > Profile > Attendance : Attendance Rounding Issue - when Splitting Requested Date Range and hours requested is getting split for overtime requests
[9683] SETTINGS > Immigration > Immigration Category - Issue with Work Permit required radio buttons Yes / No options
[9684] EMPLOYEE > Profile > Attendance - Attendance Hours Summary export showing Days instead of Hours
[9686] EMPLOYEE > Profile > Security - Unable to save security info of employee, created with role not Allow Login to another role
[9706] EMPLOYEE > Profile > Scheduled Leave/Overtime/Hours - Standby/Overtime request checking allowed days when applying from Schedule leave and Leave Request
[9710] EMPLOYEE > Profile > Attendance & Scheduled Leave : Issue with the SICK Leave hours rounding issue
[9712] REPORTS > Employee Payroll Settings > Employee Payroll Summary - Correct the typing mistake
[9719] EMPLOYEE > Profile > Attendance : Vacation In Lieu request not getting linked with payperiod when schedule leave gets converted from schedule leave page and nightly job
[9734] PAYROLL > STEP 4 : Review - Earning summary report including hours of the suppressed hourly category(amount is 0 ) in TOTAL
[9740] EMPLOYEE > Employee Electronic Documents - W3 - Work Permit Renewal (Grand Cayman) Form wrong Personal E-Mail Address value
[9748] SETTINGS > Attendance > Entitlement Plans & Policies - Displaying combined Non-Working days under each jurisdiction to choose
[9760] PAYROLL > STEP 2 : Hours Import - Pull all un-paid attendance hours irrespective of Attendance Year Start Date
[9767] HRManager Automated Task - Daily Job Client is adding duplicate entries in Attendance Log
[9777] SETTINGS > Attendance > Entitlement Settings - Displays duplicate Log Codes
[9790] EMPLOYEE > Profile > Attendance - Page crashes on click of export when specific Absent Reason/Hourly Category set back to Select
[9792] PAYROLL > STEP 6: Reports > Paystubs / Cheques: Custom Report crashing due to Custom Report Path case sensitive comparison
[9798] EMPLOYEE > Profile > Attendance: Add/Edit (via Calendar) - Vacation Request crashes with SqlDateTime overflow error on Save
[9812] SETTINGS > Payroll > Pay Period: Add/Edit - Invalid validation message for proper date range.
[9826] PAYROLL > STEP 6 : Reports > Paystubs / Cheques - CompanyName prompt is displaying before generating report
[9832] EMPLOYEE > Add new Employee Wizard: Remove asterisks mark from Health Insurance Provider text
[9833] Settings > Payroll > Pension & Health : Incorrect validation on the Amount text box for Show warning message if mandatory pension contributions exceed $- should allow large amounts
[9850] SETTINGS > Security > User Management : Password related fields are not visible on selecting Built-In Login Provider until user clicks Save
[9851] REPORTS > Employee Profile > Attendance Summary : Selecting all absent reasons from large list of Absent Reasons causing report crash.
[9867] PAYROLL > STEP 6 : Reports > NIB Report - Generate XLS giving error Cannot access a closed file
[9870] PAYROLL > STEP 6 : Reports > Bank Deposit : Employee Name and Bank Name getting truncated
[9912] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Filing (Form PR1) : On Edit Filing Entity is not set correctly when filing by Tax Number

Release Notes - HRManager 5 - Version 5.14.01 - OCTOBER 2022

New Features

[9478] Finance / GL Reporting - Add Support for Placeholders to Determine GL Code Based on Employee Pay-Frequency

Improvements

[9477] REPORTS > Payroll Summary > General Ledger Details : Vacation Taken/Payment In-Lieu Report Report Customization - Updates to existing report
[9476] REPORTS > Payroll Summary > General Ledger Details : Accrued Wage Report Customization - Updates to existing report
[9565] Login/Authentication Provider - Open ID Connect - Add additional Validation and Scope for HRM User ID Verification
[9498] Third-party Integration - API - Make 'VacationHoursRemaining optional in DeactivateEmployee API method
[9506] PAYROLL > STEP 6 : Reports > Paystubs / Cheques - Scheduled Paystub E-Mail Enhancements - Easier to track Scheduled Email Status
[9513] REPORTS > Payroll Summary > General Ledger Details - Show All Employees including Inactive by Default for Easier Selection
[9425] PAYROLL > STEP 6 : Reports > Paystubs / Cheques - Performance Optimization - Scheduled Paystub E-Mail job failing with Load report failed. The maximum report processing jobs limit configured by your system administrator has been reached.
[9385] REPORTS > Payroll Summary > Custom Payroll Report: Earnings Summary - Tabular - Performance optimization
[9497] REPORTS > Payroll Summary > Payroll Exceptions/Details Comparison : Code refactor for Performance optimization
[5926] SETTINGS > Payroll > Tax Adjustment - Unable to delete Tax Adjustment Entry - Improve Validation
[5929] SETTINGS > Payroll > Tax Adjustment - Unable to enter Negative numbers

Bug Fixes

[9444] API - Returned Status Code Discrepancy 204 in CheckEmployeeExists API call when employee exists and Status is In-active
[9514] EMPLOYEE > Deactivate An Employee: Untaken Vacation amount & Severance amount not getting converted in to payroll category currency while assigning
[9467] EMPLOYEE > Profile > Days-Off Entitlement - Change of plan not picking correct Days Off Policy as per Employment Years
[9483] EMPLOYEE > Profile > Reminders : Completed Date showing 1-Jan-1900 when Completed Date is not yet set
[9419] EMPLOYEE > Profile > Scheduled Leave/Overtime/Hours - Date format tooltip correction for from date & to date fields
[9457] Login - Not receiving Login Security Code for users with Two Factor authentication enabled
[9276] Login - Additional validation for user security role when using OpenID when username is duplicated
[9456] Nightly Job: Schedule Leave Request Reminder going in an infinite loop when work email is not set
[9509] Scheduled Paystub Emails - Non-completion of Scheduled Job before the next trigger of Scheduled Time causes Users to receive duplicate Paystub Emails
[9409] PAYROLL > STEP 1 : Payroll Import - Unable to update Job Title showing invalid reason of Job Serial Number
[9564] PAYROLL > STEP 2 : Hours Import (Advance) - On importing hours when employee having duplicate hourly category having same default combination assigned then throwing error message
[9370] PAYROLL > STEP 3 : Calculate Pay - Unable to enter 4 digit decimal number under Hourly category section
[9553] PAYROLL > STEP 3: Calculate - Total employer pension contributions including Voluntary type also included to check the total exceeded the Maximum annual Employer Contributions amount limit
[9554] PAYROLL > STEP 4 : Review - Bermuda Tax Calculator - Weekly Tax Calculator is not reporting employees whose start date is falling on last day of the pay period
[9434] PAYROLL > STEP 4: Review - BM Tax Calculator Report not picking up one-off taxable payment where the payment was done in a different pay-period in the same month
[9548] Retro-pay/Backpay calculation not considering Multiplier and Job Code based category with UseEEHourlyRate selected to calculate based on new rate
[9378] SETTINGS > Company > Company - Validation - Able to input unlimited number of characters into fields
[9458] SETTINGS > Payroll > Income Categories : Error Saving New Income Category without Setting Currency
[9361] SETTINGS > Payroll > Pay Periods - Unable to delete All unused pay-periods
[9371] SETTINGS > Payroll > Pension & Health - unable to save Health/Medical Insurance Settings details, if Pension is no longer mandatory at age field is not set.

Release Notes - HRManager 5 - Version 5.13.01 - JULY 2022

New Features

[9026] SETTINGS > Payroll > Tax Settings: Tax Filing Details - New option to File by Tax Number
[9030] New Report - PAYROLL > STEP 6 : Reports > Bank Deposit - Bank Deposit Listing by Employee with no grouping
[9053] API > Add provision to update Time Manager 1 in Update Employee API
[9075] SETTINGS > Payroll > Pay Stub/Cheque - New Option to select whether the listed Payroll Categories on Pay-stubs are grouped by Division/Dept/Sub-Dept/Cost-Center or not.
[9076] API > Add Payroll Categories to Employee - Add Rate value option to insert rate while adding categories to employee
[9079] New Report - REPORTS > Payroll Summary > General Ledger Details : GL Debit Credit Split Summary Report
[9082] SETTINGS > Security > User Security Role : Add an option to list Employees if the logged on user is their TM1
[9095] New Report - REPORTS > Payroll Summary > General Ledger Details : GL Vacation Taken/Payment In-Lieu Report
[9201] SETTINGS > Security > User Management - New option available for manual email verification without sending actual emails
[9274] New Report - REPORTS > Payroll Summary > General Ledger Details : Debit/Credit Split Summary (Employee)
[9298] SETTINGS > Security > User Security Role - New option available to prevent access to selected pages for the logged-in Users so they cannot make changes to their own details
[9342] SETTINGS > Security > Security Policies - Paystub Password - New Options for Password Policy to simplify password management

Improvements

[8983] PAYROLL > STEP 4 : Review - Payroll Exception/ Detail Comparison report export to excel formatting issue
[9008] REPORTS > Payroll Summary > Custom Payroll Report - Improve Net Pay Summary report layout
[9051] EMPLOYEE > Add a New Employee : Make Passport information optional
[9132] PAYROLL > Step 2 : Hours Import - Should allow comma in supplied values while importing csv file
[9159] REPORTS > Employee Profile > Vacation And Sick Entitlement Summary - Add Employee Code column before Employee Name field in reports
[9161] Change the name/title from Vacation Taken & Pay Out to Vacation Taken & Pay in Lieu
[9315] Bermuda Jurisdiction - Payroll Tax - Quarterly PR1 Tax Report Update - Tax Year - 2022-23
[9352] Using OpenID Authentication Provider - Add support for hyphens in user id

Bug Fixes

[8958] PAYROLL > STEP 6: Reports > Payroll Tax > Bermuda - Payroll Tax Filing (Form PR1) - Page is crashing on save final changes from last tab with out selecting 'Filing Entity'
[8966] PAYROLL > STEP 2 : Hours Import (Advanced) - Importing hours throwing incomplete/invalid error message though the logged user role has full access to all employees
[8970] Error when updating profile in Self Service showing incorrect warning message when send email notification flag is off for task type Employee information updated via self-service
[8977] PAYROLL > STEP-2 > Import Basic Hours - Unable to import attendance hours
[8979] Nightly Job - Send Email Verification links not sending
[8981] SETTINGS > Payroll > Tax Settings - Deductibles section is repeating
[9012] REPORTS > Employee Payroll Settings > Employee Liabilities - Severance per pay period and owed values are not showing
[9015] Settings > Payroll > Income Categories & Deduction categories : Limit is not saved while creating Fixed category with limit set
[9028] EMPLOYEE > Profile > General - Clicking Delete causing page crash.
[9048] PAYROLL >STEP 6: Reports > Paystub/Cheques : Incorrect YTD when the Payment Currency has changed over pay-periods
[9073] API - UpdateJobTitle method is not updating the JobTitle
[9092] PAYROLL > STEP 2 : Hours Import : Incorrect message for sub department & Cost Center when sub department / Cost Center name is not available
[9107] PAYROLL > STEP 2 : Hours Import (Advance) - Assigning same hourly category multiple times to employees when importing from Attendance in certain cases
[9118] PAYROLL > STEP 6 : Reports : NHI & SSB Report not showing data for employees with Monthly Pay Frequency for month Feb
[9119] API DeleteCostCenter - Unable to delete the un-used Cost Center
[9121] API DeleteJobTitle - Not showing proper error message when deleting a referred Job Title
[9129] PAYROLL > STEP 3 : Calculate Pay - Save All throwing Conversion from type 'DBNull' to type 'String' is not valid error for employee assigned with Range Limited Employer Contribution
[9131] API Access Authorization - Password expiry check should be skipped for Windows AD & Open ID user via API call.
[9142] API - Add Clear Cache logic for Add/Edit/Delete record for lookup's API where cache management is applicable
[9144] PAYROLL > STEP 6 : Report > Paystubs / Cheques : Annual Salary for prior year payslips should reflect Annual Salary as per that point in time.
[9170] SETTINGS > Security > User Security Role - Menu Item visibility not working as per User Role access
[9181] Selecting an employee not displaying employee name in correct format in the page banner - No space after comma.
[9188] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Filing (Form PR1) - PR1 form direct generation timing out
[9202] Homepage - Reminders Export causing page crash
[9215] SETTINGS > Payroll > Pay Periods : Bulk Generate - Pay Period Description date format is dd/MM/yyyy instead of MM/dd/yyyy
[9224] SETTINGS > Security > User Management - Verify Email Link not generating correctly when user clicks on Verify E-Mail Address
[9245] EMPLOYEE > Profile > Scheduled Leave/Overtime/Hours - Multiple clicks on SAVE button resulting into multiple attendance record for same schedule leave
[9247] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Filing (Form PR1) - Tax Return Form company linked document audit information not getting captured
[9249] SETTINGS > Payroll > Health Providers - Invalid error message on saving new health provider with some scheme rate values
[9254] API UpdateEmployee - In certain cases Salary Income Category is being assigned to Hourly employees on Update employee
[9263] PAYROLL > STEP 6 : Reports > Paystubs / Cheques - Text Correction
[9265] PAYROLL > STEP 2 : Hours Import(Basic) - Throwing error when attendance log entry of an employee without Sub-Department
[9284] Tax - YTD Tax Deductions is including payroll categories of the other jurisdiction tax setting when same category is assigned in multiple jurisdictions
[9301] PAYROLL > STEP 2 : Hours Import (Advance) - Hourly Wage Rates not updating when supplying the rate in csv
[9307] Nightly job sending repeated Schedule leave reminder emails.
[9313] PAYROLL > STEP 3 : Calculate Pay - Page is crashing Invalid column name 'TaxableIncomeCategoryID'. Invalid column name 'TaxableHourlyIncomeCategoryID'.
[9326] PAYROLL > Single Payment: Restrict processing of employee with same income category for same date twice.
[9328] Nightly Job Reminders not marking email log record as 'sent' in case if Recipients field is empty or has an issue with email id.
[9331] Payroll Steps - Employee not getting filtered by sub department
[9337] EMPLOYEE > Employee General - Page is crashing on double click of employee list box without selecting an employee
[9339] PAYROLL > STEP 6 : Reports > Paystubs / Cheques - Exception handling improvement in Scheduled Paystub E-Mail
[9354] SETTINGS > Reminders > Task Types - Task type where Time Manager 1 checkbox is getting reset to un-checked on save
[9358] SETTINGS > Security > User Security Role - Export functionality not working
[9363] EMPLOYEE > Payroll > Health Insurance - Health Insurance category assigned to employee without sub-department & Cost Center
[9367] Nightly Job Error Handling Improvement
[9368] EMPLOYEE > Add a New Employee - Password fields are invisible under System Access section, when Login Provider loaded via employee default values

Release Notes - HRManager 5 - Version 5.12.03

New Features

[8740] EMPLOYEE > Self-service > Leave/Hours/Overtime hours request - Track Payment Status where any Payment is due to the Employee
[8771] Reports > New Accounting GL Report for Accrued Weekly Wages for Hourly Paid Employees
[8845] Paystub - Add New Option to Schedule Pay-stub Availability Notification in Self-service Page
[8878] PAYROLL > STEP 6: Reports > Pay stub/cheque reports - Send E-Mail notification about Paystub Availability in Employee Self-Service
[8897] PAYROLL > STEP 6: Reports > Pay stub/cheque reports - Create a new user-controlled Template to E-Mail Paystub Report Attachment
[8944] EMPLOYEE > Payroll > Income/Deduction/ER Contribution Categories - Add payroll Category balance amount reset option when a limit is set

Improvements

[6769] SETTINGS > General > Template Configuration - Updated 'Login Password Reset' & 'E-Mail Verification' templates
[8006] EMPLOYEE > Payroll > Income, Deduction, ER Contribution - Add same payroll category with different combinations of Division, Department, Sub-Department and Cost-Center
[8229] Excel Bulk Import Improvements - Merge jurisdictions, make Connection string dynamic
[8341] Consistent Deletion confirmation in Tax Adjustments, Company Bank Accounts, Direct Deposit Bank, Tax Filing and Non-Working pages
[8345] PAYROLL > STEP 6- Reports > Pay stub Report - Generate audit logs for E-Mailing Paystubs
[8650] SETTINGS > General > Template Configuration - Add new place holder for company logo with custom width and height CompanyLogo,Width,Height
[8667] PAYROLL > STEP 6 : Reports > Paystubs / Cheques - Custom Pay Cheque Report - Butterfield Cayman - Update New Template (Aug 2021)
[8698] SETTINGS > Company > Currencies - Listing page improvements
[8716] PAYROLL > STEP 3 : Calculate Pay - Show each category division, department, sub-department and cost-center
[8717] PAYROLL > STEP 6 : Reports > Paystubs / Cheques - Show each category division, department, sub-department and cost-center based on Pay stub/cheque settings
[8723] Home Page Reminders - Improvements on showing reminders on screen and Rename Vacation Request Approval to Leave/Overtime/Hours Request Approval
[8724] EMPLOYEE > Profile > Request Leave/Overtime/Hours - Validate employee is allowed over-time pay on requesting Overtime Hours
[8728] PAYROLL > STEP 3 : Calculate Pay - Improvements on adding payroll comments to each category
[8735] SETTINGS > Payroll > Tax Settings - Add help page
[8738] SETTINGS > Payroll > Tax Settings - Provision to Configure Deductibles
[8739] Employee Payroll Categories - Show Categories Div/Dept/Sub-Dept/CostCenter by name/code based on settings
[8756] SETTINGS > Reminders > Task Types - Add Display/Task Name to Task Categories
[8774] EMPLOYEE > Profile > Attendance Logs - Add employee default sub-department and cost-center to attendance logs
[8787] PAYROLL > STEP 1 : Payroll Import - Add UserName, IsEntitledToOvertimeOrStandByPay fields in the New Employee, Payroll Data templates
[8826] API - Add/Update Employee - Add days off plan name as a parameter
[8842] Add Employee Code information to Payroll Steps 4, 5, 6 PayStub and Void / Rollback Payroll Transactions
[8898] STEP 6 : Reports > Paystubs / Cheques: Show Attendance Detail for the Selected Payperiod in Paystub & Cheque report under Attendance Summary section
[8926] EMPLOYEE > Payroll Categories - Show Category balance amount and total paid till date in edit screen

Bug Fixes

[6583] Employee > Profile > Security: On changing employee password 'UpdatedOn' audit field is not updating
[8527] PAYROLL > STEP 6 : Reports > Health Insurance Contribution: Report layout is congested
[8594] REPORTS > Employee Profile > Employee Listing - In-correct employee status and count when employee is de-activated and then re-activated with API methods
[8653] Employee > Payroll > Bank Accounts - Receiving error message when editing some bank account details (selected Payer/Company Bank Account not available in list)
[8700] Employee > Add new Employee > New Employee Import - VG and BS jurisdiction templates : Cost Center is not importing for deduction categories
[8704] PAYROLL > STEP 6 : Reports > Paystubs / Cheques - Deleted employee payroll categories are not showing in report which are processed in previous payrolls in current year
[8719] BVI Monthly Tax Report - Pension Expenses not excluded from Gross Salary/Wages (Column A3)
[8733] HRM Installer - Hardcode of IDs in Code and Script related TaskCategories, ElectronicDocumentTemplates causing crash
[8736] PAYROLL > STEP - 3 : Calculate Pay -BVI - Employer Contribution tax should not impact with tax adjustment for new employee
[8737] PAYROLL > STEP 3 : Calculate Pay - VG Jurisdiction - Employee Deductions Tax not showing correctly on page load when formula is pointed to Tax Deductibles - Employee Deduction Categories
[8769] API > Add Division/Department/SubDepartment/CostCenter Methods - Unable to add a record with code length is more than 16 characters
[8801] SETTINGS > Payroll > Special Pay Categories - On change of Salary Income Category Sub-Department, Cost Center is not considered while assigning to employee
[8809] Settings >Payroll >Special Pay Category : Restrict selecting an income category having more than one record with different combination of Dept/Div/SubDept/CostCenter assigned to an employee
[8810] EMPLOYEE > Payroll > Categories - Income : Restrict adding special pay income category with different combination of Div/Dept/Sub-Dept/CostCntr
[8823] PAYROLL > STEP 6: Pay stub/cheque reports - Attendance Summary information is not showing in reports
[8849] SETTINGS > Payroll > Employer Contributions Categories - Save (Assign All) is not assigning category that is already assigned but de-active
[8892] Employee > Payroll > Wages: Paystub Password is appearing populated (masked) under Email Pay Stub Settings even if paystub password is empty or null
[8893] PAYROLL > STEP 6 : Reports > Paystubs / Cheques: Show success/failure message on Send-Email
[8900] SETTINGS > Security > Login Providers - Redirect Uri ends with 'c' then it is trimmed out
[8949] SETTINGS > Payroll > General - Monthly option is missing from Current Pay-Period dropdown after New installation
[8955] PAYROLL > STEP 6: Reports > Payroll Tax > Bermuda - Payroll Tax Filing (Form PR1) - PR1 not generating and crashing when employee with Semi-Monthly exist during the quarter

Release Notes - HRManager 5 - Version 5.12.02

New Features

[8605] Add New Employee Lookup Field - Cost-Center
[8606] Employee Self-Service - Hours (Overtime) Tracking
[8567] Vacation Pay-out (Payment in-lieu) Approval Workflow

Improvements

[8651] CSV import template - Add download import template option to import the csv file in Job Titles, Tax Adjustment & Non-Working Day
[8611] EMPLOYEE > Payroll > Income, Deduction ER Contributions - Show categories division, department and sub-departments in grid view
[7714] PAYROLL > STEP 3 : Calculate Pay - Employer Tax formula should include the Tax Adjustments to calculate tax and to consider the Max cap amount
[8678] REPORTS > Employee Profile > Custom Attendance Reports : Perfect Attendance Report - Convert absent reason select list into multi select list

Bug Fixes

[8588] Employee Payroll Categories - Changing employee division/department/sub-department, employee payroll categories ends up with duplicate categories
[8657] PAYROLL > STEP 6 : Reports > Paystubs / Cheques - Report crashing on load with Unable to cast object exception
[8654] PAYROLL > STEP 6 : Reports > Paystubs / Cheques - Unable to delete the scheduled jobs which are not yet executed
[8676] Payroll > Void Payroll Transactions Report - Throwing error Invalid group condition
[8687] SETTINGS > Attendance > Entitlement Plans & Policies : Add / Edit - Adding Days-Off Policy causing Arithmetic overflow error converting numeric to data type numeric
[8643] SETTINGS > Payroll > Tax Settings - Restrict user from adding same employer contribution category in multiple sections (Benefits/Employee Tax/Employer Tax)
[8692] SETTINGS > Attendance > Non-Working Day- Page crash on deleting non-working day from edit page

Release Notes - HRManager 5 - Version 5.12.01

New Features

[8411] Payroll > Step 4 > Review - Add BM - Payroll Tax Calculator Reports
[8423] GL Reporting Improvements - New Reports added with credit/debit information
[8424] PAYROLL > STEP 6 : Paystubs - Add Support for Scheduled Emailing
[8478] New Bermuda Pension Provider Related Reports
[8492] Add Support for Leave Request Escalation Logic
[8493] Perfect Attendance (Zero-sick) Report
[8530] Manage employee payroll categories through new API Methods
[8531] Add support for automatic Retro-pay/Backpay calculation
[8546] Payroll - Calculated Type - Add Support for Getting Hours Information

Improvements

[8192] SETTINGS > Payroll > Income, Deduction, ER Contributions - Add an option to define the limit to Fixed & Percentage Type categories and assign to all employees
[8235] SETTINGS > Payroll > Pension Providers - Link Pension Export template to pension provider
[8261] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Filing (Form PR1) - Listing page improvements
[8425] SETTINGS > Reminders > Task Types - Page optimized and merged 'Reminder Period' page with 'Task Types' for easier access
[8434] PAYROLL > STEP 6: Reports > Pay stub/cheque - Capture scheduled e-mail paystub logs and show scheduled job details
[8440] PAYROLL > STEP 3: Calculate Pay - Allow entering -ve hours for Hourly Categories
[8456] REPORTS > Payroll Summary > Custom Payroll Report > Earnings Summary - Tabular - Report Enhancements - Add more grouping options
[8494] Employee Payroll Categories - Add Sub-Department to the categories while assigning to employees
[8507] Payroll Register/Transactions - Capture employee payroll categories sub-department
[8513] SETTINGS > Payroll > Pension Plans - Add Registered flag setting in pension plans
[8516] SETTINGS > General > New Employees Default Values - Add Sub-Department to employee default value
[8595] EMPLOYEE > Profile > Employee Job History - Show confirm dialog message on change of employee default division/department/sub-department

Bug Fixes

[8172] PAYROLL > STEP 6 : Reports > Pay stub/cheque - Employees are not showing as per effective jurisdiction
[8239] PAYROLL > STEP 4 : Review - Payroll Exception/Detail Comparison report not considering the Currency filter
[8263] SETTINGS > Payroll > Tax Settings - Other than BM - Incorrect validations and periodicity dates while adding tax year
[8421] PAYROLL > STEP 2 : Hours Import (Advanced) - Getting error message on import when any list under "Filter Employee list by" has other than Select All option
[8432] SETTINGS > Payroll > Direct Deposit Bank: Correct the typo in Intermediary bank selection text
[8438] Employee Banner- Jurisdiction shown is not the effective jurisdiction of the employee
[8452] REPORTS > Payroll Summary > Custom Payroll Report > Earnings Summary - Tabular - Sub-Total is getting added after Grand Total
[8458] REPORTS > Payroll Summary > Custom Payroll Report: Payroll Register > Pay period name is appending with employee name in report
[8460] PAYROLL > STEP 6 : Reports > Health Insurance Contribution: Totals are not grouped by currency
[8462] REPORTS > Employee Profile > Employee Listing - Turn-Over not including employee created through AddEmployee API method
[8464] REPORTS > Employee Profile > Employee Listing - Employee Head Count is including employee terminated in future
[8470] PAYROLL > STEP 6: Reports > Pay stubs - In Workday manifest file new line is not feeding on last row
[8521] EMPLOYEE > Profile > Related Parties : Edit page crashes when Relationship Category of Relationship Type mapping changed after employee assignment.
[8523] HRM Footer is not rendering always on TOP
[8525] PAYROLL > STEP 3 - Calculate Pay - Pay frequency filter is not working correctly
[8540] REPORTS > Employee Profile >Training Course Attendance : Training category filter not working when there is no training course selected
[8544] PAYROLL > STEP 3 : Calculate Pay - Balance amount of Deduct Before Pension deduction category is not calculating correctly when employee division/department changed
[8565] PAYROLL > STEP 2 : Hours Import (Basic) - Unable to import attendance hours when no logs with an Absent Reason which is mapped with Job Code rate type Hour Categories
[8572] PAYROLL > STEP 2 : Hours Import (Basic) - Unable to add hours for NON 'Pay Over-time' hour categories
[8574] PAYROLL > STEP 2 : Hours Import (Basic) - Unable to Import Hours from Attendance Log, when any employee sub-department is not set
[8576] PAYROLL > STEPS : "Filter Employee list by" screens crashing when Payroll Period is not set
[8584] SETTINGS > General > Qualifications - Unable to add/edit the qualification records
[8597] Nightly Updates - Error throwing while sending E-Mail Verification link to users when 'Contact E-Mail' address is null
[8603] PAYROLL > STEP 4/6: Reports> Pay-stub and Variance Reports - Employee account number in Pay-stub and pay-period text in Variance reports are getting truncated

Release Notes - HRManager 5 - Version 5.11.02

New Features

[8294] Third-Party Integration - Add support for BambooHR Integration using Webhooks
[8308] Third-Party Integration - Pay-Slip Integration - Add Support for Work-Day Pay-Slip Integration Using FTP/SFTP File Transfer Option
[8328] API Update - New API methods for sub-department to add/update/delete and include sub-department parameter in Add/Update Employee API methods
[8389] Direct Deposit Bank ACH Files - Add support for HSBC iFile Format (Bermuda)
[8399] Application Security - EMPLOYEE > Profile > General - Send E-Mail verification link on change of work/home E-Mail
[8363] PAYROLL > STEP 3: Calculate Pay - Override Rate value to Hourly Categories (Job Code rate type) based on "Use Employee Hourly Rate" setting
[8321] SETTINGS > Third-Party Integration - Add new page to configure third-party application to integrate with HRM

Improvements

[8352] Hourly Categories - Append Rate Type to Hourly Category Description - Employee Hourly vs Job Code Rate
[8284] HRM Installer Improvements - Improved Error Handling - Add support for 'Patch' updates to avoid manually running DB script
[8390] PAYROLL > STEP 1: Payroll Import - Add an option to download a sample csv file and update instructions for inclusion of Division and Department names
[8038] PAYROLL > STEP 2 - Hours Import (Basic): Allow importing hours for Employee Rate-Based categories with 'None' job code to Employees whose default job-code is not 'NONE'
[8133] PAYROLL > STEP 2 - Import Hours - Show Settings value in UI to indicate whether Import Hours from Attendance is set to true/false
[8148] PAYROLL > STEP 2 : Hours Import (Advanced) - Import attendance hours for all accessible employees, along with those mentioned in the import file
[8366] PAYROLL > STEP 2 : Hours Import (Advanced) - Set the Rate value to Hourly Categories (Job Code rate type) based on 'Use Employee Hourly Rate' setting
[8382] Payroll > Step 4 Review > Variance Report - Repeat Header on each Page
[8397] PAYROLL > STEP 6 : Reports > Bank Deposit - Employee Bank Listing Report - Add Decimal Places Option
[8265] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Calculator - Apply max employee count supported by sheets dynamically
[8379] REPORTS > Payroll Summary > Custom Payroll Report > Earnings Summary - Tabular - Report Enhancements - Add more information/grouping options
[8282] SETTINGS > Company > Sub-Departments : Add - Set 'Active' checked by default
[8358] SETTINGS > Payroll > Hourly Categories - Allow Override of Job Code Rate with Employee Hourly Rate - Add 'Use Employee Hourly Rate' option
[7612] SETTINGS > Payroll > Rate Lookup - Add option to Edit the Rate Type Name
[8355] SETTINGS > Payroll > Tax Settings > Tax Year - Allow importing PR1Form 'rpt' file
[8414] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Filing (Form PR1): Updated layout as per 2021-22 form

Bug Fixes

[8380] PAYROLL > STEP 6 : Reports > Pension Contribution - In Cayman Island Heritage downloaded template 16th row data is merged and wrapped
[8374] API Access - Incorrect log-in failed count while accessing API methods with incorrect api key
[8315] Category Type is not considered to calculate Balance Amount
[8303] DeactivateEmployee API method - Delete employee payroll categories based on Employee Status
[8375] EMPLOYEE > Payroll > Hourly wages - Incorrect rate value is showing for Employee hourly rate based categories
[7990] Employee pages are crashing on loading when no employees available in employee search list
[8335] Leave Approval issue - HR Manager approval section not available for final approval when HR Manager is same as either Time Manager 1 or Time Manager 2
[8339] Login - User prompted for change password, although password is set to never expire under Settings > Security > User Management
[8349] PAYROLL > STEP 2 : Hours Import (Advanced) - Not able to import attendance hours
[8342] PAYROLL > STEP 2 : Hours Import (Advanced) - Overridden rate value is getting reset to default job code rate, when rate value not supplied in import file.
[8217] PAYROLL > STEP 2 : Hours Import (Basic) - Attendance related hourly categories (Jobcode Rate Type) are getting assigned to employee with NONE job-code while importing CSV file
[8337] PAYROLL > STEP 3 to STEP 6 - Incorrect Employee Count Showing by Payroll Status (Processed, Unprocessed etc.)
[8169] PAYROLL > STEP 6 : Reports > Pay stub/cheque - Single payment transactions are not showing
[8326] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Filing (Form PR1): Section A - Incorrect Remuneration Category Amounts when Employee Exceeds the Max Taxable Limit ($900k) for the Quarter
[6841] REPORTS > Payroll Summary > Payroll Exceptions/Details Comparison Report: Summary section overlapping the report top border
[8377] REPORTS > Payroll Summary > (Bahamas Custom) Ressop Deduction Report - Report is not showing data even though employees have valid Ressop Categories
[8272] SETTINGS > Payroll > General - Application is crashing on accessing the page due to missing Audit information (Created On, By)
[8310] SETTINGS > Payroll > Tax Adjustment - Jurisdiction filter not Applying on Effective Jurisdiction of an Employee

Release Notes - HRManager 5 - Version 5.11.01

New Features

[7873] Secure Authentication - Add Support for Single Sign-on Authentication using OpenID + OAuth2 and Windows Authentication
[8015] Secure Authentication - Add Support for Multi-Factor(MFA/2FA) authentication via Email

Improvements

[8054] SETTINGS > Security > Send Password Reset E-Mail - Replace with ""Reset Login Password' option in existing User Management page
[8056] SETTINGS > Security > User Management - Send Reset Login & Paystub password and E-Mail verification links to ""Contact E-Mail Address""
[8076] SETTINGS > Payroll > Reset All Paystub Passwords - Replace with ""Reset Paystub Password"" option in existing User Management page
[8252] Nightly updates - Automate sending E-Mail verification reminders
[8254] Login page - Send password reset link if e-mail is verified only

Bug Fixes

[8267] PAYROLL > STEP 3 : Calculate Pay - Unable to override the Employer Contributions Calculated Categories values

Release Notes - HRManager 5 - Version 5.10.01

New Features

[8158] Calculation Engine Enhancement - Add Custom Function to Get Rate-Lookup
[8120] Create New Custom Functions for Calculate Engine - GetPayrollCatAmt
[8032] HRM Installation - Automate the creation of Scheduled Tasks through installer
[8019] Jurisdiction - Add Advanced Support for British Virgin Islands (VG) Jurisdiction
[8094] Jurisdiction - New BVI Statutory Reports
[8181] PAYROLL > Single Payment - Add a provision to pay single payments to multiple employees using CSV import file
[7651] PAYROLL > STEP 3 : Calculate Pay - Filter pay periods by pay frequency
[8135] PAYROLL > STEP 6 : Reports > Bank Deposit: Add Option to Apply Various (Div/Dept/Juris etc.) filters when Generating Bank Electronic Transfer/ACH file
[8202] PAYROLL > STEP 6 : Reports > Pay stub/cheque - Add Option to Show Employee Job Title, Sub-Department and CTC sub-total
[8146] PAYROLL > STEP 6 : Reports > Pension Contribution - Add Support for New Cayman Islands Pension Report Template for Island Heritage pension provider
[7883] REPORTS > Payroll Summary > Custom Payroll Report - New Pay-Stub Report to easily view Historical data beyond current Pay-Year
[7939] Security - HRM Installation - Database Service Account - Add support for Windows Authentication
[4404] SETTINGS > Payroll > Pay Periods - Auto-generate Pay Periods based on parameters
[7533] SETTINGS > Security > User Security Roles - Merge Assign Pages to Roles and Assign Tasks to Roles pages with User Security Roles page

Improvements

[8074] BANNER Employee - Show Last Working Day/Deactivation Date inside the banner if the employee has been de-activated
[7316] Bermuda Social Insurance Calculation - Include Employee Hire/Cessation Date
[8079] EMPLOYEE > Deactivate An Employee - Journal Deactivation Date details
[8063] EMPLOYEE > Deactivate An Employee - Show de-activation related information for inactive employees
[7958] Employee Banner - Show employee banner in the pages only if at least one employee available
[7795] Excel Bulk-Import Sheets - New/Update Employees - Add Support for Employer Contributions
[7985] HRManager Automated Task - Provision to run Nightly Updates via Windows Scheduled Task
[8188] PAYROLL > Close Payroll Year - Add new option to reset all employee payroll categories apart from Pension Categories
[7896] PAYROLL > STEP 1 : Payroll Import (CSV) : Include the Division and Department columns for All Categories option
[7894] PAYROLL > STEP 1 : Payroll Import (Excel) : Include the Division and Department columns in employee Income, Deduction, Contribution sheets of Data Import templates
[7855] PAYROLL > STEP 2 : Hours Import (Basic) - Allow provision to delete in-process hours for the selected pay period
[8082] PAYROLL > STEP 2 : Hours (Advanced) - New Optional Field - Add New Option to Use Employee Hourly Rate instead of Jobcode Rate based Hourly Categories
[7652] PAYROLL > STEP 2 : Import Hours - Improved Validation - Do not import hours for employees whose payroll is already processed
[7877] PAYROLL > STEP 3 : Calculate pay - Apply Spread Pension logic only when Limit is defined at employee side
[8111] PAYROLL > STEP 3 : Calculate Pay - Save All performance Optimization
[7384] PAYROLL > STEP 3 : Tax is re-calculating on click of update buttons only but not when assigned new taxable category
[8002] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Filing (Form PR1): Convert from to Crystal Report Template for Faster Updates as and when the changes are announced
[8200] PAYROLL > STEP 6 : Reports > Paystubs / Cheques - Show Employer Contribution totals similar to Income/Deductions totals
[8234] REPORTS > Payroll Summary > Custom Payroll Report - Earnings Summary Tabular - Add Annual Salary/Hourly rate column
[8022] REPORTS > Payroll Summary > General Ledger Details - Include Employee's Job Code and its G/L Code in CSV Export
[7962] SETTINGS > General > Application Settings - Technical Improvements
[8138] SETTINGS > Payroll > Deduction/Employer Contributions Categories - Change the Edit and Delete links to Icons
[3417] SETTINGS > Payroll > Pay Periods -Link Pay-Frequency to Pay-Period

Bug Fixes

[6701] After new installation, immediately adding employee through API getting null reference error
[8125] CalculationEngine - Fetching the last payroll transaction should be by PeriodEndDate instead of PayPeriodEndDate
[8208] CalculationEngine - Payroll Transactions of current tax year only considered to identify last payroll transaction
[8218] Daily Job Client - API user authorization failed to access API method
[8072] EMPLOYEE > Deactivate An Employee - Audit information is missing
[8065] EMPLOYEE > Deactivate An Employee - First employee getting selected and showing it's details in employee banner after deactivating selected employee
[7872] EMPLOYEE > Payroll > Categories - Income: Salary Income rate is off by few decimals for Biweekly paid employees
[7650] EMPLOYEE > Payroll > Categories Income/Deduction/Contribution - Payroll comments for Fixed % & Variable Amounts are not suppressing as per payroll settings
[8149] EMPLOYEE > Profile > General - Unable to select/change Year from the date control's
[8167] EMPLOYEE > Re-Activate Employee - Bermuda Tax-Calculation Not Considering New Hire-Date
[8161] Employee > Self-Service > Un-authorized menu item visible
[7990] Employee pages are crashing on loading when no employees available in employee search list
[8210] Parameter Tax - Pay Periods in Tax Year value is showing only when at-least one payroll is processed in current tax year otherwise it is always zero.
[7956] PAYROLL > Close Payroll Year - Closing payroll year is resetting remaining balance amounts for employee payroll categories
[7838] PAYROLL > STEP 1 : Payroll Import - Only employees who have non-hourly (yearly, weekly, monthly, quarterly) salary period can have special pay category defined for salary
[7882] PAYROLL > STEP 1 : Payroll Import - For CSV Import remove Range Limited Type Category from Employer Contribution select list
[7871] PAYROLL > STEP 1 : Payroll Import: Incorrect error message when other CSV file is imported
[8085] PAYROLL > STEP 2 : Hours Import (Advanced) - Duplicate entries popup Continue not working
[8087] PAYROLL > STEP 2 : Hours Import (Basic) - Import hours from attendance not getting loaded in the grid
[8131] PAYROLL > STEP 2 : Advance Hours Import - Importing hours from the file resulting into additional hours for Sick and Vacation category
[7803] PAYROLL > STEP 3 : Calculate Pay - Application is crashing when employee jurisdiction is not explicitly set (set to Use Default Settings) under Employee > Profile > General
[8226] PAYROLL > STEP 3 : Calculate Pay - Employee Tax is not getting calculated properly
[7646] PAYROLL > STEP 4 : Review - Earnings Report company totals are not grouped by employee payment currency
[8052] PAYROLL > STEP 6 : Reports > Bank Deposit - Clarien Bank Bermuda - Add missing Thousand separator in the amounts.
[7947] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Calculator & Filing (Form PR1) Tax Adjustments of skipped payrolls of prior pay periods are not included in impacted pay period & tax filing quarter
[8144] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Calculator : Generate - Usage of PayPeriodEndDate instead of PeriodEndDate when identifying effective from Tax Adjustments
[8030] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Filing (Form PR1) - Java Script error on Save Changes failing the Tax Filing
[8195] PAYROLL > STEP 6 : Reports > Payroll Tax > BVI - Employees Remuneration/Tax Returns - Taxable Hourly category remunerations are not getting included in P1 report
[8211] PAYROLL > STEP 6 : Reports > Payroll Tax > BVI - Employees Remuneration/Tax Returns - YTD Values are not getting calculated properly if employee's payroll are skipped
[8237] PAYROLL > STEP 4 : Review On selecting a value from currency dropdown page gets blocked via loader.
[8070] REPORTS > Employee Profile > Employee Profile Summary - Employee profile information is not showing in the report
[8220] REPORTS > Log > System Logs - Log Messages with more than 1000 characters are getting truncated
[8142] REPORTS > Payroll Summary > Custom Payroll Report - Earnings Summary Tabular category amounts are showing wrong values
[8010] SETTINGS > Attendance > Entitlement Settings - Invalid value is configured in seed script for Sick Warning Email Address
[8136] SETTINGS > Payroll > Deduction/Employer Contributions Categories - Type values are not sorted alphabetically in Add/Edit Parameters popup
[7996] SETTINGS > Security > User Management - Account Locked setting is not visible to unlock the accounts
[8107] Task scheduler for Mark Scheduled Leave As Taken not marking laves as taken

Release Notes - HRManager 5 - Version 5.09.01

New Features

[7776] PAYROLL > STEP 1: Payroll Import - Add option to Sum-up Income and Contribution amount for repeating Employee Codes in CSV import
[7360] PAYROLL > STEP 1: Payroll Import > Income, Deduction CSV Import Improvements - Add support for importing ER Contributions; Import Income, Deduction, ER Contributions with the same CSV file; Add ability to Assign categories to Employees as part of the import; Performance Improvements for large files.
[7741] PAYROLL > STEP 3 : Calculate Pay - Allow entering -ve amounts for Hourly, Income, Deduction and Contribution categories
[7790] PAYROLL > STEP 6 : Reports > Bank Deposit - Add sub report for Bank listing summary report Grouped by Company Bank
[7751] PAYROLL > Step 6: Reports > Bank Deposit - Add BOB ACH export type support for Credit Union Payments via CNB Accounts (Cayman Islands)
[7766] SETTINGS > Payroll > Tax Settings : Add provision to configure Bermuda Payroll Tax Year's No Of Pay-Periods (Periodicity) date values for Weekly, Bi-weekly pay frequencies
[7700] SETTINGS > Payroll > Tax Settings : Add provision to upload Tax Calculation & Filing templates in Tax Year screen

Improvements

[7510] PAYROLL > STEP 6 : Report > Pay Stub report improvements - Improved Performance when generating large number of Paystubs
[7703] Bermuda Payroll Tax - Refactor code for calculating periodicity for start & pay dates
[7864] EMPLOYEE > Deactivate An Employee - Add new check box to delete employee payroll categories based on user selection
[7695] Employee Search wizard - Simplify employee basic search control to search by Employee Name & Code
[7366] PAYROLL > STEP : 2 Hours (Basic) - Do not show Job code rate based Hourly Categories in Basic Import hours grid
[7834] PAYROLL > Step 1 : Payroll Import - Allow 4 decimal for Salary Amount in General sheet
[7761] PAYROLL > STEP 2 : Hours - Import hours (Advanced) code refactor code to improve performance
[7784] REPORTS > Payroll Summary > Custom Payroll Report - Add Note to indicate -ve amounts for Department Summary and Net Pay Summary reports
[7787] Reports > Payroll Summary > Custom Payroll Report - Earnings Summary Tabular need Start, End date fields to fetch details over a period - Allow Date Range as Input Parameter (Custom report only); Group by Pay Frequency, Pay-Period, Employee Code by default; Include Pay Frequency, Pay Period Name, Start, End, Check dates
[7856] SETTINGS > PAYROLL > General - Change the setting name from Process Employees with zero balance to Process Employees with Zero or Negative Net-Pay
[7764] SETTINGS > Payroll > Tax Settings : Add provision to show the Tax details as collapsible section

Bug Fixes

[7857] Employee > Payroll > Categories - Income/Deduction/ER Contribution - Incorrect error/validation message on editing category when allow override on employee side is disabled
[7808] Employee > Payroll > Categories : Hourly Wage - Paging is not working
[7843] EMPLOYEE > Profile > Employee Job History - Job History is showing as Supervisor is changed on changing any other values even though supervisor is not changed
[7436] EMPLOYEE > Self-service - Restrict Self-service page access to Non-employee users
[7794] Payroll > Step 1 : Payroll Import - Data import update template's EmployeeDeductionCategory sheet Limit value not saving
[7833] Payroll > Step 1 : Payroll Import - Data import update template's EmployeeIncomeCategory sheet Rate and Limit values not saving
[7724] PAYROLL > STEP 3 : Calculate - Employee Tax (BM) is not getting calculated correctly when first payroll ran after Tax Year Start
[7084] PAYROLL > STEP 3 : Calculate Pay - Employee Tax (BM) Calculation Date (Period End): Employee Cessation date not accounted for in calculation.
[7749] PAYROLL > STEP 3: Calculate Pay - All Fixed Percentage Type payroll category (Deduction/ER Contribution) - are affected by Spread Pension settings
[7779] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Filing (Form PR1) - Consider only employees with taxable income or benefit
[7736] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Filing (Form PR1) - Error handling, Elmah not working
[7768] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Filing (Form PR1) - Use the YTD tax paid figures instead of tax payable figures
[7725] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Filing (Form PR1) Divide by zero error
[7717] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Filing (Form PR1) SECTION K(A) figures not matching with SECTION L
[7781] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Filing (Form PR1) should consider amount irrespective of the sign(+/-)
[7707] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Filing (Form PR1) the Tax Adjustments of prior quarters are included in tax filing quarter
[7772] PAYROLL > STEP 6: Report > Pay stub/cheque: Incorrect Attendance Summary on Payslip if Payroll start date doesn’t fall under current year
[7797] PAYROLL > STEP 6: Reports >Pay stub report - Incorrect Vacation allowed in Pay slip if there is a Vacation Carried Forward
[7810] Payroll Step 6 Reports > Bank Deposit - ACH file Rounding Issue Debit/Credit Totals
[7758] Payroll Step 6 Reports > Bank Deposit - Undo ACH file Extra 'Space' character in Batch Trailer (type 8 ) record
[7726] PAYROLL > Step2: Hours – Basic Import - Paystub report doesn't show Hourly entries that have a YTD amount but no current amount when hours are imported through Basic Hours Import
[7813] SETTINGS > Payroll > Hourly Wage Categories - Assigned hourly categories rate type should not be allowed to change
[7719] SETTINGS > Payroll > Tax Settings : Edit - Newly added Division/Department are not showing under Tax Filing Entities
[7733] SETTINGS > Payroll > Tax Settings: Unable to add tax year
[7715] SETTINGS > Reminders > Task Types - Correct the Task type naming conventions

Release Notes - HRManager 5 - Version 5.08.04

New Features

[7567] New Payroll Report - Earnings Summary - Tabular format under Payroll Step 4 Review & Reports > Payroll Summary > Earning Summary
[6802] Employee > Profile > Leave Request - Add support for Non-Employee user as Time/HR Manager in the Leave Request Workflow.
[7553] Home Page > Reminders - Show reminders to Non-employee users based on security role configuration
[7557] PAYROLL > STEP 1 > Import Payroll Data - Add checkbox to filter out in-active employees
[7674] PAYROLL > STEP 2 - Import Hours (Advance) - Show imported hours in grid in read-only mode
[7563] PAYROLL > STEP 6: Reports > Bank Deposit > Add support for Clarien Bank(Bermuda) Support
[7590] SETTINGS > Payroll > Hourly Wage categories - Allow adding hourly wage category with same name but with different Rate Type
[7462] SETTINGS > Payroll > Tax Adjustment - Add Import option

Improvements

[7579] Add Employee Hourly Rate in the Template database field (SETTINGS >General > Template Configuration) for the Bank Reference letter.
[7485] Employee > Profile > General - UI Layout Improvements
[7545] PAYROLL > STEP 2 - Advanced Hours Import - Allow Import via multiple files - Improved validation for duplicates
[7554] PAYROLL > STEP 3 - Calculate Pay - Show employee banner with selected employee details
[7508] PAYROLL > STEP 3 Calculate > UI Improvement - Allow Save All to Process any Unprocessed Employees even if Ready to Process Employees are present
[7530] PAYROLL > STEP 6 : Reports > Bermuda Tax Filing (PR1 form) - Deemed Employee control should list only employees whose payrolls have been processed in the selected filing period
[7565] PAYROLL > STEP 6 : Reports > Bermuda Tax Filing report - Include the Tax Adjustments in Employer, Employee sections of PR1 report
[7568] PAYROLL > STEP 6 : Reports > Pay Stub Report - Show Category Type, Name & Date in payroll comments section for custom reports
[7429] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Filing (Form PR1) - Adjust Employer Portion amounts when filing includes employees who have crossed the max taxable earnings cap
[7528] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Filing (Form PR1) - Auto Populate the Period, Period Start Date, Period End Date fields
[7586] SETTINGS > Payroll > Deduction Categories - Change parameter type name from 'Pay Periods In Pay Year' to 'Tax - Pay Periods In Tax Year'

Bug Fixes

[5526] EMPLOYEE > Profile > Employee Job History - Change in Employee Salary results in changes in Health Insurance, Deduction and Contribution rates
[7368] REPORTS > Payroll Summary > Payroll Earnings - Header columns are trimmed in exported pdf file in Company Totals section
[7573] EMPLOYEE > Payroll > Income Categories - Capture Rate, Limit changes into payroll comments only when there is change
[7574] EMPLOYEE > Payroll > Income Categories - Health premium related Warning message when updating any category
[7496] Employee > Profile > General - Assigned Time Manager 1/2 , HR manager is not showing in lookup after de-activated
[7683] EMPLOYEE > Profile > Leave Request - TimeManager2 status is showing pending in Email notification when TM1, TM2 are same and TM1 is approved the leave
[7494] HELP > API Help Page - API Methods model data details layout not rendering
[7495] Home Page - All reminders are not showing for some of the Employee users even though their role is has full access to all reminder task's
[7615] Home Page > Reminders - Error is throwing on viewing ScheduleLeave type reminders to approve
[7443] HRM Installer - SQL passwords with certain special characters causes HRM installer to crash
[7550] HRM_DataImport Database role permissions - Missing SELECT permission on lookup tables of importing Immigration Information via template
[7431] Login page - Page is crashing on click of Forgot Password when E-Mail settings are not configured under SETTINGS > General > Application Settings
[7519] Login page - Unauthorized error page is loading while trying to login if the assigned role doesn't have the access to Allow Login
[7532] Authorization - User gets logged out when accessing certain (MVC) un-assigned pages
[7518] PAYROLL > STEP 1 : Import Payroll Data - Validation error message is shown for decimal places in HealthInsurance EmployerContribution value even though two decimals are showing in sheet
[7547] PAYROLL > STEP 2 : Import Hours - Include Rate column in the import template sheet
[7454] PAYROLL > STEP 2 : Import Hours (Advanced) - Error is throwing on importing hours when large number of Divisions/Departments are configured
[7520] PAYROLL > STEP 3 – Calculate: Incorrect employee count for Unprocessed and Ready To Process employees on click of Save All button
[7474] PAYROLL > STEP 3 : Calculate - Weekly paid employees Employee Tax returning wrong value, when payroll not processed for all previous X pay periods of the Tax Year
[7686] PAYROLL > STEP 3 : Calculate Pay - Value override, change tracking Issues
[7389] PAYROLL > STEP 4 : Review - When Report Type is not selected, validation message is not showing on click of View Report button
[7480] PAYROLL > STEP 6 : Reports - Application crashes on generation of Bank Deposit files types of ACH, ACH - Butterfield, ACH - Scotiabank, ISO20022
[7657] PAYROLL > STEP 6 : Reports > Bank Deposit - menu item is visible even after the page is not assigned to a role
[7375] PAYROLL > STEP 6 : Reports > Bermuda Tax Filing report - If employees are selected in Self-Employed persons and Deemed Employees then exclude the No Of Employees count from Section A
[7540] PAYROLL > STEP 6 : Reports > Pay Stub / Cheque report - All Hourly categories are not showing when same category with different division / department are assigned
[7388] PAYROLL > STEP 6 : Reports > Pay Stub report: In Payroll Comments section, Category Name is not showing for Employer Contribution type
[7500] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Calculator - Application crashing when Filing By Company Tax Number is not set in Tax Settings
[7497] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Calculator - sheet not populated when Generate fetches more than n number of transactions
[7477] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Calculator - Tax Adjustments are not included in Recurring and One-time amounts to calculate Tax
[7535] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Calculator - Tax Adjustments that are yet to be part of any payroll are getting included
[7369] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Filing (Form PR1) - Page is crashing on click of Add button if Tax Settings are not configured to jurisdiction
[7466] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Filing (Form PR1) - Refactor the code to adjust Employer Portion amounts of employees hits 900k CAP
[7680] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Filing (Form PR1) - Section B and Section D employee remuneration not showing correctly
[7425] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Filing (Form PR1) - Section B is showing incorrect employees count for No Of Employees row (Actual column)
[7670] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Filing (Form PR1) - Section L's # of Persons count is not matching sum of Section A and B # of persons
[7522] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Filing (Form PR1) - Unable to do Tax Filing for Q2, Q3, Q4 once Q1 is filed by a Tax Filing Entity
[7582] Payroll > Step 6 > Bermuda Tax > Tax Calculator : Tax adjustment is not including in Tax calculator sheet when payroll is not continuous
[7390] REPORTS > Payroll Summary > Custom Payroll Report: Suppress blank Direct Deposit Information section
[7503] REPORTS > Payroll Summary > Payroll Earnings - Incorrect Net Pay in Company Totals when grouping is applied
[7659] SETTINGS > Payroll > Company Bank Accounts: Direct Deposit Identifier should be mandatory for Cayman National Bank, ACH - Scotiabank
[7247] SETTINGS > Payroll > Special Pay Categories - Duplicate Salary category is adding to all employees when adding special pay categories by deleting the existing settings
[7448] SETTINGS > Payroll > Tax Adjustments: Application is crashing on deleting record
[7672] SETTINGS > Payroll > Tax Adjustments: Lengthy content without breaks is not getting wrapped up
[7588] SETTINGS > Security > Security Roles Report - UpdatedBy and UpdatedOn columns values are swapped in exported csv file
[7447] Tax Filing: Incorrect employee count is showing when All is selected in Employee Selection controls

Release Notes - HRManager 5 - Version 5.08.03

New Features

[6766] PAYROLL > STEP 6 : Reports > Paystubs / Cheques - Custom Pay Cheque Report - Butterfield Cayman
[6804] Payroll > New Payroll Reports - May 2019 - Deduction Summary, Payroll Register by Category, Bank Deposit Summary, Period-to-date Summary
[6835] Settings > Company: Create a new level for Sub-Department
[6870] Add Support for Paystub Settings by Division
[7195] PAYROLL > STEP 6 - Reports > Progressive Payroll Tax - Import payroll information to various PAYROLL TAX CALCULATOR(Weekly, Bi-Weekly, Semi-monthly, Monthly) templates
[7237] REPORTS > Payroll Summary > General Ledger Details - Provision to export General Ledger Details data into CSV file
[7262] BM Jurisdiction - Add Bermuda Tax Filing Form (PR1)
[7307] PAYROLL > STEP -1 : Payroll Import - Add Import Employer Contribution Categories feature

Improvements

[5160] BM Jurisdiction - Add Support for Bermuda Progressive Tax - 2017 - Calculation Improvements covering wider Scenarios
[5332] Refactor Existing Pages/Code to use Extended Calculation Module/Engine
[6126] BM Jurisdiction - Expose Calculation Parameter Type Tax_CurrentRecurringTaxableEarnings and Tax_CurrentOneTimeTaxableEarnings
[6580] SETTINGS > Security > Security Roles Report: Improve Users security role and Pages reports
[6767] Logon page - UI Improvements
[6885] Improvements on Employee Search Filters based on logged-in user(employee and non-employee) role security configuration
[6886] SETTINGS > Security > User Security Role - Only allow access to Division(s), Department(s) and Sub-Department(s) selected during the Save operation
[6893] PAYROLL > Void / Rollback Payroll Transactions - Enhancements & Issues
[6942] SETTINGS > Security > Define Application Pages - Update Page Names and Area Names
[6954] SETTINGS > Company > Division - Update the layout to be consistent with current(non mvc version) division screen
[6965] Employee Search control: Add Pay Period select control as an additional filtering option to employees
[6982] PAYROLL > STEP 6 - Reports > Bank Deposits: Allow filtering of Bank deposit report list by Jurisdiction/Division/Department/Sub-Department
[7014] REPORTS > Log > Audit Log - Add filter provision on all fields in the listing
[7020] PAYROLL > Void / Rollback Payroll Transactions - Allow for filtering of Employees by Jurisdiction/Division/Department/Sub-Department
[7030] SETTINGS > General > Template Configuration - Create a new templates for reset/forgot/generate random password email's
[7037] PAYROLL > STEP 6 : Reports > Bank Deposit - Generate the UUU value of CNB file naming convention SSS_TTT_RRRRRRRRRR_YYYYMMDD_UUU.csv
[7064] Apply built-in template Security - HRM - Login Password Reset for reset users password email
[7066] Apply built-in template Security - Pay-Stub Password to send Paystub Password E-mail's
[7101] PAYROLL > STEP 6 : Reports > Bank Deposit - Determine next UUU value of CNB file using the SSS_TTT_RRRRRRRRRR_YYYYMMDD_
[7103] PAYROLL > STEP 6 : Reports > Bank Deposit - Keep Downloaded Export File and Generated File names same
[7106] PAYROLL > STEP 6 - Reports > pay stub/cheque report - Show Category Type and Name in payroll comments section
[7109] REPORTS > Payroll Summary > General Ledger Details: Show associated Jobcode of Job Code Rate Hourly Category instead of Empoyee's Jobcode and BLANK for non Job Code Rate Hourly Category
[7119] BM Jurisdiction - SETTINGS > Payroll > Tax Setting - Add Support for Taxable Employer Benefits
[7124] SETTINGS > Payroll > BM Tax Setting - Add Support for Configuring Mapping of HRM Payroll Categories to Tax Remuneration Categories (as defined for Filing)
[7128] SETTINGS > Payroll > Tax Setting - Allow End-user to specific Tax Filing By Division/Department
[7159] REPORTS > Payroll Summary > General Ledger Details - Change report orientation from Portrait to Landscape
[7160] SETTINGS > Payroll > Income, Deduction, Employer Contributions, Job Code - Increase the GL Code length
[7167] REPORTS > Employee Profile > Immigration - Improve Immigration reports layouts
[7170] SETTINGS > Payroll > Paystub/Pay Cheque - Add a new setting for Show Job Code
[7175] PAYROLL > STEP 6 : Reports > Pension Contribution - Calculate re-payment value in Britcay (Cayman) Pension Export
[7180] SETTINGS > Reminders > Reminder period: Change Employee First Permit issued date duration from 6 yrs to 8 yrs to calculate employee final work permit before expiry
[7264] PAYROLL > Show Processed, Unprocessed and ReadyToProcess employee count in Payroll pages
[7289] PAYROLL > STEP 6 : Reports - Move Progressive Payroll Tax Report and Tax Filing menu items under new parent parent item PAYROLL > STEP 6 : Reports > Payroll Tax
[7297] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Filing (Form PR1) - Add provision to delete the Tax Filing records
[7299] SETTINGS > Company > Document Categories - Enhancements
[7320] SETTINGS > Payroll > Tax Settings - Add provision to Edit the categories
[7331] EMPLOYEE > Payroll > Deduction/Contribution Categories - When editing Health Insurance Category show prompt message directing them to EMPLOYEE > Payroll > Health Insurance to accomplish this task
[7380] SETTINGS > Payroll > Tax Settings - Default Filing By value to Company when Filing Entities are not set or missing
[7382] SETTINGS > Payroll > Tax Settings - Provision to Edit Name in Tax Filing Entities

Bug Fixes

[5522] Redirection or Back to Home button is required in PageNotFound error response page
[5718] SETTINGS > General > Default Values – New Employees - Not all field values getting saved
[6069] Employee search: On resetting employee advanced search options error page is loading
[6497] PAYROLL > STEP 1: Payroll Import: File extension validation is not working on import files
[6865] PAYROLL > STEP 6 : Reports > NIB Report - Showing duplicate Pay Years when Pay Year Start Date falls in same year for Pay Years defined
[6867] EMPLOYEE > Add New Employee > New Employee Wizard - Change First Permit issued and Passport issued/expired date ranges
[6888] Employee Basic Search - Non-employee user role configuration is not working to return employees
[6892] REPORTS > Employee Profile > Employee Disciplinary Report - Exporting the report is fetching different static sample data instead of actual data
[6897] PAYROLL > Void / Rollback Payroll Transactions - Issues
[6903] In PAYROLL pages, in-active departments and sub-departments are showing in multi select list control
[6908] PAYROLL > STEP 6 : Reports > Bank Deposit : Employee Bank Deposit Listing Report - Show blank report when user enters URL manually or selects from Search Pages
[6930] Newly created sub-departments is not showing in grid when logged-in by other than admin user
[6931] SETTINGS > Security > User Management - Getting error on changing User Name and Password same time
[6934] Analysis and change the CreatedByUserId column data type to int in Divisions table
[6960] PAYROLL > STEP 3 - Calculate Pay: Some of the employees are not marked as Ready To Process on saving all
[6966] PAYROLL > STEP 3 : Calculate Pay - Save All Issue
[6972] Dropdowns not populating with updated Lookup values due to cache
[6989] PAYROLL > STEP 3 : Calculate Pay - Employee Tax Calculation incorrect where employee's Annualized Earning is above Taxable Threshold (900,000)
[6990] PAYROLL > STEP 3 : Calculate Pay - Employee Tax Calculations involving One-Time Earnings are incorrect
[7021] EMPLOYEE > Self-service - Pay stub report is not loading
[7029] SETTINGS > Security > User Management - Random password is generating with invalid characters
[7040] PAYROLL > STEP 6 : Reports > Bank Deposit - RBC Export Type file Header and Detail section process date contains ddd instead of day of year value
[7062] Unable to login into application if Password or UserName contains combination of special characters
[7068] Employee payment amount is showing incorrectly
[7073] Employee Search Panel - Employees are not showing in order by Employee Name
[7074] PAYROLL > Void / Rollback Payroll Transactions - Filter employees based on logged-in user role configuration
[7081] PAYROLL > STEP 3 : Calculate Pay - Employee Tax Periodicity (No of Pay Periods in Year from HRM) in calculation does not account for several special scenarios that would affect calculation (impacts Weekly and Bi-Weekly employee's)
[7082] PAYROLL > STEP 3 : Calculate Pay - Employee Tax Calculation Start Date (Period Start) : The Start Date for the first period does not account for employee who begins mid pay period
[7083] PAYROLL > STEP 3 : Calculate Pay - Employee Tax Calculation Start Date (Period Start) : Special scenarios not accounted for in calculation (impacts Weekly and Bi-Weekly employee's)
[7085] PAYROLL > STEP 3 : Calculate Pay - Employee Tax No. of Periods (Tax - No. of Periods YTD) : Calculation does not allow for fractional/partial amount e.g. where employee's employment begins mid pay period ( Currently rounded up to whole number )
[7094] Payroll > Step 4 > Review - Payroll Exception/Detail Comparison report, not showing employees who have left
[7099] PAYROLL > STEP 2 - Hours Import: Apply Filter button is showing even though no filter controls are visible in page
[7111] Login page - See What's New link is not working
[7113] REPORTS > Payroll Summary > General Ledger Details - Unable to generate the report for single payment pay period due to incorrect dates validations
[7116] Nightly jobs > E-Mail reminder's - Place holders are not replacing with actual values on email sent to employee's
[7133] PAYROLL > STEP 6 - Reports > pay stub/cheque report - Duplicate pay stub/cheque reports are generating to the same employee when paid twice in same single payment period
[7134] PAYROLL > STEP 6 - Reports > pay stub/cheque report - Sum of YTD is showing incorrect if the employee is paid in same single payment period with same category
[7136] PAYROLL > STEP 6 - Reports > pay stub/cheque report - Hours and Rate is showing if employee is paid with single payment
[7146] EMPLOYEE > Profile > Reminders - Log-in user name(employee name) is showing in preview reminder template instead of selected employee name
[7151] PAYROLL > STEP 6 - Reports > pay stub/cheque report -Suppress the blank spaces and hide 'Net Pay' totals for single payment periods
[7154] 'Employee Work Permit - Renewal fees to be paid' email notifications are not sending through nightly updates
[7188] PAYROLL > STEP 3 : Calculate Pay - Error when adding category to any section without updating any section's existing category's overridden value
[7199] HRManager Automated Task - Daily Job Client is wrongly marking Scheduled Leave falling on full Non-Working day as Taken
[7214] Convert the scheduled Leave as Taken - skips Sundays when TAKEN button available on the HOME Page is used to mark the scheduled leave as TAKEN
[7221] SETTINGS > Payroll > Paystub/Pay Cheque - IE 11 Division settings are not getting refreshed for selected division
[7225] REPORTS > Payroll Summary > Payroll Earnings: Incorrect hours & rates are showing in report when more than one pay period fall in selected date ranges
[7241] SETTINGS > Security > User Management: Random Password emails are not sending when creating Non-employee User
[7245] SETTINGS > Payroll > Tax Setting : Edit - On row selection of Tax Filing Entities grid in edit mode the text boxes content text color becoming white making it invisible
[7251] PAYROLL > STEP 2 : Hours (Advanced Hours Import) - Duplicate Hourly Category Assignments
[7254] SETTINGS > General > Job Title - Typo issues in Import page
[7257] Progressive Payroll Tax link still available even though not assigned to User's role
[7268] SETTINGS > Security > Assign Pages to Roles: Assigned and Un-Assigned pages are not showing in alphabetical order
[7272] Tax Filing link still available even though not assigned to User's role
[7276] Including jquery.unobtrusive-ajax.min, jquery.validate.min, jquery.validate.unobtrusive.min js in the jqueryval bundle impacted button click event in some screens
[7283] Payroll > Step 1 : Payroll Import - When employee is getting de-activated through Employee Job History entry picking the Division,Department, Job Title from the sheet not the currently assigned
[7292] SETTINGS > Payroll > Tax Setting - Delete link button is not working in Employee - Taxable Employer Contribution Categories (Benefits)
[7305] PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Calculator - Usability issues
[7317] PAYROLL > STEP -1 : Payroll Import: Import Income and Deductions are not working due to case-sensitive for Employee Code
[7322] SETTINGS > Payroll > Tax Settings - Save button is not getting enabled on Recurring checkbox value toggled
[7334] SETTINGS > Payroll > Tax Settings - Type conversion issue on final save, when configuring newly created hourly wage categories under Taxable Hourly Income Categories
[7336] PAYROLL > STEP 2 : Hours (Basic) - Type conversion issue on Import Hours of at-least one employee assigned any newly created hourly wage category
[7345] BM Payroll Tax Calc in Payroll Step 3 not taking into account additional tax for Pension increase when a pensionable and taxable income category gets changed
[7392] PAYROLL > STEP 3 : Calculate - Employee Hourly Rate based category rates are rounded to 2 decimals instead of 4 decimals
[7399] Formula Update: Add the MIN condition when employee YTD earnings > 900k to cap Max tax deductible to $74k as per 2019 rates
[7402] BM Jurisdiction - PAYROLL > STEP 6 : Reports > Payroll Tax > Bermuda - Payroll Tax Filing (Form PR1) - Section C is showing employee count even though dividends are not paid or zero amount

Release Notes - HRManager 5 - Version 5.08.02

New Features

[6680] New Payroll Variance/Exception Report
[6766] PAYROLL > STEP 6 : Reports > Paystubs / Cheques - Custom Pay Cheque Report - Butterfield Cayman
[5233] PAYROLL > STEP 6 : Reports > Pension Contribution - Add Britcay (Cayman) Pension Export Format

Improvements

[6750] PAYROLL > STEP 6 : Reports > Default to current Pay Period on page load
[6845] PAYROLL > STEP 6 : Reports > Pay stub/cheque reports - Show division name in pay stub report
[6824] PAYROLL > STEP 6 : Reports > Pay stub/cheque Reports- Show 'Cheque Number' in employee list view control
[6697] PAYROLL > STEP 6 : Reports > Paystubs / Cheques - Allow for filtering of Employees by Jurisdiction/Division/Department
[5493] PAYROLL > STEP 6 : Reports > Paystubs / Cheques - YTD options on Paystub report driven by paystub configurations
[6741] PAYROLL > STEP x - Show Start, End and Cheque dates for selected Pay Period
[6768] REPORTS > Payroll Summary > General Ledger Details - Add Category Type field
[6809] REPORTS > Payroll Summary > General Ledger Details: Add a new column "JobCode GL code" to the report

Bug Fixes

[6638] EMPLOYEE > Self Service - "Export" is not working under Leave Request section
[6798] PAYROLL > STEP 3 : Calculate Pay - Employee Tax calculation returns zero (0) where Pay Period Start Date is earlier than the Tax Year Start Date
[6558] API - "Pay Rate" is getting saved instead "Salary Amount" for Salary through AddEmployee
[6573] API - "Salary Amount" is getting saved instead "Pay Rate" for Pay Rate through ReactivateEmployee
[6609] API - "TimeManager1" supplied through AddEmployee must be active
[6548] API - "WorkEmail" supplied through AddEmployee is not getting saved
[6571] API - Current Job Start Date is not updating to new HireDate(Reset to Rehire date) after reactivating employee through "ReactivateEmployee"
[6597] API - Days-off entitlement is not showing/updating if employee is created through "AddEmployee"
[6563] API - Not all categories are getting deactivated except severance and vacation pay income categories through "DeactivateEmployee"
[6547] API - Unable to add/re-activate employee through AddEmployee, ReactivateEmployee API methods, even though the active employee count in HRM not exceeded the license allowed limit
[6551] API - Unable to de-activate an employee with Payout Severance, Payout Untaken Leave supplied as TRUE through "DeactivateEmployee"
[6594] API - Vacation & Sick days are setting to "0" on Reactivate Employee API method
[6565] API - Vacation pay income is calculating wrongly through "DeactivateEmployee"
[6555] API - Wrong response statuscode getting returned on successful reactivation through "ReactivateEmployee"
[6553] API - Wrongly validatting when Rehiredate value is on or after deactivate date through "ReactivateEmployee"
[6062] Company Reminder Page: Company task type template should be open in edit mode in "Template Configuration" page on clicking edit button of reminder template
[6618] EMPLOYEE > Add New Employee > New Employee Import - Import Log indicating records with unhandled exceptions as "Successfully Processed"
[6605] EMPLOYEE > Add New Employee > New Employee Import - Unable to bulk-import employees with columns having certain decimal values
[6817] EMPLOYEE > Add New Employee > New Employee Wizard - Term Limit date is not reflected for the newly created employee
[6738] EMPLOYEE > Employee Electronic Documents - Error returned when downloading electronic documents or sending E-mail notifications from Nighly Job
[5922] EMPLOYEE > Profile > Employee Job History - Employee banner is not displayed
[6670] EMPLOYEE > Profile > Leave Request - Throwing an error on rejecting employee approved leave or approving the employee rejected leave
[6816] EMPLOYEE > Profile > Reminders - Application crashes on finding record(s) matching the filter criteria
[6562] EMPLOYEE > Profile > Security - Application is crashing on selecting employee created through APIMethod
[6728] Employee > Self-service > Employee Documents - 'Date' field changes are not captured in e-mail notification
[6785] EMPLOYEE > Profile > Security - Error on changing password
[6614] SETTINGS > Security > Security Policies - Foreign Key Constraint error while saving
[6779] HOME > Reminders > ScheduleLeave Reminder - Date column in grid view is showing current date instead of schedule leave start date
[6621] Incorrect date validation message is showing on add/edit of Blackout Period, Pay Year, Employee Payroll comments
[6699] NIB report is showing in menu for an employee even though employee role doesn't have access to the page
[6600] Password fields autocomplete is enabled
[6640] PAYROLL > Single Payment - Application is crashing on selecting employee who is paid with different check number on same date
[6819] PAYROLL > STEP 6 : Reports > Pay stub/cheques - Logo Not Appearing on Pay Stub (when application accessed remotely)
[6853] PAYROLL > STEP 6 : Reports > Pay stub/cheques - Pay stub report is not generating when company logo is empty
[6848] PAYROLL > STEP 1 : Payroll Import - Employee banner is showing for income, deduction, payroll data import screens
[6694] PAYROLL > STEP 1 : Payroll Import > Import Payroll Data - Dummy data in 2nd row is missing in EmployeeBankAccount sheet in Cayman jurisdiction "KY" template
[6635] PAYROLL > STEP 1 : Payroll Import > Import Payroll Data - Text color of "AccountType" column in EmployeeBankAccount sheet is not WHITE(optional field)
[6154] PAYROLL > STEP 2 : Hours (Basic): "Input string was not in correct format" error is throwing in importing hours(basic)
[6730] PAYROLL > STEP 3 : Calculate Pay - Employee Tax Deduction calculation incorrect for hourly paid employees
[6666] PAYROLL > STEP 3 : Calculate Pay - UI renders incorrectly, when the selected employee's hourly category's Division/Department/Jobcode name contains single quote(')
[6477] PAYROLL > STEP 3 : Calculate - Overridden values are not resetting after undo changes for Income, Deduction and Employer Contribution categories
[6641] PAYROLL > STEP 5 - Finalise: 'Next Check Number' should be optional for employees payment type is Direct Deposit and having bank account
[5213] PAYROLL > STEP 5 : Finalise - Duplicate cheque number for finalized payroll
[6591] PAYROLL > STEP 6 : Reports > Bank Deposits - The archived file of CNB export type is downloading to a TXT file
[6589] PAYROLL > STEP 6 : Reports > Bank Deposits - Generated files getting overriden when saved to same location
[6536] PAYROLL > STEP 6 : Reports > Bank Deposits - Sequence contains no elements error message is returned while generating files
[6664] PAYROLL > STEP 6 : Reports > Calculation Sheet - Wait screen loader is not hiding/closing after generating calculation sheet file report
[6576] PAYROLL > STEP 6 : Reports > Bank Deposit - Direct Deposit Identifier(RIM #) set as "0" in the generated CNB Deposit File for Company Bank Accounts, with RIM#s > 2147483647
[6855] PAYROLL > STEP 6 : Reports > NIB Report - Only the first 10 records are gettiing exported in the generated Excel file
[6830] PAYROLL > STEP 6 : Reports > NIB Report - Incorrect breadcrumb text
[6842] REPORTS > Log > System Logs - Incorrect breadcrumb text
[6806] REPORTS > Payroll Summary > General Ledger Details - Different category type records are getting merged, if Category name is same
[6663] REPORTS> Payroll Summary > General Ledger Report - 'Job Code' column is showing primary key value instead of job code description
[6705] Schedule Leave reminder notification is not sending through nightly jobs
[6711] SETTINGS > Attendance > Non-Working Day - UX/UI improvements
[6724] SETTINGS > Attendance > Vacation Request Settings - Time Manager2 and HR Manager values are not overriding Vacation Request Approval task recipients(TM2 & HRM)
[6147] SETTINGS > General > Template Configuration - Export file and Grid records not matching
[6661] SETTINGS > General > Template Configuration - Review all templates, correct typo's and remove unused templates which don't have any content
[6286] SETTINGS > Payroll > Hourly categories - 'Multiplier value' is showing instead of 'Category Name' in delete error message for referenced records
[6494] SETTINGS > Payroll > Hourly Wage categories - Correct the validation message for 'Multiplier Value' field
[6121] SETTINGS > Security > Assign tasks to Roles - Lengthy task names are showing as trimmed in assigned & un-assigned tasks list boxes
[6569] SETTINGS > Security > Security Roles Report - Application is crashing on "View Users Report" after an employee created through APIMethod
[6659] EMPLOYEE > Profile > Leave Request - Time Manager2 is receiving' Vacation Request Email' for approval even though requested leave does not exceed threshold

Release Notes - HRManager 5 - Version 5.08.01

New Features

[6542] Allow Access to Non-Employee Users
[6055] Enhanced support for multiple Bank Direct Deposit Types based on Company Bank Accounts
[6402] HRManager Automated Task - Add option to mark "Scheduled Leave" as "Taken"
[6143] HRManager Installer - Add Support of the Bahamas Jurisdiction
[5828] INTEGRATION - API - PHASE 1 - Add support for third-party access to basic employee functions and data
[6134] PAYROLL > STEP 6 : Reports > Bank Deposit - Support for Cayman National Bank Export Format
[6183] REPORTS > Payroll Summary > NIB Report: Bahamas Jurisdiction - National Insurance Board (NIB) - Support for Non-Hospitality Form C-10 Spreadsheet
[6292] SETTINGS > Payroll > Direct Deposit Banks - Provision to define export types to be excluded from Electronic file generation
[6020] SETTINGS > Payroll > Hourly Wage Categories - Support for override Employee Hourly Wage (based on Job Code)

Improvements

[5897] PAYROLL > STEP 2 : Hours - Import Hours via CSV file for advanced option
[5946] PAYROLL > STEP 3: Calculate - Provide additional information for Hourly Categories
[6417] REPORTS > Payroll Summary > NIB Report - Provision to download the NIB Report in text format(Old NIB Report file)
[5699] SECURITY - Improved user Authentication and Authorization
[6234] SETTINGS > General > Job Titles - Allow more than one Job Serial Number to be associated with a Job Title

Bug Fixes

[6063] EMPLOYEE > Profile > Employee Job History - Confirmation dialog not shown when selecting a Job History record for editing
[6383] Days Off Policy - SETTINGS > Attendance > Entitlement Plans & Policies - Error when trying to delete "Days Off Policy"
[6191] EMPLOYEE > Add new Employee > New Employee Import - Adding health Insurance scheme without providing "HealthInsuranceEmployeeContribution" results in assigned Employee Health Deduction rate being set to 0.
[6258] EMPLOYEE > Payroll > Categories - Employer Contribution - Rate and Limit values are rounding to two decimals
[6027] EMPLOYEE > Payroll > Categories - Hourly Wage - Incorrect Rate for Employee Hourly Category (Working Days Only)
[4831] EMPLOYEE > Profile > Attendance - Duplicated text appears in Notes field from copy/paste
[6018] EMPLOYEE > Profile > Days-Off Entitlement - Inaccurate attendance period after Attendance Year rollover.
[6249] EMPLOYEE > Profile > Journal - Displayed "Description" is truncated in the listing
[5944] EMPLOYEE > Profile > Reminders - Emails received with empty body
[5853] EMPLOYEE > Self Service - "Invalid string value in StrToByteArray" error message returned
[5937] Login Page > Forgot Password Link - Invalid forgot password link is sent to employee email address
[6425] PAYROLL > Single Payment - Throws "null value cannot be assigned to a member with type System.Int32 which is a non-nullable value type" error
[6474] PAYROLL > Single Payment - Unable to process single payment by non-employee user
[6516] PAYROLL > STEP 1 : Payroll Import > Import Payroll Data - Whitespace characters (including CR , LF, Tabs, Newline (\n)) in cell cause incorrect validation messages
[6461] PAYROLL > STEP 3 : Calculate Pay - "Pension %" deduction category overridden value is resetting to auto calculated value after clicking update
[5810] PAYROLL > STEP 3 : Calculate Pay - 'Conversion from string "" to type 'Decimal' is not valid' message returned on clicking save .
[5822] PAYROLL > STEP 3 : Calculate Pay - Deductions or Employee Contribution with Calculated Method with Range parameter returns Zero
[6411] PAYROLL > STEP 3 : Calculate Pay - Employee name selection is not functioning as expected in employee list with keyboard input
[6245] PAYROLL > STEP 3 : Calculate Pay - Hourly Wages Add - "Department", "Division" values are not filtered by jurisdiction
[6407] PAYROLL > STEP 3 : Calculate Pay - Unpaid leave via Deduction Category results in Inaccurate Pension Deduction Calculation
[6525] PAYROLL > STEP 6 : Reports > Bank Deposit - Generate files for CNB export type reports 9 digit routing # required instead of the expected 8
[6317] PAYROLL > STEP 6 : Reports > Bank Deposit - Generate files for export type ACH - Butterfield bank, batch header missing a character
[6263] PAYROLL > STEP 6 : Reports > Bank Deposit - Generate files shows only partial message if Bank Name contains "."
[6315] PAYROLL > STEP 6 : Reports > Bank Deposit - Generate files throwing error "Supply a password to use AES encryption".
[6254] PAYROLL > STEP 6 : Reports > Bank Deposit - View Report is not filtering the report information for the selected bank
[6532] PAYROLL > STEP 6 : Reports > Paystubs / Cheques - Deposit information sub totals are not grouped by currency
[6468] PAYROLL > STEP 6 : Reports > Paystubs / Cheques - Rate value is not shown for Pay Cheque report
[6413] REPORTS > Payroll Summary > NIB Report - Generated file showing entries for deleted "Monthly NIB CAP" parameter
[6403] SETTINGS > Company > Company Profile - Company Logo gets removed when Company Profile is updated
[5602] SETTINGS > Company > Jurisdictions - Jurisdiction Code can be duplicated
[6442] SETTINGS > General > Job Title - "The view 'Error'or its master was not found..." error message returned while saving data with fields containing HTML tags
[5806] SETTINGS > General > Template Configuration - Newly added template is not displayed in the list screen
[5711] SETTINGS > Payroll > Pay Years - Duplicate or Overlapping Pay Years allowed
[5926] SETTINGS > Payroll > Tax Adjustment - Unable to delete Tax Adjustment Entry
[5929] SETTINGS > Payroll > Tax Adjustment - Unable to enter negative numbers
[5801] SETTINGS > Reminders > Company - Page not displayed/rendered properly
[6097] SETTINGS > Security > Assign Pages to Roles - Pages (Un-Assigned & Assigned) not correctly displayed in Firefox Browser
[6095] SETTINGS > Security > Assign Tasks to Roles - Returns "Object reference not set to an instance of an object." Error message while saving.
[6385] SETTINGS > Security > Assign Tasks to Roles - Unable to remove assigned tasks for roles

Release Notes - HR Manager 5 - Version 5.07.02

New Features

[5160] Add support for Bermuda Progressive Tax
[5416] Add support for Bermuda CPF Calculation
[4571] EMPLOYEE > Self Service - Add automatic Notification to HR Manager/Admin when Self-service details is updated by employee
[5525] Implement "Non-Working" Days
[5704] Nightly Job - Allow user to execute job from within the application
[5488] SETTINGS > Attendance > Blackout Periods - Add multi select support for Applied To property
[5411] SETTINGS > Attendance > Non-Working Day - Add Import option for import bulk of Non-Working day records
[5501] SETTINGS > General > Checklist Task Reminder - Add Support for user-editable Email templates
[5486] SETTINGS > Payroll > General - Add support for ISO 20022 Direct Deposit Export Format
[5394] SETTINGS > Reminders > Reminder period - Add new reminder for Schedule Leave task type
[5680] SETTINGS > Security > Assign Pages to Roles - Provide configuration for enabling/disabling Self-Service sections

Improvements

[5639] Employee Hour Category - Display Employee Rate Description in listing and Add screen
[5344] HELP > About HR Manager - Add Updated On and Updated By
[5404] HRM Built-in Security Improvements
[4576] Improve session expiry: Provide imminent session expiry and expired notifications
[5547] Look and feel improvements - modern UI - new layout and page headers, company logos and employee details
[5600] SETTINGS > Security > Define Application Pages - Restrict editing of page file name

Bug Fixes

[5759] Employee > Profile > Days-Off Entitlement - Page crashed on Save, date conversion error
[5765] Employee > Profile > Days-Off Entitlement - Vacation and Sick hours are setting to "0" for new employee when "Attendance Period By" is set to Employee Hire Date
[5612] EMPLOYEE > Add New Employee > New Employee Wizard - Once new employee created successfully, dialogue window is disabled
[5770] EMPLOYEE > Profile > Documents : Add / Edit - Message header is not getting cleared
[5642] EMPLOYEE > Profile > Documents - Downloaded file is missing extension
[5375] EMPLOYEE > Profile > Documents Edit - Validation issues on Add/Update screen
[5693] EMPLOYEE > Profile > Employee Job History - Error: "Problem saving job history" message returned
[5739] EMPLOYEE > Profile > Leave Request- Inaccurate Email Notifications for Leave Requests
[5755] EMPLOYEE > Profile > Scheduled Leave - Multi Select checkbox (Grid) not selecting any entry
[5431] HOME > Daily Activity Report - Incorrect result retrieved when clicking view link
[5672] Nightly Job - Division by Zero Error
[5662] Nightly Job - Job does not complete (Infinite Loop)
[5389] PAYROLL > STEP 3 : Calculate Pay - Clicking on Save doesn't re-calculate payroll amounts
[5307] PAYROLL > STEP 6 : Reports > Health Insurance Contribution - Cancel button is not performing any action
[5517] PAYROLL > STEP 6 : Reports > Pension Contribution - SilverThatch Report (Export) returns "The wait operation timed out"
[5622] SETTINGS > Attendance > Entitlement Plans & Policies (Days Off Plan) - Changing Hours per work day is not updating Vacation/Sick values of assigned employee
[5678] SETTINGS > Company > Company Documents & Forms - Previously uploaded document downloads without extension
[5314] SETTINGS > Payroll > Company Bank Accounts - Missing Left Nav Menu Items
[5563] SETTINGS > Payroll > General - Application crashed when Severance values are not set
[5657] SETTINGS > Payroll > Health Providers - Total premium showing as 0 in the table, on adding health insurance schemes
[5550] Employee > Profile > Days-Off Entitlement - Vacation Accrued/Owed is not calculated as expected by the nightly job.
[5554] Employee > Profile > Days-Off Entitlement - Vacation Carried Forward is not calculated as expected
[5565] Employee > Profile > Days-Off Entitlement - Vacation Hours Allowed is not calculated as expected for newly created employee (Import)
[5552] Employee > Profile > Days-Off Entitlement - Vacation Hours Allowed is not getting calculated as expected for newly created employee (wizard)
[5552] Employee > Profile > Days-Off Entitlement - Vacation Hours Allowed is not getting calculated as expected for newly created employee (wizard)

Release Notes - HR Manager 5 - Version 5.06.03

New Features

[4837] Add new report for Disciplinary actions across employees
[4912] Add Setting that allows user to toggle Email Notification
[5247] Attendance - Add "Black-out" where vacation cannot be taken
[5353] Automate built-in company related tasks and reminders
[5028] EMPLOYEE > Self Service - Add Support for Employee Documents
[4248] HRM - Consistent Wait-screen across application
[5157] REPORTS > Employee Profile > Immigration > Immigration Fees - Add Projected upcoming expense and monthly spend
[5248] SETTINGS > Reminders > Categories - Add Multiple Recipients Option
[4727] User-Editable Email Notification Templates

Improvements

[4116] PAYROLL > STEP 3 : Calculate Pay - Restrict display of payroll details for "processed" Employees

Bug Fixes

[5212] EMPLOYEE > Add a New Employee - Throws error if Employee is assigned to Jurisdiction with no Special Pay Categories and Severance settings configured
[5140] EMPLOYEE > Deactivate An Employee - Severance Calculation returns 0 (Zero)
[5024] EMPLOYEE > Payroll > Wages - Pay Over-time flag ignored during PAYROLL > STEP 2 : Hours import
[5227] EMPLOYEE > Profile > Documents : Add / Edit - Change the required field validation message for Document Path textbox
[5231] EMPLOYEE > Profile > Documents : Add / Edit - Document category should be a required field.
[5223] EMPLOYEE > Profile > Documents : Add / Edit - Show red asterisks mark for required field control
[5225] EMPLOYEE > Profile > Documents : Add / Edit - Show required field validation message for the required field control
[5203] EMPLOYEE > Profile > Documents : Add / Edit - Uploaded documents fails when downloading
[5025] EMPLOYEE > Profile > General - Name update not reflected in the employee search list
[5234] HOME > Daily Activity Report - Type of Reminder filter not working as expected
[5200] PAYROLL > STEP 3 : Calculate Pay - Save All should not consider "processed" Employees
[5202] PAYROLL > STEP 3 : Calculate Pay - Save, Add Comments buttons visible depending on employee highlighted in employee list
[5308] PAYROLL > STEP 6 : Reports > Pension Contribution - Required fields are not marked with asterisk mark but validation messages is firing
[5309] PAYROLL > STEP 6 : Reports > SAP Report - Error is throwing on click on View Report button with out selecting required fields
[5123] REPORTS > Payroll Summary > Employee Payroll Listing – Employer Contribution Summary report heading requires a space in header text ‘ContributionCategories’
[5154] REPORTS > Payroll Summary > Payroll Earnings (Division and Department) - Multi-Selected Divisons or Departments are not accurately displayed in report header

Release Notes - HR Manager 5 - Version 5.06.02

Improvements

[4754] Applied HR 5 Theme to LoginPasswordReset.apsx page
[4867] Created Database Role to Manage Permission for DataImport users
[4864] HRM Crystal Reports Improvements
[4798] Login Page: Added Email delivery confirmation message on Forgot Password submission.
[4995] PAYROLL > Close Payroll Years - UX/UI layout improvements
[4882] PAYROLL > STEP 3 : Calculate Pay - Show validation message when a set "limit" is hit by a category
[5125] PAYROLL > STEP 6 : Reports > Bank Deposit - Prevent Grouping on Name On Account
[5005] Reminders - Automatic Email - Update formatting/content of email body.
[4998] Remove WebDAVModule from HRM web-app site
[5016] REPORTS > Employee Profile > Employee Listing - Removal of Division & Department from Employee Tenure(Stayers/Leavers) and Turnovers report

Bug Fixes

[4735] EMPLOYEE > Add a New Employee - Phone Number validation inconsistent across Employee Profile pages.
[3996] EMPLOYEE > Add a New Employee - Validation messages under Immigration Details of New Employee wizard are not cleared, when they become optional and left blank.
[4050] EMPLOYEE > Payroll > Health Insurance - User is not notified when Employee Deduction set to a value that exceeds Total Premium value
[5062] EMPLOYEE > Payroll > Wages - Employee Salary Income and Job Start dates are resetting
[5061] EMPLOYEE > Payroll > Wages - Update resets health deduction
[4832] EMPLOYEE > Profile > Attendance - Editing existing record results in "Requested hours exceeds the number of hours allowed."
[4851] EMPLOYEE > Profile > Employee Job History - Error thrown for Hourly Paid Employees when Salary Income Category is not assigned under Special Pay Category Settings
[4826] EMPLOYEE > Profile > Related Parties - Relationship Type dropdown keeps previous data
[4833] EMPLOYEE > Self Service - Duplicate Vacation entry crashes self-service page
[4799] LoginPasswordReset - Password Complexity is not consistent with other pages in the application
[4724] PAYROLL > Close Payroll Years - User is allowed to use existing closed-out Pay Year as New Payroll Year
[4996] PAYROLL > STEP 1 : Payroll Import - Change to "Hourly" Salary Period doesn't remove "Salary" special income category
[5022] PAYROLL > STEP 1 : Payroll Import - Imported csv files with blank lines reports as file validation failure.
[4701] PAYROLL > STEP 2 : Hours - Error "A column named 'xx' already belongs to this DataTable" thrown when Importing Hours
[4910] PAYROLL > STEP 2 : Hours - Last column data is not being imported
[5004] PAYROLL > STEP 2 : Import Hours - Importing Excel file other than .CSV causes the page to crash
[5065] PAYROLL > STEP 3 : Calculate Pay - Spread Pension Deduction calculation inacurate after applying update.
[5112] PAYROLL > STEP 5 : Finalise throws 'Conversion from type 'DBNull' to type 'String' is not valid
[5086] PAYROLL > STEP 6 : Reports > Paystubs / Cheques - Year-To-Date Income Category discrepancy
[4884] REPORTS > Calendar > Attendance - Discrepancies in report parameter validation messages
[4887] REPORTS > Calendar > Scheduled Leave - Date conversion error & irrelevant validation messages
[4889] REPORTS > Calendar > Scheduled Leave Export - Field names showing in validation messages are not matching actual report parameters
[4919] REPORTS > Employee Profile > Attendance Summary - Date format discrepancies
[5115] REPORTS > Employee Profile > Employee Listing - EmployeeSummary - Throws an error when View Report button is clicked
[4873] REPORTS > Employee Profile > Employee Listing - Several fixes applied
[4463] REPORTS > Employee Profile > Employee Listing - Turnover Report inaccurate when including reactived employees
[5121] REPORTS > Employee Profile > Employee Related Parties – Secondary phone field is not fully visible
[4897] REPORTS > Employee Profile > Immigration > Immigration - User gets Logon Prompt when exporting report
[4903] REPORTS > Employee Profile > Sick Entitlement History - Discrepancies in report header detail
[4908] REPORTS > Employee Profile > Vacation And Sick Entitlement Summary - Discrepancies in report header detail
[5117] REPORTS > Employee Profile > Vacation and sick entitlement summary - Net Vacation Remaining is not fully visible on view report
[4899] REPORTS > Employee Profile > Vacation Entitlement History - Discrepancies in report header detail
[5110] REPORTS > Payroll Summary > Payroll Earnings (Division and Department) - Earnings Division & Department Summary (Division/Department/Company) - Division names are getting repeated with no details
[5151] REPORTS > Payroll Summary > Payroll Earnings (Division and Department) - Earnings Division & Department Summary (Division/Department/Company) report - Grouping of departments is not considering it's Division
[4894] SETTINGS > Security > Assign Pages to Roles - Menu Item are visible contrary to Assigned Pages to Roles setting

Release Notes - HR Manager 5 - Version 5.06.01

Improvements

[4804] Add "EOR" at the end automatically, to the downloaded "PayrollImport" excel in Payroll Import
[4806] Add support for new bank account details using "PayrollImport" update excel
[4820] Apply uniqueness constraint "Bank Name + Account Number" for Employee Bank Accounts
[4796] Data Import Template - Add support for macro-enabled Excel - XLSM
[4660] Email Settings -> Add support for SMTP over TLS
[4808] Employee Bank Account sheet - Add comment to column "AmountOrPercentage" describing the type and format of value expected
[4625] Journaling Improvements
[4788] New Employee Count Licensing Levels
[4034] PAYROLL > STEP 2 : Hours - Import Hours Interface Changes
[4697] REPORTS > Employee Profile > Employee Listing - Employee Contact - Add Employee Work Email

Bug Fixes

[4538] CALENDAR - Saving the Attendance record throws error "Requested hours exceeds the number of hours allowed for the Attendance date"
[4766] EMPLOYEE > Payrol > Categories - Income - Inaccurate Salary rate for New employee
[4049] EMPLOYEE > Payroll > Health Insurance - Insurance Group validation does not fire when monthly premium value get changed
[4537] EMPLOYEE > Profile > Attendance - Add attendance screen shows a single date field instead of From date and To date
[4859] EMPLOYEE > Profile > Leave Request - Approval Controls not visible when editing newly created Leave Request
[4847] EMPLOYEE > Profile > Leave Request - HRManager Vacation Approval fails with error "... parameter '@HRManagerApprovalStatus', was not supplied"
[4812] EMPLOYEE > Profile > Related Parties - Validation behaviour not consistent
[4810] EMPLOYEE > Profile > Self-Service - Validation behaviour not consistent
[4811] EMPLOYEE > Profile > Self-Service > Emergency Contact - Validation behaviour not consistent
[4746] HRManager Login > Forgot Password ? - Returns "The SMTP server requires a secure connection or the client was not authenticated" when Mail Settings configured for TLS
[4794] PAYROLL > STEP 1 : Payroll Import > Import Payroll Data - HealthInsuranceProviderName and HealthInsurancePlanName only gets populated for the first row.
[4611] PAYROLL > STEP 1 > Payroll Import - Invalid Entries in Import files are not being reported to the user
[4609] PAYROLL > STEP 6 : Reports > Pension Contribution - Chamber of Commerce Export returns System.OutOfMemoryException error
[4677] PAYROLL > Step3: Calculate - Active employee name appears in RED during payroll run
[4463] REPORTS > Employee Profile > Employee Listing - Turnover Report inaccurate when including reactived employees
[4852] REPORTS > Employee Profile > Employee Listing reports showing "Login Prompt." on validation failure
[4844] REPORTS > Employee Profile > Employee Listing reports showing data on click of "view report" twice, if previous result had no data
[4698] REPORTS > Employee Profile > Vacation and Sick Entitlement Summary - Unpaid Sick and Unpaid vacation not being reported
[4819] REPORTS > Payroll Summary > Payroll Category - Payroll Category Report throws "Failed to open the connection"
[4745] SETTINGS > Payroll > Health Providers - Editing Insurance Scheme Returns Error message "cannot exceed it's Total Premium Amount"
[4762] SETTINGS > Payroll > Health Providers - Incorrect Currency field validation while adding new provider
[4699] SETTINGS > Payroll > HealthInsurance Provider - Shows inaccurate Total Premium Amount
[4763] SETTINGS > Payroll > Pension & Health - Inconsistent display of Mandatory flag in pension pages

Release Notes - HR Manager 5 - Version 5.04.03

Improvements

[4302] EMPLOYEE->Profile->Journal: Add timestamp to the 'Created On' Field
[4320] Modify Journal message to include previous entitlement
[4340] Leave Request: Update confirmation message and grid header Text
[4350] REPORTS->Employee Profile->Journal Reports: Change Date to entry date and Add Created On date with timestamp
[4354] EMPLOYEE > Profile > Personal Development > Training - Add Hours column to listing
[4356] SETTINGS > Attendance > Absent Reasons : Add / Edit checkbox label changed
[4359] Increase the default rows per page for grids/tables across the application
[4361] SETTINGS > Payroll > Health Premium - Make Premium types user-editable
[4368] PAYROLL > STEP 6 : Reports > Pension Contribution - Chamber of Commerce Pension Export now optionally displays Employee Earnings up to the Pensionable maximum income as configured.
[4369] PAYROLL > STEP 6 : Reports > Pension Contribution - Update Logo for Chamber of Commerce Pension report
[4376] New Employee and Payroll Data Imports - Add "Vacation Request Approver Information"
[4393] Leave Request - Update the validation error message for duplicate records
[4417] REPORT > Employee Listing > Employee Anniversaries - Add new fields
[4425] [Bahamas Jurisdiction] Make NIB Report display configurable through NIB field setting
[4438] EMPLOYEE > Profile > Personal Development > Training - Automatically schedule leave for training session.
[4442] Extend licensing options - Support new employee slabs
[4460] Licence key validation improvements
[4461] SETTINGS->License Key: Display all selected features
[4563] Employee > Add new Employee > New Employee Import - Allow for bulk update of connection strings inside Import Templates

Bug Fixes

[4052] Income/Deduction category with description "NONE" is editable
[4096] SETTINGS > General > Default Values – New Employees - Pay Frequency is being set
[4229] Employee Security Information - Special Characters Allowed for Username but disallowed at Login
[4242] Finalise Payroll PAYROLL > STEP 5 : Finalise - Next Cheque Number entered is ignored when generating Payroll Transactions
[4319] Deactivated Employee has vacation remaining after vacation payout
[4321] Additional and unwanted information on Salary appearing in Journal when there is a change in Employee Wages Page
[4345] EMPLOYEE > Employee Electronic Documents - Immigration Forms - Generated PDF files are uneditable in PDF Readers
[4347] REPORTS > Employee Profile > Vacation And Sick Entitlement Summary - varchar to datetime conversion error
[4352] EMPLOYEE > Employee Electronic Documents - Immigration Forms - adjust font sizes
[4355] Duplicate attendance records
[4358] EMPLOYEE > Profile > Personal Development > Training - Truncated Notes field
[4371] PAYROLL > STEP 6 : Reports > Pension Contribution: SilverThatch Report (Export) displays ID of Contributions Currency
[4402] REPORTS > Employee Profile > Employee Listing - Employee information missing under certain conditions
[4409] REPORTS > Employee Profile > Employee Listing - Employee Birthdays inaccurate
[4411] REPORTS > Employee Profile > Employee Listing - Employee Anniversaries inaccuate
[4413] REPORTS > Employee Profile > Employee Listing - Employee Anniversaries returns error message.
[4419] REPORTS > Employee Profile > Employee Listing - Employee Head Count Group By filter visibility issue
[4421] PAYROLL > STEP 6 : Reports > Pension Contribution - Cayman Islands Chamber of Commerce Pension export inaccurate for period spanning multiple payperiods
[4423] PAYROLL > STEP 6 : Reports > Pension Contribution - Cayman Islands Chamber of Commerce Pension export returns Error! message in spreadsheet
[4427] SETTINGS > General > Relationship Types : Add / Edit - Relationship Category dropdown list not updated after changes to Relationship Categories
[4437] SETTINGS > Payroll > Health Premium : Inadvertent update of Health Premium record after attempted deletion
[4440] SETTINGS > Attendance > Entitlement Settings : List - Attendance Year is coupled to Payroll Year when Attendance Period is set to Company Year
[4443] EMPLOYEE > Deactivate An Employee - Inaccurate Vacation Payout Calculation
[4445] PAYROLL > STEP 6 : Reports > Pension Contribution - Images inserted into Pension Export Excel Template are not rendered when report is returned as xls document
[4448] PAYROLL > STEP 6 : Reports > Pension Contribution - Excel circular reference warning message when no records are returned.
[4452] Inaccurate Vacation Taken on Scheduled Leave and Leave Request page.
[4454] SETTINGS > Company > Company Profile - Javascript errors, error message corrections
[4456] UI Fixes - Javascript Error: Unable to get property 'selection' of undefined or null reference
[4485] EMPLOYEE > Employee Electronic Documents - Unable to download Company Document Template in Chrome
[4541] EMPLOYEE > Profile > Scheduled Leave - Duplicate attendance log records created via Scheduled Leave
[4546] EMPLOYEE > Profile > Scheduled Leave - SaveScheduleLeavetoAttendanceLog does not redirect to Schedule Leave listing after succesful completion in Chrome
[4548] EMPLOYEE > Profile > Leave Request - Number of Days Requested displayed on Add/Edit screen inaccurate.
[4569] EMPLOYEE > Profile > Leave Request - Incorrect text message and number of days in the confirmation dialog box
[4577] SETTINGS > Payroll > General - Incorrect headers in Special Pay Categories and Severance > Severance grid
[4580] Employee > Add new Employee > New Employee Import - Inaccurate workweek specified in during employee creation/update
[4582] EMPLOYEE > Profile > Scheduled Leave - Confirmation prompt not presented to user when editing Taken schedule leave.
[4585] EMPLOYEE > Employee Electronic Documents - Application for the Grant or Renewal of a Business Staffing Plan includes deactivated employees
[4593] HR Manager Licence Key Information validation message corrections

Release Notes - HR Manager 5 - Version 5.04.02

Improvements

[3622] Configurable default values for mandatory fields in the employee setup wizard
[3987] Bulk Data Import Module Added - Support for New Employee and Payroll Data Import with Excel

Bug Fixes

[4035] Add a New Employee wizard - "Start Paying Pension"(Pension start date) is not getting stored.
[4331] PAYROLL > STEP 1 : Payroll Import Data Import - Employee Job History and Journal entries are not created
[4330] PAYROLL > STEP 1 : Payroll Import Data Import - Employee Name unchanged after Employee firstname or lastname changed
[4328] Employee > Add new Employee > New Employee Import - License validation fails

Release Notes - HR Manager 5 - Version 5.04.01

Improvements

[4068] Leave Request Module : Editable Work days.
[4160] EMPLOYEE->Payroll->Pay Rate Summary: Employee's Salary shown in the currencies of the Employee's Jurisdiction.
[4119] EMPLOYEE-> Employee Electronic Documents - support for "WORK PERMIT BOARD"(W2,W3) & "TEMPORARY WORK PERMITS"(T1) documents.
[4137] SETTINGS->Attendance->Entitlement: separate section for Mandatory Vacation summary report settings.
[4167] EMPLOYEE->Deactivate an Employee: confirmation message box for the severance and vacation payout checkboxes.
[4168] PAYROLL->Step3: Calculate - deactivated employees name to appear in Red colour.
[4196] DatePicker Control: Year Range changed to 100.
[4184] Updated message prompt box accross application.
[4108] Added 'Vacation Accrued' and 'Vacation Remaining based on accrued' based on the Attendance settings on the Self - Service, Leave Request and Scheduled Leave page.
[3966] SETTINGS > Payroll > Company Bank Accounts : Added "Bank" and "Alias".
[4171] Session timeout - redirect to login page when session is expired.
[4270] Updated copyright information.
[4272] Updated Blue Bison Logo.
[4251] Removed xp_sendmail dependency for SQL Server mail notification.
[4043] Modified RESSOP Deduction Report.
[4297] Removed default password from InitializeDatabaseUser.sql script

Bug Fixes

[4238] EMPLOYEE ->Profile->Employee Job History: Removed red asterisk mark from Supervisor field.
[4254] EMPLOYEE ->Profile->Employee Job History: Hide End Date field for the current Job.
[4257] EMPLOYEE->Profile->Attendance: resolved the issue in order to add multiple records for the same day.
[4162] EMPLOYEE->Payroll->Bank Account: Typo in Payer Account Tooltip.
[4177] Leave Request: User should not be allowed to make the request for 0 days.
[3970] Side menu not visible for SecurityRolesReport page.
[3971] Corrected Subject and Body for Test Email .
[4055] REPORTS->Payroll Summary->Custom Payroll Report: Bank List report - resolved the issue around the Payment currency.
[4057] REPORTS->Payroll Summary->Custom Payroll Report: Bank Cheque Register report - resolved the issue around the Payment currency.
[4064] REPORTS->Payroll Summary->Custom Payroll Report: Cosmetic changes.
[4067] SETTINGS->Attendance->Entitlemnet: unable to save 2 digit log code.
[4112] REPORTS->Employee Profile->Employee Listing: Employee Anniversaries deosn't show any data.
[4144] EMPLOYEE->Payroll->Bank Accounts: Add/Edit -> resolved the issue for blank Payer Account.
[4209] Company ->IsDefaultAccountPerCurrency - Default value should be 0.
[4211] Company ->IsAggregateIncomeByCurrency - Default value should be 0.
[4178] EMPLOYEE->Profile->Leave Request: SAVE and CANCEL button is not appearing when adding a new record after editing the existing record.
[3978] Fixed currency Delete functionality.
[4072] EMPLOYEE->Payroll->Bank accounts: Payer Account shows the previously selected data in ADD mode.
[4093] EMPLOYEE->Profile->Scheduled Leave: Incorrect Taken.
[4095] EMPLOYEE->Profile->Employee Job History: change in Salary currency does not get updated.
[4240] EMPLOYEE ->Profile->Employee Job History: Added validation for Start date and End Date field.
[4275] EMPLOYEE->Profile->Job History: Added validation for blank Salary field.
[4038] Fixed Employer NIB Number in NIB Report file.
[4250] Nightly Update Job steps fail due to SQL Mail errors.
[4252] Scheduled Task Reminders fail on Mail Errors.

Release Notes - HR Manager 5 - Version 5.03.04

Improvements

[3812] Direct Deposit Export - ACH - UI for DFI code.
[3774] Paystubs query optimization.
[3795] PAYROLL->Step6: Reports ->Paystubs/Cheques: Add "Select All" option.
[3708] PAYROLL->Step3: Calculate page - show 'Processed' next to the employee name once the employee payroll is processed.
[3828] PAYROLL->Step 6: Reports ->Bank Deposit: Change the Bank Name dropdown from Single Select to Multi select.

Bug Fixes

[3767] PAYROLL->Step4: Review -Employee shows up on the Income summary report but not on Earning Summary report.
[3793] PAYROLL->Step3: Calculate: Incorrect Employer Pension Contribution.
[3801] EMPLOYEE->Payroll->Bank Accounts: Editing employee bank account details without selecting a record, shows incorrect account name and account number.
[3672] Bank of Butterfield ACH: throws an error when Bank of Butterfield and DFI information for bank is not available.
[3756] Bank of Butterfield ACH Export - doesn't include Salary in HRM5.
[3738] REPORTS -> Payroll Summary -> General Ledger Details: overlapping GL code names.
[3744] EMPLOYEE -> Add New Employee: Immigration details: Remove the validation for the Permit Type 'None'.
[3743] SETTINGS -> Immigration -> Immigration Category: show a warning message when a category is edited.

Release Notes - HR Manager 5 - Version 5.03.03

Improvements

[3636] Modify the license feature for HRM5.
[3654] EMPLOYEE -> Payroll -> Wages: Email Paystub settings - show stored password as ********
[3655] EMPLOYEE -> Payroll -> Wages: Email Paystub Settings: update the tooltip for 'Email Password' button.
[3722] NIB Changes: Employee -> Add New Employee wizard, General Information page and Company Profile Page: Change Label to NIB Number.
[3723] NIB Changes: SETTINGS -> Company -> Company Profile: Employer NIB Number should consist of 9 digits not 8.

Bug Fixes

[1528] Settings -> Company -> Company Profile - Required field should display with red asterisk mark.
[1537] Settings -> Company - user gets navigated to Add page once clicked on the Edit button if no record is selected.
[1546] Payroll -> Single payment - Application crashes on entering an incorrect amount in the “amount” field.
[2147] Payroll Category Report - "Category" drop down is not sorted alphabetically.
[2415] EMPLOYEE -> Add new employee wizard - While registering an employee the user is not allowed to go back to the previous page by clicking on the "Back" button and Page tab.
[2586] EMPLOYEE -> Payroll -> Categories: Income/Deduction/Employer Contribution - Error message persists in Add/Edit page.
[2792] SETTINGS -> License Key - User is logged out if they click on the "Cancel" button, even if the license is valid.
[2826] Reports -> Payroll Summary -> Payroll Category - The validation displayed for the Start/End Date field is incorrect.
[2829] Reports -> Employee Profile -> Employee Listing - Start Date and End Date fields are not displayed with an asterisk (*) mark
[3443] SETTINGS -> Payroll -> Pay Years: change the date picker control.
[3481] SETTINGS -> Payroll -> Pension & Health: Miscellaneous Pension settings- Mark the mandatory field with red * mark.
[3644] PAYROLL -> STEP 4: Review: Add tooltip for currency dropdown.
[3652] PAYROLL -> STEP 6: Reports -> Pension Contribution: Pension Export throws error if Jurisdiction is not selected.
[3653] Employee -> Add a new Employee - Employee Bank Account Sequence number should start from 0.
[3657] Calendar: calendar grid should display dates only for selected month.
[3658] Employee -> Payroll->Deduction/Employer Contribution: editing fixed percentage throws an error message.
[3659] SETTINGS -> Security -> User Security Roles - Tooltip appears far away from the text.
[3696] EMPLOYEE -> Payroll -> Employee Bank Account: Pay split by percentage: Editing and saving the record throws an error.
[3699] PAYROLL -> Step 5: Finalize: throws an error if employee has only one default bank account.
[3745] Scheduled Job: modify the script to prevent it from going into infinite loop
[3712] HUB report - Fixed Excel error.

Release Notes - HR Manager 5 - Version 5.03.02

New Features

[3524] Employee->Payroll->Bank Account: Pay split by percentage
[193] Mandatory vacation summary report: Report to show name of employees who have taken/not taken consecutive leaves
[3532] Support for National Insurance Board - Bahamas (NIB - Bahamas)
[3542] Report to export employee's salary to excel

Bug Fixes

[2790] Settings > General> Check list - Task name is getting clipped
[3480] SETTINGS->Payroll->Pension & Health: Miscellaneous Pension settings- unable to check the checkboxes for mandatory pension contribution % and amount field
[3487] EMPLOYEE->Payroll->Attendance: validation not working for duplicate entries
[3489] EMPLOYEE->Payroll->Attendance: Add validation for number of hours allowed for the employees for the new entry
[3494] Discrepancy between a paystub and the Employee Payroll Earnings Summary report
[3555] Payroll->step 1 Import: Import Income: incorrect income amount on Step3: Calculate page
[3584] Pension & Special pay category settings -> newly created jurisdiction doesn’t show up in other screens in the dropdowns unless you re-login
[3605] Payroll > Deduction categories - Null Handling for GL Code column

Release Notes - HR Manager 5 - Version 5.03.01

New Features

[54] Support for Multi Jurisdiction
[3397] Support for Bermuda Immigration forms
[3412] Support For Jurisdiction's Immigration Form link

Improvements

[3442] REPORTS->Employee Profile ->Attendance Summary: Add 'Notes' field in the report
[3334] Add Help Document to various pages
[3472] Reports ->Payroll Summary - Payroll earnings: Rename the 'Hour' category to 'Hour/Unit'

Bug Fixes

[1958] Menu Navigation - User assigned to specific role should only be able to view the specific pages assigned to him/her
[2780] SETTINGS -> Security -> Assign Pages to Roles - page name is getting clipped in the list box
[2784] SETTINGS -> General -> Check Lists: Application crashes whenever the “Add” button is clicked after editing a record
[2791] SETTINGS -> Security -> Security roles report: Pages title and breadcrumbs are missing
[2815] EMPLOYEE -> Self Service -> Leave Request: Multiple breadcrumbs are displayed on the same page
[2825] REPORTS -> Payroll Summary -> Staff Costs: Even though "From Date" and "To Date" fields contain the same date, an error message get displayed once "Create" button is clicked
[2989] Employee Burden: clicking on Edit button without selecting any record opens up Add screen but doesn't save the data
[3253] SETTINGS ->Payroll ->Pay periods: copying and pasting pay period name removes old pay period
[3288] EMPLOYEE -> Electronic document: Immigration document - Multiple Immigration document names are appearing on the Immigration document section
[3317] PAYROLL->Step2:Hours - Page is crashing
[3319] Employee Search - 'Select All' checkbox is getting checked on once View Report button is clicked
[3320] REPORTS> Employee Payroll Settings -> Burden Cost ->Report is getting timed out due to stored procedure.
[3321] PAYROLL -> STEP 4: Review: Report is not displaying the data for Report Type 'Hourly Summary'
[3324] PAYROLL -> STEP 6: Reports -> Bank Deposit - throws error on clicking of generate File Button
[3325] Deactivation of Employee - Error if Vacation and Severance Income Category is not configured in Payroll settings
[3326] EMPLOYEE -> Electronic document - The data that is shown under immigration section is not filtered based on selected employee jurisdiction ID
[3331] Add New Employee - Remove Validation Message for field "Start Paying Pension" and "Pension End date"
[3346] SETTINGS -> Payroll -> Pension & Health: Typo in Add/Edit Page
[3348] Reports- Payroll Earnings, Custom Payroll Report and Pension Contribution : when employee search is filtered it throws required field validator message for the dates field
[3349] PAYROLL -> Step 6: reports-> Health Insurance Contribution : page is crashing if there is no employee in the employee search wizard
[3363] SETTINGS -> Payroll -> Income/Deductions/Employer Contribution/Hour categories - fix the tooltip alignment for all the checkboxes
[3366] All Pages -required field validator message appears on the screen if there is no employee in the Employee list box of Employee Search Wizard
[3374] Reports- Clicking on Search button sets the "Select All" to false
[3376] RESSOP Employer contribution - doesn't calculate contribution amount
[3378] Menu Highlight - Company Profile and Jurisdiction menu getting highlighted on page load of SETTINGS->Company
[3379] SETTINGS -> Company -> Jurisdiction : Extra space in the message text
[3380] SETTINGS -> Company -> Jurisdiction : Minor change in help doc
[3381] SETTINGS -> Company -> Jurisdiction : Add confirmation on deletion of Jurisdiction
[3382] SETTINGS -> Company -> Jurisdiction : "Local Currency" and "Default Payroll Currency" should be blank for Add page
[3383] SETTINGS->Company->Currencies: Handle "Is Pegged Currency" checkbox
[3384] EMPLOYEE ->Add new Employee - Consistent margins between each control
[3385] EMPLOYEE ->Add new Wizard -> Fix the Jurisdiction validation
[3386] Bank Account Currency -> Filter the bank account currency based on the Employee's Jurisdiction
[3387] SETTINGS -> Payroll -> Health providers : Premium type filter not working
[3388] SETTINGS -> Payroll -> Pension & Health Insurance : Change in layout
[3389] SEETINGS -> Payroll -> General : Change in layout for Special Pay Category and Severance
[3404] HELP -> About : HRM production version doesn't match with the HRM Sprint Number
[3418] REPORTS -> Employee Profile -> Employee Profile Summary: Fix the formatting of the report
[3421] SETTINGS -> Payroll -> Pay Periods: change the date picker control, Add validation & tooltip for each control and clear the Error message on new Add/Edit page
[3465] Employee -> Self Service: Leave Request: issue with the modified request
[3468] Journal entry doesn't keep track of the time when an Income, Deduction, Employer Contribution categories get assigned to an employee
[3469] Journal entry doesn't keep track of the time when an Income, Deduction, Employer Contribution categories get updated at employee level

Release Notes - HR Manager 5 - Version 5.02.01

Improvements

[3332] Reports 6: Paystub/Cheque - Increased the size of the company name label

Release Notes - HR Manager 5 - Version 5.2.0

New Features

[2832] Electronic Document - Provision to configure the templates.
[782] Provision to add new health insurance premium types

Bug Fixes

[2639] Fix the appearance of the "tooltip" on all the pages
[2752] Reports - Payroll Summary - Income & Deduction Category Report - Application crashes on selecting a pay year without a pay period.
[2824] Reports - Payroll Summary - Income Category - User is unable to view the Income Category
[2828] Reports - Employee Profile - Employee Listing - Error message for the date fields appear on the screen even though the reports doesn't have the date fields
[2901] Settings - Payroll - Health Insurance Providers: Unable to delete the premium types when no details are entered in the health provider screen
[2905] Employee > Payroll > Deduction & Employer Contribution: Annual salary field logic needs to be changed
[2907] REPORTS > Payroll Summary > Payroll Register Comments : The report shows comments added for other categories as well rather than the selected category only
[2917] Add New Employee -> Immigration section - Show Permit duration and Permit Fee payment Interval based on the Immigration Category Settings (SETTINGS->Immigration->Immigration category)
[2923] Settings > Payroll > Health Providers: Currency drop down is not disabled for the health provider assigned to employees.
[2925] Settings > Payroll > Health Providers: In Insurance scheme pop up the focus shifts from text field to drop down field.
[2929] Settings > Payroll > Health Providers: Changes in the premium amount does not reflect in the employee pages.
[2930] Settings > Payroll > Health Providers: A pop up is displayed to update all employees for a new insurance scheme
[2932] Settings > General > Electronic Document Configuration - Under Add Electronic Document template screen, the "Template Description" field is not displayed with an Asterisk mark even though the field is mandatory.
[2943] Settings > General > Electronic Document Configuration - In the Electronic Document Configuration page, the "[Supervisor]" and "[SupervisorPosition]" database field name displays incorrect data.
[2944] Settings > General > Electronic Document Configuration - In the Electronic Document Configuration page, an "[EmployeeID]" database field name is displayed instead of Employee Code.
[2952] Employee & Settings > Payroll > Health Providers: After updating a insurance scheme amount, the rate column in the Deduction & Employer contribution does not update.
[2961] Employee > Payroll > Health insurance: After changing to a new health Insurance provider the rates of the previous health insurer does not change
[2968] Unable to Register an employee after the changes made for immigration
[2976] Reports > Payroll Summary > Payroll category: Application crashes after selecting another category when a report is being displayed on the page.
[2986] Add new Employee: Validation message is displayed against hidden "Permit Fees Payment Interval” field
[2987] Add New Employee: Add red asterisk mark against the 2 new immigration fields
[2988] Settings > Immigration > Immigration Categories: Existing record is being replaced with a new record
[2745] When employee search yields no results, application crashes on browsing few pages

Release Notes - HR Manager 5 - Version 5.1.0

New Features

[1639] Settings > Payroll > Deductions - added support for "Calculated" type
[1640] Employee > Payroll > categories: Deductions - added support for "Calculated" type
[1896] Employer Contribution Category - added support for "Calculated" type
[1343] Added support for additional health insurance deductions
[1518] New Rate Lookup support - returns a rate based on range of values (used in "Calculated" type formula in deduction and employer contribution category calculations)
[878] Show Category Details for all the Divisions in the Payroll Earnings (Division & Department) report
[1641] Added new custom report - RESSOP
[1409] Direct Deposit Export – Added support for RBC, Cayman export format

Bug Fixes

[1302] Calendar: not displaying leave records when employeeID is not same as userID
[1372] Payroll Step 2 -> Enter Hours: not displaying grid of hours
[1413] Employee has incorrect sick entitlement after changes are made to the sick day policy for an entitlement plan
[1516] Remove Payroll Step 6: Reports -> GL Sheet
[1484] Calculate Pay - Incorrect validation for Mandatory Pension Contribution
[1807] Settings > Rate Lookup - Fix the Delete function
[1816] Settings > Rate Lookup - Application crashes on entering 6 digits numbers in Range field
[1814] Settings > Rate Lookup - Under Rate Lookup Values, 'No items available' text is getting displayed with pagination icons.
[1802] Setting > Rate look Up - Application Crashes on entering special characters in the Rate & range fields
[1809] Employee > Payroll > Employee Deductions - Application crashes on leaving Range field type blank or entering alphabets or special character
[1810] Employee > Payroll > Employee Deduction - Success message appears along with the error message
[1812] Employee > Payroll > Employee Deductions- Application crashes on entering a large number in the Range field type
[1781] Lookup Rate Menu Link changes
[1808] Settings > Payroll > Deduction Categories - Under Add/Edit Deduction Parameters dialog, the Yes/No option buttons are not displayed properly.
[1811] Settings > Payroll> Deduction Categories - Under Add/Edit Deduction Parameters dialog, inappropriate validation message is displayed for the Range field.
[1813] Settings > Payroll> Deduction Categories - Parameters from another category are bieng pulled in the new deductions category
[1815] Settings > Payroll> Deduction Categories - Under Deduction Categories section, the "Add/Edit Deduction Parameters" dialog gets closed when user hits the Enter button.
[1831] Settings > Payroll > Deduction Categories - User is unable to delete a Deduction Category which possess "Calculated" as the Calculation Method.
[1832] Settings > Payroll > Deduction Categories - Parameters present in one deduction category gets added in another deduction category.
[1833] Settings > Payroll > Rate Lookup - Under Rate Lookup Values page, while adding a rate value with multiple decimal points, Error page is displayed.
[1834] Employee > Payroll > Categories - Deduction - Parameter deleted from Settings-Deduction category still appears under Employee deduction edit page.
[1804] Payroll-Application crashes on editing the Life Insurance category assigned to an employee.
[1830] Settings > Payroll > Deduction Categories - User is able to save a deduction category, without any parameters present under Calculated tab.
[1806] Settings > Deduction Categories - Under Add/Edit Deduction Parameters dialog, the Save and Cancel button should be displayed appropriately.
[1842] Employee Related Party - Object reference error is displayed on clicking on the "Edit" button without selecting any record.
[1843] Employee Related party - 'Input string error" is displayed if data is not entered in the "Relation Category" & "Relation Type" fields.
[1803] Setting > Deductions - Strange / incorrect error message is displayed on entering an incorrect parameter name in the formula
[1805] Settings > Deduction Categories - Under Add/Edit Deduction Parameters dialog, an unnecessary tool tip is displayed.
[1870] Employee > Payroll > Employee Deductions - The age is not correctly calculated in the Age parameter of the deduction.
[1869] Reports > Employee Payroll Settings > Employee Payroll Summaries Report - The rate against the Insurance / calculated deductions are not displayed in the Employee Payroll Summaries Report.
[1471] Reports > Employee Profile > Immigration > Work Permit Expiration - In the date-picker Month/Year is not displayed properly.
[1739] Reports - Employee Payroll Setting - Employee Liability - Incorrect field Label
[1525] Payroll - Step 2 - Imported employees hours from CSV file are not displayed in the Step 3 of the Payroll process.
[1526] Payroll - Step 6 Reports - Pension Contribution Summary - Application Crashes on exporting report.
[1491] Payroll - Step 2 Hours - Page is displayed completely blank in the Advance import hours tab
[1523] Payroll - Step 2 - Employee grid goes blank on clicking on the "import hours” button.
[1902] Health Insurance Decimal Places Error
[1515] Reports - Employee Payroll Settings - Employee Liability reports - Wrong figures are displayed in the report for the Vacation Accrued field.
[1728] Payroll - Reports - Bank Deposit - Application crashes on clicking on the “generate” button
[1672] Settings - Payroll - Health Insurance Providers - Application crashes on not entering data in the premium fields
[1674] Settings - Payroll - Health Insurance Providers - One Dependent/Couple does not show any results in the Search page
[1583] Reports - Payroll Summary - Employee Payroll Register Comments Report - Application crashes on clicking on “View” Report button
[1544] Payroll - Step 6 Reports - Bank Deposits - Strange error on clicking on any button on the report
[1543] Payroll - Step 6 Reports - Bank Deposits - Strange error is displayed on the bank deposit report.
[1565] Payroll - Step 3 - Application crashes on changing pay period
[1468] Payroll - Payroll Import - Import Income Categories - Application crashes on importing Salary Component
[1490] Payroll - Import hours - Application crashes on hourly import if there is a mistake in the file
[1381] REPORTS -> Payroll Summary -> Employee Payroll Earnings (Division & Department) - Fix it to support multiple currencies
[1943] Employee -Payroll-Bank Deposit: Application Crashes if currency is not selected
[1944] Employee ->Payroll->Income Categories - Application crashes on leaving "rate" field blank
[1945] Employee ->Payroll->Income Categories -Application crashes on leaving Period field blank
[1946] Employee -> Payroll -> Employer contribution:-Application crashes on leaving "Increase Current Amount" field blank
[1950] Employee gets registered with future date in the "Date of Birth" field
[1951] Employee gets registered with different passwords in the "Password" & "Confirm Password" fields
[1952] System accepts Special characters in the Passport number
[1953] System accepts Passport Expiry date less than Issue date
[1948] strange error is displayed on the "Add new Employee" Screen
[1955] Employee ->Payroll->Pension - Application Crash on entering incorrect date i.e. 08/31/20336 in the date fields
[1957] Employee -> Payroll->Payroll Comments - Application crashes on not selecting data from "Type" & "Category" fields.
[1488] Payroll - Step 1 - No error message in the “import hours” page.
[1487] Payroll - Step 4 - The “Payroll Preview Reports” for the income type “Earning Summary” does not go beyond page 3.
[1457] Reports - Employee Payroll Settings - Employee Liabilities Report - The count of hours displayed under the column "Total Vac." is incorrect
[1740] Settings > Attendance > Entitlements - Under Attendance period section, on clicking the Employee button, Error page is displayed.
[1467] Reports > Employee Profile > Immigration > Work Permit Status Summary - In Work Permit Status Summary Report, Error message is displayed when user navigates to different pages using the page navigation buttons.
[2015] CALENDAR - Current date and border missing
[2016] CALENDAR - Remove 'Select' option from the "AbsentReason", "Division", and "Department" dropdown
[2029] RBC Direct Deposit - Debit and Credit totals are not equal
[1514] Payroll - Step 6 reports - Equity Plus - Wrong reports is displayed on clicking on “Equity Plus”
[2003] Employee > Profile > Scheduled Leave - Under Scheduled Leave page, user is unable to add a new leave record using the "Edit" button.
[2001] Employee > Profile > Scheduled Leave - Application crashes While adding a new leave record.
[1486] Payroll - Step 4 - Performance bonus of an employee is wrongly calculated.
[2105] While editing an Employer Contribution Category, with "Range Limited" as the Calculation Method, user is not allowed to save the entries unless the decimal place is removed.
[2104] While editing an Employer Contribution Category, with "Range Limited" as the Calculation Method, the value that was provided in the Upper Limit field is displayed in the Lower Limit field.
[2103] Under "Range Limited" calculation method, tool tip should be provided for "Lower Limit" and "Upper Limit" fields.
[2102] While adding an employer contribution with "Range Limited" as the calculation method, if no "Upper Limit" / "Lower Limit" is provided then on clicking the Save button, Server Error gets displayed.
[2100] Using the Edit button, user is unable to add a new employer contribution category.
[2116] Employer contribution typo issues
[1942] Employee - Leave conflicts details are not displayed
[1954] In the add leave section user is unable to back to the previous page by hitting cancel button.
[1587] Reports - Payroll Summary - General Ledger Details Report - Amount of each category is not correct as it adds USD & KYD without conversion.
[2156] Employee >Payroll> Deduction Categories if Fixed percentage category is added in "EmployeeDeductionParameter" then Rate value is not calculating and showing Percentage as Rate
[2154] Hiding the "Add Balance to Paystub" check box in Settings >> Payroll >> Deduction Categories if Category type is "Calculated
[1588] Report - Payroll Summary - Hourly Wage Summary Report - No error message on entering From date greater than To Date
[1492] Payroll > Step 6 > Reports > Health Contribution Summary - Fields are not marked as mandatory
[1193] Scheduled Leave Calendar report (REPORTS ->Calendar ->Scheduled Leave) gives "This group section cannot be printed because its condition field is nonexistent or invalid" error
[1956] Employee -> Payroll-> Health Insurance -Application Crash on entering incorrect amount i.e. 6.31.00 in the field
[1506] Reports > Employee Profile > Attendance Summary - Under Attendance Summary Report page, the validation for From/To Date field appears to be inappropriate.
[1635] Under Employee Listing Reports page, in Employee Search pane, the Employee Count is displayed as 0 by default.
[1697] Under Add/Edit Linked Document page, on clicking the "View/Change" button, user gets navigated to the Error page.
[1707] Under Journal Entry Type page, on clicking the Save button, Error page is displayed.
[1708] Under Journal Entry Type page, validations for Entry Type and Entry Date mandatory fields are not displayed.
[1567] Report - Payroll Summary - Employee Payroll Listing - Application crashes on on leaving the date fields blank
[1585] Reports - Payroll Summary - All Report - Mandatory Fields are not marked as mandatory
[1586] Reports - Payroll Summary - All Reports - Field name on the page does not match in the error
[2163] Under Self Service page , in Add new Leave Request screen, the Success text note does not get erased even though user clicks on the "No" button present within the Confirmation pop-up
[2165] Under Self Service page, in Immigration Information section user is allowed to provide a Passport Expiry Date prior to the Passport Issue Date.
[2169] Under Payroll > Import Income page, the validation message is not displayed for the text fields
[2166] Error message, unable to delete records, is still displayed even after selecting a new employee.
[2184] Settings - Payroll - Employer Contribution - Error is displayed on entering 3 digits in the percentage field in the "Range Limited" calculation method. (like 1000, 010 , 001)
[2196] Reports - Employee Payroll Settings - Employee Liabilities - "As of Date" field is not marked as mandatory even though it is required to generate the report.
[2195] Reports - Employee Payroll Settings - Burden Cost - User is able to view the report even though "End Date" is prior to "Start Date".
[2194] Inappropriate validation displayed for From and To Date fields.
[2167] Tool tips are displayed very far away from the fields in Leave request Form
[2168] Under Payroll > Hours page, on clicking the "OK" button, the Pay Period section appears to be blank.
[2161] Under Employee Discipline section, user is allowed to add a discipline record with a future date in the Date Raised field.
[2160] Under Employee Training page, the "Cost" field does not function appropriately.
[1510] Payroll - Step 6 reports - SAP - The page looks like the old application and is not in line with the changes in the new application
[1509] Payroll - Step 6 reports - SAP - Application crashes on clicking on “View Report” button in the SAP Sheet Report.
[1513] Payroll - Step 6 reports - Hub Export - The page looks like the old application and is not in line with the changes in the new application
[1489] Payroll Step 6 - Reports - Pension Contribution Summary - Application Crashes on entering incorrect date
[1465] Reports > Employee Profile > Immigration > Nationality/ Category Summary - In "Employee Nationality Summary Report", the Years of Service column depicts a negative value.
[2392] PAYROLL->Reports->Hub Export - Add validation for mandatory fields
[2417] System accepts Special characters in the Passport number
[2448] Input string error" is displayed if data is not entered in the "Relation Category" & "Relation Type" fields.
[2159] For "Employee Hired/Terminated" report type, the report is not displayed appropriately when Start/End Date possess the same value.
[2413] Employee gets registered with different passwords in the "Password" & "Confirm Password" fields
[2420] Strange error is displayed on the "Add new Employee" Screen
[2495] Bank Details does not show data which was entered during registration of new employee
[2638] Reports - Employee Profile - Employee Listing - User is able to view the report even though "End Date" is prior to "Start Date" which is inappropriate.
[2164] Employee > Self Service page > Leave Request section: employee name is displayed twice.
[2639] Fix the appearance of the "tooltip" on all the pages
[2650] Employee Deduction /Employer Contribution Category - Employee name is being displayed twice for percentage type category
[1466] Reports > Employee Profile > Immigration > Nationality/ Category Summary - In Immigration Status Report, certain space should be present between the report title and the column headers.
[1469] Reports > Employee Profile > Immigration > Work Permit Status Summary - In Work Permit Status Summary Report, while navigating to different pages, the "Enter Values" dialog displayed does not contain a Close(X) button.
[1495] Employee > Profile > Custom Fields - Data is not accepted as per the selected field type.
[1533] Settings > Company - Across the sub-category pages, the page titles displayed are inconsistent.
[1536] Settings > Company > Company Documents & Forms - Under Company Documents & Forms page, in the "Date" field, date-picker is not present.
[1538] Settings > Company > Company Documents & Forms - On clicking the View button, user gets navigated to the Error page.
[1575] Reports - Payroll Summary - Deductions Summary Reports - Total column goes outside the page
[1584] Reports - Payroll Summary - Employee Check Register Report - Application crashes on changing the date
[1594] Reports - Payroll Summary - Income & Deduction Category Report - "payroll period" stays selected even after removing "Pay year Period" & also it takes to the last selected value.
[1958] Menu Navigation - User assigned to specific role should only be able to view the specific pages assigned to him/her.
[2175] Reports - Payroll Summary - Employee Payroll Listing Report - Database connection windows is displayed on the report.
[2443] Under Self Service page, in General Information section, user is able to modify the Date of Birth field even though it is displayed as disabled.
[2515] While performing an employee search, after providing the mandatory details in the blank "Employee Immigration" page, on clicking the Save button an inappropriate validation message gets displayed.
[2516] Under Employee Immigration page, the data for "Job Serial Number / BSP#" is not displayed.
[2533] Report > Calendar > After double clicking an employee from the list the list scroll up to the top of the page.
[2554] Across the application, after selecting the header checkbox in the grid, on navigating to different page, the checkbox gets unchecked.
[2640] Reports - Employee Profile - Training Course Attendance - The "Training Course Attendance" report is not displayed appropriately as per the options selected.
[2646] Employee - Payroll - Pension - Missing Calendar control against the date field
[2666] Employee > Add New Employee: Filed on Page getrs misaligned when error message is displayed on entering mimatched password
[2740] Settings > Company > Jurisdiction: Colour of the Grid text and column heading is not like the rest of the application
[2741] Settings > Company : Blue bar is displayed over the grid should not present in the entire application
[2193] Report > Calendar > Attendance - Date Validation on the Attendance Calendar Report

Release Notes - HR Manager 5 - Version 5.0.0

New Features

[54] Multi-Currency Support
[182] Employee Job History shows "Created" and "Updated" details
[542] Payroll steps honor base currency and Employee payment currency setting
[566] Employee Journal includes name of user who made the change
[580] Improved Employee Leave Type report
[590, 604] Technical Upgrades (.NET 4.5.1, MVC5, Third Party Libraries)
[667] Improved error logging and system diagnostics
[742] Upgrade database send mail routines
[773] Redesigned Login Screen
[1195] User Interface Improvements
[1343] Add settings for additional health insurance deductions

Bug Fixes

[40] Provide Default Value for Bank Account Sequence Number
[106] Import hours report: Table header disappears
[125] Calculate Pay - too much scrolling
[136] Menu delay causing user difficulties
[141] Increase the size of the Hourly Wages table on the Calculate Earnings Screen
[207] Inactive Employee Bank Accounts require value greater than 0
[249] UpdatedOn/CreatedOn : capture time along with date when saving to audit tables
[791] Pay Cheque report displaying Pay Stub instead of Pay Cheque
[818] Calendar dropdown not displaying in IE9
[819] Calendar dropdown displaying 3914 instead of 2014 in Chrome
[872] Incorrect "From Date" on Work Permit Expiry report
[877] Employee Image Upload Fails in Chrome and Firefox
[879] Scheduled Leave and Leave Request pages crash when Notes field is too long
[931] Rounding off error in Pension Contribution report
[945] Employees' days-off entitlement not being updated while updating policies
[990] Add New Employee Wizard allows blank User Name
[1027] License manager errors are not logged properly
[1061] Remove Hire Date field from Leave Request form

Breaking Changes

Format of Payroll Step 6 -> Calculation Sheet report has changed
Custom Payroll Reports -> Net Pay Summary now displays deductions as negative values instead of positive values
Mandatory CurrencyID field has been added to all tables that store dollar amounts. This will potentially break integration scripts.
Dollar amounts are now stored in a particular currency (as defined by the CurrencyID field). Custom reports built outside of HR Manager can no longer assume that values are stored in KYD
Currency conversion rates have moved from the Company table to the CurrencyConversionRate table
QuickLinks section has been removed from the left-hand side of all pages

Release Notes - HR Manager 4 - Version 4.1.0

New Features

[130] Updated Immigration Documents (Work Permit Renewal and Business Staffing Plan)
[157] Generate random email paystub passwords for all employees
[198] Public Holidays by Jurisdiction
[423] Deployment and Setup Guide
[465, 501, 529] Improved Application Installer
[500] Improved handling of custom reports
[523] Automate creation / management of SQL Server Schedule Jobs
[547] Improved experience for creating a new employee
[572] Send password reset emails for all employees granted Self-Serve

Bug Fixes

[29] Next button not working on Crystal Reports toolbar
[31] Show previously selected employee in employee list when updating Calculate Earnings Page
[34] Move Job Titles menu item from Immigration Settings to General Settings
[35] Increase Employee Name Font Size in Selected Tabs List
[104, 176] User is randomly logged out of application due to session expiry
[124] Deactivating staff confirmation
[162] Adding New Employee not working
[196] Display message to user if database server is not accessible
[248] Employee Immigration Typo
[250] When entering scheduled leave for an employee and selecting the default work week including Sat and Sun, it still excludes them from the leave
[353] Employee Last Name Can Be Updated with Empty Value
[354] Immigration Dates Can Be Saved With An Invalid "Approved date"
[357] Reminders: "Mark as completed" validation message appearing when nothing has been selected
[358] Discipline editing is adding new entries
[360] Application crash when entering new bank account with no data in fields
[361] Application crash when adding payroll category - Hourly Wages
[362] Employee Listing Report Date Validation Issue
[363] Application crash when editing Absent Reasons
[364] Application crash when editing Public Holidays
[365] Application crash when adding Income categories
[366] Application crash when editing Deduction categories
[368] Application crash when removing Birthdate and saving it
[371] Calendar Icons Not Working On Advanced Search
[374] Application crash when user does not select Nationality on the Immigration Form
[375] Application crash when user does not select Immigration Category on Immagration Form
[455] Application crashes when accessing Employee Turnover report
[469] JavaScript errors due references to missing file
[477] Application crashes when accessing Employee Tenure (Leavers)
[478] Application crashes when accessing Employee Tenure (Stayers)
[479] Application Crash when Editing an Employee's Employer Contribution Categories
[496] Updated copyright information to Ignition Technology Group BVI Ltd
[556] Error saving Vacation and Sick Entitlement Settings
[584] Application crash in Security Roles settings pages
[656] Date Picker not working in IE9 and IE10
[692] Employee Listing – Employee Head Count report pulls incorrect data
[698] Layout issues in Custom Payroll report
[696] Employee Job History:- Application crash when saving changes
[718] Vacation and Sick Entitlement Summary report crashes
[758] Hourly Rate not being displayed on Pay Stub Report

Release Notes - HR Manager 4 - Version 4.0.60

Bug

[HRMFOUR-110] -Error when trying to open Scheduled Leave page
[HRMFOUR-111] -Self Service - Payroll - Salary Amount and Currency Amount
[HRMFOUR-264] -Paystub Report - wrong Currency
[HRMFOUR-265] -Earning Summary Report - Wrong USD amount
[HRMFOUR-266] -Pension contribution summary report -incorrect amount
[HRMFOUR-268] -Payslip - Variances between the YTD and Current period amount
[HRMFOUR-269] -Health Insurance Contribution Report - Incorrect Employee/Employer Contribution amount
[HRMFOUR-270] -Deduction Category Report - incorrect amount
[HRMFOUR-338] -Error while increasing the amount from Payroll Calculate page
[HRMFOUR-382] -Income Category Report - incorrect amount
[HRMFOUR-383] -Income Category Report - incorrect currency code
[HRMFOUR-385] -Deduction Category Report - incorrect currency code
[HRMFOUR-389] -Employee Head Count/Salary Report - Currency column not showing the selected currency
[HRMFOUR-396] -Payroll Earnings Summary Report - not showing correct amount when "payment currency" is selected
[HRMFOUR-453] -Hourly Summary report- Incorrect amount
[HRMFOUR-451] -OutOfMemory exception when viewing Employee -> General Information page
[HRMFOUR-463] -Redirect loop when referencing missing Scripts, Style sheets and Images

Release Notes - HR Manager 4 - Version 4.0.59

Bug

[HRMFOUR-871] -Error page while accessing Scheduled Leave
[HRMFOUR-872] - Unable to run the Employee Payroll Summary report
[HRMFOUR-873] -Bank details on report not matching with payslip
[HRMFOUR-874] -Scheduled Leave - Roistered Employee
[HRMFOUR-875] -Paystub Report: wrong amount

Release Notes - HR Manager 4 - Version 4.0.58

Bug

[HRMFOUR-864] - Leave Request: Hide the TimeManager2 and HRManager approval form if TimeManager1's status is PENDING

Improvement

[HRMFOUR-865] - Add "GO" to 2005.1.339Update.sql
[HRMFOUR-870] - Leave request: add the word "Calendar" to the confirmation message.

New Feature

[HRMFOUR-867] - Leave request :- 2 approvers
[HRMFOUR-869] - Payroll by Division

Release Notes - HR Manager 4 - Version 4.0.57

Bug

[HRMFOUR-852] - Report: Employee listing Report: Employee Birthday: not pulling correct data
[HRMFOUR-853] - Report : Calendar : Attendance/Scheduled Leave: seems to cut off on the 28th December 2012 rather than the 31st
[HRMFOUR-854] - Report: Sick Entitlement History: incorrect 'StartDate' and 'EndDate'.
[HRMFOUR-857] - Vacation Request: Delete button not working properly
[HRMFOUR-859] - Reports: Calendar: Scheduled Leave: Scheduled Leave date is not appearing on the report in case of half working day.
[HRMFOUR-860] - Reports: Calendar: Attendance: Page number does not appear
[HRMFOUR-861] - Vacation Request: send an email notification to TimeManager2 when he/she approves/rejects the request.
[HRMFOUR-862] - Vacation Request: Employee name does not appear on the vacation conflict report

Improvement

[HRMFOUR-855] - Vacation Request: change "vacation request" to "leave request"
[HRMFOUR-856] - Vacation Request : Confirmation message misleading
[HRMFOUR-863] - Vacation Request: add the actual approver name in the email notification and the journal.

Release Notes - HR Manager 4 - Version 4.0.56

Bug

[HRMFOUR-849] - Report: Employee Listing: Employee Head Count: Employee is missing from the list.
[HRMFOUR-850] - Report: Employee Payroll Listing: Employee Head Count/Salary: Employees list not sorting at all
[HRMFOUR-851] -Email Address Validation

Improvement

[HRMFOUR-845] - Remove the capability of editing or deleting Journal entries.

New Feature

[HRMFOUR-589] - Employee Name : FirstName LastName

Release Notes - HR Manager 4 - Version 4.0.55

Bug

[HRMFOUR-561] - Company Reminder: creating/editing reminders causes error page.
[HRMFOUR-707] - INTERNAL: Settings > Attendance > Entitlements
[HRMFOUR-809] - Training Courses : user interface changes
[HRMFOUR-810] - Report: Training Attendance : selection of
[HRMFOUR-811] - Settings: User security roles : self-service link
[HRMFOUR-813] - Payroll: Rounding Issue
[HRMFOUR-816] - Employee Self-Service : sorting data tables closes current view
[HRMFOUR-817] - Report: Sick Entitlement
[HRMFOUR-818] - Report: Vacation Entitlement
[HRMFOUR-819] - Training Categories: user interface changes
[HRMFOUR-827] - Immigration: not showing the "PR Fee date" or the "Status can be applied on date"
[HRMFOUR-828] - Time Approver change
[HRMFOUR-830] - Vacation Request: requesting days over calendar boundary not working.
[HRMFOUR-831] - Employee Self Service: Refresh the "Attendance Information" data grid when the change has been made in Vacation Request
[HRMFOUR-832] - Income Categories: Allow Income category to be deleted if it has not been used in Payroll
[HRMFOUR-833] - Payroll Rollback: Removes the "Currency Code" from the PayrollRegister.
[HRMFOUR-836] - Employer Categories: Remove 'G/L Code' validation
[HRMFOUR-837] - Employee General Information: Cannot drop the table error
[HRMFOUR-839] - Void/Delete Payroll transactions: View Report: throws error
[HRMFOUR-840] - Void/Delete Payroll transactions: View Report: Layout Changes
[HRMFOUR-841] - Vacation Request: controls not working
[HRMFOUR-842] - Custom: database server issues
[HRMFOUR-847] - Vacation Request: editing an entry with "Absent Reason" that is no longer in use throws error.

Improvement

[HRMFOUR-812] - Training: assign course to multiple employees
[HRMFOUR-814] - Report: Scheduled Leave Export : user interface updates

Release Notes - HR Manager 4 - Version 4.0.54

Bug

[HRMFOUR-800] - Hourly Wage Category: GL Code restricted to 5 figures.
[HRMFOUR-801] - Attendance page: showing error when trying to see the details of the attendance record.
[HRMFOUR-802] - General employee Information: Phone Extension.
[HRMFOUR-803] - Calculate Pay: 'TOTAL' of Income/Deductions/Employer contribution not appearing on the page.
[HRMFOUR-804] - Payroll Step 2: Hours: throws "Unable to find the specified file" Exception.
[HRMFOUR-805] - Employee not on Payroll Earning Summary Review report.

Improvement

[HRMFOUR-787] - Report: Complete Journal: does not show changes made to Income\Deduction\Employer Contributions categories.

Release Notes - HR Manager 4 - Version 4.0.53

Bug

[HRMFOUR-773] - Payroll Register: CurrencyId: derive historic data from Journal and Employee tables.
[HRMFOUR-774] - Employee Self-Service: category expansion not working in IE compatibility mode.
[HRMFOUR-776] - Vacation Request: approval email not sent.
[HRMFOUR-779] - Job Title: The BSP# is saved as -1 when left empty.
[HRMFOUR-782] - Paystub Report: Payroll Comments.
[HRMFOUR-783] - Vacation Request: email not sent when an entry is edited by the originator or approver.
[HRMFOUR-784] - Report: Employee Payroll Listing: Sort by Cheque Date.
[HRMFOUR-789] - Report: Employee Listing: Employee Tenure (Leavers): Last column not appearing in the report.
[HRMFOUR-790] - Report: Employee Listing: Employee Turnovers: Cosmetic Changes.
[HRMFOUR-791] - Payroll: Additional monthly payments keep coming up.
[HRMFOUR-792] - Report: Employee Listing: Employee Turnover - missing data.
[HRMFOUR-793] - Income Categories: Prevent duplicate income categories.
[HRMFOUR-794] - Income Categories: does not update all the employees with the new amount.
[HRMFOUR-795] - Attendance Summary Report: should be same as 'Attendance log' page.
[HRMFOUR-796] - Hub report: Income Category does not tie into HUB report.
[HRMFOUR-797] - Income category does not keep the cents portion into the fixed amount.

Improvement

[HRMFOUR-765] - Import Hours: select a file from a "Browse..." button.
[HRMFOUR-780] - Vacation Request: cancelling a new request or editing an existing request should take you back to the Vacation Request block.
[HRMFOUR-781] - Employee Self-Service: only show the "Save" button (and "Update Information" fieldset) when a change to data has been made.
[HRMFOUR-788] - Report: Employee Listing: Employee Tenure (Stayers): show the summary fields in report footer.
[HRMFOUR-799] - Employee Task Reminders: Email format.

Task

[HRMFOUR-738] - Custom: list users that have not changed their password.

Release Notes - HR Manager 4 - Version 4.0.52

Bug

[HRMFOUR-630] - Daily Activity Report: missing reminders (nightly updates).
[HRMFOUR-654] - Employee Job History: unable to view page for certain employees.
[HRMFOUR-655] - Attendance: Hire Date vs Company Year change.
[HRMFOUR-742] - Type: Scheduled Leave.
[HRMFOUR-756] - Role drop-down control is too narrow.
[HRMFOUR-758] - Show the BSP# next to the "Job Title" on the "Employee Job History" page.
[HRMFOUR-759] - Update label for "Job Serial Number (Business Staffing Plan number)".
[HRMFOUR-762] - Employee General Information: Unable to upload Jpeg image when compatibility mode is off.
[HRMFOUR-763] - IIS timeout.
[HRMFOUR-764] - "WOL" permit expiry reminders not appearing on the Daily Activity Report.
[HRMFOUR-766] - Payroll: Hours less than one are not being calculated correctly.
[HRMFOUR-768] - Vacation Request: validation on date format.
[HRMFOUR-770] - Employee Job History: unable to update Wages information for certain employees.
[HRMFOUR-771] - Application Version number not shown on About page.
[HRMFOUR-772] - Daily Activity Report not showing Scheduled Leave by default.
[HRMFOUR-775] - Report: Employee Payroll Listing: Employee Income Summary: losing report parameters for page 2 onwards.
[HRMFOUR-777] - Report: Employee Listing: losing report parameters for page 2 onwards.
[HRMFOUR-778] - Paystub: Hourly Income Categories not calculated correctly with USD/KYD exchange.

Improvement

[HRMFOUR-751] - Dynamic Menu
[HRMFOUR-757] - License Key expiry warning message: only show to administrators
[HRMFOUR-760] - Entitlement settings: layout changes

New Feature

[HRMFOUR-749] - Divisions: additional information recorded
[HRMFOUR-761] - Report: Employee Name | Job Title | BSP#
[HRMFOUR-767] - Place "Employee Self Service" navigation to Employee Menu
[HRMFOUR-769] - Report: Payroll Summary: combined Income and Hourly categories

Release Notes - HR Manager 4 - Version 4.0.51

Bug

[HRMFOUR-586] - Health Insurance Setup: Conversion and Setup
[HRMFOUR-616] - Report: Payroll Summary Earnings
[HRMFOUR-625] - Payroll: Calculate Pay: error when employer contribution rate = 0%
[HRMFOUR-750] - Departments: validation on creating/editing departments
[HRMFOUR-752] - Script not installing when using Database Update Tool
[HRMFOUR-753] - Pension Contribution: ability to enter a date range
[HRMFOUR-754] - Scheduled Leave - Scheduled (not taken not summing)
[HRMFOUR-755] - Employee General Information: Employee Image

Improvement

[HRMFOUR-584] - Passwords: Employee Security and SMTP

Release Notes - HR Manager 4 - Version 4.0.50

Bug

[HRMFOUR-682] - Report: Payroll Review: reports have a bug where no data is shown if the "Enter Hours" page is NOT saved.
[HRMFOUR-744] - Report: Payroll Earning Summary: last page of the report is cutting off the decimal when printed.
[HRMFOUR-745] - Employee Immigration: Approval Date to be optional.
[HRMFOUR-746] - Report: Custom: Payroll Earnings Summary.
[HRMFOUR-747] - Missing page: Appraisals.
[HRMFOUR-748] - Vacation Request: time approver/manager: conflicts in data table are wrong.

Improvement

[HRMFOUR-743] - Report: Custom: Payroll Earnings Summary - show the full GLCode(Divisioncode-DepartmentCode-GLCode) on the report.

New Feature

[HRMFOUR-726] - Employee Self-Service: add Scheduled Leave and all attendance log reasons to table display.
[HRMFOUR-730] - Employee Self-Service: add "Job Title" to the "Immigration Information" section.
[HRMFOUR-735] - Vacation Request: show calendar of employees within same department when adding request.
[HRMFOUR-736] - Sick days threshold email warning.
[HRMFOUR-740] - Report: Custom: Staff Costs.

Release Notes - HR Manager 4 - Version 4.0.49

Bug

[HRMFOUR-624] - Data Import/Migration: Variable Deductions are not imported.
[HRMFOUR-648] - Days Off Entitlement: Unable to change plan type for new employees.
[HRMFOUR-680] - Report: Payroll Earnings: Rounding is incorrect.
[HRMFOUR-709] - Vacation Request: editing an entry with "Absent Reason" that is no longer in use.
[HRMFOUR-717] - Prevent duplicate Deduction Categories.
[HRMFOUR-720] - Direct Deposit Bank Export Type : banks listing (cache).
[HRMFOUR-721] - Report: Pension: Page crash when setting the "Pension Provider" to "select" and pressing "Export".
[HRMFOUR-722] - Report: PayrollEarningSummary (Review/Finalized ): sort by income, deduction and employer.
[HRMFOUR-725] - Rollback of payroll.
[HRMFOUR-728] - Employee Self-Service: Error message should be in red (currently green) when entering incorrect details.
[HRMFOUR-729] - Preview Payroll: does not display Employee name whose net pay is 0 even when "process employees with a zero balance " is set to true.
[HRMFOUR-731] - Assign Pages to Roles: drop-down control and list order.
[HRMFOUR-734] - Calendar: filter names based on TimeManager1ID.
[HRMFOUR-741] - Employee Training: Approved By: full list of employees.

Improvement

[HRMFOUR-727] - Vacation Request: add URL link to email.
[HRMFOUR-737] - Vacation Request: prevent requests where excess days are to be taken.

New Feature

[HRMFOUR-724] - Report: Earning Summary (Review/Finalized): Report should be sorted with Salary on top

Release Notes - HR Manager 4 - Version 4.0.48

Bug

[HRMFOUR-702] - Attendance: deleting an item from the "Attendance Log" should delete the associated "Scheduled Leave"
[HRMFOUR-703] - Report: Employee Listing > By Department: "Employee Search" filter not effecting results.
[HRMFOUR-710] - Daily Activity Report: to only show employees who are associated to the TimeManagerID and do not show ALL reminders.
[HRMFOUR-711] - Daily Activity Report: Export not working.
[HRMFOUR-712] - Vacation Request: summary of days taken with public holidays is incorrect.
[HRMFOUR-713] - Vacation Request: unable to delete a test entry.
[HRMFOUR-714] - Vacation Request: duplicate entries are not allowed.
[HRMFOUR-716] - Report: Pension: export not matching application report.
[HRMFOUR-718] - Employee Job History: Problem in saving Job history.

Improvement

[HRMFOUR-719] - Pension Report: Chamber of Commerce: Selection of currency.

New Feature

[HRMFOUR-715] - Vacation Request: add timer/message whilst generating request.

Release Notes - HR Manager 4 - Version 4.0.47

Bug

[HRMFOUR-620] - Conversion: Health Insurance Setup - Wrong Insurer.
[HRMFOUR-627] - Payroll->Step 3: Calculate -Error in Page on Update.
[HRMFOUR-650] - Payroll: Overtime hours not being saved when payroll is done.
[HRMFOUR-651] - Pension not capping.
[HRMFOUR-666] - Calculate Pay: Hourly Wages: you must first delete the value when entering hours.
[HRMFOUR-688] - Employee Pension: wrong Employer Voluntary.
[HRMFOUR-689] - Pay Calculation: Pay calculation screen not processing records when save all is selected for no apparent reason.
[HRMFOUR-704] - Custom : Missing DLL after .NET framework v3.5

Improvement

[HRMFOUR-705] - Export latest Version of Office file based on Application Settings.

New Feature

[HRMFOUR-683] - Custom: Enter Hours: remove the "Import Hours" button removed.
[HRMFOUR-684] - Days-Off Entitlement: Rounding: switch on/off rounding capability.
[HRMFOUR-706] - Report: Custom: Payroll Earnings Summary - add "GL Code" to existing report columns.

Release Notes - HR Manager 4 - Version 4.0.46

Bug

[HRMFOUR-198] - Payroll: Employee change of division/department means category balances are not calculated correctly.
[HRMFOUR-652] - Payroll: Overtime duplicating on calculate screen.
[HRMFOUR-653] - Payroll: Overtime problems in Caluculate Screen.
[HRMFOUR-690] - Report: Employee Payroll Listing: throwing error.
[HRMFOUR-691] - Report: Chamber of Commerce pension report: wrong Employee and Employer Contribution percentage.
[HRMFOUR-696] - Vacation Request: popup notification for vacation entitlement not providing correct information.
[HRMFOUR-701] - Health Insurance: premium names consistency.

Improvement

[HRMFOUR-692] - Report: Chamber Of Commerce Pension Plan Template: change exchange rate to 1.20.
[HRMFOUR-694] - Employee Medical Insurance: user instructions.
[HRMFOUR-695] - Schedule Leave: enter time as decimal hours.
[HRMFOUR-699] - Online help: Health Insurance Providers.
[HRMFOUR-700] - Employee Attendance: enter time as decimal hours.

New Feature

[HRMFOUR-693] - Vacation Request: change the email subject to reflect whether it is Vacation or Business

Release Notes - HR Manager 4 - Version 4.0.45

Bug

[HRMFOUR-198] - Employee change of division/department means category balances are not calculated correctly
[HRMFOUR-602] - Custom Fields: error checking is missing
[HRMFOUR-670] - Vacation Request: Error page when no "SMTP Password" is set.
[HRMFOUR-677] - Days-Off Entitlement: stores NULL value if you put 0.
[HRMFOUR-679] - Report: PAYROLL EARNINGS (DIVISION AND DEPARTMENT): gives the same report for both the option.
[HRMFOUR-681] - Report: Payroll Earnings: report has no hours and rates. This is critical for overtime.
[HRMFOUR-687] - Calculate Pay: shows wrong pension percentage for some employee

Improvement

[HRMFOUR-667] - Scheduled Leave: entering duplicate dates
[HRMFOUR-685] - Payroll Earning Summary Report: put company name on the report.
[HRMFOUR-686] - Payroll earning Summary Report: Group the Finalized report with the same order as the review report

New Feature

[HRMFOUR-342] - Report: Employee Listing: Turnover
[HRMFOUR-661] - Vacation Request: add existing "Scheduled Leave" and "Attendance Log" entries for 2012 onwards as "Vacation Request" entries
[HRMFOUR-671] - Report: Employee Listing: Tenure (Leavers)
[HRMFOUR-672] - Report: Employee Listing: Tenure (Stayers)

Release Notes - HR Manager 4 - Version 4.0.44

Bug

[HRMFOUR-657] -Attendance: Include as Vacation Request type checkbox enabled after editing
[HRMFOUR-658] -Error when save all is selected on the calculate screen
[HRMFOUR-660] -Employee Job History: not saving details
[HRMFOUR-669] -Employee Self Service Module: Select Logged in user when role is "admin"
[HRMFOUR-676] -Employee Job History: EmployeeIncome.DivisionID should also be updated while updating the employee's DivisionID.

Improvement

[HRMFOUR-659] -Hourly Wages Category: change "Multiplier" to value and not drop-down
[HRMFOUR-663] -Hourly Wages Category: Show Description instead of ID value

New Feature

[HRMFOUR-656] -Vacation Request module: Limit the list of "Absent Reasons" available to use.
[HRMFOUR-662] -Attendance Log (summary): New "Add" button to be inserted before "Export" button
[HRMFOUR-668] -Documentation: Payroll

Release Notes - HR Manager 4 - Version 4.0.43

Bug

[HRMFOUR-590] - Crystal Report Viewer - Next page button not working.
[HRMFOUR-604] - Payroll Register MUST record "Payment Currency" (for historical reporting).
[HRMFOUR-605] - Payroll Register MUST record "Balance" (for historical reporting).
[HRMFOUR-622] - Invalid help text at read only fields.
[HRMFOUR-623] - Checklists: Error when Add button is selected for employee checklists.
[HRMFOUR-626] - Payroll-Step 2: Import Hours.
[HRMFOUR-628] - Payroll->Step 4: Review- No Employee to select from.
[HRMFOUR-634] - Setting: Payroll > Categories-Income-Save (Assign All) Error.
[HRMFOUR-636] - Settings: Attendance Absent Reasons: Can't edit.
[HRMFOUR-637] - Employee: deactivate.
[HRMFOUR-638] - Employee: reactivate.
[HRMFOUR-642] - Vacation and Sick Entitlement History: add new history record when changing values in "Days-Off Entitlement" page.
[HRMFOUR-643] - Employee Job History: Validation on "From Date" and "To Date".
[HRMFOUR-646] - VacationAndSickEntitlementSettings: clicking on 'Employee>>' button does not update employee table.

Client Support

[HRMFOUR-649] - Entitlement Plans page used to define workweek.

Improvement

[HRMFOUR-635] - Scheduled Leave: instruction text.
[HRMFOUR-639] - Settings: Attendance: Instruction text.
[HRMFOUR-640] - Employee Job History: Editing an existing record, doesn't get reflected in the notes: add instruction notes.
[HRMFOUR-641] - Employee Job History: grid order.
[HRMFOUR-644] - Employee Job History: hide the Sick and Vacation days (editable only through DayOffEntitlement page).
[HRMFOUR-645] - Report: Terminated Employees comes up empty (instruction text).
[HRMFOUR-647] - Attendance: change default view to "Summary".

New Feature

[HRMFOUR-412] - Attendance History: Vacation and Sick Entitlement History.

Release Notes - HR Manager 4 - Version 4.0.42

Bug

[HRMFOUR-609] - Vacation Request: error page when confirming request when no 'work email' is entered.
[HRMFOUR-610] - Vacation Request: the value for "Pending" should be the number of pending DAYS and not number of requests.
[HRMFOUR-614] - Attendance: historic data for Inactive employees not working.
[HRMFOUR-615] - "Stop running this script?" message when Employee Search contains large numbers of employees (> 700).
[HRMFOUR-629] - Vacation Request: Clicking "Edit" without ticking a category box generates an error message.

Improvement

[HRMFOUR-607] - Vacation Request: requester to be able to 'cancel' leave at any stage of the process.
[HRMFOUR-612] - Vacation Request: approvers to see the Scheduled Leave and action the leave.
[HRMFOUR-617] - Wrong DOCTYPE tag in pages.
[HRMFOUR-631] - Vacation Request: requester to be able to edit the 'FromDate' and 'EndDate'.

New Feature

[HRMFOUR-608] - Vacation Request: administrators require ability to edit/delete entries.
[HRMFOUR-632] - Vacation Request: add records in 'Journals' Table.

Release Notes - HR Manager 4 - Version 4.0.41

Bug

[HRMFOUR-576] - Employee Income Category: "Edit" with no category selected generates error message.
[HRMFOUR-580] - Define Application Pages: Page Order sort order reverts to default.
[HRMFOUR-581] - Typo: Reactivate Employee option.
[HRMFOUR-582] - Page information bar is duplicated.
[HRMFOUR-583] - Tool Tips: typo.
[HRMFOUR-587] - Employee Self Service Module: Paystub: error.
[HRMFOUR-591] - Master Page: pages that use "...NoLeftNav" master page are not working.
[HRMFOUR-592] - Report: Payroll Earnings Division and Department: date range in the heading.
[HRMFOUR-593] - Report: Payroll Earnings Division and Department: date range extended past pay period not showing correct data.
[HRMFOUR-594] - Maternity leave.
[HRMFOUR-595] - Enter Hours: There is no row at position 0.
[HRMFOUR-597] - Employee Job History: changing the Salary is incorrectly setting the LIMIT and BALANCE on the corresponding Income Category.
[HRMFOUR-598] - Report: Paystubs: error with employees being paid hourly with daily pay frequency.
[HRMFOUR-600] - Employee Job History: drop-downs are not listed alphabetically.
[HRMFOUR-601] - Employee Job History: inactive employees showing in the "supervisor" drop-down.
[HRMFOUR-603] - Employee Days off entitlement: error with Multiple Sick Days codes.
[HRMFOUR-606] - Report: Attendance Summary: Show Details: page returns an error.

New Feature

[HRMFOUR-455] - Module: Absence Request.
[HRMFOUR-509] - Module: ID Card Printing.
[HRMFOUR-588] - Report: Bank Deposit Listing : add company name, signature line(s) and date line(s).

Release Notes - HR Manager 4 - Version 4.0.40

Bug

[HRMFOUR-288] - Report - Employee Listing - employee filtering not working
[HRMFOUR-549] - Job Codes: to be used with Hourly paid staff
[HRMFOUR-550] - Report: Employee Termination: not filtering by department/division
[HRMFOUR-563] - Employee > Delete: is not reloading the employee list
[HRMFOUR-564] - Report: Payroll Earnings Division and Department: current inactive employees not being shown
[HRMFOUR-566] - Daily Activity Report: missing reminders
[HRMFOUR-567] - Employee Password
[HRMFOUR-570] - Data Import: data clean: Immigration Categories
[HRMFOUR-572] - Days Off Entitlement page error (NULL values)
[HRMFOUR-577] - Payroll: review pay: Job Codes not showing up (being grouped)
[HRMFOUR-578] - Days-Off Plans And Policies: Not Updating Plan for all the employees.

Improvement

[HRMFOUR-571] - Employee Job History: add new history
[HRMFOUR-574] - Scheduled Update Database Scripts: logging added
[HRMFOUR-575] - Employee Immigration: Add "Not Required" to the "Permit Status" and remove appropriate error checking
[HRMFOUR-579] - Attendance: entering duplicate dates

New Feature

[HRMFOUR-280] - Report: custom report - BSP#, Job Title and Associated Immigration Fees

Sub-task

[HRMFOUR-131] - Mass Salary update import
[HRMFOUR-132] - Mass Bonus update import

Release Notes - HR Manager 4 - Version 4.0.39

Bug

[HRMFOUR-548] - Task Reminder: Email not being sent
[HRMFOUR-551] - Paystub: generic: "annual salary" does not match salary if changed mid-pay-period
[HRMFOUR-552] - Employee Job History: not showing details
[HRMFOUR-553] - Payroll: Report: Employee Listing
[HRMFOUR-558] - Pension Contribution: create report based on dates as well as on payroll periods.
[HRMFOUR-559] - Employee Job History - change the order of a job history table.
[HRMFOUR-560] - Payroll: Report: Employer Pension Contribution does not match Employee Contribution (*)

Improvement

[HRMFOUR-266] - Updating scheduled leave should update attendance

New Feature

[HRMFOUR-480] - Report - Payroll - Client Specific - Net Pay Summary
[HRMFOUR-481] - Report - Payroll - Client Specific - Bank lists USD
[HRMFOUR-482] - Report - Payroll - Client Specific - Bank lists KYD
[HRMFOUR-483] - Report - Payroll - Client Specific - Bank Cheque Register USD
[HRMFOUR-484] - Report - Payroll - Client Specific - Bank Cheque Register KYD
[HRMFOUR-485] - Report - Payroll - Client Specific - Department Summary Report
[HRMFOUR-486] - Report - Payroll - Client Specific - Pension Medical Summary
[HRMFOUR-487] - Income Categories - update Salaries and Bonuses via upload of file
[HRMFOUR-555] - Pay cheques : custom layout

Release Notes - HR Manager 4 - Version 4.0.38

Bug

[HRMFOUR-286] - Immigration Forms : BSP Permit Renewal
[HRMFOUR-304] - Deactivate an Employee
[HRMFOUR-335] - Days-Off entitlement page shows payroll year days
[HRMFOUR-365] - Scheduled Leave export has Taken status swapped
[HRMFOUR-523] - Report - Pension - SilverThatch preview report does not match excel file (totals)
[HRMFOUR-525] - Report - Pension - CI Chamber of Commerce - missing data
[HRMFOUR-527] - Report - Vacation & Sick Entitlement - errors in report
[HRMFOUR-528] - Difference between Scheduled Leave and Attendance Log records
[HRMFOUR-529] - Job Start date updating erroneously
[HRMFOUR-530] - Attendance - Pro-rate on new hire
[HRMFOUR-547] - Electronic Documents - Bank Reference Letter shows wrong data

Improvement

[HRMFOUR-149] - Integrate new license manager
[HRMFOUR-428] - Daily Activity Report - default sort item and order to be stored
[HRMFOUR-511] - Employee Pay Rate Summary - show dual currencies
[HRMFOUR-524] - Report - Pension - SilverThatch sort order by employee name
[HRMFOUR-535] - Application Setting: Default Sort Order for Daily Activity Report
[HRMFOUR-537] - Electronic Documents - grouping by Immigration and Company

New Feature

[HRMFOUR-531] - Attendance Period data fields
[HRMFOUR-536] - Payroll File: First Caribbean

Release Notes - HR Manager 4 - Version 4.0.37

Bug

[HRMFOUR-502] - SilverThatch pensions report: USD and KYD currency conversion incorrect.
[HRMFOUR-506] - Pension export - settings and reports
[HRMFOUR-507] - Electronic Transfer not working
[HRMFOUR-508] - Pay Cheques no longer working
[HRMFOUR-517] - Report - Immigration summary - add Caymanians to list
[HRMFOUR-521] - CI Chamber of Commerce Pension : Total Contribution
[HRMFOUR-522] - Deactivation of employee with 'pay out severance' not working

Improvement

[HRMFOUR-505] - Update to the application Settings removes the currently set SMTP Password
[HRMFOUR-518] - Scheduled Leave - add "Convert.." button to allow record to be taken.
[HRMFOUR-519] - Pension and Health : instruction text

New Feature

[HRMFOUR-497] - Employee Search - Add "Job Title" and "Employee Code" as rollover text
[HRMFOUR-510] - Attendance - hours or days

Release Notes - HR Manager 4 - Version 4.0.36

Bug

[HRMFOUR-491] - Paystub (custom) - duplicate display line on some slips
[HRMFOUR-498] - Forgot Password - store email details under Application Settings
[HRMFOUR-501] - Employee Wages: update to the salary removes the currently set paystub password

Improvement

[HRMFOUR-490] - Payroll Pages open faster
[HRMFOUR-493] - Report - Schedule Leave export to Excel - change colours for better definition
[HRMFOUR-503] - Keep Details: tool tip help added
[HRMFOUR-504] - Image is not appearing on SilverThatchPension worksheet (added to .xlsx file in ReportsExported folder)

New Feature

[HRMFOUR-488] - Deduction Categories: add new field "Include balance on paystub"
[HRMFOUR-492] - Paystub - Show Hourly rate on payslips
[HRMFOUR-494] - Report - Pay Calculations (Review and Finalised) to include Employer Contributions and Hours/Rates
[HRMFOUR-499] - Payroll Comments - add ability to switch off administrator confirmation

Release Notes - HR Manager 4 - Version 4.0.35

Bug

[HRMFOUR-474] - Paystub - showing incorrect YTD values
[HRMFOUR-475] - Paystub - not showing Hourly entries that have a YTD amount but no current amount
[HRMFOUR-478] - Payroll - Calculate Payroll - errors with Employer Pension Contribution
[HRMFOUR-479] - SilverThatch pensions report - creation of Excel file
[HRMFOUR-489] - SilverThatch pensions report - columns are incorrect order

Improvement

[HRMFOUR-472] - Electronic Documents - save documents to ReportsExported folder and format general letters

New Feature

[HRMFOUR-457] - Excel spreadsheet with Schedule Leave (months as Excel tabs)

Release Notes - HR Manager 4 - Version 4.0.34

Bug

[HRMFOUR-467] - Attendance - adding a new entry uses todays date as start- and end-date
[HRMFOUR-468] - Electronic Transfer - Pension files to be saved in "\ReportsExported\Pension" folder
[HRMFOUR-469] - Report - Payroll Earnings - Error message: Cannot have multiple items selected in a Dropdown list
[HRMFOUR-471] - Security Role - some pages are being incorrectly accessed

Improvement

[HRMFOUR-426] - Report - Employer Contribution Summary - change format of report

Release Notes - HR Manager 4 - Version 4.0.33

Bug

[HRMFOUR-331] - Unable to delete unused pay periods
[HRMFOUR-459] - Scheduled Leave page showing wrong Vacation Taken and Net Remaining for some employee

Improvement

[HRMFOUR-460] - Tool Tips - default style changed and timing reduced
[HRMFOUR-464] - Paystub password

New Feature

[HRMFOUR-458] - Custom Paystub
[HRMFOUR-461] - Report - Employee Payroll Listing - Income (grouped by Employee/Department/Division/Category) (Payment/KYD/USD)
[HRMFOUR-462] - Report - Employee Payroll Listing - Deductions (grouped by Employee/Department/Division/Category) (Payment/KYD/USD)
[HRMFOUR-463] - SilverThatch pensions report

Release Notes - HR Manager 4 - Version 4.0.32

Bug

[HRMFOUR-417] - Scheduled Leave not being displayed when entry spans multiple months
[HRMFOUR-444] - Employee Self Service Module - standard - missing link on home page
[HRMFOUR-448] - Attendance - Employee details - sort by Date
[HRMFOUR-452] - Vacation & Sick Entitlement: printing/exporting
[HRMFOUR-453] - Schedule Leave - table not showing dates when entry spans year boundary
[HRMFOUR-454] - Schedule Leave - Calendar and Report - Should not show dates marked as Public Holidays

Improvement

[HRMFOUR-355] - Daily Attendance Log - logging attendance
[HRMFOUR-360] - Days to be rounded up for vacation balances
[HRMFOUR-425] - Report - Deduction Summary - change format of report
[HRMFOUR-438] - Employee Search - Change divisions and departments to multi-select lists
[HRMFOUR-440] - Report - Attendance Summary - Select multiple Absent Reasons
[HRMFOUR-441] - Report - Attendance Log
[HRMFOUR-445] - Employee Self Service Module - standard - add ability to change login password
[HRMFOUR-447] - Attendance Summary Report - details - sort by Date
[HRMFOUR-449] - Employee Self Service - Expand Collapse sections
[HRMFOUR-450] - Attendance - adding a new entry defaults with today's date

New Feature

[HRMFOUR-439] - Report - Employee Payroll Listing - Headcount and Salary
[HRMFOUR-442] - Report - Vacation & Sick Entitlement - include Unpaid Sick, Unpaid Vacation
[HRMFOUR-451] - Report - Employee Listing - Head Count

Release Notes - HR Manager 4 - Version 4.0.31

Bug

[HRMFOUR-436] - Self Service module - users to see only their own data

New Feature

[HRMFOUR-443] - Report - Income Summary - select Income Category(ies)

Release Notes - HR Manager 4 - Version 4.0.30

Bug

[HRMFOUR-433] - Report - Employee Attendance - Scheduled Leave incorrectly includes Public Holidays

Improvement

[HRMFOUR-434] - Electronic Transfer (Bank Deposit listing) : save file as PayCheque date

New Feature

[HRMFOUR-419] - Pension - export to csv file
[HRMFOUR-430] - Stores Inventory Control
[HRMFOUR-432] - Employee Self Service Module - standard
[HRMFOUR-435] - Report - Hourly Wages (including overtime)

Release Notes - HR Manager 4 - Version 4.0.29

Bug

[HRMFOUR-100] - Employee Wages & Settings Page: Setting Pay Period to "Select" and saving the page throws exception
[HRMFOUR-211] - When adding a child as a related party they do not need to have a phone number
[HRMFOUR-352] - Adding entitlement policies with same reason and annual period should not be allowed
[HRMFOUR-405] - Report - Payroll Earnings Summary - Preview does not match Calculation screen or Finalised report
[HRMFOUR-413] - Report - Company Totals not correct for Payment Currency
[HRMFOUR-414] - Health Insurance - Employee and Employer Contributions corrections
[HRMFOUR-416] - Report - Pension - incorrectly showing KYD and USD values
[HRMFOUR-418] - Report - Employee Payroll Earnings summary - company totals not accurate
[HRMFOUR-421] - Report - Health Insurance - showing only KYD values

Improvement

[HRMFOUR-79] - Relocation of Employee Journal types (Discipline and Training)
[HRMFOUR-408] - Employee Journal - online help
[HRMFOUR-409] - Pay Rate Summary screen notes and data display
[HRMFOUR-410] - Attendance Detail and Summary formatting
[HRMFOUR-420] - Report - Income Summary - change format of report
[HRMFOUR-422] - Report - standard paystub (YTD with and without) - updates to formatting

New Feature

[HRMFOUR-380] - Employee Training page added
[HRMFOUR-412] - Attendance History

Release Notes - HR Manager 4 - Version 4.0.28

Bug

[HRMFOUR-281] - Daily Activity Report - list only Employees under User Security Roles
[HRMFOUR-336] - Deduction/Income - Assign to All not working
[HRMFOUR-362] - Editing division then adding divisions overwrites divisions
[HRMFOUR-372] - Task Type dropdown in Employee Task Reminders not showing all task types
[HRMFOUR-393] - Employee Immigration - can save details without selecting a "Permit Fees Payment Interval"
[HRMFOUR-394] - Employee Attendance page not opening on 31-Dec
[HRMFOUR-395] - Employee Scheduled Leave page not opening on 31-Dec
[HRMFOUR-396] - Absent Reasons - prevent duplicate codes and validation of input criteria
[HRMFOUR-402] - Employee Qualification - unable to edit qualification
[HRMFOUR-403] - Payroll Close Years - remove paid categories
[HRMFOUR-404] - Report - Earnings Register - Income and Deductions Summary are incorrect
[HRMFOUR-406] - Unable to add new Days-off Policy to existing Plan

Improvement

[HRMFOUR-344] - Job Titles - tooltips added
[HRMFOUR-363] - Employee count under employee listing
[HRMFOUR-397] - Departments - tool-tips added
[HRMFOUR-398] - Division - Tooltips Added
[HRMFOUR-399] - Document Category - Tooltip added
[HRMFOUR-400] - Company Documents and Forms - Tooltips added
[HRMFOUR-401] - Email Groups - Tooltip added
[HRMFOUR-407] - Daily Activity Report - sort by heading titles

New Feature

[HRMFOUR-253] - Add a 'Taken' option next to the 'View' link on the Daily Activity Report

Release Notes - HR Manager 4 - Version 4.0.27

Bug

[HRMFOUR-392] - Employee Job History - page not showing due to ErrorMessage

Improvement

[HRMFOUR-391] - Success & Error message display more clearly at top of page following Save

Release Notes - HR Manager 4 - Version 4.0.26

Bug

[HRMFOUR-387] - Report - Hourly / Rate based income summary not showing decimal places for hours
[HRMFOUR-388] - Pension Begin Date not showing

Improvement

[HRMFOUR-389] - Payroll report labels for clarification
[HRMFOUR-390] - Void payroll - instruction text
[HRMFOUR-391] - Success & Error message display more clearly at top of page following Save

Release Notes - HR Manager 4 - Version 4.0.25

Bug

[HRMFOUR-31] - YTD Values not working on default paystub
[HRMFOUR-385] - Cannot process payroll if "Pay Period End Date" is same as "Pay Year End Date"

Release Notes - HR Manager 4 - Version 4.0.24

Bug

[HRMFOUR-338] - Income Categories - Balance and Limits incorrect
[HRMFOUR-368] - Spurious box on bottom left of page
[HRMFOUR-373] - Pension incorrect when Calculating Pay
[HRMFOUR-374] - Printing Paystubs/cheques - missing month
[HRMFOUR-375] - Cannot edit Employer Contribution Category
[HRMFOUR-379] - Reminder - Renewal Fees - only being generated on date of reminder i.e. no warning
[HRMFOUR-381] - Preview report does not match final Payroll Earnings Summary report following finalising payroll
[HRMFOUR-383] - Drivers Licence Expiry not appearing on Daily Activity Report
[HRMFOUR-384] - Payroll earnings report (division and department) does not include hours

Improvement

[HRMFOUR-376] - Pension Mandatory/Voluntary wording confusion
[HRMFOUR-382] - Employee List - moved to top of Employee Search frame

New Feature

[HRMFOUR-377] - Immigration Category - Fees Payable selection box added
[HRMFOUR-378] - Employee Immigration Category - Permit Fees Payment Interval added

Release Notes - HR Manager 4 - Version 4.0.23

Bug

[HRMFOUR-357] - Attendance log and summary - sick days not using From and To dates
[HRMFOUR-361] - Vacation Remaining incorrect on the "Days Off Entitlement" and "Attendance Summary Report"
[HRMFOUR-366] - Add new employee pro-rates sick
[HRMFOUR-367] - Deleting record from the Attendance Log does not update the attendance summary

New Feature

[HRMFOUR-359] - Days-off Entitlement show Sick based on Hire Date and on Company Year

Release Notes - HR Manager 4 - Version 4.0.22

Bug

[HRMFOUR-313] - Pay over-time in employee wages setup not saving
[HRMFOUR-326] - Attendance and scheduled leave From and To dates
[HRMFOUR-328] - Income Categories - remove validation for 'G/L code'
[HRMFOUR-329] - Scheduled leave (Not Taken) not showing correct figure
[HRMFOUR-330] - Void transactions list not showing all transactions for pay period
[HRMFOUR-333] - Immigration Category - not saving the IsPermitExempt field when creating new category
[HRMFOUR-337] - Attendance summary and detail switching
[HRMFOUR-338] - Income Categories - Balance and Limits incorrect
[HRMFOUR-340] - Deduction Categories: Remove 'G/L Code' validation
[HRMFOUR-348] - Complete Journal Audit Report
[HRMFOUR-350] - HUB Report department salary totals
[HRMFOUR-353] - Payroll Earnings (Division and Department) : CheckDate to PayPeriodEndDate
[HRMFOUR-354] - Paystub pension information incorrect

Improvement

[HRMFOUR-334] - Employee Pension dates being set based on Hire Date and on Date Of Birth
[HRMFOUR-339] - General Employee Information - page to show Employee name at top and reformat of display

New Feature

[HRMFOUR-351] - HUB Report - staff deductions

Release Notes - HR Manager 4 - Version 4.0.21

Bug

[HRMFOUR-60] - Cancel button not working on Attendance Add page
[HRMFOUR-290] - Reminders - showing duplicates (fee due date and expiry date)
[HRMFOUR-305] - Attendance and Sick periods inconsistent
[HRMFOUR-306] - Employee Wizard - not saving the Related Parties
[HRMFOUR-308] - Employee Checklist: attaching new checklist auto-Completes the associated tasks
[HRMFOUR-309] - Employee Checklist - "Completed?" field is not changing and stays at "Yes"
[HRMFOUR-311] - Assign Checklist not showing checklists already assigned
[HRMFOUR-312] - Enter hours procEmployeeHourCategoriesInsert IsDirect error
[HRMFOUR-314] - Custom Fields - page breaks when adding/removing custom fields to Employees
[HRMFOUR-315] - Remove Term Limit validation - Term Limit date can be before Permit Expiry date in some cases
[HRMFOUR-316] - Work permit Reference Number to allow text/numbers/characters
[HRMFOUR-319] - Bank deposit listing report errors
[HRMFOUR-321] - All paystubs (including custom) have additional sub-report
[HRMFOUR-325] - KYD values being shown on pay stubs where Employee Payment currency is USD

Improvement

[HRMFOUR-307] - On-line help added to form controls - using tooltips to display messages (General, Immigration, Attendance, Scheduled Leave, New Employee Wizard)
[HRMFOUR-310] - On-line help added to form controls - using tooltips to display messages (Security, Record Information)
[HRMFOUR-322] - Rename "Email" to "Email..." on the PayStubs page to warn user of confirmation page and add help details
[HRMFOUR-324] - Task category description for work permit renewal changed

New Feature

[HRMFOUR-318] - Report - Payroll Earnings Division and Department
[HRMFOUR-320] - Custom Paystub

Release Notes - HR Manager 4 - Version 4.0.20

Bug

[HRMFOUR-258] - NULL Health Insurance Policy Number
[HRMFOUR-299] - Pension YTD values not calculating correctly
[HRMFOUR-300] - About page showing double header information

Improvement

[HRMFOUR-303] - Task Reminder Category - remove "Reserved" tick box

New Feature

[HRMFOUR-186] - Ability to email paystubs

Task

[HRMFOUR-295] - WebService HttpCompileException

Release Notes - HR Manager 4 - Version 4.0.19

Bug

[HRMFOUR-278] - Immigration Category - can be exempt from Work Permit required
[HRMFOUR-279] - Employee Immigration - dates are not stored correctly when Permit Status is set to Submitted
[HRMFOUR-287] - Currently permit issue date and permit expiry date are the same
[HRMFOUR-292] - Job Titles - The filename is incorrect when Exporting the list of Job Titles
[HRMFOUR-293] - Employee Immigration - Nationality does not have to be the Country of Birth
[HRMFOUR-294] - Report - Burden cost report has errors when multiple employees are selected
[HRMFOUR-297] - Duplicate salary fields on wages and payroll settings page

Improvement

[HRMFOUR-159] - Employee Job History
[HRMFOUR-283] - Remove passport validation
[HRMFOUR-284] - Employee Immigration - Exempt Employee and Key Employee data
[HRMFOUR-289] - Job Serial Number (BSP#) should be blank for those employees who are not Work Permit holders
[HRMFOUR-296] - Employee Job History - create single entry in Job History for multiple changes e.g. Department, Division and Job Title

Release Notes - HR Manager 4 - Version 4.0.18

Bug

[HRMFOUR-214] - Scheduled leave cannot select the following attendance period
[HRMFOUR-250] - Sort DAR by date
[HRMFOUR-251] - Termination and Hire Date reports
[HRMFOUR-275] - PayChecks not displaying
[HRMFOUR-276] - Saving wage value issue

Improvement

[HRMFOUR-71] - Employee Listing Report Filter

New Feature

[HRMFOUR-57] - Cash Advance for one-off payments
[HRMFOUR-58] - Indirect/Direct Codes
[HRMFOUR-269] - Add validation to the Bank Account and Related Parties tab of the New Employee Wizard
[HRMFOUR-277] - Employee Listing Report - list Employee Name, ID, Division, Department, Job Title and Profession

Release Notes - HR Manager 4 - Version 4.0.17

Bug

[HRMFOUR-272] - Attendance and Scheduled Leave data does not Export
[HRMFOUR-273] - Scheduled Leave not being displayed when entry spans multiple years e.g. over Christmas/New Year
[HRMFOUR-274] - Earnings Summary Report not displaying

Improvement

[HRMFOUR-181] - Names of employee on pages

New Feature

[HRMFOUR-58] - Indirect/Direct Codes

Release Notes - HR Manager 4 - Version 4.0.16

Bug

[HRMFOUR-271] - Driver's license not saved when creating new employee
[HRMFOUR-164] - Employee Search not working correctly for new Security Roles

Improvement

[HRMFOUR-212] - Add Bank Accounts and Emergency Contacts to New Employee Wizard

New Feature

[HRMFOUR-270] - Employee Job History - new view page

Release Notes - HR Manager 4 - Version 4.0.15

Bug

[HRMFOUR-38] - Attendance Log Summary Period Selection
[HRMFOUR-267] - Daily Activity Report Not Listing in Chronological Order
[HRMFOUR-268] - Report - Employee Listing - By Division and By Department need date filters adding

Task

[HRMFOUR-254] - Create Master Batch File for scheduled tasks

Release Notes - HR Manager 4 - Version 4.0.14

Bug

[HRMFOUR-261] - Scheduled (not taken) value not updating when adding scheduled leave

New Feature

[HRMFOUR-57] - Cash Advance for one-off payments

Release Notes - HR Manager 4 - Version 4.0.13

Bug

[HRMFOUR-257] - Remove Default photos from installation
[HRMFOUR-260] - Deduction Category Report showing incorrect month value on report
[HRMFOUR-262] - GLCode in procDeductionCategoriesDetailsInsert is an INT not a VARCHAR(34)

Improvement

[HRMFOUR-34] - Attendance Period Dropdown Default Value
[HRMFOUR-234] - Payroll Summary report needs to show currency selection

New Feature

[HRMFOUR-176] - Payroll Earnings Report - Modifications

Release Notes - HR Manager 4 - Version 4.0.12

Bug

[HRMFOUR-238] - Release Notes page is missing an h1 closing tag
[HRMFOUR-240] - Employee Immigration is not taking in to account the Exempt Employee check box
[HRMFOUR-241] - Database Update Utility and Upgrade utility ordering database update scripts incorrectly
[HRMFOUR-242] - Employee Immigration Information error for submitted permits
[HRMFOUR-244] - Employee Name not updating on Health Insurance page correctly

Release Notes - HR Manager 4 - Version 4.0.11

Bug

[HRMFOUR-217] - Reactivating/Deactivating Employees
[HRMFOUR-237] - Unable to select Employees on Health Insurance page

Improvement

[HRMFOUR-191] - Income summary report - payment currency

Sub-task

[HRMFOUR-218] - Add Employee Name to reactivate employee page.
[HRMFOUR-219] - After reactivating an employee select employee in the employee list and display success message including employee's name

Release Notes - HR Manager 4 - Version 4.0.10

Bug

[HRMFOUR-216] - When adding an employee, wizard only asks for Home Email address
[HRMFOUR-220] - Change Home Page layout so that Daily Activity report is wider and less crowded
[HRMFOUR-228] - Overtime values for employees out by cents
[HRMFOUR-229] - Two different values being calculated for certain employees overtime
[HRMFOUR-230] - Duplicate line items in hourly categories for some employees
[HRMFOUR-231] - Partial payment of already deducted amount

Improvement

[HRMFOUR-235] - Application Settings Page and Table

New Feature

[HRMFOUR-56] - Supervisor/Assistant assigned by Job Title as opposed to Employee
[HRMFOUR-58] - Indirect/Direct Codes
[HRMFOUR-224] - Add Currency Filtering to Income and Deduction category reports

Release Notes - HR Manager 4 - Version 4.0.9

Bug

[HRMFOUR-123] - Income Category report year selection order
[HRMFOUR-165] - Date Picker erratic for Birthday Report
[HRMFOUR-223] - Report - Employee Profile Summary Report - Missing data
[HRMFOUR-226] - Term Limit date cannot occur before the current Permit Expiry date

Improvement

[HRMFOUR-125] - Deduction / Income Category Reports
[HRMFOUR-126] - Immigration Status Report ALL
[HRMFOUR-187] - Bank deposit listing export
[HRMFOUR-225] - Give the option in the Upgrade Utility to only upgrade the database

Sub-task

[HRMFOUR-156] - Attendance - Sick not being shown in the correct Attendance Period if accrued by employee hire date

Release Notes - HR Manager 4 - Version 4.0.8

Bug

[HRMFOUR-171] - Salary change resulted in employee having 2 salary income categories
[HRMFOUR-172] - Pension % not showing a value for employees in Calculate Pay screen
[HRMFOUR-203] - Electronic Documents

New Feature

[HRMFOUR-192] - HUB Report modifications

Release Notes - HR Manager 4 - Version 4.0.7

Bug

[HRMFOUR-37] - Attendance and Scheduled Leave Not Rolling Over
[HRMFOUR-44] - Reminder saved but not listed
[HRMFOUR-96] - No warning if employee has no bank account when finalizing payroll
[HRMFOUR-173] - Employee pension voluntary contribution % not showing
[HRMFOUR-174] - Donations / Refund / Medical
[HRMFOUR-188] - Finalize payroll error when zero balance
[HRMFOUR-193] - Voluntary Pension Value incorrect with overtime
[HRMFOUR-194] - Special Characters (hyphen) are not allowed in "Name of Account" field of Bank Account
[HRMFOUR-196] - Details missing from Employee Security Information page
[HRMFOUR-197] - Crash when displaying Scheduled Leave page when Approved By is not set

Task

[HRMFOUR-202] - Database Scheduled Tasks

Release Notes - HR Manager 4 - Version 4.0.6

Bug

[HRMFOUR-139] - Employee Immigration Information - Unable to save page
[HRMFOUR-154] - Upgrade Utility doesn't copy subfolders to install location
[HRMFOUR-162] - Payroll can be run more than once for the same pay period
[HRMFOUR-166] - Daily Activity Report - not showing automatic/triggered events
[HRMFOUR-169] - AttendanceLog notes field needs changing from 200 - 255 characters
[HRMFOUR-170] - NextAttendanceYearStartDate fix for active employees

Release Notes - HR Manager 4 - Version 4.0.5

Bug

[HRMFOUR-8] - Report - Employee Profile Summary Report
[HRMFOUR-81] - Employee profile reports/employee summary - error page
[HRMFOUR-144] - Application requires being installed in a subfolder
[HRMFOUR-145] - Daily Activity Report - Export
[HRMFOUR-147] - GL Report no longer working
[HRMFOUR-148] - If installed in IIS within a New Website, the system cannot access the crystal reports icons which are on the Default Website
[HRMFOUR-150] - Pension Settings Page enforces a pension end date
[HRMFOUR-152] - Daily activity report showing dates in the future
[HRMFOUR-153] - Employee task reminders (from view in daily activity report)

Improvement

[HRMFOUR-151] - Journal Report Formatting

Release Notes - HR Manager - Version 4.0.4

Bug

[HRMFOUR-39] - Updating days-off entitlement vacation allowed
[HRMFOUR-91] - Scheduled leave half days
[HRMFOUR-92] - Deductions and additions carried over from previous payroll
[HRMFOUR-97] - Crash if no Bank selected when adding bank account to employee
[HRMFOUR-115] - Vacation Carried Forward does not allow Negative values
[HRMFOUR-119] - Controls required to add and edit work permit start and end dates
[HRMFOUR-121] - About page working intermittently
[HRMFOUR-141] - Scheduled Leave: Taken value is only calculated from Allowed and remaining values, does not take into account Carried Over numbers

New Feature

[HRMFOUR-63] - Disbursements Import
[HRMFOUR-83] - New Report - Security Roles, Users and Features
[HRMFOUR-86] - Calculation Sheet, Assign to All and Spread Pension
[HRMFOUR-120] - Add Release Notes generated by build to the About page

Sub-task

[HRMFOUR-87] - Modify calculation sheet report
[HRMFOUR-88] - Assign All checkbox to income categories
[HRMFOUR-89] - Spread pension calculation

Release Notes - HR Manager - Version 4.0.3

Bug

[HRMFOUR-72] - Scheduled Leave Report not working correctly
[HRMFOUR-75] - Scheduled and Attendance days not matching
[HRMFOUR-85] - Update script needs to set SpreadPensionAdditionalIncome column in the Company table to false initially.
[HRMFOUR-93] - Medical deduction keeps coming out
[HRMFOUR-98] - Employee pension values may be incorrect
[HRMFOUR-99] - Pension is incorrect if Employee has unpaid time

Improvement

[HRMFOUR-76] - None Pay Period added
[HRMFOUR-77] - Zero balance needs to show on payroll

Task

[HRMFOUR-49] - Deduction and Addition Register Report added
[HRMFOUR-94] - Payroll inprocess hours

Release Notes - HR Manager - Version 4.0.2

Bug

[HRMFOUR-42] - Disbursements incorrect for some employees
[HRMFOUR-50] - Pension is not working as per HRM3
[HRMFOUR-53] - Pension Contribution Summary Currency Conversion
[HRMFOUR-59] - Security role still not seeing all staff within division and department
[HRMFOUR-62] - Pay rate summary rounding issues
[HRMFOUR-64] - Deduction amounts as set in the employee deductions are not showing up at payroll time
[HRMFOUR-65] - HourCategories.aspx - when trying to save hour category, GL code is required, but no error message given if left blank.
[HRMFOUR-66] - Changing additional/deduction categories before payroll finalized
[HRMFOUR-67] - About page not working
[HRMFOUR-82] - Unable to make bank account inactive or delete
[HRMFOUR-84] - Update in Calculate Payroll Earnings Pension Contribution %

Task

[HRMFOUR-47] - Timeout Problems

Release Notes - HR Manager - Version 4.0.1

Bug

[HRMFOUR-10] - Add httpPost to web.config to allow webservice to work on locked down versions of IIS
[HRMFOUR-12] - Conversion rate used in New Employee Wizard
[HRMFOUR-19] - Attendance and Scheduled Leave Period not calculating
[HRMFOUR-22] - Entitlement Settings - Unable to load page
[HRMFOUR-23] - Days Off Entitlement - "Vacation That Will be Earned This Year" vs "Vacation Allowed"
[HRMFOUR-28] - Save All is not saving all employees when Calculating Earnings
[HRMFOUR-30] - Some employees Scheduled leave showing as hours not days
[HRMFOUR-45] - Employee General Information is not displaying the correct Supervisor on page refresh after save
[HRMFOUR-46] - Security role without all page access cannot see daily activity report
[HRMFOUR-48] - Voluntary Deduction for some employees is being incorrectly calculated.
[HRMFOUR-51] - Attendance Setting issues for rehired employees
[HRMFOUR-52] - Supervisor and Assistant lists are not showing all employees on the Employee General Information screen.

New Feature

[HRMFOUR-1] - Place Security from Employee Information on separate page