Title: Release Note – Recruitlive – Iteration 31
Creation Date: 15 November 2016
Author: RL Team
Author’s Comments: None
|Created By||Testing Team|
|Reviewed By||Jai, Abha|
|Released On||25 Nov 2016|
Table of Contents
- Bank name should not contain any special character. 3
- Filter Standard Deductions for Client Level. 4
- Manage Umbrella Company Insurances. 6
- Allow to update standard deductions expiry date and upload of related documents, after placement is cleared for pay run. 12
- Contract Placements->Contract details: Multiple rate lines with same unit and type will not have contract start date as default effective date. 12
- Date validation added on withdrawal of placements: 14
- Contract Placement-View button added next to entity name to directly access umbrella company details. 16
Bank name across the application will be validated based on following setting.
If it is set to ‘Yes’, then it will validate the Bank name everywhere in the application. The Bank name field is allowed to accept only characters, digits, hyphen, space and period.
Edit Placement Screen -> Contract Placement Screen shot:
Admin -> BSB List -> Add BSB Screen shot:
Edit client Screen -> Company Info Tab Screen shot:
Admin -> Codes -> Library Codes (Standard Deduction Type) Screen shot:
“Show on client level” is added in Add / Edit Standard deduction type library codes screen.
Admin -> Codes -> Library Codes (Standard Deduction Type) -> Add code screen shot:
Admin -> Codes -> Library Codes (Standard Deduction Type) -> Edit code screen shot:
If “Show on client level” is selected as Yes while adding/editing standard deductions in admin->Library code section, then those standard deductions will be automatically added on edit Client-Company Info tab when Client Paying Insurances is set as Yes.
Edit client screen: The selective deduction types of insurances are displayed based on the show on client level value in Insurance deduction type section.
Edit Client -> Company Info Tab screen shot:
This feature is introduced to manage the Umbrella companies which pay for the Public Liability, Professional Indemnity and Workers Compensation type of Insurances and provide the supporting certificates for the Expiry Date. Now we have to update the respective documents and expiry date at client level only and they will get populated to placement level when selected as a Payroll company. When we update the documents and expiry date at client level it will also update it on all placements (which will be ending later to current date) wherever that client is used as Umbrella Company.
Add Expiry date and document at Client level if Client Pays Insurances
If client paying insurances is Yes at Edit client->Company Info Tab then user can select the applicable insurances and save value, expiry date and document against them. Notes are also stamped for the same.
Edit Client->Company Info Tab screen shot
Edit Client->Notes Tab screen shot:
Document type of documents which are uploaded for insurances cannot be changed in Manage Document window.
Document Management screenshot:
Insurance documents update on all placements.
If any documents are uploaded at client level for insurances then those will also get reflected at all placement’s standard deduction section, where client is set as Umbrella Company.
Document uploaded for Umbrella Company
Manage document view of client when document is uploaded
Same document will get uploaded at placement
Placement document view
Document list at client level for an umbrella company
Document list at placement level when Umbrella Company is paying Insurances is set at client level.
Auto populate umbrella company insurance details at placement level.
Select Umbrella Company at Placement -> Contractor tab and it will populate the expiry date and documents from Insurance details at client level into Standard deductions section of Placement for relevant insurances.
Edit contract-> Contractor tab: Select Entity Name screen shot
Insurance details of Umbrella Company at Client Level screen shot:
Standard deduction section of placement after Umbrella Company is selected.
4. Allow to update standard deductions expiry date and upload of related documents, after placement is cleared for pay run
Users having rights “Allow to update Deductions after clear for PayRun “can update expiry date of standard deductions and also upload document against them. No other update is allowed.
Following conditions should be full filled to enable user to update the deductions section after placement is cleared for pay run
- Placement should be cleared for pay run.
- User should have right
- The deduction line should be selected and Yes.
- Old Expiry date should exist and should be less then placement end date
- New expiry date should be greater than old expiry date
New expiry date and new documents will be updated in all extension placements also. Expiry date is updated in extensions only if its old value was same as that of the one updated.
Placement contract details snap shot
Entries about the same will we done in Audit Tab
An email to accounts team, sales form team and contractor care team will be sent about the update.
Message snap shot
5. Contract Placements->Contract details: Multiple rate lines with same unit and type will not have contract start date as default effective date.
Contract placement: When a Rate line is added for first time then the placement start date is filled as effective date, however if another line is added with same type (Standard/Overtime etc.) and unit (Hour/Day etc.) then this line will have effective date empty and user will need to fill it. This will ensure that user has to explicitly fill the date.
Edit Placement Screen shot:
If placement start date is changed and multiple rate lines of same type and unit exist, then effective date will be populated with new placement start date for only one entry per rate type and unit. Others will be made empty to prompt user to fill explicitly.
Contract placement->contract details screen shot:
System will not allow to save multiple rate lines having same type, unit and effective date.
Edit Placement Screen shot:
Validation Message screen shot:
If contract placement’s start date is before current date, then it can be withdrawn only if its end is also same as start date.
Contract Placement Screen shot:
Permanent placement can only be withdrawn if its start date is greater than or equal to current date.
Permanent Placement Screen shot:
Send Out Tab Screen shot:
7. Contract Placement-View button added next to entity name to directly access umbrella company details
If entity type is umbrella and umbrella company name is filled, then on click of view button it navigates to umbrella company details.
This view icon is only available when we have the entity type as : Umbrella Company
Edit Placement -> Contractor Tab screen shot:
|1||Pay rate/charge rate decimal values made same in sales form and on screen.|
|2||PO Follow up and Not supplied options on placement made inactive if PO require is NO.|
|3||Approval time in Timesheet live generated attachment is corrected.|
|4||Calendar control will have Monday as week start day across the application.|
|5||No validations will be fired in audit sales form process for Withdrawn placements|
|1||Matrix report for Europe users not rendering correct results due to Time zone issue|
|2||Entering gross charge rate in decimal is fixed|
|3||Leave balances not considering year-end balance.|