V1.4.7 Connect Release Highlights


Connect Release Notes

V1.4.4 Release Highlights:

New & Fresh Look of the Application:

We have redesigned and improved the usability of the product with a fresh look. In this process of improvisation, we have come up with a better UI and have standardised the UI of the screens to display the maximum information possible on each screen.

Left Menu will now be constant and respective icons are highlighted, when navigated to respective tabs. On Mouse hover, menu with labels are displayed.

Following are the major updates of the release:

1.     Document repository at one place with Sub Menus:

Sub Menus are implemented for Documents, which now takes you through the User Documents and Project PO Documents with fewer clicks.

Coming soon in the “Documents Sub menu”will be the Client/Vendor agreement Documents.

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So, from now on browse through all the document repository from one place.

2.     Documents – Approval Process:

Document approval process is implemented for the User documents and this is configurable setting for the document types from the Admin Settings.

Uploaded documents needs to be approved in case these settings are enabled for the respective documents types.

Admin Setting:

“Is Required” and “Verification Required” are the new columns added in “Document approvals” sections of Admin tab.

“Type” drop down isadded to differentiate the document types for different modules.

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Documents:

Documents uploaded under the Document types marked with “Is Required” and “Verification Required” will need attachment to be uploaded as mandatory and document to be approved.  Approve and Reject buttons are displayed for document types which have approval settings enabled.

Other Features included in Documents:

  • Save button is disabled, until attachment gets uploaded in user documents.
  • By default select project start date and end dates will not be displayed while uploading LCA document.
  • Immigration type is renamed as ‘Work Permit Type’ while uploading I9 document.
  • Document “Created By” and “Updated By” will be displayed in Documents list and also in Edit document.
  • An Auto triggered mail will be sent to the document uploaded user, in case the uploaded document is rejected.

3.     Projects:

Adding/removing activities to the existing projects will allow you to add/remove the activities for the respective User Projects.

A Confirmation pop up is displayed to the user on saving the Project activities, so with a click, the Project activities are applied to the respective User Projects.

4.     Work queue:

  • I9 with selected Work Permit Type will be displayed in work queue for user documents.
  • User name in Work queue is displayed as link and navigates the User to User documents tab of edit user screen.
  1. Clients/Vendors:

Contract type drop down is added to filter the Clients and Vendors. (Vendors are those with “Sub Contractor” Check box selected)

6.     Contacts:

Removed place holder ‘Mr/Mrs’ in title field and Added title column in contacts grid.

7.     Timesheets:

View user link is added in the timesheet grid and User Information slider isdisplayed with all user details.

And, small and not so small bug fixes.
Consultant:

What’s New!

V1.4.4 Release Highlights:

New & Fresh Look of the Application:

We have redesigned and improved the usability of the product with a fresh look. In this process of improvisation, we have come up with a better UI and have standardised the UI of the screens to display the maximum information possible on each screen.

Left Menu will now be constant and respective icons are highlighted, when navigated to respective tabs. On Mouse hover, menu with labels are displayed.

Following are the major updates of the release:

Documents:

  1. Sub-menuis implemented for the documents and user documents screenis displayed when selected the sub-menu.
  • User Documents

User Documents:

Documents and general forms are displayed in user documents tab.

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V1.4.7 Release Highlights:

Users will be logged out automatically after 20 minutes if the connect Application remains idle, we have handled it in much better way.

Replaced Drop Zone with Upload control in all the screens to overcome the drawbacks of the drop zone.

Notifications will be displayed when consultant uploads the document.

Following are the updates for this release and changes done in different Modules.

1. Home:

Recent Activities will be displayed based on role permissions.

2. Users:

Employee termination Process:

Terminate Employee check box will be displayed in only for staff tab and if selected that check box termination date field will be displayed with terminate button.

When clicked on terminate button, popup will be displayed with all the employee existing records which are not ended according to the termination date also you cannot  terminate that employee, If employee doesn’t have any existing records which should be ended you can terminate that employee.

3.Timesheets:

Pending Timesheets:

Preview of the email reminder is displayed when clicked on Send reminder in pending timesheets screen.

4. Insurance:

If user is in Waiver plan then we will not be allowed to add Health plan unless they inactivate the existing waiver plan, validation will be displayed.

If user is in Health plan then we will not be allowed to add Waiver plan unless they inactivate the existing Health plan, validation will be displayed.

5. Documents:

Two new columns Approved by and Rejected by  have been added in the documents grid.

Admin Setting: 

‘Workqueue’ a new column will be displayed in ‘Document Category’ section of the Admin tab. If the category is set as ‘Y’, one record will be displayed in workqueue as ‘Verification required’ if user uploads any document for that particular category and If the category is set as ‘N’, Verification required record will not be displayed in workqueue.

6. Invoice:

  1. Number of records will be displayed in status drop down beside each status of the invoice records.
  1. One drop down will be displayed in ‘To’ field with Mail1 and Mail2 values while sending invoice to the client and if user selects Mail 1, Client Email will be displayed in ‘To’ field and if select Mail 2 then client invoice mail will be displayed in ‘To’ field.

7. Clients:

  1. Existing client names will be displayed as a drop down on entering three characters in client name field and clicked on search button while creating client/vendor to eliminating creation of duplicate clients.
  2. New field is added as ‘Invoice mail’ while creating client/vendor.

8. Reports:

Added  ‘Category’ filter in User project report and the report will be generated based upon the selected category.

And, small and not so small bug fixes.

Consultant:

 Document:

  1. Sub-menuis implemented for the documents and user documents screenis displayed when selected the sub-menu.
  • User Documents

User Documents:

Documents and general forms are displayed in user documents tab.

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Product Specialist

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