2. Global Platform

Area

Change Details

Change Type

Menu

The menu has been re-designed to provide a more seamless user experience across all modules. Major changes include:

• Each module we now have a sub-menu for maintenance. So where a maintenance item belongs to a module it has been moved from the FO Maintenance into its relevant module. i.e. Time&Attendance see below;

Open

• Each maintenance item will be prefixed with a bubble containing the short term i.e. NT for Notification Templates.

Open

UI

Global/Profile

A new default setting has been added to the User Profile screen to define the Default Payroll Country. On opening the payroll module the system will default to the users default payroll country i.e. Australia, New Zealand or United Kingdom.

Should the user wish to change country they will select the country within the payroll module to change payroll countries.

UI

Global Maintenance

The Global Maintenance has been changed to incorporate any maintenance item that belongs to the platform or where it is shared across modules. These maintenance items have been now grouped into categories;

• Security

• Global

  • Group Notifications moved from Back Office.

  • Template has been renamed Merge Template.

  • Pay-Bill Email Templates - Email Templates for Payroll and Billing have been centralised to Global Maintenance and can be classified via type.

  • Conditional Variables - Have been centralised to Global Maintenance.

  • Reasons Codes - Have been centralised to Global Maintenance for all reason types.

  • Hierarchy - Previously the Back Office had a configuration area called portal maintenance that was country driven. This has been moved under the global hierarchy/country maintenance.

• Questionnaire – Moved from Back Office

• Currency - New

• Document Designer/Format Groups – Moved from Back Office

UI

Global Maintenance / Currency

The FT360 platform now supports currency exchange for representing alternative currencies on invoices and payslips. This feature has no impact on a client’s current configuration and we suggest that a client only considers this feature post getting all users comfortable with V12 in production.

New Feature

Global Maintenance / Document Designer

The document designer has been re-built in the new user experience. The general design remains unchanged but the user experience is different. This includes;

• A  new look and feel.

• Editing object properties is now on the righthand side of the screen. The user will be required to select the object they wish to edit and choose the property setting they wish to alter.

UI

Global Maintenance / Document Format Groups

The document format groups has been moved to Global Maintenance. The general design remains unchanged but the user experience aligns to the new look and feel.

UI

Global Maintenance / Questionnaire Maintenance

The document designer has been re-built in the new user experience. The general design remains unchanged but the user experience is difference. This includes;

• A new look and feel.

• Master pages has been renamed Style Sheets.

• Duplicate Check settings have been centralised into Recruitment Manager/ General Settings.

UI

Global Maintenance / Hierarchy

The Back Office country settings have been moved to the hierarchy country element, including;

• Standard Rate

  • Bill Type Defaults

  • Rounding Rules

• Oncost Details

• Leave Defaults

• Interpreter Limits

• Reimbursement Defaults – used in the Time&Attendance Module.

• Default Payee Tax Type –

• Payslip Delivery Defaults

• Corporate Identity Number – Enforce on Debtor – Provides flexibility where a CIN is not required in some countries.

• Hierarchy Group - Enabling Hierarchy Group usage per country has been moved from Back Office.

The following FO objects have changed to support the UK;

• Social Security Number Name & Format

• Gender Types – You can now limit the gender types listed on the candidate.

• Mailing Address – You can now define how many lines of address are relevant per country and if the mailing address is visible .

• Good & Services Tax Label Name

UI

Global Maintenance / Security/Roles-Data Groups

A number of changes were made to the candidate /client portal security to support the product usage in the UK.  These include;

• Candidate Portal

  • Personal Details – The ability to edit Personal Details Section.

  • Privacy Statement – enabling the visibility of the privacy statement.

  • Addresses - Ability to Edit Address data.

  • Availability – enabling the visibility of the availability.

  • Work References - enabling the visibility of the Work References.

  • Skills – enabling the visibility of the Skills.

• Client Portal

  • Privacy Statement – enabling the visibility of the privacy statement.

New Feature

Global Maintenance / Password Policy

An enhancement has been made to the password policy to support the ability to enforce strong passwords. This includes defining:

• Numerical Characters

• Uppercase Characters

• Symbols -  !@#$%^&*()

• Enforce Unique Password - Where ticked users cannot repeat a password

New Feature

Questionnaire

Rates&Rules

Leave Maintenance

Interpreter

Payroll

Billing

The following common objects have changed across the listed modules;

• Add buttons have been changed from;

• View buttons have been added to each row of the list rather than double clicking on the item in the grid.  

• Delete buttons have been added to the grid where the user has such access. The Silverlight experience was that you selected the row then the delete button in the header button list.

• Edit buttons have been changed from;

• Date Picker has been changed from;  

• Copy has been changed from;

• Save buttons  have been changed from;

• Cancel buttons  have been changed from;

• Search buttons have been changed from;

• Release and Close batch buttons have changed to the name of the process;

• Back button has changed to include the arrow and the process name;

• Next button to include the arrow and the process name;

• Reset Search Criteria button has been added to each list;

• Set Timesheet as reviewed has been changed from;

• Reverse Timesheet has been changed from;

• Add Payee has been changed from;

• Create Invoice Batch has changed from;

• Preview an invoice/credit has changed from;

• To manage attachments on an invoice has changed from;

• To Close an invoice/credit note has changed from;

• To preview an invoice or credit in the credit rebill process the buttons have changed from;

•   To view an invoice or credit in the credit rebill process the buttons have changed from;

• Emailing invoice buttons have changed from;

• Print buttons have been changed from;

UI

• Grid changes;

  • Actions – The following grid actions are grouped under a single button called actions at the top right of each grid.

  • Export – supports exporting the grid details as per the Silverlight button

  • Manage Layout – supports managing the grid columns as per the Silverlight button;

    At this time you cannot easily change the order of the columns. You need to add them in the order you wish them displayed.

  • Show Filter – A new feature of the grid where you can filter data based on a value in one or many columns.

  • Paging – Each grid now has paging where the grid will only load either 10,20 or 30 records. If the record you are looking for is not in the first page you can use the << First Page, < Previous Page, Next Page >, Last Page buttons >> or can click on the page number to jump to that page.

• Validation Exceptions: Screen validation exceptions have been change to not be a popup but a list of exceptions at the top of the page;