JANUARY 2020 - ConnX...ConnX V6.0 now uses: • .NET Framework 4.7.2 • the latest supported JavaScript libraries • the latest available Telerik Controls (eg grids, file upload

Copyright © 2020 ConnX Pty Ltd 1 of 108

CONNX V6 RELEASE NOTES

JANUARY 2020

2 of 108 Copyright © 2020 ConnX Pty Ltd

Copyright © 2020 ConnX Pty Ltd ABN 46 108 567 960

Reproduction in whole or in part by electronic, mechanical or chemical means,

including photocopying recording or by any information storage and retrieval system,

in any language, is strictly prohibited except in accordance with the Copyright Act 1968.

The information contained within this document is for illustrative purposes only. ConnX

Pty Ltd and its employees accept no responsibility or liability whatsoever for any act or

omission upon the contents of this document.

ConnX Pty Ltd acknowledges that the product and company names mentioned in this

document may be the trademarks of their respective owners.

ConnX Pty Ltd

Level 8

303 Coronation Drive

MILTON QLD

PO Box 1122

MILTON QLD 4064

AUSTRALIA

Ph: 1300 CONNXHR

1300 266 694

Intl: +61 7 3368 2623

Web: www.connx.com.au

http://www.connx.com.au/


Table of Contents

INTRODUCTION 5

DOCUMENT PURPOSE 5

AUDIENCE 5

BACKGROUND 5

COMPATIBILITY 5

SECURITY 5

CONNX SUPPORT 5

1.0 CONNX BASE ESP SYSTEM 6

1.1 NEW USER INTERFACE 6

1.2 TECHNICAL ENHANCEMENTS 20

1.3 SECURITY ENHANCEMENTS 20

1.4 PERFORMANCE ENHANCEMENTS 21

1.5 MIGRATION OF PHOTOS, LOGIN IMAGES, BANNER IMAGES AND POLICIES 21

1.6 POLICIES & PROCEDURE CHANGES 22

1.7 WELCOME PAGE 23

1.8 MY DETAILS 24

1.9 MY TEAM 29

1.10 COMPANY INFO 31

1.11 HR ADMIN 32

1.12 ADMIN 35

2.0 CONNX MODULES 47

2.1 TIMECARD AND AWARD INTERPRETATION 47

2.2 BUSINESS INTELLIGENCE 57

2.3 CONNX CAREERS 57

2.4 LEARNING & EDUCATION 57

2.5 MOBILE 59

2.6 PERFORMANCE REVIEWS 63

2.7 RECRUITMENT 71

2.8 REPORTS MANAGER 81

2.9 ROLES & POSITIONS 84

2.10 TIMESHEETS 84

2.11 WEB SERVICE 85

2.12 WHS 86

2.13 WORKFLOW FORMS 88

2.14 WORKFORCE PLANNING 89


3.0 PAYROLL INTEGRATION 89

3.1 SAGE MICROPAY 89

3.2 HR3PAY 90

3.3 ALL OTHER PAYROLL INTERFACES 90

APPENDIX A POLICIES & PROCEDURES 92

A 1 PERMISSIONS TO ADD, EDIT AND DELETE 92

A 2 MANAGING THE FOLDER STRUCTURE 96

A 3 MANAGING FILES 99

APPENDIX B FIXED TERM DETAILS 102

B 1 SETTING UP FIXED TERM DETAILS 103

B 2 ADDING FIXED TERM DETAILS 106

B 3 EXPIRY REMINDER NOTIFICATIONS 107

B 4 REPORTS 108


INTRODUCTION

Document Purpose

This document outlines the new features and changes in ConnX V6.0.

Audience

This document is intended for existing clients with ConnX V5.2 SP2.

Background

This release includes changes made since ConnX Version 5.2.2 3080 (20181011). Please

refer to the Release Notes provided with that release for a complete list of changes.

Download the ConnX V5.2 SP2 Release Notes

Compatibility

Please refer to the technical specifications document for more information.

Download the ConnX Technical Specifications

Security

Please refer to the security overview document for more information.

Download the ConnX Security Overview

ConnX Support

Please contact the ConnX Product Support Team if you require any assistance.

Contact Address

Ph: 1300 CONNXHR

1300 266 694

Intl: +61 7 3368 2623

Email: [email protected]

Level 8

303 Coronation Drive

MILTON QLD 4064

AUSTRALIA

PO Box 1122

MILTON QLD 4064

AUSTRALIA

https://connx.com.au/ConnX52/ConnX%20V5.2%20SP2%20Release%20Notes.pdf

https://connx.com.au/files/ConnX%20Technical%20Specifications.pdf

https://connx.com.au/files/ConnX%20Security%20Overview.pdf

mailto:[email protected]


1.0 CONNX BASE ESP SYSTEM

1.1 New User Interface

The user interface (UI) was updated to improve the overall style and feeling when using

ConnX. These changes were designed to achieve the following:

• Simplify the look of the UI and remove any clutter.

• Controls and fields are physically bigger in size.

• Colours have been streamlined to a more modern look.

Login page

The following changes have been applied:

• Hero Image is now full screen.

• Login panel is now transparent, but functions the same.

• Username and Password fields now have icons, and a “Shake” animation applied

when incorrect details are entered.

• There is a spinner on the Login button to indicate that credentials are being

validated.

• The details for the Copyright and ConnX Version have moved to the bottom

transparent bar.


Menus


• Full menu (no secondary fly out/hover over) is now available.

• Hover effect on the column of interest to bring it into focus for the user (i.e.

columns which are not hovered over will fade).

• Clicking on the menu item heading will no longer take the user to a “menu” page

because all items are now visible in the menu itself.


“Profile” Menu

• Depending on settings, a user can have up to 3 tabs on their Profile Menu, giving

them access to:

▪ Options

▪ Favourites

▪ Quick Links

Sticky Headers & Button Placement

• Where a screen is long and you need to scroll, the page title now ‘sticks’ at the

top. The Save/Update buttons have been moved to the top of page to take

advantage of this new ‘sticky’ header.

• Where the page includes a table, a change has been made so the header is

always visible when scrolling. This has been applied to the following pages:

▪ Admin > General > Workflow Action

▪ Admin > Settings > Audit


Modals


• For a cleaner and simpler view, background colours have been removed.

• Colours have been added to the action buttons of Save, Delete etc.

• The Clear/Reset buttons have been removed.

• Replaced the “Close on Save” checkbox with a drop down Save button with

options (“Save & Close” option appears on Add and Edit mode).

• A new “Save & New” drop down option now appears on Add mode only.


Grids

• Colours have been updated

• Row height is much bigger than previous versions

• There should be no vertical borders

• In grid buttons only show on row hover/select

• Other grid functions like sorting, filtering, grouping, add column, all work as

before

• Columns widths are now saved into the users’ preferences

• Adding or removing more than one column to the grid can now be done without

reloading the whole page


Double Grids

A change has been made to the way pages with double grids display, an example of this

is shown on the following page.

On page load the top grid is displayed to add, edit or delete records by selecting the

record and using the icons at the top of the grid.

To show the data linked to the record selected in the top grid, click the link icon on the

record line. The top grid is minimised and the bottom grid is displayed. The top grid

can be re-maximised by using the dropdown arrow icon or the top grid title bar.


Filters

Since items are now bigger, we had to move the filter area on many pages.

• Many filters are now available as a hover/select with the filter icon in the top right

of the page.

• Some pages still need the filter as an integral part of the page operation, these

filters have remained on the page (not in hover) and now have a Hide Filter

option.


The following pages now have a button to hide the filter:

• Leave Forecast (My Team > Leave Forecast)

• Work Schedule (My Team > Work Schedule)

• Process Request (HR Admin > HR > Process Request)

Print, Reports, Favourites & Help

• All four items have been moved into a new button in the top right of each page.


Org Chart – Department

• Profile photos now show for Managers

• First name is shown rather than first initial

• Styling has been updated

Field Validation

• On screen validation will show the field box and label as red.


Action Validation (e.g. Confirmation on Delete)

• Pop up validation has been ConnX styled and no longer uses the browser’s

default styling.

Tabs

• Controls are using a lighter colour palette rather than all blue.

Buttons

• A new suite of buttons have been added

• Some buttons are Text Only

• Some buttons have Icon and Text


• Some buttons are Icon Only

• Some buttons include spinners to indicate the a process is underway. (eg.

Save/Updage)

• Button styling has been added to identify significance:

▪ Coloured (green, red or blue) are there to grab the users attention

▪ Solid coloured buttons indicate the primary action for the page.

▪ Outline coloured buttons indicate the secondary actions available on the

page.


Dashboards

• A new control has been use to provide a more modern and interactive feel.

• There is now the ability to export the charts

Document Upload

All of the document upload controls have been replaced with new controls for enhanced

security and functionality.

Features of the new document upload control are:

• Drag and drop.

This means a file can be dragged from your file explorer into the ConnX screen and

it will be uploaded onto the record.

• File type whitelisting.

This means that only specified file types are allowed to be uploaded, enhancing the

security of ConnX.

• A modern and clean user interface.


In particular, this is the case when multiple files are allowed to be uploaded. This

aspect is still managed via Admin > Setup Tab > Settings > Page Security, but the

user interface no longer shows all the different static fields if allowing multiple files.

Instead it simply allows the uploading of the multiple files and provides a count of

the remaining files allowed.

Single file upload:

Multiple file upload:


Rich Text Editors

Updated the Rich Text Editors to include more functions including easy upload of

documents, images, videos, a format painter, and a full screen toggle option making it

format the data that is entered.

The rich text editor has been updated on the following pages:

• Workflow Task Setup

• Task/Reminders

• Leave Types

Updated the Rich Text Editors to only allow HTML tags that can be used for setting the

style and formatting of text. This change is applicable to the following pages

• Workflow Forms Settings

• Review Forms

• Positions

• Skills

• Vacancies

• Vacancy Noticeboard Settings


1.2 Technical Enhancements

ConnX has been updated to use more recent versions of underlying technologies. This

is done from time to time to ensure that platform level productivity and security

enhancements are continually included within ConnX.

ConnX V6.0 now uses:

• .NET Framework 4.7.2

• the latest supported JavaScript libraries

• the latest available Telerik Controls (eg grids, file upload control etc)

• the latest available Crystal Reports runtime

A change has been made to the web.config file so that it now references external files to

enable clients to fully customise their settings without affecting the underlying settings

that ConnX needs to operate.

1.3 Security Enhancements

A new optional password creation rule has been added to prevent employees from

creating a password that contains their username, first name or surname.

To turn on this setting, go to Admin > Setup Tab > Settings > Password Security and set

Allow the username, first name or surname in any part of the password to No.

This setting will not affect current passwords; it will only be used when a new password

is created or an existing password is changed.

The hashing algorithms used for passwords within ConnX have been reviewed and

updated to use SHA256 which is a more secure encryption practice. If you are using the

HR3 REST API however, it still uses MD5 for hashing tokens (this is a requirement of the

HR3 REST API).

When an employee attempts to login unsuccessfully, a message is shown providing

guidance about how to login. These messages have been updated to be more generic

in nature providing less specific information to a potential attacker.

Corrected an issue where an unrestricted system administrator was unable to reset their

password from the login page. Now the restrictions are applied correctly.


Corrected an issue where employees with low access levels (eg Employee) could

inappropriately access some pages within ConnX which were for a higher access level (eg

Report Admin) by typing the URL directly into the web browser address bar.

In the event that an error occurs within ConnX a generic error page will show. Previously

the error message could be seen via a View Error Details button. To improve security

this button is no longer available. If the error needs to be viewed or sent to the ConnX

Support Team, please use Admin > Setup Tab > General > Error Log.

1.4 Performance Enhancements

The overall speed of ConnX has increased substantially. This has been achieved by re-

architecting the way the web pages and some controls (e.g. grids) are coded and by

changing the way bundling and minification for JavaScript and CSS files are implemented.

This has reduced both the number of requests and the size of the requests which leads

to faster performance.

ConnX is now capable of running with Static Content Compression enabled within IIS. By

enabling this on the ConnX server, the speed of certain elements will be increased.

Instructions to enable this are included in the ConnX V6.0 upgrade package.

NOTE

Static Content Compression does have limitations and, in some

cases, (typically where your bandwidth is high) there may be

limited value in enabling it. Additionally, if SharePoint is running

on the same server as ConnX, you are not able to enable this

feature.

1.5 Migration of Photos, Login Images, Banner Images and Policies

A change has been made to store the following files in the Database.

• Photos

• Login Images

• Banner Images

• Policy documents


These files will be migrated from your file store to the database as part of the upgrade

to Version 6.0.

In some case the migration of these files may not complete and a secondary migration

option will be initiated on first login.

A default image is displayed to users that login while the migration of images is being

completed.

If this is the case you will see a screen similar to below:

Please note this screen will only be seen if the migration was not able to be done as part

of the upgrade.

1.6 Policies & Procedure Changes

Company Info >Company Information > Company Policies

If your ConnX system is configured to use the internal Policies and Procedures area,

substantial changes have been made allowing more flexibility in operation.

As part of the upgrade to V6.0 your documents within this area will have been moved

from the file server to the ConnX database. This gives greater control over what can be

done with the files.


Management of folder structure and file maintenance is much easier and access to the

server will not be needed when folders need to be renamed or removed.

Refer to Appendix A Policies & Procedures for more information.

1.7 Welcome Page

User Menu

Welcome

• Favourites has been moved to Profile Menu

• Recent Pages has been removed

• Quick Links can be moved to Profile Menu (setting dependent)

• The Options tab includes new per user settings to Show/Hide the SubMenu and

whether Quick Links will be on Welcome, Profile Menu, Both or Hidden.

• The default settings for the Options tab after upgrade will be as follows:


▪ For existing employees:

- Submenu is set to Show.

- Quick Links is set to Both, displaying on the Welcome page and Profile

menu.

▪ For new employees:

- Submenu is set to Hide.

- Quick Links is set to Both, displaying on the Welcome page and Profile

menu.

Daily News

A change has been made to the Daily News so all content in each section is always

displayed.

1.8 My Details

Personal Details

My Details >Personal Information > Personal Details

The upload of a photo has been changed from a link to a file upload control.

When uploading the photo users are able to preview and change the orientation of their

photo before saving the photo into ConnX.

If the original photo is larger than 300px wide it will be automatically resized to be 300px.


Resolved an issue where an employee’s age was not displaying correctly. The age is

now displayed in years and not years and months.

These are also applicable to when a Manager (or above) accesses an employee’s personal

details through My Team > List Employees.

Employment Details - Termination

My Details > Personal Information > Employment Details – Termination

Resolved a display issue where the Reason for Leaving (Employer) and the Operational

Termination Reason were incorrectly showing the alternate lists answer.

In the termination section, the following fields are now hidden if the payroll termination

date does not match the ConnX separation date.

• Other Separation link

• Reason for Leaving Employer

• Reason for Leaving Employee

Probation End Date

A Probation End Date can now be added to an employee’s records. This is visible on the

employee’s Employment Details screen under the Employment heading.

The Probation End Date can be added when creating the new employee record in ConnX

(via Request to Create Employee Record or HR Admin > HR > Manage New Employees)


or can be changed if the employee record already exists (via Request Employee Change

or HR Admin > HR > Manage Employee Changes).

To make these fields visible on the Request to Create Employee Record or Request

Employee Changes page, they will need to update at Admin > Setup Tab > General >

Page Security.

Email reminders about expiry dates and a report is also available.

This is also applicable to when a Manager (or above) accesses an employee’s personal


Fixed Term Contract Details

Details of an employee’s fixed term contract can now be recorded in ConnX including

the Fixed Term Start Date, Fixed Term End Date, Fixed Term Reason and any relevant

Comments.

This information is displayed on the employee’s Employment Details screen under the

Employment heading.


This information can be added when creating the new employee record in ConnX (via

Request to Create Employee Record or HR Admin > HR > Manage New Employees) or

can be changed if the employee record already exists (via Request Employee Change or

HR Admin > HR > Manage Employee Changes).

Email reminders about expiry dates and a report is also available.



Please see Appendix B for more information.

Redirect Approval

My Details > Personal Information > Redirect Approval

Corrected an issue where Redirection of approvals was not being applied for the last day.

Now the redirection is applied up to and including Redirect To date.

Documents

My Details > Personal Information > Documents

Resolved a sporadic issue with uploading employee documents and using the Store in

Database method. Now, if a document fails to upload correctly into the database, a

message is displayed and the record does not get created.



Qualifications

My Details > Personal Information > Qualifications

The View Courses and View/Add Skills buttons have been removed from the page.

Resolved an issue where the institution displayed on the modal window did not match

the grid, if the course and class had different institutions. Now the qualification modal is

correctly displaying the institution from the class.

This is also applicable to when a Manager (or above) accesses an employee’s

qualifications through My Team > List Employees


Payment Summaries

My Details > Pay > Payment Summaries

A new button has been added to the page to access the instructions to print a non PDF

payment summary.

Corrected an issue where employees were receiving multiple notifications for their

payment summary if they are assigned to more than one department.

Tax Details

My Details > Pay > Tax Details

A change has been made so that an employee’s tax details will now display as

HELP/VSL/FS/ SSL/TSL where it previously displayed as HELP/TSL/SSL or SFSS.

Current Leave Applications

My Details > Leave > Leave Applications - Current

Resolved a display issue where the grid was not clearing data after a leave application

had been withdrawn.

New Leave Applications

My Details > Leave > Leave Applications - New

Resolved an issue where a user was able to bypass the Leave Relationship field on the

application for leave reasons that are configured to require a relationship.

Updated the Leave Project Balance check, to resolve an issue where it did not calculate

correctly when there were future leave applications of the same leave type.

Now instead of only calculating the balance for the furthest leave date it also calculates

the balance at the end date of each future leave.

This provides a cross check so that all future leave applications will adhere to the rules

that are configured.

Message Detail

My Details > Messages & Approval > Message Inbox

Corrected an issue where the Reply to Message option was not available when messages

were sent and received through ConnX. This option has been enabled again to allow

users to reply to a message sent by a user account.


Workflow Inbox (Approval List)

My Details > Messages & Approval > Workflow Approval Inbox

Resolved a display issue where fields remained populated on the approval grid after the

Workflow was actioned.

1.9 My Team

Disciplinary Events

My Team > Disciplinary Events

Corrected an issue where a Manager was not able to view the disciplinary events they

added for employees in their sub departments.

Resolved an issue where an incorrect date was referenced when using the Date From and

Date To filters. Now when filtering by date, the date entered on the event is used.

Leave Dashboard

My Team > Leave Dashboard

The leave dashboard has been updated to have new controls that allow the user to print

and export the charts.


Work Schedule

My Team > Work Schedule

Updated the Work Schedule page so not All Departments and Employees are displayed

on page load. Now when a user loads the page they will only see the employees that

fall under the restrictions set by their access level.

Corrected an issue where the Break Duration, Start Time and Is Paid values where not

populated when a shift spanning midnight was added.

Resolved an issue where the Leave Override Factor was not displaying when the drop

down list options were changed.

Manager WHS Incidents

My Team > Manager Incidents

The grid has been updated to display Persons Involved. The names of employees that

are not in the manager’s access are not shown, but there is a count to indicate there are

other persons involved.

Request to Recruit Employee

My Team > Workflow Forms > Request to Recruit Employee

The page has been restyled to simplify the process of creating and submitting a new

request, and viewing existing requests.

When you navigate to the Request to Recruitment Employee page it will load the New

Employee tab by default.

The Clear Request button has been removed and the fields on the form will reset if you

change your selection on the following fields:

• Request to Recruit Employee for

• Employee Type (New Employee / Replacement)


The grid containing the previous requests is now accessed by selecting the Existing

Request tab.

Request to Create Employee Record

My Team > Workflow Forms > Request to Create Employee Record

The page has been restyled to simply the process of creating and submitting a new

request, and viewing existing requests.

When you navigate to the Request to Create Employee Record page it will load the New

tab by default.

The grid containing the previous requests is now access by selecting the Existing Request

tab.

The Tax Details section has been updated to include the changes for the latest Tax

Declaration Form. The Financial Supplement has been removed and is included in the

questions HELP/VSL/FS/ SSL/TSL.

1.10 Company Info

Policies and Procedures

Company Info > Policies and Procedures

There have been changes made to Policies and Procedures functionality within ConnX,

please see detail in Appendix A.

Departments

Company Info > Departments

A checkbox to Include Terminated Employees has been added to the page to show/hide

terminated employees from the list of employees assigned to the department.


1.11 HR Admin

Import Data from Payroll to ConnX

HR Admin > HR > Perform Import

The import process has been changed:

• Improvements have been made to the speed of the import.

• It now only updates employee’s Terminated Date when the date is in the past.

• A change was made to ensure all tables are updated of an employee code is

changed.

• Resolved an issue where the import was timing out if the process to Change

Employee is applied to handle a duplicate employee record. Now if a timeout

occurs during the import process, the import stops and a message is displayed.

Export Transactions

HR Admin > HR > Perform Export

Resolved an issue where the export file for timecards was populating an incorrect date

into the Leave Finish Date for multi-day leave.

Process Leave Applications

HR Admin > HR > Process Leave Applications

Resolved an issue where the cost account was cleared when splitting a leave application,

now the cost account from the first leave application is used in the split.

Process Requests

HR Admin > HR > Process Requests

Reconfigured the grid export for CSV or Excel to no longer contains HTML tags.

Resolved an issue where administrator users were able to access forms they did not have

permission to view.


Employee Notes

HR Admin > HR > Employee Notes

Resolved an issue where HR Admin users were unable to see the information entered for

a user defined field on the Employee Notes page. This occurred when the page security

settings did not allow editing of employee note fields for this access level, but did allowed

editing for the user defined fields.

Maintain Employees

HR Admin > HR > Maintain Employees

Added a link for New Leave Application to the leave Information section, enabling leave

applications to be submitted by HR Admin/Payroll and Admins on behalf of an employee.

Manage New Employees

HR Admin > HR > Manage New Employees

The New Starter page has been updated so that sensitive data is not visible once the

record has been processed.

The text that is displayed is: ‘***Hidden for privacy***

The applicable fields are listed below:

Tax / Bank Details:

• TFN

• ABN

• TFN Date Signed

The following fields will be displayed as ‘***Hidden for privacy*** only when employee

record Type is set as Executive.

Salary and Rates:

• Yearly Salary

• Autopay Amount

• Normal Rate

• Time and a Half Rate

• Double Rate


• Other Rate

• Award Rate

• Pay Class

The message displayed for Bank account details has been changed to now say:

Bank Account details of this Established Employee have been hidden for privacy.

The changes to the Tax Declaration form have been applied to the Tax Details sections.

The Financial Supplement has been removed as it is no longer used and updated to

HELP/TSL/SSL to be HELP/VSL/FS/ SSL/TSL.

Resolved an issue where a new employee record was being sent to Sage MicrOpay

without the required Pay Point field.

Resolved an issue where Get Next Employee Code was not generating in the expected

sequence. Now new starter records with a status of Deleted are excluded when

generating the next employee code.

Resolved an issue where an error was returned for updates to new starter records via

ConnX Web Service (CWS). Now the CWS is able to update New Starter records with the

Type set as Executive.

Resolved an issue where the value for HELP/HECS (now replaced with

HELP/VSL/FS/SSL/TSL) was not displaying correctly if the value entered was “No”. Now

it correctly displays “None”.

There is now the ability to run custom processes when an employee is created from the

New Starter page. This requires ConnX Support assistance to create the custom process

based on your requirements.

An example of this would be to automatically save Emergency Contacts details received

from OnboardCentre into the new employee’s emergency contacts page.

This does not include documents from OnboardCentre.

For more information on this feature please contact ConnX Support.

Respond to Suggestions

HR Admin > General > Respond to Suggestions

Resolved an issue where the text entered in the fields for Description and Response was

being cropped when the entered data exceeded the allowed 100 characters.

A character count is now displayed for both text boxes to show the number of characters

left to enter.


Assign Regions to Employees

HR Admin > HR Admin Setup > Regions – Assign to Employees

Fixed an issue where employees were not correctly assigned to a region because the

work schedule regeneration was timing out.

Resolved an issue where an employee’s future leave was being cleared when they were

assigned to a region. This was only happening if the employee record was established

in Sage MicrOpay database and imported into ConnX.

1.12 Admin

Licence Information and Licence File Upload

Admin > Set Up Tab > General > ConnX Licence

Licence Files can now be installed directly from within the ConnX system, meaning that

your IT department is no longer needed for this.

Go to Admin > Setup Tab > General > ConnX Licence.

A screen similar to the following will display and you will be able to see the details of

your current ConnX licence, including which modules you have purchased and what your

employee capacity is.


To upload a new licence file:

Select the Select File button to find the document or you can drag and drop the

file into the space beside the select button.

Browse to the licence.lic2 file that was sent to you by ConnX.

Select OK, you will see the details of the new ConnX licence file under the New

column.

Select Apply to save the new licence file into your ConnX system.

If you do not select Apply, then the old licence file will continue to be used.

Auditing

Admin > Set Up Tab > General > Auditing

Resolved an issue where auditing for some tables was not available even though the

tables were able to be selected.

Health Checks

Admin > Setup Tab > HR > General > Health Checks

The Employees with no Region Linked health check has been updated so that it will

now retrieve all non-terminated employees who are not linked to a region including

employees not assigned to a department.

Updated the Pay Advices (PDF) – Compare Sage MicrOpay and ConnX Health check

to now check if the server connections specified are the same as what is defined in the

Payroll Database settings. If they are not the same then the health check returns a

message saying:

This health check is only applicable if you are using Sage MicrOpay as your payroll

system.

Please check and update your payroll database settings (Admin > Payroll Database) or

contact ConnX Support on [email protected].

mailto:[email protected]


Items Register Administrator

Admin > Setup Tab > General > Items Register

Resolved an issue where Items Register Administrators were receiving an error message

when trying to add items where the item category was set as Other.

The setting Allow Duplicates has been added to the Item Category (Admin > Setup Tab

> Categories > Item Category).

The setting will determine if an item with the same category as an already assigned item

can be added again to the employee.

If Warn User is set the following message is displayed:


If Prevent User is set the following message is displayed:

Payroll Databases

Admin > Setup Tab > HR > General > Payroll Databases

The Test Connection button has been updated so that it now additionally checks to

ensure that the database details provided are for a valid payroll database.

Removed a duplicate setting for Pay Method from the Import Data settings, that was

showing when the payroll interface was configured for Sage MicrOpay.

User Accounts

Admin > Setup Tab > HR > General > User Accounts

The control for uploading photos has been updated to provide the users with more

information on the allowed file size and file type. In addition to the features that will

enable previewing and changing the orientation of the photo before uploading.

Corrected an issue where the Items Categories were not displaying correctly after a user

account had been updated.

Resolved an issue where the Must Login in ‘X’ minutes was not displaying when

resetting a user’s password. Now when resetting passwords or activating an account you

can specify the number of minutes to login.


Activate User Accounts

Admin > Setup Tab > HR > General > User Accounts - Activate

Resolved an issue where data was not displaying correctly if Include Terminated

Employees checkbox was selected. Now when this checkbox is selected the page will

display all terminated and current employees.

The Notification Templates can now include tags in the subject line. This provides the

ability to customise the subject lines specific to each recipient.

Resolved an issue where employees in multiple departments would receive multiple

notifications with a different temporary password when activating their account. Now

when activating the notification and temporary password is only generated once.

Workflow Actions

Admin > Set Up Tab > General > Workflow Actions

A change has been made so that the header of the table is always visible when scrolling

down the page.

Resolved an issue where the employee approval exceptions were not applied for the

Request to Recruit Employee (Replacement Employee) [ID122] workflow action.

Audit Settings

Admin > Setup Tab > HR> Settings > Audit

A change has been made so that the header of the table is always visible when scrolling

down the page.

Process Scheduler

Admin >HR > Settings > Automated Process Scheduler

Resolved an issue where recurring CAP processes without an end time were only running

once. Now when a CAP process schedule type is set to Recurring the default end time

is set as 11:59 PM.

Updated the following processes so that terminated employee are now excluded when

reminders are sent.

• Send Reminders for License Expiry

• Send Reminders for Visa Expiry

• Send Qualification Reminders


• Send Employee Note Reminders

• Send Reminders for Timesheet Completion

• Send Reminders for Goals

• Send Reminders for Tasks

Updated the processes Send Licence Expiry Reminders and Send Visa Expiry

Reminders so that a reminder is only sent for licences and visas with the status of Current.

Updated the process Get ConnXCareers Applicants to improve how applicant data is

updated from ConnXCareers into ConnX and only send notifications when applications

are successfully created.

Display Settings

Admin > Setup Tab > HR > Settings > Display

Login Images

Hero Images that show on the login screen of ConnX can now be managed from within

the ConnX system, meaning that your IT department is no longer required to upload or

manage these images.

To upload or remove a login image go to Admin > Settings > Display.

Select the Images tab

Go to the Login Images section at the top of the screen.


To upload a new image:

Select the + icon in the free image space

Browse to select a file of your choice (please note that there are some rules that

apply here – please see below).

Select Open

The image is now part of your login page images.

To remove an existing image:

Hover over the image.

Select the delete icon.

Confirm that you really do want to remove the image.

The image is no longer part of your login page images.


NOTE

File extensions allowed are: *.gif, *.png, *.jpg, *.jpeg, *.jpe, *.bmp

For best effect, it is recommended to use images which have a

16:9 aspect ratio (we suggest 1920px x 1080px). Images not of

this aspect ratio may be distorted.

Login images are automatically resized to a maximum file size

of 500kb if necessary.

Banner Images

The Banner Logo Image that shows in the top left of the menu can now be managed

from within the ConnX system, meaning that your IT department is no longer required

to upload or manage this image.

To upload or remove a login image go to Admin > Setup Tab > Settings > Display.

Select the Images tab

Go to the Banner Logo section at the bottom of the screen.

To upload a new banner logo:

Select the + icon in the free image space

Browse to select a file of your choice (please note that there are some rules that

apply here – please see below).

A preview of the image will show and you should see the logo in the top left of

the screen in the menu area.


To remove a banner logo:

Select Remove Logo.

Confirm that you really do want to remove the image, the logo will be removed.

NOTE

File extensions allowed are: *.gif, *.png, *.jpg, *.jpeg, *.jpe, *.bmp

The logo will be displayed as 90px height and will be automatically

resized to a maximum file size of 100KB if necessary.

Fixed an issue where the count was being incorrectly displayed for the Messages and

Task & Reminders when the display settings were set to Hide.

Export Interfaces

Admin > Settings > Interfaces - Export

A new setting File Encoding has been added to the page and is set to Unicode by default.

This enables the export file to be written using the selected file encoding.


Page Security

Admin > Setup Tab > HR > Settings > Page Security

A new layout has been applied to the page. This enables users to see all controls and

access levels that can be set for the selected page.

New features listed below, have been added to the page to make the configuration

easier. These include:

• A ‘Select All’ checkbox for the Visible and Editable options.

• A copy function. Preferences from a lower access level to be copied to the next

level in the access hierarchy. For example, the preferences for the Employee

access level can be copied to the Supervisor access level.

On the Forms - Request to Create Employee Record page, the HELP/HECS field has been

updated to HELP/VSL/FS/ SSL/TSL and SFSS has been removed from the list of controls

as it is no longer used.


Permission Settings

Admin > Setup Tab > HR > Settings > Permission

Resolved an issue where the permission setting for dollar values in the Timecard

Calculated Results grid was not applying correctly and the amounts were not being

hidden for Managers and Supervisors when the permission settings were set to Hide.

Resolved an issue where the permission setting Users with same or above level for

licences was not applying correctly.

Single Sign-On Administration

Admin > Setup Tab > Settings > Single Sign On

Resolved an issue where the bypass login setting, for single sign on users, was working

differently between desktop and mobile devices.

Upload Settings for ConnX

Admin > Setup Tab > Settings > Uploads

A change has been made to set the default setting for the employee documents temp

directory to be docs.

Added new settings for Supervisor access in the Upload permissions. This will enable

Supervisor and Manager access levels to have different permissions regarding uploads.

Previously the Supervisor access level assumed the same permissions as the Manager

access level.


In the Employee Documents section all fields are disabled when there are details specified

for the SQL Server or SQL Database Name. The Test Connection button will remain

enabled so that you can ensure the database details stored are correct.

Resolved an issue with the document datastore password encryption that was preventing

documents from being uploaded correctly.

User Defined Fields

Admin > Settings > User Defined Fields

A change has been made to date fields these will now be a fixed width. This means that

it will no longer be necessary to specify a control width when creating a user defined field

that is one of the following control types:

• Date picker

• Date & Time picker

• Time picker

All existing user defined fields using these control types will use the new fixed width.

Resolved an issue where the date picker for user defined fields was not saving dates prior

to 1980.


Leave Reasons

Admin > Setup Tab > Leave > Leave Reasons

A change has been made to the Calculation Override field to enable 8 decimal places

to be stored.

The calculation for the leave hours on the following pages has been adjusted to use the

increased decimal places.

• Current Leave Applications

• Previous Leave Applications

• Process Leave Applications

• Leave Application Approval

• Export Transactions

Leave Limit Rule

Admin > Setup Tab > Leave > Leave Limit Rule

New settings have been added that will specify a recurrence period and duration for the

Leave Limit Rule. This enables a rule to be configured to recur for a specific period from

the initial start date e.g. only evaluating the first 3 months of a year.

2.0 CONNX MODULES

2.1 Timecard and Award Interpretation

Throughout Timecard and Award interpretation module a renaming process has

occurred. Some buttons and functions now have a new name.

Timecards with Award Interpretation now replaces what was previously ‘Award

Interpretation or AIR’

Award Interpretation Users now replaces what was previously ‘Interpretation Users’

Calculated Results now replaces what was previously ‘Interpreted Results’.

Other Allowances now replaces what was previously ‘Manual Entitlements’


Refresh now replaces what was previously ‘Process Clockings’.

Employee Award Details now replaces what was previously ‘Exemptions and Rate

Overrides’.

Employee Award Interpretation Details

My Team > Personal > Employee Award Interpretation Details

The Effective To column has been removed for the following sections:

• Rule Set Group & Pay Grade Settings

• Employee Time Clock Device Settings

• Employee Clocking Code Settings

Bulk Transaction Entry

Timesheets > Timecards > Bulk Transaction Entry

A processing circle is now displayed when performing Delete Bulk Transactions when

there is a large number of records to be deleted.

Timecard Entry

My Team > My Team > List Employee > Personal > Timecard Entry

The grouping for Calculated Results has been removed from the settings page. These

settings are now replaced by new default groupings and default columns.

Unnecessary columns have been hidden on the calculated results page to make it less

cluttered. You are still able to add/remove columns and change grouping on the grid,

these changes are still saved as your grid preferences for the page.

The default settings are as follows:

Default Grouping

• Employee

• Date


*Default Grid Columns*

• Employee

• Date

• The default grid columns are set as:

• Date

• Income Type,

• Cost Account,

• Start Time,

• Finish Time,

• Hours, Units,

• Calc Factor,

• Rate,

• Amount,

• Ruleset,

• Rule.

Employee Name has been added to the Grouping Header for the grid, and will display

the data in the format Preferred Name/First Name, Surname, (Emp_Code)


If grouping by Employee is removed the following three (3) columns will automatically

display as the first grid columns:

• Emp Code

• Preferred/First Name

• Surname

Corrected an issue where the Department drop down list defaulted to ALL when an

individual employee timecard was opened. Now on page load it will default to the

employee’s primary department.

Resolved an issue for the Max Period Rule, where it would not trigger if Leave spanned

the Max Period Hours and also counted towards the Max Period Hours. ConnX will now

find previous Normal hours within the period to perform the calculation on.

Resolved an issue where if an employee had multiple scheduled shifts on a day and a

leave application, the start time for the second shift was being used for timecard leave

transactions instead of the start time for the first shift.

Fixed an issue where a shift would not join on the last day of pay period if the shift

spanned midnight and the clockings were imported in separate files.

Resolved an issue where clockings did not re-calculate correctly when missing clockings

were imported and automatic breaks existed. Now the timecard will clear and reinsert

the automatic breaks correctly.

Resolved an issue where clockings were duplicated, when the end time for the last day

of a pay period was edited.

Resolved an issue where the number of units were not displayed correctly on the

timecard.

Added a Use Schedule button to the Timecard entry page, this enables the work

schedule to be inserted as clockings on a timecard for the whole pay period. The

clockings will only insert if there is no approved leave or clockings already entered on a

day.

When a user refreshes the clockings on a timecard it will now:

• Recalculate all clockings from the start of the selected period and any future

periods.

• Recalculate all leave applications for the selected period.

• Recalculate all Other Allowances for the selected period.


Ensuring that any changes to the timecard or employee’s award set up are included when

recalculating clockings.

A new link, Open Work Schedule, has been added to the Timecard entry page. When

selected the link will open the Work Schedule page in a new window, for the selected

employee and pay period.

For users to see the link on the Timecard entry, the setting Show Schedule Data should

be set to Yes via Admin > Settings > Permission.

Resolved an issue where a different processing date was being recorded when importing

large amounts of Other Allowances. Now when importing Other Allowances onto a

timecard which is not locked, the processing date is correct.

Timecard Summary

Timesheets > Timecards > Timecard Summary


When using Timecards on your mobile phone, resolved an issue where permissions to

view timecard comments and messages were not applied correctly, the following now

applies:

• Employees can view comments and messages in the Employee section.

• Manager can view comments and messages in the Employee and Manager

sections.

• HR Admin can view all comments and messages in the Employee, Manager and

HR Admin sections.

• Added a Scheduled Hours column that will display the total scheduled hours for

the employee’s pay period. The column will show by default, to hide the column

you will need unselect the option in the grid preferences.

Assign Export Template to Employees

Admin > Timecards > Bulk Assignment > Assign Export Template

Now when assigning a template for an employee the following default data is applied to

the Employee Time Clock Device settings.

• Timeclock Device (First Timeclock Device in list)

• Cost Account


• Effective Date from

• Effective Date to

• Is default = Y

• Created Date

• Created by (Employee ID who assigned the template)

• Modified Date

• Is for deletion = N

Employee Bulk Assignment

Admin > Timecards > Bulk Assignment > Employee Award Interpretation

The layout of the page has been updated, and some of the changes are outlined below.

The table has now been converted to a grid, the following columns are visible by default:

• Emp First Name (preferred name) Emp Last Name (Emp Code) - (Existing)

• Department - (Existing)

• Ruleset Group - (Existing)

• Pay Grade - (Existing)

• Effective From - (Existing)

• Missing Out Clocking Interval Limit

The following columns are hidden but can be added to the grid.

• Rounding Start

• Rounding Finish

• Rounding Call Out Start

• Rounding Call Out Finish


Income Types

Admin > Timecards > General Settings > Income Types

The rate of pay can now be included in the export file for leave transaction types when

exporting to the Sage MicrOpay payroll system.

To include the rate of pay in the export file the relevant income types need to have the

setting Export Rate set to Yes.


Other Allowances

Admin > Timecard > Rule Set – Award > Other Allowance Rule

The entry of Standard included in award calculation type Other Allowances is now

prevented when a timecard is locked.

Added the ability to set a default unit value for Other Allowances and set if the value can

be edited when the Other Allowance is entered on the timecard

Resolved a timeout issue that occurred when entering Other Allowances on Timecards.

A change has been made so that the processing will no longer be triggered automatically

after an other allowance is entered. The user can now enter multiple records quickly and

refresh the timecard at the end.

Penalty and Allowance Rules

Admin > Timecard > Rule Set – Award > Penalties and Allowances Rule

Added the setting Rule Can Trigger Unlimited Times In Period to specify how many

times a Penalty and Allowance Rule can be triggered in the specified period.

Example: Company wants to pay 1 unit of laundry allowance for every shift worked by an

employee in the 7-day period, with the rule triggering a maximum of 5 times.


A new setting Calculation Block Period Crossover has been added, allowing for a

different Period Crossover rule to be specified on calculation. The setting will only be

visible when the Period Crossover is set as one of the following:

• (S) Start

• (F) Finish

• (A) Actual

• (M) Majority


Timecard System Settings

Admin > Timecards > General Settings > System Settings

The Public Holiday Rule Type settings have been updated to have more rule types, to

cater for companies that have scheduled RDO’s. Now you can configure up to eight (8)

Public Holiday Rule Type settings.

If you are already using Public Holiday Rule Type settings your existing rules will not be

affected, you will now see an additional four (4) rule types.

The drop-down lists on the following pages have also been updated to show all eight (8)

rule types:

• Weekly Period page, accessed via Admin > Timecard > General Settings > Weekly

Period.

• Public Holidays & Special Days, accessed via HR Admin > HR Admin Setup >

Public Holidays & Special Days.

Pay Grade/Rate

Admin > Timecard > Calculation and Pay Rates > Pay Grade/Rate

Corrected an issue where Rates were able to be created with the same Rate Reference

and Effective to date on the same Pay Grade.

Timecard Reports

Reports > View Reports > Timesheet Reports

(ID 507) Employee Actual Hours vs Rounded Hours

A new report has been added (ID 507) Employee Actual Hours vs Rounded Hours. This

report will compare Actual Clockings vs Rounding Clockings and show the variance.


2.2 Business Intelligence

The Employee Details view has been updated to include the following:

• Primary Department

• Normal Hours Paid

• Probation End Date

• Fixed Term Start Date

• Fixed Term End Date

• Fixed Term Reason

• Fixed Term Comments

The Employee Qualifications category of the Employee Details view has been updated to

include the “Cost” field:

For Timecard employees, a new report has been added Employee Scheduled vs Rounded

Variation. This report is a comparison of the scheduled hours versus rounded hours.

2.3 ConnX Careers

Resolved an issue where the vacancy was being removed from ConnX Careers at the

beginning of the last day for the advertised period. Now the advertised job remains

published for the full day on the advertised end date.

2.4 Learning & Education

The layout of the Educator Management page has been updated, some of the changes

are outlined below:

• The filter controls have been updated to display across the page in a single row.

• Moved the Historical Class Enrolment button to the top of the page.

• Added a section heading Manage Class, which displays the minimum and

maximum class size as well as the count of employee who are confirmed to

attend.

• Changes have been made to buttons on the page:


▪ The Pending Enrolments (previously a link) is now a button.

▪ The Confirm, Undecided, Decline and Decline all unconfirmed buttons are

now combined into a single button.

▪ Transfer To is now a button where previously it was a drop down list and

button.

New Course Enrolment

Learning & Education > New Course Enrolment

Fixed an issue where an employee was not able to enrol in courses if their assigned

department was the last department in the department hierarchy.

Class Enrolment page

Learning & Education > Courses Enrolled/Completed

My Team > List Employees > Learning > Courses

Educators are now able to delete a completed class for an employee. A delete icon has

been added to the end of each row of the employee’s completed classes grid. This icon

will show when hovering on the course row.

When a completed class is deleted for an employee, any qualifications, skills or activities

associated with the course will also be deleted.


2.5 Mobile

The user interface (UI) has been updated, these changes have been designed to achieve

the following:

• Simplify the look of the UI and remove any clutter.

• Colours have been updated.

• Consistency between mobile and desktop pages.

• The menu is now showing on the left of the screen.

Login

Resolved an issue where iPhone 6s users were being logged out when opening an

attachment. Now when an employee views an attachment, it opens as a model and the

close button will return them to the original screen.

Welcome Screen

The welcome screen enables users to see the following tiles similar to the desktop

version.

• Workflow Inbox

• Tasks/Reminders

• Daily News

• Vacancies

• Employee of the Month

• Custom Widgets


The menu system has now been combined into 1 central menu and is accessible at all

times in the top left of the banner.

Personal Details

Profile > Personal Details

Resolved an issue where the employee’s age was not displaying correctly. The age is

now shown in years and not years and months.

Employment Details

Profile > Employment Details

The content and layout of the page has been updated so that it is similar to the display

shown on the desktop version.


Tax Details

My Details > Pay > Tax Details

A change has been made so that an employee’s tax details will now display as HECS-

HELP where it previously displayed as HECS.

Current Leave Apps

My Details > Leave > Leave Applications - Current

Resolved an issue so that Rostered Day Off leave applications are now displayed in

Current Leave Apps and/or Previous Leave Apps.

Task/Reminder Inbox

Inbox > Task/Reminder Inbox

Resolved a display issue where the employee code was being shown twice.

Workflow Inbox

The main menu now has a red bubble on the top right for both Workflow Inbox and

Task/Reminders icons to show there are notifications to be actioned. When the menu

is expanded the submenu displays a red bubble and count of the messages.

The buttons on the approval screens now show when they are processing and a

confirmation message is displayed to the user when the processing is completed.

Resolved an issue where the description was displaying the leave category and not the

leave type for leave approval requests. Now the description will display the leave type.

Company Info

Company Info > Policies

If your ConnX system is configured to use the internal Policies and Procedures area, you

will be able to view the files on a mobile device.


To view a policy, select the folder from the dropdown list at the top of the screen. The

policies available in that folder will be displayed on screen.

My Team

My Team

The List Employees has been updated to make searching for an employee easier, there

is now a toggle button that will show/hide terminated employees from the list.

Resolved an issue where employees were unable to be selected if they had an apostrophe

in their name.


2.6 Performance Reviews

Current Review

Performance > Performance > Current Reviews

Performance > Performance > Past Reviews

The styling for the review form has been updated so that it is consistent with the new UI

styling. A summary of the changes are:

• Buttons now show on hover of the review line

• Button style and colour have been updated

The navigation buttons have been updated and are now positioned to the left in the

footer.

A new indicator for the review sections has been added to the centre of the footer, and

show the status of each section.

• Solid colour indicates the current section

• Green outline indicates a completed section

• Grey outline indicates an incomplete section that requires action.

The Review Summary page has been updated in line with the new UI colours, controls

and fonts.

Additional fields have been made available in the current and past performance review

goal sections.

This means the same fields are displayed on both the review form and the goals page.


Fields are displayed in the following order:

• Measurement

• Action Plan

• Realistic

• Strategic Plan

• Goal Category

• Personal Goal

• Weighting

On the employee’s review details page a new column has been added to the Participants

table to display each of the score totals on the review.


The score will only show if all the relevant participant questions that have a score answer

type are set as X can see Y answers = Yes. If set to No the score will displayed as XXX.

The fields have been reordered for printing performance reviews to make it easier to see

all information for a submitted review.

The Meeting Details section is now hidden on the Review form if the setting Set a

meeting in the review has been set to No.

-

Goals

Performance > Performance > Goals

A new column has been added to the grid to display Creation Date for goals. This column

is not displayed by default and must be added to the included columns.

Resolved an issue where goals were not able to be edited by the user who created the

goal when there was no workflow.


Extract Review Answers

Performance > Officer > Extract Review Answers

Scores for answers and goals are now included when extracting review answers. New

columns listed below have been added and are only visible in Detail View.

Answer/Review Points displays the points for a question answer or a goal review. If the

answer type is Free Text then n/a will be displayed in the column.

Goal Score Answer, displays the answer for the goals score whereas the Goal Score

Points displays the points associated with that Goal Score Answer.


Next Due Dates

Performance > Officer > Next Due Dates

An additional option has been added for setting Next Due Review Dates. Review dates

can now be set for participants on a specified Given Due Date or one of the following:

• Hired Date + x Days/Weeks/Months

• Next Anniversary Date + x Days/Weeks/Months

• Next Birthday + x Days/Weeks/Months


The summary section has been added to display a count of employees, calculated

Creation Date and calculated Due Date.

A change has been made so that only users with the Performance Administrator access

receive the notification where a review instance cannot be created for an employee that

is not linked to a review form. Previously this notification was sent to HR/Payroll

Administrators.

Employee Review Instances

Performance > Officer > Review Instances

A performance review status can now be changed to Locked from any status. This means

Performance Officers do not need to wait until a review is set to Submitted or Reviewed.

A new Locked by column has been added to the table and displays the name and

employee code of the user that locks the performance review.

The Locked by column will be blank after upgrading to v6.0. This column will populate

for reviews locked after the upgrade has been completed.


The Locked by and Date Locked is cleared when the review status is changed from

Locked to any other status.

Notifications sent to participants when the review is locked have been updated to provide

information that is more relevant to the participant role.

Setting Up Reviews

Performance > Administration > Setting Up Reviews

A Save button has been added to the top of the page, to make the page more consistent

with other setup pages in ConnX. Previously the setting on this page were auto saved,

now the Save button will need to be selected to apply the changes.


Review Forms

Performance > Administration > Review Forms

A setting has been added to the Review Form to specify if Goal Scores are visible for that

review. When Show Score Totals is set as “Yes” the score and score totals are displayed

on the performance review.

Corrected an issue where the selection for Show Performance Plan created on or after

the last Review of Type: was not displaying after saving updates. The default for this

drop down list has now been changed to Any Review Type

An example of this change is displayed on the following page.


Approve Goals

My Details > Messages & Approval > Workflow Approval Inbox

Resolved an issue when an approver denied a goal without selecting the View button,

the details were not removed from the grid to indicate that it was processed.


2.7 Recruitment

A lot of the recruitment pages have had style and page layout changes. On most pages,

the buttons that were previously at the bottom of the page have been moved to the top

of the page. The following will provide details for new features, significant changes to

page layout and fixes for known issues.

Recruitment Dashboard

Recruitment > Dashboard

The UI and controls on the Recruitment Dashboard page have been updated. New chart

functionality provides the ability to:

• Export charts as an image

• Export the data from charts

• Print the charts.

Applications

Recruitment > Applications

The Applications page layout has been updated to simplify the look and remove clutter.

Key information relating to the application is now visible at the top of the page, so that

it is able to be updated easily.

Progress boxes, have moved to the top of the page and will now set a filter for the

applicant list on the page based on which box is selected.


For example:

A recruiter is viewing the applications for a Marketing Officer vacancy, the ‘New’ progress

box is selected.

The list of applicants in the left panel is now filtered to show the 3 new applicants that

have been received.

Actions button, a new button has been added to the top of the page. When selected

the button displays the links to the following:

• Add an Attachment

• Send Notifications

• Make Offer

• Reassign Applicant


Searching, the search criteria is applied automatically to the applicant list as data is

entered into the search box.

Filtering, options are now accessed using the Filter button and when a filter is applied

an indicator is displayed on the button.

Sorting, has been updated to include additional sort options. Now you are able to sort

the list of applicants on the following:

• Date Received

• Name

• Rank

• Score

• Status

The following details are now displayed at the top of the applicant panel.

• Applicant Details

• Indicators

• Application status

• Ranking

Scorecard results, when selected redirect you to the Scorecard tab so that the details can

be updated.

Resolved an issue where vacancies with a status of Finalised or Cancelled where not

visible in the vacancy drop down list when the Show Finalised checkbox is selected.

Recruiters now have the option to add responses to the screening questions for

applicants that are created in one of the following ways:

• Manually in ConnX from the application page.

• Received via PAS.

• Received from the Skills Match page.

• Applicant is reassigned from a vacancy where the screening templates are not the

same.


Importantly a recruiter is not able to edit responses after saving or if an applicant has

responded to screening questions when submitting the application via ConnXCareers or

the Vacancy Noticeboard.

Vacancies

Recruitment > Recruitment > Vacancies

The Vacancy page layout has been updated to simplify the look and remove clutter. Key

information relating to the vacancy is now visible at the top of the page, so it can be

updated easily.

Searching, the search criteria is applied automatically to the applicant list as data is

entered into the search box.

Filtering, options are now accessed using the Filter button and when a filter is applied

an indicator is displayed on the button.

The progress boxes have been moved to the top of the page and are now links that when

selected redirect the recruiter to the applications page.

The vacancy is loaded on the Applications page and the list of applicants is filtered based

on progress box that was selected.


For example: A recruiter is viewing the Marketing Officer Vacancy.

The recruiter selects the ‘Interview’ progress box. When the Applications page loads the

list of applicants is filtered to show those applicants that had an interview scheduled.

Corrected an issue where the approver of a Request to Recruit form was being set as the

Primary Recruiter. This occurred when the Request to Recruit was set to Auto Complete.

A change has been made so that only a Recruitment Administrator will be able to see

the Add New Media or Add New Agency buttons on the Advertising & Agencies Tab.

Corrected the issue that allowed a vacancy to be saved without a vacancy code if the

duplicate vacancy function was used. Now the Vacancy Code and Vacancy Name are

required fields for the duplicate vacancy function.

Vacancy Offer

Recruitment > Vacancies > [Select Vacancy] > Actions >Make Offer

Recruitment > Applications > [Select and Applicant] > Action > Make Offer

Resolved an issue where an applicant’s mobile number was being displayed in both

Mobile and Telephone fields.

Send Notifications

Recruitment > Vacancies > [Select Vacancy] > Actions > Send Notifications

Recruitment > Applications > [Select an Applicant] > Actions > Send

Notifications

Fixed an issue where the Send Notification process was timing out when a recruiter was

sending bulk notifications for a vacancy,

Finalise Vacancy Offer

Resolved an issue where an error was received when the Set Vacancy as Complete button

was selected.


Skills Match

Recruitment > Recruitment > Skills Match

A change has been made to the way the grids display. Now after you have selected a

vacancy to match skills against, only the top grid is displayed with the results of the match.

To show the data linked to the record, click on the link icon on the record line. The top

grid is minimised and the bottom grid is displayed. The top grid can be re-maximised

by using the dropdown arrow icon or the top grid title bar.

Resolved an issue where the skills for an applicant found through Skills Match did not

have the matched skills set to Confirmed in the new application.

Added a label to the page to remind users that only Applicants with the setting

Authorised to Retain check box are visible in Skills Match page.


Talent Pool

Recruitment > Recruitment > Talent Pool

A change has been made to the way the grids display. Applicants that match the filter

criteria are displayed in the top grid.

To show the data linked to the record, click on the link icon on the record line. The top

grid is minimised and the bottom grid is displayed. The top grid can be re-maximised

by using the dropdown arrow icon or the top grid title bar.

Setting Up Recruitment

Recruitment > Administration > Set Up

The Setting Up Recruitment page layout has been updated to simplify the look and

remove clutter. There have been label changes and settings moved In the eRecruitment

Settings section to make grouping of settings easier to understand


Added a new option for Notify Recruiters of New Applicants. There is now an option

to not send notifications to recruiters of new applicants.

Added new tags for applicant name in the Accepted Applications email section. Now

you have the options to select:

<@ApplicantName> - this will display the applicant’s first name and surname.

<@ApplicantFirstName> - this will display the applicant’s first name only.

<@ApplicantSurnamne> - this will display the applicant’s surname only.

Resolved an issue where the notifications to applicants and recruiters was not using the

email address set in From Recruitment email address.

Media

Recruitment > Administration > Media

Fixed an issue where the Screen ID field for eRecruitment Details was not displaying the

full data. The field has now been expanded to display the full data set.

Notification Templates

Recruitment > Administration > Notification Templates

The Notification templates have been changed to include:

• Tags in the subject line of email notifications. Enabling recruiters to customise the

subject to include information such as the vacancy name when responding to

applicants.

• New templates are set to In Use by default.

Resolved an issue where apostrophes were being duplicated on the notification template

each time the template was saved.

Daily Vacancy Application Summary Email

Resolved a calculation issue where the ConnX Vacancy Application Summary email did

not report the correct number of new applications received in the last 24 hours.

Any internal applications that had been started and not fully completed, were being

included in the summary report for the previous 24 hours.


Process Applicant Service

Resolved an issue where errors were logged and PAS was timing out due to the maximum

connections available.

The following changes have been made to PAS.

• PAS can be installed to run on a different server to the ConnX application.

• The ability to specify a different log file path.

• The ability to view multiple database connections.

• Added a Test Connection button.

• Added the ability to flag database with a connection issue.

• Added a View Log button.

• Updated the naming convention for Log files.

• PAS will now run immediately after the service has started.

Refer to the Upgrade Instructions for more information.

Screening Templates

Recruitment > Administration > Screening Templates

The UI and page layout have been updated with new stylings and theme.

Changes to the Screening Template page are outlined below:

• The page layout is now two (2) panels, Screening Template details and Question

Group.


• The Question Group panel can be collapsed when not require, to collapse/expand

this panel select the pin icon at the top of the panel.

• On page load the page will display a list of the existing screening templates,

• To edit an existing template, select the template from the list and the template

will display in edit mode

• To add a template, select the New Template button at the top of the page and

the panel will display in edit mode.

• When in add or edit mode you can return to the template list by selecting the

Template list button

• Adding a question is now done using the window that appears when the New

Question button is selected.

• Editing a question is now done using the window that appears when the edit icon

is selected for the question.

To add a new template:

Select New Template at the top of the page

Enter the name of the screening template

Select Save, the new template will appear in the Template list ready for editing.

To edit an existing template: ,

Select Template List at the top of the page

Select the screening template you want to make changes to. The screening

template panel will display the template.

Once you have made the changes select Save at the top of the panel.


2.8 Reports Manager

The Crystal Runtime has been upgraded to the latest version, improving the performance

of the crystal reports accessed in ConnX. Some reports which used lots of filters (eg WHS

reports) sometime gave a “buffer to small” error. This should no longer be the case with

the updated Crystal Runtime.

LE Reports

A change has been made to the setup security which sets permissions for Educators by

default, previously this permission had to be set on each report. Now when an Educator

who is a report user will automatically have access to all LE reports.

The reports impacted by this change are:

• Learning Classes By Weekday

• Total Cost of Classes by Provider

• Learning Courses Completed By Employee

• Learning Courses By Facilitator

• Learning Course Waiting List by Course

• Employee Profile

• Learning Class Enrolment by Employee

• Most Popular Courses

• Most/Least Used Learning Resources

• Skills Learnt By Employee

• Skills Learnt By Facilitators

• Skills Not Achieved By Employee

• Waiting List By Employee

• Employees Qualified for a Course

• Employee Qualification Expiring by Department


• Count of Qualifications Expiring by Department

• Skills Report by Skills

• Course Achieved

• Course Achieved Summary

(ID 59) Turnover Index

Additional parameters have been added to the report filters. Now when running the

Turnonver report, users can use the following filters:

• Include Sub Department

• Department Division

(ID 112) Leave Report by Day

An alert message is now displayed to remind report users that this report can take a long

time to run if there is no Start date specified.

The message will read as:

This report takes long to run if no value is provided for the Start Date. To limit the

number of records Start Date is defaulted to the first day of the year.

(ID 119) Leave Audit Report

An alert message is now displayed to remind report users that this report requires Leave

Auditing to be turned on and that it can take a long time to run.


Leave Auditing must be turned on for this report to work. Also be aware that this

report may take significant time to load depending on the number of record. To

limit the number of records retrieved, it is recommended that you use the filter

criteria.


(ID 120) Certificate Required Leave Without Documentation

A change has been made to default the Start Date to load the first date of the current

year ensuring that current data is always displayed in the report.

An alert message is now displayed to remind report users that this report may take a

long time to run.


Since the introduction of document attachments in Version 5, leave applications

from previous versions will not appear in this report, therefore only leave

applications entered after Version 5 will be present.

(ID 152) PR Manager Average Score report

Resolved an issue where the average score from the employee’s last review was not

calculating correctly.

(ID 159) Employee Goals Report

Made a change to the report so that the data displayed is correct when the same filter

criteria is applied to both this and the Employee Goals by Department report.

(ID 214) Timesheet Audit Report

A change has been made to improve the loading of the report by defaulting the period

end date drop down list to the first current period end date.

An alert message is now displayed to remind report users that this report may take a

long time to run.


This report should only be run per employee per period end date.

ID 252) Learning Courses Completed By Employee

Fixed an issue with the report so that all employees who have completed the course are

now appearing in the report. Previously only employees who had passed the course

were displayed.

(ID 269) Skills Report by Skills – Current and Terminated

A new report has been added that shows the skills held by employees, grouped by the

skill. This report will contain both current and terminated employees. The existing report

(ID 266) Skills Report By Skills will only return current employees.


2.9 Roles & Positions

Roles

Company Info > Roles, Positions & Skills > Roles

The character limit for Role Description has been increased to 4,000 characters.

Positions

Company Info > Roles, Positions & Skills > Positions

Resolved an issue that locked the position page if a position was duplicated and the

position name was not unique.

Resolved an issue where the position overfill alert message was incorrectly displayed

when assigning employees to a position.

2.10 Timesheets

Current Paid Timesheets

Timesheets > Employee Timesheets - Current

Fixed an issue for the Add a Transaction for a Day to the Selected Timesheets, that

generated an error when entering a transaction and the Only insert transaction for

employees who are scheduled with a public holiday this day setting was selected.

Corrected an issue where the comments made on a timesheet were not displaying

correctly. Now when you hover over the comment column the display shows the

comments and which access level made the comment.

Timesheet Entry

Timesheets > Employee Timesheets – Current > View

Resolved an issue where a transaction entered for the same date as the period end date

was added to an approved timesheet by HR/Payroll, the transaction did not show in the

detailed view.

Corrected an issue where a HR/Payroll or ConnX Administrator were able to edit their

own approved timesheet. Now when a HR/Payroll or Administrator user access their own

Timesheet via Timesheets > Employee Timesheets – Current it applies the same

permission settings as an employee access level.


Resolved an issue where two lines displayed for the transaction when entered in the

detailed view of a timesheet. Now data is displayed correctly when the grid is refreshed

after a transaction is added.

Timesheet Template Settings

Timesheets > Timesheet Setup > Timesheet Templates – Reminder Settings

The Reminder Email Template can now include tags in the subject line of the email

notifications. This provides the ability to customise the subject lines to include more

information to the recipient.

Corrected an issue where a transaction was not saving correctly. If the transaction was

entered via the Add Transaction in the detailed view and was a rate or percentage pay

component on the last day of the period.

2.11 Web Service

The hashing algorithms used for passwords within CWS have been reviewed and updated

to use SHA256 which is a more modern and secure encryption practice.

The ConnXService.GetDeparments method has now been updated to include:

• Reports To Department

• Type

• Manager Code

• Manager Given Name

• Manager Preferred Name

• Manager Surname

For more information refer to the ConnX Web Service Interface Guide.

Updated the method ConnXService.GetEmployeeEmploymentDetail to include the Fixed

Term Contract fields listed below:

• Probation End Date

• Fixed Term Start Date

• Fixed Term End Date

• Fixed Term Reason

• Fixed Term Comments

Resolved an issue where the method ConnXService.InsertEmployee was not updating

the Country of Birth field correctly, now the field is displaying the data that was

contained in the xml.


2.12 WHS

WHS Dashboard

WHS > Dashboard

The UI and controls on the WHS Dashboard page have been updated. New chart

functionality provides the ability to:

• Export charts as an image

• Export the data from charts

• Print the charts.

A new filter criterion has been added enabling a WHS Restricted Officer to view all

incidents within their restriction, not just the ones were they are the assigned Person

Responsible.

There is now a Person Responsible drop down list that has the following:

• All

When this option is selected the dashboard will display data for all incidents that

fall within the user’s restriction and other filter criteria.

• Mine

When this option is selected the dashboard will only display data for the incidents

that fall within the user’s own restriction and they are the assigned Person

Responsible.

• The list of employees is dynamically created based on the assigned person’s

responsible within the user’s restriction.

WHS Incidents

WHS > Incidents

Corrected an issue where the permissions for a Restricted WHS Officer was not always

being applied and they were able to see all incidents.



WHS Prefix Codes

WHS > Administration > Code Prefixes

Resolved an issue for users that were being redirected to the Welcome page when they

tried to access the Code Prefixes. This issue was occurring for users with the specific

access levels of Employee and WHS Administrator.

Manage WHS Incidents

My Team > My Team > Manager Incidents

The Unprocessed Incident modal has been updated to include Manager Reports when

viewing and printing unprocessed incidents. All unprocessed incidents are displayed as

read only records.


2.13 Workflow Forms

Request to Recruit Employee

My Team > Workflow Forms > Request to Recruit Employee

Corrected an issue that displayed the Request to Recruit record on the grid multiple times

if the selected cost account had the same code linked to multiple payroll databases. Now

when selecting the cost account on the Request to Recruit Employee form, the Cost

Accounts are grouped by Payroll Database and only one cost account reference is saved

with the request.

Corrected an issue where uploaded files disappeared from the form when submitting if

the form had been saved in draft.


2.14 Workforce Planning

Career Path

My Details > Planning > Career Path

Resolved an issue where Role Responsibilities where not displaying when editing the

Career Path position.

Licences and Visa details for the role are now visible when adding or editing a Career

Path.

3.0 PAYROLL INTEGRATION

3.1 Sage Micropay

A change has been made to ensure that the correct value for HELP/VSL/FS/SSL/TSL is

updated as part of the interface between ConnX and Sage MicroPay.

A change has been made to the import process to translate the field SFSS from the value

that is stored in the Sage MicrOpay payroll system into a value displayed by ConnX.


3.2 HR3pay

Resolved an issue that cleared the Pay Frequency Group when importing if Pay Period

Cycles are configured in HR3pay. Now when importing the process maps the pay period

cycle to Pay Frequency Group.

A change has been made to ensure that the correct value for HELP/VSL/FS/SSL/TSL is

updated as part of the interface between ConnX and HR3pay.

A change has been made to the import process to translate the field SFSS from the value

that is stored in the HR3pay payroll system into the value displayed by ConnX.

3.3 All Other Payroll Interfaces

Added a new method to Browse for Files for import/export rather than having the

default configuration of setting up known folder directories on the web server. This new

capability to Browse for Files, rather than using Default Paths allows the HR Admin user

to not need direct access to the web server folder locations for file management.

The field length has been increased to the maximum allowable length for the following

fields in the Pay Advices Data File

Component Description

Body

CAD Additions (includes description and amount)

CDE Deductions (include description and amount

as negative)

CRB Reducing balance components (include

description)

CBP Back pay components (including description)

CTE Termination components (include

description)


Component Description

CBK Banking Details (include bank, account and

amount)

CSU Superannuation Details (fund, amount, etc)

CLEA Annual Leave Entitlements (value including

units) (e.g. 8 days, 45.6 hours, etc.)

CLES Sick Leave Entitlements (value including

units)

CLEL Long Service Leave Entitlements (value

including units)

CLEO Other Leave Entitlements (include description

of component, value and units)

Comments

Corrected an issue where the mapping for personal email address was not being applied

when importing from the payroll system.


APPENDIX A POLICIES & PROCEDURES

If your ConnX system is configured to use the internal Policies and Procedures area,

substantial changes have been made allowing more flexibility in operation.

Management of folder structure and file maintenance is much easier and your IT

department will not be needed when you want to rename a folder or remove a file.

A 1 PERMISSIONS TO ADD, EDIT AND DELETE

Folders Only Unrestricted System Administrators have permission to add, edit, move

and delete.

Files Permissions are dependent on your access level, the upload permission set

under Admin > Setup Tab > Settings > Uploads and also who uploaded/added

the original file. Please refer to the table below about which access level can

perform which action.

NOTE

As part of these general changes, a new setting has been added

to the Upload Permissions under Admin > Setup Tab > Settings >

Upload. Supervisors and Managers can now have separate

permissions (previously they shared the same settings).

If the upload settings are configured to use Store in Database, on page load a check is

performed to ensure a connection to the specified database can be established. If the

connection is not established, then the following message is displayed:

• For users with an Administrator access level:

▪ Connection to the external database for employee documents cannot be

established. Please check the configurations in Admin > Settings > Uploads.

• For users with Supervisor/ Manager/ HR/Payroll access level:

▪ Connection to the external database for employee documents cannot be

established. Contact your system administrator for assistance.

The following table outlines the abilities that each access level will have to add, edit, move

or delete and depend on granted upload permissions set under Admin > Setup Tab >

Settings > Upload.


Employee Supervisor Manager HR Admin

Restricted

HR Admin

Unrestricted

Sys Admin

Restricted

Sys Admin

Unrestricted

View Yes Yes Yes Yes Yes Yes Yes

Upload

(Add)

No If Upload = Yes,

thenYes,

If Upload = Yes,

then

Yes,

If Upload = Yes,

then

Yes,

If Upload = Yes,

then

Yes,

If Upload = Yes,

then

Yes,

If Upload = Yes,

then

Yes,

Edit No If Upload = Yes,

then Yes,

if logged in user

uploaded the file

If Upload = Yes,

then Yes,

if logged in user

uploaded the file

If Upload = Yes,

then Yes,

if logged in user

uploaded the file

OR

Yes,

if user who

uploaded the file

sits within the

logged in users

restriction

If Upload = Yes,

then Yes.

If Upload = Yes,

then Yes,

if logged in user

uploaded the file

OR

Yes,

if user who

uploaded the file

sits within the

logged in users

restriction

If Upload = Yes,

then Yes.



Restricted

HR Admin

Unrestricted

Sys Admin

Restricted

Sys Admin

Unrestricted

Move No If Upload = Yes,

then Yes,

if logged in user

uploaded the file

If Upload = Yes,

then Yes,

if logged in user

uploaded the file

If Upload = Yes,

then Yes,

if logged in user

uploaded the file

OR

Yes,

if user who

uploaded the file

sits within the

logged in users

restriction

If Upload = Yes,

then Yes.

If Upload = Yes,

then Yes,

if logged in user

uploaded the file

OR

Yes,

if user who

uploaded the file

sits within the

logged in users

restriction

If Upload = Yes,

then Yes.



Restricted

HR Admin

Unrestricted

Sys Admin

Restricted

Sys Admin

Unrestricted

Delete No If Upload = Yes,

then Yes,

if logged in user

uploaded the file

If Upload = Yes,

then Yes,

if logged in user

uploaded the file.

If Upload = Yes,

then Yes,

if logged in user

uploaded the file

OR

Yes,

if user who

uploaded the file

sits within the

logged in users

restriction

If Upload = Yes,

then Yes.

If Upload = Yes,

then Yes,

if logged in user

uploaded the file

OR

Yes,

if user who

uploaded the file

sits within the

logged in users

restriction

If Upload = Yes,

then Yes.


A 2 MANAGING THE FOLDER STRUCTURE

Navigate to: Company Info > Company Policies

A 2.1 Adding a Parent folder

Without selecting an existing folder, select Add.

A screen similar to the following will show.

Leave the Parent Folder as [Parent Node]

Type in the name of the New Folder.

Select OK.


A 2.2 Adding a Child folder

Select an existing Parent folder then select Add.


Check that the Parent Folder is correct, or change it to suit.

Type in the name of the New Child Folder.

Select OK.

A 2.3 Renaming a folder

Select an existing folder then select Edit.


Change the name of the Folder.

Select OK.


A 2.4 Moving a folder

Select an existing folder then select Move.


Check that correct folder is selected.

Choose the folder that you want to move the selected folder into.

Select OK.

A 2.5 Deleting a folder

Select an existing folder then select Delete.

A screen similar to the following will show, confirming that a delete will occur

including any sub-folders and all related files.

Select I understand the above warning.

Select OK.


NOTE

Once you have deleted a folder (including any sub-folders and all

related files) there is no “undo” function.

A 3 MANAGING FILES

A 3.1 Adding a file

Select an existing folder on the left, then select Add in the Files section.


Browse for the file as you normally would.

Select the file and select Open

Select OK to upload it to ConnX.

The file should now show on the screen under the correct folder.


A 3.2 Renaming a file

Select a file then select Edit.


Change the name of the file.

Select OK.

A 3.3 Moving a file

Select a file then select Move.


Check that correct file is selected.

Choose the folder that you want to move the selected file into.

Select OK.


A 3.4 Deleting a file

Select a file then select Delete.

A screen similar to the following will show confirming that a delete will occur.

Select I understand the above warning.

Select OK.

NOTE

Once you have deleted a file there is no “undo” function.


APPENDIX B FIXED TERM DETAILS

ConnX has the provision for recording the details of fixed term contracts that your

employees are employed on. These details are displayed on the Employment Details

screen.

There are two different ways to get access to the Employment Details screen:

An employee can access it via the My Details menu.

Managers/Supervisor/Administrators access it via My Team > My Team > List

Employees – Employment Details.

The fields are shown under the Employment heading.


The grid on My Team > My Team > List Employees can also display these fields by

enabling the columns to display in the grid.

B 1 SETTING UP FIXED TERM DETAILS

B 1.1 Fixed Term Reasons

Before you can add a Fixed Term Reason, it must first be configured in ConnX so that the

information is available on the drop-down list.

To add items to the Fixed Term Reason drop-down list:

Log on as a user with HR Admin access or above.

Go to HR Admin > HR Admin Setup > List Items.

Select Fixed Term Reason from the List Type drop-down list at the top of the

screen and select Apply Filter.

Select Add. ConnX shows the following window.


Complete each of the fields on the window. A description of each field is shown in

the following table.

Select Save.

Setting Description

List Type The List Type is Fixed Term Reason.

Code The reference code for the List Type item.

Display Text The text that is shown for the List Type item. This field is mandatory.

Active From The first date that the List Type item is available. This field is

mandatory for all List Items.

Active To The last date that the List Type item is available.


Editing a Fixed Term Reason

To make changes to a Fixed Term Reason:

Go to HR Admin > HR Admin Set Up > List Items

Select Fixed Term Reason from the List Type drop down list

Select the row you want to make changes to and select Edit (alternately you can

double-click on the row you want to edit).

Make any necessary changes.

Select Save.

Deleting a Fixed Term Reason

You cannot delete a Fixed Term Reason.

When a Fixed Term Reason is no longer required, you can key a date into the Active To

field. The item will not be available on the drop-down list from the set date.

B 1.2 Display Settings

Fixed Term details must first be turned on in ConnX.

To do this, go to Admin > Setup Tab > Settings > Display, and select the My Details tab.

Under the Employment Details heading, set the Fixed Term Details setting to Show.

NOTE

The Fixed Term Details setting will only show if the Current Employment

setting is set to Show.

B 1.3 Permission Settings

Admin > Settings > Permission

The Permission Settings control whether a Supervisor or Manager can get access to the

information.


Employees will always see the Fixed Term details as they are part of the employee’s

employment conditions because they are part of the employee’s employment conditions.

For Supervisors and Managers, Go to Admin > Setup Tab > Settings > Permission, the

Fixed Term details are included in the setting for Current Employment along with the

other fields in that area.

B 2 ADDING FIXED TERM DETAILS

B 2.1 As an Employee

Employees cannot add or change their own Fixed Term details.

B 2.2 As a Supervisor/Manager

Supervisors, Managers (and even HR Admins or Admins) can add or change Fixed Term

details for an existing employee by using the Request Employee Changes, either via

My Team > List Employees – select employee – Workflow Forms > Request

Employee Changes; or

My Team > List Employees – select employee – Personal > Employment Details –

select Edit on the Employment section heading.

Supervisors, Managers (and even HR Admins or Admins) can add Fixed Term details for

a new employee by using the Request to Create Employee Record.


On the Request to Create Employee Record page, selecting Yes to Will this employee

be employed as fixed term/contract? will show the fixed term fields.

NOTE

To see the Fixed Term details on either the Request Employee Changes

or Request to Create Employee Record, these fields need to be made

visible to the appropriate access level via Admin > Settings > Page

Security.

B 2.3 As a HR Admin/Admin

HR Admin or Admins can also use the following:

• HR Admin > HR > Manage Employee Changes to change an existing employee

details

• HR Admin > HR > Manage New Employees to add details to a new employee

B 3 EXPIRY REMINDER NOTIFICATIONS

ConnX is configured to Send Fixed Term Expiry Reminders 14 days before a Fixed Term

contract is due to expire. This notification is sent to the Employee and the Manager of

the relevant employee.


You have the option to make changes to the lead time (e.g., 30 days) of this process via

the Process Scheduler page.

Go to Admin > Setup Tab > Settings > Automated Process Scheduler.

Double-click Send Fixed Term Expiry Reminders. ConnX shows the following

window.

B 4 REPORTS

A new report has been created as follows:

ID 38 List of Employees on Fixed Term

List of employees who are currently on fixed term.