Sally Purcil

46

Customer Support Supervisor

January 30, 2023 Development Release Notes

SM updated (with db update): added 'files' tab for clients

SM updated:
--- fixed end-of-year issue with burndown chart
--- added clients report

Qintil updated:
--- shows a warning on the timesheet approval dialog when a timesheet is for a different day.
--- show confirmation of induction on the timesheet approval dialog.

SM updated:
--- fixed burndown chart date issues.
--- "pay expenses" flag for clients.
--- option to send invoices/timesheet as emai attachments.

LM updated:
--- Option to view/update branch/team restrictions on the Administrator page.
--- Export function on Administrators.

Qintil App (web) updated:

--- Require stronger passsword.
* minimum lenght 7
* upper/lower case chars
* at least one digit.

--- Confirm the email to use for 2FA login.
* Un-confirm email if they switch primary.

SM updated:
--- allows SMS functions to be turned off for an organization.
--- Currenncy as $ for Australian organisations.

Qintil App updates:

--- Organisations are now flagged whether they use Qintil App rather than the old learner portal. Users from their orgs will be taken straight to Qintil App (web) if their orgs allow it. The App Switching menu has also been updated.

--- Individual with no org will also now go to Qintil App (web) if they don't have any old courses.

SM updated:
--- correct currency symbol in burndown charts.

December 2022 Development Release Notes

Staffing Manager: employee report manager filter

Staffing Manager: timesheets page csv export

Staffing Manager: Hour limits for employees (currently only shows on employee availability, no restrictions in place yet)

Learning Manager: new failed lessons report (replaces old failed courses report)

Learning Manager Updated:fixed 'Read' status column on document report export

Staffing Manager Updated: show shift 'area' on timesheet page

August 2022 Development Release Notes

Qintil:

Improved shift offer rules
Improved messaging when accepting shift that is no longer available
allow pdf timesheet uploadsrepeat the instructions for client signature in a popup on client signature page

hide SM sections when employee is disabled in SM
don't require timesheets for shifts before 1 Aug
H1 UK users redirect to app instead of old learner portal on login
show crisp chat box
App loading error for users with RM applications without emails

Learner:

mandatory category name changed to 'Highly Recommended' only for Caring for You

changed overview text from 'Incomplete Requirements' to 'Incomplete Tasks' for orgs with alternate requirement terminology

Learning Manager:

refresh all settings after changing org settings
Include CM courses in course completion report csv export

July 2022 Development Release Notes (Updated July 31,2022)


• Qintil Updates:

separate unconfirmed shifts from upcoming shifts
show area/ward on shift list
hide duplicate shifts
highlight declined shifts on mobile and sort them at end of available list
limit available list to 6 items with 'show more' button
swipe left/right to decline/accept shifts
prevent employees seeing shifts they have been rejected from
Warning is employee enters large break time
Updates to shift history page to allow updating submitted timesheets and show shift time
Added filter to available shifts list

• Learning Manager Updates:

completed courses report performance improvement.
performance improvement to fix time-out on dashboard reminders section

Backend: core learning import update


Learner: CM version of Core courses (will allow learner to restart course without manual reset in Course Source)

June 2022 Development Release Notes (Updated June 30,2022)


• Qintil Updates:

— download timesheets from shift history page
— status improvements for shift history
— correct associate of user with organisation when organisation has duplicate users
— withdraw from shift fix when shift has no manager
— exclude cancelled shifts from timesheet lists
— show correct status for withdrawn/cancelled shifts
— show available shifts for later on same day
— check time of day for available shifts to hide shifts earlier today

• Course Manager Updates:

— fix for grading courses with multiple ILT lessons
— fixed reset status function for ILT session grading
— fixed session starting soon reminder emails when session has a learner who was added to the session before they accepted their invitation


• Learning Manager Updates:

— show 'In Progress' course status on user card when course has expired and restarted
— corrected some start dates in course history on user card
— bulk exemption request fix

• Backend:

— disable scheduled tasks in test environment
— Core learning migration

• Training Manager: exclude archived courses from courses list

May 2022 Development Release Notes (Updated May 23, 2022)

• Recruitment Manager :

> Use expiration wheel on Audit page document rows.
> Email alert setting for rejected credential documents.
> Add basic stats for credential assignments.
> Question determines task assignment.

• It may be just one task or an entire group of tasks.
• Make sure individual tasks are not duplicated.
• If they go back and change branch path, the extra tasks are not
assigned.

• Staffing Manager : edit name/email of admins

• Staffing Manager : see invitation links for admins who haven't signed up yet

• Staffing Manager : set tags for clients (including bulk add/remove actions and filters)

• Staffing Manager : fixed other client bulk actions

• Learner Manager : fixed enrolment history dialog for enrolments containing old invalid statements

• Staffing Manager : check employee eligibility when adding pre-assigned shifts

• Qintil: hide shifts that were accepted by another employee

• Staffing Manager : offer to only selected employees when actioning bulk offer for single shift

• Qintil: fixed accept/decline offer actions

• Staffing Manager : notifications system (with accept offer and incoming sms notifications)

• Staffing Manager : configurable max distance when making bulk offers

• Staffing Manager : notifications fix

• Learning Manager : performance improvement for completed courses report with filters

• Staffing Manager : on parent client page show all bookings & timesheets for all children

• Staffing Manager : filters for booking candidates (allows offer/assign by employee list)

• Staffing Manager : open booking page on details tab instead of candidates when the booking is already assigned

• Staffing Manager : show client parent name on bookings page

• Staffing Manager : sort clients children

• Recruitment Manager

> Add a set of 'required forms' at the end of the application.

> Mobile ready for applicant.

> Removed RM_RecruitmentFlowQuestion.AdditionalText since we have html question text.

> Sort list items in /settings

• Staffing Manager : enter shift durations as decimal hours instead of hh:mm

• Staffing Manager : adjust hourly rates instead of totals when approving shift charges

• Staffing Manager : fixed expand row function on finance page

• Staffing Manager : download timesheet button on timesheet page

• Staffing Manager : improved rate checking on timesheet page

• Staffing Manager : Column options for employees report (including new columns for last shift worked date and status)

• Learning Manager : allow admin to reset courses when they only have access rights to reset course but not to any of the other course progress rights

• Staffing Manager : shifts report payroll fields

• Staffing Manager : show all invoices generated this week on finance page

• Staffing Manager : export report formatting & data fixes

• Staffing Manager : client tab on employee page showing exclusions and work history (including ratings)

• Staffing Manager added fields fo added fields for payroll export on finance page

• Staffing Manager fixed invoice export on finance page

• Staffing Manager : refresh data when moving back/forward between records on timesheet page.

• Recruitment Manager

> BUG: Task template references assigned as a group don't ask for signature.

> Auto-assign tasks for Secondary recruitment flows.
** Same for 'approval task group' option for the questionnaire.

> Download button for candidate uploads (sort of).

• Staffing Manager: remember which notifications have been seen

• Staffing Manager: fixed date format and end time on employees timesheet tab

• Recruitment Manager : Reject & recycle regular documents.
> Need to distinguish between non/credential docs in 'uploads' tab.
* They each have their own rejection mechanism.
> Email the applicant.
> Delete the stored document when it's replaced.

• Staffing Manager: Employee report fix.

• Learning Manager : In the matrix report, show latest completion date when there were 2 different completions added for the same course at the same time.


• Staffing Manager: record correct shift details for 'offer accepted' notifications.

• Staffing Manager: broader range of address choices for clients.

• Staffing Manager: : visibility of client details with long addresses.

April 2022 Development Release Notes (Updated Apri 30, 2022)


• Backend: CORS & routing changes to support new Qintil App

• Backend: CORS testing, Qintil App API

• Recruitment Manager :

- Full branch/stop/skip for flow simulator in rm side.
- Summary of pending on-boarding tasks.
- User HTML for Application Conditions.
- Load recruitment flows faster (front/back end).
- Filters and Pagination
- Selected response determines the assigned recruiter.
- Email directly from list views.
- Archive applications (menu = accept/archive/delete).
- Validate applicant emails.

• Courses: rollback of CORS update to fix course issues.

• LRS: fix for Rise content in CM courses

• Learner Manager : show audit history with dates on user cards

• Learner Manager : fix for deleting old documents from document library

• Staffing Manager : fixed timesheet uploads

• Staffing Manager : allow manual charge/rate entry on timesheet confirmation when no rate is available

• Recruitment Manager : fixed app switching links

• Recruitment Manager : Add candidate to Learning Manager and track course completion

• Staffing Manager : moved to new server

• Recruitment Manager : moved to new server

• Staffing Manager : admin access rights for finance functions

• Learning Manager Pro: links to SM and RM apps from organisations page


• Recruitment Manager :

> Include organization id in qintil-app url to avoid name clash.
> Slugs are only unique per organization.
> Don't wait for user to create their account before showing course requirements
> Bug: Save button not working for new/updated signature forms.
> Bug: Secondary flows not assigned with the rest of task group
> Clone recruitment flow
> Clone recruitment flow question


• Learning Manager Pro: fixed organisation link from users page

• Qintil: new Qintil app available for testing at app.qintil.com

• Learning Manager : performance improvements for users page, matrix report and dashboard (orgs like H1 and Hendercare will see significant improvement)

• Learning Manager : removed access to old pages from the Admins app with redirects to new pages in LM

• Staffing Manager: availability, shift selection, timesheets now in app.qintil.com (anyone accessing old links will be redirected to the new app)

• Learning Manager Pro: links on users page to qintil app and old learner portal

• Training Manager: courses page now shows how many orgs and individuals have access to the course and a badge to indicate legacy courses

• Staffing Manager: fixes for edit booking dialog and booking details tab

• Recruitment Manager :Credentials

• Learning Manager : Correction for compliance % on user card when user has expired CM courses


• Learning Manager : new course activity report (incomplete - only available to some orgs by giving them the url)

• Learning Manager :: exemptions for learners who have not signed up yet

• Staffing Manager : email selected timesheets to employee

• Staffing Manager : email selected upcoming bookings to employee

• Staffing Manager : fixed client input on quick shift entry

• Staffing Manager : fixed add/update grades

• Staffing Manager : show more details on candidate contact log

• Qintil: show upcoming shifts that were added as pre-assigned shifts

• Qintil: hide shifts when employee allocation was rejected by client

• Qintil: show different statuses for pending and confirmed shifts

• Qintil: hide available shifts if user has a booked shift already on the same day

• Staffing Manager : cancel shift option from timesheet verification page

• Staffing Manager : give candidates a score on booking page and sort by score

• Staffing Manager : updates to burndown chart (in top navbar) including sales and margin options

• Learning Manager : Correct ordering of lessons on enrolment history dialog from user card

• Learning Manager : Show completion dates on top level items in enrolment history dialog tree

• Learning Manager : Ignore invalid statements to stop errors on enrolment history dialog

• Staffing Manager : enable financing functions for admins with access

• Staffing Manager : filter for active clients

March 2022 Development Release Notes (Updated March 31 , 2022)

• Store: fix for bundle provisioning

• Staffing Manager : shifts report

• Staffing Manager : shifts report added invoice column and fixed end
date filter

• Staffing Manager : added export function for shifts report

• Staffing Manager : live data in burndown chart (in top navbar)

• Learning Manager/Educational Manager: record correct name for certificate when course is completed by grading by internal user

• Staffing Manager : client reject employee function

• Staffing Manager : employee withdrawal function


• Staffing Manager : search box now includes invoice numbers

• Staffing Manager : invoice download links on client invoices tab

• Staffing Manager : highlight employees who already have a booking on same day as shift being allocated

• Staffing Manager : fixed location filters on timesheets page

• Staffing Manager : added manager filter and column on timesheets page

• Staffing Manager : autocomplete for a autocomplete for add employee select client reject employee function

• Staffing Manager : employee withdrawal function

• Staffing Manager : search box now includes invoice numbers

• Staffing Manager : invoice download links on client invoices tab

• Staffing Manager : highlight employees who already have a booking on same day as shift being allocated

• Staffing Manager : fixed location filters on timesheets page

• Staffing Manager : added manager filter and column on timesheets page

• Staffing Manager : autocomplete for add employee select

• Staffing Manager : client reject employee function

• Staffing Manager : employee withdrawal function

• Staffing Manager : search box now includes invoice numbers

• Staffing Manager : invoice download links on client invoices tab

• Staffing Manager : highlight employees who already have a booking on same day as shift being allocated

• Staffing Manager : fixed location filters on timesheets page

• Staffing Manager : added manager filter and column on timesheets page

• Staffing Manager : autocomplete for add employee select

• Recruitment Manager: latest updates

• Staffing Manager : employees report

• Staffing Manager : nationality and ethnic origin fields

• Staffing Manager : PO number client invoice setting

• Staffing Manager : show all uninvoiced shifts on finance page and ungroup clients that require multiple invoices

• Staffing Manager : fixed age calculation

• Staffing Manager : csv export improvements

• Staffing Manager : pause shift invoicing dialog to allow notes entry when pausing/unpausing shifts

• Staffing Manager : bulk invoice and bulk send now process one row at a time to allow progress/errors to be seen when processing large numbers

• Staffing Manager : customisable email to send client upcoming shifts

• Staffing Manager : customisable email to send client selected timesheet.


• Recruitment Manager: Application uploads carry through to:

/on-boarding

/employees


• Recruitment Manager: Send emails for


New applications

Application approved

Applicant => New task

Reference contact request

Reviewer => Task completed [get rid of this one]



• Recruitment Manager: Don't need form title.

• Recruitment Manager: Clarify 'checklist item' for tasks.

• Recruitment Manager: Assign another recruitment flow as an onboarding task.

Delete extra application if the task is cancelled.

Button to return to on-boarding tasks after they complete a secondary application.

Bug: the chip doesn't appear when you first assign the task.


• Recruitment Manager: Send SMS via SMSService.

Request applicant's consent to send SMS.


• Recruitment Manager: : Add a button to show the initial application in the on-boarding timeline.

• Staffing Manager : improvements to contact log to display html emails

• Backend: DB cleanup

• Staffing Manager : check shift requirements/availability when assigning employee to multiple shifts

• Staffing Manager : fixed for receiving SMS

• Staffing Manager : fixed employee withdrawal function

• Staffing Manager : option to send confirmation emails when adding preallocated shifts

• Staffing Manager : details page for parent client shows links to all child clients

• Staffing Manager : client invoice tab shows invoices for all child clients

• Staffing Manager : email action on client invoice tab

• Staffing Manager : fixed refresh of client data when switching client (eg. searching)

• Learning Manager: fixed session update page for old courses.

• Staffing Manager : DePoel export function (client invoices page for DePoel parent)

• Staffing Manager : implied grades (allow employee with higher grade to work a shift with lower grade)

• Staffing Manager : fixed data refreshes when switching employee/booking/timesheet (eg. searching)

• Qintil: don't show exemptions for CM courses as achievements

• Qintil: hide certificates from learner while they are part of organisation that does not allow them to access certificates

• LRS: handle completions from new storyline courses

• Staffing Manager : invite admin users

• Accounts: allow organisation users outside of LM

February 2022 Development Release Notes (Updated February 28, 2022)

• Staffing Manager: updated qintil app link in default SMS

• Qintil: redirect to login page if user tries to load staffing page before logging in

• Qintil: show employees name on timesheet pages

• All: fixed login redirects (return to previously entered url after login)

• Recruitment Manager: First version of Recruitment Manager available for use by H1 UK

• Staffing Manager: fixed time formatting on sms offer messages

• Staffing Manager: check shift requirements when recommending employees for shifts

• Qintil: improved formatting for mobiles for staffing overview page

• Qintil: more improvements to mobile view of staffing pages

• Learning Manager: show upcoming session dates on user cards

• Staffing Manager : improved error handling for timesheets and payroll

• Staffing Manager : fixed cancel shift function

• Staffing Manager : remember filters when switching back to employees/clients pages

• Learner: Changed session availability text to only show available seat count and disable enrol option when seat count is exceeded

• Staffing Manager : allow multiple dates in shift entry and selection using calendar

• Staffing Manager : all calendars start week on Mon

• Staffing Manager : multiple email addresses for invoices

• Staffing Manager : invoice payment term setting for clients

• Staffing Manager : invoice line items now show hours as quantity and hourly rate

• Staffing Manager : fixes for payroll export & payroll id setting for employees

• Staffing Manager : option to add 'pre-assigned' shifts

• Staffing Manager : added details and area fields for shifts

• Staffing Manager : added purchase order number field for clients

• Staffing Manager : fixed timesheet approval page

• Qintil: improvements for shift details and timesheets pages

• Staffing Manager : status for timesheets that were recorded but not approved

• Staffing Manager : allow admins to upload timesheet files

• Staffing Manager : immediate update of timesheet data as it is modified/confirmed

• Recruitment Manager :


x Branch to disqualify candidate (end recruitment flow).

x Show disqualification status in details.
x Submit immediately, don't let applicant change their answer.
x Include disqualification text & details for the flow.
x Use a seaparate disqualification page in the flow.
x Also update login page if they're disqualified and come back.
x Assign automatic task group when applicant is approved.
x Customize button color theme.
x Upload a profile photo for applicant's organisation user.
x Emails tab


x Emails tab with predefined response emails.
x add the option to send as SMS if available.
x email candidate when a new task is assigned.
x email assigned reviewer when applicant completes a task.
x email applicant when their application has been reviewed.
x Assign a Manager to oversee the applicant's onboarding
x List of employees who have completed onboarding.
x Tasks, Forms, Emails go in the Settings tab.
x Split into Applicants/Onboarding/Employees tabs
x Update organisation user's active status
x Add 'log in to qintil' to application flow.
x Notify RM if application is attached to existing Qintil user.
x Attach to existing ApplicationUser when application gets approved.
x Finish 'employee details' edit page.
x Upload a photo
x Assign Branch
x Fix employees index page details
x Add recruitment flow question name.

• Recruitment Manager : allow empty fields in flow config

• Learning Manager/ Learning Manager Pro : customisable name for 'voluntary' course requirement

• Staffing Manager : new booking details page

• Staffing Manager : new timesheet details page

• Staffing Manager : scroll through details pages (client/employee/booking/timesheet)

• Staffing Manager : filters and date range for timesheets list

• Staffing Manager : bulk email fix

• Staffing Manager : sms employee and links for email/call on employee details page

• Staffing Manager : fix for timesheets for overnight shifts

• Staffing Manager : links to timesheet and booking details from lists on employee & client pages

• Staffing Manager : client timesheets tab

• Staffing Manager : fixed timesheet confirm/update

• Staffing Manager : refresh buttons on list pages

• Qintil: show 'testing' message on timesheet page to ask for paper timesheets

• Staffing Manager : show available days on employee calendar

• Staffing Manager : fixed error on some timesheet pages

• Staffing Manager : additional details on timesheet page

• Staffing Manager : links to client/employee pages from timesheets and bookings

• Internal: allow impersonation of users on staffing pages

• Qintil: improvements to timesheet process with clearer confirmation step (with new confirm details checkbox) and additional approval details

• Qintil: make save button on availability entry more visible

• Qintil: option to view submitted timesheets

• Qintil: timesheet rating

• Qintil: signature control fixed for different screen sizes

• Qintil: shift withdrawal option now asks employee to contact their manager

• Staffing Manager : Internal email when rating 3 or below

• Staffing Manager : Client timesheet notification settings, send email to client when timesheet submitted

• Staffing Manager : improved display of emails in contact log and sort most recent at top

• Staffing Manager : additional details on timesheet pdfs

• Recruitment Manager :Reference flows

January 2022 Development Release Notes (Updated January 31, 2022)

• Staffing Manager: First version of Staffing Manager available for use by H1 UK

• Learning Manager: Fixed checks page error introduced in previous release

• Learning Manager: removed preview message from dashboard

• Qintil: fixed availability entry and copy previous week function

• Staffing Manager: fixed employee availability entry

• Staffing Manager: availability reminder emails (currently manual option to send emails from settings page)

• Staffing Manager: employee bulk update options (manager, grade, skills/specialities)

• Staffing Manager: only show active employees in employees list with separate dialog for adding new employees

• Staffing Manager: fixed address display for clients

• Staffing Manager: allow multiple grades per candidate

• Staffing Manager: shift requirements for clients

• Staffing Manager: allow editing of all shift details

• Staffing Manager: when entering shifts mask and validate times and show start-end for time presets

• Staffing Manager: validate charge is greater than pay when entering shifts

• Staffing Manager: show/edit employee gender and age

• Staffing Manager: bulk offer option on bookings page

• Staffing Manager: editable manager field for shifts (default to client manager) and filter by manager

• Staffing Manager: client list page

• Staffing Manager: offer shifts to multiple candidates

• Staffing Manager: updated favicon

• Staffing Manager: fixed bookings page when rates are missing for a shift

• Staffing Manager: fixed rate card editing

• Staffing Manager: fix for google address lookup

• Staffing Manager : subpremise field for addresses (eg. flat number)

• Staffing Manager : cancel shift function

• Staffing Manager : invoice export fields (client settings for additional fields to include in invoice export file)

• Staffing Manager : fixed employee grade filter

• Learning Manager: certificate downloads from user card for old courses

• Staffing Manager : Improvements to bookings page showing shift status

• Staffing Manager : Added counts at top of tables

• Staffing Manager : Shift Confirmation process configurable by client

• Staffing Manager : Employee emails for shift confirmations

• Staffing Manager : Fixed selection of requirements when adding shifts