What's new in version 2.21.9 (Phase: General Release)

  • Single Sign-On
    • SAML2 Login process support for Service Provider initiated requests. Encryption is not supported [MWP2-083]
    • Basic log viewer for failed inbound requests [MWP2-083]
    • Basic log viewer for outbound requests [MWP2-083]
  • Menu Builder
    • Now supports up to 200 characters from 40 for ti [MWP2-717]

What's new in version 2.21.8 (Phase: General Release)

What's new in version 2.21.7 (Phase: General Release)

  • Template data transfers
    • No longer need to be performed by just system administrators in UAG scenarios. Individual permission restrictions (e.g. salary) is not supported for this feature - all users that have access to this facility should have full permissions to each user they can interact with [MWP2-511]
  • Reward and recognition
    • In reporting the ability to remove award instances which have been deleted has been added [MWP2-581]
    • Client selection which displays currency symbols can now be removed/altered[MWP2-578]
  • Auditing
    • Improved auditing for user benefits when the details are changed by administrator uploads [MWP2-448]
    • Data transfer templates which are invoked by the Upload downloads module will now also display the original file used in the process (unless deleted) [MWP2-580]
  • New content editor facility
    • Core content editors now have a new "Use HTML Editor" facility to allow HTML to be entered directly and maintained as is
  • New template extensions facility
    • Content templates have been extended to support additional syntax, allowing finer control over the generated markup
  • New components module
    • A new components module provides functionality for administrators to create HTML elements that can be [re-]used easily on clients sites
  • Client specific
    • New platform specific themesi [MWP2-532]
    • Existing module rolled out [MWP2-497]
  • Bug fixes/general improvements
    • New platforms tenant cloning fix [MWP2-501]
    • New platforms theme seeding fixes fix [MWP2-514, MWP2-505]
    • Specific platform theme tweaks [MWP2-533]
    • Employee benefit tasks will no longer be created for tenants which do not have the module enabled [MWP2-535, MWP2-536]
    • Approvers sickness view was incorrectly using their holiday scheme to derive days absent (for visual reference only) [MWP2-488]
    • No longer need to select the "Type of Leave" first before the allocation displays correctly in Holiday bookings [MWP2-384]
    • Client users can no longer be unlocked before they are processed [MWP2-540]
    • Administrator admin accounts username and email length extending [MWP2-468]

What's new in version 2.21.6

  • Auditing
    • Employee "meta data" changes will now be shown on employee and personal data screens within the audit section (previously this information was only available via reporting) [MWP2-473]
  • Template data transfers
    • You can now see who performed the data transfer activity and the original file which was used in the process. The original file used via an Upload/Download will be added in a future release into this area [MWP2-508]
  • Delete leaver accounts schedule task
    • Rather than looking at the platform as a whole, this scheduled task now works on a tenant by tenant basis (it is still a single scheduled task). The setting "AccountSettings.DeleteAccountDataAfterClosedMaxAccountsPerRun" allows a maximum number of accounts to delete (per tenant) on each run [MWP2-502]
  • Upload download module
    • Scheduled downloads now email failure details to all recipients [MWP2-500]
  • Reward and Recognition
    • The ability to assign an image or icon to a base award has been provided [MWP2-498]
    • Awards can now be given to non verified users (existing setting "RAR.Admin.UserListIncludeNonVerified" enables this feature) [MWP2-480]
  • Expressions
    • New TimeAdd() expression to add time elements to a date time value [MWP2-492]
    • New TimeDiff() expression to calculate the difference between two dates time values[MWP2-492]
    • New TimeSet() expression to add a time to a date value [MWP2-492]
    • New Hour() expression to return the current hour or if a date time is supplied the hour of the date time value supplied [MWP2-492]
    • New Minute() expression to return the current minute or if a date time is supplied the minute of the date time value supplied [MWP2-492]
    • New Second() expression to return the current second or if a date time is supplied the second of the date time value supplied [MWP2-492]
    • New benefit expression "BenefitId(["BenefitName"])" to get the benefit id of a named benefit [MWP2-506]
  • User Access Groups
    • Non activated administrators can now be assigned to user access groups [MWP2-481]
  • Benefits
    • The recalculate scheduled task will now add new fields (if the benefit structure has changed) to all user enrolled/active benefits when this process runs [MWP2-447]
  • Bug fixes/general improvements
    • Some expressions were not appearing in expression editors using the "insert placeholder" or "insert function" facilities [MWP2-513]
    • Deleted template documents at tenant level would still be referenced when PDF generate routines are called. This could impact Beneficiaries, Credit Card Expense Management, Expenses, Personal Development and Reward & Recognition modules [MWP2-0512]
    • "System Administrator" back office role will no longer appear as a role in the system [MWP2-509]
    • Reward and Recognition
      • You can now remove instances from an award within the administration site [MWP2-503]
      • User redeem points logic improvement [MWP2-479]
      • Pagination on voucher codes now works when a user has more than one page of vouchers [MWP2-446]
      • Resource requests (e.g.  "Reward and Recognition Wall") can sometimes not use the tenant version [MWP2-441]
    • Total reward statement data file cancel delete operation now works [MWP2-457]
    • Theme tweaks [MWP2-489, MWP2-385, MWP2-450]
    • Secure file transfers improvement (ensuring only the owner can edit existing transfers) [MWP2-485]
    • Merged reports with duplicate headings in different source reports improvement [MWP2-483]
    • Credit Card Expense Management user account save issue resolved [MWP2-482]
    • Menu and file access internal error being recorded incorrectly [MWP2-461]
    • Base seeding failures for new platform installs [MWP2-456, MWP2-455]
    • Fix to stop multiple saves on Employee Benefits group page [MWP2-449]
    • Silent JS post errors on login page when client messaging is enabled [MWP2-201]
    • Limiting access to reports by role fix [MWP2-544]
    • When changing windows types in a benefit the disable termination can sometimes be set [MWP2-289]

What's new in version 2.21.5 (Selected platforms only)

  • New platform specific theme
  • Reporting
    • The ability to report on user dependant's middle names has been added (including selected benefit enrollments)
    • Processed date has been added to the set of data fields which can be reported on
  • Bug fixes
    • Dashboard widget titles could be lead with a space character - this has been remove
    • For scheduled reports if the recipient list includes the owner they will be included on the email/file transfer process

What's new in version 2.21.4

  • Scheduled task dependencies
    • All reporting scheduled tasks / downloads will have dependencies defined against them, enforcing that they do not run if another task (of a certain type) has yet to complete for the tenant being worked on. The impact of this is that if benefit scheduled tasks (auto renew/expire/enroll, audit, recalculate, activate or process package changes) are still "executing" or "queued" no reports can be downloaded or report schedules be completed until these tasks have finished (this is an attempt to ensure / help with data accuracy)
  • Reporting
    • The ability to report on up to 10 employee probation dates (originally this was set to three)
    • User report requests (GDPR) made via the user's dashboard now appear in the administrator's download queue (performance)
    • You can now report on User Access Groups that are in use within your platform
    • When setting up recipients on scheduled reports:
      • there is now a search feature on administrator names (for platforms which have a large administration community)
      • the ability to include administrators that haven't yet verified their accounts (setup activities - excludes platform recipients). This doesn't stop notifications of reports being generated to those users if reports are run
  • Benefits
    • Benefits can now be created which contain variables that are only calculated once during the benefit selection process which may be used to improve the overall user experience in some circumstances
    • User benefits with a status of expired can now have their statuses updated in the administration system when the setting "Admin.Tenant.Benefits.AllowExpiredStatusChange" is enabled
    • When benefits are removed from the system, any associated scheduled tasks will also be removed (performance)
    • Activate benefits, audit benefits and auto-expire benefits scheduled tasks will now be created for each tenant rather than just one platform level scheduled task (performance, resilience)
    • User's benefits can now be automatically terminated if they no longer appear in the user's package (e.g. a package changes or a user changes packages). To enable this, each benefit must have the configuration setting "Terminate on package change" switched on (A nightly tenant scheduled task called "Process Package Changes" will complete this activity)
    • Expressions "BenefitERAnnualAmount", "BenefitEEAnnualAmount", "SalSacBenefitEEAnnualAmount" etc can now accept a final parameter to ignore pending benefits
    • Flex statement and "how does this effect me" screens have been improved regarding performance. Additionally current selections will only now appear when the benefit has been activated (rather than just enrolled)
  • Holiday and absence
    • The team calendar can now be refined to temporarily show a period of less than a month (Setting HolidaysAndAbsence.TeamCalendar.AllowCustomPeriod enables this functionality)
    • The generated calendar.ics file will now mark appropriate days as full days when added to an outlook calendar
    • When bookings are made, employees can now add attachments to their initial requests (Setting HolidaysAndAbsence.AllowRequestAttachments enables this functionality)
  • Reward and recognition
    • The ability to report on points allocation for reward givers
    • The ability to report on awards has now been added
    • A new setting has been introduced to not show the latest award details within the award summary screen (setting "RAR.Awards.ShowLatestAwardUserDetail" controls this)
  • Expressions
    • New expression parameter to return whether the user is validated (IsAccountVerified)
  • General
    • The employee directory (/directory), and manager employee screens now include work extensions and mobile numbers
    • Personal development objective statuses, which can be overridden in the UI, will also be available in any hard copy reports
    • Data transfers which change data will now be shown in [already available audit screens and reporting
    • When accounts are closed the automatic email which is sent to users can be suppressed (setting "AccountSettings.SendAccountClosedEmail" controls this)
  • Bug fixes (high level)
    • Audit changes will now show for data transfers in screens and reporting (for employee and personal details)
    • Flex statement and how does this affect me screens now show only activated benefits in the current column (benefits that are marked as active when the scheduled task service runs)
    • The new user wizard now correctly assigns user employee groups
    • The cookie and version dialog boxes when in the two factor authentication or user extra registration screens can now be closed
    • When uploading specific points for a user in Reward and Recognition the availability of those points is now correct
    • Using multiple browser windows in reporting, you can now change tenants without the report being saved to a different tenant
    • Daily snapshot option has been removed
    • Holiday and absence logged entries (entries not requiring approval) now appear correctly in the admin system
    • Comments also require moderation if the main thread requires moderation in Voice Box
    • Expression recursion limits threshold implemented to reduce platform outages due to benefit definitions
    • Merge reports will no longer fail if the recipient doesn't have access to specific data  
    • Read more facility will not disable links when text is collapsed
    • Total reward statement data files can now be deleted
    • Existing messaging threads will not stop users from being removed from the platform
    • Benefit auto renew task now renews all employee in the first run (it can be several at the moment)
    • API unavailability (rare login issues) should now be reduced (as well as improved internal monitoring on this services)
    • Several theme improvements


What's new in version 2.21.3.5 (Selected platforms only)

  • Reward and Recognition
    • Awards
      • Employee award email facility - when an award is created there is now the facility to email the user directly about the award (the default option)
    • Recognitions
      • The ability to limit the audience for the quick and full thanks facility has been made available
      • Images can now be included on the corresponding thanks email to employees
      • The ability to include multiple recipients during the quick thanks process (this functionality has been added to a new client widget called "RAR Nominate FTS" and will in time replace the existing widget "RAR Nominate")
      • Line managers can now be copied on employee thanks emails (tenant setting - "RAR.Nominate.Rewards.NominationEmailToLineManager")
      • Performance improvements when making user selections within the thanks facility for tenants with a large amount of employees
      • When employees give out thanks they can optionally chose to not have their item appear on walls (configuration)
    • General navigation
      • Return buttons within the Reward and Recognition redeem facility can be updated to point to desired locations by using tenant settings "RAR.Redeem.ReturnUrl" and "RAR.Redeemed.ReturnUrl"
      • Return buttons within the Reward and Recognition awards and rewards facilities can be updated to point to desired location by using tenant settings "RAR.Nominate.Rewards.ReturnUrl" and "RAR.Nominate.Awards.ReturnUrl"
    • General
      • Administrator user restrictions on representing and giving rewards has been removed (this is mainly for testing purposes - low level logs are kept to record whether an administrator has performed an action in the event of a dispute)
      • Images will be displayed fully in rewards, awards and recognition screens, rather that previously being rendered as thumbnail versions of the images (quality improvement)
      • The expression "RewardAndRecognitionRewardNominationWall" (which currently should only be used at system level) has been extended to make further data available (resources involved in this expression "RAR.Welcome.Wall.NominationMarkupNoResults", "RAR.Welcome.Wall.NominationMarkup" & "RAR.Welcome.Wall.NominationSeparatorMarkup"):
        • (0) Icon/image for reward type
        • (1) Display name of the nominee for reward type
        • (2) The reward type being nominated
        • (3) Display name of the nominator
        • (4) Date nominated (in "dd MMM yyyy" format)
        • (5) Image/avatar for the nominator
        • (6) Brand value image(s) if associated (also using resource "RAR.Welcome.Wall.NominationBrandValuesMarkup" to format the images - useful for when there are multiple images)
        • (7) Returns either "Full thanks nomination" or "Quick thanks nomination" (resources "RAR.Welcome.Wall.NominationQfMarkup", "RAR.Generic.QuickThanks" and "RAR.Generic.FullThanks" are used in the formatting of this)

        • (8) Points associated with reward type (resource "RAR.Welcome.Wall.NominationPtsMarkup" is used in the formatting of this)

      • The expression "RewardAndRecognitionRewardNominationWall" can now be used in dashboards and the expression editor (e.g. {{ModuleExpressionWithParameters( 'RewardAndRecognition', 'RewardAndRecognitionRewardNominationWall', '3')}})

What's new in version 2.21.3

  • Data transfer templates - uploads, performed either directly or via the Upload/Downloads module, which are keyed on NINO, payroll number or email address will be completely rejected if the file contains blank values for this column
  • Benefit processing tasks - further improvements to scheduled task processing:
    • Tenant "Auto enroll and windows" and "auto renew" tasks will no longer be marked as a success if there is a system/user failure. To enable this change to work some user failures have been correctly reclassified to skipped
    • Further performance improvements on activate/expire benefit tasks
  • Benefit administration - administration screens have been improved to:
    • Show the benefit window type in the benefit management administration screens
    • Show more concise/accurate information on user benefit management screens
  • New avatar expressions:
    •  GetAvatarImageFile([true/false]) - returns the relative URL which links to the users avatar or a "letter" [first letter of display name] if one is not set. A parameter of [true], would return null if a specific image is not set
    • AvatarImageFile - returns the GUID of the user's avatar if set, can return null
  • New meta data expressions - expressions to retrieve the text part of a selected list item:
    • GetCompanyMetaDataItemText
    • GetTenantMetaDataItemText
    • GetPersonalMetaDataItemText
    • GetEmployeeMetaDataItemText
  • New expression - TrimRight() - removes any trailing blank spaces from a string or when called with specific parameters will remove those characters. e.g. TrimRight('One', 'e') or TrimRight('One', '','e')
  • Client user name - when tenant employees are configured to use usernames instead of email addresses, the admin user can update the username. Conversely,  the tenant setting "AccountSettings.AllowUsernameChange" can be used to disable users from changing their usernames when accounts are first setup
  • Specific theme updates - platform owner specific
  • Scheduled tasks - the run time of weekly/monthly scheduled tasks is maintained in future runs (aligned to the original start time) if there have been delays to tasks running on a platform
  • Scheduled task view history improvements - the history now shows start/end time of previous runs as well as any available extended information
  • Data triggers - data triggers have been improved to allow:
    • a single trigger to fire multiple actions
    • to perform benefit re-calculations 
    • to perform benefit terminations
  • Holiday and absence
    • Approved holiday requests can copy the secondary holiday approver by setting the tenant setting "HolidaysAndAbsence.SendEmailToSecondaryApproverOnApproval" to true
    • Date formats other than dd/mm/yyyy on the client side will now be supported
  • Messaging feature - setting "Messaging.AdminEnabled" will now completely disable the messaging facility. The general administration facility will now list the tenant(s) involved
  • Demo mode indicator - when a tenant has been set to be "in demo mode" the client indicator has now been moved to the footer
  • Reward and recognition
    • New client widget (RAR Nominate FTS) for quick thanks facility which allows images to be displayed during the nominate process
    • Ability to show recognition type images on walls
    • New administration download all reward codes facility
    • Simple ability to bulk upload reward giver points
    • New expression to display the last x nominations in a formatted way within page content only. The expression is "RewardAndRecognitionRewardNominationWall" and can be called like this "ModuleExpressionWithParameters('RewardAndRecognition','RewardAndRecognitionRewardNominationWall', '3')" to show the latest 3 nominations as an example. Resources "RAR.Welcome.Wall.NominationMarkup", "RAR.Welcome.Wall.NominationMarkupNoResults" and "RAR.Welcome.Wall.NominationSeparatorMarkup" can be used to customise the output for a particular theme style
  • Minor known issues addressed

What's new in version 2.21.2

  • New benefit expressions - TotalBenefitsEEAnnualAmount, TotalBenefitsERAnnualAmount, IsSalarySacrifice, HaxTaxSaving, HasNISaving, TotalBenefitsAnnualAmount
  • New benefit properties - Tax saving, further information and national insurance properties
  • Benefit processing optimisation - The benefit auto renew, auto enroll and recalculating tasks have been optimised and improved where possible. Additionally the following tasks have been split out at tenant level:
    • Auto renew process - rather than having a single scheduled task to renew all tenant benefits overnight across the platform, multiple tasks will now exist for each tenant to perform this activity
    • Auto enroll and window process - rather than having a single scheduled task to renew all tenant benefits overnight across the platform, multiple tasks will now exist for each tenant to perform this activity
  • Human resources - Manage my team view for line managers / approvers is now sorted by team members user names
  • Performance - expressions and snippets are now cached to improve the overall user experience

What's new in version 2.21.1 (specific platform release - all features to be included in subsequent release version 2.21.2)

  • Holiday and absence - facility to allow the secondary approver to receive an email notification when a holiday request has been approved (new tenant setting "HolidaysAndAbsence.SendEmailToSecondaryManagerOnApproval" which can be set to "True" to enable this feature)
  • Specific theme updates - platform specific
  • Email scheduler composer - can paste a series of comma separated email addresses into the "to" field at which point the platform will prompt the user to split them
  • Additional internal logging - for internal issue resolution only
  • Annuities - FCA regulatory changes required for November
  • Mailgun integration - the ability to see extended information about mailgun activities/blocking lists within the MyWorkPal platform to aid investigation of client email issues. Also gives the ability to remove specific email addresses from suppression lists
  • Upload/downloads - facility to rename files on successful upload processing
  • Platform file transfers - platform file transfer recipients no longer need at least one tenant to mange before they can be a platform file transfer recipient
  • Net Pay Modeler - theme specific support to improve the benefit selection journey to provide a more targeted estimate of take home pay with the use of a pie charts / etc
  • Minor known issues addressed

What's new in version 2.21.0

  • Data transfer templates download - requests to download data transfer template data now follows the general data download queue approach. Therefore downloads will no longer be shared between administrators
  • User access groups (BETA facility for QA environments initially) - platform owners now have the ability to control role based admin access to individual users within a single tenant
  • DateDiff expression - can return negative numbers if the first date is after the second with the use of a 4th parameter
  • File transfer read indicator - when named file transfer recipients download files with a file transfer this is now logged and shown in the file transfer
  • Delete tenant system event - when a tenant is fully deleted by an administrator a system event is logged
  • Fact finding survey reset feature - the data within a fact find survey can now be completely removed without deleting the survey
  • Holiday calendar feature - an optional tenant setting has been created to allow the "Jump To" months drop down list to be displayed in ascending order. The setting is "HolidaysAndAbsence.TeamCalendar.JumpToReverseOrder"
  • Gender - on request, additional gender options can be added and can contain text up to 50 characters. Additionally the supplied gender will be validated on upload (previously it was ignored if it couldn't be matched)
  • UAT environment change - hosted UAT/QA environments will now display the data/time of the current snapshot of data being used in the version number
  • Administration file listing - file search facility in the administration system is now open by default
  • Platform modules - All benefit/human resource platforms will now have modules "Data Triggers", "Home Insurance" and "Library Builder" available to use
  • Theme specific changes - not detailed
  • Reward and recognition changes - active column added to reward code collection administration download and the removal of individuals on the system will no longer affect previous reward detail
  • Delete user account changes - improved internal signposting and corrections
  • Scheduled tasks - a general purpose facility to show current/recent activity
  • Modules page - layout and navigation changed due to the increasing size of modules
  • Scheduled task service - we have changed our scheduled task service implementation to make it more efficient and resilient. This will be rolled out gradually to our clients.
  • Benefit dependent & Data transfer template uploads - improved error messaging. 
  • Task/policy templates - ability to specify daily as the repeat setting
  • Auto process new users - tenants now have the ability to process new users after x days from when the account was created
  • Style editor changes - custom style setting for themes will now appear in the style editor for easier manipulation (rather than just be named as tenant/global settings)
  • Performance
    • Administration searching within tables and the navigation bar has a slight delay to reduce the number of server interactions and therefore improve the overall site performance
    • Email sending batch improvements, with additional SMTP efficiency changes 
  • Various known issues addressed


  • What's new in version 2.20.4 (specific platform release - all features to be included in subsequent release version 2.21.0)

    • Secure messaging - the secure messaging feature has been extended so that client messages can be "templated" to enable specific "contact us about these items" feature
    • Holiday and Absence and Sickness Recording module changes
      • Team calendar - can show employee sickness entries in a combined view with booked time off for line managers/approvers and is now in a scrollable window
      • New admin user widget - to show summary holiday and sickness details
      • Joiner allocation - can now be rounded up or down automatically for new starts
      • Bradford factor - can now be disabled for a tenant
      • Holiday types - can now be restricted by expression
      • Sickness approvers - managers who are only sickness approvers (primary/secondary) for employees can now create sickness records for employees they only approve
      • Return to work questions - can now be "employee only" enforced
    • Employee details - start date will no longer be mandatory
    • Bug fixes


  • What's new in version 2.20.3

    • Benefit change - if benefits have been restricted by expression and the expression has failed the default behaviour has now changed to not show the benefit for selection
    • Anytime benefits - monthly benefits can now be created with expressions which can define when the employee is allowed to enroll (e.g. the employee has been with the company for a year) and when the benefit starts (e.g. two months from this date for employees in employee group A and six months for employees in employee group B). 
    • Administration system downloads/reports now appear in a general user area - most admin data downloads (template data transfer downloads will be added in v2.21.0) and report downloads can now be accessed from a consistent area
    • User benefit recalculation option - active user benefit selections can now be recalculated on a user by user basis
    • Standalone expression editor - the expression editor which was previously only available for benefits is now available throughout the site. Additionally, a new tab has been added to the inspector to show a set of predefined "User Parameters" (setting driven - "CoreSettings.Debugger.UserParameters")
    • SalaryAsAt expression - available at user level to use in merge reports or content/expressions
    • Automatic upload/download module change to allow files to be deleted on download (new setting). Additionally, if template column validation fails, files can also be deleted if required
    • Style editor caching changes - to fix an occasional specific platform issue, when making style changes the caching process for client sites has been changes for all platforms
    • Calc engine module change to allow settings to be overridden at tenant level (i.e. for the incorporation of tenant branding settings)
    • Enhancements to lists in the administration system - frequently used tables in the administration system will now have the search facility turned on each time they are accessed. Additionally when searching for an item, editing that item and then returning back to the list of items the search criteria will be retained. For example, both facilities are fully available on settings, resources, and snippets
    • Date selection in reporting - the date popup box in reporting is now consistently in UK format
    • Multiple specific theme changes - platform specific
    • Performance improvements - areas including change history, user activity, and email libraries
    • Static data uploader change -  deleting a "run" will now delete any user documents which have been created
    • New expressions are available to the bulk lifestyle windows facility - 5 new expressions available to use in the corresponding email which can be defined as part of this facility. They are: BenefitLifestyleWindowsBenefts, BenefitLifestyleWindowsOpenDate, BenefitLifestyleWindowsCloseDate, BenefitLifestyleWindowsCommencementDate, BenefitLifestyleWindowsEndDate

    • Tenant scheduled reports can now generate platform file transfers - file transfers can now be made available to the platform as a whole and can be viewed under the back office reporting menu

    • Postcode max length increase - can now be increased to 50 characters if required (setting "MaxLenSettings.Postcode")

    • Expenses in reporting - expense items can now be reported on at user level

    • Beneficiaries nomination percentage - now available in the administration system

    • Report builder - both platform and tenant report builder received a UI update: the columns and conditions panels are taller, and also include a Expand/Collapse toggle.
      Expanding a panel will display all rows in it, making the panel as tall as possible.
      Collapsing a panel will keep it in fixed height, optionally displaying scrollbars.

  • What's new in version 2.20.2

  • What's new in version 2.20.1

    • Expression validation in variables - Helper text has been added to variables in benefits to show where syntax would fail at run time. Benefits with error in variables and expressions will show a red error on the selection panel and return errors on the benefit itself when representing a user (only when the expression tester box has been closed). 
    • Schedule task history - providing greater visibility of success and fails in Auto enrol and windows, Auto recalculate benefits and Auto renew benefit scheduled task runs
    • Import snippets - you can now import platform level snippets into a tenant to use as overrides. This is the same as creating a tenant level snippet of the same name, just quicker!
    • Report Builder Preview and Download Optimisation - report builder preview button now limits the data in the preview pane to 50 rows. The download link has also been replaced with a button that queues the report download to the report queue location
    • New QA Environment - Available to platforms which are currently being hosted by Avantus Systems

  • What's new in version 2.20.0

    • User details settings - Control over which fields are editable in the user's personal, address and contact details pages. Switches in tenant > configuration > user settings will control which fields a user will be able to manage.  
    • Optimisation: simplify the benefit data transfer screen - some data transfer screens were taking a disproportionate amount of time to render. The method of getting all the information needed for this screen has been drastically simplified
    • Optimisation: simplify user search widget - similar to above, the user search widget on the tenant dashboard can take a long time to render on larger clients
    • Automatic Upload Download improvements - visibility of calculated file name, test button to check the file exists, run button to manually run the task
    • New 2 Factor Authentication method - support for Yubikey U2F now integrated into user authentication
    • Control thanks types based on points allocation in Reward &  Recognition - Options for allocating or restricting points for thanks types when reward givers allocation is lower than full thanks types.  

  • What's new in version 2.19.0

    • Credit Card Expenses - In addition to the existing Expenses module you'll be able to submit credit card statements for one or more card holders and request them to be reconciled with receipts.
    • File transfer from external source  - Moving on from scheduled reports and secure file transfer which holds files within MyWorkPal platform we're opening up routes to send files outside to SFTP, Drop Box and Google Drive locations, along with ability to import files in the same way
    • Email batching - emails are now batched on the database and sent to the mail server in a queue. This was put in place to help recover emails when client own SMTP servers have connection issues.
    • Configuration of return to work questions - questions can now be restricted by expression to allow you to define questions for specific groups of people such as job grade or employee group

  • What's new in version 2.18.3

    • Distribution lists in bulk lifestyle windows - distribution lists, including ones built by a report can now be used to define recipients of bulk lifestyle windows
    • New FormatString expression - Following the principal of the C# format string function and can help write a line of text including snippets of values formatted how you need them.
    • Debug Assistant - developer tools for benefit screens. Just try it, you're going to like this ...
    • Expression colour coding - introduced with the debug assistant, expressions within handlebars are coded to help spot those pesky syntax errors (not enough brackets, too many brackets, not enough quote marks, not enough ... etc)
    • Comments in variables - allowing you to write notes in variables that won't be evaluated or displayed on screen. Useful to keep track of changes
    • Direct links to benefits - the system now allows you to create links directly to benefits via the benefit ID. This has been included in the table in the benefits page in admin. The link takes the format /benefit-details/nn, where nn is the ID of the benefit.
    • New BeneficiariesReportLastUpdated expression - showing date last updated made by the user.  
    • Fact find expression - useful for reporting n reporting fact find results
    • Hours in sickness recording - enables a field on the sickness instance to record the number of hours.  
    • New expression Return to work question - for reporting
    • Merged reporting updates
    • Merged reports at pl
    • Use preferred name on directory - by setting Dashboard.Directory.UsePreferredName to True
    • Reset linked accounts in admin - page added at user > personal > linked accounts allowing admin to delete any existing linked accounts for users. requires the permission users > personal > linked accounts
    • Redirect after logout - new settings to manage where the browser window directs to after logging out. 
    • Enhanced view of scheduled tasks - additional information has been added to the scheduled tasks to show detail around failures or faults. This includes history of up to 60 days
    • New notification types for benefit window close - BenefitWindowCloseEvent and BenefitUserWindowCloseEvent system events are now being recorded on a daily basis. These can be used as part of a notification to let admins know when a benefit or user window has closed. 

  • What's new in version 2.18.2

    • Benefit Template name - When saving a benefit as a template you can now set an alternative name to the one you're saving
    • New Employee Group expression - a new way to provide true / false view of whether someone is a member of one or more employee groups
    • New Sal Sac Total expression - calculating the total amount selected by a user for salary sacrifice benefits 
    • Preferred Name - a new name field in user's personal details allowing you to set the preferred name (e.g. Andy) instead of full forename (e.g. Andrew). The setting AccountSettings.EnablePreferredName controls whether preferred names are enabled in admin and AccountSettings.AllowUpdateToPreferredName controls whether it can be managed by the users themselves. You can write the preferred name to screen via the expression {{preferredName}}
    • Data Transfer - performance and integrity improvements made to user data transfer to support volume which can run over many hours; salary data transfer improved to support volume; benefit enrolment improved to support volume and "dry run" removed. Data transfer batching helps with speed, recovery (if things go wrong). Status updates are now available to show you how far through the scheduled task an upload is. 
    • User Salary Data Transfer - the ability to download users current salaries or salaries within a date range has been added
    • Process New User - the ability to quickly process a new user from the admin user's dashboard has been added
    • Holiday Team Calendar - the holiday team calendar has been updated to provide an increased level of information
    • Lock benefit windows once in use - changing window types in benefits can have unexpected side effects once a user has interacted with that benefit. For example, auto recalc or renew scheduled tasks may fail if just one user (typically a test user) has enrolled in the benefit before the window type changed from monthly to specific. This is now disabled whilst at least one record is held against that benefit. If you need to change the window type they hard delete all user instances of that benefit first.  
    • Page identifiers - each page in the tenant will now be identified in the <body> tag of the HTML, allowing you to apply style formatting to specific pages. For example, you want to add a specific image background to the My Benefits page, you can now specifically target that page with the div id #my-benefits

  • What's new in version 2.18.1

    • Notification on bulk lifestyle windows - a switch has been added to the final step of the bulk lifestyle windows wizard to allow you to send an email to people the windows were created for. You need to first create an appropriate email template, then select the template to send.  
    • Data transfer template - a new feature allowing you to transfer user data (add or update) based on your own spreadsheet format, and key on either MyWorkPal system ID, payroll number, NI number or email address. For example, your HR system exports user data in it's own format and you need to update salaries on a monthly bases. Currently you would need to use the fixed user data transfer in MyWorkPal and move the changed salary information into that spreadsheet, having matched users from the HR data by VLoopup process. 
    • Employee Benefit Dependant Assignment - a new data transfer in the Benefit area for assigning dependents to benefits. 
    • Admin role and tenant access in reporting - access to the role(s) and tenant(s) for admin users has been added to reporting so you can show role based admins and who they can see. These are held under the User entity in Roles and TenantAccess.  
    • New parameter - TenantID, returns the ID of the current tenant.
    • New report condition - the filter IsAnniversary has been added to date fields in the report builder allowing you to return rows only the date field is an anniversary. For example, create a report of users who's date of birth is an anniversary, set it as a distribution list and schedule "happy birthday" daily emails to that list. 
    • Delete user accounts - in order to further support GDPR rules a schedule has been created to permanently delete closed user accounts after a specific number of months. The AccountSettings.DeleteAccountDataAfterPeriodClosed setting determines if the system should delete accounts, this can be overridden at tenant level on the configuration > user settings page. You can set the number of months elapsed before the account deletes on this page or set the default level with the AccountSettings.DeleteAccountDataAfterClosedForMonthsPeriod setting (default to 60). Accounts are deleted with the scheduled service "Delete Leavers Accounts" which runs daily. 
    • User based reports - a switch has been added to report builder to enable reports to be shown on a user dashboard, providing a solution to GDPR's Subject Access Request.  All reports available to a tenant that have this switch enabled will appear in a new "Users - User Reports" widget that can be placed on the tenant user dashboard. If multiple reports are enabled they will appear in a list along with a button to download all report in one spreadsheet, with each report one a separate tab. 
    • Rolling end date on benefits - where a benefit has been set to repeat windows you may need the benefit end date to fall on a fixed annual date rather than incrementing 
    • New GetSnippet expression - This allows you to build snippets that work like functions where you can define your own arguments

  • What's new in version 2.18.0

    • Salaries and benefit allowance moved to remuneration page - a significant change where Salary values are no longer stored directly in the Employee Details page, instead they have been moved to the remuneration page. This allows you to hold historic and future salary value. User data transfer still supports uploading salaries, along with the separate User Salary Remuneration data transfer. Columns in User Details data transfer have been altered slightly to accomodate the structural change, but the principal of download > edit or add > upload still holds.    
    • Change to Reward selection in Reward & Recognition - Number of vouchers or items you can select from has been changed to a drop down list
    • Rate table download - button added to allow you to download rate table data
    • User's company address - UserCompanyAddress expression added to evaluate the company address related to their job details 
    • Snippet snapshot / backup - facility to back up a snippet value has been added to allow saving values along with a comment for future reference. Useful for when you break them! Also ... we've updated the page to disallow creating a snippet name that starts with a number. So, you can call a snippet three_french_hens but not 3_french_hens. Snippets don't render on the page when they start with a number.
    • Pick Lists sort order and reporting - A button has been added to pick lists to enable sorting alphabetically to re-order and save. List values have also been added to the report builder module so you can export the list of values to spreadsheet.  
    • Fair Care Childcare IDs added to reporting - ability to include login ID and member ID in reporting,  
    • Data transfer permissions - separate role permissions have been created for user data transfer page. Permissions are held under tenants > user data transfer
    • Repeating tasks - task list policy templates can be set to repeat weekly, monthly or every 2, 3, 6 or 12 months from a given start date
    • Email delivery tracking for Mailgun - from this update all emails are able to display the delivery status through Mailgun. When an email is sent Mailgun creates an identifier and passes this back to us. We can then use this identifier to check the status / progress of the email and display if it was received / blocked / bounced etc. Go to the email page in user library and select an email, you'll see a tracking link below the content of the email - click this to see the status. Note: only works for platforms or tenants using Mailgun to send emails and will only track from this update onwards.  
    • Lifestyle Events - this allows you to create a matrix of lifestyle events for a tenant and assign specific windowed benefits to that event. For example, the lifestyle event "Re-located to another office" may allow the user to make changes to their Gym Flex and and Season Ticket Loan benefits. 
    • Positive consent on person details pages - as part of compliance with GDPR we have added the facility to require positive consent when submitting details of beneficiaries, dependents and emergency contacts. The tick box can been enabled via the setting Admin.Tenant.Configuration.GdprComplianceActive (true / false), and the message can be edited via the Account.GDPR.CommonDisclaimerText resource string
    • Holidays and Absence - Summary view of an employee's leave will now show the type of leave along with the dates and days taken. Team calendar views simplified to now only show the employee groups, current department, current division and current location of the user looking at the team view. An additional "direct report" option has been added for line managers to use.

  • What's new in version 2.17.1

    • Simplified dynamic TRS - If you just want to set the annual EE and ER values into the TRS when building a dynamic TRS you can populate them automatically with the Read annual values from benefit setting.  
    • "Changed By" on user's benefits - the user who made a change transaction on a benefit has been included in user > benefits > manage, on the detail of each benefit. e.g. this will show you who instigated the enrolment, update, recalc etc, showing if it was the user themselves, admin or system
    • Allow Beneficiaries switch - ability to disable the My Beneficiaries link on a tenant has been added as a  switch on the tenant and a platform level setting - AccountSettings.AllowBeneficiaries
    • Benefit Change Reporting - an additional column has been added to benefit audits to identify top level changes - New, Change and Leave. Guidance on building a change report added to the knowledge base.  
    • Reward codes in Reward & Recognition - you can now store reward codes, such as Amazon Vouchers, in a fully managed database on the system. This allows codes to be distributed to users automatically without the need for HR administrator to fulfil request.  

  • What's new in version 2.17.0

    • Not reminder to multiple admins - you can now set tenant and user notes to remind multiple admins.  
    • New expression - new HR expression added to display a user's current in scope {{JobTitle}}. This can be used on tenant pages or admin pages where a user has been selected (e.g. on a user dashboard if you want to display information about the user in a widget)
    • Pick lists limited to modules - The list of Company > Pick Lists has been limited to those relating to modules enabled on a specific tenant.   
    • Delete multiple file transfers - the list of file transfers has been updated to allow selecting multiple files to delete. 
    • Un-archive notifications - facility added to move archived notifications to the active tab
    • Single sign on in to MyWorkPal - based on ADFS
    • Monitoring scheduled tasks - 1) scheduled tasks that have failed are now highlighted to make them more visible, 2) you can pin important scheduled tasks to the top of the list, 3) default view of scheduled tasks filters out one off tasks
    • Managing user tasks - admin view of task lists / policy templates has been updated to make it easier for admin to approve tasks assigned to them. Policy Templates and User Tasks have been separated into individual pages, and user tasks has been re-built to show three tabs: 1) Awaiting approval - all tasks awaiting admin approval, 2) Outstanding - all tasks requiring action 3) Completed. We've also included a button on this page to show the details of each task so you can see at a glance what's been completed by users / line managers etc.
    • Lifestyle window wizard link from user - a button has been added to the Benefits widget on user dashboard allowing you to reference the selected user directly in lifestyle window wizard
    • Bulk add users to lifestyle window wizard - we've added an upload drop zone on the lifestyle wizard allowing you to add multiple users from a spreadsheet. The only requirements are for the first column to represent a valid user ID and the first row to show the column names, so you could create the file from Report Builder, download and drop into the drop zone box. 
    • Reward & Recognition in reporting - We've added a number of entities into the report builder to get information from reward and recognition module. A) Rewards: who's redeemed points for prizes, B) Nominations Made: nominations made by a user for recognition or awards, C) Nominations For: nominations made for the user by others, for awards or recognition. 
    • Help menu change - we've added links to our support email, release notes and quick start guide 

  • What's new in version 2.16.2

    • Cancel button on 2FA screen - there have been some instances where users are getting stuck on the 2FA screen after login (where you enter PIN or Authenticator code). This can be resolved by navigating direct to the log out screen, but this wasn't at all obvious! We've now added a Cancel button on this screen to log you out completely.
    • Restrict task templates to distribution lists - task List Policy Templates now have the ability to distribute tasks to users defined in a report. Distribution lists in reports have been available since 2.12.1, you can now use this in policy templates by selecting Restrict to Distribution List(s) and selecting one or more DL. 
    • Reward & Recognition in reporting - data for user reward fulfilment has been added to the report builder
    • Force log out on tab close - depending on how the user security is set up on a tenant, user sessions are closed after 20 minutes of activity or on closing the browser. This is further complicated by Google Chrome's capability of maintaining a session even after you've closed down the window as part of it's background extensions. We have introduced an optional "Enhanced user security (close window, close tab or navigate to a different URL will attempt to logout)" switch in tenant  configuration > User security settings to end the user session when any browser tab running a tenant screen is closed. This update is theme specific, please let support know if you would like this option enabled on your theme. 
    • Holiday calendar team view - two new buttons on the holiday schemes config page in admin: Team calendars will always show all employees for the selected filter (regardless of whether they have a calendar entry) and Team calendars show types filter (allowing you to filter in / out holiday request types)
    • Delete user holiday requests - a list of booked and taken holidays has been added to user > employment > holidays & absence page, allowing admin to view and delete holiday booking instances  
    • Tick to confirm in Tasks - a new "tick" option to confirm a task has been added to task list policy templates.  
    • Department, Division and Location expressions - Three new expressions to display the current in scope job details for a user. These can be used in widgets on admin user dashboards, content pages or dashboards on the tenant, email templates, document templates etc
    • User managers in reporting - the full list of user's managers has been added to the report builder allowing you to see manager's display name, system id and out of office status. 
    • Tenant and User notes notifications - notes has been updated to include the option to notify more than one admin rather than just the author.
    • Emergency contact relationship dropdown list - has been moved to a company pick list
    • Dynamic data in TRS - You can now add items to the Total Reward Statement based on data held for the logged in user, along with data uploaded the traditional route. This allows you to show automatically show membership and values of benefits without having to separately upload them. You can also include user values globally available through the expression service. For example, you may want to show a Remuneration category in TRS that shows the user's current Salary and Benefit Allowance without having to upload the data for everyone.
    • Reward & Recognition reset data - two new functions: reset data, typically at the end of testing phase when you want to clear down all user test data; override user points - where you need to manually adjust a user's points they've been awarded, up or down
    • Reward & Recognition leaderboard - new setting RAR.Welcome.HideLeaderboardLink to hide the leaderboard link from reward & recognition wall
    • Manager roles in reporting - a new Roles entity within Users returns the multiple roles a user is associated with. For example, a user may be Holiday Approver and Expense Approver. This would return multiple lines for each user.
    • Beneficiaries (beta) - a new feature within the user account allowing the user to name beneficiaries for their life assurance benefit. Please note: this can be disabled by setting AccountSettings.AllowBeneficiaries to False at tenant or platform level.

  • What's new in version 2.16.1

    • Import content into tenant - you can now import platform level page templates, document templates and email template directly in to a tenant. Saved copy / pasting! PLEASE NOTE - THIS IS IN ALPHA STAGE FOR TESTING!
    • New parameter in reward and Recognition module - RewardAndRecognitionNominatorDisplayName returns the name of the person who has made a recognition nomination. Can be used in the RewardAndRecognitionRewardNominationMadeEvent email template that notifies the person / people being recognised. 
    • Tenant level fact find - extending the fact find module to allow you to create and complete fact finds for a tenants rather than as a tenant user. Typically used at the beginning of setting up a new tenant to capture full requirements. In BETA at this stage, awaiting documentation.  
    • Do not notify when scheduled report empty - a switch has been added to scheduled reports to suppress the notification email when a data is empty. Useful if you only want to be told when data exists, e.g. users data you need to act on.
    • Data transfer update - Data transfer screens for all entities has been updated to show more information and the ability to delete failed transfers. User data transfer also includes the ability to edit failed transfers to re-submit, and the whole process has been broken down and put back together again to run quicker.
    • Bulk lifestyle windows - A set of screens allowing you to create user Lifestyle Benefit windows for multiple people and multiple benefits. 
    • Lifestyle windows in reporting - you can now include lifestyle windows in report builder, showing benefit name, window dates, isDeleted status. Look for Lifestyle Windows within the User entity.
    • Disable benefit termination - a switch has been added to windowed benefits to disable termination by the user. This allows you to enrol users into a benefit and allow them to flex or change selection, but doesn't allow them to cancel or terminate the selection. For example, user is enrolled into life assurance and then should have the opportunity to change their selection but not come out of it.
    • Benefit auditing for change reports - You can audit changes over time to user's membership to benefits using the audit function. This tracks and describes changes to an individual's benefit, taking into account previous and future enrolment options. Auditing adds a comprehensive layer of historic data to benefit selections and can be used in report Builder to produce changes reports for providers and HR admins.
    • Configure who you can thank in Reward & Recognition -  allowing you to control who users can see in the user list when giving thanks through reward and recognition full thanks and quick thanks route.

  • What's new in version 2.16.0

    • Admin menu redesign - In response to a number of admin users who've found the admin menu a little daunting we've re-designed the interface to move the menu from the left hand side to top. This means the screens in admin now occupy full width, which for some of the more complicated is a great benefit.
    • Admin dashboard templates - design and assign templates for admins, along with the ability to override their current dashboards. Works for platform, tenant and user level.
    • Export / import tenant - I ain't told you about this ... export a tenant with settings, resources, content, snippets to a file and import as a new tenant. Beta, but you're welcome to have a play.
    • Auto enrol monthly (ongoing) benefits - changes to allow you to set when the benefit starts (based on start date, probation date) and optionally when the benefit ends
    • Reward & Recognition updates - you can now delete recognition instances from the nominations page (find a user who's been recognised and delete one or more of the nominations); reset / zero the leaderboard from the configuration page; manage the leaderboard name and heading text.
    • Data Table Widgets - where you can present data from report builder in a dashboard widget. For example, on a Platform dashboard you need a list of employees who's probation data is within the next 4 weeks; on a user dashboard you need a summary view of their personal, address, employment, dependant details. 
    • New expression - {{TaskListManagementUserOutstandingTaskCount}} expression added to display the number of tasks outstanding for the logged in user
    • Cost Centres management page - has been changed in admin to a more manageable "table" style interface.
    • Remember page in admin - This function allows you to navigate direct to the same user level page you're working on when you change user. For example, you're working on the Employment > Employee Details page for a user, then you want to navigate to the same page for another user - rather than have to load that user and then navigate to the page. You can set the platform to automatically land on the same user page for a new selected user by setting CoreSettings.AdminSelectTenantUserStayOnPage to True. 
    • Upload user documents in admin - the new UserUploadDocuments.AdminAllowed [true|false] setting allows you to upload files into the user's document library. Set this to true on the platform to enable this feature across all tenants, and provide permission to admins to upload user documents by setting tenants > users > library > documents to read and write
    • Disable terminate benefit - where benefits are allocated to users and can be changed by should not be terminated, such as life assurance, you can set configure this to Disable terminate benefit

  • What's new in version 2.15.2

    • System Events - the entire system event log for the whole platform is now available through the system > system events page. 
    • Personal Development enhancements - Ability to for line manager define whether interim appraisals should include objectives; separate text for appraiser / appraisee from within an appraisal; simplified 360 review invite process.
    • Scheduled Tasks control -scheduled tasks occasionally get stuck in the "executing" status. you can now change this on the edit page for the task to give it a gentle nudge back to life. If you have a task that's been stuck at "executing" for hours then change it to Not executed.
    • Image Preview - images and icons now show a preview along with the full image name and URL - all from the content > images page
    • Holidays booked - holidays booked by employees is now listed on their line manager's view. Managers can see a summary of all booked, taken, rejected cancelled etc from the holidays section of their team member's dashboard.
    • Dependent upload - populate a tenant with user's dependants via upload. 
    • Nominate dependents in pending selection - Where users have been been bulk loaded into benefits that require dependents you can ask them to specify which dependents they would like to link. 
    • Change benefit selection - while a benefit is pending (e.g. selected during a window and not yet activated) users can edit the selection. This takes you through the same screens as enrolling but maintains any selections made. This facility requires a setting to be enabled at platform or tenant level - set Benefits.AllowEdit to True to enable this.
    • Simplified pick lists - the more advanced options for pick list items have been hidden behind an "advanced mode" tab, allowing you to create items with just a single word, rather than underlying value, language value etc
    • Domain level resources - for platforms that have multiple domain proposition you can define domain specific resources to override the system level ones. For example, domain-one.com has HTML footer specific to them, but domain-two.com needs to show something else. You can now set this in system > domains for each individual domain.

  • What's new in version 2.15.1

    • Change notes- a pen icon has been added to every page in the admin system allowing you to add short notes. This saves notes for the specific page, for the selected tenant (if a tenant page) and the selected user (if a user page). You can read previous notes along with timestamp and name of the author. A Change Notes permission is provided to assign to roles for the areas
      • Platform level : platform > change notes
      • Tenant level : tenants > change notes
      • Benefit level : tenants > benefits > individual benefits
      • Benefit Package level : tenants > benefits > individual packages
      • Users level : tenants > users > change notes
    • TRS Widget - new client dashboard widget added to give a snapshot summary of the user's TRS
    • Get Metadata expression context - when logged in to admin the GetCompanyMetaData and GetTenantMetaData takes it's context from the selected tenant rather than as the logged in user. For example, if you'
    • Restrict by expression and employee group on widgets - controls have been added to widgets in client dashboards allowing you to restrict by expression or employee group
    • Redirect after registration - Where self register is set up on a tenant you can now set a specific page to direct new users to after initial registration. This provides an alternative to landing on the login screen and allows you to provide further instructions.
    • Send On Amendment Benefit Notification - A trigger has been added to benefit builder to support sending emails on amendment. Typically for monthly benefits where you allow changing the end date. Notifications will only be triggered while the benefit is active (i.e. not while the status is pending) 
    • Scheduled Download - scheduled reporting has been added to data transfer downloads. 
    • Digest emails on voice box - user can now subscribe to daily, weekly or monthly emails showing new entries or comments from the voice box.
    • Enforced password change - tenants (including the admin tenant) can be set to enforce password change within a given expiry date. Navigate to tenant > configuration > user security and set Require regular password resets to yes and set the lifespan days in Reset password every (in days). The same can be done for the admin tenant in back office > admin user security. 
    • Password History - You can define at tenant or admin level the count of passwords store in history that a user cannot re-use. This does not include their current password, which they cannot change to when performing a reset or forgotten password. For example, set the password history to 5 and users cannot change their password to their current one or any of the 5 before that. 

  • What's new in version 2.15.0

    • Angular JS version updated
    • Admin dashboard - We've altered the styling of widgets in the admin dashboard to make them a little clearer to see. 
    • Personal Development - version 2
    • Digest email notification - You can configure automated email notification to tenant users who have outstanding tasks (policy template tasks, authorisation requests for holidays, expenses, sickness, request for 360 reviews). This has been added as a button on user's Actions widget on their dashboard in admin. Access to this button is controlled by permission in users > account details > issue digest email. Format of the digest notification is managed by UserReminderDigestNotification email template
    • New conditions added to report builder- 
      • Extensive addition to date conditions in reports has been added with this "between" function, allowing you to filter where a date is between a time span. For example, you need a monthly report on users where where their start date was one year ago. You can build a report where the start date is between -13 and -12 months ago, effectively a month time span over 12 months ago. The function allows you to set days, months and years between one date and another.  
      • "Next Month" added as a condition
    • Team view on calendar control for approvers - a separate control has been added for the view that line managers and holiday approvers get when reviewing holiday requests. You can define the scope of what a manager can see so, for example, employees could just view their own team but line managers could see everyone broken down by employee group, department, division etc. 
    • Permission update for expenses - extra permission to define ability to authorise a claim
    • User Avatar - users can now personalise their screen with an Avatar through the account > profile > avatar page. In the MWP theme this is added to the profile drop down control in the menu bar, avatars are also displayed in voice box (including admin side), directory, reward & recognition. Admins can also create their own avatar.
      Note: requires AccountSettings.AvatarEnabled setting, either on the platform or the tenant itself, for user avatars to be set to true; and Admin.AvatarEnabled setting to be set to true for admin avatars o be enabled. By default these are set to false. Remember to reset cache!
    • Original email address in reports - when a user account is closed the email address is changed to allow re-using the the email address for another account. For example, john.smith@company.com is changed to john.smith-CLOSED-260116111854@company.com so you can create a new account for John Smith. If you need to report on the original email address you can use the new tenants > users > OrginalEmailAddress. 
    • New expressions- some new string functions and parameters in the expression engine: 
    • Planner - a new module has been added to provide a calendar based view of user's events and activity. When switched on for a tenant you can also include a planner widget on he user dashboard, listing what's coming up over the next 7 days along with links to the days in the planner. This first release of planner includes a view of Approved holidays, Approved sickness records, Tasks by required date, Appraisals, Training, Appraisal objectives, 360 review completion, Probation dates, Benefits, Non-working days. Items displayed on the planner link to their respective pages where appropriate. You can link directly to planner via the link /planner. 
    • Client Dashboard templates - you can create a library of client dashboards in content > dashboard templates, and import them into tenants. Particulalry useful if you have a specific dashboard layout as a service offering to a range of tenants and don't want to go through the process of building them each time.  
    • New how to videos- 
    • Benefit data transfer - benefit name has been added to the message in Completed Data Transfers panel
    • Email notifications for account validation - where account validation has been enabled on a tenant the validate / invalidate switch in admin now sends an email to the user. This uses email templates UserAccountInvalidatedEvent and UserAccountValidatedEvent, and is only activated when the setting Admin.Tenant.Users.EmailOnValidateInvalidate is set to True
    • File transfer and scheduled reports lifespan - files saved through scheduled reports now have an enforced time limit on the system of 18 months. Previously you could set a file to be deleted after 1, 3 6 months or never delete and leave the file on the system indefinitely. This last option has been remove, enforcing an 18 month lifespan as the longest.
    • People I Manage - the line manager's view of people they manage has been enhanced to include avatars on the list of staff members and job details in the main details page for each person
    • Change Audit on pages - individual value changes to personal, employment, address, contact details are now available on the user's page itself in admin as well as in reporting. For example, navigate to a user, select Personal Detail and you'll see a link at the bottom of the page allowing you to display the audit change date. 
    • Admin user information - email library and activity library has been added to a More Actions button next to each admin user.
    • Improved organisation chart view -  ability to expand and contract user tree, includes user avatars etc
    • No need to reset cache on resource change - hurray! No more need to reset the cache when you change a system or tenant resource.
    • File Audit - in content > files you can set individual files to audit read / download by user. Audit can then be reported against each user.
    • Allow approved admins to access - file transfer and report scheduler allows you to give access to the file to other admins who have permission to see files they don't own or are not specifically set as recipients. 

  • What's new in version 2.14.0

    • Holiday booking team calendar - providing filters on the employee's "My Team" calendar view. You can now add filters to the drop down list allowing view of employee group, department, location, division.
    • System URLs added to menu builder - the most commonly used system URLs (e.g. links to My Benefits, Company Directory etc) have been added to the URL drop down list on menu builder. 
    • Set policy number on authorisation - you can now set the override start date of a monthly benefit and Policy number on the authorise screen - configuration required.
    • User Search widget - a new tenant dashboard widget in admin providing search functions for NI, Payroll and system ID, along with summary of users waiting to be processes and the number of users validated / non validated
    • Benefit Widget - in the user dashboard has been updated to include a drop down list of benefit packages within the tenant so you can set their package
    • Validating users - a new status added to the user account allowing you to define them as validated / non validated
    • User access to extended registration form - if you have registration extra steps enabled you can link users to the form with the URL /account/register-review. This allows them to re-submit all form items you've specified in registration extra steps. re-submission of this for set the validated status to false. 
    • Custom CSS - the facility has been added to tenant > content > style editor to include custom CSS into the theme for the selected tenant. Useful CSS resources here. Careful!  
    • External link disclaimer - if you need to warn users they're navigating to an external website, and you're not responsible for the content of the external site, you can enable a message at tenant or platform level. When the Admin.Tenant.Configuration.OffsiteLinkDisclaimer setting is set to True any external links will present the user with a warning dialogue with ok/cancel options. Manage the message with OffsiteLinkDisclaimer.DefaultTitle and OffsiteLinkDisclaimer.DefaultMessage resources. Settings and resources can be managed at Platform or Tenant level.  
    • Change Audit data added to reporting - allowing you to report on individual changes to user data for a range of entities.
    • Custom Widget Builder - System admin can create new custom widgets at system level and make them available to specific dashboards. 
    • Manage Tasks - a new page where you can see all tasks assigned to employees in the tenant. This page displays the policy template, task name, employee it's assigned to and status, along with links to manage or permanently assigned delete the task. This leaves the original policy template and task rule in tact, it just gives you control to delete the task assigned to an employee. You can also select multiple entries to email broadcast or delete. 
    • Fixed dates in auto windows - you can now set specific dates within a month for windows to start and end, and for the benefit to start and end
    • Reward & Recognition Quick Thanks - a separate, simpler route for thanking a colleague on the Reward and Recognition module. This can side side by side with the more comprehensive full recognition which could be dedicated to "reward givers" group if required
    • Reward & Recognition points top up - ability to nominate a different point allocation to individual reward givers. Standard nn points per month are still in place, but you can also specify particular reward givers as having a bigger "wallet" of points to give out through recognition.
    • Pop up window code - addition to the knowledge base showing you how to create pop up windows to pages
    • Expenses image max size - many employees submitting many receipts for many expense submissions is going to stack up to a whole load of large images and fill up the server! A new system (or tenant) setting can shrink the images down to a specific size along the longest dimension. Set ExpensesManagement.Claims.ReceiptMaxImageDimension to, for example, 800 and all receipt images will be stored with 800 pixels along the longest dimension. 
    • Registration Details Widget - a new user widget available to the user dashboard shows all details submitted by the tenant user through the Registration Extra Steps form
    • Holiday carry over - support for allocating extra holiday in the following year for people who have not taken all of this year's leave, along with the ability to remove the carry over if not taken within a period of time.

  • What's new in version 2.12.5 (2nd November)

    • Benefit Confirmation message show on summary screen - a switch on the page details tab in the Selection section of a benefit now allows you to display the content from the Confirmation Message on the /my-benefits/summary page. 
    • Probation dates - define up to three employee probation dates on an employee record based on their start date. These dates can then be used in expressions and trigger points for benefit enrolment, task assignment etc.
    • Scheduled tasks monitor - a heartbeat monitor has been added to system > scheduled tasks page so you can see if the scheduled tasks service is running correctly. If the last attempted scheduled task was longer than 10 minutes then the system is probably unhappy with something! Avantus Systems will need to re-start the service, in the meantime you can locate you're drop dead important task and run it manually by selecting the task and hitting run. 
    • Benefit Widget on client dashboard - a new widget has been provided for client dashboards listing all the benefits available to the logged in user. This follows the logic of the /my-benefits page with a simplified view. 
    • Users widget search boxes - the users widget in admin is almost always needing to search by name or email so we've switched this on by default rather than having to toggle the search button
    • MailGun domain override in domains - you can now specify a MailGun domain in system > domains. This will set the domain that MyWorkPal uses when sending emails through MailGun so that the sending server matches the domain you're sending from. 
    • Tenant use own SMTP server - Alternatively ... you can set a tenant to use their own SMTP server rather than Mailgun
    • Benefit Activated Status - A user's instance of a benefit can change status (awaiting authorisation, enrolled, terminated, expired etc) but only some instances ever make it to be a live benefit. A new Activated flag is set to True when the benefit actually goes live, and sets the date that benefit was live from.  
    • Admin user multiple roles - Admin users can now be a member of multiple roles, allowing you to design a role with responsibility for a collection of permissions and add this role to a user. For example, a "Full User Manager" role may look after everything to do with employees and "Content Editor" would look after content on the site. You can assign both roles to an admin user so the can manage users and content.

  • What's new in version 2.12.4 (12th October)

    • Data transfer log - column included in the data transfer history showing the admin user who instigated the upload
    • Expense summary screen - screen added along side the PDF download showing all items within an expense claim. Image receipts are included along with links to files that cannot be displayed such as PDF, Excel, Word etc 
    • Reward & Recognition screen re-order - the order of screens when nominating someone for thanks has been swapped around. You now select the value type after choosing the person (value type could be a brand or company value, or work ethic such as customer service / team work etc), then you chose the thanks type. This allows R&R to be configured to rate a work ethic, e.g. Customer service @ good / great / fantastic.
    • Job Details data transfer - transfer now trims white space at the beginning and end of data in the spreadsheet so department, devision etc can be matched.

  • What's new in version 2.12.3 (21st September)

    • Sickness absence data transfer: you can now upload history of sickness absence in bulk for employees, allowing you to set up records that contribute to bradford factor
    • Subtotals in expenses summary: category subtotals are now included in the expenses summary PDF for individual expense claims
    • Booking holidays in hours for full time schemes: holiday schemes where the number or hours across days of the week (treated as "full time") can now be set to book by hours rather than full or half days. When set to hours the user can only book by hours.

  • What's new in version 2.12.2 (31st August)

    • Task list policy template widget update - number of employees within a tenant who have tasks requiring admin attention are now reported on the dashboard widget
    • Asynchronous data transfer - previously data was transferred immediately on selecting the file to upload. This process has been changed to hold the file on the server until any currently running data transfers have completed before starting the import routine. The admin user can optionally receive an email notification when complete. The main benefit with this change is that data transfers can work in the background allowing the user to navigate elsewhere while waiting for completion. 
    • Holiday scheme data transfer - allowing you to bulk upload users into specific holiday schemes along with initial annual allowance in hours.
    • Max length of service override - you can set the maximum number of years in "Allowance is linked to length of service" section of holiday schemes
    • Expense claims awaiting authorisation view - the screen in tenant > expenses payment manage now shows expense claims submitted by users but not yet authorised 
    • Expense claims files in PDF - a link to expense claim files has been included in the summary PDF for each expense submission, allowing you to download files such as Excel Spreadsheets. 
    • Multi select on notifications - function added to allow you to select all notifications on a page in order to take or archive
    • Tenant level settings: settings perviously editable at platform level only have now been included in tenant > configuration
    • Hide from benefit summary - a toggle on benefits allows you to hide it from the benefit summary
    • Auto close user account - user accounts will be automatically closed when the has left" date is reached. For example, set the leave date to one in the future, when that date is reached the account will be closed by the system, account disabled and all benefits terminated. 
    • Employment History data transfer - upload and edit multiple employment history records for multiple users
    • Salary & Remuneration data transfer - bulk upload to the tenant > user > employment > remuneration area
    • User dashboards (beta) - ability to create multiple user dashboards and design the look and feel of dashboard widgets

  • What's new in version 2.12.1 (20th July 2016)

    • Create a distribution list from a report - A toggle has been added to tenant level reports allowing you to define the output as a distribution list for email broadcast. Create a report filtered to users however you like, make sure the first column is "Tenants.Users SystemId", switch the "Distribution List?" toggle to yes and hey presto the report will appear as a new distribution list in Email Broadcast.
    • Automated Reports / report scheduler - set a report builder download to run automatically on a scheduled basis and distribute to nominated admin users.
    • Admin dashboard bookmarks - a new Bookmarks widget in tenant and user dashboards allow you to save frequently visited pages. When you visit a page you'll see a "Bookmark this page" link, click this to add the page to your bookmarks. Links are tenant and user agnostic, they simply take you to the location of the selected tenant or user. Make sure you have enabled the Bookmarks widget on the tenant or user dashboard but clicking the orange layout icon on the right hand side of the page. 
    • Holiday data transfer - facility to bulk load holiday requests
    • Merged reports - facility to merge multiple reports together and add calculation columns 
    • Import platform reports - facility to import reports from platform level into tenant report builder
    • Family members - a button has been added to the tenant user's Family & Dependents screen to enable quick copying to emergency contacts 

  • What's new in version 2.12 (22nd June 2016)

    • Content widget - new widget available on the tenant dashboard linking to pages in the content area: Files, Page Templates and Images
    • Communication links and widget - email broadcast and company announcements have been moved to the new Communication menu parent item on the tenant menu, and links added to a new Communication widget
    • Recruitment Manager widget - links to "add new job definition" and "add new vacancy" screens added to Recruitment Manager widget
    • Employee Relations records - admin can now create, edit and write notes agains employee relations records (Grievance, Disciplinary, capability, sickness absenteeism)
    • Knowledge Base - you can now write your own knowledge base articles for pages within the admin system, allowing you to provide help for your client administrators in your own language. Avantus systems will continue writing instruction in our own blue question mark icon, aimed at system administrators. Feel free to pilfer what we've written and change the words to suit your clients, you'll probably make more sense than me!
    • Exclude from flex statement - new switch in the configuration tab of benefits to allow hiding a benefit from the flex statement.
    • File transfer at tenant level - file transfer as been added to the tenant level as well as back office, All functionality is the same, but files are held in the tenant only and not visible in the back office area
    • Access to other benefit's data - a couple of new expressions allowing you to extract specific field data from a specific benefit that the user is enrolled in. For example, you want to show the level of PMI benefit your enrolled in when looking at the Health Cash Plan benefit
    • Reward & Recognition module - providing a means for employees to publicly thank each other through configurable recognition and company award schemes. Points can be associated with recognition and awards, and redeemed against rewards.  
    • Auto repeating windows - where you're using specific windows on a benefit but need to frequently repeat them throughout the year, you can now set them to automatically repeat, incrementing by days, months or to a specific date. 

  • What's new in version 2.11.0 (18th May 2016)

    • Secondary approvers - approvers for a number of HR functions have been separated out and extended to include secondary approvers when out of office. This affects modules Holiday booking, Sickness absence, Expenses. By default the line manager is responsible for all approval, this can been overridden on the employee record, along with setting a secondary approver when the primary approver is out of office. For example, a holiday approver may be different to the line manager, and a secondary holiday needs to be set for when the primary is out of office. When the primary approver sets their account as out of office on the dashboard (or admin sets to out of office on employee record) any requests are sent to the secondary approver.
    • Policy templates update - significant changes to task list and workflow. 
    • Expenses reporting - enhancements to expenses reporting now supports paid summary with date range along with full download
    • Company directory - the employee user directory (/directory#/full) now includes user details for  Phone, Phone alt, Email, Department, Division, Location, Job title. The last 4 items are taken from the users employment details > job details page. 
    • Admins with access to a tenant - we've added a button in tenant > configuration > tenant details to show who has access to this tenant. This list is limited to roles other than full system admin
    • Out of office - a new button on user account page allowing admin to set when they are out of office. Currently this determines whether approval requests (holiday, sickness, expenses) should go to the primary or secondary approver.
    • New GetAllocationRemainingForCalendarYear expression - returns the number of days or hours left in a user's holiday allocation

  • What's new in version 2.10.0 (20th April 2016)

    • New Contains() function - Useful for restricting by expression, you can test to see if a string, number or variable is contained within another string, number or variable. this works as a wildcard comparison, e.g. "work" is contained within "myworkpal"
    • Re-issue ALL invites - extending on from previous re-issue expired invites, you can now re-issue invites to all users who've previously been invited to activate their account but not yet done so. This ignores whether the previous invite has expired, useful if a tenant has inadvertently blocked emails from MyWorkPal to users. 
    • Expenses summary download - the summary download in expenses management has been extended to include completed expenses between filtered date range
    • Library Builder - build and manage extensive structure content in a tenant.
    • Company Announcements / News - enhancements have been made to Company Announcements to present them in a blog style news layout; include summary text; restrict by expression; restrict by employee group.
    • Company Announcement download - additional fields in the company announcement survey download display the user's name.
    • Holiday booking email settings- two new settings added at platform level to control holiday email notifications:
      • HolidaysAndAbsence.ICalendarAttachment  - Specifies whether an iCalender attachment should be added to appropriate emails during holiday and absence processing
      • HolidaysAndAbsence.SendEmailToManagerOnApproval - Specifies whether an email should be sent to a manager on approval (the individual concerned will always get an email
    • Tenant level report builder - providing access to tenant managers (e.g. HR Managers and administrators) to build their own complex reports within their own tenant. 
    • Which tenant does an admin user have access to - New controls in back office > admin users make it easier to see which tenants an admin user has access to, allowing you to filter the tenant list to selected / unselected. 
    • Tenant notes - similar to user notes but at tenant level

  • What's new in version 2.9.1 (30th March 2016)

    • Link dependents to benefits - provides the ability to ask users to specify which of their dependents they wish to nominate on a benefit. For example, family PMI requires spouse and child, this feature allows you to ask which of a user's dependents they wish to include. Once selected the specified dependents can be reported on and dependent details can be expressed on screen or in documents.
    • Concertina style FAQ - we've extended the stylesheet available to platforms to enable creating concertina style frequently asked question blocks. Once you've written a collection of questions and answers you can set the question as FAQ Header and the answer below it as FAQ Body. When rendered on screen all the FAQ bodies are hidden, only showing when you click the answer above it.
    • Restrict content by expression: Page templates are currently set as public or private (authenticated / logged in users can view) only. This new feature allows you to configure complex restrictions based on employee group and/or expressions in the same way you create restrictions in benefits. At tenant level you can restrict by employee group or by expression, at platform level by expression only
    • Restrict menu items by expression: As above, you can restrict items in the navigation menu by employee group or expression. Platform level menus only have the facility to restrict by expression  
    • Restrict by employee group: We've fine tuned the restrict by employee group in the above changes and on benefits by adding further identifiers to the groups. This allows you to define whether you're granting to all people other than those with any of or all of the employee groups, and similarly when denying to all other than any of or all of the employee groups.   

  • What's new in version 2.9.0

    • User dashboard widgets: Five shiny new user dashboard widgets to help you get see the information about the selected user: Personal Details; Employee Details; Address Details - showing the first address and the number of other addresses on record; Benefits - showing their package and number of active benefits; Emergency Contacts - showing the first contact and number of other contacts. Each widget includes an edit button to take you to the areas they're linked to. The existing user dashboard widget "User Actions" now requires permission "Account Details => Write" for an admin user to to be able to see and use this widget on their dashboard.
    • Secure Messaging: Secure messaging allows you to communicate directly with tenant users through an online "ticket" style conversation. All messages are held on MyWorkPal, notifications are sent by email to recipients asking them to log in to read the message.

  • What's new in version 2.8.0

    • User Benefit Policy Number: policy number can now be records against an instance of a user's enrolled benefit, either by user or admin depending on configuration. Policy number is then displayed in the /my-benefits/my-policies page
    • Auto user windows: allowing you to set rules in a benefit package to automatically create benefit lifestyle windows for users based on their start date. For example, all new starters may need a 1 month selection window open when they start at a company, so they can enrol in a benefit that commences after 6 weeks and runs until the end of the current active benefit term.
    • Auto enrol in benefits: following on from the above, you can also automatically enrol users into benefits, either into rolling monthly or specific windowed benefits. You must first create a window for them to enrol in to, then specify what level they should go in at.  

  • What's new in version 2.7.6

    • Soft delete user change: User's line manager and holiday approver are now deleted from a user's record when they are soft deleted. This frees up the allocated line manager, allowing their line manager status to be removed where required.
    • Number of days off sick counter: the line manager view of people in their team off sick has been updated to indicate number of week days off sick. The screen also indicates in red where they have been off sick for longer than 5 days.
    • Employee Directory layout change: employee directory now shows the individual's first name initial in a circle (avatar stylee) along with addition of phone number (from employee details) and some layout tweaks
    • Remove line manager when closing a user record: when you close (soft delete) a user record the link to their line manager will now be broken, allowing you to remove line manager status from orphan managers
    • Number of days off sick: Line managers can see how many people in their team are off sick, they will now see the number of days each have been off sick, highlighted red when the day count goes over statutory 5 days requiring return to work questionnaire. 
    • Sickness & Holiday report data: extended summary data for holidays and sickness absence have been added to the entities available in report builder. These can be found under the Management View entity in users.holidayRequests and users.absenceRequests
    • Half days sickness absence: Users can now register half days sickness - either morning or afternoon. Handy of you're just popping off to the dentist.
    • SAML2 Single Sign On: MyWorkPal can now support single sign on using the SAML2 protocol. SSO providers are configured at platform level, then made available to individual tenants. Configuration is managed by the MWP team.

  • What's new in version 2.7.5

    • Minor bug fixes
    • Defining the CEO: If you need to provide all employees with a line manager, including the big boss at the top, you can now do so without breaking the organisation chart. To do this you must define the boss as a line manager and set them as the Chief executive officer in tenant > company > details
    • Grievance and Disciplinary file: Can now attach a file to Grievance and Disciplinary records
    • Line Manager data transfer: a new data transfer has been added to tenant > users > data transfer for "user role assignment". This allows you to create line managers and assign employees to them and / or optional holiday approvers. 

  • What's new in version 2.7.3

    • Mandatory fields in new user wizard: You can now define a number of fields required when completing the wizard. Out of the box these fields are not mandatory but can be switched to required by updating the system > setting: Admin.Tenant.Users.WizardMandatoryFields.
    • Re-issue expired invites: You can now send a reminder email to users who have been processed but have not yet activated their account. Click the re-issue button on tenant > users screen to start the process. This finds all non verified users where the verification key has become inactive - typically after 7 days.
    • Benefits added to /my-benefits/my-policies page: Linked Resource and Content Only benefits are now included in the mobile friendly policies page at /my-benefits/my-policies. These benefits will show on this page IF they are linked to a provider and product

  • What's new in version 2.7.2

    • Tenant drop list speed: the drop down list to select tenants was slowing down to a crawl. We've sprinkled a little salt on it's tail, running nice and fast now.  
    • Organisation Chart: complex line manager / employee structures can now be visualised in tenant > company > organisation chart
    • Expenses Phase 2: We've added the facility to download outstanding expenses due for payment in spreadsheet format; PDF summary of each expenses claim, including image of uploaded receipts; VAT element, configurable as required at expenses type level.  

  • What's new in version 2.7.1

    • Calc Engine update:

      • You can now duplicate calculations

      • Info boxes now appear next to field display text properly when the text wraps over 2 or more lines

      • Tweaked the buttons so that you now align them to the left, centre or right of the panel/page; also added an image alignment so you can place a button image to the left or right of the button; added a ‘Disable on invalid fields’ property which will simply disable the button until all fields have been completed on the panel.  This is handy to only allow a user to progress once the required fields have been completed.  This property is optional so you can allow buttons to still be clicked if fields have not been completed.  This is useful for allowing users to go back in the process.

      • Changed the way the calc pages are laid out.  Panel columns are no more.  You now use page sections and you can set how wide the page section will be within the page.  You now also set individual panel widths which will be relative to the page section they belong to.  You can set a panel width to be ‘Auto’ which will set each visible panel in the page section to the same width.  You are also able to apply an offset to a panel which means you can push the panel away from the left hand margin (useful for centre aligning panels).

      • You can now set initial values for fields.  These initial values can be static or can be dynamic so you could for example populate a field with the logged in users salary.

      • You can now put placeholder text for empty fields e.g. put ‘dd/mm/yyyy’ for empty date fields, etc

    • User Dashboard: the dashboard / widget approach has made it to the user account screen. At the moment we only have two widgets, the same as the ones in the original dashboard, but I'm sure you'll let us know if you want to see more - just drop us a line

  • What's new in version 2.7.0 (minor version update)

    • Calc Engine: a significant new module development enabling complex calculators to be built on the MyWorkPal platform. Drop us a line or call James if you'd like to discuss more.
    • Metadata Permissions: Role permissions have been further enhanced to define role based access to metadata items, allowing you to specify who can read / write to any field.

  • What's new in version 2.6.4

    • Benefit notification emails: emails triggered by Auto Renew Success, Auto renew fail and Auto Recalculate have been moved to the benefit itself, under the notifications section. Previously these emails were hard coded and couldn't be changed at tenant level. We've also included a toggle on email notifications to enable / disable the notification, so you can switch emails off when seeding the tenant with users and benefits. 
    • Cascading permissions: Functionality and pages in MyWorkPal are heavily guarded by permissions associated with roles. Over time this has become somewhat complicated, especially where a page such as Employee Details requires specific permissions for element inside it, such as metedata or HR modules. The permission principals have been updated to take into account elements in pages, simplifying the setup process. More details on how this has been simplified in version 2.6.4 here. While designing a role we suggest you create a new admin user assigned to that role and log in as that user on a different browser (e.g. log in as a super user to build the role on Chrome, and log in as the new admin users associated with the role on Firefox). As you make changes to the role you can simply refresh the screen you're testing on, no need to log out and back in again. You're going to love this one, but shout if it doesn't make sense!
    • Element level permissions: You can now define permissions for elements within a screen to define more granular control of sensitive data. At this stage we've extended read / write permission to 
      • Employment Details> Salary, Future Salary, Future Salary Date, Benefit allowance, Future benefit allowance, Qualifying earnings. 
      • Personal details > Date of birth, NI number.
    • Benefit selections in notifications: from 2.6.4 onwards any benefit transactions will display the selection name/value pairs in the notification messages. For example, a user enrolls in a cycle to work benefit, selecting Voucher Value: £1000, Retailer: Evans and Purchase code: ABC. Each of these selections will be displayed in the extended details areas under Notification Type in the notification centre, and included in the email notification if this option is enabled. If you do not want these details included in the email you should edit the AdminNotificationEvent email template. 

  • What's new in version 2.6.3

    • Tenant level content: content that's been specifically created for a tenant (email, document and page templates) were previously shown alongside system level content, quite often lost or mixed in with content and requiring a few clicks to find it. The screens have been changed now to hide system level content by default, with the ability to "filter" it back in by clicking the search button and setting the scope to All.
    • Menu reshuffle: With so many features in MyWorkPal our menus were getting a little crowded! We've shuffled things around in the tenant menu: Email templates have been moved to inside the content menu leaving email broadcast as a top level menu on it's own; Voice Box entries have been moved to inside the company menu; task list Policy Templates have also been moved inside the company menu. 

  • What's new in version 2.6.2

    • Recruitment Centre Apply: application process has been added to the recruitment centre, allowing people to enter personal details and optional CV to apply for jobs. There's a video of how this works too if you want to kill five minutes watching something. 
    • User Notes: New feature allowing admins to write notes against users, trigger email reminders etc. Walk through video here.
    • Menu Library: You can now save a tenant menu to a library at platform level. This means you can build different style menus that are appropriate to groups of tenants and load them in quickly and easily. Credit to James for this idea, we thought it was daft at first, but it's really very clever. We've been in movie mood this week so there's one for this too.
    • Stay on page when editing: When working on page template content or a snippet the save button would previously navigate you back to the list screen on save. If you're making complicated changes and need to save often and test this becomes an onerous task of finding the content again to make more edits. Functions for these pages have been changed to keep you on the screen, and show a green "success" message to indicate the save has been made.  

    • Fact Find Download: further details identifying the user have been added to the fact find download file.

    • Sticky gritters: red error messages on the benefit screen now stay on screen rather than close after a couple of seconds, allowing you time to read the error message.

  • What's new in version 2.6.1

    • New Module - Remuneration: The Remuneration page under a tenant user allows you to record a history of salary and other payment details for each individual user.
    • New Module - Job Details: The Job Details page under a tenant user allows you to record a history of employment statuses for each individual user.
    • Company Announcements Survey: Where users have submitted a company announcement survey the answers given are shown on the screen. Were previously not available. Requires Company Announcements module - please speak to your accounts  manager for further information. 
    • Sickness absence return to work questions: The ability to set questions to a user's sickness absence recording at the point of returning to work. question sets are built up at tenant level, can be defined as specific data types and whether mandatory. Answers are made available to line manager's view when signing off absence along with admin screens. Requires Sickness & Absence module.
    • Benefit start date override: you can now override the start date of monthly benefits that require authorisation. For example, a cash plan benefit can be enrolled ant any time during the month, and by default assume the beginning of the next month as a start date. User's enrolment in the benefit appears in tenant > benefits > approve benefits, those with the "Allow override start date" switch set to Yes will include an override function allowing you to set a specific date e.g. today. 
    • New training video - changing a benefit start date: Video showing how to configure the start date override function described above. 
    • Placeholder Menu: the blue placeholder menu in benefits now separates user defined snippets from system level placeholders.  
    • Benefit Expire status: Benefits can now be set to an "expired" status when they reach the benefit end date. This needs to be activated as a scheduled task by the MyWorkPal support team to take effect. This automated feature will sweep through the enrolled benefits each night and switch from Enrolled status to Expired where the end date has been reached. This works for monthly or specific windowed benefits, and supports a new "Send on expire" email notification on the benefit itself, so you can notify users, providers or admins. The trigger for automatically expiring benefits is managed through a scheduled service on the platform, and not enabled by default. If you would like to have user's benefits set to expired automatically at the benefit end date please let us know and we'll activate this feature on your platform when this feature is made available in version 2.6.1. This will take effect on all tenants and update any existing records that have the Enrolled status and have past the benefit end date. 

  • What's new in version 2.6.0

    • Secure file transfer (#1201): New core feature in Back Office, allowing you to share files with one or more admin users on the platform over secure connection, eliminating the need to password protect and send by email
    • Email broadcast: send button on email broadcast now disables on send. Previously was able to double click and send multiple emails. 
    • User Locked label: Red "locked" label placed against a user on the users list screen when Lock Account pressed 
    • Personal contact numbers on new user wizard: home phone number and mobile number added to Account & Personal section of new user wizard
    • Absence data in report builder: data from sickness absence now available in report builder 
    • Placeholders / Snippets (#1293): Custom placeholders at platform level enable admin to create strings of text, html, javascript, numbers etc and use them in content, emails, document templates. This has now been extended to allow tenant level override of placeholders. We've also change the name to Snippets and reflected this name change in the content editor 
    • Qualifying Earnings parameter: a new parameter has been added, available as an expression, for Employment Details> Qualifying Earnings. This value may be used for example as a pensionable salary where different to standard salary. Use the syntax {{qualifyingEarnings}} in an expression to call this value from the logged in user. If they do not have a value set this will default to zero. 
    • User Benefits Manage: the page to manage a user's individual benefit selections has been updated to provide more information. Go to user > benefits > manage, select an individual transaction within a benefit, you'll now see more detail on the window and benefit dates along with a log or user activity in date order (oldest at the top)
    • New training video - overriding font styles in emails 

  • What's new in version 2.5.1

    • Email addresses with apostrophe: issue with users entering email addresses with apostrophes on registration page fixed
    • Admin user list: now displays admin full name rather than username
    • Tenant Resources override: screen added at tenant > configuration > resources to allow manual override at tenant level for system resource strings. typically resource strings are managed globally and edited at tenant level through admin screens. This screen allows admin to override resources that are not catered for in admin screens. 

  • What's new in version 2.5.0

    • Holiday booking for part time hours (#1167): Holiday schemes for tenants has been enhanced to support employees on part time hours and staff in different bank holiday regions. With this new update you can now set the working hours for each day at holiday scheme level. If a working week does not have the same working hours for each day any users associated with that holiday scheme must book holidays in hours rather than full days.

  • What's new in version 2.4.5

    • Benefit data transfer user identity: forename and surname added to benefit transfer upload / download. This is for information purposes only, names will be displayed on the download but are ignored on the upload so you cannot make changes. 
    • Insert files into email templates: Dialogue added to insert files into email templates at platform level. Was previously limited to tenant level email templates. 
    • Link to tenant dashboard: link added to navigate back to tenant dashboard, located above tenant > configuration
    • Expenses module updates: list of allowable file types included on file upload and notes on disabled functionality when representing a user

  • What's new in version 2.4.4

    • Client Dashboard (#1019): new dashboard control added for tenant users. This allows admin to specify a new range of widgets that the end users of tenants will see. You can edit client dashboards in tenant > content > client dashboard. This new client dashboard will be available to users on /clientdashboard. 
    • New user wizard: Added employee group and cost centre to Employment details, and start date in future allowed.
    • Registration extra steps (#959): Added payroll number to employment details, allowing you to request this from users when they first log in. Also fixed bugs linked to meta data.
    • Tenant Widget - Expenses Manager: Summary view showing number of claims awaiting payment and authorisation. 
    • Tenant Widget - Voice Box: Summary view showing number of voice box entries and number of anonymous entries awaiting approve claims awaiting payment and authorisation. 
    • Tenant Widget - Grievance & Disciplinary: Summary view showing number of open Grievance and Disciplinary cases, with links to a filtered list of users these cases apply to. 
    • Tenant Widget - Recruitment Manager: Summary view showing number of open and applied positions in the recruitment centre. 
    • Tenant Widget - Who's away: Sickness: Summary view showing number of people in the tenant currently off sick.
    • Tenant Widget - Who's away: Holiday: Summary view showing number of people in the tenant currently away on booked holiday.
    • Tenant Widget - Employee: Searchable list of all active users in a tenant  
    • Tenant Widget - Compliance Checker Summary: List of users with outstanding and overdue tasks issued by task list manager

  • What's new in version 2.4.3

    • External logins: Issue was found with external provider logins (Google, Facebook, Windows Live), where linking an account and logging in was intermittently interrupted. This was caused by recent security tightening on user access. 
    • Set new user as line manager: issue found when creating user through new user wizard, wasn't setting line manager status. 
    • Company Announcements Download: download action added to company announcements where survey has been enabled, to allow admin to retrieve results from a survey.
    • Page Templates roll back: Revision history added to page templates at platform level, allowing admin to roll back to previous version
    • Completed title on benefit selection: The final stage of benefit selection page now has a separate "Completed" heading. This was previously set to the same as the previous "Confirmation" title. The two resources are: Benefits.BenefitDetails.Completed and Benefits.BenefitDetails.Confirmation and can be changed in system > resources
    • Monthly Window Update: Monthly windows can now be configured to ignore payroll cutoff date - assuming payment will start the next month. You can also disable the benefit end date and terminate button. This has been put in place to support running core benefits such as Pension on a monthly flex basis.
    • User Dashboard URL: New fixed URL for the original user dashboard - /welcome

  • What's new in version 2.4.2

    • "All Contact Numbers" for users: Where users have registered multiple phone numbers you can included them all in a concatenated list rather than multiple user lines in reports. In report builder select tenants > users > PersonalDetails > All Contact Numbers and add this to your report. 

  • What's new in version 2.4.1

    • Payroll reports: new tenant level employee benefits payroll report
    • Bug - could not view contact numbers for users in admin system: when viewing a user, selecting the "contact Numbers" menu option generated an error without showing any users's details. 
    • Tenants in demo mode: When new tenants are created, by default they will be created in "demo" mode. Tenants can easily be changed to not be in demo mode by using the Tenant Details editing facility. The only visible difference to client screens, when the tenant is in "demo" mode, is that an indicator will appear at the top of every screen. 

  • What's new in version 2.4.0

    • Manage team member: team members screen (line manager view) tidied up to remove unused placeholders
    • Childcare Vouchers Login: single sign on login now included on the users screen in admin to impersonate a user on the Fair Care "Online Childcare Voucher Account". This allows admin users to test Childcare Vouchers single sign on from admin rather than having to impersonate a user first and sign on from their screen. 
    • Bug - could not delete employee group from user: using the user upload to move employees from one employee group to another wasn't deleting them out of groups removed from the column.  
    • Stand alone content page (#1067): facility has been added to allow page templates to be rendered on screen without the standard theme layout. For example, a theme may have navigation bar, footer etc with the content for page templates placed in the centre. You can now remove all styling and layout by placing u/ in the path after /pages (e.g. https://abc-company.myworkpal.co.uk/pages/u/test). Specific styling can bee added to the content through the use of placeholders to create specifically branded and laid out pages
    • Bug - updating employee groups: there was an issue with updating employee groups through bulk user upload, now fixed.
    • Tenants widget updated: now includes count of active users
    • Update to flex statement: Flex statement has been re-built to allow more control over the "future" column data. Column names and length of time the future column takes into account are now configurable, defaulting to 3 months. for example, a monthly rolling benefit or £50 will show this figure in current and future. If £60n has been requested to start in 4 months it will still show £50 until next month when the new level is taken into account.  
    • Benefit screen flex statement (#807): a link to the flex statement has been included in the benefit selection screen, overlaying the selection page. This allows users to get a quick view of their current position along with a line showing the potential impact of the benefit they are selecting - clearly marked in red. For example, selecting PMI with an employee cost of £50 per month, click the "how does this affect me" button so see the impact. Click Resume to continue with the benefit selection.
    • Fact Find builder: a new module has been added allowing you to create and manage user fact finds / surveys. Fact finds are made up of one or more sections of questions, allowing you to create a library of question sets and combine them into multiple surveys. For example, you may have a common set of personal details question and financial details questions. These can be grouped together and used in multiple surveys.
    • User ID lookup: the system generated User ID has been added to tenant > users > users list. This is hidden by default but shows when the search filter is activated.

  • What's new in version 2.3.3

    • Bug - issues with registering on tenant side
    • Bug - admin portal was logging out users for Google Chrome when the browser version was attempting to upgrade. Issue linked to new concurrent sessions disallowed.
    • Enhance logging: extended logging to trace the above issues now in place for future debugging. 
    • Holiday Bookings in report builder: data from holiday booking system has been included in the report builder. Data columns can be found under Tenants > Users > HolidayRequests in the Entities section of the report builder
    • Create new user: simple version now removed in favour of the extended new user wizard

  • What's new in version 2.3.2

    • New user wizard: you can now a new user to a tenant through a "wizard" allowing you to define extended personal and employment details. The tenant > users > create new user screen integrates much of the form fields from user personal, address and employment details, along with meta data in a stepped process. Any duplication of email address will be picked up at the final step, asking you to track back and amend. Once the user is fully committed the wizard selects the new user and loads you into the account page.
    • Updates Benefit Summary screen (#1006): column added to show payment frequency and toggles to show / hide content only and linked resource benefits. 
    • Users list: username column has been removed from tenant > users > users list. This was ambiguous if you have created a tenant with users then changed to "use email address as username". Username is still shown on the user account screen.
    • Email templates screen: This screen has been simplified to Remove scope and revision column and add a column showing subject
    • Bug - New dashboard page on login: this screen was initially showing an application error when first logging in, fixed now but please let us know if your login does not work seamlessly. 
    • Benefit opening and closing widget: new widgets added to show benefits where window type is specific and open or close dates of the window are within the next 7 days.
    • KB link: knowledge base links added for platform and tenant dashboard pages.
    • New inDomain function: function created to allow setting text specifically for tenants allocated to a domain in page templates, document templates and email templates. 
    • Concurrent sessions disallowed: This is a significant change - login from separate locations under the same user account is now disallowed. For example, you cannot log in a "AdminUser" on Chrome and on Safari at the same time, whether on the same computer or different physical locations. This also applies to tenant users (employees within a company), though does not apply if you represent a user. For example, if a user is logged in and you represent them you will not take over their session and log them out.
    • Duplicate items on benefit builder: items at the lowest level in benefit builder i.e. input or expressions under an Option, are no longer able to share the same name. This was causing issues with reporting when duplicate names were used by mistake.  
    • Lock account: button on a user's account page allows you to lock the user, blocking them from logging in.

  • What's new in version 2.3.1

    • Tenant and Platform dashboard: New dashboard landing pages at platform level (where you view all tenants) and tenant level. Also, when you have access to a single tenant you now land on that tenant automatically without the needs to load it from drop down list or tenant list. Dashboards accommodate "widgets" - summaries of information and links to help you navigate to areas useful to you. 
    • TRS layout and chart update (#961)): functionality added to remove the legend on the client TRS and represent segments of the pie chart in the item itself. Colour picker added to the item to set the colour, and icon added to Category. URL also added to items in layout so you can link TRS items to fixed pages or external URLs.
    • KB articles: articles added for domains and notification types.
    • Resources bug: problem updating resource strings, now fixed. 
    • Version banner: Banner now appears on the admin system when the version has been updated, containing link to this page.
    • Single tenant user: admin users who have access to a single tenant only now land on that tenant by default without the need to select the tenant first.  
    • Error messages unreadable: the red "gritter" error message boxes were difficult to read o some themes and hindered debugging. text has now been set to white to make debugging clearer. 
    • File paths in TRS content: paths to files has been added to the text editors in Total reward Statements header, footer and no data content.
    • "Create From" tenant templates: button added to allow creating from a tenant page template in the same way you can create from a system template. This applies to all page templates in tenant > content > page templates
    • Virus scan on uploaded files: Virus scanning has been integrated with the platform where supported by the host server. When enabled this will reject file uploads where the extension has been changed or a virus has been detected.
    • New user wizard (#958): coming soon! A multi screen process will enable you to add account, personal, employment and address details in one go to create new users. At this stage only the link is present on the menu, full functionality should be in the next update.
    • Date format in reports: report builder output to excel now formats dates correctly. 

  • What's new in version 2.3.0

    • Multi Proposition (#923): structure has been put in place for hosting multiple domains from the same platform - e.g. company1.benefit-portal.com and company2.hr-portal.com. Admin user interface is not in place in this update ... watch this space!
    • Manage notification types (#947): You can now manage the list of notification types available to admin users. 

  • What's new in version 2.2.2

    • Field value in user benefits: the full set of field names and values has been added to the user > benefits > manage screen. This will play back all fields selected against the user selection
    • Email broadcast tabs: erroneous number on the email broadcast tabs has been updated to show the correct count
    • TRS - full summary report (#906): pivot table report added to tenant > TRS > data transfer. This reports on all users in a company showing all benefits in separate columns. Currently just outputs employer paid data.

  • What's new in version 2.2.1

    • MyWorkPal "How To" movies: link added to admin next to the knowledge base listing a collection of training videos. This will grow over time, please let us know any suggestions!
    • Role permission access to knowledge base: links to training videos and knowledge base articles are now governed by role permission. In back office > roles you can control visibility of the links in system > help links 
    • Manage Locales: new page added to allow system admin to manage the locale list. 

  • What's new in version 2.2.0

    • Group benefit notifications: You can now manage notification group for benefits by categorising the benefit. This allows admins pick up notifications for all benefits within a category. For example, you may have benefits for some tenants called "Cycle to work" and others called "Cycle to work scheme". If you set a Category in the Details section of the benefit this will be included in the category list under the notification type.
    • Snapshot Values - If you need to take a regular snapshot of employee and employer values for a given benefit you can enable Snapshot Values and create a schedule for the snapshot to run. More details in the Configuration section of Benefit Builder KB. 
    • Recalculate Values  - You can set a benefit to re-calculate selected values based on user data that may change. For example, pension contributions calculated as a percentage of user's salary may need to be re-calculated when salaries change. You can enable Recalculate Values to run on a scheduled basis, either daily, weekly or monthly, setting the start date and scheduled run time. More details in the Configuration section of Benefit Builder KB. 
    • Meta Data Upload: You can now download employee and platform level meta data and upload in bulk.
    • Manage user's benefits: Additional functionality to allow deletion and changing status
    • Register new account direct from external provider: it is now possible to register a new user account directly from enabled external providers such as Google, Facebook or Linked In. 
    • Sort files in text editor: the file list in the rich text editor (page templates, document templates etc) is now sorted alphabetically. 
    • Extended info in Approve Benefits list: Further information has been added to the benefit requests in Approve Benefits screen. Icon on the right hand side of each entry displays employee / employer amounts, and name links to the user account. For example, Cycle to work benefits that require approval will show the total amounts represented by their selection.
    • Update underlying document in files: you can now update the underlying document referenced in the platform and tenant files, maintaining any existing links in content pages.  
    • Future Salary: scheduled task created to move figure from Future Salary in employment details to Salary when Future Salary Date is past.
    • User Activity Log: Page added under user > library > activity showing all system events logged against the current user. The data is taken from the raw system logs for everything audited against users on the system, ranging for user login, through benefit selections to password reset. Please note: Data for this log is available from around May 2015 

  • What's new in version 2.1.25

    • Change user's email address: the user account details page has been updated to allow admin to change email address. A pencil icon next to the email address opens a text box allowing change, click tick to commit or cross to cancel. Email addresses must still be distinct, so any clashes within a tenant will be rejected.

  • What's new in version 2.1.24

    • Terminate benefit when in window: Allow users to terminate a benefit while their window is open, even if the benefit has already started. Previously this was disallowed if the benefit had commenced. 
    • Manage user's benefits: further drill down into user > benefits > manage. Within each benefit you can see history of transactions and terminate enrolled statuses.  
    • Bugs: HR modules / line manager access 
    • Hard delete / soft delete users: distinction has been made between deleting an active user account (soft delete, keeping the user details but making the account inactive and terminating any benefits) and permanently deleting an account and all associated record. You can only "close" a user account when a user is active. From this point you can either delete them permanently or re-open them. See KB articles on users page and account details page  

  • What's new in version 2.1.23

    • Bug - line manager permissions: some issues with setting up line managers and access to pages
    • Roles & Permissions: tidy up of permissions menu when editing a role
    • Default home page: a default home page can be defined for new tenants. Under system > settings search for CoreSettings.DefaultTenantHomePage and set the value for the default home page for new tenants, e.g. /pages/home. Reset the cache after making a change, when you now create a new tenant this page will pre-populate the Homepage input field.
    • Bug - show / hide in benefit screens: controlling visibility of you pay / we pay / current / future sections on the my benefits, summary and flex statement page required a manual cache reset. This has been made automatic on saving the screens
    • Quick hide confidential information screens: a feature has been added to admin to allow users to quickly hide the content on screen with a blurred overlay. Press the escape key to hide the screen, click anywhere with the mouse to re-activate. This can be applied to tenant side pages if required - please let us know if you would like to add this feature by emailing support@faircare.freshdesk.com
    • Manage user's benefits: This show the list of benefits assigned to users and their current status. Please note, manage button is not linked to further actions at this stage. 
    • Test send email templates: Email template page now includes a field to test send the content. This saves the content at the same time in case you're part way through an edit. 
    • Manually added TRS items: TRS items registered directly against users are now included in the overall data transfer download.

  • What's new in version 2.1.22

    • Bug - Rate Table Data: when adding a data file to rate tables the return screen was taking the user back to a blank rate table
    • Bug - TRS download on individual files: was returning "bad request"
    • Bug - TRS: the word "undefined" was displaying under results in certain scenarios on the TRS page.
    • Auto Renew Benefits: Scheduled task enabled to automatically renew users into the next window of benefits
    • User specific TRS items in data transfer: TRS items added manually to users' records are now included in the main tenant > TRS > data transfer. This allows you to see all TRS items for all users.  
    • User benefit lifestyle windows: the ability to open benefit window for individual users
    • Report builder reserved words: A number of reserved SQL words have been identified that cannot be used as columns titles in the report builder. The ones found so far have been noted on the knowledge base here. 

  • What's new in version 2.1.21

    • Products and Providers report: report builder was not correctly binding to products and providers in the benefit packages > benefits section, resulting in multiple duplicate rows. 
    • Bug - TRS and User upload: integrity of data in number values in some uploads was affected is a white space is included in the data. This caused numbers to be corrupted, typically divided by 100. For example "100.00" would upload fine, "100.00 " would upload as 1.00.
    • Latest benefit status on report writer: selected benefits can run into multiple transactions, particularly where users enrol, terminate, enrol, terminate etc during a benefit window. Typically you can include a condition to show only "enrolled" but you may need to show the last current status. A "latest effective date" specifier has been added on the EffectiveDate item when used as a condition to just show the last transaction.
    • New content expression - isAnonUser: Where content pages are available to logged in and anonymous you may need to display a message depending on authentication status. This new expression displays the first argument if logged in, the second argument if not. {{isAnonUser('Hello logged in user','Please log in')}}
    • Selected User: when selecting a user in a tenant you will now land directly on the user's account page.
  • What's new in version 2.1.20
    • Manage user lock out: Failed attempts to log in to a user's account with the same user name result in the account being locked for a time span determined by a system setting. The user account screen has been extended to show if a user account is locked and provide access to unlock.
    • Manage benefit package membership: Employee benefit package assignment data transfer added to tenant > benefits > data transfer allowing admin to download all users in a tenant and re-upload them into specific packages. See knowledge base
    • Placeholders in TRS: Placeholders have now been included in TRS content areas (header, footer, no report content) 
    • Bug - Future column in TRS: figures were not showing in future column for monthly benefits (e.g. childcare vouchers) where no terminate date was set or pending change made.
    • Bug - Load tenant email templates into email broadcast: stopping tenant level email templates from loading into the email broadcast window. Found and fixed.
    • Bug - images showing in emails: recent tightening of file permissions was stopping anonymous access to images. Non access is required for images in emails and public pages, MWP now allows anon access to ALL images, regardless of whether set at platform level or limited to tenant.
    • Access to closed user accounts: when user accounts are closed they are hidden from admin view but still exist on the system. The tenant > users > users screen has been updated to include a "closed" column defaulting to "no", thus showing only open accounts by default. Admin can override this by switching on search and amending the filter. 
  • What's new in version 2.1.19
    • Manage admin menu: resource strings have been set up to manage the admin menu labels. For example, to change the word "Tenant Manager" to "Company Manager" you should go to system > resources and search for the string to change. All admin menu resources are prefixed with Admin.Core.Menu
    • Update button on monthly benefits: Monthly benefits allow updating to set a terminate date. This button was originally a pencil icon which was unclear. Changed to the word "update" in this version
    • Admin access to user's documents: new page added under tenant > user > library > documents allowing access to user's documents. Scope of access is controlled by role permission, when full access is granted the admin user can see, download and delete any user's documents, including files uploaded by the user themselves.   
  • What's new in version 2.1.18
    • Font awesome icons: include font awesome icons on Insert menu on page templates.
    • Benefit package membership upload: data transfer added to download list of users and the benefit package they're in. Upload facility included to bulk change package membership. 
    • "Amounts are annual": When a benefit is defined as Amounts are Annual the figures are represented as such in the flex statement and summary screens 
    • Edit button on monthly benefits: When a user is enrolled in a monthly benefit the button to change the end date is now labeled Update instead of the pencil icon.
  • What's new in version 2.1.16
    • eReward: People value eReward SSO module included.
  • What's new in version 2.1.15
    • You pay / we pay: Switch to control displaying the you pay and we pay columns on my-benefits and benefit summary
  • What's new in version 2.1.14
    • Added NI number to parameters list: user's NI number can now be used in page, document or email templates
    • Control permission to access files:  allowing admin to specify if a file can be seen anonymously or requires the user to be logged in. Switch on file details to set this.
  • What's new in version 2.1.xx
    • Separation of concerns: Significant update to separate database / business logic / web UI
    • Report Builder: Report builder, allowing admin users to create bespoke reports and make them available to tenants / roles / users


~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Version 1

  • 26th Feb 2015
    • New page for mobile friendly view of enrolled policies - /my-benefits/my-policies
    • Enforce static PIN method against whole tenant
  • 18th feb 2014
    • Process new users allowed double clicking, resulting in multiple emails to users

    • Additional options for Annuities remuneration config

    • Holidays & Absence

    • Company Announcements

    • Personal Development 

  • 19th Jan 2015
    • New user settings page, allowing admin to hide dependants, documents and emergency contacts on user account page
    • improvements to user roles
  • 27th Dec 2014
    • Large file upload size controlled from a setting, though not visible when uploading greater than 5mb size. 
    • Role permissions on pages were not correctly allowing administrator access. Many fixed, continuing to progress
    • Images in templates at platform level not showing in clients - fixed
    • Text editor was limiting the list of page templates on the Link dialogue box
    • TRS benefit items could be nested under other benefit items. This was incorrect, should only be able to nest benefit items under categories.
    • Address field was not pulling through to place holders in page or document templates
    • Account activation emails with # symbol in the address was being corrupted by some versions of MS Outlook. The URL has been changed to work around this
    • New users now have 5 days from the point of the account being processed rather than user being created or uploaded. 

    • "Name" field in the menu builder was considered unnecessary - now removed

    • Performance Management module built ready for internal testing

    • New function to perform an action if current user is xyz. e.g. if Line Manager then display a content block. Used for THIG to display Occupational Health link for managers only

  • 17th Dec 201


    • User Upload changes
    • Issue verification email / invite email now re-sends the original invite email. 
    • restrict benefit by expressions bug fixed
    • user search improved

    • Ability to change user account emails via upload

    • flexstatement, Instructions to follow ...

  • 9th Dec 2014
    • User Upload changes
    • File download was missing file extension. e.g. file.pdf was downloading as file

    • Addition of Fair Care Childcare Voucher SSO

    • Changes to benefit summary pages

  • 4th Dec 2014
    • Issue with deleting benefit fixed
    • User upload issues
    • Use email as username in data upload was not inserting email address correctly
    • Benefit selection page on window close day was not allowing user to edit / terminate their selection
    • Delete tenant issue if notification rule set against a user for the tenant

    • "Repeater" type added to benefit builder

    • TRS updated to provide alternative content if the user has no TRS items. Separate content field added, required to save configuration

    • Added "read and understood" facility on registration and pre-login pages, controlled at tenant level

    • Enabled email address as username switch on user registration page in admin

    • First review stage of the holiday booking system

    • First review stage of Voice Box

    • new and easier CAPTCHA widget installed on registration screen 


  • 26th Nov 2014
    • User uploads were not able to insert more than one new user at a time
    • Issue found with assigning packages to employees, not allowing reset back to default package
    • Issue found with duplicating benefit configuration causing the whole benefit screen to hang
    • Restrict benefit to employee group issue fixed

    • Restructure of menu - admin menu has been restructured to create parent / child structure. For example, user section of the menu now includes users, data transfer, process new users etc

    • Lag on the benefit page content caused by more complex expressions has been improved by hiding the text until it has completely evaluated. e.g. some messages were showing the calculations as the fields evaluated so figured changed and moved on screen

    • "Group Names" have been added to benefit fields to allow user defined calculations. Previously you could only set field values to contribute to monthly employer or employee amount. Group Names allows adding the numeric values of fields or calculated values to user defined collection. You can then use new group sum, average, min and max functions to evaluate values form the group data.

    • A new function in the expression engine called On Benefit Status. This allows you to define messages based on the status of the benefit, recognising the states enrolled, awaiting authorisation or anything else

  • 20th Nov 2014
    • Table padding settings in rich text editor was not being rendered to screen. Issue resolved
    • Problem with saving multiple emergency contacts fixed
    • TRS layout "missing items" tabs fixed
    • "Name" field in the menu builder was considered unnecessary - now removed
    • Page templates list has been re-organised to look more tidy
    • Page templates required a URL path to be set regardless of whether they would be made available as a page. Some templates are used in benefits so didn't require URL. This has been made non mandatory
    • Content only benefits included Tax & NI savings in the design UI. This is not required so has been removed

  • 12th Nov 2014


  • Help menu
    A context sensitive help menu is now included on the admin system, linking to Fresh Desk knowledge base articles. This will be expanded over time
  • User Email library
    Work started on this to show user's email history. List of emails will be shown with link to the email content. Re-send functionality will be included shortly
  • User Actions
    The user management screen has been further developed to allow admin to re-issue account activation emails, delete or close account
  • External URLs linking to new browser window
    A bug was raised where links to new windows in the rich text editor were not setting the target correctly. Located and squashed.
  • Save benefit template
    Benefits templates are saving correctly, allowing admin to create benefits in tenants from the central library
  • Total Reward Statement
    Configuration added to hide the EE values column on the employee TRS screen
  • 10th Nov 2014

HR module - Employee directory.This would need to be linked from the /directory URL

  • HR module - Emergency Contacts added to the employee user's account page (/account/manage)
  • Product Library - added under the System menu 
  • People Value - enabled at Platform, Tenant and User level
  • Deleting Page Templates - problem deleting tenant and platform page templates has been fixed
  • Changed internals so that tenant id, not subdomain name, is used to filter out files, image, style editor etc. This means subdomain names associated with tenants can be changed without further issues
  • Building a new Menu
    Tenant menus can now inherit what ever has been defined at platform level to populate their own menu. For example, an extensive platform level menu may be defined with links to login, register, log out, content pages etc. If an individual tenant may requires this menu and more you can click "use system menu" to inherit the platform menu and add further links. Note: make sure you "save tenant menu links" to commit the tenant menu to the database
  • Menus with many items wrapping on to a new line
    A work around has been developed to resolve a problem with navigation bar containing many menu items. When a themes is designed we take a view of how many menu items the navigation will generally contain, e.g. 7 items may fit on an navigation bar comfortably. If a tenant requires more menus this pushes the extra items on to a new line.
    The menu stylesheet can be enhanced to set the Navigation Items Width Percentage and Navigation Items Icon Size, allowing the menu to accommodate narrower menus and smaller icons.
    This fix requires an adjustment to the theme, once in place the settings can be found under Tenant > Content > Style Editor
  • Style editor help text
    A work around has been established to add help text to the tenant style editor. Help text would need to be added to the master stylesheet for the current theme - please contact us for support in managing this 
  • "Create From" email template
    Platform level email templates have been altered so you cannot change the name. This is because internal email notifications such as account registration look for specific email templates by name.

    You can still create tenant specific email templates to override the platform level ones. In order for tenant email templates to be picked up you must include the same name as the platform level version in the name field - you will be informed that you are overriding the system template and the new tenant email template will take precedent.

    For example, to create a tenant specific "Account Processed Invite" email navigate to Tenant > Email > Email Templates and locate "AccountProcessedInvite" template. First highlight and copy the text "AccountProcessedInvite" to your clip board, then click Create From to create a copy of the email template. You can now enter your own subject, BCC and description for this tenant, but should to bind this template to the account processed email notification you must paste the "AccountProcessedInvite" into the name field provided. Edit the content as desired and click Save and publish email template.
  • Expression editor change
    In order to accommodate future development the expression editor now requires double handlebars (curly braces) surrounding functions and placeholders. For example, inserting the logged in user's full name in a page should be expressed as
    {{FullName}}