Roadmap

The MyWorkPal change programme is generally driven by client and market demand, along with more specific client requirements such as feature enhancements and specific client work. Change process is details in Operational processes and procedures. Current intended new development over the next year include
  • Move to Web Apps
    Along with moving to.net 8, further adoptions of Azure infrastructure into our hosting services
  • Move scheduled tasks to message queues
    Leveraging the message queue service inherent in MS Azure to streamline scheduled tasks
  • Move business logic to microservice libraries.  
    For re-use with api apps as well as messgage queue functions
  • Move to React JS
    MWP was built on Angular JS libraries which were cutting edge at the time. These are no longer developed and now superseded by React JS
  • Support for Analytics and Management Dashboards
    Bringing user activity visualisation into admin dashboards via big data analytics engines

The current version number for MyWorkPal can be found in the lower right hand corner of your admin screen. 


What's coming in 2.30.4 (Phase: Planning / DEV March 2025)

  • Benefits
    • The ability to manage user windows in bulk via a new data transfer [mwp-1859]
    • "HasPreviousBenefit([Include terminations], [activate before date])" expression to use within benefit processing [mwp-1858]
  • Users Account
    • Username can now be included (and set) in the new user wizard process [mwp-1695]
  • Dependants
    • Allowing defined dependant details to be edited by users even when locked into a current benefit selection - specific themes only [mwp-1856]
    • Additional dependant type processing on benefits to allow a required if exists option on benefit fields [mwp-1853]    
  • Reporting
    • Comparison reporting changes and the ability to add the comparison reporting output to the upload process [mwp-1613,MWP-1604]
  • Localisation
    • Extended character set support / change of implementation [mwp-1844]
    • Support for second surname [mwp-1862]
  • Bug Fixes / General Improvements 
    • Minor admin user permission refinements [mwp-1841]
    • Content only benefit page template issue [mwp-1728]
    • Tenant domain will now always be forced to be lowercased [mwp-1656]Theme changes [mwp-1857, mwp-1779, mwp-1855, mwp-1851]


What's coming in 2.30.3 (Phase: UAT March 2025)

  • Data Transfers
    • The user's "country" has been added to user data transfer and DTT facility  [mwp-1541]
    • Qualifying earnings added to user data transfer and DTT facility [mwp-1538]
  • Users Account
    • The user can now view/see the history of emails which have be sent to them - this is controlled by the new setting "AccountSettings.AllowEmailLibrary" which is initially turned off [mwp-1770]
  • Reporting
    • Dependant title is now available in depending summary and selected benefit dependant reporting [mwp-1710]
    • Benefit tags is now available in benefit reporting [mwp-1678]
  • Bug Fixes / General Improvements 
    • Incorrect benefit expressions can cause incomplete user benefits to be created during the auto renew process [mwp-1687]
    • Lookup table column name restriction lifted - column heading text could not be contained in other column headings [mwp-1777]
    • Lookup table issue when structure of table changes with new data tables resolved [mwp-1744]
    • Reward and Recognition support for symbols in specific text areas added [mwp-1729]
    • Theme changes [mwp-1784]
    • Internal changes [mwp-1791]


What's available in 2.30.2 Latest Iteration 4

(Phase: General Release - January 2025)

  • Expressions
    • BREAKING CHANGE - DependantCount() third parameter change to  include the upper age specified rather than exclude for consistency with benefit builder  [mwp-1655]
    • Improvements made on the processing of expressions which will slightly increase performance and scaling  [mwp-1750]
  • Single Sign On
    • The outbound facility can now set a new destination attribute required for some integrations [mwp-1715]
  • Company User Documents
    • The ability to find user documents within a tenant, review those matching documents and then optionally remove them from the system, can be accessed via /tenant/company/user-documents  [mwp-1667, mwp-1775, mwp-1747, mwp-1721, mwp-1685, mwp-1723]
    • Going forward, user documents created by the SDU or FDF bulk process will now show the admin user who created them and can be used in the search process in a way of finding documents [mwp-1685]
  • Dependants
    • Meta data structures can now be added to store additional information associated with dependant details [mwp-1666, mwp-1700, mwp-1751 ]
      • These structures can be managed either by using the existing /backoffice/metadata or  /tenant/metadata facilities
      • When adding an item to capture, the "Permissions" tab has the additional options to "Show on client screen" and then "Is mandatory" to control what happens on a user's dependant screen (not admin where all fields are shown all of the time)
      • Dependant data transfers have been changed to include these configurable structures
        • e.g. if no dependant meta data structure is defined the structure of the download/upload file for dependants will remain the same. If fields have been configured they will be appended to file with the column heading in the format of "[Group name]:[Field name]"
        • All dependant meta data fields for that tenant will be required in future uploads
      • Reporting
        • These new structures can be reported on in the normal way and will be available in report builder under Users -> PersonalDetails > Dependants -> MetaData
    • Additional expressions have been created to support this new data:
      • GetDependantMetaData([arg1 - the dependant index in the users collection], [arg2 - the group name]. [arg3 - the field name]) [mwp-1701]
      • GetDependantMetaDataItemValue([arg1 - the dependant index in the users collection], [arg2 - the group name]. [arg3 - the field name], [arg4 optional - whether you want to obtain a null or an error if the meta data item doesn't exist) [mwp-1701]
      • SetDependantMetaData([arg1 - the dependant index in the users collection], [arg2 - the group name]. [arg3 - the field name], [arg4 - the value to set)  [mwp-1701]
      • BenefitDependantMetaData([arg1 - the dependant's index within the benefit], [arg2 - the group name]. [arg3 - the field name])  [mwp-1714]
      • BenefitDependantMetaDataById([arg1 - the dependant's ID], [arg2 - the group name]. [arg3 - the field name])  [mwp-1714]
      • SelectedBenefitDependantMetaData([arg1 - the group name]. [arg2 - the field name]) can only be used within dependants configuration panels within the benefit builder process [mwp-1714] 
    • "Dependant Type" name can now be reported on when text is longer than 10 characters [mwp-1730]
  • Data Transfers
  • Benefits
    • Beneficiaries amount allocation upload facility at benefit level in now available. This is accessed via /tenant/benefit/datatransfer taking the "Employee Benefit Beneficiary Assignment" option. The facility will appear when the tenant setting "CoreSettings.UseLegacyBeneficiaries" is not set to "true" [mwp-1582]
    • Auditing added for benefit package changes and corrected for lifestyle windows [mwp-1468, mwp-1463]
    • Restricting the deletion of beneficiaries when linked to an active benefit [mwp-1616]
  • Reporting
    • Comparison reporting enhancements [mwp-1613]
  • Upload / Downloads
    • Comparison reporting available to facility [mwp-1461]
    • Minor enhancements [mwp-1461]
  • Bug Fixes / General Improvements 
    • Benefit auto renew and recalculation tasks will now fail (marked as skipped) if dependants become ineligible during processing [mwp-1842]
    • Last updated time stamp will be update for both Employees and Personal records when associated meta data is changed [mwp-1689]
    • Beneficiary "relationship to you" has increase from 50 characters to 200 [mwp-1730]
    • Manual comparison reporting tweak [mwp-1481]
    • Auto enrol into 2nd window fix [mwp-364]
    • Probation dates can now be upload [mwp-1489]
    • Data triggers to work with "InList" changes [mwp-1343]
    • Data triggers to work with add/remove dependants [mwp-1437]
    • Tidy up enforcement between 1 and 18 months on all items [mwp-1457]
    • Holiday tidy up facility of attachments runs more consistently (existing setting HolidaysAndAbsence.RequestAttachmentTidyUp controls the period in months that attachments will be deleted - setting to 0 will not delete attachments)  [mwp-1485]
    • Live content changes on page templates will no longer overwrite draft content unless explicity required [mwp-1494]
    • Theme changes [mwp-1636]
    • Internal changes [mwp-1593, mwp-1609, mwp-1657]


What's available in 2.30.1 Latest Iteration 19

(Phase: UAT / General Release - August 2024)

  • General
    • Tenant offline mode. A tenant can now be set to offline mode meaning anyone accessing the client site will be directed to a tenant published anonymous page template and won't be able to navigate to any other page within the site.
      • The offline mode can be set via the /tenant/details configuration page
      • When defining an offline page it's important to use the unbranded page URL format to reduce possible errors if users are currently logged in and the site is switched to being offline. The format of the page URL would be /pages/u/[pagename]
      • The represent functionality will ignore this setting allowing configuration to be changed and reviewed [mwp-1396]
    • Email template integration added to schedule report facility for notification email so that a different template can be used for each scheduled report [mwp-1495]
  • Benefits
    • (Beta) Reimbursements functionality. Providing the ability for users to make claim reimbursements for treatments or products they've purchased as a benefit, such as healthcare, dental, optical [mwp-1475]
    • (Beta) Benefit basket facility, allowing tenant users to "finalise" multiple selections before finalising their choices [mwp-1474]
    • (Beta) Benefit tenant level windows functionality. Providing support for company wide windows for selected benefits [mwp-1474]
    • Benefit agreements/documents are auto "managed" with benefit actions. for example if a benefit is updated before the users benefit is activate the documents linked to the user will be replaced [mwp-1511]
  • User Data Transfer (and Data Transfer Templates)
    • New validated column can now be included in DTT and has been added to the list of required field for a User Data Transfer [mwp-1570]
    • New username column can now be included in DTT and has been added to the list of required field for a User Data Transfer [mwp-1627]
    • Payroll Number can now be enforced and duplication checks will be performed. To enable this the setting "AccountSettings.PayrollUniqueChecksRequired" should be added to a tenant with a value of "True" [mwp-1570]
  • Expressions
  • Reward and Recognition
    • Full recognitions can now be added in bulk via a data transfer. To enable this facility create the tenant setting "RAR.Admin.Nominations.DataTransferFeature" and set to "True". The facility will then appear on the /tenant/reward-and-recognition/nominations page  [mwp-1575]
  • Bug Fixes / General Improvements 
    • Additional html class identifiers added to client dependancy screens to allow easier custom css constructs [mwp-1648] 
    • New platform specific module [mwp-1627]
    • MetaData upload fix for subsequent UAG processing [mwp-1380]
    • Data triggers enhancement for processing large amount of changes which could cause an issue [mwp-1566]
    • AccountProcessedInvite email will be sent when someone requests a password but their account is not activated [mwp-1564]
    • Future support for benefit group colour setting in admin when implemented with a theme [mwp-1621]
    • Theme specific changes [mwp-1625, mwp-1524, mwp-1600, MWP-1638, MWP-1671]
    • Internal [mwp-1594, mwp-1610] 


What's available in 2.30.0 - Latest Iteration 26

(Phase: General Release - May 2024)

  • General performance improvement (under load)
    • Internal for all platforms [MWP-1530 & MWP-1532]
  • Extended Dependants Functionality
    • Controlled by the setting "CoreSettings.UseLegacyDependants" - when this is set to false the existing DependantDetails will change to return all dependants and not just children (e.g. parent) [mwp-1480]
    • The ability to define and use dependants extending beyond parent and child relationships [mwp-1420]
    • Enhanced functionality when using in benefits to help with costing and selection enforcement [mwp-1480]
    • Dependants can be uploaded via Payroll number or email as well as System Id [mwp-1467]
    • The introduction of a new user benefit reporting section - All Coverage - which gives the ability to report on dependants including the user as rows [mwp-1560]
    • DependantCount([extending]) and BenefitDependantCount() expressions [mwp-1535]
    • Without change the current dependants functionality will remain as is [mwp-1480]
  • Extended Beneficiaries Functionality
    • Users can now associate beneficiaries against a particular benefit and apportion them appropriately [mwp-1422, mwp-1581]
    • Without change the current beneficiaries functionality will remain as is
    • New upload/download for user's beneficiaries
  • PDF Mail Merge Facility 
    • PDF's can now be created automatically against users (FDF facility)  [mwp-1453]
    • New user expression to create a single document for a user
  • New Expressions
  • Data Transfer
    • New user locale data transfer (and Data Transfer Template inclusion) [mwp-1455]
  • Single Sign On - Outbound
    • Support for service provider initiated requests [mwp-1509]
    • Support to sign the whole message rather than just the assertion [mwp-1509]
  • Benefits 
    • Benefit actions - actions that can be defined against a benefit that get triggered during the various status on a benefit change [mwp-1501]
    • Previous years benefit summary can now be displayed to the user by using the relative client URL /my-benefits/summary-at-date [mwp-1438]
  • Bug Fixes / General Improvements 
    • New resource "Dependants.FullNameFormat" that allows you to specify more name elements to areas where the dependants are shown in a list (e.g. "{0} {1} {2} {3}" would display "[salutation] [forenames] [middle names] [surnames]" rather than the existing "[forenames]") [mwp-1480]
    • Theme benefit enrolment back and forward could affect the "how dies this affect me" functionality [mwp-1567]
    • Other theme tweaks/new themes [mwp-1544, mwp-1473, mwp-1586, mwp-1555, mwp-1543, mwp-1556, mwp-1536, mwp-1445, mwp-1534, mwp-1503]
    • Upload/download module improvements to simplify configuration screens [mwp-1312]
    • Futher scheduled report comparison improvements [mwp-1325]
    • Internal improvements  [mwp-1447, mwp-1507, mwp-1436, mwp-1498, mwp-1392, mwp-1499, mwp-1551, mwp-1547, mwp-1]


What's available in 2.24.0.2 (Phase: General Release - April 2024)

  • Reward & Recognition
    • Internal changes/improvements [mwp-1583]

    • New "Wall configuration" section (moving fields from "Leaderboard configuration") and "Awards configuration" repositioned to bottom of screen [mwp-1590]

    • Restrict quick thanks by expression [mwp-15]

    • Restrict awards by user matching attributes [mwp-1590]

    • Enabling restrictions on expression RewardAndRecognitionRewardNominationWall

      [mwp-1529]

  • NI Number
    • The NI Number field length has been increased to 150 characters from 30. Existing settings "AccountSettings.DataUpload.NiNumberMaxLength" and "RegExpSettings.NiNumber" should be designed/extended to take this limit into account if the purpose/requirement of this field requires it for each individual tenant [mwp-1592]
  • Bug Fixes / General Improvements 
    • Preparation work for alternative image tag text - implemented on themes on request [mwp-1580]
    • Benefits - once a benefit enrolment is "complete" on the client site you will no longer be able to visit previous stages during that enrolment [mwp-1517, mwp-1559]


            

What's available in 2.24.0.1 (Phase: General Release - March 2024)

  • Reward & Recognition
    • Refine Wall to only show quick, full or both thanks [mwp-1542]
    • Restrict Wall by user matching attributes [mwp-1529]
  • HR
    • Job details / employment history added to DTT [mwp-1549]
  • Static Data Uploader
    • The ability to work in html mode when designing templates [mwp-1553]
  • Bug Fixes / General Improvements
    • Flex statement - traded view, will no longer double count (bottom total line also removed) [mwp-1522]
    • DTT processing will now use tenant settings to allow a csv files to be uploaded when the setting is changed at tenant level only [mwp-1568]
    • Fix to allow user legacy benefits (these are user benefits where the window type of the benefit has changed - which is no longer possible) to be displayed in the administration system [mwp-1571]
    • Missing UI resource [mwp-1565]
    • Theme specific changes [mwp-1539/mwp-1579]


What's available in 2.24.0 (Phase: General Release - December 2023)

  • Benefits
    • [Beta] Enrol tenant users into benefit wizard [mwp-1265]
    • Minor user benefit management screens improvements [mwp-1427]
    • Data transfer upload validation improvements for user overlapping anytime benefits [mwp-1478]
    • Selecting dependants in the benefit journey will now force a calculation refresh, allowing the selected dependants to affect the overall cost to users [mwp-1464]
  • Company Announcements
  • Fact Finders
    • Question choice text length can now be extending beyond 100 characters by using the new setting "Admin.Tenant.FactFinder.QuestionChoiceTextValueMaxlength" [mwp-1450]
  • Bug Fixes / General Improvements
    • User data transfer screen visual update and removal of the "User Email Suppress / Unsuppress" download facility [mwp-1513]
    • Employee benefits auto renew task possible timeout failure improvement available [mwp-1515]
    • For UAG tenants using the Personal Development module 360's requests can now created directly on the client side (rather than just representation [mwp-1510]
    • Benefit notes can now be ordered in reporting [mwp-1477]
    • Salaries can now be uploaded up to a maximum of "99999999999999.99" [mwp-1482]
    • Data transfer templates - un-mapping fields will now remove them from any future data transfer activities [mwp-1484]
    • Upload/download module processing excel files will now retain leading '0's (e.g. for payroll numbers) [mwp-1440]
    • Upload/download notifications can now include tenant specific expressions when the user to be notified is external to the tenant [mwp-1416]
    • Reward and recognition award instances display page optimisation [mwp-1418]
    • AccountNewVerifyCode correctly triggered when conditions met  [mwp-1349]
    • User Salary Remuneration data transfer validation improved [mwp-1379]
    • Employee benefits package change event handler optimisation [mwp-1403]
    • Theme changes [mwp-1355,  mwp-1454, mwp-1496]
    • Internal changes [mwp-1487, mwp-1426, mwp-1328, mwp-1388, mwp-1434, mwp-1479]

What's available in 2.23.9 (Phase: General Release - September 2023)

  • New features
    • Notes can now be added to user benefit selections [mwp-1308]
  • New expressions
    • General
      • HasAnyDependants, HasAnyBeneficiaries, HasAnyEmergencyContacts [mwp-1344]
      • BeneficiaryDetails([number], [item]), EmergencyContactDetails([number], [item]) [mwp-1344]
      • BeneficiariesCount(), EmergencyContactCount() [mwp-1344]
    • Reward and Recognition
      • RARAdjustmentPoints([PointsToAdjust]) - the ability to adjust a user's allocated points via a trigger [mwp-1340]
  • Reporting
    • Adding Vat and Id data to reporting for the Expense Management module [mwp-1391]
    • Scheduled report comparison improvements [mwp-1325]
  • Scheduled tasks
    • Simplification of scheduled task view and management. Pin to top functionality dropped as well as the ability to change the scheduled task status [mwp-1376]
  • Bug Fixes / General Improvements
    • Theme changes [mwp-1337, mwp-1347, mwp-1433, mwp-14444]
    • Nationality added to personal details screen in admin and less updates shown in audit log if no changes occur [mwp-1385]
    • Cost centre changes are now appearing with the actual text in the user's activity library [mwp-1381]
    • Clone tenant improvements [mwp-1382]
    • Admin user assign dashboard "lag" removal [mwp-1104]
    • "Create from" facility on platform level pages templates fix [mwp-1383]
    • Metadata employee saving - parallel processing integrity improvement [mwp-1393]
    • Internal changes [mwp-1370, mwp-1310, mwp-1261, mwp-1407, mwp-1389]

What's available in 2.23.8.5 (Phase: Release - specific platforms - July 2023)

  • New Features
    • Specific new platform requirements 
  • New Themes
    • Platform specific
  • International Support Extensions
    • Locales can now be entirely managed by the platform owner [mwp-1378]
    • The administration system can now be tailored for the specific administrator's language and country (admin menu text / simple resources) [mwp-1386]
    • Users within a tenant can have their own language/currency (defined by an administrator) [mwp-1378]
      • Further consideration of tenant assets is required here (e.g. benefits / page templates which may operate or display differently)
    • Two new expressions are available to work with client users: [mwp-1378]
      • Locale()
      • LocaleLanguage()
    • Reporting now includes locality information for both tenants and users [mwp-1378]
  • General Expressions
    • GetBenefitName([Id]). Return the current benefit's name or the benefit name when supplied with an Id [mwp-1417]
    • Aggregate([arg1], [arg2], [arg3], [arg4]). Aggregates values supplied in arg2 using the method supplied in arg1. arg3 defines the iterator and arg4 defines the value to return when working on the iterator [mwp-1417]
      • e.g.
        • Aggregate('count','1,1,1,3','i',i) would return 4
        • Aggregate('sum',CoreBenefitList,'i',GetSnippet('GetProjectedEmployeeBenefitCosts', i, '2025-01-01')) would return the total benefits cost for an employee in 2025 for their core benefits (defined in a snippet) using another snippet user created GetProjectedEmployeeBenefitCosts
  • Lookup Tables
    • The ability to retrieve a complete lookup table (advanced component building support)  [mwp-1378]

What's available in 2.23.8 (Phase: General release - June 2023)

  • New Features
  • Benefits
    • The ability to restrict lifestyle events to users by expression [mwp-1305] 
    • Auditing setup will now be included when benefit is cloned, exported or imported [mwp-1236]
    • New DependantCount() and BenefitDependantCount() expressions  [mwp-1316]
    • Additional settings "Benefits.Details.WindowDateFormat", "Benefits.Details.AnytimeDateFormat" and "Benefits.Details.AnytimeMonthNameDateFormat" can now be used to control the format of dates used in benefit pages  [mwp-1230]
  • Reporting
    • Separate partner and child dependencies elements have been added to the reporting facility [mwp-1316]
    • Added the ability to report on lifestyle event requests made [mwp-1305]
    • Change to existing reporting functionalitySickness reporting will now take into account the defined bank holidays and  [mwp-1288]
  • Data transfer
    • "Backup" option when performing a data transfer via a data transfer template allowing a simple backup/restore process in the advent of an upload causing an unforeseen issue. The backup option is held against the template and can be enabled or disabled [mwp-1291]
    • Other data transfer templates improvements - including DTT's can now upload into meta data fields even when invalid meta data exists for a user when these invalid fields are not included in the transfer [mwp-1264, mwp-1275]
    • Upload % progress indicator [mwp-1294]
  • Task management
    • Make previous tasks available in task list templates [mwp-1222]
  • Bug Fixes / General Improvements
    • "Are you sure" box position improvements for smaller screens or when in a particular position [mwp-1290]
    • CreateWindowedUserBenefit expression fix [mwp-1311]
    • Auto renew benefit task will now report skipped rather than fail when the user is already in the benefit [mwp-1281]
    • Improved signposting on email task [mwp-1272]
    • Theme CSS override cache clearing on certain elements for newer themes [mwp-1222]
    • Theme specific changes [mwp-1231]
    • Auditing when schedule report schedules are removed [mwp-1236]
    • Meta data group & field name restrictions which can cause issues with reporting [mwp-1295]
    • [Internal] Auto process new users refactoring of code and removal of not needed setup files [mwp-1283, mwp-1284]
    • Clone tenant, merge reports, calculation columns cloning fix [mwp-1277]
    • Add a new role permission to enable suppressing email sending [mwp-1226]
    • Update employer view on current holiday allowance to 2 decimal places [mwp-1211]
    • [Internal] Reporting feature for Avantus [mwp-747]
    • Load revision fix on content editor facility when in html view [mwp-1287]
    • List type processing fix for data triggers [mwp-1289]
    • Users to be only allowed one address going forward unless a tenant setting is enable [mwp-1304]
    • Email broadcast display fixes [mwp-1289]
    • Sickness widget improvements [mwp-1261]
    • BenefitAllowanceAsAt and QualifyingEarningsAsAt expressions no longer require active amounts before requesting a value that becomes active in the future [mwp-1397]

What's coming up in version 2.23.7 (Phase: General Release from March 2023) 

  • New Features
    • Data Comparison Reporting (beta release) - enabling scheduled report runs to compare current data to previous report runs. Data will be highlighted as New, Changed and Deleted in a separate spreadsheet or new tab on the spreadsheet you've scheduled [mwp-1178]
    • Reply-to address on emails - you can now set the default reply-to address on system emails, email broadcasts and schedule emails. Unlike the base from address this does not need to be part of the platform domain registered with mailgun. When a user replies to an email sent via the system it will send to the address specified in reply to. You don't need to add reply-to address to all tenants and emails, if it doesn't exist it's not included in the email [mwp-1286]
    • Google Analytics 4 support and Custom tags
      Google Analytics 4 is replacing Universal Analytics. On July 1, 2023 all standard Universal Analytics properties will stop processing data. MyWorkPal code supports G4A properties but you need to update your analytics configuration to support this.

      New to this release you can now add custom tags to your G4 property, such as user ID, tenant name, cost centre etc. 
  • HR
    • Personal Development Objectives will allow users to set their own objectives where appropriate and defined by admin in the PD config [mwp-1192]
    • New expressions showing the count of items requiring attention by line manager: PeopleIManageCount()OpenPersonalDevelopmentCount(), ExpensesClaimRequiringApprovalCount(), HolidayRequestsRequiringApprovalCount(), SicknessAbsenteesCount(), SicknessRequestsRequiringApprovalCount(), TasksRequiringApprovalCount() [mwp-1061]
    • Expressions :accountcreateddate, accountcreateddateiso, accountprocesseddate, accountprocesseddateiso, accountactivateddate, accountactivateddateiso have been added to appropriate admin expression/content context menu editors [mwp-1259]
  • Reward & Recognition
    • Fix for RewardNominationTypeImageURL expression not working (especially for emails) [mwp-1271]
    • In the administration screens (e.g. the create award process) users can now be found by their display name and not just their username [mwp-1297]
    • Reward codes maximum length has been increased to accommodate longer code lengths [mwp-1212]
  • Benefits
    • Platform wide benefit schedule tasks will be change to start at the following time [mwp-1215]:
      • Auto Process New Users - 0:00am
      • Process Package Changes - 0:00am
      • Auto Enroll and Windows - 0:05am
      • Auto Renew Benefits - 0:10am
      • Audit Benefits - 0:15am
      • Activate Benefits- 0:20am
      • Auto Expire Benefits - 0:25am
    • Policy Numbers will be carried across from one year to the next when a benefit is auto renewed [mwp-1115]
    • Error messages for Anytime benefits data transfer has been improved when attempting to insert new user benefits that overlap existing ones [mwp-952]
    • Behind the scenes user benefit  journey change [mwp-1103]
    • A new option to recalculate a benefit on Package Change will be included at benefit level, allowing recalculations to be triggered by someone changing package (this will be invoked during the package process on the following day, giving platform owners time to review changes before the) [mwp-1050]
  • Static Data Uploader
    • Completion emails (success or failure) will now be sent to the administrator performing the upload. A view button now shows more information on each run [mwp-1167]
  • Reporting
    • The ability to "export" a report at tenant level has been added to automatically create the report at platform level [mwp-1076]
    • Source reports now list any merge reports they are being used in [mwp-940]
  • Data Management
    • Assign Managers and Approvers by Payroll Number - When setting managers and approvers for users you'll be able to define the manager by Payroll Number as well as system ID. This allows you to directly upload data given to you by HR where they've set which managers are allocated to employees, just by payroll number. You'll also be able to include managers and approvers in Data Transfer Templates [mwp-1184]
    • Middle name added to user data transfer and Data Transfer Templates [mwp-1170]
    • Data transfer templates upload changes to closed accounts but mark as processed when the only change is email address [mwp-1088]
  • Bug Fixes / General Improvements 
    • Theme specific changes [mwp-1300, mwp-1232, mwp-1224, mwp-1307, mwp-1276, mwp-1210, mwp-1186]
    • Metadata save information improvements for order changes and set by expression flag changes [mwp-1249]
    • Reverting meta data at tenant level or using the system meta data buttons will produce new warning dialogues to help administrators performing updates [mwp-1227]
    • Potential conflict of settings/scenarios enforcing administrators to change their passwords when not required [mwp-1271]
    • Extra registration error when tenant is using platform meta data [mwp-1111]
    • Internal - new platform improvements [mwp-1276, mwp-1292]
    • Scheduling - run once tasks (within the same tenant) cannot now be started whilst another daily task of the same type is running (e.g. benefit re-calculation [mwp-628]
    • Bulk data changes when performed by administrators are reported more accurately in user's activity libraries [mwp-1081]
    • Schedule upload tidy up task improvements to remove/investigate intermittent failures [mwp-1172]
    • Further internal delete tenant process improvements [mwp-1065]

What's new in version 2.23.6 (Phase: General Release - October 2022)

What's new in version 2.23.5 (Phase: General Release - September 2022)

  • Email
    • Passing Tags and Variables to MailGun when sending emails, allowing you to monitor more granular email activity on MailGun. [mwp-1191]
  • HR
    • A new setting allows HR manager & approver accounts to be closed without first having to move their direct reports to another manager. [mwp-1183]
  • Data Management
    • Duplicate and Edit in Data Transfer Templates - you can now duplicate existing templates and edit the configuration - add, remove or rename columns [mwp-1195] 
    • Fixed width format in automatic data upload now removed [mwp-1116]
  • User Management
    • Close manager / approver accounts - you can now close accounts with manager or approver job status without having to first remove their status, and with the appropriate setting you will be able to automatically detach managers from those they report to  [mwp-1183] 
    • Auto process new user accounts scheduled task moved to midnight so it runs before auto enrol and windows. This now allows joiner windows defined as starting 0 days after processed date to be created on the same day the user is processed rather than the day after [mwp-1218]
  • Reward & Recognition
    • {{RewardNominationTypeImageURL}} expression will now work in emails sent via Quick Thanks route [mwp-1175]
    • Error when deleting items now fixed [mwp-1161]
    • New Tell Me expression to used in emails sent from R&R when someone is recognised through full or quick thanks. Use the expression {{RewardAndRecognitionNominatorTellUsReason}} to include the recognition message in emails to the recipient. [mwp-1176]
  • Benefits
    • When a benefit is set to non active it now disables repeat windows, recalculate values, audit benefits, snapshot values, auto renew and removed the benefit from lifestyle events and bulk lifestyle windows [mwp-1142] 
    • TotalBenefitsAnnualAmount expression updated to include an optional date to filter results. Where a date is included the results will include only benefits enrolled after that point. [mwp-1213]
  • Bug Fixes / General Improvements
    • Cancel button added to 2FA screen - certain scenarios locked users into Google Authenticator screen when their 2FA had been set by Admin whilst they were mid way between login and 2FA auth. This is easily rectified by cancelling the login [mwp-115]
    • Delete R&R Items for users improvement [mwp-1161]
    • {{RewardNominationTypeImageURL}} enabled for Quick Thanks as well as Full Thanks in emails [mwp-1175] 
    • Setting a benefit to non active now disables automated processes: Repeat Windows, Recalculate Values, Audit, Snapshot Values, Auto Renew  [mwp-1142]
    • Expression Of Wish form in Beneficiaries now allows up to 2 decimal places  [mwp-1155]
    • Import platform level content into tenant issue now fixed [mwp-1166]
    • Issue with closing locked accounts on a schedule once leave date has been reached now fixed [mwp-1216]
    • Google analytics code updated following a change that stopped the JS code working [mwp-1209]



What's new in version 2.23.4

  • Admin accounts
    • For platforms which are using usernames to gain entry to the administration portal the username can now be changed by platform owners  [MWP2-1127]
  • General / tenant management
    • Moving the tenant's meta data structure away from System Meta Data now involves an extra confirmation step (an additional system event log entry is also recorded at this stage) [MWP2-1101]
    • The dashboard toolbox should now extend to show all widgets if a lot of custom widgets have been created on a platform [MWP2-898] 
  • User management
    • The tenant user list (/tenant/users) is sorted by System Id ascending by default. Additionally the screen now allows a full System Id to be searched on [MWP2-1144]
    • Benefit Allowance and date has been added to the user details data transfer as well as the template data transfer facility [MWP2-1047]
    • User Access Groups functionality now operates on closed user accounts [MWP2-1075]
    • The close leaver accounts task will now lock accounts that it can't close automatically due to HR responsibilities. The results of the task has also been enhanced to log what accounts where closed and what accounts were locked during the daily run  [MWP2-1108]
    • When an account is closed, any associated linked accounts (SSO) will be removed  [MWP2-1]
  • Expressions
    • "BenefitAllowanceAsAt([DATE]]" and "QualifyingEarningAsAt([DATE])" expressions are now available to get refined benefit allowance and qualifying earnings figures based on a point in time [MWP2-1135]
  • Client portal
    • Cookie consent process improvement. To enable this facility a tenant setting "Cookies.EUTrackingPolicyEnabled" should be set to "true". The cookie information text can be tailored by updating the resource "Core.CookieEuDirective.IntroText" [MWP2-1086]
  • Benefits
    • The bulk lifestyle window facility will now send an email to the requesting administrator on completion (success or fail). This option can be toggled off if required [MWP2-1128]
    • Auto renew skips, for when the user is now restricted from the benefit or the benefit is no longer in their package, will trigger "Send On Auto Renew Fail" notification(s) if configured. This was only happening for invalid dependent configurations previously [MWP2-1063]
  • Pension auto-enrolment
    • Termination consents can now be defined at back office level, enabling them to be copied into new PAE defined benefits  [MWP2-1106]
  • Reporting
    • In user benefits you can now report on "IsApproved" and "ApproverName" [MWP2-1192]
    • You can now report on user linked account records via the fields contained in the section Tenants > Users > PersonDetails > Linked Accounts  [MWP2-1162]
    • GetCompanyMetaData and GetTenantMetaData expressions have been extended to optionally allow a Tenant Id to be passed to allow these expressions to work when no user is in context (e.g. a platform report on tenants) [MWP2-1053]
    • Edge case fix on Current/Current, Current/Previous and Previous/Previous date functions when reports are executed in  short months [MWP2-1109]
  • Company announcements
    • /company-announcements/all screen will now show the announcement summary beneath the title of the announcement in all cases [MWP2-1144]
  • Components 
  • Performance
    • RateTable expression lookups are now cached for improved performance [MWP2-1099]
  • New platform specific themes/changes
    • [MWP2-1133, MWP2-1141, MWP2-1140, MWP2-1131, MWP2-1150, MWP2-1139, MWP2-1137, MWP2-1129, MWP2-1130, MWP2-1126], [MWP2-1163], [MWP2-1136] 
  • Bug fixes/general improvements
    • Improving the delete tenant process to ensure more items are removed automatically, which previously would block the delete process  [MWP2-1125]
    • If the user gets a 404 error - the page now has new resource item which is defaulted to "Please click here to return to the home page." (managed by the resource "PageNotFound.TextAndLink")   [MWP2-1160]
    • If the user gets an application error - the page has a new resource item which is defaulted to "Please click here to logout and try again to see if this issue persists." (managed by the resource "ApplicationError.TextAndLink")  [MWP2-1160]

Available in version 2.23.3 (Phase: Platform Owner's UAT / General Release available from May 2022)

  • Email
    • [Not suitable for UAT environments] A new monitoring service will be installed on all platforms to ensure the scheduled email task is running and restarted if necessary (SMTP email connections have been known to hang the service). An email will also be sent to the appropriate support administrators to follow up. The new process will initially be configured to check hourly [MWP2-771]
  • Benefits
    • A new toggle has been added to benefit builder definitions to allow them to be exclude from the My Benefits page (and widgets) [MWP2-954]
    • Auto renew user logs from skipped to failed where users no longer have access to the benefits [MWP2-843]
    • Auditing process change to include benefits which have not been activated yet [MWP2-1143]
  • Administration
    • A style editor has been added to allow the look and feel to be changed for the administration system  [MWP2-1017]
    • A platform that supports multiple domains will now allow representation of users, regardless of the domain used for the tenant in the administration system  [MWP2-955]
    • "JobScope" and "JobComments" expressions (data from Job details)  are now available [MWP2-896] 
  • Credit card module
    • An uploaded credit card expenses file can now be removed in one action. All associated claims will also be removed regardless of where they are in the system [MWP2-895]
  • Reward and recognition 
    • Allow non-verified accounts in reward and recognition to appear when specific restrictions are used on nomination screens [MWP2-1021]
    • Direct to user code values and now available in reporting  [MWP2-1098]
    • An expression to provide the total rewards redeemed for a user in a given time period is available. RewardAndRecognitionRedeemTotal([arg1], [arg2], [arg3]) - where [arg1] is either true or false to return either the value or the points associated with the user and optional [arg2] is the from date and [arg3] is the to date to refine the selection  [MWP2-1014]
    • Currency symbol can be managed in more detail on the user's redeemed screen by using the tenant setting - "RAR.Redeemed.ValueColumnCustomFormat"  [MWP2-1070]
  • Upload download module
    • The use of an SSH key is now supported for SFTP authentication  [MWP2-1028]
    • The tidy up process has been improved  [MWP2-999]
  • Bug fixes/general improvements
    • PAE Updates  [MWP2-1083, MWP2-1056]
    • Beneficiaries functionality added to new theme [MWP2-1001]
    • File transfer records created by scheduled reports will now have a read icon added for all users including the owner  [MWP2-794]
    • Platform level report builder will no longer display tenant level meta data entities [MWP2-1049]
    • Library builder items display more consistently without style overrides - theme specific request [MWP2-897]
    • Minor lookup table fix for the context menu in the administration system [MWP2-942]
    • Auto renew status now updating in the benefit groups screen [MWP2-738]
    • Report schedule tidy up task has been improved [MWP2-1036]
    • Locking and then closing account display flow issue resolved [MWP2-1022]
    • Addresses are losing the primary flag when updated by employees [MWP2-1015]
    • Redundant themes removed from platforms  [MWP2-1096]
    • UAG DTT improvement over management of DTT's  [MWP2-708]
    • Specific theme change [MWP2-1122]
    • Internal improvements [MWP2-1033]


What's new in version 2.23.2 (General release, 21st March 2022 onwards)

  • Data transfers
    • A new "Preferred name" data transfer has been added to the data transfer area (/tenant/users/datatransfer). A new data column has also been added to existing user data and template data transfers to transfer this value  [MWP2-855]
    • Employee "probation dates" have been added to the user data transfer (3 columns) and the template data transfer facility (up to 3 columns) [MWP2-865]
    • The set data transfer can now allow duplicate names (with dates of birth) during the same upload by setting the tenant setting "AdminUpload.Users.MultipleNameDobMatch" to false [MWP2-874]
    • User uploads on the user data transfer will no longer record changes to address or employee records when the data hasn't changed. Similarly remuneration changes during uploads will no longer be recorded as changes if he data has not changed. User manager, tenant meta data and company meta data data transfer system events are now recorded on change [MWP2-805]
    • Minor help/error message improvement to user, remuneration, and employment history data transfers  [MWP2-876]
  • Reporting
    • All reporting fields are now available to use via a distribution list initiated email (schedule or broadcasting) to provide "mail merge" functionality. This addition introduces a new expression to use in this context:
      ReportColumn('COLUMNNAME')
      The additional email parameter "Multiple emails" defines whether one or many emails can be sent to the same user regardless of data differences [MWP2-995]
    • CSV uploads (via the upload/download module) and API access column headings are now representative of the reports used [MWP2-1058]
    • User access groups - when reporting on all assigned admins, closed administrator accounts will no longer be included [MWP2-905]
  • Benefits
    • Disabled benefits can no longer be enrolled in, regardless of the "allow enrolment" option. User enrolled benefits, where the benefit has been disabled will still display for the user [MWP2-949]
    • Email notifications for administrators on lifestyle event requests have been added. See /tenant/benefit/windows/lifestyle-events#/notifications [MWP2-799]
    • Benefit status' will now be shown and logged on all benefit updates and can be seen in the administration user's benefit history log [MWP2-797]
    • Linked resources which render document templates will now work correctly in my-benefits and benefit summary pages across all current themes [MWP2-892]
    • Deleted benefits are no longer shown in the user's benefit list screen in the administration system by default [MWP2-943]
    • Deleting bulk user windows is now a scheduled task [MWP2-769]
    • Lifestyle events minor date scenario fix when using current benefit as a parameter for the windows [MWP2-766]
    • Auditing - get previous selection will now exclude terminated benefits when deriving whether it is a new enrollment or a change [MWP2-987]
  • Data triggers
    • Triggers can now run limited expressions ( SetEmployeeMetaData(), SetPersonalMetaData() ) against data trigger actions [MWP2-956]
    • The log detail from the result of triggers running has been enhanced [MWP2-956]
  • Static data uploader
    • The way we are storing and processing data has been simplified to make it quicker and less impacting on the rest of the platform  [MWP2-883]
  • Analytics
    • Page visits (e.g. accessing different benefits) should now be easier to track or analyse in google analytics. HTML page titles for page template, benefits and dashboards are now more specific  [MWP2-713]
  • Reward and recognition 
    • Resource "RAR.Welcome.Wall.NominationMarkup" has a new ninth parameter to output the message supplied [MWP2-982] 
    • Configuration text areas will now render dynamic expressions [MWP2-978]
    • Improved code upload validation [MWP2-781, MWP2-831, MWP2-860 ]
    • Approving selected codes can now do more than one at a time for the same user [MWP2-780]
    • Deleting reward collections no longer fail if the collection is linked to a reward [MWP2-800]
    • Widget improvement on the RTS nomination widget to make the look and feel the same as other areas of the system [MWP2-825]
    • Client side copy codes functionality no longer re-encodes ampersands and URL codes will be clickable [MWP2-758]
  • User management
    • Support for users which do not have email addresses.  This can be enabled for each tenant using the new tenant setting "AccountSettings.AllowGeneratedEmailAddress" and setting the value to "True". Emails can now be suppressed for specific users using their dashboard  [MWP2-]
    • User declined invitations to the platform will now be recorded as a user "cancelled" system event  [MWP2-939]
  • Freshdesk move
  • Bug fixes/general improvements
    • Theme specific display changes/tweaks [MWP2-958, MWP2-847, MWP-967]
    • Calculation engine print process change required for load balanced clients to negate a possible blank output [MWP2-929]
    • Updating contact numbers in the user's administration screen will now correctly set the primary flag in all scenarios [MWP2-975] 
    • Editing calculation engines and then saving will now stay on the same view with the current calculation [MWP2-959]
    • Scheduled reporting - improvement to stop the occasional duplicate recipient being allocated [MWP2-846]
    • Library builder - restrictions on employee group for options 2 and 3 were the wrong way round [MWP2-921]
    • Employee probation date possible duplication issue fix [MWP2-852]
    • Administration registration widget layout fix for blank items [MWP2-764]
    • Delete tenant no longer requires upload/download items to be manually removed first [MWP2-808]
    • Client messaging - removal of possible silent scripting error when enabled [MWP2-726]
    • Personal development yes/no questions now captures response answers correctly for immediate display [MWP2-972]
    • Bulk windows user delete has now been moved to a background scheduled task [MWP2-769]
    • When you have a multi page fact finder, clicking the next page will scroll the user to the top of the page - same with the previous button [MWP2-735]
    • Administration personal details screen update process improvement [MWP2-804]
    • Support for more than 10 custom components (pagination facility) [MWP2-729]
    • Pension auto enrolment duplicate enrolment email possibility removal [MWP2-1068]
    • Lifestyle event management could create duplicates when approving [MWP2-934]
    • New tenant functionality will now correctly enable module tasks under all scenarios  [MWP2-983]


What's new in version 2.23.1 (Phase: General Release, available from Jan 2022)

  • Environmental
    • Changes to the way we support multiple servers for individual client platforms and synchronising administrator updates between them [MWP2-836]
  • Meta data configuration
    • We've changed the way meta data configuration changes are processed to make it more resilient and informative to the user [MWP2-1060,MWP2-1042 ]
  • SSO Inbound
  • Planner
    • The client side Planner module is now available to all platforms. The Planner module is a read only facility for users to easily visualise forthcoming events in MyWorkPal [MWP2-1069]
  • New expressions
    • New user account specific expressions [MWP2-851]
      • accountcreateddate/accountcreateddateiso - returns the date and time when the user account was created
      • accountprocesseddate/accountprocesseddateiso - returns the date and time when the user account was processed
      • accountactivateddate/accountactivateddateiso -  - returns the date and time when the accounts was activated
  • Benefits
    • Benefit data transfer now supports min/max restrictions which use variables to enforce values [MWP2-997]
    • Auto enrol and windows task will report a skip rather than a fail when a probation data has not be reached for an employee [MWP2-997]
    • Recalculation task now continues through all employees even when there are expression errors when processing specific employees [MWP2-859]
    • Process package scheduled task will no longer report a fail if a tenant doesn't have a default package [MWP2-795]
  • Static data templates
    • Individual deferred documents can now be generated by administrators to spot check PDF's produced by a run [MWP2-862]
  • Reporting
    • Scheduled reports can now be created at platform level - this is mainly for platform administrators to monitor global scheduled tasks [MWP2-837]
    • Scheduled report management views now list the report and report type involved as well as providing a link option to jump to the report [MWP2-849]
    • User document top level details added to reporting [MWP2-818]
    • Tenant domain added to reporting [MWP2-811]
    • Award nominations data has been added to reward and recognition reporting [MWP2-823]
    • 'All brand values' field has been added to various reward and recognition reporting areas [MWP2-823]
    • Scheduled tasks screen has a new search column "Last run duration" to quickly identify long running/problematic tasks [MWP2-838]
  • Logging
    • New user activity log entry when an account is re-opened (from a closed state) [MWP2-864]
    • New user activity log entries when an account lock or unlocked from the administration portal [MWP2-1008]
  • Bug fixes/general improvements
    • Calculation engine now uses it's own defined styling when producing a PDF [MWP2-936]
    • Theme specific display changes/tweaks [MWP2-824, MWP2-951, MWP2-707, MWP2-778, MWP2-832,M]
    • Expression GetPageTemplate will now work in all expression editors [MWP2-853]
    • Default tenant will no longer be re-created on platform upgrade [MWP2-788]
    • Clone tenant process no longer lists system administrators [MWP2-1032]
    • Admin resources fix [MWP2-1012]
    • Platform Benefit Payroll report now produces tenant specific data [MWP2-992]
    • Administration reward and recognition improvement on PDF generation process [MWP2-841]
  • Benefits
    • Auto enrol and windows scheduled task it will no longer mark a probation date employee as failed (if not passed) but instead mark it as skipped  [MWP2-871]
    • Recalculation scheduled task will no longer stop if it encounters an expression error [MWP2-837]
  • Reporting
    • Reports can now be produced in XML format [MWP2-798]
    • Scheduled reports can now be created at platform level [MWP2-798]
    • Scheduled tasks can now be reported on in the report builder [MWP2-798]
    • Top level information for user documents can now be reported on [MWP2-818]
  • Static data uploader
    • Deferred documents can now be viewed in the administration site [MWP2-862]
  • Expressions
    • Three new expressions (and ISO formatted version) have been create to return user account data [MWP2-851]
      • AccountCreatedDate / AccountCreatedDateISO - the date the account was initially created
      • AccountProcessedDate / AccountProcessedDateISO - the date the account was initially processed
      • AccountActivatedDate / AccountActivatedDateISO - date the account was activated
  • Single sign on and triggers
    • SAML2 inbound data can now be automatically mapped into employee meta data fields [MWP2-822]
    • A new expression is available to be used in SAML2 inbound and data trigger actions to dynamically create benefits [MWP2-857]
  • Reward and recognition
    • Added new Award nomination entity in reporting [MWP2-823]
    • Added a single reporting field "Brand Values (all)" to reporting as a CSV item [MWP2-957]
    • User search on nominate screen should be quicker for tenants with large employees [MWP2-872]
    • User Access Groups improvements [MWP2-872]
    • Duplicated conformation of names removed on specific nomination widget [MWP2-778]
  • Bug fixes/general improvements 
    • Annuities data improvements on new platform installs [MWP2-877]
    • Tenant delete improvements [MWP2-877]
    • GetPageTemplate expression can now be used in all expression editors to aid testing [MWP2-853]
    • Minor client UI improvements on performing reset password and accept invites [MWP2-856]
    • Domain resources improvement [MWP2-755]
    • Resource management improvements for clients that are load balanced [MWP2-836]
    • Scheduled task view changed to show time elapsed [MWP2-838]
    • Theme fixes/changes [MWP2-832, MWP2-824, MWP2-707, MWP-951]
    • Default tenant no longer created or recreated on installs [MWP2-788]
    • Not having a default package will no longer mean the employee benefits scheduled task 'Process Package Changes' will fail [MWP2-795]
    • Event log entry will now be recorded when an administrator re-opens an account [MWP2-864]
    • Event log entry will now be recorded when an administrator deletes a user from the process new users facility [MWP2-848]
    • Minor internal change [MWP2-759]

What's new in version 2.23.0 (Phase: General Release, available from Oct 2021)

  • Benefits
    • Monthly window benefit type will be renamed to be 'Anytime'. Functionality will stay the same as benefits will still only be monthly for this release [MWP2-621]
    • Termination and cancellation consents have been added to benefit builder configurations. This adds the ability to enforce all consents are agreed to by employees when terminating or cancelling a benefit from the client side.  [MWP2-910]
  • XML Output
  • Pension auto enrolment (New module available on all UAT platforms. Will not be automatically deployed to live environments during this release)
    • Pension auto enrolment

      Is a new module which extends the employee benefits module to allow any benefit builder benefit to be defined as one that supports pensions auto enrolment activities. To use at tenant level the tenant module must be enabled first. The module delivers the following features to support pensions auto enrolment:

      • state pension ages (SPAs) at system level [MWP2-839]
      • threshold earning values at system level [MWP2-518/MWP2-523]
      • pension auto enrolment assessment schemes at tenant level [MWP2-519/MWP2- 524]
      • employee scheme assignments and pension auto enrolment history via data transfers [MWP2-520/MWP547] 
      • enhanced benefit configurations to enable pension auto enrolments [MWP2-525]
      • benefit package configurations to perform pension auto enrolments [MWP2-526]
      • pension auto enrolment assessments via a daily scheduled task [MWP2-547/MWP2-548]
      • pension auto enrolment information for employees [MWP2-527/MWP2-528]
      • reporting on pension auto enrolment activities (MWP2-900]
      • expression support for pension auto enrolment (MWP2-900]
  • Performance
    • User validation optimisation  [MWP2-845]
  • JQuery upgrade
    • JQuery move from v3.5.1 to v3.6.0 [MWP2-879]
  • Reporting
    • The ability to report on tenant domains has been added to the reporting facility (Tenants...Domain Name)  [MWP2-802]
    • The ability to report on tenant modules has been added to the reporting facility (Tenants...Modules Name)  [MWP2-802]
  • Bug fixes/general improvements
    • More types of login system events will be recorded (e.g. password, 2fa and sso events differentiation)  [MWP2-882]
    • Benefit design - further information icon/image can become lost [MWP2-947]
    • Non-validated search widget fix [MWP2-950]
    • Theme specific summary benefit content only correction [MWP2-879]

What's new in version 2.22.3 (Phase: General Release - Selected Platforms, available from July 2021)

  • Benefits
    • Benefit configuration changes to allow further refinement when using benefit expressions to return employee selected benefit amounts. To support this a new configuration tab has been created to define all "Tax Implication" fields against a benefit including the separation of employee and employer attributes [MWP2-833]
      • This change affects the following expressions (and benefit package reporting), although the expressions will work as is before any changes are made: 
        • IsSubjectToTax
        • IsSubjectToNI
        • TotalBenefitsAnnualAmount
        • TotalBenefitsEEAnnualAmount
        • TotalBenefitsERAnnualAmount
  • Page templates
    • Allow published page templates changes to be viewed in draft mode prior to publication updates during representation [MWP2-850]

What's new in version 2.22.2 (Phase: General Release, available from April 2021)

  • User document folders
    • Added the ability to create user document folders for employees (for example to hold user documents for different purposes) [MWP2-777]
    • Users can upload documents to all, any or none of these user document folders [MWP2-777]
    • Static data uploader can now put documents into specific user document folders [MWP2-777]
  • Manage my team
    • You can now optionally include employees that you only approve for in this view [MWP2-783] 
      • To enable this, there are three settings to switch on. These are: (Holiday Approver) HolidaysAndAbsence.WhenApproverOnlyEmployeeIsShownInManageMyTeam", (Expense Approver) "ExpensesManagement.WhenApproverOnlyEmployeeIsShownInManageMyTeam", (Sickness Approver, this is an existing setting which also makes employees available in the manage my team view) "HolidaysAndAbsence.ManagingTeam.SicknessApproverCanRegisterAbsence"
  • Single Sign On
    • IDP support has been introduced for SAML 2.0 inbound message support [MWP2-812]
    • A few consistency changes have been introduced (case / spelling etc..) [MWP2-812]
  • Secure messaging
    • A theme specific change (look and feel) has been made to the secure messaging facility [MWP2-683]
  • Email
    • Administrative users emails can now be interrogated for tracking information [MWP2-683]
    • Administrative users emails address can now be searched directly for suppression (mailgun only) [MWP2-683]
  • Bug fixes/general improvements
    • Flattened address audit reporting performance is improved  [MWP2-740]
    • Cost center search facility within the employee details administration screen has been correctly introduced [MWP2-792]
    • Countries Côte d'Ivoire, Réunion and Saint Barthélemy which can be applied to employees have been corrected [MWP2-737]
    • Menu builder save operation now stops double clicking possible failures [MWP2-725] 
    • Event view download facility - the column "Is User Data" has been removed as not used [MWP2-779]
    • "Annually" frequency option text has been reintroduced and has internally replaced different variations of this (12 months and Yearly) [MWP2-792] 
    • Multiple lifestyle windows defined against benefit packages will now always be created when relevant [MWP2-803] 

What's new in version 2.22.1 (Phase: General Release, available from March 2021)

  • Reporting area changes
    • Extra error messaging on merge report failures and general improvements  [MWP2-691]. The scenarios covered include (where appropriate will also be applied to general reporting at a later date):
      • Incorrect use of data types on calculated columns will now generate a user friendly error message
      • Exceptionally long column names in source reports will generate a meaningful error rather than a general error
      • Full stops within source report field names can be used and not generate a general error
      • Using module expressions without including a system ID will now generate a meaningful error
    • My Downloads area has been changed to retain any requested downloads for 7 days - this cannot be changed. This covers both reports and data downloads at both platform and tenant level [MWP2-682]
  • Data transfer changes
    • Template data transfer process will now strip all leading and trailing spaces supplied on keys automatically (for payroll number, email address and employee number) [MWP2-644]
  • Reward and recognition
    • The ability to change the way brand recognition entries are shown on walls has been made available with the resource "RAR.Welcome.Wall.BrandValueListText"  [MWP2-744]
    • Reward and recognition upload for points override has been made more efficient  [MWP2-712]
    • When performing a full nomination the selected user will appear differently when using the back button to review or modify the original selection [MWP2-720]
  • Themes
    • A new theme has been added for selected clients  [MWP2-790]
    • One specific theme improvement on the benefit client summary pages rendering process (platform specific) [MWP2-762]
    • Specific theme improvements when using banner snippets  [MWP2-746]
    • Mobile device icons added to specific themes  [MWP2-739]
  • Bug fixes/general improvements
    • You can now view user benefits where the benefit template has been deleted [MWP2-727]
    • Potential UAG assignment issue when rules are based on meta data and data is edited directly via administration portal has been resolved [MWP2-715]
    • Tenant delete facility will now automatically remove library builder created assets  [MWP2-709]
    • When accessing the audit history in user screens (employee, personal, addresses and contact numbers) the UI will give immediate feedback that something is happening [MWP2-706]
    • Company announcement expressions can now be used in more places (not just page/email templates)  [MWP2-782]

What's new in version 2.22.0 (Phase: General Release, available from January 2021)

  • Benefits
    • Tenant benefit lifestyle window/events menu items have now been grouped together under a "Benefits...Window..." menu group in the administration system [MWP2-718]
    • The ability to bulk delete lifestyle windows created in error has been added. A new permission "Manage Windows" has been introduced to give some control over this [MWP2-718]
    • The ability to report on cancelled benefit enrollments has been added (a new setting "Benefits.Reports.ReturnCancelledRecords" control this in an attempt to not cause impact to existing reports) [MWP2-200]
    • The ability to manage the date range for the auto enrol benefits has been added (a new setting "Admin.Tenant.Benefits.Packages.MaxCalendarMonths" can control this - it's default is set to 12) [MWP2-690]
  • Behaviour changes
    • When creating new scheduled reports the default behaviour has been changed to "generate a file per recipient". This can and should be switched off if the recipients are always allowed to receive the same file  [MWP2-718]
  • New theme
    • A new theme has been added for selected clients  [MWP2-714 , MWP2-767]
  • Usability
    • Employee cost centre entry now has a search facility  [MWP2-689]
  • Reward and recognition
    • Ability to define R&R thanks by direct reports for both quick and full thanks  [MWP2-638]
    • Ability to upload reward codes direct to users  [MWP2-693]
    • Ability to report on who (system id) has been issued and assigned reward codes  [MWP2-694]
  • Holiday and absence
    • New expressions "GetEmployeesWithHolidaysRequiringApprovalCount()" & "GetEmployeesWithHolidaysRequiringApproval([sort direction])" to facilitate more dynamic screens when used with template expressions  [MWP2-748] 
    • Employee holiday administration screen will now show holiday adjustments with their text value rather than the underlying value  [MWP2-753]
  • Bug fixes/general improvements
    • Tenant clone fix for components facility [MWP2-696]
    • Caching issue for platform and tenant lookup table changes has been resolved [MWP2-680]
    • Template expression fix when using system returned lists in page templates and components [MWP2-757]
    • The platform system event viewer has been changed to a download-request-and-review-facility [MWP2-678]
    • Deleting rate table files now prompts the correct file to be deleted   [MWP2-773]
    • SFTP upload/download needless connection retention fix [MWP2-705]
    • GetTenantSetting help text mismatch correction [MWP2-776]


Release Notes: Pre 2021