23.07 PeopleFluent Talent Management Release Notes
PeopleFluent is pleased to announce the upcoming PeopleFluent Talent Management 23.07 update. This document describes the functionality of these new features, discusses their client impact, and provides detailed information about each. If you have any questions about the enhancements or the new features presented in this document, please contact your PeopleFluent representative.
Compensation Features
The features and enhancements described in this section apply to PeopleFluent Compensation. Because this application is configurable per client, new features may affect each implementation differently. For more information about any new feature, and how it can be used in specific implementations, contact a PeopleFluent representative.
These features will be available when the client is upgraded to this version of PeopleFluent Compensation.
Regenerate & Delete Tasks in Focal Workflows
Functionality
This enhancement allows Compensation administrators to regenerate and delete tasks in focal workflow processes after the plan has been initiated.
Details
Occasionally, Compensation administrators may have initiated a reward cycle but forgot to enable tasks, or they need to make adjustments to the task text. Sometimes they need to delete tasks for a certain group of employees of managers after initiation.
In the 23.07 update of PeopleFluent Compensation, administrators now have the ability to regenerate and delete tasks after the workflow process has been initiated, similar to the feature in PeopleFluent Performance.
On the reward cycle Manage Workflow page, the Send Reminders link below each workflow state has been replaced by a More Actions drop-down menu, which contains the Send Reminders link as well as the new Delete Tasks and Regenerate Tasks options. These new options will delete or regenerate tasks for all the managers in that state.
You can also select individual managers to delete or regenerate tasks for by clicking the number in the workflow state, selecting any number of managers, and then clicking the new Delete Tasks or Regenerate Tasks button.
- Note: Neither method will move manager's worksheets in or out of the workflow; the new options only regenerate or delete tasks.
The results of the deleting or regenerating tasks actions will appear in the reward cycle's process log.
Incentive Target Eligibility Criteria
Functionality
This enhancement adds an Incentive Targets grid to the eligibility options of Salary and Incentive plans.
Details
In the 23.07 update, a new Incentive Targets grid has been added to the eligibility grid types when you go to Menu > Talent Management Administration > Compensation Administration and select:
- Salary Planning > Eligibility Criteria
- Bonus Planning > Eligibility Criteria
- Stock Planning > Eligibility Criteria
Administrators can use the default view or create new views and then select them in Compensation plans when configuring eligibility criteria on the plan's Eligibility page.
The grid and views are also available on the Plan Processing page when selecting a view to remove from the population.
Incentive Plan Codes and Targets SmartGrids
Functionality
This enhancement adds two new SmartGrids that show Incentive plan codes and Incentive targets.
Details
Two new SmartGrids have been added in this update that display Compensation Incentive plan codes and Incentive plan targets.
The new SmartGrids can be found by going to Menu > Compensation > Incentive Plan Code History and Menu > Compensation > Incentive Target History.
Clients can add and edit records in these SmartGrids, and delete individual rows or selected rows in bulk. Standard SmartGrid functionalty is available, including filtering, sorting, saving views, and so on. Clicking a person's name in the grid opens their Talent Profile.
There are also new report subjects based on these two SmartGrids. These can be found by going to Menu > Reports > Create New Report > Compensation > Employee History.
New Fields in Worksheets, Salary, and Incentive Plans
Functionality
This enhancement adds new available fields to PeopleFluent Compensation worksheets and Salary and Incentive plans.
Details
To increase the utility and flexibility of PeopleFluent Compensation, a number of standard fields have been added to the following areas:
Worksheet Rows
The following fields have been added to worksheet rows:
- jobCode
- lumpSumPct
- adjustToMinPct
- totalIncreasePct
- currentStatus
- lastIncreaseDate
- timeInJob
- userDefaultCurrency11
- userDefaultCurrency12
- userDefaultCurrency13
- userDefaultCurrency14
- userDefaultCurrency15
These fields have been added to the worksheet participants grid for Salary, Bonus, Stock, and Total Compensation plans, worksheet and Compensation ad hoc reporting, and worksheet row REST APIs. They are available in data sources for all plan types and in data maps.
There are new out-of-the-box formulas for Salary and Total Compensation template reward cycles for lumpSumPct and totalIncreasePct. Formulas are not added to existing reward cycles. New Field mappings for all other fields are set to not publish and are not enabled for all existing reward cycles.
The fields will be available in out-of-the-box grid views (but not added to any view) and are also added to the PeopleFluent Talent Management Pseudo Model.
Salary and Incentive Plans
The following fields have been added to Salary and Incentive plans:
- jobCode
- currentStatus
- lastIncreaseDate
- timeInJob
- userDefaultCurrency11
- userDefaultCurrency12
- userDefaultCurrency13
- userDefaultCurrency14
- userDefaultCurrency15
These fields have been added to the participants grids for all plan types and to ad hoc reporting, and are also added to the PeopleFluent Talent Management Pseudo Model.
Also, new field mappings have been added for jobCode, currentStatus, and lastIncreaseDate for templates:
-
Last Merit Increase Data added to Bonus and Stock Data Maps out-of-the-box
-
lastIncreaseDate maps added to existing Last Merit Increase Date for Salary Data Maps, and to new Last Merit Increase Data Map for Bonus and Stock
-
currentStatus data map added to salary, bonus, and stock data maps
-
mapping added to currentStatus from currentStatus data map
-
jobCode data map added to salary, bonus, and stock data maps
-
mapping added to jobCode from jobCode data map
Out-of-the-box grid views have the new fields added to the Available Columns list.
Onboarding Features
The features and enhancements described in this section apply to PeopleFluent Onboarding. Because this application is configurable per client, new features may affect each implementation differently. For more information about any new feature, and how it can be used in specific implementations, contact a PeopleFluent representative.
These features will be available when the client is upgraded to this version of PeopleFluent Onboarding.
No new PeopleFluent Onboarding-specific features or enhancements were made in this update.
Performance and Succession Features
The features and enhancements described in this section apply to PeopleFluent Performance and PeopleFluent Succession Management. Because these applications are configurable per client, new features may affect each implementation differently. For more information about any new feature, and how it can be used in specific implementations, contact a PeopleFluent representative.
These features will be available when the client is upgraded to this version of PeopleFluent Performance and PeopleFluent Succession Management.
Performance Eligibility Enhancement
Functionality
This enhancement changes the way Performance plan eligibility criteria are chosen, allowing for more flexibility in the same way Compensation plan eligibility is configured.
Details
In this update of PeopleFluent Performance, the way that Performance plan eligibility criteria are determined has been made more flexible, mirroring the way that PeopleFluent Compensation plan eligibility criteria works.
Instead of a single eligibility grid view, you can now add as many views as needed to define the criteria for your Performance plans. Each view shows up as a row in the grid, and you can add, edit, create, re-order, and remove views to fine-tune your eligibility criteria.
You can subtract a view as well as add one. For example, you could have all non-executives except HR and Finance employees (who might be part of a different Performance plan).
Upgrade Considerations
Upon upgrading to this update of PeopleFluent Performance, the existing view will be included in the grid as a single row with all filters intact. Clients can use that view as is, or configure new criteria.
Eligibility Data Caching
If Performance plan eligibility criteria becomes very complex, it can take some time to recalculate every time the Dispay Count link on the Workflow Process Management is clicked. In these cases, administrators can contact their PeopleFluent representative to enable a new feature that caches the results of eligibility criteria so that it doesn't have to be recalculated every time.
This feature is enabled by a new Performance Setting:
Table: Eligibility Criteria Data Cache Performance Setting
Field Name |
Description |
Interval to Recalculate Eligibility Criteria Data |
This setting specifies the time (in hours) after which performance eligibility criteria will be recalculated and cached. The last time the data was calculated appears on the Workflow Process Management page in the Process Management section. If this is set to 0, the results will not be cached. |
When this setting is set to a non-zero value, the Workflow Process Management page will show the Eligibility Data Last Calculated date and time below the Process Management grid. The eligibility criteria will be calculated and cached the first time one of the Display Count links is clicked, and thereafter the count will be retrieved from the stored cache and not recalculated each time.
The cached data will be automatically recalculated and cached according to the setting as shown above, or you can click the Reset Eligibility Criteria Data button that appears below the last calculated date to immediately recalculate the data. The cache will also be refreshed when the eligibility criteria is changed, either by editing the criteria itself (by adding or removing views) or by updating a view that is used in the eligibility criteria. The Auto-Initiate feature will also recalculate the cached data whenever an employee is initiated.
If the new setting is disabled (by setting it to zero), then the data will not be cached, and the Eligibility Data Last Calculated field and the Reset Eligibility Criteria Data button will not appear.
Exclude Inactive Users from Performance Grids
Functionality
This enhancement excludes inactive users from Performance selection grids.
Details
To prevent the inadvertent adding of inactive users (employees whose User record is marked as Inactive), PeopleFluent Performance now automatically excludes them from the following selection grids:
Delegation
On the Performance Plan Delegation Options page:
- After clicking Add under Participant Delegations and clicking Select to select the delegator, the Select the delegator grid.
- After clicking Add under Delegated Employees, the Select Participants for this delegation grid.
- After selecting a delegator and one or more delegated employees, and clicking Add under Degelatees, the Select Delegates for this delegation grid.
Multi-Rater
- When a participant in a multi-rater evaluation process clicks Add Peers, Add Subordinates, or Add Management, the Select Employee grid.
Feedback
- When a manager requests feedback for another employee and clicks Request Feedback For, the Select Employee grid.
- When an employee gives feedback and clicks Provide Feedback For, the Select Employee grid.
Remove Specific Competencies
Functionality
This enhancement adds new methods to the Talent Management Pseudo Model that allow clients to write data processing scripts that remove specific competencies from participants in a Performance plan.
Details
In PeopleFluent Performance, clients can now write data processing scripts to remove individual competencies from participants in Interim and Final evaluation processes.
Two new methods have been added to the Talent Management Pseudo Model under CompetencyScriptUtils:
Method Name | Description |
removeFinalCompetency |
Removes a competency from a Final process for the specific person in a specific performance plan. The parameters are (personSSRK, competencySSRK, performancePlan). personSSRK, competencySSRK and performancePlan are required and may not be null. An error message will be written to the process log if the competency was unable to be removed due to data validation errors. If the competency was deleted correctly a true boolean is returned. |
removeInterimCompetency |
Removes a competency from an Interim process for the specific person in a specific performance plan and rating period. The parameters are (personSSRK, competencySSRK, performancePlan, ratingPeriod). personSSRK, competencySSRK, performancePlan and ratingPeriod are required and may not be null. An error message will be written to the process log if the competency was unable to be removed due to data validation errors. If the competency was deleted correctly a true boolean is returned. |
No scripts are provided in the application to use these methods. The following examples illustrate one way to use them in a script:
Remove Competency from Final Evaluation Process
//PerformancePlanSSRK should be supplied as parameter in Data Process in the format
[PerformancePlanSSRK, ReferenceKey];
//This script asssumes that a file will be uploaded to the Data Process that contains the following
columns: Person SSRK (Required), Competency SSRK (Required)
if (Params.PerformancePlanSSRK == null) {
logError("Please provide a performance plan ssrk in the Runtime Properties.");
return;
}
def performancePlan = PerformancePlans.findBySSRK(Pa
if (performancePlan == null) {
logError("PerformancePlanSSRK (" + Params.PerformancePlanSSRK + ") is not a valid performance plan ssrk.");
return;
}
def competencyList = Vfile.getListFromCSV();
for (rec in competencyList ) {
def personSSRK = rec.get("Person SSRK");
def competencySSRK = rec.get("Competency SSRK");
CompetencyScriptUtils.removeFi
}
Remove Competency from Interim Evaluation Cycles
//PerformancePlanSSRK and RatingPeriodId should be supplied as parameter in Data Process in the format
[PerformancePlanSSRK, ReferenceKey]; [RatingPeriodId, Id];
//This script asssumes that a file will be uploaded to the Data Process that contains the following
columns: Person SSRK (Required), Competency SSRK (Required)
if (Params.PerformancePlanSSRK == null) {
logError("Please provide a performance plan ssrk in the Runtime Properties.");
return;
}
def performancePlan = PerformancePlans.findBySSRK(Pa
if (performancePlan == null) {
logError("PerformancePlanSSRK (" + Params.PerformancePlanSSRK + ") is not a valid performance plan ssrk.");
return;
}
if (Params.RatingPeriodId == null) {
logError("Please provide a rating period Id in the Runtime Properties.");
return;
}
def ratingPeriod = RatingPeriods.findByID(Params.
if (ratingPeriod == null) {
logError("RatingPeriodId(" + Params.RatingPeriodId + ") is not a valid rating period");
return;
}
def competencyList = Vfile.getListFromCSV();
for (rec in competencyList ) {
def personSSRK = rec.get("Person SSRK");
def competencySSRK = rec.get("Competency SSRK");
CompetencyScriptUtils.removeIn
}
New Add Goal Form Fields
Functionality
This enhancement gives administrators the option to configure Performance form fields to have a single option to add a goal manually or add a goal from the repository.
Details
In PeopleFluent Performance Goal Setting, Interim Evaluation, and Final Evaluation forms, there is a form field called Add a goal that opens a flyout menu if a goal repository view is configured. The flyout menu allows the options Manually Add a Goal and Add a Goal from the Repository, allowing end users to choose the source of their new goal.
In the PeopleFluent Performance 23.07 update, there is now an option to configure each option in the flyout menu as a separate form field.
This allows administrators to configure either option without the other appearing on the form.
The new form fields are available in the list of available fields. The existing option with the flyout menu is still available and nothing will change upon upgrading.
Delete Individual Goals in Plans
Functionality
This enhancement adds new pseudo model methods that allow clients to write data processing scripts that can delete specific individual goals from a performance plan.
Details
In this update of PeopleFluent Talent Management, clients can write data processing scripts that can delete individual goals in a performance plan.
The following new methods have been added to the Pseudo Model under PerformanceGoalScriptUtils:
Method Name |
Description |
deleteGoalByCategoryName | Removes Performance Goals from the specific person in a specific performance plan and CategoryName. The parameters are (personSSRK, performancePlan, CategoryName). personSSRK, performancePlan and CategoryName are required and may not be null. An error message will be written to the process log if the Performance Goals were unable to be removed due to data validation errors. If the Performance Goals were deleted correctly a true boolean is returned. |
deleteGoalByGoalCode | Removes a Performance Goal from the specific person in a specific performance plan and GoalCode. The parameters are (personSSRK, performancePlan). personSSRK, performancePlan and Goal Code are required and may not be null. An error message will be written to the process log if the Performance Goal was unable to be removed due to data validation errors. If the Performance Goal was deleted correctly a true boolean is returned. |
deleteGoalByGoalTypeName | Removes Performance Goals from the specific person in a specific performance plan and GoalTypeName. The parameters are (personSSRK, performancePlan, GoalTypeName). personSSRK, performancePlan and GoalTypeName are required and may not be null. An error message will be written to the process log if the Performance Goals were unable to be removed due to data validation errors. If the Performance Goals were deleted correctly a true boolean is returned. |
deleteGoalById | Removes a Performance Goal from the specific person in a specific performance plan and GoalID. The parameters are (personSSRK, performancePlan, GoalID). personSSRK, performancePlan and Goal Id are required and may not be null. An error message will be written to the process log if the Performance Goal was unable to be removed due to data validation errors. If the Performance Goal was deleted correctly a true boolean is returned. |
If you specify a goal category or goal type and an employee has more than one goal with that category or type, all goals of that category or type will be deleted for the specified person in the specified plan. To delete specific goals, specify by goal ID or goal code.
Sample Scripts
No scripts are provided out of the box, but the following are examples of how these new methods might be used:
Name:
DeleteIndividualGoalByGoalCategoryName
Script:
def performancePlan = PerformancePlans.findBySSRK("GT001");
if (performancePlan == null) {
logError("PerformancePlanSSRK (" + Params.PerformancePlanSSRK + ") is not a valid performance plan ssrk.");
return;
}
if (!performancePlan.assessGoals) {
logError(String.format("Goals plan component is not enabled in performance plan [%s].", performancePlan.name));
return;
}
def pattern = "yyyy-MM-dd";
def personSSRK = "000000287"
PerformanceGoalScriptUtils.deleteGoalByCategoryName(personSSRK, performancePlan, "Financial" );
Name:
DeleteIndividualGoalByGoalCode
Script:
def performancePlan = PerformancePlans.findBySSRK("D001");
if (performancePlan == null) {
logError("PerformancePlanSSRK (" + Params.PerformancePlanSSRK + ") is not a valid performance plan ssrk.");
return;
}
if (!performancePlan.assessGoals) {
logError(String.format("Goals plan component is not enabled in performance plan [%s].", performancePlan.name));
return;
}
def pattern = "yyyy-MM-dd";
def personSSRK = "000000287"
PerformanceGoalScriptUtils.deleteGoalByGoalCode(personSSRK, performancePlan, "g001" );
Name:
DeleteIndividualGoalByGoalId
Script:
def performancePlan = PerformancePlans.findBySSRK("TS001");
if (performancePlan == null) {
logError("PerformancePlanSSRK (" + Params.PerformancePlanSSRK + ") is not a valid performance plan ssrk.");
return;
}
if (!performancePlan.assessGoals) {
logError(String.format("Goals plan component is not enabled in performance plan [%s].", performancePlan.name));
return;
}
def pattern = "yyyy-MM-dd";
def personSSRK = "000004312060"
PerformanceGoalScriptUtils.deleteGoalById(personSSRK, performancePlan, "E24DD31F91CE47FEB40F1731A7FF33BA" );
Name:
DeleteIndividualGoalByGoalTypeName
Script:
def performancePlan = PerformancePlans.findBySSRK("GT001");
if (performancePlan == null) {
logError("PerformancePlanSSRK (" + Params.PerformancePlanSSRK + ") is not a valid performance plan ssrk.");
return;
}
if (!performancePlan.assessGoals) {
logError(String.format("Goals plan component is not enabled in performance plan [%s].", performancePlan.name));
return;
}
def pattern = "yyyy-MM-dd";
def personSSRK = "000000287"
PerformanceGoalScriptUtils.deleteGoalByGoalTypeName(personSSRK, performancePlan, "Team Goals" );
Competency SSRK Added to Grids
Functionality
This enhancement adds the Competency Source Sys Ref Key (SSRK) to several grids to make it easier to identify exactly which competencies have been added.
Details
The Competency Source Sys Ref Key (SSRK) has been added to the following grids:
The plan competencies grid on the Performance Management Plan Competency Options page:
In the dialog box when adding competencies to the selected performance group on the same page:
In the resulting grid of competencies in the Performance Group:
In the Performance Group Competencies report subject SmartGrid (and also in the resulting report itself):
Clinical Competency Rater Access to Reports
Functionality
This enhancement allows clinical competency raters to access SmartGrids and reports for clinical competencies.
Details
In previous updates of PeopleFluent Performance, clinical competency raters could only access competencies through the runtime rating form.
In PeopleFluent Talent Management 23.07, clinical competency raters now have access to the following SmartGrids:
- Competencies Assigned
- Competency Results
- Competency Profile
These SmartGrids are all accessible by going to Menu > Performance and then selecting one of the above grids.
Clinical competency raters will only have access to clinical competencies in these SmartGrids. Using these grids, clinical competency raters can create reports, filter, sort, and use other SmartGrid features.
Manager ID Added to Performance Reports
Functionality
This enhancement adds the Manager Employee ID field to several Performance reports as an available column.
Details
In order to better identify managers in Goals in Progress reports for large organizations, the Manager Employee ID field has been added as an available column in the following report grids:
- Goals in Progress - Summary
- Goals in Progress - Detail
- Individual Goals Alignment
These can be accessed by going to Menu > Reports > Create New Report and opening Performance > Goals. Once the report subject is selected, click Continue and then click Set Columns to see the Manager Employee ID field in the Available Columns list.
In the Individual Goals Alignment report grid, we have also added the Aligned Individual’s Manager Employee ID column to allow for better identification of the correct manager.
Common Features
The features and enhancements described in this section apply to all PeopleFluent Talent Management applications. Because the applications are configurable per client, new features may affect each implementation differently. For more information about any new feature, and how it can be used in specific implementations, contact a PeopleFluent representative.
These features will be available when the client is upgraded to this version of PeopleFluent Talent Management.
Additional Auditing
Functionality
This enhancement adds auditing to Performance plan configuration pages, Compensation reward cycle configurations, plan settings, and functions in Compensation, Performance, and the Global Goal Repository.
Details
In this update of PeopleFluent Talent Management, auditing has been extended to Performance plan configuration pages, Compensation reward cycle configurations, and plan settings. Now these changes will appear in an audit log and can be seen on the page itself and in the Audit Logs page.
You can view audit trails in the following places:
On the Performance Management Plan configuration page:
On the Reward Cycle configuration page:
In Plan Settings for Performance Management Plans, Compensation Reward Cycles, and goals in the global goal repository:
When editing a function in Compensation, Performance, and the Global Goal Repository:
Note that most, but not all fields on these pages are audited; only those that are part of the following underlying entities will appear in audit logs:
For example, on the Performance Management Plan configuration page, most fields are audited, but not fields on the Eligibility tab or Lookup Tables tab because fields on those pages are not directly part of the Performance Plan entity. Similarly, any field with a globe icon after it is a user translation, which is stored separately and not audited as part of the plan.
For more information on which fields are now audited, contact your PeopleFluent representative.
Data Processing Auditing
Functionality
This enhancement adds auditing to data processing scripts and formulas.
Details
In this update of PeopleFluent Talent Management, the ability to audit changes to data processing scripts and plan formulas has been added. Now these changes will appear in an audit log and can be seen on the page itself and in the Audit Logs page.
You can view audit trails in the following places:
On the Data Processing scripts page when editing a script:
On the Data File Processing page:
On the Plan Formulas page when editing a Performance or Compensation formula:
On the Audit Logs page under the entity types Data Process and Formula:
However, formula output fields are not audited, nor are changes to unit tests. Also, any user translation fields (fields with a globe icon) are not audited.
Also, keep in mind that changes to data made through data processing scripts or formulas are still not audited; this enhancement adds auditing for changes to the scripts and data processing records themselves, not the data that the scripts operate on.
Finally, these are the two new underlying system display values that have been added:
Elements that are part of the listed entities are audited; elements that are part of related entities, such as formula output fields, unit tests, and user translations, are not audited.
Data Process Scheduling
Functionality
This feature allows administrators to create a group of data processes and schedule them to run in the future.
Details
A new feature in this update allows administrators to create a list of data file processes that are stored on the Data File Processing page and run them as a batch at a scheduled future date. There is also an option to run the batch immediately.
The new Data Schedule page is accessed by going to Menu > Site Configuration > Data Tools > Data Schedule.
This is where you make a list of data processes to run in a batch. These are data processes stored on the Data File Processing page.
When adding or editing each process, you can enable and disable it, change the process, and select whether or not to continue processing if an error is encountered in this process.
After adding data processes to the list, you can run them as a group immediately by clicking the Process Now button, or schedule a future time to run them. You can schedule a single time, or on a recurring basis, either daily or weekly.
- Warning: Be very careful how you schedule your data processes, as running a data processing script on Compensation reward cycles or plans that are currently running may result in data loss. It will be very easy to start a Compensation plan and forget that a data process is scheduled. Be sure your data process schedule does not overlap a Compensation plan!
Global Lookups
Functionality
This feature adds a way to upload simple lookup tables as CSV files to speed up processing time when loading large amounts of data.
Details
This update features a new Global Lookups feature that allows administrators to upload CSV files containing key/value pairs of data that will be used as simple (single axis, vertical only) lookup tables. This can save a lot of time over the classic lookups when a simple lookup table has many rows.
This feature is accessed by going to Menu > Talent Management Administration > Site Configuration > Data Tools > Global Lookups.
Clicking the Add button allows you to upload a CSV file containing key/value pairs. This can be used in formulas as a simple single axis lookup table that will process quickly, even when there are thousands of rows.
The CSV file will look something like this:
Global lookups cannot be viewed in the application; you can only download the CSV file and view it in a spreadsheet application such as Microsoft Excel or a text editor. To download the file, edit the record and click the Preview button.
The Global Lookups feature is also available to data processing scripts, and thus is usable anywhere that scripting is used in Talent Management.
A new method has been added to the Talent Management Pseudo Model under CommonUtil:
Method | Description |
getGlobalLookupValue | Returns a value from a Key/Value map based on the string parameters that are passed. The string parameters are "GlobalLookup Name" and "Key" and the return value is a string. When using this method in a formula or alert, the value will need to be converted. For example, if in a formula the output field used is an integer, then the value will need to be converted into an integer or there will be errors in the formula. |
Disable SmartGrid Filter Setting
Functionality
This enhancement adds a system setting that, when enabled, prevents SmartGrid filters from loading in Design Mode when the view is first opened.
Details
In order to help with troubleshooting SmartGrid filter issues, a new system setting has been added:
Name |
Description |
Disable Initial SmartGrid View Filters in Design Mode |
Enabling this setting disables filters in SmartGrid views when initially loading the view in Design Mode. Clicking Run Filter under the View Filters menu after the initial load will apply any filters in that view normally. This setting only affects SmartGrid views in Design Mode. |
This setting will help to troubleshoot filters when the filter needs to be edited but it cannot because the view will not finish loading. If this setting is set to True and design Mode is enabled, the view will not load the filter upon first opening, and the view can then be edited to resolve the problem.
Employee Employment History Feed Change
Functionality
This enhancement allows the Employee Employment History Feed to default to delta changes instead of kill-and-fill.
Details
The Employee Employment History Feed (EEH) has long been kill-and-fill, meaning that any existing data is erased and replaced with the new data in the feed. This meant that the entire history had to be sent each time the EEH was updated.
In the 23.07 update of PeopleFluent Talent Management, the EEH feed now defaults to a delta, which keeps the existing data and adds the new data to it.
The EEH feed now supports an optional ClearCollection parameter. If the new parameter is passed as false, or if it is omitted, the application will keep the existing data and apply any changes and additions in the new data:
<EmploymentHistory ClearCollection="false">
or
<EmploymentHistory>
To keep the kill-and-fill behavior, you must pass the parameter as true like this:
<EmploymentHistory ClearCollection="true">
Related System Setting Change
As part of this enhancement, an existing system setting has a new option available.
The Employee Employment History API Position Matching Attributes setting uses attributes to denote the fields that the application uses to determine if a position in the feed matches a position in the existing data.
Clients can now use Manager as a matching criteria in this setting to track manager changes. So if the only difference in the feed is a different manager, the application will consider that as a new employment instance and create a new position with the new manager.
List Grids Converted to SmartGrids
Functionality
This enhancement converts several list grids into SmartGrids so that clients can save multiple views.
Details
In PeopleFluent Talent Management, there are list grids and there are SmartGrids. Both are customizable grid structures designed to display data, but SmartGrids have more features and users can save multiple SmartGrid views for later use.
In this update, the following list grids have been converted to SmartGrids:
Area |
Menu Navigation Path to Grid |
Salary and Incentive Plan Setup |
|
Reward Cycle Configurations |
|
Performance Management Plans Grid |
|
Workflow Process Management Grid |
|
Ad Hoc Reports Grid |
|
Performance Plan Delegation Options |
|
Workflow Process Auto-Initiation Grid |
|
Data File Processing Grid |
|
Performance Data Maps Grid |
|
Upon upgrading, the old list grid view will be the default view of the new SmartGrid, and new views can be saved. Any changes to column labels will carry over to the new SmartGrid, and visibility settings should remain the same.
New Data Processing Scripting Methods
Functionality
This enhancement adds new Object Finder Functions to the Talent Management Script Engine.
Details
In this update, we have added the following two object finder functions to the Talent Management Script Engine:
Function Name | Description |
Participants. findbyPlanAndEmployee(String performancePlanSSRK, String PersonSSRK) | Finds the Participant object corresponding to the supplied performance plan SSRK and Person SSRK. |
Participants. findbyCycleIdAndEmployee (String interimCycleId, String PersonSSRK) | Finds the Participant object corresponding to the supplied InterimCycleId and PersonSSRK. |
This allows scriptwriters to access more than one Performance plan at a time when writing data processing scripts and formulas. The new functions have been added to the Talent Management Script Reference document, available in the application under Site Configuration > Data Tools > Administrative Documents > PeopleFluent TM Script Engine Reference.
There are sample scripts on the Data Processing Scripts page that demonstrate an example of this new functionality. Look for script name findbyPlanAndEmployee and findbyCycleIdAndEmployee.
Data Feeds and APIs
This section describes changes made to data feeds and APIs. For more information on data feeds and flat files, refer to the PeopleFluent Talent Management 23.07 Control Data Guide and the PeopleFluent Talent Management 23.07 Data Mapping Guide.
Changes to Existing Data Feeds and APIs
The PeopleFluent Talent Management API has been updated to v1.36.230700, which is the latest update to the integrations used in all PeopleFluent Talent Management applications.
Data Feeds
The following changes have been made to existing data feeds.
Table: Data Feed Changes in PeopleFluent Talent Management 23.07
Data Feed |
Description |
EmployeeEmploymentHistory (EEH) |
The EmploymentHistory element now supports the ClearCollection attribute. If the ClearCollection attribute is not included, it is considered as False. See the release note Employee Employment History Feed Change for more information. |
APIs
The following changes have been made to existing APIs.
Table: API Changes in PeopleFluent Talent Management 23.07
Data Feed |
Description |
EmployeeEmploymentHistory (EEH) |
The EmploymentHistory element now supports the ClearCollection attribute. If the ClearCollection attribute is not included, it is considered as False. See the release note Employee Employment History Feed Change for more information. |
New Data Feeds and APIs
This update does not include any new data feeds or APIs.
Product Documentation Changes
PeopleFluent has updated the PeopleFluent Talent Management documentation set to reflect enhancements and new features introduced in the 23.07 update.
Additional Documentation Resources
The following additional documentation resources are available:
Documentation |
Description |
Hardware and Software System Requirements | Available on Customer Community. Provides information on workstation requirements, recommended and supported browsers, and supporting third-party applications. |
Online Help | Available in the Talent Management application. Provides help content for administrators and end users. |
Resolved Issues | Available on Customer Community. Provides information about resolved issues addressed in this update. |
Training Manuals and eLearning Modules | Please contact your PeopleFluent representative to schedule training. |
About PeopleFluent
As a market leader in integrated talent management and learning solutions, PeopleFluent helps companies hire, develop, reward, and advance a skilled and motivated workforce. Deployed separately or as a suite, our software spans recruitment, talent mobility, performance, compensation, succession, org charting, and learning—tailored for either large or mid-enterprise organizations. We deliver unmatched functionality and flexibility, recognized by leading analysts, to develop people, drive performance and deliver results.
Our talent solutions unify talent processes within a collaborative experience that enables HR and L&D teams to guide managers and employees with contextual learning—right in the flow of work.
A part of Learning Technologies Group plc (LTG), PeopleFluent provides world-class service and an unparalleled ecosystem of partners to optimize employee experience, employer brand, and business results.
For more, visit peoplefluent.com
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