What's New in symplr Performance

symplr is dedicated to delivering valuable new features to our solutions as quickly as possible, helping our customers be more productive than ever.

Want to know what we've been up to? Check out the release notes below to learn more about the improvements we've recently delivered. Each link below lists the enhancements delivered in the shown release period. Additional information about features can be found throughout this online help system.

Resolved

  • Development Goals. The Development Goals PDF export file contained several formatting issues that prevented the proper display of information, such as text overlap and cutoffs. [1098482, Cases 01769392, 01921222]

  • Schedules. HTML tags were displaying on the schedule assignment status page. Exception messages now render correctly without showing HTML elements. [1148554]

  • Appraisal Status reporting. Some completed checklist appraisals were incorrectly displayed as outstanding. [1175045, Case 01918705, 01918878]

  • Appraisal permissions. Users with proper permissions were receiving an insufficient permissions error when attempting to view self and multi-rater appraisal PDFs. [1178259, Case 01900668]

  • Compensation merit worksheets. Merit worksheets exported to Excel were not displaying proper values for Merit Percent, New Hourly Salary, and Lump Sum Percent columns. [1227312, Case 01948364]

  • Compensation permissions. Managers were unable to access compensation worksheets they should be able to view based on permissions. [1212654, Case 01943630]

Updated

  • Compensation. A warning message has been added to compensation worksheet to notify users that they must select all employees before sending for approval. [1034733]

Resolved

  • Job Description titles. The HTML code for ampersand (&) was displaying in the title when viewing a job description. [1105770, Cases 01841503, 01885339, 01898611]

  • Reports. HTML code was displaying in the Question field on the Appraisal and Goal Status report. [1150364]

  • Development Goal employee lookup. The employee lookup page for Development Goals was erroring out and not returning results as expected. [1157416, Case 1899482]

  • Employee search. The Employee Search field was not returning inactive employees as expected. [1158318, Case 1905268]

  • Language check. The Language Check feature for appraisals was not working as expected. [1160579, Case 1906917]

Updated

  • File scanning. All uploaded files are now scanned for viruses and malware before being saved to databases. This improves the overall security of symplr Performance. [1073652]

Resolved

  • Job Descriptions. There was an issue with the interface when working with job descriptions. [1119638, Case 01855042]

  • Goals. The Select All option when distributing Goals was not properly adding selected employees, and individual employees could not be unselected. [1150370, Case 01849256]

Updated

  • Self Appraisals. Employees are now able to upload documents to self-appraisals! Uploaded documents are viewable by managers and other routing users during the appraisal process. This allows employees to include supporting documentation to their self reviews.

    There is no limit to the number of documents employees can upload to the self-appraisal. Once submitted, documents cannot be removed from the appraisal. [1049151]

  • System security. Autocomplete has been disabled for sensitive information fields (such as Username and Security Questions). This helps improve overall system security and protection of user information. [999477]

Resolved

  • Email links. Users were receiving privacy errors in browsers when clicking tracking links in emails received from symplr Performance. [876420, Case 1182205]

  • Reports. Timeouts were occurring when attempting to export large amounts of data within custom reports. The timeout period has been extended to help prevent errors. [1086501, Case 1691968]

  • Document uploads. Errors were occurring when users attempted to upload documents to their profile. [1136852, Case 1879086]

Resolved

  • Compensation. An error was occurring when attempting to open a Compensation worksheet. [1115369, Case 1874054]

  • Job Descriptions. Managers were unable to download a PDF of job descriptions. [1116115, Case 1875098]

  • Job Descriptions. No selectable options were appearing in the Facilities, Departments, and Positions filters. [1116153, Cases 01874547, 01874484]

Resolved

  • Job Descriptions. Large amounts of text entered into Template Weight fields was not properly displaying in the table view. [1051286, Cases 01822554, 01603384, 01679469]

Resolved

  • Adding users. An error was occurring when attempting to include a Birth Date when manually adding a new user. [323958]

  • Appraisal tasks. Appraisal tasks automatically assigned via schedules were being assigned to employees that were no longer active members of the group. [966405, Case 1747006]

  • Job Descriptions. The Source Code pop-up wasn't displaying as expected when adding elements to job descriptions. [1052584, Case 1825392]

Resolved

  • Single Sign On. Users were having difficulty accessing symplr Performance using single sign on. This fix improves the reliability of accessing Performance via the bypass URL, ensuring a smoother user experience and consistent access. [1059673, Case 1808330]

    Users can append &sso=false to access Performance through the bypass method.

Resolved

  • Reports. Reports were timing out when processing large amounts of data. The system now provides additional time for larger reports to finish compiling. [Cases 01753230, 01738457]

Resolved

  • Compensation. Users were unable to export compensation worksheets to Excel. [896388, Case 1692771]

  • Feedback tasks. Feedback tasks were not routing to the expected manager when a manager override was in place. [975416, Case 1748523]

Updated

  • Primary Position. A Primary Position can now be determined for employees that are assigned to multiple positions at your organization. This helps ensure appraisal and task assignments are made for the correct position for employees.

    The Primary Position for an employee can be set manually for individual employees, or in bulk using the feed file by including a new IsPrimaryPosition column (with values of Y or N as needed).

Updated

  • User Menu. The User Menu in the navigation bar received some minor updates. These are cosmetic only and do not change any functionality. [715097]

    • The User Menu is now accessed via a new Persona Coin. This coin displays the user's initials or profile image instead of their username.

    • This new coin has moved to the right of the Help menu.

Resolved

  • Reports. There was a gap between End Date and Start Date filters that resulted in days being omitted from report data. [762906]

  • Personal Info. An employee's Middle Name was not displaying on their Personal Info page as expected. [810445, Case 1576346]

  • Tasks. Feedback tasks were not being reassigned to an employee's new manager as expected. [811391, Cases 01593213, 01607728, 01607348, 01640151]

  • Job Descriptions. The formatting and editing toolbar that displays when making changes to a section of a job description was displaying multiple times in a single session. [850052, Case 1596344]

Resolved

  • Checklists. The Summary page was not displaying selections after saving a Checklist schedule. [639611, Case 1401083]

  • Employee Search. Employees were not appearing in searches as expected due to an issue with indexing after changes were made to Departments in feeds. [779791, Cases 01523236, 01579169, 01597777]

Resolved

  • Appraisals. The shortcut to create goals for the next year was not displaying in appraisals. [576559; Case 1375195]

  • Feeds. When processing People Group feeds where the position code in the database did not match the position code in the feed file due to an uppercase/lowercase difference, the position code would not be processed and people would not be added to the group. [752716; Case 1516994]

Resolved

  • Tasks. License Renewal tasks were created incorrectly when the employee's license record was either inactive or deleted. [610622; Case 1245696]

  • Tasks. Goal Check-In tasks were created incorrectly for deactivated users. [727465; Case 1495162]

  • Job Descriptions. Some sections of a Job Description were not displaying in the Print/Preview view or when reviewing the Job Description. [748597; Case 1467521]

Resolved

  • Goals. Managers were unable to sign off on their employee's Developmental goals if HTML code was entered in the manager evaluation comments. [620862; Cases 01413673, 01487653]

  • Goals. Specific HTML content was causing display issues when attempting to view Performance goals. [723093; Case 01444981]

Enhancements

The enhancements listed below may be controlled by system-wide permission settings. All users may not have access to the functionality as described.

  • Interface update. symplr Performance has received an interface update! This new look-and-feel not only delivers a refreshed and complementary color palette, but also provides improved readability, consistent fonts, and iconography that clearly represents available actions and/or statuses. (Ref# 556298)