This release continues to expand and carry out JOOPY's Drive-to-Results approach and now with version 9.75 and 9.76 with module Innovations in the product "JOOPY INCENT" in personal information, scales, downloading documents from the system, improvements to the employee screen, user permissions, Data-loading , plans screen, UI corrections, transaction manipulation.

Innovations in the "JOOPY AGREEMENTS" product, agreement details and much more. Also, new enhancement capabilities for the user that will enable a faster, more dynamic environment and improve control.

 

 

 

JOOPY INCENT

What's new?🚀

 

Personal Information (Version 9.75)

• Added entry in the menu with the option to edit user information.
• The screen also includes options for changing a password, setting a signature to use in the system and setting a default language when entering the system.
• Added a phone number field.

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Scales (Version 9.76)

• Added an option to copy a specific scale to another open period.

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Adding fields dynamically (Version 9.76)

• Columns can be added dynamically to the screens: employees, goal sheet, profit statement through the administrator (directly in the DB).
• Saving the location by 'save state'.

 

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Displaying employees in the system (Version 9.76)

• It is possible to define which employees each administrator will see, based on USER EXIT.

 

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Downloading documents from the system - exporting to Excel and PDF (Version 9.76)

• Added the option to cancel downloading files from the system in order to maintain information security.
• In case that relevant parameters are defined - the buttons of export to Excel and PDF will not be displayed.
• – subject to license –

 

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Calculation for several periods (Version 9.76)

• Running a calculation on several periods through one calculation can be accessed in the processes screen.

 

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Improvements⭐

 

"Login as" screen (Version 9.75) 

• Added search by user name / department name / position.

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Case Management (Version 9.75)

• Added a parameter to determine the number of disputes displayed in the selected range.

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Employee screen (Version 9.75)

• The conversion of employee attribute from string type to date was fixed .
• In the Edit Employee card, you can save a mode for displaying employee attributes.

 

Employee screen (Version 9.76)

• When adding / loading a deleted class, the original class code is returned.
• In multiple export to Excel, a reference to screen filters has been added.

 

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Messages (Version 9.75)

• Added the option to filter the displayed messages by date range, using the organizational parameter, if not checked - the default is 7 days.
• A column of the effective date of the message has been added.
• By selecting a certain department, all messages to employees under that department are displayed.

 

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User Permissions (Version 9.75)

• Added an option to activate an activity by name or description.

User Permissions (Version 9.76)

• When logging into the system, user information is displayed on a read-only screen.
• Improved response times when bringing up the user permissions screen.
• Added an option to export to multiple Excel of all users (on all pages, not just the current page).

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Loading Data (Version 9.75)

It is possible to load for several periods, if we change the original period - pay attention to the following points:

• Do not check missing employees in non-original periods.
• Always add and never replace employee data.

 

Loading Data (Version 9.76)

• When changing a loading file, an option to open a window where you can enter a comment has been added. The comment is displayed in the log window.

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System rule (Version 9.76)

• Redesign of the bottom banner that displays the current version of the system.

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Plans (Version 9.76)

• Until this version, it was possible to edit group-level parameters only on the main screen, and from now on, the option to manage parameters for groups is provided from the parameters screen.

 

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Tables (Version 9.76)

• If a column with a list of values ​​(LOV) is defined and "LOV type" is also marked, a new value can be added to the table.

• In the table, if you write a value that does not exist, it can be added and saved, but it is not added to the list.

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Dynamic Groups (Version 9.76)

• Improving the boarding times of the departments.

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Logo (Version 9.76)

• Adding recommendations for uploading a file.

• Improving the display: white background, image relative to the area.

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Main Menu (Version 9.76)

We have added flexibility to display the menu entries and decide what is displayed in it according to permissions and activities:

• Displaying the "Login as" screen (Allow Act As).
• Displaying user information (Allow edit user info).
• Displaying a tutorial/help screen (Display help link).
• Displaying a support screen (Allow support link).
• Displaying an automatic save screen (Allow save automatic link).

 

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Operational User (Version 9.76)

• An option has been added in the "Account Information" screen to define an operational user for various operations in the system such as loading, promoting automatic work processes and more.

• On this screen you can select a defined user and change the password.

 

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Advanced Periodic Approval (Version 9.76)

• When performing an action (locking/unlocking/quick approval) the number of employees will be displayed in the message.

• When performing one of the operations, a progress window is displayed.

 

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Fixes🔧

 

User Permissions (Version 9.75)

• Fixed the option to export the information to a multiple Excel file after selecting the desired department (by filtering departments).
• When clicking to mark another default role - an error appeared.

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Target sheet and profit statement (Version 9.75)

• If all the tabs of the PDF template are empty, no file will be created and no error will be displayed.
• When downloading files as ZIP, a message will be displayed if only employees without files have been marked.

 

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Homepage (Version 9.75)

• As a manager on the home page that was in English "Manager view" and "Employee view" - a Hebrew translation was added.

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Loading Data (Version 9.75)

• Fixed loading if no value was entered in a column of type number.
• Fixed loading of numeric data defined in string type column.

 

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Username (Version 9.75)

• Displaying the direction of the name according to the language of the interface (Hebrew, other).

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Scala (Version 9.75)

• When entering the cell, rounding was performed to the entered value (for example, 9.99 was entered when entering the cell, 10.00 was displayed).
• When saving a last step defined as UNLIMITED, the row was not sent to save.
• Scale identification number added.

• Added option to select default scale (similar to other values).

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Employee screen (Version 9.75)

• When saving permissions to view and edit an employee attribute in predefined fields by role, you can save only if roles are selected.
• Fixed a case where an employee attribute with a penny in the value was saved with quotes.
• Moving a department, changing the order of the buttons in the window.

Employee screen (Version 9.76)

• It was handled that during the locked period, the employee's card can be opened for reading only.
• In cases where there is no permission to add + edit an employee - the "Save" and "Delete changes" buttons have been removed.

• In the event that permission was given to delete an employee and manage employees only - it was not possible to perform a deletion.
• When creating a department and adding an employee through a card (without refreshing the screen) - an empty card opens.

 

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Reports (Version 9.75)

• Displaying the date selection panel properly, before it appeared cut on the side of the window.

• Displaying the data export panel properly.

 

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Messages (Version 9.75)

• Fix saving files in profile message.
• Correction of saving Excel and PDF files in all types of messages.

Messages (Version 9.76)

• Correction of display of expiration dates for public notice.

 

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Data Elements (Version 9.75)

• Option to close a window with the X in the column definition screen in a multiple type index.

 

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Information component (version 9.76)

• It is not possible to delete a column in an index that is used in a filter.

• In the filter, a ToolTip is added to the selected value.

• When clicking on the LOV panel to view the values, an error message appeared in the FreeSql type.
• When saving an index without a category, a white error appeared.
• Adding a column showed a white error.
• In the filter, an error appeared when selecting an existing template.

 

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Case Management (Version 9.75)

• Correction of date format for the display of disputes.
• Option to close a window with the X on the status setting screen.

 

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UI fixes (Version 9.75)

• After filtering a data element, the selected element will be marked - processed.
• In Hebrew, the direction of arrows was handled in the search for employees/departments.

• In Hebrew, the position of the arrow in the triggers screen.

UI fixes (Version 9.76)

• Fix CSV loading screen log design.
• Increasing the field of an email for sending a salary file.
• Fixed scaling screen design when configured with the wizard.
• Correcting the location of the process - when displaying active processes, the process was displayed in the middle of the screen.
• In the screen for placing transaction fields, some of the arrows have been removed and the direction has been designed according to the interface language.

 

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Transaction Manipulation (version 9.76)

• Added an option to filter employee attributes added to the index.

 

• The actions "copying records" and "duplicating records" - were not performed when the index was of filter type.

 

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Advanced Periodic Approval (Version 9.76)

• It was possible to lock/unlock/promote a large number of employees.
• By checking "Select all" the action will be performed on all the marked employees, on all pages.

 

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JOOPY AGREEMENTS

 

Appendix Details (Version 9.75)

• Date range settings for creating an appendix - options up to the year 2099.
• Copying an attachment from a selected version and not from a maximum version.
• Fixed "Copy from" screen so that the buttons are below the table.
• Creating a dedicated label for "Agreement Notes" in the "Copy from" screen.
• Fixed an error when entering the change history screen.
• The saving of scales in the settings screen has been handled.

 

• Handled the creation of an attachment, that if no attachment type exists (in an agreement defined without attachments) the selection of the attachment type will be read-only.

 

Appendix Details (Version 9.76)

• Correction of the display of the attachment details according to the version of the selected attachment.
• If there is an error in saving a frame, the buttons "Save changes", "Save and start work process", "Save and return to the previous", "Save and go to the next" buttons remain active.

 

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Edit attachment attributes (Version 9.76)

• If a date-type attachment attribute is defined - the defined date was not displayed in the panel for editing the data.

 

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Agreement Details (Version 9.75)

• Date range definitions for the agreement - options up to the year 2099.
• Added filter for attachment number.

 

• Added a TOOLTIP to the change history button and also "new value" on the screen itself.

 

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Wording workflows (Version 9.75)

• Field expansion in workflow name definitions.

 

• Adding the option of copying wording content to another document using the button -
• The content must be copied and pasted on the screen in a desired file.

 

• Wording settings at the tab level what to display in the appendix.

 

• Option to select the signature page (full or abbreviated) at the level of the type of attachment and type of attachment changes.

 

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Desktop (Version 9.75)

• Added option to promote multiple process.
• You can promote records from the same workflow template and at the same stage.

 

Desktop (Version 9.76)

• Canceled processes were not shown - fixed.
• In the event that an agreement/addendum is created that has not yet been introduced in the work process, the link to display the response screen has been cancelled.