JOOPY June 2023 Release Notes (9.69)

This release continues to expand and execute JOOPY's Drive-to-Results approach with a new innovations module such as New JOOPY login, Mobile, New module - "Workflow", Goal sheet, Employee type, Dashboard reports , Profiles, and much more. Also, new improve capabilities for the power-user that will enable a faster environment, more dynamic, and enhance control. 



New Login Page 

  • In the new login screen, it is required to enter the organization number the first time. The organization number is the tenant number, by default. It is possible and recommended to change several settings through the "Account information" screen:
  • Company codes (a few digits or letters are given, it is not mandatory to have the tenant number).
  • Upload the organization’s logo.
  • Upload the login image for the main login screen.

  • In the new login screen connected to an organization number for the first time - the organization number is the default tenant number. It is possible and recommended to change several settings through the "Account Details" screen:
  1. Customer identification (a few digits or letters are optional, which will be the tenant's number) or uploading a logo.
  2. Uploading an image to the forms screen.


Home Page

  • An activity has been added to display the menu on the home screen. The activity “Display home page header navigation” must be updated for each desired role.



User Permissions 

  • Added the option to set User Attributes and to define categories. The user can add attributes to those categories. 



Permissions Between Periods 

  • In case that a change was made to an employee's permissions, so that in a certain period he is a manager and in others he is not. When displaying an organizational structure during the period in which it is defined as an employee, a message will be displayed to switch to employee mode.





  • The simulation option was added for multiple data elements.


  • Data Element - In all types of data elements, an option has been added to mark whether it is possible to perform a simulation on the index in the application. Default is checked.



New module - "Workflow"

  • An option was added for a new module named: "Workflow".


Data Elements – Filters

  • Up to 3 filters per data element were added.
  • Create “Templates” that can be reused in other filters for the same “Base” element.



Create a Template:

  • Select “Define as template”, enter template name, and click save filter.



Change Selected Template:

  • Select the template from the list, the condition section will show the available templates.



Edit a Template:

  • Click on the lock.   
  • Edit template name / condition.
  • Save filter.



Unlink Template:

  • Click on the switcher -    
  • Click ok on the message “you are going to disconnect from the template.”
  • Edit filter conditions.
  • Save filter.


Goal Sheets

  • Goal Sheets added in Home links.
  • Goal Sheet Main Screen.
  • Buttons locations changed.
  • “Mass download” option added – it will download all the selected employees’ Goal Sheet documents into a single zip file.
  • Activities: Added new role´s base activities to allow users to approve / reject response in workflow.



Resend Email

  • Added the option of resend email to the last response made, the button will be displayed if the activity is defined (Allow resend goal sheet mail).
  • The button is active only when at least one row is selected.
  • The text “Resend mail” will be added to the subject of the e-mail that will be sent.



Emails Definitions 

  • Added selection of font type and size.
  • Added tags: first name and last name (from user settings), comments made in response.



Transaction Manipulation 

  • Search for “Data Elements” option added.



  • Duplicate transaction manipulation data.
  • Delete transaction manipulation.

Note: it will be required to clear the SAVE STATE before using the new options.

  • For an open period, the “Duplicate” and “Delete” buttons were added for each row as shown in the image below:
  • Required Activities:

- Delete transaction manipulation.

- Duplicate transaction manipulation.


  • When adding a new record - the default values will be entered.



Data Elements

  • Save option added at the bottom of the screen.
  • Buttons order was changed in various components: Base, Filter, Manual & Union.






Process – Process History

On Completed Processes – the user name and not “OTHER USER” is displayed.



Workflow Configuration 

The screen has been redesigned:

  • The editing of a step is done in the record itself, the text has been updated and the "new step" option is displayed.


It is possible to upload documents in two ways:

  • Attach them to the response email.
  • Attach them to the generated PDF document.


New Response Screen 

Multiple response:


Single employee response:

  • Document link


  • Full document




An option to associate comments to an employee has been added. When there is a comment, the icon will be colored and will show the number of comments. To note, the comments also appear on the "Territory assignment" screen.



Categories definition on the employee's screen

  • An option to manage categories - color and position - has been added, so that each attribute / predefined attribute can be associated with a specific category.
  • In the add/edit employee screen you can see different colors for each category.




Card view

  • When editing the employee data, a screen will open in a new view (like creating an employee in the card view).
  • It will display the attributes according to the selected employee type.


  • Adding a predefined field named: status. (Is the employee active).


If it is marked in red - it means it is not active.

You can change directly on the table as well as at the top of the card.



Advanced Cycle Approval 

New Screen:

  • The workflow will be implemented in a future version.
  • Purpose - approval of an employee's incentive for a specific plan.
  • Locking the employee to a certain plan. When locked, no calculations will be made for that employee in that plan.


  • Enables locking a calculation for an employee for a specific plan and creating a work process to approve the incentives for the employee for that plan.
  • The employee's lock status will appear on the incentives screen.
  • In case of locking - no calculation will be made for the employee for that plan.
  •  There is an option for quick approval or, alternatively, the use of a full work process in a dedicated desktop screen - according permissions.

  • The list of plans will be displayed according to the corresponding parameter on the plans screen.




  • Possibility of choosing several work processes.



  • New design - including the option to choose a color.
  • Permissions option added for the PDE (Plan Data Element) screen.
  • “Allow in cycle approval” option added - To define whether the plan will be displayed on the “Advanced Cycle Approval” screen.



Periodic Calculation

  • During the period when the plan is not calculated, a red circle will be displayed.


  • During the period in which the plan will be calculated - a green circle will be displayed - for the purpose of calculating the plan, you can delete settings or at least mark the option "calculate in each period".



Work Process For a Simulation Plan

Goal - opening a simulation plan and turning it into a production program in an orderly approval process (work process).                                                                    



Workflow definitions:

• In order to create a simulation plan, it is necessary to define a process and associate it with a "work process for creating a production plan" in the end, the simulation plan based on its settings will become a production plan.

• If a "work process to create a simulation" is defined only after the approval of this process, which means whether it is permissible to work on a simulation plan, the approval process for production will be defined.

• Additional details must be made in accordance with the work processes document

• A template for creating a PDF file must be defined for each process. Details can be seen in the work processes document.

Selection of work processes

• Processes can be associated from the list of defined processes.

Work process to create a simulation.

If defined, when clicking on a simulation plan:

1. Open a simulation plan.

2. The part of the formula definitions will not be open for editing.

3. The confirmation response screen will open (including the generated PDF file). It is mandatory that the user appears in the first step of the process.

4. The plan screen will show the status of the process, its number and a link to the comments screen.


5. At the end of the approval of this whole process - a "work process for creating a production plan" will automatically be created.

Work process to create a production plan.

This process applies in two cases:

• Upon the completion of the approval process for creating a simulation, as defined, it will be automatically triggered.

• If no work process has been defined for the creation of a simulation, upon clicking on a simulation plan, an immediate initiation of the "process for creating a production plan" will take place.                                                       

After the occurrence of one of the cases described above:

1. You will open a simulation plan, an add-on and a "work process for creating a simulation" has not been defined.

2. On the screen of the plan, the status of the add-on is "under construction", a number of actions and the "Process spelling" button will appear.



Incentives Screen

Download to Excel - changes icon when the download is in progress.

  • If incentives have been corrected, after calculation - the cell will be colored on the screen, according to the color defined on the plans screen. 



 Detect lock status on incentives screen:  

  • A lock icon was added to identify the lock status of the incentive calculation at the plan/employee level.
  • At the employee level, it will be possible to see who is locked.
  • At the plan level:
  • If all employees in the plan are locked, a red lock will appear.
  • If some employees are locked, an orange lock will appear.
  • After locking, an approval workflow will be requested. (Full workflow or abbreviated process, which will include employee locking and quick approval).


Settings screen will contain: 

  • Definition of which employee’s attributes   will appear on the main screen.
  • Definition of workflows.
  • Selection of full and/or abbreviated workflow process.



Showing columns:

You can control the display of the incentives (T9 fields) by granting permissions to the field.

At this stage - the four permanent fields are displayed (commission, target, attainment percentage, performance).


Password Reset 

  •  According to an organizational parameter (RESET_PASSWORD_IN_EMAIL_BY) it is possible to define whether the password will be displayed in the email as before or a link to a password reset screen will be displayed that will be valid for 15 minutes (time can be changed in a dedicated organizational parameter (RESET_PASSWORD_LINK_DURATION).
  • The email has been designed (its content can be edited using labels 5620,5621).


  • After a password reset request by the user, a "login to the system" button was added to the window.

  • After changing the password, a "login to the system" button was added.


Dashboard Reports 

Creating a new type of indicator based on a Free SQL report.

  • In the report menu, select the type: "Double Y chart based on a custom report".
  • In the report features, select the desired report, select a category (X axis) and the first series (Y axis) - you can select additional series and design a view.
  • If you are editing the customized report, it is recommended to re-edit the columns and verify the dashboard graph settings.





  • In the dispute management screen - permissions have been added to the dispute type.


  •  The email content when editing/creating a dispute has been redesigned, translated (labels 5625,5626) and the description can also be displayed.


The screen for adding a dispute / editing a dispute has been redesigned:

  • Screen for creating a dispute and editing it in a uniform structure.
  • The description entered in a previous response is displayed.
  • In its lower part - if defined and according to the permissions - the fields that can be edited for the incentives will appear.
  • Must report status.


Dispute management: 

  • From this version, it was possible to define statuses and grant permissions to each status and the order in which they appear in the dispute window.

If in dispute manual corrections of incentives were defined and their status was defined as "approved" - the corrections will be reflected in the calculation (subject to what is defined in the formula).



  • When deleting all responses on the same dispute - the manual value entered will also be deleted.
  • When editing a dispute, subject to permissions and settings, the incentive adjustment table will appear.
  • In the lower part - a tab was added: "Incentive correction" which includes the details of the corrections.


  • A filter was added for disputes according to statuses.



Reporting Attendance Hours And Confirming Them 

  • The process: the employee will report his working hours (additional designated fields can be defined - for example station name and position) and after finishing the reports, he will define that he has "finished the process" and then the screen will be locked for him for further updates.
  • The process will be approved by the manager.
  • A manager can report on behalf of the employee and of course confirm the hours, subject to permissions.
  • When "confirming the hours" - the screen is also locked for the manager.
  • Depending on the permissions, there is an option to reopen for approval or reporting.

Two screens were defined:

  • Hour’s entry screen.
  • Hour’s confirmation screen.

Flexibility in settings:

  • Different validations can be defined after reporting / confirmation as well as define their severity.
  • Define the list of employees that will be displayed (default according to the organizational structure).


An example of a report screen

An example of a confirmation screen


Profile Messages 

  • Messages can be displayed according to the profile (also suitable for cases where you work with a departmental entity and do not work).





When transferring an employee to another department -

  • If defined as an employee - the department will be updated and defined as not seeing other employees.
  • If defined as an administrator - the department will be updated only if the new department is in a different branch in the hierarchical tree.
  • If two users are defined, one as an employee and the other as a manager - when changing the employee to a manager.


Number Of Users For The Same Employee

From this version, it is possible to define a number of users for the same employee in order to double the work of the same employee.

For this purpose, an organizational parameter must be defined. (ALLOW_EMPLOYEE_MULTI_USERS = Y).


  • When selecting an employee, a message warning of duplication will be displayed.


  • When editing user details from the employee screen, you will be required to select the relevant user for editing.




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