Release Updates

With this release, we have enhanced the Template Snapshot capability in both Planning Control Panel (PCP) and the Cloud Scheduler. These updates simplify snapshot management, reduce administrative overhead, and improve overall efficiency.

Planning Control Panel: Bulk Delete

Snapshot management in the Planning Control Panel now supports bulk operations, allowing administrators to delete multiple snapshots at once quickly.

Key Benefits:

• Save time by deleting multiple snapshots simultaneously.

• Maintain clean and organized snapshot storage across cycles.

• Ensure transparency with deleted snapshot details captured in Application Audit.

  

How to Bulk Delete Snapshots

1. Navigate to the Planning Control Panel.

2. Select Scenario, Budget Entity, and a template.

3. Click the Snapshot icon to open the Snapshot dialog.

4. In the Saved tab, use the Select All option or only select the snapshots you want to delete.

   

   
   

5. Click Delete.

   Note:

   The most recent restorable snapshot cannot be deleted. It will remain available until a new snapshot is created, which then replaces it as the latest snapshot.

   

   
   

6. Review the confirmation prompt, and proceed.

Cloud Scheduler: Automatic Snapshot Management

Scheduled snapshot jobs now run seamlessly, even when the snapshot storage limit is reached. The system automatically deletes the oldest snapshot and saves the newly created one.

Key Benefits:

• Prevents scheduled jobs from failing when the snapshot limit is reached.

• Automatically manages snapshot lifecycle by replacing the oldest snapshot with the latest one.

• Provides complete auditability by logging details of deleted snapshots in Application Audit.

To learn more about scheduling a Template Snapshot in Cloud Scheduler, click here.

With this release, Workforce Pro introduces an enhancement to the employee transfer action. The employee records are now seamlessly maintained across Transfer-Out and Transfer-In. At the time of transfer, the employee’s number is retained and remains the same for the new position, ensuring consistency in records. To learn more about the Transfer action, click here.

Note:

Key employee-level properties such as Employee Number, Name, and Hire Date are synchronized across Transfer-Out and Transfer-In positions. Any update made to one profile is automatically reflected in the corresponding Transfer-Out record. The system will then mark the process status as Not Processed, requiring reprocessing to proceed.

Let's understand this with an example: Consider an employee, Jones Arthur, with:

• Employee Number: 4975

• Hire Date: 20/09/2009

When the transfer action is applied:

• The Employee Number remains unchanged (4975).
  
  

• If the Employee Number, Name, or Hire Date is updated in the Transfer-In profile, the same changes are automatically reflected in the Transfer-Out profile, and the status is marked as Not Processed.
  

Important Note

You cannot transfer an employee back to a previous Home Budget Entity (HBE) using the same position. A different position must be used to perform this action.

With this release, Workforce Pro now offers expanded visibility when performing Transfer and Promotion actions by displaying Lineage and Position Status directly within the employee profile view.

Key Enhancements

• Lineage and Status Indicators in Position Profile
  The Expand/Collapse Lineage option and status labels are now available within the employee profile after performing actions, ensuring decision-makers have complete visibility when reviewing or updating employee positions.
  
  

• Clear Position Differentiation
  When viewing a position without expanding the lineage, users can see the status label of the position (e.g., Active or Inactive). The current position details, such as promotion type, schedule date, and previous salary.
  
  

• Historical Movement Tracking
  Users can expand or collapse the lineage to view the historical movement of positions, including promotions, transfer-ins, and transfer-outs, providing improved context.
  Example: The following image shows a user’s promotion history, highlighting the active position.
  
  
  For the source profile, the status is displayed as Inactive Position with its lineage as illustrated in the image below.