ELECTIVE RELEASE NOTES
Summer 20
R5, R6, R7, R8
2
Summer 20 R8 2 July 2020 3 Required Actions/Known Issues 4 Packages Changed in R8 5 Beta Packages Changed in R8 6 New Early Adopter (EA) Packages in R8 7 Packages or Apps Unchanged in R8 8 Customer bugs fixed in R8 9 Features in R8 10
Summer 20 R7 29 May 2020 13 Required Actions/Known Issues 14 Packages Changed in R7 15 New General Availability Packages in R7 16 Beta Packages Unchanged in R7 17 Packages or Apps Unchanged in R7 18 Customer bugs fixed in R7 19 Features in R7 20
Summer 20 R6 17 April 2020 23 Required Actions/Known Issues 24 Packages Changed in R6 25 Beta Packages Changed in R6 26 Beta Packages Unchanged in R6 27 Packages or Apps Unchanged in R6 28 Customer bugs fixed in R6 29 Features in R6 30
Summer 20 R5 19th March 2020 31 Required Actions/Known Issues 32 Packages Changed in R5 33 Beta Packages Changed in R5 34 New Feature Pilots R5 35 Beta Packages Unchanged in R5 36 Packages or Apps Unchanged in R5 37 Customer bugs fixed in R5 38 Features in R5 39
3
Summer 20 R8 2 July 2020
The R8 Release completes Summer 20 and together with R5, R6, and R7 comprises the Summer 20 Mandatory Release. You can find full descriptions of the features delivered by Summer 20 in the Summer 20 Release Notes:
https://www.sagepeople.com/support/guide/summer-20-release-notes/
Summer 20 R8
4
Required Actions/Known Issues
Package Area Action/Known Issues When Why/Work Around
ALL Translations Sage People terminology is translated immediately following package release when the English source has been finalized. You may notice a delay in availability of translated content for recently added features. Translations for all languages are prepared and released in parallel.
SF Spring'20 release
Google Chrome Browser Release in February 2020 Changed SameSite Cookie Behavior and can break Salesforce Integrations. 3rd Party links from our Product: Cookies need to be changed by the owner of the cookie so if an IC is calling out to a 3rd Party site and this is not rendering in WX, then this needs to be addressed by the owner of that site.
17th Feb onwards
https://help.salesforce.com/articleView?id=000351874&language=en_US&mode=1&type=1
HCM Saleforce reporting
Salesforce recommends granting users permission to run a subscribed report as another user: Subscribe to Reports: Set Running User.
Sage People recommends two permission sets: - One for subscription admins - One for subscribers. Key permission is Subscribe to Reports: Set Running User Do not grant subscriber users permission to Set Running User.
U.S.Tax Forms Symmetry Guest User Permission
Symmetry Guest User permissions must be updated to enable users to to submit tax forms.
Summer 20 R8 onwards
Required by Salesforce Security to prevent Guest users performing actions for which they do not have explicit permission.
5
Packages Changed in R8
Package Version Notes
HCM 29.01
Sage People API 3.1 Requires HCM 28.2 or above and Time 28.11 or above
US Tax Forms 2.4
Recruit 29.02
Sage People Compensation Planning
4.03 Latest guide: https://www.sagepeople.com/support/guide/compensation-planning/
Time 29.03 Requires HCM 28.12 or above.
6
Beta Packages Changed in R8
Package Version Notes
Performance Management 4.1 Latest guides: https://www.sagepeople.com/support/guide/performance-talent-management-configuration-guide/ https://www.sagepeople.com/support/guide/performance-talent-management-guide-for-hr-managers/ https://www.sagepeople.com/support/guide/performance-talent-management-guide-for-users/
7
New Early Adopter (EA) Packages in R8
Package/App Area Details
Mobile App Managing own absence, authentication and work details
EA is available for selected customers in Trial Orgs only. Contact your Customer Support Manager for information.
HCM Enhanced Summary Process
EA is available for selected customers in Trial Orgs only. Contact your Customer Support Manager for information.
Performance Management Enhanced Objectives
EA is available for selected customers in Trial Orgs only. Contact your Customer Support Manager for information.
8
Packages or Apps Unchanged in R8
Package Version Notes
Recruit Enterprise 9.5
Dataloader 27.1
Payflow 28.1 Requires HCM 24.3 or above.
US Country Pack 24.6
Resource Manager 28.1 Requires Recruit 22.7 or above Requires HCM 26.9 or above
Auto Enrolment 13.4
Async Reporting 21.1
Mobile - Android 2.0.4
Mobile - iOS 3.0.1
9
Customer bugs fixed in R8
Package Area Summary
Human Capital Management (HCM)
HR Noticeboards C-5958 - HR Notice Nested Bullet Indentations Not Aligning Correctly
Internal Communications
C-4517 - Internal Comm Nested Bullet Indentations Not Aligning Correctly
HR Request C-5797 - Salary Increase Percent Value in HR Request Copies to Salary Increase Field
C-5821 - HR Request errors no longer providing information
Performance Overview
C-5984 - Self Performance Review Picklist Data Deleted when Save Draft
Reward Planning and Recognition
Compensation Planning
C-5963 - Comp Plan - planner boxes disappearing when policy changed
C-5926 - Compensation Planning - Inconsistent Application of Error Message
C-5991 - Inactive employment record displaying info in active Comp Plan
C-5962 - Comp Planning - "null values"/"no rows to show" error
10
Features in R8
Package Area Summary
Sage People API Timesheets APIs to extract timesheet data from Sage People - Beta
Human Capital Management (HCM)
Performance Overview
Adding tasks to a Draft objective
Mobile - Flutter HCM - Add check to help ensure mobile app is originator of requests
People Management Add Configure screen to allow customers to define Request Types
HR Request Type - Configure page. Enhance UI for view and edit/new modes
Top validation message should be removed then error cards are removed
Icon Picker Component
Summary Process Summary process - Testing Only
Make Summary Process EA Ready
WX|BE - Show new Carousel Tile
LWC - Setup Details Configuration Tab
WX|BE - Show new Tile
LWC - Setup Tile Configuration Tab
BE: Create Summary Process Schema
BE: PostInstallScript: Convert legacy summary processes, to "counter" type tiles.
Summary Process: Add feature toggle
Mobile Mobile - Flutter Flutter - Add Firebase telemetry/crashlytics
Flutter - Time Off - Your absences, view and delete EPIC
Performance Management Aligned Objectives Viewing a Group's Enhanced Objectives page
Viewing my Groups in Performance Management
Adding watchers to an Active objective
Creating a Team objective
11
Package Area Summary
Aligning with other objectives
Global setting for Aligned Objectives in Configure
Viewing the watchers of an Active objective
Viewing who an Active/Closed objective is visible to
Searching for watchers to add to an Active objective
Enhanced Objectives Migrate old conversations to new
Activate without saving as Draft
HR Portal - Related lists of Enhanced Objectives
Perf Management Tile information
Objective sorting
PM favicon and page names
Enhance visibility of attachments
Printing objective & conversations
DR with EOs disabled in their policy
Objectives Navigation
Performance Overview page depending on setting
Enhance navigation to work with YOU and TEAM sections - PM side
Enhance navigation to work with YOU and TEAM sections - HCM side
Objectives and Conversations
Activating an objective in bulk - Added as comments under CC
Extra info on objective comment under CC
Manager Dashboard Enhancing Manager Dashboard
Recruit R8 - Sovren API updates
Recruit: Sovern API - Post Install Script
Recruit: Implement new Sovren Rest call
Recruit: add unit tests for Sovren Resume Parsing
12
Package Area Summary
DocuSign Recruit : Docusign password is not masked
Reward Planning and Recognition
Salary and Bonus Miscellaneous
Close Comment window on Submit
UX and Usability Enhancements in Compensation Planning
Sorting: Numbers
Filtering: Suggested amounts and percentages
Planning worksheet - Sorting
Time High Precision Calculator POC
13
Summer 20 R7 29 May 2020
The R7 Release is the third Elective Release contributing to the Summer 20 Mandatory Release.
Summer 20 R7
14
Required Actions/Known Issues
Package Area Action/Known Issues When Why/Work Around
ALL Translations Sage People terminology is translated immediately following package release when the English source has been finalized. You may notice a delay in availability of translated content for recently added features. Translations for all languages are prepared and released in parallel.
SF Spring'20 release
Google Chrome Browser Release in February 2020 Changed SameSite Cookie Behavior and can break Salesforce Integrations. 3rd Party links from our Product: Cookies need to be changed by the owner of the cookie so if an IC is calling out to a 3rd Party site and this is not rendering in WX, then this needs to be addressed by the owner of that site.
17th Feb onwards
https://help.salesforce.com/articleView?id=000351874&language=en_US&mode=1&type=1
HCM Saleforce reporting
Salesforce recommends granting users permission to run a subscribed report as another user: Subscribe to Reports: Set Running User.
Sage People recommends two permission sets: - One for subscription admins - One for subscribers. Key permission is Subscribe to Reports: Set Running User Do not grant subscriber users permission to Set Running User.
Summer 20 R7
15
Packages Changed in R7
Package Version Notes
HCM 28.23
Sage People API 3.0 Requires HCM 28.2 or above and Time 28.11 or above
Time 28.12 Requires HCM 28.12 or above.
Summer 20 R7
16
New General Availability Packages in R7
Package Version Notes
Compensation Planning 4.0 Latest guide: https://www.sagepeople.com/support/guide/compensation-planning/
Summer 20 R7
17
Beta Packages Unchanged in R7
Package Version Notes
Performance Management 2.2
Summer 20 R7
18
Packages or Apps Unchanged in R7
Package Version Notes
Recruit Enterprise 9.5
Dataloader 27.1
Payflow 28.1 Requires HCM 24.3 or above.
US Country Pack 24.6
Resource Manager 28.1 Requires Recruit 22.7 or above Requires HCM 26.9 or above
Recruit 28.1
Auto Enrolment 13.4
Async Reporting 21.1
U.S. Tax Forms 2.2
Mobile - Android 2.0.4
Mobile - iOS 3.0.1
Summer 20 R7
19
Customer bugs fixed in R7
Package Area Summary
Human Capital Management (HCM)
Objectives C-5967 - Objectives Start Dates not aligned with Policy Process Dates in WX
Personal Details C-5866 - DOB on HCM is different to WX DOB
Talent Management C-5869 - Team Talent Plan - Apex CPU Time exceeded error
Absences C-5757 - Incorrect date opening when record absence from calendar
Reward Planning and Recognition
Compensation Planning
C-5963 - Planner tab on setup breaks when you deselect a planner
Time Time Off C-5799 - Annual Leave Accrued during Unpaid Absence
Time Off C-5910 - ‘Divide by 0’ error in Payflow
Time Off C-5706 - Absences not appear in WX Calendar if in same month as Reset Service Anniversary
Summer 20 R7
20
Features in R7
Package Area Summary
Sage People API Absences APIs to extract absence balance data from Sage People - Beta
APIs to extract absence data from Sage People - Beta
Bonus APIs to extract bonus data from Sage People - Beta
Salary APIs to extract salary data from Sage People - Beta
Human Capital Management (HCM)
Einstein Analytics Percentage of Attrition by gender - Show and compare to previous month
Attrition Dashboard: Standardize colour theme across charts
Attrition Dashboard: Change dataflow name
Attrition dashboard: Overview Box 3: Attrition by Job Title
Attrition Dashboard: Overview Box 1: Leavers Ring Chart
Create Tree Map Chart for Attrition Dashboard
EA Attrition dashboard lock-down to HR admin
Add new date periods for last month and 12 months rolling
Mobile - Flutter HCM: Mobile Rest - Make a new request to get the accrual log
HCM - New Connected App for new mobile app
HCM: Mobile REST - Security improvements
People Management Workflow
Validation Fix to the workflow - Rearrange Error Cards
Validation Fix to the workflow - Detail Error Messages
Date Fixes from the Pilot
Summer 20 R7
21
Package Area Summary
Order of HR Requests
Validation Fix to the workflow - Show Simple Validation Error
Remove Effective Date and Rationale from the Hard Coded LWC
Mobile Mobile- Flutter New Mobile - No internet - EA
New Mobile - Actions - EA
New Mobile - Work Details Area - EA
New Mobile - People Area - EA
New Mobile - login/security improvements - EA
Reward Planning and Recognition
Compensation Planning
Top Planner - Display and Search
Planning worksheet - Filtering by Requested
Planning worksheet - Headers and sub-headers
Planning worksheet - Team section
Planning worksheet - Hide/show columns
Summary page - Show Salary Change Reason
Planning worksheet - Reordering columns
Under/Over information at the top
Top planner - Summary page
Top Planner - My view
Planning worksheet - Sticky headers
Planning worksheet - Pinning columns
Top Planner - Select and save
Refresh - Update who should be in the plan
Summer 20 R7
22
Package Area Summary
Time Time Off Default accrual balance batch size to 1 in Time Configuration page
23
Summer 20 R6 17 April 2020
The R6 Release is the second Elective Release contributing to the Summer 20 Mandatory Release.
Summer 20 R6
24
Required Actions/Known Issues
Package Area Action/Known Issues When Why/Work Around
ALL Translations Sage People terminology is translated immediately following package release when the English source has been finalized. You may notice a delay in availability of translated content for recently added features. Translations for all languages are prepared and released in parallel.
SF Spring'20 release
Google Chrome Browser Release in February 2020 Changed SameSite Cookie Behavior and can break Salesforce Integrations. 3rd Party links from our Product: Cookies need to be changed by the owner of the cookie so if an IC is calling out to a 3rd Party site and this is not rendering in WX, then this needs to be addressed by the owner of that site.
17th Feb onwards
https://help.salesforce.com/articleView?id=000351874&language=en_US&mode=1&type=1
HCM Saleforce reporting
Salesforce recommends granting users permission to run a subscribed report as another user: Subscribe to Reports: Set Running User.
Sage People recommends two permission sets: - One for subscription admins - One for subscribers. Key permission is Subscribe to Reports: Set Running User Do not grant subscriber users permission to Set Running User.
Team member sharing
Critical update: Restrict Access to @AuraEnabled Apex methods for authenticated users based on user profile - activated 6/5/2020 The department Extension controller is missing on HR Manager and HR Admin Profile, so when logged in with these profiles "Recalculate Department Group" button is not visible on HR Department page.
R2 going forward
Do not activate this critical update.
Performance Overview
User cannot close an objective from Performance Overview (actions other than Close work as expected).
R6 onwards Workaround: the user can still close the objective from the Objectives page.
Summer 20 R6
25
Packages Changed in R6
Package Version Notes
HCM 28.16
Time 28.10 Requires HCM 28.7 or above.
Summer 20 R6
26
Beta Packages Changed in R6
Package Version Notes
Compensation Planning 3.11 Latest guide: https://www.sagepeople.com/support/guide/compensation-planning/
Summer 20 R6
27
Beta Packages Unchanged in R6
Package Version Notes
Performance Management 2.2
Summer 20 R6
28
Packages or Apps Unchanged in R6
Package Version Notes
Recruit Enterprise 9.5
Dataloader 27.1
Payflow 28.1 Requires HCM 24.3 or above.
US Country Pack 24.6
Sage People API 2.0
Resource Manager 28.1 Requires Recruit 22.7 or above Requires HCM 26.9 or above
Recruit 28.1
Auto Enrolment 13.4
Async Reporting 21.1
U.S. Tax Forms 2.2
Mobile - Android 2.0.4
Mobile - iOS 3.0.1
Summer 20 R6
29
Customer bugs fixed in R6
Package Area Summary
Human Capital Management (HCM)
HR Request C-5884 Include option to define batch size for HR Request apex batch
Reward Planning and Recognition
Compensation Planning
C-5912 Compensation Planning - Commit Error
Reward Planning and Recognition
Compensation Planning
C-5867 New Compensation Planning - Salary Plan "Requested %" rounds up
Time Timesheets C-5892 Timesheets - additional minute added to pay code calculations
Summer 20 R6
30
Features in R6
Package Area Summary
Human Capital Management (HCM)
Team View Move permission check in Change User LWC
Human Capital Management (HCM)
People Management Add Email Username update and verification
Human Capital Management (HCM)
People Management Significant refactoring of old Backend code
Human Capital Management (HCM)
People Management Autocomplete Component updates
Human Capital Management (HCM)
People Management Change User >> set the form to read only mode when saving
Time Time Off Fix Generate Accruals For detail see: https://www.sagepeople.com/wp/wp-content/uploads/2020/03/Sage-People-Spring20-Release-Notes.pdf#page=17
Reward Planning and Recognition
Compensation Planning
Extending keyboard accessibility to Comments
Reward Planning and Recognition
Compensation Planning
HCM page names consistency
Reward Planning and Recognition
Compensation Planning
Totals and bars at the top
Reward Planning and Recognition
Compensation Planning
Validate formulas on Configure page before removing
Summer 20 R6
31
Summer 20 R5 19th March 2020
The R5 Release is the first Elective Release contributing to the Summer 20 Mandatory Release.
Summer 20 R5
32
Required Actions/Known Issues
Package Area Action/Known Issues When Why/Work Around
ALL Translations Sage People terminology is translated immediately following package release when the English source has been finalized. You may notice a delay in availability of translated content for recently added features. Translations for all languages are prepared and released in parallel.
SF Spring'20 release
Google Chrome Browser Release in February 2020 Changes SameSite Cookie Behavior and Can Break Salesforce Integrations. 3rd Party links from our Product: Cookies need to be changed by the owner of the cookie so if an IC is calling out to a 3rd Party site and this is not rendering in WX, then this needs to be addressed by the owner of that site.
17th Feb onwards
https://help.salesforce.com/articleView?id=000351874&language=en_US&mode=1&type=1
Compensation Planning
WX planning worksheet
If a plan has been set up giving planners the ability to edit the ‘Effective Date’ of a team member, they should do so using the date-picker and shouldn’t enter the date manually.
Use the date picker.
Time Time Off Absence Accrual Pattern/ Absence Accrual Rule/ Generate accrual. Do not use the Generate Accrual option.
Spring '20 release onwards
The baseline (Absence Accrual) records it creates will not correctly reflect the end part period configuration in the Accrual Rule.
HCM Saleforce reporting
Salesforce recommends granting users permission to run a subscribed report as another user: Subscribe to Reports: Set Running User.
Sage People recommends two permission sets: - One for subscription admins - One for subscribers. Key permission is Subscribe to Reports: Set Running UserDo not grant subscriber users permission to Set Running User.
Team member sharing
Critical update: Restrict Access to @AuraEnabled Apex methods for authenticated users based on user profile - activated 6/5/2020 The department Extension controller is missing on HR Manager and HR Admin Profile, so when logged in with these profiles "Recalculate Department Group" button is not visible on HR Department page.
R2 going forward
Do not activate this critical update.
Summer 20 R5
33
Packages Changed in R5
Package Version Notes
HCM 28.10
Time 28.7 Requires HCM 28.7 or above.
US Tax Forms 2.2
Summer 20 R5
34
Beta Packages Changed in R5
Package Version Notes
Compensation Planning 3.7
Summer 20 R5
35
New Feature Pilots R5
Package Area Details Notes
Performance Management
Enhanced Objectives Pilot is available for selected customers in Trial Orgs only. Contact your CSM for information.
Summer 20 R5
36
Beta Packages Unchanged in R5
Package Version Notes
Performance Management 2.2
Summer 20 R5
37
Packages or Apps Unchanged in R5
Package Version Notes
Recruit Enterprise 9.5
Dataloader 27.1
Payflow 28.1 Requires HCM 24.3 or above.
US Country Pack 24.6
Sage People API 2.0
Resource Manager 28.1 Requires Recruit 22.7 or above Requires HCM 26.9 or above
Recruit 28.1
Auto Enrolment 13.4
Async Reporting 21.1
Mobile - Android 2.0.4
Mobile - iOS 3.0.1
Summer 20 R5
38
Customer bugs fixed in R5
Package Area Summary
Time Absences C-5859 - First Accrual Following Absence Accrual is Incorrect
Human Capital Management (HCM)
People Groups Groups and Teams - Ensure the Group Name character limit is enforced
Human Capital Management (HCM)
Skills and Training C-5165 - Skills on search screen do not display colour on any of the progress bars for TM's
Human Capital Management (HCM)
Talent Management C-5589 - initial Talent plan record is not populated with performance rating
Summer 20 R5
39
Features in R5
Package Area Summary
Human Capital Management (HCM)
People Groups People Groups - Update Edit, View & New Pages to use supported components
Human Capital Management (HCM)
Internal Communications
Update the Internal Comms Content Raw field to max length
Performance Management
Viewing who a Draft objective will be visible to when it becomes Active
Performance Management
Editing an Active objective
Performance Management
Creating an objective
Performance Management
Deleting tasks of an objective
Performance Management
Editing tasks on an objective
Performance Management
Adding tasks to an objective
Performance Management
Closing an objective
Performance Management
Activating an objective
Performance Management
Adding tasks to an Active objective
Performance Management
Editing a Draft objective
Performance Management
Deleting a Draft objective
Performance Management
Detail view of Draft objective
Performance Management
Closed date on Closed objective
Performance Management
Extra info on summary view of objective
Performance Management
Detail view of Active objective
Performance Management
CC alongside existing Objectives
Performance Management
Summary view of existing objectives
Performance Management
Graphical representation of completed tasks on detail view
Performance Management
Graphical representation of completed tasks on summary view
Summer 20 R5
40
Package Area Summary
Performance Management
Showing CC again after having selected an objective
Performance Management
Setting up the drop-down choices
Performance Management
Policy option of Enhanced Objectives on HR Portal
Performance Management
Global option for Enhanced Objectives in Configure
Performance Management
Manager dashboard and objectives of direct reports
Performance Management
Navigation back to Manager Dashboard when on a DR's objectives
Performance Management
Accessing a DR's Objectives
Performance Management
Visibility of WX Process depending on Policy setting
Performance Management
Performance management page depending on setting
Performance Management
Activating and Closing an objective - Added as comments under CC
Performance Management
Objective conversation
Performance Management
Filter continuous conversation by general comments and objective-related comments/updates
Performance Management
Objective comments added to CC
Reward Planning and Recognition
Reward Planning Give planners the ability to select Edit for salary change reason
Reward Planning and Recognition
Reward Planning Select Salary change reason at plan level
Reward Planning and Recognition
Reward Planning Select Salary change reason at individual level
Reward Planning and Recognition
Reward Planning Local currency calculations - Entering & saving amounts
Reward Planning and Recognition
Reward Planning Local currency calcs - R2P and Refresh batch changes
Reward Planning and Recognition
Reward Planning Commit changes due to Local currency calcs
Summer 20 R5
41
Package Area Summary
Reward Planning and Recognition
Reward Planning Eligibility and Exclusion when cloning a plan
Reward Planning and Recognition
Reward Planning Column alignment
Reward Planning and Recognition
Reward Planning Change column titles
Reward Planning and Recognition
Reward Planning Drilling down into my direct report's direct reports
Time
Display partial days in absence calendar legend
Time
Show Partial Days in Absence Calendar
Time
Back end changes
US Tax Forms Right to Work - i9 Pass new starters/joiners to HireTech
US Tax Forms Right to Work - i9 Show i9 status in SP
US Tax Forms Right to Work - i9 Register Work Location with HIREtech