Changelog

eSign - Added support for selecting folders and tags per template

• We have added the possibility to, in the eSign feature, set which folder an agreement should go to and which tag it should have. You find these settings in the eSign feature, and they are set per template. If you have a folder structure set in the document feature in the system, you can type in any folder name, and the agreement will end up there after signing. If you write a folder name that doesn’t exist in the folder structure, it will create a new folder for the user.

General - Sites creation via UI in Global Settings

• Now it’s possible to handle Sites directly in the UI rather than through importing. You can find it under Global Settings/Organization/Sites.

Documents - The documents feature tab is displayed for users in the “Not activated” status

• The documents feature tab is now also displayed in the workspace for users in “not activated” status so you as an admin can manage documents of user in this status.

HRM - New field added to Employers - External ID

• This field can be populated with an external ID from another system. Mainly used for integrations.

HRM - New validation step when adding a new user

• When adding a new user to Heartpace you now have a new field in the creation pop-up that lets you search for work email, PEN, or PIN for example to see if it’s already in use on some profile.

eSign - New selection “Document type” is added with options "Agreement/General"

• Agreement type is used for agreement signing processes. Also new field "Date of signing" is added to the employment info block + HRM reports (The field is disabled by default, but you can activate it under Global Settings/Features/HRM/HRM field settings).

Salary review - Collective agreement added to filters in the process creation step

• We’ve added collective agreements as a filter in the creation process of Salary review when selecting which users to sync data from.

Salary review - Filters, pagination, and possibility to archive processes

• The processes overview has received some updates. It’s now possible to archive processes to remove them from the processes overview. At the same time, we also added pagination to the overview, so if you have many processes, you can now just switch pages instead of scrolling. Also, we added filters so you can easily filter out processes in different statuses.

Dashboard - Shortcuts (New feature!)

• We have released a new feature card on the dashboard: Shortcuts. Here admins can add different URLs and share them across the organization, either to “All employees”, “Managers” or Admins only (admins include all types of extra accesses existing in the account, both standard and custom). URLs/Shortcuts can also be assigned to certain Sites.

eSign - Full preview possibility

• eSign has been enhanced with new functionality. Now, you can preview the agreement fully before distributing it. A new button is shown in the creation stage which takes you to a new tab showing the agreement populated with your data.

Salary review - New process flow

• HRM Sync: Simplified data syncing between Salary Review and HRM with a new process design. The regular import in Salary review has been replaced with a sync flow where data is picked up from Heartpace HRM.

• For non-HRM clients this means that you now have access to all blocks within the HRM, but with the ability to create only one record within each block. Employee data should be uploaded to HRM through the employee import.

• In Salary review, the synced HRM data in the Review tab is now read-only. That means if you need to update data on an employee, that is done on the employee's profile. Then use the "Sync relevant employee data" button to refresh HRM data in the salary review process..

• HRM Sync Table (HRM clients only): The new table, which is available after the schedule is closed, allows configuring and managing synced fields for transferring data back to employee profiles.

• New Fields: "Salary review year" and "Agreed salary date" fields added.