(As of article publish date. Dates are subject to change, please contact your CSM for the most up-to-date information. Ranges are approximate and in the Paris time zone).

Document Manager Product Line

Document Manager Core

Bugfixes

Document Manager Add-ons

Enhancements

BMW Type Light font is now supported by SmartDocGen. ​

New dedicated converters available in staging allowing more generation simultaneously with better performance. New converters will be available in the coming months.

People Assist Product Line

Request Manager

Bugfixes

Digital Process Manager & Forms

Local Access Management : Clean up on Permissions

Permission: "Access the Process Tab and View List of Processes"

Why?​

The first step on the way to a more granular user permission is a user interface that corresponds to what the user permissions allow (and only that).​

Who?​

HR user who only has the permission "Access the processes tab” and “View list of processes".​

What ? ​

Deactivation of display of actions that cannot be carried out with this permissions:​

• “New Process" button is hidden​
• Filter "Orga" is hidden for "All processes" as well as for "Processes created by me”

Change DPM Tabs order

"All Processes" 1st after "My Tasks"

Why?​

User research did show the Users usage, we moved tabs regarding it (see next slide)​

Who?​

Any user who creates and/or tracks processes (HRUser and Admin HR)​

What?​

• Changing the order of the process-related tabs​
• After logging into People Assist, the first navigation on DPM leads to the "All processes"tab​

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Click on "Publish" button leads to page reload​
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Why?​

When a user clicked on the "Publish" button, the interface did not show any change and the "Publish" button was still visible. So, users clicked the button a second time thinking the process was not published ​

=> This redirected them to a server error page​

Who?​

Any new user publishing processes (users who have been in the system for a while have helped themselves by manually reloading the page)​

What? ​

After clicking on "Publish", the page is now automatically reloaded. The corresponding buttons "EDIT" &"CANCEL PREVIOUS" are displayed directly.​
Additional security in case of an accidental (too fast performed) double click, so that it does not lead to an error.

Bugfixes

Knowledge Base

Bugfixes

People Assist Employee Portal

Adding The Search Bar Back To The Banner🔎

Improving the navigation within the employee portal

Why?​

• Responding to customers' concernsabout how employees use the platform​
• Facilitating employees' search forcontent​
• Consistency with other Knowledge Baseproducts on the market​

What?​

• Adding the search bar back to the banner​
• Moving the quick actions under the banner​
• Removing the "Create request" button​

When?​

Already deployed on staging and production environments in 22.9

Replacing The Categories’ Icons

More consistent presentation throughout the employee portal

Why?​

• Improved presentation of the employee portal​
• Modernisationof the category icons​
• Consistent design on the homepage​

What?​

• New icons for the categories on the homepage​
• Thematic adaptation to the basiccolourof the customers​

When?​

Already deployed on staging and production environments in 22.9​

What’s next?​

• Addition of these new icons on the other pages of the employee portal​
• Addition of these new icons on the HR portal

Bugfixes – People Assist Employee Portal

New redesigned homepage

Cross Product Solutions

Core Data Management

Bugfixes​

Standard & Advanced Analytics

Bugfixes

Serviceability

Retention Policies For Requests And Processes

Why?​

As a Privacymanager and HR Administrator I want all the People Assist employee data that is no longer necessary to be automatically and permanently deleted​

So that I am compliant with Privacy laws (GDPR and CCPA) for the employee data lifecycle management.​

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🚀 Create A Retention Policy For People Assist Data

Why ?

• HR Admin needs to configure retention policies in autonomy for all employee personal data available in HRSD
• HR Admin needs to visualize the impacted data to identify errors in the configuration

What ?

• A new section in the HR Admin of Document Manager under a new Core permission "Manage retention policies"
• The user can create a retention policy for all requests or/and processes (period + trigger)
• The user is informed before the creation about the impact of the retention policy

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🚀Automatic Hiding, Then Permanent Deletion

Why ?

• HR admin needs an automatic deletion of the employee data
• HR admin needs to control data in progress of deletion and have time to fix errors before the permanent deletion

What ?

• When the retention policy is over, the requests and processes are automatically hidden in the HR and employee interfaces within the next 24 hours.
• After 90 days, the hidden requests and processes will be automatically and permanently deleted.

🚀 Restore Data By Deleting A Retention Policy

Why ?

• HR Admin needs to restore data in case of errors in the configuration of a retention policy

What ?

• The deletion of the retention policy causes the restoration of hidden data (and not of deleted data)
• The restauration of data will be effective within the next 24 hours

Retention Policies For Requests And Processes

Deployments

Roll-out plan for Retention policies for requests and processes

• October 10th : Staging platforms with RM or DPM activated
• October 17th : 10 customers on production with RM or DPM activated
• November 2nd: 50 customers on production with RM or DPM activated
• November 14th: 100 customers on production with RM or DPM activated
• November 28th : Remaining customers on production with RM or DPM activated

Please contact your Customer Success Manager in case you would like to be activated before these dates

Retention policies for requests and processes

Everything you need to know

Customer documentation FR 🇫🇷/🇨🇦

Customer documentation EN 🇬🇧/🇺🇸

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