Hello Indigo readers,
The countdown to the end of summer may have started, 🌅 but we are not slowing down one bit. This first September update puts your documents centre stage, 📚 with a trio of spotlights designed to make accessing, managing and maintaining documents easier than ever across Indigo:
Leading the way is a much-requested addition to Indigo Mobile. Your documents from the Employee Portal are now available directly from your mobile device!
New File Versioning in the Document Manager (DMS) helps you keep document updates organised without cluttering folders with duplicate files.
Also in the DMS, Ownership gives HR administrators greater control over who can delete documents and upload different versions of files in the system.
Of course, documents are not the whole story. This release also introduces recruiter and agency chat within applicant records in Hiring, a cleaned up toolbar experience 🧰 in JET's Employees screen, and more!
Find all the details below. 👇
Table of Contents
⚠️ Note! If you're in software, bug-blasting is part of the job! 👾 We’ve neatly tucked away all info related to fixes (if any) at the bottom of each module's coloured box—click > 🛠️ Fixes and Improvements to check out the details.
🌟 Feature Spotlights 🌟
📲Access Documents in Indigo Mobile
You asked for it, and it's finally here. 🎉 Documents are now available directly in Indigo Mobile, making it easier than ever for you to access payslips, FS3s and corporate documents wherever you are.
View, download and share your documents, or generate a Bank Pack to send supporting documents to a bank or third party as a single PDF, all straight from your phone.
It's the same secure document access you love that's already in the Employee Portal, now available in the palm of your hand. 😎
🗃️ Document Manager (DMS)
1️⃣.0️⃣ File Versioning
Documents often go through multiple updates, but that does not mean you should fill your folders with multiple copies just to keep track of changes. That is why Document Manager now supports File Versioning.
When uploading a new version of an existing file, you can choose to create a new version or save it as a separate document. The latest version remains visible as a single document, helping keep documents organised, while earlier versions remain accessible through the Versions tab in the document details.
👑 Document Ownership Rights
With multiple versions comes the need for greater ownership control. That is why we have introduced Ownership Rights in Document Manager.
HR admins can now manage ownership permissions for uploaded files, allowing them to decide who can manage and delete documents and their stored versions, while preserving the original document owner across all versions.
The cherry on top? 🍒 All related changes are logged in the Audit tab of the document details, giving you a clear record of who changed what and when.
💻 Platform
The Import/Export Audit view in Administration has been enhanced for users with record filters.
🕘 Attendance
🛠️ Fixes and Improvements
🛠️ Fixes and Improvements
We’ve optimised the Allocations Report to better support longer reporting periods.
The Allocations recalculation process has been refined to handle replacement values of minutes more reliably.
🏢 Hiring
Indigo Hiring now supports recruiter and agency chat within the applicant record, with the correct chat option shown based on how the application was submitted.
🛠️ Fixes and Improvements
🛠️ Fixes and Improvements
Removing jobs from a recruitment agency contract is working as expected.
👨🏻💼 HR
⚖️ Job Evaluation Tool
The Employees screen now has a cleaner toolbar layout, with Export moved into the three-dot menu and column options grouped under a new Column selector.
🎓 Skills & Training
To help you compare records more effectively, you can now show or hide the Awarding Body column on the Training & Certificates Import/Export screen, and include it in exports when needed.
🛠️ Fixes and Improvements
🛠️ Fixes and Improvements
The following improvements have been made to Document Manager:
We’ve refined the Tags screen so the + Create new tag button sits correctly within the grid layout.
Also in the Tags grid, the Action column has been fixed in place at all times to improve user experience.
A confirmation prompt is now shown before deleting files in All Documents.
We’ve improved navigation so the Upload button and grid scrollbar remain available when opening subfolders from the main grid.
Search in personal folders has been improved to return more consistent results for files and folders across key grid fields.
In the Approval System, we’ve enhanced Expense Settings so the Nationality Select Values list loads correctly when using the Nationality criteria.
The Action column in the Employee Directory stays fixed as the last column on the right when grid columns are updated.
JET now shows the 'Occupations not yet evaluated' warning only when relevant active occupations still need evaluation.
The 'Last updated' date and time on the JET Employees screen now reflects the actual data refresh timing more accurately.
Meanwhile, in Skills & Training:
We’ve updated all grids so the navigation arrow column remains fixed as the last column on the right.
The Cancel option is handled correctly after a training or certification has been cancelled.
Costs, reference details, and imported files are saved as expected when assigning a training or certification.
Imports validate Credits and Hours values more accurately to support cleaner employee training records.
Task Management imports now apply template assignment rules more accurately when multiple 'Applicable to' criteria are in use.
💸 Payroll & Leave
Direct Credits now supports a Verifo-compatible bank payment file export in CSV format.
🏆 Performance Management
🛠️ Fixes and Improvements
🛠️ Fixes and Improvements
We’ve updated Performance Management grids so the Actions column stays fixed as the last column on the right at all times.
🧮 Interested in the Business side of our software, like Accounting?
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