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June 2, 2022 - Platform & Admin Release Notes

Emily Yeomans
  • Updated

These are the release notes for Platform, updated June 2, 2022.

Release Dates by Environment:

  • User Acceptance Testing (US): 6/2/22
  • Train (SG): 6/2/22
  • Train (AU): 6/2/22
  • Train (CA): 6/2/22
  • Patch release: 6/23/2022 to User Acceptance Testing (US), Train (SG), Train (AU), and Train (CA)
  • Production (SG): 7/7/22
  • Production (AU): 7/7/22
  • Production (CA): 7/7/22
  • Production (US): 7/7/22
(edited)

Major Features

We are excited to bring you some great new enhancements, including the following:

  • Syncing user email addresses and person email addresses
  • HR Connect enhancements

Learn more about these changes below.

User Email Address and Person Email Address Now Sync

Cayuse profiles have the ability to store two different email addresses: A user email address (database field user.email) and a contact email address (database field person.email). Learn more about how a user email is set up and linked to a person.

The contact email address (person.email) can be found under My Profile.

2022-05-25_11-48-36.png

Additionally, an RS Administrator can update the contact email address in Admin.

2022-05-25_11-44-30.png

Previously, updating a user account email address (user.email) required you to contact Cayuse Support. Now a user can make updates to their own profile in My Profile or an RS Administrator can update the contact information (person.email) in Admin.

  • Since user.email and person.email now sync, if person.email is updated the user.email will also be updated.
  • If user.email is updated but person.email is empty, person.email will be updated to match user.email.
  • If an email address gets updated during a bulk upload via HR Connect, the user will receive an account setup message at the new address automatically.
  • To ensure security when an email address is updated, the user will need to reset their password. The reset password message will be sent to the new email address.

HR Connect & Bulk Load Within the People Section Has Been Enhanced

These updates bring improved performance, additional validation and messaging, and increased support of up to 10MB for uploading files and exporting reports.

New and Enhanced in HR Connect and Bulk Load

  • An update has been made for API calls as noted in the HR Connect: Persons documentation. Please note: You may have noticed a 500 error on June 3, 2022  in the User Acceptance Testing environment related to the call to upload the template. We are going to release another update on June 8, 2022 that allows backwards capability so that both request formats will work. We encourage you to use this newly documented format for the call to upload the template:

    curl -H "Authorization: Bearer $AUTHORIZATION_TOKEN"
    -X POST
    -F "file=@$PATH_TO_CSV_FILE"
    "https://$HOST/api/v2/administration/batch/upload/user?send_account_activation_emails=false"
  • If there is a column in the People Bulk Load Template that is not required and you do not want to use it, you can now remove the column header to avoid uploading the blank data. 
  • When an uploaded file contains a blank value, the corresponding value in Admin will be updated to be blank, provided the following conditions apply:
    • The field is not required
    • There is a column header in the file associated with the field
  • When a new user account is created through the user interface, the user automatically receives an email notification, allowing them to complete the account set-up process. To test your API integration without repeatedly sending users account set-up notification emails, we have provided a flag: send_account_activation_emails. When testing your integration, it is important to set this flag to False to prevent email notifications from being sent. Once your integration is ready for production, set this flag to True so all newly created users will receive an email to complete the account set up process. Users must receive this email to finish the account set up process.
  • Employee ID is required to create or update a person in HR Connect. This should be used as the unique identifier when synchronizing your user data with Cayuse. As you update your records, the Employee ID should remain the same
  • You can update the username for an existing user account linked to a Person profile by including their Employee ID and new username in the uploaded People Bulk Load Template.
  • Columns in the People Bulk Load Template can be uploaded in any order. The file will automatically map the header to match the column during the upload process.
  • Empty rows will be ignored in the People Bulk Load Template uploads. For example, if 100 rows are sent and line 68 has no data, then line 68 will be skipped and no error will occur.
  • The Person Active field and the User Active field can only contain a value of Yes or No. Therefore, if the field is left blank in the People Bulk Load Template, the field will default to No in Admin as well. Please review the updated Data Dictionary tab in the People Bulk Load Template.
  • When a username does not exist, but the Employee ID matches an existing record which is already linked to a user account, the Person profile is now updated with the user account’s new values.
  • If there is an error creating a Person, and there is an associated User in the file that is also being created, due to the error the user will not be created. Once the Person error is resolved, that row of data can be re-uploaded so that the person and user can be created at the same time.
  • If a Yes or No value for a boolean field appears in the People Bulk Load Template, for consistency purposes these values are mapped to True or False in the generated report file.
  • Activation email updates:
    • If the current tenant does not have SSO enabled and the send_account_activation_emails = True, then the user will receive an account activation email.
    • If the current tenant does have SSO enabled then the contents of the send_account_activation_email field will be igNored and a notification will not be sent even if it is set to True.
  • You can add a Person profile without creating a user account for the individual. Doing so will add the person’s appointment and contact information into the system, but won’t create an account for them if they do not need to log into the Cayuse apps. If you wish to create a user account for an individual when adding a new person or updating an existing person, set the Create Account field in the People Bulk Load Template to Yes. Please note that a user account must be created if you intend to assign roles to the individual.

Fixes in HR Connect Bulk Load

  • Previously, there was an issue where users were unable to update the User Active field in the People Bulk Load Template. We’ve resolved this issue and you can now change the User Active fields in the People Bulk Load Template from Yes to No, and vice versa. Changes will be reflected in Admin.
  • An issue was causing inaccurate reporting when large amounts of People Bulk Load Template data were uploaded. This has been resolved.
  • We resolved an issue that was causing a default value of USA to appear in the Country field in Admin when empty fields were bulk uploaded from both the Country and State columns.
  • The unit status endpoint (api/v2/administration/batch/status/unit?jobId=<jobId>) can now be called to retrieve the status of the batch import job, resolving a previous error with the HR Connect API status endpoint for units. View additional API scenarios.

Additional Platform and Admin Releases

New and Enhanced

  • When you enter an Academic and Summer Appointment month combination, you will now receive a warning message if the total number of months entered are greater than twelve. 
  • An additional attachment type has been added to a user's profile in admin, in the documents area. You may now select from COI Annual Disclosure, CV, or Other. 
  • Two external organization types have been added in Admin: Tribal Government and Non-Profit.
  • RS Admin Administrators can now assign the role of Salary Access for Fund Manager.
  • The following status endpoints will now appear when uploading records using People and Units API: “totalRowCount”, “errors”, “successes”, “completed”, “status”, “jobId”

    image-20220616-203913.png

Fixes

  • An issue that was causing problems with password resets has been resolved. Now, when you update your account email address, you will temporarily lose access to the system and then you will receive an activation email, prompting a password reset. Once your password is reset you’ll be able to access the system again. 
  • You can now search for a person with a comma in their name (first/middle/last) in the person search during the ad hoc task creation process or while adding team members.

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