This update contains improvements to the Profile and Placements modules and a bug fix for a couple of reports.  



Profile Module

  • Improved the overall design of the Profile module to make it more consistent with other parts of HA.  As pointed out in the figure below, the areas of the Profile now have headers which now makes this module consistent with newer features and modules of HA.
  • The Email Me button has been moved to the bottom of the page in an effort to make this older module more consistent with other parts of HA.  Clicking this button will send you a screen shot of the entire page in your email.
  • The Milestones area has been upgraded so that it uses the built-in Bootstrap modal platform.  Clicking on a milestone badge and/or the View Milestone Progress button will now open a modal dialog instead of a Fancybox in
  • Annual Goals Progress Report
    This section of the Profile has been improved to make it more flexible with smaller screen sizes and the layout of the numbers has also been fixed.  Prior to this release, the numbers were not visible if the progress bar was smaller than the text of the numbers.  In addition, the Year Progress bar has been added.  Prior to this release it was a text statement of how many weeks were remaining.


Placements Module

  • Invoice Details area of the placement module has been updated so that the toggle switches for the Position Intelligence Report now display properly.  Prior to this update they would sometimes not display until the main toggle was turned off and back on again.
  • Invoice Preview
    The bottom of the invoice preview will now show who the invoice will be emailed to based on the position contact and any additional emails entered in HA.
  • Send Invoice to Client
    This email form has been vastly improved and now allows admins to include additional attachments.  The Copy Invoice Administrators option used to be a checkbox and is now a toggle switch to make it more uniform with other areas of HA.  In addition, we have added a few other toggle switches: Position Intelligence Report, Include W-9 and Copy Me.  
    • Prior to this update, the only way to not send the Position Intelligence Report was to disable it within the placement but now admins can turn it off directly in the email screen.
    • Include W-9 allows administrators to include their W-9 form with invoices.  This is a new addition to this feature and requires admins to upload the W-9 in the Invoice Settings area, as mentioned later in this document.
    • Copy Me was a hidden component of this feature prior to this update.  It is turned off by default but allows admins to copy themselves on this email.  
  • Placement History Log
    The history log has been improved and will now allow for the download of the original email send out.  Clicking the download button next to a particular email will download a .eml file containing the email details, including attachments.

Reports Module

  • Job Orders & Send Outs Reports
    Both of these reports have been fixed. Prior to this update they did not function properly if a single user was selected. They both now work as expected.


Admin Dashboard

  • Users Settings
    Settings relating to the Users module, such as Goals, Effort Scores and Ratios, have all been moved to the Users Module.  Prior to this update, admins would have to leave the Users area to make changes to users-related settings.  This has been fixed.