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Release #108

Comprehensive EPMS Module Expansion & Advanced Attendance Features

General September 17, 2025

🚀 New Features

  • EPMS Notes System: Implemented comprehensive note-taking functionality for performance reviews, goals, meetings, and development plans with attachment support, visibility controls, and categorization. Accessible through EPMS > Performance Reviews/Goals/Meetings > Notes section with modal interfaces for creation and editing.

  • EPMS Meeting Management: Added full meeting lifecycle management including scheduling, documentation-first workflows, quick completion, and calendar integration. Available in EPMS > Meetings with support for performance review meetings, goal discussions, and follow-up tracking.

  • EPMS Progress Tracking Dashboard: Created comprehensive progress monitoring system with business-wide, team, and individual dashboards showing completion rates, bottlenecks, and trends. Accessible through EPMS > Progress Tracking with real-time updates and PDF report generation.

  • ADP Integration Module: Implemented ADP salary data import system with sample CSV generator, data validation, and integration management. Available in EPMS > Admin Settings > ADP Integration with automated import processing and error handling.

  • Undo Clock-Out Feature: Added ability for employees to undo recent clock-out actions within a 15-minute window, restoring active shift status. Available in attendance widgets and shift summary with automatic time-remaining countdown display.

  • Holiday Year Support: Enhanced holiday management with year-specific holiday creation and cloning capabilities for multi-year planning. Accessible through Admin > Holidays with year selection and bulk cloning options.

🔧 Improvements

  • Automatic Performance Review Rating Display: Implemented intelligent rating visualization that automatically shows completed ratings while hiding incomplete ones. Applied across all performance review interfaces in EPMS > Performance Reviews with consistent rating badge display.

  • Enhanced Leave Accrual Configuration: Added hours_per_accrual_unit field to leave accrual policies for more precise accrual calculations. Configurable in Admin > Leave Management > Accrual Policies with granular hour-based accrual settings.

  • Improved Shift Availability Logic: Enhanced user shift availability calculations with better conflict detection and scheduling optimization. Applied automatically in shift assignment interfaces and availability checking throughout the scheduling system.

  • Refactored Page Header System: Standardized page headers across EPMS modules with consistent action button placement and breadcrumb navigation. Updated throughout EPMS interfaces for improved user experience and navigation consistency.

  • Enhanced Attendance Record Handling: Improved attendance record processing for approved leave cases with better status management and conflict resolution. Applied automatically when processing attendance for employees with approved leave requests.

🐛 Bug Fixes

  • Shift Summary Widget Updates: Fixed shift summary widget to properly refresh after checkout operations, ensuring accurate time tracking display. Applied to attendance dashboard and quick attendance cards with real-time status updates.

  • Modal Initialization Improvements: Enhanced modal initialization and breadcrumb handling in EPMS notes system for better user experience. Fixed across all note creation and editing modals with proper form state management.

  • Cohort Split Notice Cleanup: Removed hard-coded cohort split notices from EPMS performance review settings for cleaner administrative interface. Applied to EPMS > Admin Settings > Performance Reviews with streamlined configuration display.

  • Job Retry Logic Enhancement: Updated retry logic and review includes across background jobs for better reliability and performance. Applied to calendar sync, ADP import, and meeting calendar jobs with improved error handling.

🎯 What This Means for You

  • Complete EPMS Ecosystem: The expanded EPMS module now provides a comprehensive performance management platform with integrated notes, meetings, progress tracking, and ADP integration, enabling organizations to manage the entire performance review lifecycle within a single system.

  • Enhanced Attendance Flexibility: The undo clock-out feature and improved leave handling provide employees and managers with greater flexibility in time tracking while maintaining accuracy and compliance with organizational policies.

  • Streamlined Administrative Experience: The standardized interfaces, improved holiday management, and enhanced configuration options reduce administrative overhead while providing more granular control over system behavior and user experience.

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