Group management query language

In this post we are going to visit a quite powerful feature in HRM TM portal, group management.

With group management you can set up groups of users, activities and organizations. And use them for different purposes for example showing news and information for a targeted group of users or displaying a list of recommended courses for a specific group of users

In this post we are not going to focus on what you can do with groups but focus on how you can set up groups and the syntax for creating groups.

First go group management, depending of the version you have you will find it under system administrations menu in 4.5 and up and on the start page for system administrators on 4.3 and 4.4. You should then se something like below.

Create a new user group by clicking add.

To start with you can here handle the different name of the group in multiple languages, assign it some id and a brief descriptions on whats you are selecting. At the bottom of the screen is where the interesting stuff is. Here you can build up an expression that selects out the users you want. Lets click on Add Expression

Now the first drop down list contains the different groups we are supporting for this kind of group, in this case a usergroup.

User group contains a list of fields that you can use to filter out users in drop down 2, it is basically the information you will find on employee page. I am not going to cover what every single field means as it depends on you installation. But rather focus on what you can express here. The third dropdown contains commands or logical operators for selecting users and those are

Operator	Description	Example
=	Equal to	role = “5”
<>	Not like	usrid <> 15
<	Smaller than	employmentdate < 2009-10-15
>	Greater than	employmentdate > 2009-01-01
<=	Smaller or equal
>=	Greater or equal
IS	IS a variant of equal for objects	ie. you want to find out all that has NULL as positionid positionid is null or employmentenddate is null will give you everyone that has not quit
IN	IN value must be in a list	positionid in (“5”, “6”) will give you all users with positionid 5 or 6
NOT IN	same as above but negtative selection
LIKE	a text contains the phrase the wildcard character is %	lastname like “%jens%” will give you back Johnsson Jensen Jensen Jens Jenson Jensan ojens
NOT LIKE	same a above

If you swith to freetext editing you can also use built in functions and those are mostly do to with dates

• dateof(datetime): datetime; Creates a datetime with the date from the function argument, and no time.
• timeof(datetime): datetime; Creates a datetime with the time from the function argument, and no date.
• year(datetime): int; Finds the year in the argument.
• quarter(datetime): int; Calculates the quarter of the argument.
• month(datetime): int; Calculates the month number of the argument.
• dayofyear(datetime): int; Calculates the day of year number of the argument.
• day(datetime): int; Calculates the day of month number of the argument.
• week(datetime): int; Calculates the week number of the argument.
• weekday(datetime): int; Calculates the day of week number of the argument.
• hour(datetime): int; Gets the hour of the argument.
• minute(datetime): int; Gets the minute of the argument.
• dayssince(datetime): int; The number of days that has passed since the argument until now (server time).
• monthssince(datetime): int; The number of months that has passed since the argument until now (server time).
• yearssince(datetime): int; The number of years that has passed since the argument until now (server time).
• daysbefore(datetime): int; The number of days from now (server time) until the argument.
• monthsbefore(datetime): int; The number of months from now (server time) until the argument.
• yearsbefore(datetime): int; The number of months from now (server time) until the argument.

This was a quick explanation of the operators in the Agresso HRM query language this you can also find in our WCF integrations services and filter management.

Enjoy

Christian

Released 4.5.3951 and 4.4.4859

It was a while since we posted a patch the blog many customers have received patches during this time but now we do have a new official build.

Among the main fixes we have done we have a major fix on Ideal profile that where missing some numbers. Also fixes to the survey where made that will help you a great deal.

The release notes are available on the agresso extranet

Product roadmap Agresso TM

As I have mentioned before we are going to start a new sprint and begin on a new version of the portal. In this post I will mention a bit more detail on the next sprint and describe what we think we will do the rest of the year.

4.6 sprint 1

This sprint that will start tomorrow and end 21st of October will focus on one main feature, customizable start pages.

So what is a this, it is a dashboard type of page that you see on live.com, igoogle etc. It’s a page where you either allow individuals or Admins to put mini applications on a start page. So how does this work and why should you care. Since Agresso HRM TM right now supports learning and employee data processes with HR as a customer you might want to display information for your favorite ERP system ABW or any other system in the portal since all your users have access to this portal but maybe not to other systems.

By implementing this you will actually be able to display data from other systems, display reports on the start page with you crucial KPI’s for this year or you can simply have a rss roller if you publish news via rss that everyone that uses the Agresso TM portal should be aware of.

So what is a dashboard and how does it look:

Each start page for a role is a dashboard in this dashboard is template driven and you can select different templates, eg.  a three column layout like above or a one column full page template. These templates is really simple for us to make custom for you as a customer. A dashboard really only contains one or "panels” to start with. In a panel a user with proper permissions can then put gadgets in the panels. The portal will support one dashboard per role for Administrators to configure, and if enabled each user can customize his own start page.

Gadgets

So what is a gadget, a gadget is a small application that can give you information in a relatively small space, we will provide functionality for a gadget catalog where we and third party vendors can upload new gadgets. We will provide every thing you can see now on the start pages as gadgets, the shortcuts, system information, news etc from us. In addition we will also develop a chart gadget where you use your flexible fields to do averages etc on KPI’s. For us and report gadget so you can have your custom reports on the start page.

So what’s in it for a gadget developer, first of all as a gadget developer you will get information on who is logged in. you will also have access to our services for making queries about organizations and that particular user. In other you will get world class employee and organization information.

We will support in the final version for 4.6 also the possibility to host your gadgets within Agresso TM in addition to hosting your self on your server. So it will be fully possible to have

• a gadget on i.e the recruiting site that displays the current available jobs in the portal.
• a gadget displaying the task list from ABW
• a weather gadget from google
• a Chart displaying the average number of sick days per employee
• a Chart gadget displaying the staff turn around for one particular organization (the logged on user)

All this can be developed or configured in the portal and driven from our security model if you use our services, or roll your own for your database.

We have decided that we will support Gadget API that open social builds upon and is supported by many other applications.

http://code.google.com/apis/gadgets/docs/dev_guide.html is the specification for gadgets we are going to implement.  The reason for choosing an existing api is that we don't want to invent the wheel again and to make it easier for third parties to understand and engage them in gadget development.

 

Product roadmap 2009-2010 4.6

We will start to release previews that you can use on QA and or production, but you must be aware of that we will add and or change functionality until we are feature complete on 4.6.

Week starting oct 26 first customer preview of 4.6 will be available

• Dashboard and some gadgets

Week starting nov 30 second customer preview

• More gadgets
• Possibility to host your gadget code in Agresso TM

Week starting January 11th Feature complete 4.6

• A more visual organization manager

These are estimated dates and not promises.

Managing health checks in Agresso TM Tutorial – Part 2

In Managing health checks in Agresso TM Tutorial part 1 of this tutorial I showed you how to set up a competence element and profile to keep track of health checks. The next step is to set up self managing activities.

This kind of activity is a hybrid between web based activities and instructor led. What we need to accomplish is to have an activity that an employee can find, but since a visit to the doctor in this case is required and there will be a certificate issued by the doctor a custom activity is not enough, and there is really no sessions.

 

Setting up an activity with custom session

In the course administration of the portal click activities

Click on “Add self study with approval”, which is an activity type where you can

1. Specify you self WHEN you are taking it

2. A manager needs to approve that its done, i.e show an health certificate to the manager

 

Create a regular health check

 

Fill in the responsible persons email address for this activity and save, do NOT enter a expiration date.

The next step is to assign what we call Objectives to this activity, and objective can be a competence element or profile, for the regular health check activity, we actually will fulfill both Small and regular health check requirements so we could award a competence profile if passed.   But since we want to make sure that in whatever profile competence element is in, we will actually select these two elements by hand, and not rely on this particular profile. (you could have several profiles containing the health check requirement). So click on select objectives . competence standard and search for health. (make sure you select Alternative competencies)

 

No set both the competencies to yes, check in also assign the element (if the user for some reason don't already have the element but actually goes to a health check anyway.)

Hit ok.

 

Now, I assume that you have set up a provider that have an agreement with i.e the whole organization and you are maybe using filters or not. Now you should see this activity in the catalog.

I have added the the profile to my account, so to find out what I need to do for my compete ices I go to the competencies section under employee menu

 

As you can see I have 0% percent fulfillment, i click on the profile name to see what it contains, and as we expect I don't have any of the checks now, click on the Find Activities to cover my gap link.

and you will se the regular health check activity in a list, click enroll

 

Select the date you have agreed on with the doctor, click next you are now booked.

Now, if you did as me and put the appoint in the future we will have to wait until that date passes before a manager can handle this activity. During this time lets make sure the manager has the right to handle this kind of appointments.

Go System roles and rights, select manager, find the rights name “Manual signoff on self study” and make sure its checked, now lets warp in to the future and assume this activity has passed, log on as the manager for this user.

As a manager your have a start page that have a task list of stuff you should do in the portal, select the 1 consultation to handle task.

you should then be presented with the below. You here have a choice of failing and or declare the user Absence. this might make a difference in a report.

lets say you go to the doctor and you actually “fail” on the health check that is far more serious than a no show, so we want to make a difference on this.

Now, I will pass my self, the mechanism for handling this kind of goal assignments is a job, so we will have to wait a couple of minutes for the job to run, then  you as a manager can go in an look at the profile for the user and see fulfillment 100% on the health checks.

So this explains the concept and if you want to go ahead to make the small health check its the same procedure with just the small health check competency as a objective.

Have fun

Released 4.5.3941

Today we are releasing the final version of 4.5 from now on there will be no new functionality but continue our work towards greater quality. New in these release notes are also that we display build numbers and we will continue to improve the process of build numbers. But for now if there is a bug found 4.5 it might not exist in 4.4 we will figure our a way to handle the version number between major versions but for now all notes are in one.

Also for you that are not familiar with 4.5 we have some exciting news about functionality in this version. We will blog about them in detail in the future and last posts have actually been about 4.5 functionality.

The release notes are available on the agresso extranet

Flickr Tags:

 

Main features in 4.5

Flexible fields

It is now possible to add fields to User and organization information easy in the UX under system administration. So its now possible with out any consultancy to add extra info about users that you want to keep in the portal.

Layout editor

Together with flexible fields we also introduced a layout editor for user and org information. Now you can yourself completely design the look and feel of “my information” page etc

• Layout per role
• Smart rendering functionality, or decide your self if you want radio buttons, select boxes etc
• Valid values
• Different dates
• basic data types (numbers, strings etc)
• Logging of changes

New integration service

We also provide you with a completely rewritten integration service where you can both read and write user and organization information that is based on the current access you have. This is the first step for us towards more SOA enabled functionality in the portal. There will be more blog post about this both the strategy and technical

Main features of the services

• WCF or WSDL access
• Regular HRM portal accounts to access the service, and that accounts restrictions apply in the service as well
• Search language
• Find our what has changed sincle last

Handling sessions with only one participant

In my next blog abut handling health checks in the portal part 2 I will go in more detail about the new feature of letting a employee or manager set up individual visits to i.e a doctor and handle that in the portal.

Tracking of correct answers scorm

If you are using scorm and 4.5 there is now a possibility to send mails to employees or i.e manager when they complete a scorm course telling them what questions went wrong etc. It also enables you as a customer to purchase reports to benchmark complete courses.  What question is the most difficult etc etc. This could help you to decide how you build future courses.

Sitetext editor

You can now edit texts in the portal with an editor, we also introduced a new feature so you can download the texts in excel and import that file back to the portal. We are getting closer and closer to enable you to all you want in the portal.

.Net 3.5

We are now shipping the the portal in .net 3.5 and we support SQL server 2008 and 2005.

There is more minor tweaks mostly config things i.e more list to edit,

Managing health checks in Agresso TM Tutorial

One of customers Banverket is working in an industry where regular health checks is one part of certification for employees. To be certified to work on i.e railroad tracks there is a set of business rules that defines how often and what type of health check you are required to do.

The health check requirement is just on of several other checkpoints they need like attending training on safety on rails and a numerous of things. What we want to do is to enable employees and managers to ensure the certification is met an book keep this in in the system.

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Age	Frequency (months)	Type of check
18-40	60	Full
18-40	18	Small
40-55	36	Full
55-	12	Full
Business rules for health check

To accomplish this we need to use competencies/certifications, activates and profiles and configure with these.

Competencies/Certifications

So given the above rules we need two types of health check certifications, one full and one small. So lets start by setting this up. Go the Alternative competence library and click Add alternative competence

Fill in the form with with following data

Name: Regular health check

ID: healthregular

Make the following settings on expiration and click OK, 60 months is the maximum length. We will later add a system jobb that will adjust these based on age (that job needs support from Agresso)

Add another one called Small health check but set the expiration to 18 instead of 60

Now if you do a search on alternative competencies for health it should look like this:

Next we are going to add these to a Competence profile, in this case I am going to create a new profile with just these two but you could of course add them to any profile.

• So go to Competence administration/competence profiles and click add.
• I am going to call my profile “Health check Profile” and click ok
• On the next page I will find my health elements regular and small and check them
• Click ok

Now we are all set up to assign people the requirement for health checks, lets assign the profile to your self, I will go in under find employees and search for myself, click Competence profiles on my row. Right now as you can see I don't have any profiles

Click on add profile and assign me to the Health profile by clicking add, I will also check the current profile since I don't have any other. Click ok.

As you can see above I have 0% fulfillment which is expected. Now you and/or your manager can go in and assign you this competence, this of course is only true if you choose self assessment. That's all right, but also under expired competencies you can now se that you are missing competencies.

So now we have a way to identify the need for health checks on employees that are under 40. Both the employee and mangers can now follow up on what we needs to be done.

Next blog will cover how to set up an activity so when you click the Close Gap button you will be presented with some health check options that will fulfill your gap. And the post after that will cover the job on how to to adjust the expire duration based on age.

Agresso HRM is continuing to invest in Quality software

We are still focusing on quality software here on HRM and apart form starting to make some backend changes to our build and check in process we have committed our selves to reach a bug count of 0 before we start up new development. We are of course aware that there may still be bugs but we really want our customer and our selves to get a new clean start with 4.5. On top of this commitment of fixing all open bugs we recruited a senior software tester that will join us at office on September 7. Not only will she be responsible for improving our test she will also help and manage the testing process from story cards to test cases. We are looking forward with great anticipation on the influence she will have on us here at development.

 

First priority for our new tester

1. Improve our ability to avoid regression bugs
2. Functionality testing
3. Usability testing

 

The hunt for quality

So how is the journey towards 0 bugs going, are we ever going go build features again you might wonder. If I may say so its going pretty darn well. And one reason for knowing this is that we have consolidated all customer bugs in to one list and we only work from this list. Here is a couple of quality KPI for you.

 

As you can se we have 23 open bugs at the moment. Don’t be alarmed by the deleted bug count. A bug can be deleted for a couple of reasons.

• Its already fixed in a later version
• Its a duplicate
• Its not reproducible for us
• Its NOT a bug, its  a feature ;) yeah I know but its true its now common but they do exist.

Also an interesting measurement is what kind of bugs are we finding and getting reports on .

We have 3 mainly three categories of bugs

Blocking – That is a bug so severe that there is no way around it, all or most customers would be affected by it because its a central piece of functionality.

Critical - That is a bug that is severe but there is a way around it, all or most customers would be affected by it because its a central piece of functionality.

High – All other bugs

The below chart illustrates both progress and the type of bugs: 

As you can see our fixrate is almost twice as high as the found rate, So given that we have a sustainable pace on both fixing and finding bugs it looks like we will be done with all bugs in about three weeks time  (26 currently open, 18 new bugs per week and we fix around 40 a week).

Alternative competences, profiles and expiration

This is a short tutorial on how to set up the Talent Management Portal to use alternative competences with expiration dates in competence profiles to manage required renewal of employee knowledge.

To go through this tutorial you need to have a role that allows you to create alternative competences, competence profiles, activities and assign competence profiles to employees. To approve of the employees activity result you need to be his or her manager. Also the NextLearn.CompetencePortal.Model.Learning.ProcessCompletedActivities job must be running. If the job isn't running or you're not sure how to check this contact your system administrator.

This tutorial will not explain activity, customer or provider filtering, nor will it explain in detail the basic creation of competence elements, profiles or activities. It will solely go through the procedure to combine these items in the correct way to make competence expiration work.

Creating an alternative competence element
Select Alternative competences in the menu and fill out the form that opens. For this exercise the most important datum is the expiration date. Set an expiration date of 2 months.

Creating a competence profile
Select Competence Profiles in the menu and create a new competence profile that contains the alternative competence created above as a required element.

Assigning the competence profile
Assign the competence profile to an employee of your choice.

Creating an activity
Select activities from the menu and create a new Manual Authorized activity. After creating the activity click on the add objective link on the list row for the new activity. Choose Select objectives - competence standard, and add the newly created alternative competence element as an objective of the new activity (note that you may have to change category in the competence element selection form to Alternative competences).

Enroll employees
Enroll the employee to the activity created above. For Manual Autorized activities no occasions are necessary.

Approve the activity result
As manager go to the manager start page and follow the link X consultations to handle. This brings you to a page where you can set the status of the employee's activity. Set the status to approved, and click Ok. After a while the employee will have been awarded the competence element.

Expiration

All that is necessary for the competence element is for some time to pass. The default setting in the Talent Management Portal is to include competences that will expire within two months or competences that have already expired. Thus by selecting expired competences in the menu you should be able to see the employee you just assigned the competence to.

An after holiday build and a word on current work

Today we are happy to release a holiday build for version 4.4 where we have spent the last couple of months fixing bugs and greatly improve quality overall 222 bugs fixed in 4.4 and 4.5 (more on 4.5 further down) in since the last build. And we are closing more than are found and as of today no blocking bugs are not unlooked at. 

if you are interested in that build you can get it from our support.

Among the most significant fixes you will find:

• The possibility edit CV list values in 4.4
• Fixing some IE8 rendering bugs. We have not tested ie8 full but we are not aware on any more show stoppers to use ie8 anymore.
• Fixing the login issue after being logged due to inactivity
• Appraisal now looks ok in 1024*768
• for a full list of fixes login to the extranet and download the chart of fixes

I also wanted to share with you what we are focusing on during Q3 of 2009 and a little bit abut the roadmap. We are adding more power to our team by adding a software tester and focusing on quality builds even more. Also as we are implementing SCRUM we doing a restart of the implementation by assigning one of developers as responsible for quality, this role does not mean he will fix bug. But his focus during development will be to think about architecture and design from maintenance perspective and tools to help us to automate test.

Our hopes are by increasing quality we will be able to both decrease the number of builds and also increase number the features in each release.

Immediately after the summer it will be possible to have a new version 4.5 where we are introducing our SOA framework, first out is the possibility to both read and write organizational and user data thru webservices/wcf thus enabling you build applications on our high quality hr data and reduce cost of integration. More details about this will be posted here later. Another very exiting feature is the possibility as a system admin to edit the user and organizations layout pages, this will also be covered in a later blog post.

Another cool thing we are enabling are an update to our the SCORM engine and the integration layer it will now be possible to log interactions and order custom reports to analyze your online training.

Andreas will post a blog about this shortly.

The releasenotes can beaccess thru the agresso extranet.

Release notes 4.4.3821

Today we released 4.4.4.4.3821 with bug fixes for 4.4 .

If you would like to have a patch for you version, send a note to support.hrm@agresso.se stating your current version.

The version number can be found on the System Administrators start page.

The release notes are both available in our Agresso AB extranet if you don't have an account yet I would recommend you to sign up for one there will be much more information there in the future.

 

/Christian

Catalog Search is fast again

Hello

My name is Tomas Särnhammar and I am a developer at Agresso HRM.

We are now rolling out release 4.4 to the first customers and last week it was time to upgrade the Market Place (http://provider.nextlearn.net/) used by many Swedish Customers like Telia and Saab to search for and enrol on courses by commercial providers such as AddSkills, AchieveGlobal, Lexicon etc.

The really big news i 4.4 is that the organization hierarchy can be arbitrarily deep. This is used in contracts and filtering so that contracts and filters on a higher level and valid on lower levels unless an organization on a lower level has its own contract or filter. This makes contracts an filtering both simpler to use and more powerful. We recognized early on in the development that this may be a performance problem if we where not careful. The reason is the that the rules for which filter and contract that is valid for a given seller and customer organization can be complicated:

1. The amended filter rules can be complicated, by filtering on category and activity type etc.
2. Both filters and contracts are typically done on a high level in the organization hierarchy and this means that for most organizations we must search up in the hierarchy to find the first organization with a contract and filter.

For filters we saw during development that evaluating the rules "in run time" was too slow, and we solved that by creating the system job "B2bAccessUpdateJob" that evaluates all filters (all recent changes to filters actually) and stores the result in a way that is fast to use in the catalog search, an indexed table in the database. This job must be scheduled to run periodically in order to keep the filters updated.

Initially we thought that the organization hierarchy search for contracts was fast enough as we store the hierarchy itself in a search-friendly way (again a separate indexed table). That was not the case.

When we upgraded the Market Place the database server almost stopped. The Market Place is an Agresso HRM talent management portal configured to accept catalog searches via a web-service interface from other portals. This means that the catalog search load is much higher than on a typical (or even large) installation.

It turned out that the contract search was the culprit. It was implemented in a view in the database, and it was too expensive to select from in the search. Last week we changed that using the same technique we used for the filters. We created a table that is the "expansion" of the view, meaning that the table has the same columns as the view, and it should contain the same rows. On the the table we created indexes that are relevant for the search. The same system job that keeps the filter tables updated, was amended to update the new contract table too. Every time the system jobs runs, the rows in the table are updated to match those of the view.

This update returned the load on the database server from 100% to a healthier 15%. The catalog search time for individual searches went from sometimes 30 seconds to near-instant in all cases.

regards

Tomas Särnhammar

Release notes 4.4.3815

Today we released 4.4.3815 with bug fixes for 4.4 the most noticeable improvement is the speed of activity search but there is a lot of other fixes as well.

If you would like to have a patch for you version, send a note to support.hrm@agresso.se stating your current version.

The version number can be found on the System Administrators start page.

The release notes are both available in our Agresso AB extranet if you don't have an account yet I would recommend you to sign up for one there will be much more information there in the future.

 

/Christian

Configuring system jobs

There are several system jobs in Agresso HRM talent management portal that are really powerful and useful. In this blog I will walk thru each of them and what their general functionality is.

First go to the jobs under System Administrator/General Schedule System Jobs to get the list of available jobs in your portal.

Click on Add Schedule

Under type you can se a list with the jobs:

• NextLearn.CompetencePortal.Action.Competence.SignOffNotifier
• NextLearn.CompetencePortal.Action.Competence.UserCompetenceExpirationNotifier
• NextLearn.CompetencePortal.Action.News.NewsMailJob
• NextLearn.CompetencePortal.Action.Reports.RSOrphanSubscriptionsRemover
• NextLearn.CompetencePortal.Integration.FileIntegrationJob
• NextLearn.CompetencePortal.Model.Competence.ProcessCompetencePrecondition
• NextLearn.CompetencePortal.Model.Contracts.B2bAccessUpdateJob
• NextLearn.CompetencePortal.Model.Evaluations.EvaluationReminderJob
• NextLearn.CompetencePortal.Model.Learning.ReservationReminderJob
• NextLearn.CompetencePortal.Model.Learning.OccasionReminderJob
• NextLearn.CompetencePortal.Model.Learning.NoticeSenderJob
• NextLearn.CompetencePortal.Model.Mpsync.MpSync
• NextLearn.CompetencePortal.Model.Survey.SurveyTestMailNotifier

NextLearn.CompetencePortal.Action.Competence.SignOffNotifier, KP

This job notifies the the manager of the employee that needs a signoff on a competencies, with a email and attachment that there is signoff awaiting for that person. The look of the of the attachment can be customized with a reporting services report and the report that is to be run is specified in the job parameter.

NextLearn.CompetencePortal.Action.Competence.UserCompetenceExpirationNotifier

This job sends out notification email when a competence is about to expire, the recipients for this are:

• user
• Manager

You can specify a number of parameters on this job apart from the standard “when” to run it.

Parameter	Description
Report name	The file attachment on the email this file contains the actual competencies about to expire
Used for system role	What users should get reminders?
Executes X days before expiration	How long before the competencies is about to expire should the notification go out.
Stored procedure	What data should we look at, when sending out this notice?
Email body/Email text	textual content of the email, only one language

NextLearn.CompetencePortal.Action.News.NewsMailJob

The newsmail job processes all the news that you have chosen to send out as email when you created the news under News and information. This job doesn't have any properties.

NextLearn.CompetencePortal.Action.Reports.RSOrphanSubscriptionsRemover

If you are using reporting services subscriptions, the SQL server and Reporting services engine adds System Sql server jobs that you might want to clear after execution. If you want the talent management portal to handle that for you enable this job.

NextLearn.CompetencePortal.Integration.FileIntegrationJob

This job automates the process of importing files, if you i.e want a integration with SAP or Agresso to synchronize users you can either set a ftp or a network share and the portal will automatically import any files ending up in this folder.

Files that can be automated are any file you can manually import in the portal The file structure for each of these files should be as a manual import and I refer to those guides for the actual file contents.

Parameters when importing:

Setting: You can chose what setting to use, default or any other installed (these settings are usually developed by us, and large enough for its own blog). Standard will suffice for the majority of you.

File format: The type of file you want to automate and that the job can expect, excel (2003), csv, or XML.

XSL parameters: if the setting supports parameters you can set them here (default has none). I.e specific orgid etc.

File path: Physical path of the file to be imported, i.e c:\integrationfiles\users\

Windows username/password: If IIS doesn't have access to the above path, specify user and password for a user that has.

Email reports to: If you want an email summarizing the result of the import specify you email here.

NextLearn.CompetencePortal.Model.Competence.ProcessCompetencePrecondition

This is a job that you can set up to run if you i.e change preconditions for a competence, have competencies/courses that expire. This job will then go thru all preconditions at intervals you specify. Process competence preconditions by calling job_processcompetenceprecondition.

• CompetenceCode and UserName are optional. If set only that competence and/or user will be processed
• if SetMissingInactive is set; competence elements will be set as inactive if preconditions are not fulfilled and was previously fulfilled and element has inactive flag.
• if SetFulfilledActive is set; competence elements will be set as active if preconditions are fulfilled and was previously not fulfilled and element has inactive flag.
• if SetFulfilledValidDates is set; valid from and to dates will be set if preconditions are fulfilled and was previously not fulfilled and element has valid dates. Valid from will be set to today's date, and valid to will be set according to expiration time on element.

NextLearn.CompetencePortal.Model.Contracts.B2bAccessUpdateJob

If you are using filter in your configuration this job should be set to handle organizations changes etc.

NextLearn.CompetencePortal.Model.Evaluations.EvaluationReminderJob

Scheduled Job that emails user and manager X days before an Evaluation meeting

Parameters:

• Numberofdays: The number of days before the meeting that the mail is sent out.
• NextLearn.CompetencePortal.Model.Learning.ReservationReminderJob

Sends out reservation reminder job, all the mails and content of the email is with the other Reservation email settings in application config. The property for this job is the expression editor where you can specify What, When and to whom you want to send emails just like the activity groups or user groups.

NextLearn.CompetencePortal.Model.Learning.OccasionReminderJob

This job is a very good feature where you in essence can specify your custom report to run on a reservation and mail the result to either a specific email address and/or keywords:

• enrolled
• enrolledby
• manager
• supplier
• activity (aka activity.email)
• administrator
• enrolledbyunlessmanager
• cancellationprocessor
• enrolledbyunlessmanagerorsupplier
• topmanager
• assistant

NextLearn.CompetencePortal.Model.Learning.NoticeSenderJob

This job automates the process of sending out reservation/booking documents you find under Documents.

It has the same expression editor, and recipient logic as the other notice mails.

NextLearn.CompetencePortal.Model.Learning.processcompletedactivities

Processes completed activities:

The processing includes:

• setting expiration date on reservation (all booked acts.) and applicationuser (non-booked web-based acts.) tables
• assigning goal competences and profiles to users (including expiration date)
• calculating fulfillment for users profiles (including expiration date) Activity Code and Supplier Code are optional.

If set only that activity will be processed. Note that setting only Supplier Code does nothing.

NextLearn.CompetencePortal.Model.Mpsync.MpSync

This job is only needed if you are integrating with the Competence Marketplace. If its enabled it will sync users and organizations up to the marketplace.

NextLearn.CompetencePortal.Model.Survey.SurveyTestMailNotifier

This job sends out the reminders that you should conduct a survey that you have been assigned. The actual mail contents and format is configured in application config.

Summary

While this was a pretty long blog, it summarizes the different jobs in Talent Management Portal and job scheduler interface is pretty easy to implement and is an excellent way of extending/customizing the portal even further. Next blog will be about exposing our goldmine user and organization data to any application thru a programmable interface.

Good luck with your configuration