Onboarding and Transition Setup for Region: Canada
Bug Fixing
Some errors are fixed.
Enhancements
Automated monthly SLA DB email from QX Management to QX SLT - CEO, SVP and QC (qcqxas@qxglobalgroup.com)
Automated monthly SLA DB email from QX Insight (Power BI Reporting)
Bug Fixing
Some errors are fixed.
Enhancements
To update QX Insight Password policy.
Onboarding Approval if client don't do it within 5 days.
Transition Approval if client don't do it within 45 days.
Solution - SVP Approval in case client do not approve it on time.
Automated Monthly email feedback from QX Insight and Management.
Bug Fixing
Some errors are fixed
Enhancements
Under SOW > Interim SLA section, to show the rating description.
Under Escalation > Option to Add Escalation.
Under QX Management > Feedback > Appreciation > Add New Appreciation (User: AVP and Manager).
Under Job tracking > Dashboard > Job Status count is not getting changed based on client selection.
Under QX Management > Job Tracking the mentioned points to be done.
Under Governance Call, Export is not working.
Under Governance Call, to add Search and sort under all the columns.
Option to fill up the SOP form by Client POC via Open link.
Under SOP step once submitted then management user must have option to remove the document till the time it is not Approved or step not fully completed.
Under Transition checklist form for client POC, the mentioned changes to be done.
Under Contract details, option to enter Type wise and Type of work wise Client POC and Manager (L1).
Client to be made visible 7 days before from contract effective date under Insight Management.
To setup Onboarding for "Book keeping" type of work under region: USA.
From under Job Tracking, to hide Job TAT and Charged Hr. column.
Under Feedback > Client feedback, to allow "Role: AVP, QC, Super Admin" users to edit the filled-up feedbacks.
HubSpot import email notifications.
Under Feedback > Escalation > Escalation details, option to download All attachments in Zip format.
Under SOW > Interim SLA section, to show the rating description.
Bug Fixing
Some errors are fixed
Enhancements
QX Management access to below Roles:
Sales Person , Sales POC
Such that they will be able to view their assigned clients
When client opens the Job wise Feedback form via link and that link does not belongs to that client then proper message must be displayed
Forgot Password email template to be updated
Under Region: USA, Job tracking > New Job, Checklist is to be updated
Bug Fixing
Some errors are fixed
Enhancements
Onboarding process for Adhoc and FPA just similar to FTE
Insight tutorial videos add under Resources section
To add Type of work column under Matrix > Job Listing, Insight/Management > Job Tracking
Under Job Tracking (Region US), to activate Assignment Type
Region wise impacts to be checked under Job Tracking
Completed Job's Feedback entries not getting shown under the mentioned client
Bug Fixing
Some errors are fixed
Enhancements
Client Type: FTE/Adhoc/FPA added under Onboarding/ Transition listing and details, All clients listing and details
Bug Fixing
Some errors are fixed
Enhancements
Payroll as Type of work under Onboarding and Transition