1.6.0

Release date: TBD

💡 Highlights

Employee Onboarding and Off-boarding

This offers a streamlined and comprehensive approach for integrating and transitioning employees, accommodating both full-time and part-time roles. It simplifies the process by guiding new hires through essential documentation, company policy orientation, and account setup for onboarding, while ensuring a smooth exit for off-boarding employees through asset return, access revocation, and conducting exit interviews. This module enhances the HR team's efficiency in managing these processes and ensures a consistent and thorough experience for all employees, regardless of their employment type.

Elliman Account Policy

This aligns with a new account framework that mandates a one-to-one relationship between profiles and accounts, structured based on the user's Employment Group—either Employee or Non-Employee. This policy not only reinforces a more organized and secure account management system but also incorporates the flexibility to reactivate previous accounts for agents who are re-boarding, thereby streamlining the process of reintegration while maintaining compliance with the new account standards.

Re-boarding

Introducing "Re-boarding": Our latest release feature enhances the onboarding process by allowing the reactivation of previous Elliman accounts. This innovative functionality facilitates the reuse of former Elliman accounts and emails for agents undergoing onboarding, streamlining their reintegration into our system.

✨ Improvements

• Profile: Disabled validation checks for personal email and phone number entries. (#1484)

• Authentication: Introduced capability to associate a single internal account (applicant login) with multiple profiles. (#1485)

• Workspace: Merged all journeys and tasks under related internal accounts. (#1486)

• Classification: Implemented 'Employee' and 'Non-Employee' groups, categorizing Employment Types accordingly. (#1426)

• Journey: Automated conversion of Profile Employment Group upon Onboarding Journey completion. (#1488)

• Journey: Onboarding/Off-boarding Templates now filtered by Employment Group. (#1489)

• Account Import Process: Refined to manage employment groups, supporting one account per group. (#1490)

• Profile: Updated to display Employment Group information. (#1491)

• Integration: Rolled out a new JSON structure for Elliman API. (#1479)

• Integration: Modified data mapping logic to include Employment Group. (#1479)

• Journey: Provided non-employees with an alternative to bypass account reuse; set reused accounts to 'pending' and restricted status. (#1493)

• Journey: Deployed new UI elements to show account reuse status, including bypass option for non-employees. (#1494)

• Document: Implemented transition-based validations for document fields. (#1423)

• Document: Set document fields assigned to individuals to lock post-signature collection. (#1447)

• Profile: Reclassified employment types to distinguish between employee and non-employee profiles. (#1426)

• Email: Revised NCE email template for use across agents, employees, and other employment categories. (#1429)

• Journey Onboarding: Introduced scheduling feature for account creation aligned with start date. (#1445)

• Journey Off-boarding: Enabled scheduling for account deactivation in accordance with termination date. (#1446)

• Journey Notifications: Configured notifications to trigger upon completion of all required documents. (#1444)

• Journey Onboarding: Enabled agent onboarding template to bypass documents and license validations. (#1416)