Release Notes FY25 Q3

The FY25 Q3 release introduces significant enhancements across various areas including notifications, workflow automation, capacity planning, and UI improvements.

User Experience

Updates to Target UI

This release introduces UI enhancements to the way targets are managed.

Adjust target relief in-line instead of a pop-up modal. Now when you edit your target details you will be greeted with a single modal where you can make adjustments.

Make adjustments to your targets in one modal instead of several by scrolling through your settings.

Updates to Roles UI

This release introduces a new navigation experience for Roles.

Previously, your roles were organized with tiles, now to provide a better at-a-glance experience, we’ve organized roles into rows.

Navigate Role settings through tabs. Easily update your information, ramp profile, and productivity profile by clicking the corresponding tab.

Click the Ramp Profiles tab to adjust your ramp profile.

Click the Productivity Profiles tab to create and adjust a productivity profile. This productivity profile will be available to you when updating a scenario model.

Features

Notifications

This release introduces a robust notification system designed to keep you informed about critical events in Fullcast such as failed login attempts and assignment creations. You can customize your notification preferences to receive alerts via email and in-app notifications (inbox).

To enable notifications:

Access your Fullcast instance.
Click your avatar in the top right corner of the menu bar.
Select Notifications Preferences from the dropdown menu.
Click the button to enable notifications for authentication and/or assignments.
Click the Customize Delivery Channel option to identify how you would like to receive notifications: email or inbox.
Click Close.

Now you will receive the enabled notifications to the channel you identified.

To view your notifications in-app, click the alert icon (bell) in the navigation bar to view your notifications. See the table below for a list of events that receive notifications.

Event	Description
auth.login	This notification occurs when a login attempt is denied due to authentication failure.
auth.logout	This is an action that terminates a user’s authenticated session.
auth.forgotPassword	This event is a function that allows a user to reset their password.
auth.create	This notification occurs when a new user is created in Fullcast.
auth.updateUser	This notification occurs when an existing user account is updated.
auth.loginByTenant	This notification occurs when a user logs in using a specific tenant ID.
auth.changePassword	This notification occurs when a user changes their password.
assignments.create	This notification occurs when an assignment has been created.
assignments.update	This notification occurs when an assignment has been updated.
assignments.delete	This notification occurs when an assignment has been deleted.
assignments.terminateEmployee	This notification occurs when an employee has been terminated.
assignments.changeEmployeeRole	This notification occurs when changes are made to an employee's role within an assignment.
assignments.confirmAssignment	This notification confirms an assignment.
assignments.recalculateRampByRole	This notification occurs when ramp-up time is updated based on the user’s role.
assignments.validateWorkflow	This notification occurs when an assignment workflow is validated.
assignments.clone	This notification occurs when an assignment has been cloned.
assignments.massUpdate	This notification occurs when assignments are updated in bulk.
assignments.createMassAssignments	This notification occurs when assignments are created in bulk.

Table 1

Change Owner and Assignment Workflows

Sales managers can now initiate change ownership and account workflows with greater efficiency. Streamlined assignment processes using Salesforce Lightning Web Components (LWC), provide a modern and intuitive user experience for creating, updating, and terminating assignments.

To create a new assignment

Access Salesforce and locate the appropriate account.
On the account page, click the dropdown arrow to the right of Add Team Members.
Select New Assignment.
Complete the form and click Save and Exit.

Note: Change owner workflows must be enabled.

To edit an existing assignment, navigate to the applicable assignment, click the appropriate name, and make adjustments.

Capacity Planning

This release enhances headcount distribution by allowing for the simultaneous distribution of attrition and TBR heads, either evenly or based on specific metrics or existing headcount. You can also distribute current headcount, TBHs, or both, using various methods. To support this, we've introduced the Full Ramped Target in the Roles functionality, defining productivity for fully ramped users, including seasonal variations. Both productivity and fully ramped target profiles can be matched based on specific criteria.

Figure 14 Distribution of Effective Headcount Example

Ramp Cutoff Feature:

Additionally, we've added a cutoff date feature to RAMP calculations. New hires added before the cutoff date will start their ramp period in the current month, while those added after will start in the following month. This change affects various calculations, including effective headcount, targets, capacity planning, and reporting. Existing customers will have the end of the month as the default cutoff date, while users can specify a custom date in the updated user interface.

Finally, we've centralized default targets and ramp profiles to streamline role management. This allows for the creation and management of these settings independently of specific roles, making the role-creation process more efficient. This change impacts various areas of the application, including role creation, capacity planning, target setting, scenario planning, and reporting.