Release Notes 10/17/2022 - 10/21/2022

Release Notes

New Features

Training and eTracking integration

Training & eTracking is a Learning Management System (LMS) that focuses on delivering the training content and material to your staff. It tracks training titles a staff member is supposed to take and when they successfully complete the training.
iCM can integrate with Training & eTracking to fetch the training status of each staff member for the modules on which they were trained. The integration also allows staff to seamlessly transition from iCM to Training & eTracking through single-sign-on (SSO) and complete their trainings.
To fully integrate both systems please see this link: https://help.icaremanager.com/article/607-how-to-setup-your-integration-with-topyx-training-and-etracking
For our DDA customers, additional information will be provided during our Monthly Huddle

Paylocity integration

Paylocity is primarily a time-keeping and a payroll processing system. Due to the preferences and workflow of some agencies, Paylocity is used as the system of record for all of their staff data. In such a scenario, all staff data is added, updated or deleted in this system and then copied to other systems that the agency is using.
iCM can integrate with Paylocity and automatically fetch any changes or updates made to the staff profile data.
Here's the overview of the process: https://help.icaremanager.com/article/608-how-to-integrate-with-paylocity
For our DDA customers, additional information will be provided during our Monthly Huddle

Form Builder (Beta)

Customs Forms can be Archived by selecting the red file cabinet icon from the Custom Forms List. Archived Forms can be found by selecting the carrot next to Add New tab and choosing the Archived Forms option.
From the Forms Archived List, Forms may be restored by selecting the circle arrow icon or deleted by choosing the red trashcan.

Form Builder Permissions for the Archiving List are defaulted to the settings below.