When a patch fix (formerly known as a consolidation) has been applied to your system, the patch fix will overwrite any standard (items included with SelectHR by default) items that the patch fix applies to.
If you have made configuration changes to a standard process, form, field list etc, and those changes have been lost following the application of a patch fix, then you will need to re-implement them or have our consultancy team re-implement the configuration for you.
To confirm that the loss of the customised item was caused by a patch fix, check the date and time of your last patch fix application.
Support does not cover the reimplementation of lost configuration following a patch fix within any support plan, as the item that was overwritten would have been altered from its standard configuration, which is against our best practice guidelines.
Best practice guidelines
When completing any configuration, from a best practice approach and in order to protect any configuration carried out from future patches/upgrades, we advise the following:
Always make a copy of the item you wish to amend in SelectHR (e.g. form, process, field list, workflow etc), and complete any configuration in the copied item.
This should be used to replace the standard item in your menu sets and processes.
Do not delete the standard item; just disable it.
Complete the configuration in a test environment first to test the effectiveness of your changes.
(On premise only) Take a backup of your live environment prior to making any changes (in case you need to restore to the prior state before any changes take place).
SIR, SCR, SWF, Family Leave, Emergency Contacts/Dependants, Pension, Benefits/P11d & Organisation Charts are governed by/linked to legislative and regulatory requirements, and therefore should not be altered or amended.