What's New in Dragonfly 1.9
Dragonfly 1.9 brings a strong set of new features and improvements across reporting, address book management, and platform organisation. Highlights include scheduled deactivation with leave dates, a new Leavers report, improved tag management, and enhancements to several existing reports.
Forms
Submissions Count report
▌ New Feature
Release: Dragonfly 1.9
A new Submissions Count report has been added to the Forms area, showing all your forms alongside how many times each has been submitted. Filtering options are included to make it easy to review and analyse form usage.
Address Book
Leave Date enhancements
▌ New Feature
Release: Dragonfly 1.9
You can now record and schedule a leave date for individuals directly from their profile. When deactivating a person, you will be prompted to enter a leave date, reason, and any notes.
If the leave date is today or in the past, the user is deactivated immediately and the date is auto-populated on their profile
If the leave date is in the future, the user remains active until that date and is scheduled for deactivation
Future leave dates can be changed or cancelled at any time from the individual's Employment section
Please note: clearing the date keeps the user active.
Leavers report
▌ New Feature
Release: Dragonfly 1.9
A new Leavers report is now available under Address Book → Reports, showing individuals who have left or are scheduled to leave based on their leave date. Accessible to users with the appropriate view permissions.
Payment Requests
Business Unit Manager added to payment request workflows
▌ Improvement
Release: Dragonfly 1.9
The Business Unit Manager role has been added to payment request approval workflows, providing greater flexibility when configuring approval routes.
Reporting
No Clockings and Variation report improvements
▌ Improvement
Release: Dragonfly 1.9
Both the No Clockings and Variation reports have been enhanced with additional columns and filtering options:
New columns available in both reports:
Business Unit (of the resource)
Employer
Employment Policy
A Business Unit filter has also been added, making it easier to refine and analyse report data.
Tags
Tag management improvements
▌ Improvement
Release: Dragonfly 1.9
Tags are now restricted to the area where they are used, making them easier to manage and more relevant across the platform. Previously, all tags were shared across the entire platform which caused confusion as usage grew.
Tags are now specific to:
Sites — when filtering or updating sites
Contacts — when filtering or updating contacts
Site Documents — when filtering or updating site documents
Checklists — when filtering or updating checklists
Skills
Payroll Number added to Skills Verification tab
▌ Improvement
Release: Dragonfly 1.9
A Payroll Number column option has been added to the Skills Verification tab. The column can be selected and searched, allowing you to quickly find a contact and view their associated skills using their payroll number.