Migration checklist

Important changes to existing functionality

PCC

There is a new version of the PCC for Profit 6. You can download the PCC through Profit or InSite. A download is also available on the AFAS Customer Portal. If you are allowed to do your own installations/changes on your PC, you can update the PCC yourself.

The new version of the PCC is not required. So, the PCC of Profit 1 can also be used for Profit 6. Older versions of the PCC can no longer be used. The new PCC for Profit 6 can indeed be used with Profit 5.

Resolved in the new PCC for Profit 6
The following issue has been resolved. You can use the PCC to record email messages with attachments in Profit in the form of a file item. If an email message had multiple attachments with the same name but different content, all attachments with the same content were saved. You saw all attachments in Profit (with the same name), but all attachments had the same content. As a result, the contents of other attachments were lost. This has been fixed in the new version of the PCC coming out with Profit 6.

This error was only relevant to the PCC and not to add-ins for Outlook or Gmail.

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Check and complete permitted file extensions

With the 'allowed file extensions' (allowlist), you decide which file types are allowed for:

  • Documents and document attachments (these are InSite and OutSite documents).
  • Attachments to file items and to responses to file items.

To ensure everyone can simply continue working without issue, we have already entered the values of allowed file extensions for you. After migrating to Profit 6, the list will come into effect immediately to check whether files being uploaded are allowed. You can, as an administrator, edit this list. Go to: General / Settings / Allowed file extensions. Check the following points:

  • The list includes file extensions maintained by AFAS and they have the Profit level. You cannot delete these file extensions. If you do not want to use a file extension, block it.
  • During the migration to Profit 6, the list will be populated with file extensions previously used for attachments. So you do not need to add the file extensions yourself: the vast majority will already be correctly defined. Delete or block extensions you do not want to use.

    How does this conversion take place? Profit has been inventorying all file extensions used in the environment using attachments to file items or documents as of 1 January 2024. The list is populated with file extensions of 2 to 6 characters (letters and numbers). Some restrictions apply to keep the list 'tidy': extensions with spaces, extensions consisting only of numbers and extensions with special characters are not included.

  • Are there any extensions missing that are allowed in the environment? Add these extensions manually yourself.
  • Do you use digital signing? The file extensions .docx and .pdf should then always be allowed.

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Employed, reemployed and applicant employed are no longer available

With the arrival of Profit 6, we said goodbye to the Employee employed, Applicant employed and Employee reemployed workflows. We bring these together in the new Onboarding workflow.

You can no longer use:

  • Employee employed (-15)
  • Applicant employed (-45)
  • Employee reemployed (-24)

After the migration to Profit 6, we block the above file items. That means you can no longer submit them. We do not delete data. File items that have already been submitted can be completed after migrating to Profit 6.

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Field Layout of Job Vacancy Field

In Profit 6, the field layout of the job vacancy fields has been adjusted. This means that some fields have been placed in a different/new field group on the InSite pages. We recommend checking whether each page element is formatted correctly after transitioning to Profit 6.

Note: This only applies to the existing job vacancy fields. The new functionalities are delivered as non-visible in the profile. You decide when to activate them.

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Modify Job Vacancy via Workflow

Starting from Profit 6, modifying a job vacancy is done through a dossier item with an associated workflow. This means that the modify button on InSite now refers to a new profile selection page, thereby initiating the workflow. Check which context needs to be linked to the modification profile and whether more profiles are needed.

Do you not want modifications to be reviewed via a workflow? Then link a workflow that is automatically processed and recorded.

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Job Vacancy 

On the job vacancy display page, we have added new fields and field groups. Since this page does not refer to profile settings, new page elements are delivered visible. Check the layout of these page elements. Remove elements that you do not wish to use (yet).

 

New Vacancy document template fields

New fields have been made available in the Vacancy (Profit) document template. These fields have also been added to Vacancy (Profit) based document templates, but these fields are not yet visible on the page. We decided to do it this way because the fields added to the document template are also automatically added to the published vacancies. You select when and which field (groups) you make available regarding the job vacancy. You have two options here:

  1. You change the existing document templates.  We recommend completing the existing vacancies with the data you want to show. Example: if you want to show the 'Wage scale' data, first ensure the 'Wage scale' data is entered for the job vacancies that are currently open as a document. Next, you add the data item to the document template, which will also add it to the published documents.
  2. You create new document templates with the data you want to use in the future. In this case, you do not need to change the existing vacancies.

Additional salary fields in datasets for job vacancies

From Profit 6 onwards, you can link a wage scale to a vacancy. To retrieve the correct amounts from the wage scales, new, additional fields have been added to the job datasets. These are the Salary, Minimum salary and Maximum salary function fields. If Wage scale has been selected, these function fields show the amounts from the wage scale. If you select Fixed salary or Minimum/maximum salary, these function fields will copy the amount entered manually.

Do you want to take advantage of the new wage scale integration? If you do, check the datasets and use the new function fields where possible.

 

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InSite views - Applying Multiple Times

Applicants can apply multiple times for the same vacancy as from Profit 6. For this purpose, we have added a new HRM setting.

After migrating to Profit 6, the setting for repeated applications defaults to 'No, reapplying for the same job is not allowed (N)'. If you manually change this setting to 'Yes, applicants can apply multiple times for the same job (J)', you may see multiple file items with the same description in different views in InSite.

To keep a clear overview (and avoid getting lost in a maze of applications), it is useful to add the 'Application date' and/or 'Status' columns to your own views. Do not worry, in the default views provided, we have already added these columns for you. We like a little overview too!

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Datasets no longer available in workflows

The following datasets are no longer available due to the arrival of Talent management:

  • AFAS competence cluster overviews
  • Customer competence cluster overviews
  • Overview of work types at roles

Views, reports etc. may have been affected because datasets have been dropped.

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Interview cycle

Do you use interviews within the interview cycle in InSite? It is then important to check the formatting of the new create and change profile pages after migrating to Profit 6. The interview format has been rebuilt, which means that your existing configuration may no longer be aligned to the required procedure.

For each interview type (goal-setting interview, progress interview, assessment interview and baseline interview), check the profile pages and linked contexts. This involves both create and change pages.

In addition, the Employee personal development page has been renamed Employee talent management. It is now fully aligned with the new Talent management functionality. If you are using the AFAS version, it is important to check this page carefully as it has been updated to reflect Talent management functionality.

We recommend migrating to the new Talent management functionality so that you can experience the benefits for yourself!

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Google Maps Directions API

Google no longer supports the Directions API and will soon no longer work for distance calculations in kilometre claims, onboarding and a change of address. From Profit 6 onwards, you can use the Google Maps Routes API. To keep the distance calculation, our advice is to unblock the Google Maps API communication profile and add the page component to the pages.

Through a conversion, the current API is already populated for you in the communication profile.

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Application status - code table

After migrating to Profit 6, the free code table for the application status was dropped and replaced with a new one. This means that the current status field will be invisible. However, do not worry, we will perform a conversion where the statuses of the code table will be transferred to the new table. Next, these statuses will be linked to the existing job applications.

Adjust any views in Profit and InSite where these statuses are being used.

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Support for new SEPA XML format for payment and collection files

From 22 November 2025, it will be required to submit your payment and collection files to banks in SEPA XML version 2019 format. Profit now supports this new format.

The conversion to Profit 6 ensures all Dutch (NL) and Belgian (BE) bank accounts are automatically set to the new SEPA XML version 2019. This means that when you create a new payment, refund, collection or payroll payment order, you immediately use this new version.

For bank accounts in other countries, the default setting will continue to be set to the 2009 version as not all foreign banks support the new format. You can easily adjust this setting through General / Payment settings / Bank account, Bank account tab, with the new SEPA version field.

Do you have bank accounts in other SEPA countries? Then check whether the bank supports the new SEPA format and update this format at your bank account.

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Mailing address per administration and improving recognition of e-invoices

In the communication profile for e-invoices, from Profit 6 onwards, you can add multiple lines so that you can set up multiple email addresses. 

What has changed? In Profit, the Settings tab in the Process e-invoices communication profile through email has been changed to Lines. After the conversion to Profit 6, you will find one line here with the settings you had set earlier. This ensures the operation of the settings remains the same in Profit 6.

Do you want to set up multiple mailboxes or link a different email address to a specific administration? Add it on the Lines tab. This gives you the flexibility to use your own email address for each administration ensuring e-invoices go straight to the right administration.

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Adjust the purchase quotation functionality

  • Do you have your own reports for Quotation request? These refer to the quotation Due date field. Change this to the quotation request's Due date field where appropriate.
  • Add the Subject field (from the invite wizard and the one from the reject wizard) to your message templates if you want the text the user enters there to appear in the merged messages. If you do not use this, hide the fields in the wizards through the field settings.
  • Change the authorisation on the Reverse acceptance action (received quotations) and the new File action (for quotation requests and received quotations) if necessary.
  • In the existing Quotation request workflow (-66), add the new special Expired action if you want the status of the quotation request to be automatically set to expired from within the workflow. 

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Change InSite pages for placement and price agreement

On the default InSite pages for Placement and Price agreement, the Create placement for price agreement lines and Employee flexible mass view page components (if applicable) have been replaced with new ones. These new page components have been added at the top. Change your pages. These are at least the pages for creation, assessment and changing when assessing.

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Administration field in customer agreement

If placements have been added on a customer agreement, you can no longer change the administration. This was possible before.

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Week count for reservations

The checking of the counting has been changed for two fields. Only a value between 1 and 999 is now allowed there. It concerns the fields in the HRM settings (HRM / Management / Settings / Flex tab):

  • Weeks after having left employment for the reservation (Pay reservation automatically heading).
  • Weeks after end of placement/contract if the Automatically report employee having left employment option has been activated (Report having left employment automatically heading).

If the values here are lower than 1 or higher than 999, an error message will be issued in the reservation correction or report having left employment automatically process.

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Total costs field

For Flex, the Total costs field contains the total wage amount of the costs.

For Flex with the activation Purchase/self-employed worker without employees, the following applies: In the Total costs field, Profit adds only the lines of the Costs type. In the Total purchase costs field, Profit adds up all lines of both the cost type and work types.

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InSite authorisation

The Flex employee portal page is no longer linked to the InSite functionality but only to Manager self-service/consultation.

The Flex back office, Flex purchasing and Flex contact management pages are no longer linked to the InSite functionality but only to Manage sales contacts. These pages fall under the Sales contact page type. This type of page must therefore be activated in the Site settings.

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Sales contact profile for report and message template of the invoice proposal

In Profit 6, you can create separate settings for reports and message templates for invoice proposals. This applies to proposals from deadlines as well as manual project invoice proposals. Previously, you had only one setting for both types in the Invoice proposal field. When migrating to Profit 6, the new fields are automatically populated with the value previously in Profit 5 in the Invoice proposal field.

Do you want to use different reports or message templates for Instalment invoice proposals and Project invoice proposals? In that case, adjust this in the sales contact profile on the Report invoice and Message template invoice tab. This is where you will find the new Instalment invoice proposal and Project invoice proposal fields.

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Purchase quotation process optimised

Do you use purchase quotations? Then refer to the points at Order management above.