December 2017 Release Notes Summary

To take place on December 14, 2017 from 11:30 pm to 4:00 am EST

 

A summary of the enhancements for the next system release is listed below. 
A further in-depth explanation of each product enhancement is available by clicking any of the following:

TLM  -  HR  -  Payroll  -  Scheduler  -  Cross Product

 

Browser Support

We support the following browsers and versions:

  • IE: Versions 9, 10, and 11
  • Chrome/Firefox/Safari: Current versions
  • Mobile: We have limited support for mobile platforms using the browsers listed above

Enhancements

A summary list of the enhancements for the next system release is listed below. An in-depth explanation of these descriptions is available in the regular detailed release notes.

 

TLM Enhancements

The following enhancements have been added to this release.

Bradford Factor
The following enhancements have been added for Bradford Factor functionality.

Time Off Filter Added to Partial Absences Rule
WFR-47112: Time offs can now be excluded from counting toward partial absences. A new Time Off Filter has been added to the Partial Absence Bradford Factor profile rule, located under Company Settings > Profiles/Policies > Bradford Factor. The Time Off Types section of the rule will allow for single or lists of time offs to be set to be included or excluded from partial absences. 

Unexcused Time Off Categories Setting for Partial Day Absences Added to Inexcusable Absence Settings Rule
WFR-41608: A new option has been introduced for unexcused time off categories which can be found within Bradford Factor Profiles, under Company Settings > Profiles/Policies > Bradford Factor. Previously when a Time Off Category was inexcusable, the BF score would only count if no other time entries were present on the day. The checkbox Count Partial Day Absence has been introduced to allow the user to count an absence if it is unexcused, regardless of other time present on that day. As with previous behavior, if any time off is unexcused, the system will count it as one (1) day of absence for the Bradford Factor score.

Company Settings: Storing the Location of Punches

WFR-47614: A new widget has been added to the system that will allow control over the storage of punch locations. In areas where the storage of the location of a punch is a compliance issue, the Personal Data Policy widget along with a new setting can be added to the company setup, located under Company Settings > Global Setup > Company Setup. The widget can be added by accessing the Edit Tabs link and dragging the widget to the desired tab and saving. 

Once enabled, the Store Location Of Punch checkbox can be unchecked and disabled, which will affect geofencing and timesheet rules that validate the distance of a punch to the work place (or other listed addresses.) When the setting is unchecked, the location of the punches will not be stored in the system and will not be viewable from timesheets or from timesheet audit reports. 

Counters: Creating Counters

WFR-51037: When creating a new counter under Company Settings > Time & Labor Setup > TLM List Definitions, and selecting a counter type for the Type Of Counter selection, that selection will be permanent for that counter and will not be subject to editing once the counter is saved. For example, if creating a Time-Based counter, and then saving, the counter type cannot be changed to Quantity Based, or any of the other types. The selection will be grayed out for future editing.

Employee Contracts

The following enhancements have been added to Employee Contracts and are listed below.

FTE Field Added to Employee Contracts and Employee Contracts Import Template

WFR-48120: For TLM companies, a new FTE field has been added to the Employee Contract widget in employee accounts, under My Employees > Employee Information. This new field will allow a positive decimal value to be added. For example, if entering an FTE value of 75%, you should enter 0.75 in this field. This field is not available for companies who also have the HR sub-system enabled. This is because the HR product already contains an FTE field found in Position Management and the possibility of an overlap exists with the FTE field in employee contracts. For more details, please see the full, detailed TLM release notes for December, 2017.

Distribution Rules Added to Allocate Contract Hours Rule

WFR-48177: For Pay Calculations 2.0 companies, distribution rules have been added to the Allocate Contract Hours rule. Distribution of hours worked in cost centers will only occur for the counter selected in the
Time Over/Under To Counter setting. When the distribution rules have been added, the system will copy metadata from the time entries to the selected counter, based on the distribution selected. This data can then be exported with the correct metadata. This rule is located under the Counters category of Pay Calculations Profiles under Company Settings > Profiles/Policies > Pay Calculations. For more details, please see the full, detailed TLM release notes for December, 2017.

Hyperlink and Tooltip Added to Contracts

WFR-47468: To help users easily navigate to the Contract Type lookup list within an employee contract, the field name will now be hyperlinked, and when clicked, will take the user to the Company Lookup Lists maintenance page, under Company Settings > Global Setup > Global List Definitions > Lookup Lists Definitions. From this page, the lookup list in use can be viewed and/or edited to add or remove list entries. Within the Contract Type drop-down list, a tooltip will explain that the list in use is set within Company Setup, and is in the Lists Definitions widget under Company Settings > Global Setup > Company Setup. For more details, please see the full, detailed TLM release notes for December, 2017.

Exports

The following enhancements have been added for exporting functionality in the Custom CSV Export.

Total Hours Off Added to Spell of Absence for Custom CSV Payroll Export

WFR-48230: A new Total Hours Off selection has been added to the Spell Of Absence record when creating a Custom CSV payroll export. This option will allow the total hours in a spell of absence to be correctly exported to a payroll provider. The export is located under Company Settings > Time & Labor Setup > Export > Payroll Export Formats and then when adding a new export format, select Custom Tabular (CSV). When selecting a record under the Records tab of the Pay Prep Result Records section, and then selecting the Columns tab of this section, a new data record can be added and customized to include Spells Of Absence and then Total Hours Off. A Time Format can also be selected for the hours. 

Contract Settings Added to Custom CSV Payroll Export

WFR-47615: Contract settings are now available to create a Custom CSV payroll export, which will allow contract data to be exported to a payroll provider in the correct format. The export is located under Company Settings > Time & Labor Setup > Export > Payroll Export Formats and then when adding a new export format, select Custom Tabular (CSV). When selecting a record under the Records tab of the Pay Prep Result Records section, and then selecting the Columns tab of this section, a new data record can be added and customized to include contract data. Contract dates are available from the Field drop-down, and selections include Contract Start, Contract Estimated End, Contract End, and Contract Probation End. The tool tip provides information about exporting contracts when employees have multiple contracts assigned. 

Leave of Absence Total Hours Off Added to Custom CSV Payroll Export

WFR-48231: Within the Leave of Absence pay prep record, a new Total Hours Off option is now available when adding a column to create a Custom CSV payroll export, which will allow leave data to be exported to a payroll provider in the correct format. The export is located under Company Settings > Time & Labor Setup > Export > Payroll Export Formats and then when adding a new export format, select Custom Tabular (CSV). When selecting a record under the Records tab of the Pay Prep Result Records section, and then selecting the Columns tab of this section, a new data record can be added and customized to include Leave data. When selecting Leave Of Absence Case, the Field drop-down will now contain Total Hours Off as an option. And when selected, the Time Format can be set for the hours.

Concatenated Data Columns Added to Custom CSV Payroll Export Format

WFR-48863: Alternate Delimiter settings per column are now available within the Custom CSV payroll export, located under Company Settings > Time & Labor Setup > Export > Payroll Export Formats and then when adding a new export format, select Custom Tabular (CSV).

When selecting a record under the Records tab of the Pay Prep Result Records section, and then selecting the Columns tab of this section, a new data record can be added and customized. A new Use Alternate Trailing Delimiter setting with a drop-down list of options is available to select the type of delimiter when stringing, or concatenating data for the output.

Options include None, Space, Tab, Semicolon, Comma, Pipe and Other (as per the delimiter settings for the export format as a whole). If left blank, or not set, for a particular column, the delimiter for the export format will be used. In the examples shown below, the semicolon, comma, and pipe were used to export the Record Date (From) LOA data. If selecting Other, an additional box will display where values can be entered. 

SOI Payroll Export Format Changes

WFR-49503: The SOI Payroll Export has been updated to the most current SOI payroll export format.

  • The Record Type, SSN and Pay Frequency fields are no longer required.
  • Field sizes have been increased to 15 characters for the following fields: Payroll Type, Employee Id, Location Id, Department Id and Job Id.
  • For Pay Hours and Pay Rate fields, rate-related data can be selected from the Field drop-downs if Pay Record data is selected as the Data Field / Value.

Imports: Cost Centers Import Template Updated

WFR-47322: The Cost Centers (Standard Layout) import template, available under Company Settings > Imports > Overview, in the Company Setup category, has been updated to support all countries in the Address and Address Country fields. The Address Country has been added to the Instructions tab of the template.

Imports: Counters Import Updated with Cost Centers

WFR-25356: The Counters import template, located in the Time & Attendance Data category under Company Settings > Imports > Overview, will now contain Cost Centers 1-10; with Cost Center 10 supporting the Jobs (HR) cost center. This addition will assist users who regularly import Counter data and need it to be assigned to a particular cost center upon importing. 

InTouch: Biometrics Enablement/Disablement

WFR-47613 & WFR-51770: Options have now been added to employee accounts to enable/disable the storage of biometrics for InTouch devices for companies who have rules or ordinances that do not allow for the storage of employee fingerprints. A new Store Biometrics checkbox setting has been added to the Device Settings section of the Terminal Configuration widget under Company Settings > System > Terminals (External). This setting contains a tooltip that explains what the setting does and does not control. For more details, please see the full, detailed TLM release notes for December, 2017.

Notifications: Timesheet Notifications Available When Workflows in Use

WFR-51788: Historically, if a company was using Timesheet workflows for approvals after timesheets were submitted, only the Generate Email step in the workflow could send notifications to users. We are now allowing certain notifications related to timesheets to be used in conjunction with Timesheet workflows. The notifications that can be used are located under Company Settings > Global Setup > Notifications. When adding a new notification, a list of notifications, grouped within system categories, will display. For more details, please see the full, detailed TLM release notes for December, 2017.

Pay Calculations 1.0: Label Changed in Nth Day Overtime Rule

WFR-49792: For Pay Calculations 1.0 companies, the Nth Day Overtime Rule contained a setting label that did not accurately reflect the setting’s function. The Must Work At Least N Days During Days 1-6 label has been changed to Must Work At Least N Day(s) Prior. This new label more accurately reflects the function of the setting, which is to look at all prior days, and not just the 1-6 prior days.

Pay Calculations 2.0

The following enhancements have been added for Pay Calculations 2.0 functionality.

New Break/Exceptions Rule Based on Break Windows Added

WFR-47620 & WFR-52083: For Pay Calculations 2.0 companies, a new Exception Based On Break Windows pay calculations rule has been added and is located in the Exceptions category under Company Settings > Profiles/Policies > Pay Calculations. The rule will allow one or more break windows to be defined and exceptions to be set if a break falls outside of the defined window(s). Break filters are available to set eligibility based on cost centers and other criteria for the break itself.

Break windows can be set according to Time Of Day, Scheduled Start, Work Start, Lunch Start, or Lunch End. Each option contains an Information icon to explain how the setting calculates the breaks. Exceptions can be set as Single or as a List. Where relevant, you can define which Time Offs should be included or excluded when defining the starting point for the break window definition (this applies to the Work Start, Lunch Start and Lunch End options). For more details, please see the full, detailed TLM release notes for December, 2017.

Is Scheduled Day Off for Day Types Not Tied to Holiday

WFR-49260: In the October 2017 system release, we introduced a new Is Scheduled Day Off setting for Day Types under Company Settings > Time & Labor Setup > TLM List Definitions. In that release, the setting was only available if the Work On Holiday setting was also checked in the Work Schedules Policies widget under Company Settings > Global Setup > Company Setup.

In this release, we have removed the Work On Holiday requirement and the setting will be available at all times. The holiday requirement was removed from the system to ensure that companies who also have the Scheduler sub-system enabled will have access to this field and its functionality.

Cost Center Distribution Added to Weekly Overtime Rule

WFR-51167: For Pay Calculations 2.0 companies, options to distribute weekly overtime based on cost centers is now available within the Weekly Overtime (From – To Specific Hour) pay calculations rule, located under Company Settings > Profiles/Polices > Pay Calculations in the Overtime category. When adding a distribution rule within the Weekly Overtime Distribution Rule section of the pay rule, cost center(s) will now be an option. For more details, please see the full, detailed TLM release notes for December, 2017.

New Setting Added to ‘Exception Based on Working Time Regulations Worked Time Rule’

WFR-51909: For Pay Calculations 2.0 companies, a new Maximum Hours Per Day setting has been added to the Exception Based On Working Time Regulations Worked Time rule, located in the Exceptions category under Company Settings > Profiles/Policies > Pay Calculations. This setting will pull from the Working Time Regulations Profile assigned to employees, and will allow managers to track, via the set exception(s), if employees have exceeded their daily maximum hours. This setting only looks at calculated worked time (rounded or raw). This setting can help certain companies with compliance regulations.

Pay Prep: Approval of Time Off Requests from Pay Prep

WFR-44452: The ability to approve or reject time off requests (TORs) from within the Pay Prep screens is now available.

For companies not using workflows, this functionality has been available via the Pending Time Off Requests widget/link under Manage Payroll > Manage Payrolls > Process Timesheets, clicking the Pay Period Functions icon, and the Time Prep screen displays. Users can click the Pending Time Off Requests widget/link, and the All Open Time Off Requests for Pay Period report will open showing all pending time off requests. Those requests can be selected and the user can click either the Approve Checked Requests button or the Reject Checked Requests button.

We are now extending this functionality to companies using workflows. When using a Time Off Request Workflow, and then running the pay prep process as described above, the Pending Time Off Requests widget/link will now be available, and when clicked, will open the All Open Time Off Requests for Pay Period report and users can select to approve or reject the requests. After approving or rejecting a request from this report, the workflow attached to the time off request will be terminated.

Time Off Requests: Approval of Time Off Requests from Pending Approval & All Open Reports

WFR-44088: The ability to approve or reject time off requests (TORs) from within the Pending Approval and All Open reports, under Manage Time > Time Off Requests.

This functionality has been available for companies who do not use Time Off Request Workflows. In this release, we are extending this functionality to companies who are using Time Off Request Workflows. The reports will now be available and users can approve or reject time off requests from these reports.

Approvals or rejections from within the reports are allowed for those time off requests that are associated to existing To Do Items of corresponding type (Vacation, Sick, etc.) for the current user. If the request is approved or rejected from the reports, the To Do Item will no longer be available to the user and the workflow will move to the next step beyond the approve/reject step.

Managers with employees assigned to them can use both reports. System administrators can approve/reject request through the All Open report only since the Pending Approval report is designed for managers/users who will receive requests from employees.   

Timesheets

The following enhancements have been added that apply to timesheets and related functionality.

Approve/Reject Options for Payroll Administrators

WFR-50697: In the October 2017 system release, when a manager or system administrator received a Timesheet Approve/Reject To Do Item via a Timesheet workflow, a Manager could click the timesheet icon, open the timesheet, and approve or reject the timesheet directly without having to navigate back to the To Do Item to perform the action. For System Administrators, they could approve or reject timesheets directly within the timesheets with the Approve button available at all times, even prior to submitting, and the Reject button available any time after the timesheet has been submitted.

With this release, we are addressing the Payroll Administrator role with regards to approve and reject functionality. A user designated in this role must have the Company Payroll Functionality setting checked within their security profile. This setting is in the Payroll (T&A) section of the Payroll tab, under Company Settings > Profiles/Policies > Security. For more details, please see the full, detailed TLM release notes for December, 2017.

Override Capabilities for Approvals & Workflows

WFR-44049, WFR-36888, WFR-49471: Managers will now be able to approve timesheets before they have been submitted, whether the approval process is handled via workflows or are handled with a non-workflow process. Managers must have override capabilities enabled, and this is done in the Manager Information widget under Company Settings > Global Setup > Company Setup. For more details, please see the full, detailed TLM release notes for December, 2017.

Timesheet Auto Population: New Options Added to Populate Absence Hours

WFR-52465: Two new options, Daily Contracted Hours and Standard Total Hours have been added to the Open Absence rule within Timesheet Auto Population profiles, located under Company Settings > Profiles/Policies > Timesheet Auto Population.

The Standard Total Hours option will populate an open absence with a schedule, providing the employee(s) have a schedule, and that Standard Total Hours have been enabled at the company level in the Work Schedules Policies under Company Settings > Global Setup > Company Setup.

The Daily Contracted Hours option will populate an open absence with the daily hours from a contract.

These settings can now also be prioritized in the list by using the directional arrows. The system will process the selected options from the top down, with those settings at the top having priority. 

Timesheet Profiles

The following enhancements have been added for Timesheet Profiles.

Conflicting Punch Restriction Rules Causing Invalid Punches

WFR-43791: Invalid punches were generated when settings within a Timesheet Profile conflicted with settings within a Timesheet Profile Rule. Consider the following example:

  • The Time Between Punches Timesheet rule was configured to restrict punches from occurring within 30 minutes of each other.
  • The Timesheet Profile, under Punch Settings, was configured so that if a time entry spanned two days, it splits the days at 12:00am midnight and generates two sets of system punches based on the day divide of midnight.
    • Result: The system flagged a punch as invalid if it occurred prior to 12:30am on the next day. For example, if an In Punch occurred at 10:00pm on the first day, and the Out Punch occurred at 12:05am the next day, even though the time span exceeds the timesheet rule’s 30 minute requirement, the midnight day divide from the Timesheet Profile setting interprets the punch segment from 12:00am – 12:05am as invalid because it falls under the 30 minute requirement from the rule.

To address such conflicts, a new Ignore Day Divide setting has been added to the Time Between Punches rule. The rule is in the On Punch category of Timesheet Profile rules, under Company Settings > Profiles/Policies > Timesheets, then selecting the View/Edit Rules button, and then clicking the Add Rule button. For more details, please see the full, detailed TLM release notes for December, 2017.

Dynamic Duration Support Added to Time Off Validation Rule

WFR-39092: In the April 2017 system release, we added the Time Off Validation timesheet profile rule. The rule is available in both the On Approval and On Save categories under Company Settings > Profiles/Policies > Timesheets and then selecting the View/Edit Rules button, and then clicking the Add Rule button. As a reminder, the below explains how the system handles these two rules. Prior to this release, Dynamic Durations were not supported, but now will be considered in the rules. For more details, please see the full, detailed TLM release notes for December, 2017.

Automatic Allocation of Hours to Secondary Cost Centers

WFR-41566: Companies will now have the option to define a new Timesheet Profile rule that will automatically move hours from an employee’s default cost center to a secondary cost center in which the employee works. For example, an employee clocks in for the day and the time allocates to their default cost center; they are then assigned to work in another area that day and they clock in to that cost center. All the time for that day should allocate to that secondary cost center.

A new Automatic Cost Center Allocation To Secondary Cost Center rule is now available within the On Save and On Punch categories of Timesheet Profiles, located under Company Settings > Profiles/Policies > Timesheets and then clicking the View/Edit Rules button and clicking the Add Rule button on the subsequent screen. For more details, please see the full, detailed TLM release notes for December, 2017.

Manager Changes to Timesheets During Timesheet Workflow Process

WFR-52801: When using a Timesheet workflow for approvals, if a manager makes an edit to a timesheet during the workflow process, the system will now set the timesheet status from Submitted to Open (Manager Made Change) and the workflow will be halted, and the timesheet will be sent back to the employee for approval. Previously, when making edits during the Timesheet workflow approval process, managers would receive a warning and the timesheet status would be changed, but the workflow continued without the timesheet being sent back to the employee.

This behavior requires that the Timesheet with Changes Made by a Manager Will Be Returned to Employee for Resubmission setting be checked within the Manager Policies widget of the Timesheet Profile, located under Company Settings > Profiles/Policies > Timesheets. For more details, please see the full, detailed TLM release notes for December, 2017.

Employees Allowed to Re-Open Timesheet During Timesheet Workflow Process

WFR-52792: In companies that utilize Timesheet Workflow, the Reopen Timesheet option is now available for employees within the Employee Policies section of the assigned Timesheet Profile under Company Settings > Profiles/Policies > Timesheets. Employees can re-open the Timesheet to the level set in the drop-down. For example, if Level (2) is chosen, an employee can Re-Open the Timesheet in Submitted, Approved (1), and/or Approved (2) statuses. After re-opening the Timesheet, the status is changed to Open, and the appropriate To Do items for Managers are closed (the workflow ends).

To Do Items: Label Changes for TOR and Overtime To Do Items

WFR- 44962: Several minor label changes have been made to Time Off Request and Overtime To Do Items. These changes were made to align the current user interface labels with the labels to be contained in our new and upcoming user interface.

  • For Time Off Request To Do Items, the Hours label was changed to Amount.
  • If the Time Off Request is a blocked day, rather than showing the details in one row, labeled Hours, the time and amount will display on two rows, labeled Time and Amount.
  • For Overtime Request To Do Items, the From and To dates will now display with the day of the week, shown in parentheses, next to the dates.

Workflows

The following enhancements have been made to Timesheet Workflow functionality and are listed below.

Auto Approve/Reject Step Availability in Timesheet Workflow

WFR-49586: Previously, the Auto Approve/Reject Timesheet step in the Timesheet workflow was only available if the company also had the Approve Individual Time Entries functionality checked in the Available Functionality widget on the company edit screen. Moving forward, this step will be available at all times within the Timesheet workflow, and dependency on the Approve Individual Time Entries function has been removed. The Timesheet workflow is accessed from Company Settings > Global Setup > Workflows and then selecting the Timesheet type.

Timesheet Workflow Join Step Option Added

WFR-49802: The Join Step in the Timesheet workflow will now contain an option to close the paths leading to the Join Step. The Timesheet workflow is accessed from Company Settings > Global Setup > Workflows and then selecting the Timesheet type. This step will now contain a new option to allow the closing of the split step paths with the addition of the Only complete pending split steps associated with this join step option. For more details, please see the full, detailed TLM release notes for December, 2017.

Bypass for Approve/Reject Step for TOR Workflow

WFR-50900: A new option has been added to the Approve/Reject step within a Time Off Request workflow under Company Settings > Global Setup > Workflows. The If recipient is missing set time off status to option has been added and contains a drop-down with options for Approved and Rejected. This new setting will automatically approve or reject an employee’s time off request if the intended approver of the To Do Item is missing from an employee’s assigned managers, but the workflow is being routed to an outside manager. The system will approve or reject the request and route the workflow to the next step. For more details, please see the full, detailed TLM release notes for December, 2017.

Approve Levels Added to Email Step in Timesheet Workflow

WFR-52397: In the October, 2017 system release, we added more approval levels to the Approve/Reject step within the Timesheet Workflow, under Company Settings > Global Setup > Workflows. In this release, we are adding the same approval levels within the Generate Email step for that Workflow. Approve Level 1-5 and Approve Level 2-5 Override options have been added in the Send Email To selections. These selections can be used to send the email step to all users/managers, or group of managers who are at a certain approval level. For more details, please see the full, detailed TLM release notes for December, 2017.

New Default Timesheet Workflows Added

WFR-51625: For companies migrating from a non-workflow timesheet approval process to a process using workflows, new default timesheet workflows will now be available under Company Settings > Global Setup > Workflows. The new default workflows replace the previous Timesheet Default workflows, and are accessed by clicking the Add Default button, and then selecting Timesheet as the workflow Type. A new prompt window will allow for the selection of the new default workflows, which includes Simple, Approve Levels, and Approve Levels (With Email Steps). Each default workflow can be edited and customized to fit company policies. For more details, please see the full, detailed TLM release notes for December, 2017.

 

HR Enhancements

The following enhancements have been added to this release.

Benefits

Multiple enhancements have been made to the Benefits functionality and are listed below.

Benefits: Vendor Website Redirect for Evidence of Insurability (EOI)

WFR-45893: EOI Provider Info has been added to Vendors Used for HR under Company Settings > Payroll Setup > Vendors to allow it to function properly and gather all the vendor information as desired. When a Benefit Plan is created with the Redirect to EOI Provider setting enabled, users can define a Vendor for the benefit, and the EOI Provider URL in the Vendor will now automatically populate a link for the Redirect to EOI Provider setting within the Benefit Plan.

Benefits: Override Functionality for Coverage Level in a Benefit Plan for EOI

WFR-45252: A new override option, Can Be Overridden By, is now available within a Benefit Plan with multiple Coverage Levels and the Use Units option disabled under Company Settings > Profiles/Policies > Benefits > Plans. Within a Benefit Change Request, a popup will now appear when overriding a Coverage Level.

Validation of Benefit Rules that Exclude Each Other

WFR-43623: WFR-43623: A new validation is now in place so that during the configuration of a Benefit Profile, the Benefit Plan Rules Plan under Company Settings > Profiles/Policies > Benefits, will no longer allow for one Benefit Plan setup as an Auto Add with another plan in which there is an exclude rule(s) to the 1st. This new validation will prevent configurations that previously caused an error to display.

Proration of Remaining Months of Benefit Plan Enrollment

WFR-14080: For companies that allow employees to enroll in benefits at any point in a calendar year, new options have been added to Benefit Plans to allow for proration of premiums based on the remaining number of months in a year, which will allow proper calculation of premiums.
For example, an employee begins employment on January 1, 2017 with an annual premium of $1200/month, or $100/month. No proration is needed since the employee began employment at the first of the year. The employee’s deduction will be $100/month for 12 months.
Another employee begins employment on March 1, 2017 with an annual premium of $1200/month. In this case, the $1200/year should be collected. With the new proration methods, the system will collect $1200/10, or $120/month.

*For additional details, please see the full, detailed HR Release Notes for December 2017.

HR Actions: HR Scheduled Event and HR Action

WFR-42906: WFR-42906: The ability to include HR Actions as Steps in Workflows has been further enhanced with the ability to include Hire Actions as Workflow Steps. After an HR Hire Action is executed in a Workflow, the Hire Action request appears in the To Do list of the user chosen from the To Be Initiated By drop-down list.
The When drop-down list controls when the HR Action Request will appear in the designated user’s To Do List.

I-9 Form: Date Fields Marked as N/A in PDF Where Required

WFR-53217: Date fields are now automatically marked as N/A (text) in the downloaded PDF in cases where required.

I-9 Form: Un-verify Option for I-9

WFR-33353: A new Un-Verify option is now available for I-9 Forms that are either in a Verified (External) or Verified (Online) state. The Un-Verify option is not available for forms that are in a Verified (E-Verify) state. In addition, the Un-Verify option will only be available for the latest version of the I-9 Form and will not be available for older versions.
The Un-Verify option has been added to allow users to utilize receipts for an I-9 and mark it as verified externally, then to Un-Verify it when the official documents are received, allowing it to be sent over to E-Verify afterward as desired.

Performance Management

Multiple enhancements have been made to the Performance Management functionality and are listed below.

Performance Management: Mark Goal Notes as Unread

WFR-48617: WFR-48617: Goals that have been marked as Read can now also be updated to Unread using the MARK AS UNREAD option under My Employees > Performance Management > Performance Development.
Only the User who originally marked the note as Read can update it to Unread. When a note is marked as Read, the X option to delete the note that is available when a note is Unread is no longer available.
The MARK AS READ action is tracked and included within the Goal Audit.

Performance Management: Employee Sign Step in Performance Review Workflow Updated

WFR-45111: Within the Employee Sign step of a Performance Workflow, the On Canceled action step will now allow companies to rename the cancel button displayed to employees in their To Do Item list. This will allow customization of the Cancel button name, if the default name is not appropriate. For example, you may want to change the button name from Cancel to I Refuse to Sign.

Performance Management: Reviewer Rating on Summary Tab

WFR-49218: Reviewers can now navigate directly to the Summary tab within a Performance Review under My Employees > Employee HR Maintenance > Performance Reviews and override his/her Rating. Reviewers are no longer required to fill in at least one Rating on the Entry tab; they can skip all entries if desired and just enter an override.

Performance Review: Performance Review Ratings for Core Values, Company Competency and Company Goals

WFR-22503: Users can now configure a list of values tied to Company Competencies, Company Goals, and Core Values in Performance Review Profiles under Company Settings > HR Setup > Performance Review > Review Profiles. This feature allows users to specify the appropriate list of Ratings applicable to a certain section in the Performance Review. For example, if only 2 Ratings apply to Core Values and 5 Ratings apply to Company Goals, this feature allows users to configure and assign the correct list of Ratings for each section.
NOTE: Ratings will automatically update the main Ratings list if they are selected but not yet on that Performance Review Profile.

Performance Reviews: Mass Finalize Performance Reviews

WFR-47387: Users with the appropriate security settings are now able to Mass Finalize Performance Reviews for employees under My Employees > Performance Management > Performance Reviews Finalize > Mass Finalize. Users with the appropriate security settings can also Mass Sign As Finalizer or Mass Reject Performance Reviews using the respective options.
A new item, Performance Mass Finalize, should be enabled in the new section Performance Management Functions on the HR tab of the Security Profile for the users who should be able to Mass Finalize Performance Reviews.

Position Management

Multiple enhancements have been made to Position Management functionality and are listed below.

Employees: New Assignment To Positions Widget Added to Employee Accounts

WFR-50081: Previously, the only place to see which positions an employee was assigned to was within the Positions themselves. We have added a new Assignments To Positions widget to employee accounts, accessed under My Employees > Employee Information.
The widget can be added by clicking the Edit Tabs link and dragging the widget into the desired tab and then saving. Once added for one employee, it will be added for all employees for which the user has access. Columns can be added and removed via the Select Columns link in the widget. The information displayed will be as of the selected Effective As Of date or will display All positions assigned to the employee (based on selection and the user’s Security Profile).

Group Permissions: Position Management

WFR-46012: When a System Administrator disables the Position Management functionality for a Company, all the Position Based Security Groups no longer display in the application for the Company. All access rights granted to users by these groups are then revoked.
If an administrator later re-enables the Position Management functionality for the Company, all the corresponding Position Based Security Groups are again visible in the application for the Company. All access rights granted to users by these groups are then restored.
Groups are accessed under Company Settings > Global Setup > Groups > Edit.

Group Permissions: Employee Termination

WFR-45990: When an employee assigned to a position is terminated, they will no longer have access to see any Subordinate Positions, and anyone in a Reports To Position will no longer see the terminated employee. The following behavior will occur upon termination:

  • When an employee is terminated, all active assignments on the respective positions will end according to the termination date.
  • When an employee is terminated before future assignments are activated, all future assignments on the respective positions will be deleted/removed automatically.
  • When an employee is terminated “today” with a termination date in the past, the employee will be removed from all Position Based Security Groups.

For example, if the system local date is later than the termination date, and the termination date is 10/25/17, this becomes the last day in the position(s). From 10/26/17, the employee is no longer associated with the company and all position related group permissions are revoked.

Imports: Position Management Imports Added

WFR-49484: WFR-40309, WFR-53140: Two new imports for Position Management have been added under Company Settings > Imports > HR that will allow for the importing of Employee Assignments and Position Budgets.
The import template for these options is now available under Company Settings > Imports > Overview, in the HR category. Under this category are templates for Employee Position Assignments and Position Budgets. These templates can be filled out, saved, and then used to import the data by using the options under Company Settings > Imports > HR.
Users can utilize the Employee Position Assignments import to assign employees to existing Positions. This import will always create a new assignment. If a pre-existing assignment needs to be edited, it should be updated on the position itself.

Imports: Validations for Employee Position Assignments Import

WFR-52164: Similar validations are now performed when creating assignments using the Employee Position Assignments import as those that occur when manually assigning Positions to an employee via Positions under Company Settings > HR Setup > Positions.
The validations performed are the same, where the messages vary slightly. When assigning one employee to one Position at a time, the user will view the dates and the amount by which the budget is exceeded, depending on the user's Security Profile and settings. When running an import for multiple employees into multiple Positions at a time, the user will not be presented with the same level of detail for each assignment, in which case the budget may be exceeded.

Imports: Position Budget Import

WFR-49487, WFR-53406: Companies with Position Management enabled can now import updates for all Positions to correspond with Annual/Quarterly budgets using the Position Budget import template under Company Settings > Imports > Overview, in the HR category.

WFR-53176: The Instructions tab of the Position Budget import template under Company Settings > Imports > Overview, in the HR category has been updated with the appropriate specifications for the import.

Positions: Position ID for Positions

WFR-47406: The system now automatically assigns a unique, eight-digit numeric Position ID for each Position created under Company Settings > HR Setup > Positions. The Position ID can be used as a unique identifier for each Position.

Positions: Active Position Column Added to Other Positions Of Employee Report

WFR-50221: From Company Settings > HR Setup > Positions, when clicking the Edit icon for a position, the configuration page will contain an Employees Assigned To The Position widget. If an employee has been assigned to multiple positions, they will display in this widget. When clicking the Edit icon for an employee in this widget, the resulting pop-up will display the Other Positions Of Employee section.
A new default column has been added to this section, named Active Position. By default, this column will display the employee’s active position and marking it with Yes. The column contains a drop-down to change the view to All, No or Yes, and by clicking the Refresh Data icon, the view will update with the selection.
This same Active Position column will also be available on the Assign Employee pop-up when assigning an employee by using the Assign Employee button from within a selected position.

Positions: Column Labels Renamed in Position Budget Widget

WFR-52281: The following column heading names were renamed within the Position Budget widget, located under Company Settings > HR Setup > Positions, and then viewing a Position. The new column labels are shorter and more succinct.

1 The Allow Exceed Budgeted FTE column was changed to Exceed FTE.
2 The Allow Exceed Budgeted Amount column was changed to Exceed Amount.

When clicking the View Budget History icon, the new column names will also display in the Budget History page.

Positions: Position History Added

WFR-49848 & WFR-49867: Position history functionality has been added to Positions. A new Position History button is now available within existing and newly created positions under Company Settings > HR Setup > Positions.
When clicked, the Position History report will open. Within this report, you can select a time period and view the actions taken for the selected position. The report acts as a type of audit report for crucial data that has been changed or updated for the respective position. If an employee is deleted from the system, the records for that employee will no longer display in the report.

The Employee Assignments setting in the Position Management section on the HR tab of security profiles will allow companies to set restrictions on viewing compensation information in the Position History report. Profiles are located under Company Settings > Profiles/Policies > Security.

*For additional details, please see the full, detailed HR Release Notes for December 2017.

Positions: Position Assignment History

WFR-47751: WFR-47751: Users are now able to track and view respective Position Assignment row history by selecting View Assignment History from the Employees Assigned To The Position widget on the Positions page under Company Settings > HR Setup > Positions.

Users can view the Date/Time the data was modified and by whom for the respective assignment, as well as additional assignment data within the Assignment History data such as the Start Date, End Date, Total Position Comp, Assigned FTE.

Positions: Budget History Added

WFR-49831: Position Budget history functionality has been added to Positions within the Position Budget widget under Company Settings > HR Setup > Positions. A new View Budget History icon is now available for each entry within the widget.

When clicked, the Budget History report will display and will show respective budget row updates for a Position. The gear icon will display the system standard report options, such as Save Settings and Select Columns. Additional columns of Position ID and Position Name are available to be added to the report. 

Restrict Amount Columns in Assignment and Budget Histor

Restrict Amount Column in Budget History

WFR-48348: When the Positions permission within the Security Profile is set to View (w/o Amount) in the Position Management section on the HR tab, and the user is assigned to this security profile, the user is not able to view the Total Amount Per Year column when the user selects the View Budget History icon within the Position Budget widget under Company Settings > HR Setup > Positions.

Restrict Amount Column(s) in Assignment History

When the Employee Assignments permission within the Security Profile is set to View (w/o Amount) in the Position Management section on the HR tab, and the user is assigned to this security profile, the user is not able to view the columns listed below when the user selects the View Assignment History icon within the Employees Assigned To The Position widget under Company Settings > HR Setup > Positions.

  • Annual Position Base Comp
  • Annual Position Supplemental Comp
  • Total Position Comp
  • Annual Budgeted Total Comp

Positions & Jobs: Allow Override Checkboxes Added/Removed

WFR-46586: When Position Management is enabled in a company, the Allow Override At Employee Level checkboxes for the Defaults on the Jobs screen, except for EEO Classification and Pay Type, are no longer enabled under Company Settings > HR Setup > Jobs. The override capability will be available from the Positions under Company Settings > HR Setup > Positions instead of from the Jobs.

Positions: Passing Defaults from Jobs to Positions

WFR-46025: When a Position is created or updated under Company Settings > HR Setup > Positions, and a Job is selected for the Position, the defaults from the selected Job will be auto-populated for the Position. This population will save user’s time by not having to enter all the Position defaults manually. The fields for the defaults will remain editable for the Position so values can be adjusted as needed. The behavior will be slightly different when creating a new Position versus editing an existing one.

*For additional details, please see the full, detailed HR Release Notes for December 2017.

Positions: Passing Defaults from Positions to Employees

WFR-46738: When a Position is updated under Company Settings > HR Setup > Positions, changes to the Defaults for Jobs, Cost Centers, Default Profiles, and other Defaults will be passed to the employees with the Assignment(s) marked as Primary. In addition, the Position must be Active, and the Assignment must be effective as of the current date. Upon saving the changes to the Position, a warning message will display to inform users that the changes will impact employees.

Defaults: Passing Defaults to Employees

With the addition of Profiles and additional fields to the Job screen, as well as on the Positions screen, new logic has been added for how the defaults are applied to employees in different scenarios and through multiple methods of editing.

The Allow Override At Employee Level checkboxes have been added to each default screen. These checkboxes will determine whether a user can override a defaulted value at the Employee level and whether a field will be enabled or not on the Edit Employee screen. For example, if the Allow Override At Employee Level checkbox is not checked for the Training Profile, any employee assigned to the Job/Position cannot have the Training Profile adjusted at the employee level, and the Training Profile field will appear greyed out/disabled.

*For additional details, please see the full, detailed HR Release Notes for December 2017.

Defaults: Defaults for the Employees on Position Management

WFR-50770: When Position Management is disabled for a Company, all Employee data remains consistent with the settings specified on the employee’s Job. If a Job is assigned to an Employee, and the Job does not allow overriding some of its defaults, the corresponding fields for the Employee will reflect the same values as for the Job. The defaults from the Job are applied to the employees based on the Allow Override At Employee Level checkboxes on the selected Job.

If Position Management is later turned on for the Company, all Employee data remains consistent with the settings specified on the employee’s effective and Primary Position. If an Employee is assigned to a Position, both effective and Primary, and the Position does not allow overriding some of its defaults, the corresponding fields for the Employee will reflect the same values as for the Position based on the Allow Override At Employee Level checkboxes.

Reports: New Menu Option in My Reports for Position Management Reports & Security Settings

WFR-49579 & WFR-49666:  A new menu option, Position Management, is now available under My Reports > HR > Position Management. This menu option houses the reports related to Position Management.

Security
Companion security settings are available to give or deny users access to these reports. The settings are located on the Reports tab of security profiles within the Position Management Reports section. Security Profiles are located under Company Settings > Profiles/Policies > Security.

Employees Missing Primary Position Report
WFR-49703: A new Employees Missing Primary Position report is available within the My Reports > HR > Position Management menu. The report will show all employees who do not have a primary position assigned. The report allows for a date selection of the data shown.

If an employee has been assigned to position that is not designated as primary, the position will display under the Positions column as a hyperlink. This link can be clicked, which will open the position and the employee’s assignment can be viewed in the Employees Assigned To The Position widget, as shown in the example below.

Exceptions for Reports-To Position
WFR-50080: A new Exceptions for Reports-To Position report is available within the My Reports > HR > Position Management menu. This report will show any Position which has a direct reporting relationship to another Position that is either vacant or inactive. For example, if Position A reports to Position B, but Position B is either inactive or vacant, the data will display on this report. Ideally, no Positions will display on the report as it is intended for audit purposes. The report allows for a date selection of the data shown.

Position Headcount Detail
WFR-49369: A new Position Headcount Detail report is available within the My Reports > HR > Position Management menu. The report will show all positions and list details for the positions, including how many employees are assigned to each position. Under the Position Name column, the names are hyperlinked and can be clicked to open that position. The report allows for a date selection of the data shown.

Position Headcount Summary
WFR-49669: A new Position Headcount Summary report is available within the My Reports > HR > Position Management menu. The report will show all positions and list many of the same details for the positions as the Position Headcount Detail report, except for how many employees are assigned to each position. Under the Position Name column, the names are hyperlinked and can be clicked to open that position. The report allows for a Starting From/End date selection of the data shown.
This report allows users to see the numbers on a month-by-month basis as well. For example, if 09/01/2017 is selected as the Starting From date, rows for September, October, and November will display for each position.

Questionnaires: Behavior for Duplicate Multi Choice Answers for Questions

WFR-48473: When defining multiple choice questions for a questionnaire under Company Settings > HR Setup > Form Questionnaires, the system will now validate duplicate answers when the user is configuring questions. Upon clicking Save, duplicate answers will not be saved.
A note will display within the Answer Widget to remind users that answers must be unique and duplicate answer will not be saved.

 

Recruitment

The following enhancements have been added for Recruitment/Talent Acquisition.

Employee Page When Employee Experiences a Knockout from Questionnaire

WFR-50986: Previously, employees were receiving a Security Violation when they answered a Questionnaire question with a Knockout answer. Moving forward, employees will be redirected to the Our Company > Search For Jobs page.

Color Customization Available for Applicant Knockout

WFR-48140: Companies can now customize the colors for Knockout Color and Marginal Color through a color chooser. This is in the Applicant Knockout Configuration section under Recruitment > Configuration > Configuration. The color selections will display within the Job Applications report under Recruitment > Job Applications and within the Applicant Questionnaires report under Recruitment > Applicant Questionnaires. 

Knockout Functionality: Reapply Message Configuration Setting in Form Questionnaire

WFR-49710: Users can now configure a Custom Reapply Message in a Form Questionnaire under Company Settings > HR Setup > Form Questionnaires, in the Knockout Message Configuration section. If a Knockout Applicant attempts to reapply for the same job, the custom Reapply Message appears.

For a new Form Questionnaire, the Reapply Message field is blank. If left blank, the default Reapply Message from within the Applicant Knockout Configuration section under Recruitment > Configuration > Configuration will display.

Knockout Functionality: Additional Conditional Question Disabled with Knockout

WFR-47531: When a question has been marked as Knockout, users are not able to configure additional conditional questions. If Knockout is enabled, the Add New Question option is hidden under Company Settings > HR Setup > Form Questionnaires.

Security: Add New Training/Certification with Add/Delete Permission

WFR-48869: Users with an assigned Security Profile with the Add permission enabled for the Training/Certifications item in the Employee section on the ESS tab can now add a new Training/Certification course to their own profile, and can also add history to that or other courses. The Add setting controls the ability to add courses or history which then can be edited, and the View/Edit permission controls the ability to Edit history.

Succession Planning

The following enhancements have been added for Succession Planning. As a reminder, Succession Planning is part of Performance Development.

Configuration: Description Added to Performance Metric

WFR-49739: WFR-49739: In the last system release, descriptions were available for all metrics except Performance. In this release, we have added a description for the Performance metric, under Company Settings > HR Setup > Succession Planning.
This description will also display when adding and then editing the Performance metric to a Succession Planning profile under Company Settings > HR Setup > Succession Planning.

Plans: Importing Succession Plans

WFR-44764: A new Succession Plans import template has been added to the HR category under Company Settings > Imports > Overview. The template can be downloaded, and Succession Plan data can be added to the template and then imported back into the system under Company Settings > Imports > HR > Employee Succession Plan.
Importing of Succession Plan data will also be supported via Middleware imports.

Plans: Deleting of Succession Plans

WFR-50542: All Succession Plans assigned to an employee can now be deleted except for the current plan. Deletion will be available from the Account Succession Plans widget, under My Employees > Employee Information, and from the Succession Plans report under My Employees > Employee HR Maintenance > Succession Planning. Users will receive a confirmation warning when deleting a plan.

Plans: Mass Adding of Succession Plans Progress Bar

WFR-53054: A progress bar is now available when users perform Mass Creation of Succession Plans. The progress bar informs users that the Mass Creation is in progress.

Plans: Viewing Statistics for Addition of Succession Plans

WFR-50133: Users can now see how many Succession Plans were created and how many attempted creations failed when adding Succession Plans to employees under My Employees > Employee HR Maintenance > Succession Planning > Add New Succession Plans.

Plans: Editing Succession Plan History

WFR-49293: Users will now the ability to edit Succession Plan history for employees. Within the Account Succession Plans widget in Employee Information, edit icons have been added for each plan in the widget.
When clicking the Edit icon in the Account Succession Plans widget, the plan details will open and can be edited according to user permission. Within this view, the History widget entries will also contain Edit icons, allowing further editing. When clicking the Edit icon in the History widget, plan details can be edited.

Additionally, the Succession Plans Report under My Employees > Employee HR Maintenance > Succession Planning will now also allow editing for the employee. When clicking the Edit icon, the employee’s Succession Plan will open for editing. 

Plans: Configure Metrics Columns Widget in Reports and Widgets

WFR-50163: A new feature, accessible via the Settings gear icon, now allows users to configure metrics columns displaying in Employee Succession Plans. This is available within the Account Succession Plans widget under My Employees > Employee Information. This option is also available in the History widget, which is accessible after clicking the Edit icon for a plan in the Account Succession Plans widget which will navigate to My Employees > Employee HR Maintenance > Succession Planning.

Profiles: Succession Profiles Added to Required Profiles in Company Setup

WFR-50462: Succession Profiles have now been added as an available required profile in the Required Profiles section of the Account Policies widget under Company Settings > Global Setup > Company Setup. When checking the profile to be required, it will become a required field when creating new employees. 

Profiles: Succession Profiles Added to Profile Defaults in Company Setup

WFR-50461: Succession Profiles have now been added as an available default profile in the Profiles section of the Default Profiles widget under Company Settings > Global Setup > Company Setup. When adding a profile here, and then creating new employees, this profile will auto-populate the Profiles widget in the employee account.

Profiles: Mass Adding Default Metrics to Existing Succession Profiles

WFR-46690: The ability to add default metrics to one or more existing Succession Profile(s) is now available. This can be done from the Succession Profiles report under Company Settings > HR Setup > Succession Planning by checking one or more existing profiles in the report, then selecting the new Mass Add New Metric button.
After clicking the button, a pop-up will display where a new metric can be selected. After clicking Add, the selected metric will be added to the selected profiles. This can be repeated as many times as necessary to add multiple metrics to profiles.

Profiles: Deleting of Metrics Disallowed When Profile in Use

WFR-49291: Once an employee has been assigned a Succession Profile in Employee Information, and a Succession Plan has been created for that employee in the Account Succession Plan widget, also under Employee Information, any metrics assigned to the profile will not be able to be deleted once the plan is created for the employee. If editing the profile under Company Settings > HR Setup > Succession Planning > Succession Profiles, the delete button will no longer be available once a plan has been created. Any metrices added after a plan has been created/added to an employee can be deleted.

Profiles: Adding Employee Perspective Scores to Profiles

WFR-51523: For companies who have enabled and are using Employee Perspectives functionality, the scores can now be included in Succession Profiles, as configured under Company Settings > HR Setup > Succession Planning > Succession Profiles. The User Perspectives Score checkbox will enable the use of scores within employee plans.
NOTE: This setting will display, but will be inactive, unless Employee Perspectives functionality is turned on the company level. An Info icon will display to inform users. After enabling the Use Perspectives Score checkbox, the Perspectives Overall Score will be available within Succession Plans. The gear icon next to the field will allow for the selection of a date range for the perspectives score.

Profiles: PDF Download of Succession Profile in Employee Information

WFR-50452: An employee’s assigned Succession Profile can now be downloaded in PDF. This is done by clicking the Download PDF button in the Employee Information page, then selecting Succession in the Profiles section of the To PDF pop-up list, and again clicking the Download PDF button in the pop-up window.

Succession Charts: New Charts Added to Dashboard

WFR-44769: New charts are now available to be added to the Succession Charts widget for employee dashboards. The new charts represent Succession Planning fields, which allows managers to visually see their team and their organization’s status in various aspects of Succession Planning.
Previously, this data had to be configured through only the Talent Matrix Widget settings within the dashboard. Now, within the dashboard, you can pull in the Succession Charts widget, then configure the widget with the charts listed below.

  • Employee History Graph – User can select multiple metrics per chart
  • Metric Bar Chart – User can select multiple metrics per chart
  • Metric History Graph – User can select one metric per chart
  • Metric Pie Chart – User can select one metric per chart
  • Talent Matrix Chart - User can select one metric per X and Y Axis, per chart

Succession Charts: Information Icons and Custom Titles in Charts

WFR-51630: For users with permission to view/edit the charts in the Succession Charts dashboard widget, information icons are available which contain information about each chart type. The charts are accessed by clicking the gear icon for the widget. In the Type drop-down, select an option, then hover your mouse over the icon to display the description about that selection.

WFR-51629: Also within the charts configuration, a title can now be entered for each chart, in the Title field. For example, if selecting the Type as Employee History Graph, you might want to add a title by the same name in the Title field. The field will support very long titles, and capitalization of the words.

Succession Charts: Employee Filtering Based on Profile Selection

WFR-51777: When creating charts for the Succession Charts widget of employee dashboards, employee selections will be based on an employee’s assigned Succession Profile. For the Employee History Graph chart configuration, managers may select an employee and the Succession Profile assigned to the employee will auto-populate the Profile field. If the selected employee does not have a profile assigned, a message will display informing the user that the selected employee does not have a profile assigned. Since this is a required field, saving of the chart configuration will not be allowed until another employee with an assigned profile is selected.
For all other chart types, when a manager selects a Succession Profile, only those employees assigned to that profile will display in the Employee lookup when selecting employees.

Succession Charts: Employee Pop-Up List for Charts

WFR-47050 & WFR-50852: Within the My Dashboard widget for managers, the Talent Matrix Chart, Metric Bar Chart and Metric Pie Chart all display numbers related to employees that fall within the defined metrics. The numbers that display within these charts have been updated to allow managers to view the employees that fall within those metrics and then click and view the Succession Plans for employees identified in pop-up list.

*For additional details, please see the full, detailed HR Release Notes for December 2017.

Succession Charts: Changing Colors of Talent Matrix Charts

WFR-50557: Users will now have the ability to customize the colors within the Talent Matrix chart within their Succession Charts dashboard widget. A new Color Editor Mode button has been added to the widget. When clicked, if the Talent Matrix chart has been added to the widget, refresh icons within each square will activate.

NOTE: This button is only available when the Talent Matrix chart is added to the widget.

Clicking one of the refresh icons will open a Colors Palette pop-up where a different color can be selected for that box. For reference, the Colors Palette selector will show the default theme colors used in the Talent Matrix chart, as well as the default color themes used throughout the various other charts of the Succession Charts widget. Any color can be selected and the box will be updated accordingly. When the color chooser is active, the Reset Defaults button will display to restore the colors to their original palette. Clicking the Color Editor Mode icon or Refresh will save the color and deactivate the color selector.

Succession Charts: Performance Metric Integration and Maximum Percentage

WFR-50877: Succession Plans containing a Performance metric value originating from Performance Reviews have now been integrated and are available in the Metric Pie Chart, the Metric Bar Chart, and the Talent Matrix Chart within the Succession Charts widget of employee dashboards when adding the Performance metric.
Performance values pulled from the Performance module when using the Performance metric within the Employee History Chart and Metric Statistic Chart will display a maximus percentage of 100%.

Succession Charts: Employee Perspective Scores Available

WFR-51712: For companies using Employee Perspectives functionality, the system can now pull the overall employee score (not the individual scores from multiple bands) and display in the Succession Charts of employee dashboards. The profile assigned to employees contains a setting to enable perspectives scoring, and when checked in the profile, the Perspective Score metric will become available within chart configuration. When selected for a chart, the employees’ overall perspective score will display in the charts.

*For additional details, please see the full, detailed HR Release Notes for December 2017.

Reports: Employee Headcount

WFR-1359: A new report, Employee Headcount, is now available under My Reports > HR > Employee Headcount. This report can be used to identify how many employees were in each selected status as of a specified date using the As Of Date and Employee Statuses filters.

Workflows: Workflow for Hiring Stages

WFR-17249: A new workflow, Hiring Stage Change Request, is now available for users and can be linked to specific Application hiring stages. This allows users to utilize Workflows to help manage Job Applications and the hiring process, which was previously a manual process. To Do's are generated from within Workflows with Steps/Actions that move Applications through the stages of hiring.

The workflow can be set to Approve Automatically. It can also be used to send emails to the Applicant or certain employees, such as the Hiring Manager or Recruiter for the Job Requisition, when a change occurs to an Applicant’s Hiring Stage.

The Applicant Hiring Stage Change Request Workflow allows an Applicant’s record to be edited via a Modify step. This allows users to schedule an interview, send an Applicant a Communication Template, change a status, or populate a rank, all from within the workflow process.

Lastly, this workflow can have nested HR Actions and Checklists to help automate the onboarding process.

 

Payroll Enhancements

The following enhancements have been added to this release.

New! Upcoming Optional Ohio Courtesy Withholding Functionality

Beginning with payrolls dated on or after 01/01/2018, optional Courtesy Withholding for Ohio local taxes will be available in the application for employers who choose to withhold these taxes.

For employees who reside in one city and work in another, the employees may be responsible for local taxes for both cities. Courtesy Withholding is an optional benefit in which employers collect a local income tax from employees who live in another city. Through Courtesy Withholding, employees do not need to pay local taxes separately since the employer deducts the amounts and pays them on behalf of the employee. While the payment of local taxes may be mandatory for the employee, Courtesy Withholding remains an option for the employer.

In addition, the Resident and Non-Resident taxes will no longer be combined in the tax filing exports. Entries for Resident and/or Non-Resident Ohio local taxes will be reported separately depending on whether employers have elected to have courtesy taxes withheld from their employees. The appropriate mapping codes have already been communicated to all tax filing vendors.

ACTION REQUIRED: It is imperative to review the Courtesy Withholding checkbox on the Ohio local City tax codes for employees in Ohio.

The Taxes report under My Employees > Employee Payroll Maintenance > Taxes will display a listing of all employees’ tax jurisdictions. This report can be filtered using a Tax Type of City and a Tax State of Ohio to help identify employees with an Ohio local City tax. The column Courtesy Withholding can be added to this report via Select Columns to view the status for each employee.

If a company wishes to utilize Courtesy Withholding, the box should be checked as shown in the screen shot below. If Courtesy Withholding will not be used, the box should remain unchecked.

Audit Report: Show Deduction Name, Not Just Deduction System ID

WFR-47255: Audit reports now display deduction names instead of System IDs in the Object column. The System ID, which was previously displayed in the object column can now be optionally added to the reports.

Allow W2 Delivery Overrides on the Cost Centers

WFR-29550: W2 delivery policies can now be overridden at the Cost Center Level. This new feature enables users to deliver W2s to different printers based on employee default Cost Centers. To enable this functionality, the Delivery Policies must be created for each of the Cost Centers that will receive W2s and Delivery Policy Overrides must be enabled for the Cost Centers. For more details, please see the full, detailed Payroll release notes for December, 2017.

Columns Added to GL Reports

WFR-24991: Additional Pay Statement and Manual Check columns can now be added to the GL reports. The new columns have been added at the client level to the General Ledger (Summary) report and General Ledger (Summary) Enhanced Accruals report under My Reports > Payroll. At the Admin level, the new columns are available in the General Ledger and General Ledger Enhanced Accruals reports under Reports > Payroll Reports. For more details, please see the full, detailed Payroll release notes for December, 2017.

Earnings System ID Added to Earnings Code Reports

WFR-49745: A new System ID column can now be added to the Earnings Code report under Home > Company Settings > Payroll Setup > Earnings Codes. The column can be added to the report by clicking on Select Columns, searching for System Id and clicking on the arrow to include the System Id column in the Selected Columns.

Employee Information Download PDF: Remove ER Portion of Deductions

WFR-43984: New options allow the EE portion of deductions, ER portion of deductions or both to be selectively included in PDFs that are downloaded from the Employee Information screen. The new options are available on the Print Settings page, which appears after employees have been selected from My Employees > Employee Information page and Download PDF has been selected from the drop-down options under the Utilities button.

Full Access Added as a Selectable Column on Security Profile Listings

WFR-49070: The Full Access column is now available in the Security Profile listings. This column indicates whether a Security Profile enables access to all system functionality. The new column is available in the Security Profile listings under Company Settings > Profiles/Policies > Security. To add the column, navigate to that report, click on Select Columns, enter “Full” in the Search box and click on the arrow to add it to the report. Once added, the report will display a “Y” for any Security Profiles with Full Access enabled. Admin users can also access the new column in the Security Profile listings under Maintenance > Companies > Client Resources > Global > Security Profiles and Maintenance > Admin Company > Configurations > Security Profiles.

General Ledger: Cost Center List in the GL Override Filter Options

WFR-8075: When creating a GL override under Company Settings > Payroll Setup > General Ledger > Settings, users now have the option to add a filter using Cost Centers by selecting GL: Cost Center, GL: Cost Center (Filtered), or GL: Cost Center (List). For more details, please see the full, detailed Payroll release notes for December, 2017.

IRS Form 8027 Updates

WFR-51055: When users select Hours Worked as the Allocation Type for line 7a of the Additional Fields section in an 8027 form and enter a value greater than 200, they now see a clear error message. The error message now reads “Could not save. Average Hours Worked must be less than 200. Please fix all errors and try again.”

WFR-51161: The IRS released Form 8027 for 2017 and instructions. No changes are required for the form, other than an update of the date. The 2017 IRS Form 8027 can now be created successfully within the system.

MasterTax: 3PSP Master Tax RTS File Changes

WFR-51441: Employee income tax liabilities are paid by the 3rd party for 3rd Party Sick Pay amounts, so moving forward, the FIT, SIT, SDI, and Local taxes are suppressed from the MasterTax RTS File for 3rd Party Sick Pay type Pay Statements. FICA and MEDICARE are also excluded from the MasterTax RTS File.

FIT, FICA, MEDICARE, SIT, SDI and Local wages in the 500 rows of the RTS File are not suppressed for 3rd Party Sick Pay type Pay Statements.

NOTE: The 4th quarter RTS W2 records are not impacted by this change.

QuickBooks (IIF) v1 Advanced Export Pay Statement Filter

The data sent in the QuickBooks (IIF) v1 Advanced System Data Export can now be filtered by Pay Statement Type. The filter can be configured in the Extra Settings widget when creating or editing the System Data Export. For more details, please see the full, detailed Payroll release notes for December, 2017.

Quarter and Year End Processing Enhancements

Amendment File Option for the ADP Tax Export Added

WFR-49347: Amended quarterly tax returns can now be filed with ADP. The amended files can be created from Manage Payroll > Manage Payrolls > View All Tax Export Files > Tax Export Quarterly Processing. For more details, please see the full, detailed Payroll release notes for December, 2017.

2017 CF/SF Program Updates

WFR-34745, WFR-48383: The list of states participating in the Combined Federal / State Filing (CF/SF) program has been modified for 2017. States that participate in the Combined Federal / State Filing program are shown in the 1099 widget on the Payroll tab under Company Settings > Global Setup > Company Setup. Any states that participate in the CF/SF program are included in the list with a checkbox available next to the state’s name. Checking the box enables an eFile to be generated for submission to the IRS during year-end processing. For more details about state participation, please see the full, detailed Payroll release notes for December, 2017.

2017 EFW2 Updates

The EFW2 export files now include the Box 12 Code FF money field, Permitted Benefits Under a Qualified Small Health Reimbursement Arrangement. The new field has been added to the RW Employee Record in positions 474-484 and the RT Total Record in positions 400-414.

2017 Intuit W2 Data Export

WFR-48599: An export of 2017 W2 data can now be generated for upload to Intuit. With the Intuit W2 and Year End W2 File Generator Marketplace products enabled, companies can generate a file that can be uploaded to Intuit from the Send Intuit W2 file process step during year end processing. Enabled Marketplace products can be viewed under Our Company > Marketplace. If the Intuit products are not enabled, Admin users can enable those products on the Marketplace tab of the Company Information page for the client. The Send Intuit W2 file step can be added by Admin users to the company’s Year End Process in the Business Process Steps widget on the Main tab of the Company Information page for the client. For more details, please see the full, detailed Payroll release notes for December, 2017.

Separate Recalculation of W2s and 1099s on Quarter and Year End Processing Screens

WFR-48962: The W2 and 1099 recalculation steps in year-end or quarter-end processes can now be executed separately. In the past, W2s and 1099s could only be recalculated in a single combined step. Users now have the option to recalculate only W2s, only 1099s or both. The new steps can be listed separately in the Quarter and Year End Processes.

Year End Processing 1099 Enhancements

WFR-49338: Several enhancements have been added to simplify year end auditing of 1099 data for employees who receive wages from multiple states. For more details, please see the full, detailed Payroll release notes for December, 2017.

System ID Column Added to Labor Distribution Reports

WFR-53531: A System ID column can now be added to all Labor Distribution reports. The System ID column uniquely identifies each line item in the report. The column can be added to the reports by clicking on Select Columns and choosing System ID. Once added, the column can be used to sort and filter data in the report. For more details, please see the full, detailed Payroll release notes for December, 2017.

Wyoming Worker’s Compensation Codes and Workers Compensation Rates

WfR-19835: In compliance with the State of Wyoming’s requirements to tax Workers Compensation at different rates for different jobs, the system now supports the association of multiple Workers Compensation tax rates for the state of Wyoming, based on Wyoming tax codes. Employees can be designated a Default Workers Comp Code on the Employee Information page under My Employees > Employee Information, Payroll Tab. For more details, please see the full, detailed Payroll release notes for December, 2017.

Vendor Payments Included in the Recap/Funding Report Prior to Finalization

WFR-49203: Vendor payments are now included in the Payroll Recap & Funding report, prior to payroll finalization. Vendor payments can be seen in the report after payroll is closed, submitted or finalized. The Payroll Recap & Funding report is available in the Payroll Recap Funding link in the View Payroll step of the Payroll Prep Process, in the Payroll Quick Links, or directly under My Reports > Payroll > Payroll Recap & Funding. For more details, please see the full, detailed Payroll

 

Scheduler Enhancements

The following enhancements have been added to this release.

New! Workload Manager Added to Scheduler

A new Scheduler feature named Workload Manager is now available. This tool allows customers to input business transactional data or metrics by cost center and time of day, and automatically determine workload coverage needs. A workload conversion feature maps the business transactional data or metric to the appropriate skill(s) required for that time and cost center. This workload coverage can then be used to create shifts to which employees can be accurately and efficiently scheduled to meet business needs.

A separate user guide has been created to explain how to configure and use this functionality.

The guide is named Scheduler Module Workload Manager and will be located under the Scheduler User Guides category from your usual document paths.

  • Partners Document Path: Distribution > Tools > Download Documents
  • WFR Customers Document Path: Our Company > Service Provider Documents

 Company Setup: Ability to Set a Default Scheduler Profile

WFR-49346: Default Scheduler Profiles can now be applied in Company Setup to allow a default profile to be assigned when creating new employee accounts in the system. This is set within the Defaults tab of Company Setup, located under Company Settings > Global Setup > Company Setup, and a default Scheduler Profile can be added to the Profiles section of the Default Profiles widget.

Additionally, within the Required Profiles section of the Account Policies widget under the Global Policies tab of Company Setup under Company Settings > Global Setup > Company Setup, a Scheduler Profile option is now available to require that a Scheduler Profile be applied to newly created employee accounts.

Constraints: Support for Actual Recorded Time for Daily/Weekly Rest Period Violations

WFR-47794: In companies with both the TLM - Pay Calculations 2.0 and Scheduler modules enabled, the scheduling engine now supports the use of actual time recorded on employee timesheets to determine whether a Daily or Weekly Rest Period constraint was violated. This is accomplished using a Working Time Regulations profile and a Daily or Weekly Rest Period Constraint within a Scheduler Profile. For more details, please see the detailed Scheduler release notes for December, 2017.

Profiles: Annualized Hours Limit Constraint in Scheduler Profile

WFR-50429: For companies with both the TLM (Pay Calculations 2.0) and Scheduler sub-systems enabled, a new Employee: Annualized Hours Limit constraint is now available to be added to Scheduler Profiles under Scheduler > Scheduler Profiles. For more details, please see the detailed Scheduler release notes for December, 2017.

Profiles: Scheduler and Work Schedule Profile Validation

WFR-53779: Employees are to only be assigned one profile or the other, but in the chance an employee is saved with both a Scheduler Profile and a Work Schedule Profile, only one of those profiles will be used for scheduling. When adding both profiles for an employee from My Employees > Employee Information, a warning message will be generated.

Reports: New Schedule Roll Call Report

WFR-50425: The Scheduler Roll Call report has been added, enabling users to easily determine if an employee scheduled for a shift has clocked in or if the shift is still open. The report is accessed under My Reports > Scheduler > Staffing > Roll Call. The report displays all shifts for the selected time frame.

Reports: Weekly Schedule Report for TLM & Scheduler Companies

WFR-43676 & WFR-48069 & WFR-51068: For companies using both TLM and Scheduler modules, the Weekly Schedule report, under Manage Time > Scheduling > Weekly Schedule will now show more schedule detail (including head counts of employees present and employees absent). For more details, please see the detailed Scheduler release notes for December, 2017.

Schedule Settings: Cost Centers Displayed with Open Shifts in Workload Coverage Widget

WFR-49339: Cost Centers are now displayed with open shift details in the Workload Coverage widget of the Schedule Settings page under Scheduler > Schedules. To view the Schedule Settings, click on the View Schedule Settings icon. After checking the Include Open Shifts checkbox on the Schedule Settings page, the associated cost centers are now included in each open shift’s details.

Schedule Settings: Day Type Tag Added to Shift Display Options

WFR-43793: The Day Type tag has been added to the list of Available Tags for Shift Display Options in Schedule Settings, under Scheduler > Schedule Settings. Selection of this tag will add the Day Type of the shift when viewing shifts within a schedule.

Schedule Settings: Updating Workload Coverage Based on Skill & Shift Edits

WFR-44458: Previously, shifts within the Workload Coverage widget were not being updated to reflect edits made to those shifts from within the schedule. With this enhancement, the shifts created from the widget will now update based on changes made to those shifts from the schedule. For example, an Open Shift that is generated in the Workload Coverage widget has an original skill of Cashier. When a manager makes an update to that shift in the schedule and changes the skill to Server, and then goes back to the Workload Coverage widget, that shift will now also show Server. The shift will be updated in both places.

For the Workload Coverage widget to show the updates, the Recalculate Coverage button must be clicked. Please note that the update will only occur for shifts created before clicking the Generate Open Shifts For Open Coverage button. New shifts created in the schedule will not be reflected in Workload Coverage widget. 

Scheduling: Basic Scheduling Options Allowed for TLM & Scheduler

WFR-21380 & WFR-51159 & WFR-50705 & WFR-48068: Companies that have both the TLM and Scheduler sub-systems enabled can now schedule employees using either the TLM basic scheduling options, or the Scheduler options. While there were previously some TLM basic scheduling options available, users were limited to scheduling employees solely through the Scheduler module when Scheduler was enabled. For more details, please see the detailed Scheduler release notes for December, 2017.-

 

 

Cross Product Enhancements

The following enhancements have been added to this release.

New Mobile Experience!

We are pleased to announce that the first generation of our New UI is now available for mobile devices within a brand new Mobile App. This new user interface, or New UI, will provide a simplified experience that will provide you and your employees with a fresh look and experience. The new Mobile App can be downloaded for your mobile device on or after December 17, 2017.

Requirements are as follows:

  • Supported Devices: Android and iOS
  • Timesheet Workflows: Must be used for approvals (assigned to a Timesheet Profile)
  • Supported Timesheet Profiles: Start/End (All Days) and Bulk Hours

A new user guide has been created, and is available for download, that contains information for administrators, such as requirements, security settings, how to download the app, and more. The guide also shows examples of the user experience.

  • Guide Name: New UI Mobile Experience User Guide
  • Location: Global – User Guides

The guide can be downloaded from:

  • For Partners - To view notes associated with this release, log in to your Admin account and go to: Distribution > Tools > Download Documents.
  • For Workforce Ready Clients - To view the notes associated with this release, log in to your account and go to: Our Company > Service Provider Documents.

New! Work Opportunity Tax Credit (WOTC) Functionality

New HR and Payroll functionality for the Work Opportunity Tax Credit (WOTC) is now available. This functionality will simplify the process of gathering data related to Work Opportunity Tax Credits and submittal of that data to the IRS.

A separate user guide has been created to explain how to configure and use this functionality.

  • Guide Name: Work Opportunity Tax Credit (WOTC) User Guide
  • Location: Global – User Guides

The guide can be downloaded from:

  • For Partners - Log in to your Admin account and go to: Distribution > Tools > Download Documents.
  • For Workforce Ready Clients - Log in to your account and go to: Our Company > Service Provider Documents.

ACA: Poverty Level Calculation Adjustments

WFR-25603: The calculation of poverty level has been modified to lookup the poverty level for residents of Alaska and Hawaii. The poverty level is used in the Affordable Plan Offered rule in ACA profiles settings under Company Settings > Profiles/Policies > ACA (Affordable Care Act). This rule determines whether an employee has been offered a plan that meets the Safe Harbor guidelines shown in the configuration of the rule. The poverty level calculation now uses the Alaska poverty level entry for residents of Alaska or the Hawaii poverty level entry for residents of Hawaii. For all other employees, the federal poverty level is used. Note: Poverty levels are updated within the system once the levels are published.

ACA: 2017 Form 1095-C

Several updates were made for 2017 Form 1095-C. The updates are listed below.

Form 1095-C Warning Message Added

WFR-33859: Beginning with 2016 reporting, the IRS has specified that if an employee is assigned code 1G in Line 14 it must be applied to all months of the year. The system will now warn any user who manually updates one month to code 1G of this.

PDF Creation of 2017 Form 1095-C

WFR-45282: The final version of IRS 2017 Form 1095-C is available under My Reports > ACA (Affordable Care Act) > Form 1095-C. After the form is populated and finalized, the PDFs can be created.

PDF Creation of 2017 Dependent Form 1095-C

WFR-52026: The final version of IRS 2017 Form 1095-Cs Dependent is available under My Reports > ACA (Affordable Care Act) > Form 1095-Cs Dependent. After the form is populated and finalized, the PDFs can be created.

Companies Setting Import Includes Support for All Countries

WFR-47240: All countries can now be specified in the Company Address and SMA Country Name fields of the Import Company Settings template. The validation rules have been relaxed. A warning message is displayed if the country name included in the import template does not match one of the country names show in the Company Address widget under Company Settings > Global Setup > Company Setup, but any country name can be specified without generating errors that block the import.

Employee Perspectives: New Rules Available

Two new rules are now available for use in Employee Perspectives. 

Employee Perspectives: Counter Rule (Totals)

WFR-37284: Companies using Pay Calc 2 can now use the counter totals accumulated during either the employee’s pay period or the week to award points to an Employee Perspective. Totals for a single counter or a Counter List are specified in Employee Perspectives profiles, under Company Settings > Profiles/Policies > Employee Perspectives. To add the rule to an Employee Perspective, click on the Add Rule button and choose Counters (Totals).

When editing the rule, the timeframe of Week or Pay Period can be selected and the counters to use in the points calculation can be specified as a single counter or a Counter List. Counter rules can be added multiple times within a profile.

Employee Perspectives: Cost Center Totals (Pay Calc 2)

WFR-37388: Companies using Pay Calc 2 can now award points to Employee Perspective metrics based on Cost Center totals. A new rule is now available to add to Employee Perspectives profiles, under Company Settings > Profiles/Policies > Employee Perspectives. After clicking the Add Rule button, select Cost Center Totals to add the rule.

Edit the rule to add the Cost Centers and timeframes. A single Cost Center or a list of Cost Centers can be selected. The Cost Centers and timeframes act as filters to restrict the data that is used to calculate the totals which are then used to determine the overall points awarded.

Manager Employee Access Report

WFR-52601: Two new columns are now available for inclusion in the Manager Employee Access report under Company Settings > Global Setup > Groups > Manager Employee Access. The new columns, Employee Account ID and Manager Account ID can be added using the Select Columns feature in the report.

REST APIs

In this release, the following APIs have been discontinued:

  • v1/company/cost-centers
  • v1/imports/company/costcenter
  • v1/employee/overtime
  • v1/employees/leave-of-absence/case

Users of discontinued APIs should immediately migrate to the replacement APIs. Please refer to the detailed Cross Product release notes for December, 2017 to view replacement APIs and plan for migration to new APIs in the future.  Additional information about discontinued and deprecated APIs as well as features not supported in the next or future versions. 

Note: A new, more flexible import API is now available for importing all resource types. Import templates in Excel, CSV and XML can now be imported by specifying a type_id in the resource path. To find the type_id, first send a GET request to the /v1/imports endpoint. The response lists all resource types and corresponding type ids.

REST API Webservices: Contracts FTE Field Added

WFR-48848: An FTE field has been added to the POST and PUT endpoint for the /v1/employee/contracts REST API. This import is only valid for companies without the HR Enterprise sub-system enabled. If HR Enterprise is enabled, the value will not be accepted. The value for this field must be greater than 0, can have 2 decimals, and must be numeric. The system expects a value of 1.0 instead of 100% for calculations dependent on the FTE.

Cross Product Admin Enhancements

The following enhancements have been added and are available for Administrators and/or Partners.

ACA: Mass Edit from Partner Level [Partners]

WFR-2924: Partners will now be able to mass update all ACA Profiles for a client company. A new ACA Profiles option has been added to the selection list under the Mass Edit Global Policies button, under Maintenance > Companies > All System Companies. Please see the detailed Cross Product release notes for December, 2017 for more details.

Billing: Detail Added to Leave of Absence Line Item [Partners]

WFR-20719: Invoices will now contain an information icon for the Leave line item. When clicking the icon, details of the charge will display.

Billing: New Payroll Wholesale Services Added [Partners]

WFR-17454: Two new billing services have been added to help partners count the total number of people in client companies. The services can also be used by client companies that are designated as holding companies to include the number of people in companies or to count the total number of people in multi-EIN companies. The services differ from the existing Payroll: # Persons, which counts the number of people in the parent company, and if that is less than the specified minimum in the service, the minimum number of employees is used to generate the invoice. The new services capture usage under designated child companies. The new services can only be used with Date Range-based Invoice Generators.

  • Payroll: #Persons(Wholesale): This billing service counts the number of people in the parent company and child companies.
  • Payroll: #Employees(Wholesale): This billing service counts the number of active employees in the parent company and child companies.

Billing: Separate Invoices by EIN [Partners]

WFR-48950: For multi-EIN companies, separate invoices can now be generated by EIN enabling different bank accounts to be billed based on EIN. The EINs included in the invoices can be selected by navigating to the Invoice Generator page under Maintenance > Companies > Client Resources > Admin > Invoice Generators/Services > Invoice Generators and clicking the Edit Invoice Generator icon next to the Invoice Generator name. On the Invoice Generator page, one or more EINs can be added to a list using the Add EIN button in the Multi EIN widget.

A single invoice will be generated for all the EINs in the list. If no EINs are selected, a single invoice will be generated at the company level. Users of this new feature may also wish to configure Discounts, Custom Calculations, Custom Min/Max amounts, Sales Tax and Auto-Increase pricing by EIN. Note: This enhancement does not apply to wholesale or payroll billing.

Billing: Error Message Generation [Partners]

WFR-43522: The error that is generated when a company that does not have any invoice generators configured tries to add a Marketplace product has been replaced by a more specific message, beginning with “The company does not have a billing generator.”  The name of the Marketplace product is included. Previously, the root cause of the error was not included in the message and some companies were unable to add Marketplace products.

Billing: Marketplace Wholesale Calculation Method Does Not Need to Include Locked Companies [Partners]

WFR-40146: Billing services that use the Wholesale Calculation Methods no longer count client companies that are in a locked state when calculating invoice amounts.

Demo Companies: Data from Source Companies to Copy to New Companies

When creating a new company using a copy, multiple types of data will now be copied from the source company to the new company. These are listed below.

Dashboard Image and Icon Copy

WFR-52765: When using a source company to copy and create a new company, pictures and icons used in the source company’s dashboards are now copied to the new copy. If the source company’s accounts are copied, the images will be visible in the dashboards of the copied accounts, without requiring the images to be uploaded to the new company.

Payrolls Copy

Note: The Payrolls Copy feature is not available to partners.

WFR-51386, WFR-51394, WFR-53544: When creating a new company by copying a source company, current and historical payrolls can now be copied over to the new company. Payrolls can only be copied if the following conditions are met for the source company:

  • The source company’s Company Type must be Demo.
  • The Payroll Direct option must be checked in the Available Functionality widget on the Company Information page.
  • Kronos WFR Admin must be set as the primary administrator in the Visible By widget on the Company Information screen.
  • When copying the source company from the Distribution menu, the Copy Accounts option must also be checked.

When these conditions are met, the Copy Payrolls checkbox appears beneath the Copy Accounts checkbox. The Copy Payrolls checkbox is unchecked by default. If checked, payrolls will be copied as follows:

  • Payrolls are available in the copied company under Manage Payroll > View All Payrolls (logged in as SA).
  • Payrolls of the copied company will fully correspond to the payrolls of the source company including the statuses of a payroll.
  • Historical Payrolls will be copied for the previous 13 months.
  • Pay statements are available in the copied payrolls.
  • Payrolls processed via Sync Time are correctly copied and the data in the pay statements will correspond to data in timesheets. This ensures that the steps for processing Payrolls for a new company no longer need to be completed manually.
  • Payrolls are copied only for Demo companies.

Populating Timesheets from Schedules in Demo Companies

WFR-50210: Timesheet data can now be populated from an employee’s schedule by navigating to Demo Company > Demo Company Maintenance and clicking on the Populate button in the Populate Time Entries column. On the next screen, you can specify the timeframe for populating the timesheet and then click the Populate By Schedule button to add the timesheet entries.

 

 

 

 

Copyright

© 2017 All rights reserved. Under copyright laws, this document may not be copied, photocopied, reproduced, or translated without prior consent of SaaShr / A Kronos Company.

All other trademarks or registered trademarks used herein are the property of their respective owners and are used for identification purposes only.

When using and applying the information generated by SaaShr products, customers should ensure that they comply with the applicable requirements of federal and state law, such as the Fair Labor Standards Act. Nothing in this Guide shall be construed as an assurance or guaranty that SaaShr products comply with any such laws.

 

Published by SaaShr / A Kronos Company

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