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What's new in this release: Release 161 Notes

• Added Generative AI Tool for Creating Email Template Body Text

• Added a Note Column to the Watch Widget

• Added Ability to Generate Import Mapping Template Files for Import Map Header and Import Map Detail Records

Last Month: Release 160 Notes

• Added Survey Frequency Limits

• Worksite Manager from PrismHR Now Imports to ClientSpace Employment Form

• Benefit Plan Manager (BPM) Enhancements:

  • Added Support for New "Alternate Contribution Plan" Contribution Method in BPM

  • Domestic Partner (EK) Coverage Level Now Displays in BPM

  • Changed "Client Renewal Notes" Field to an Editor Field

Attachments and Templates

See Attachments and Templates to download attachments and template files.

Service Plans

Do you need more personalized attention? See ClientSpace Service Plans for details.