Release 100 Notes

WC Claims - Comp Claim Claimant form now includes employee default values

Previously, the system populated the Location, CompCode and Jurisdiction State fields on the WC Claims - Comp Claim Claimant form. Now, the system also populates the following fields WC Claims - Comp Claim Claimant form by using information from the Employee and Employment forms:

• Employee Term Date

• Marital Status

• Wage Rate

• Wage Basis

• Hourly Rate

PrismHR API: Employee Benefits fields clearing on Termination

This case introduces the Preserve Benefits Data rule which an admin user can activate to preserve the values in the Enrolled Benefits fields when an employee is terminated in PrismHR and the import process updates employment information. See Employee Identifying Information for more details.

Unable to Delete Workers' Comp Claims

Previously, users were unable to delete Workers' Comp claims that use a custom dataform as a tab. Now, users can delete claims that use a custom dataform as a tab.

Terminate Pending to use save pipeline

This case updates the TerminatePending schedule process to use a save pipeline. With this update, you can now trigger workflow and email templates when a client master goes from a Pending Termination status to Terminated.

Add validation on lookup group and metadata dataforms

This case adds validation to the lookup group detail page to prevent the user from selecting a multi-tabbed dataform for it's metadata source. This case also adds validation to the dataform admin to prevent adding child tabs to a dataform that is used as metadata.

Choose what form a task is attached to when created via WFC

When adding or editing a workflow channel or workflow item and the Triggered Form is set to Task, a system admin user can now choose which form that the task should attach to when the workflow triggers.

See Step 1: Channel.

Calendar Sync in User Profile

This case adds a Sync button to use when testing whether the URL in the External Calendar URL field of the User Settings section is valid. See Personalizing Your User Profile and Adding external calendar events.

Default Labels (C1, C2, C3...) for Workflow Channel Items, Email Templates, and DocuSign Templates

Previously when you added a new condition to a workflow channel, email template, or DocuSign template, the system defaulted the label for the condition to Empty. Now, when you add a new condition, the system assigns a numeric label to the condition (for example, C1 for the first condition that you add, C2 for the second, C3 for the third, and so on). When you edit the condition properties, you can change the label from the assigned number to a different number or text label.

Loading Indicator for Widgets

When a widget is processing data to display on a target (for example, a dashboard) a short delay can occur. To illustrate to a user that data is loading, the system will now display a graphic indicator that informs the user that the widget is loading data.

Out of Office - Back Up User "Introduction" Email Template

The Out of Office option now uses the OOOBackUpUser: Back Up User - Out of Office Notification email template. This template is used to notify a user when they have been assigned as a backup for another user who is out of the office. See Enabling Out of Office option for more information.

Funding Rates Don't ReCalculate On Imports Sometimes

This case adds a check for FundingRate IsDirty when importing policy WC code rates. If it is dirty the FundingRate will be recalculated.

Case Search Indexes

This case improves the case search performance.

BI Admin Attribute Table

This case adds a new table for BI Admin that will be used to store Table and Field data from the XML Information of BI Reports from reports so that better search options will be available in BI Admin.

BI Admin Attribute Table Scheduled process- Ongoing

This case adds a trigger to the save process that will populate new report information as well as any ongoing changes into the new attribute table for BI Admin introduced with case 48214.

Stored procedures renamed or removed

This case renamed or removed several procedures that began with 'biz_*' put did not follow the standard procedure naming convention. Renamed procedures now begin with 'nw_*'.

Deleted procedures include:

• biz_projattribxref_s_by_attribguid

• biz_project_u_projectgroup

Renamed procedures include:

• biz_organization_s_by_organizationid renamed to nw_organization_s_by_organizationid

• biz_report_s_by_reportGuid renamed to nw_report_s_by_reportGuid

• biz_Users_s_bySecEntity renamed to nw_Users_s_bySecEntity

• biz_users_s_by_secentity_projectid renamed to nw_users_s_by_secentity_projectid

Previously, after selecting an Address Source Procedure during Step 3 - Addresses when creating an email template, the option to add a recipient source was not available.

Now, the system allows a user to select a recipient source after selecting an Address Source Procedure.