Release 103 Notes

Export Employees to PrismHR During Onboarding

This case modifies exporting an employee (or employees) from ClientSpace to PrismHR by allowing an employee social security number (SSN) to exist in multiple clients in PrismHR.

See Exporting Employees.

DocuSign Fail email going out more than once

Previously, when a DocuSign email failed the system triggered the DocuSignFail email template for each failed attempt. This led to the system sending many email messages. This case adds logic to check the Queue record retry count against the retrythreshold API parameter and only triggers the DocuSignFail email template when the retry threshold limit has been reached.

See Notifying Users of Status.

Link Condition Expression Length Issue

Previously, the Link Condition Expression had a maximum length of 500 in the database table. This case changes the column to varchar(max) on the table. This case also verifies that any related procedures that use the Link Condition Expression also use varchar(max).

UI Claim-Delete/Move Claim Buttons

This case adds the ability to delete or move an unemployment insurance claim through the use of the UI Claim dashboard. With this feature, an admin user can delete a claim if the claim is not needed, or move a claim if the claim was created for the wrong employee or workspace. For example, an admin user can select an unemployment insurance claim on the UI Claim dashboard and complete one of the following:

• Select the Delete button for the system to delete the claim

• Select the Move button, select a new workspace, and select a new user for the system to move the claim to the new user in a different workspace

• Select the Move button, select the same workspace, and select a new user for the system to move the claim to a new user in the same workspace

See Managing Unemployment Claims.

SQL Error When Generating Pricing Console

If a contract type is set to use state master and the state is without a default policy for the selected comp model, the system cannot determine the pricing policy and displays an error when a user attempts to create pricing by using the Add State and Code approach.

Previously, the system displayed an SQL error for this scenario. The SQL error message did not advise the user how to proceed and resolve the issue. Now, a hard error message alerts a user to contact the system administrator to resolve the error. The following message is an example for the state of Texas:

"The Pricing cannot be generated because a Pricing Policy cannot be determined for TX. Please contact your system administrator."

See Administration troubleshooting.

Exclude fieldsets when configuring _SetField type business rules

This case adds validation to prevent a user from saving a fieldset to the

TargetField or SourceField fields when creating or editing business rules. If a user attempts to save a business rule that contains a fieldset in either of these fields, the system will display a message to alert the user that indicates that the fieldset "<NameOfFieldset>" is not a valid field for use in business rule configuration.

Update the Import Cleanup Scheduled Process to Delete Additional Import Records

This case updates the Import Cleanup scheduled process to also include deleting the following:

• Import records with the Status of UploadComplete that are greater than 1 day old.

• Import records with the status of ImportCanceled that are greater than 1 day old.

• Import records with the status of ImportInProgress that are greater than 30 days old.

See Scheduled Processes for a complete list of the functionality of the Import Cleanup scheduled process.

Primary Location issues

This case adds the following business rules to the Client Location dataform:

• HE_ValidatePrimaryState

• SetPrimaryStateLocation

The system uses these rules to set the Primary State location when the Client Location is created either manually or by the PrismHR API, and the Client Location's state is unique.

Expose the SYS_CSNEWUSER (New User Account Authentication) email template

This case makes the SYS_CSNEWUSER (New User Account Authentication) email template available for use. A system admin user can customize this email template to include company-specific information that is useful to new hires (for example, credentials, standard procedures, etc.).

See Preloaded Alerts and Notifications.

PrismHR API - USERS

Previously, when processing User Import Queue records, if the email address was bad, or there was no email address, the system marked the record as Failed.

Now, the system marks the record as Complete and adds a message to the Import Queue Log Data. For example, the system adds the following message if the user carlos had an incomplete email address:

User 'carlos' invalid or missing email address carlos@gmail, queue record automatically Completed.

See Initial Import Queue management.

Script to Delete Classic Dashboard modules

In this case, a script was developed to delete older Classic interface modules. This script deletes the following:

• Sec Role Entity Records

• Sec Entity Row Records

• Dashboard Users

• Dashboard itself

• Classic Module Type Look Up Item

Previously, when trying to inactivate a field display rule (deselecting the Active check box), the form did not recognize that the check box had changed and did not allow the user to save the display rule. Now, the system recognizes that the Active check box value changed, and the system allows the user to save the change to the field display rule. A user can now activate or inactivate field display rules as expected.