Release 143 Notes

Added Default Rate Group field to the Benefit Plan Form and Modified the Logic for Setting the Rate Group in the Merge When Using Client Benefit Plans Export

A Default Rate Group field has been added to the Benefit Plan dataform.

This field was added so that you can identify the Default Rate Group for health plans that use risk tiers on the parent Benefit Plan. (Previously, setting the Default Rate Group on the associated Benefits Batch was the only option.)

When you use the Client Benefit Plans Export, the Default Rate Group is referenced to set the Rate Group column correctly in the merge.

The logic that the Client Benefit Plans export uses to set the Rate Group in the merge has been modified to evaluate both Default Rate Group fields (on the parent Benefit Plan and on the Benefits Batch). The updated process is as follows:

• If the Rate Source on the parent Benefit Plan is defined as "Manual", then set the Rate Group field for the associated OBPs in the merge to the value in the Title field of the Rate Group Detail record.

• If the Rate Source on the parent Benefit Plan is defined as "Percentage", then set the Rate Group field for the associated OBPs in the merge to the Default Rate Group value from the parent Benefit Plan (not the Default Rate Group from the Benefits Batch.)

• If no Default Rate Group is defined on the parent Benefit Plan, set the Rate Group field for the associated OBPs in the merge using the Default Rate Group defined on the Benefits Batch, if a value is present.

• If no Default Rate Group is defined on either the parent Benefit Plan or the Benefits Batch, set the Rate Group on for the associated OBPs in the merge to STANDARD.

See Setting Default Rate Groups and Client Benefit Plans Export.

Enhanced Survey Rating Lookup Filtering

You can filter the Survey Rating lookup fields so that only a subset of the lookup group values is displayed. The Filter field on the Lookup Detail record is used to group survey ratings and establish filtered subsets to use on surveys. The filter determines which items in the Survey Rating lookup group belong together in the same rating scale.

For example, in the case of a Satisfaction Rating Scale, if you have entered lookup values for a 10-point scale, but you want to create surveys with 5-point and 7-point scales, you can create 10, 5, and 7-point filtered subsets.

To do this, assign the survey rating lookup values to a filter group by entering the filter group name in the Filter field. In the example below, we have created filters named 1-10, 1-5, and 1-7. We want the lookup value "1" to be included as a rating value in the 1-10, 1-5 and 1-7 filter groups so we add them all to the Filter field separated by commas):

Note: You can view all of the rating scales that a lookup value belongs to when you display the Filters column on the Lookups dashboard (System Admin > Lookups):

When you set up your survey, you can select a rating scale from the Response Option field. Below, you can see the 1-10, 1-5, and 1-7 survey rating subsets from the previous example are listed:

If you were to choose 1 - 5 your survey might appear similar to the following:

See Configuring lookups and Configuring a Dataform Survey Email Template.

Added Ability to Track Direct Deposit Notification Activity

You can now maintain a history of Direct Deposit Notification activity on the PrismHR Event dataform. This can help you prove that notification of a change to an employee's direct deposit information was sent if the receipt of a notification is disputed.

To support this enhancement, the PrismHR Event dataform properties (System Admin >Advanced > Dataform Admin) have been modified as follows:

• The Enable Activities checkbox is checked by default.

• The Enable Attachments checkbox is checked by default.

The Direct Deposit Activity Notice email template (Template Code = PHRDDNOTICE) has also been modified so that the Include as Activity checkbox is checked by default.

Note: This template is predefined in ClientSpace. If you have custom Direct Deposit Notifications and you want Activity tracking on those, apply the same settings outlined here to those templates.

With these settings in place, when a direct deposit notification is triggered, an Email activity record (which includes an attachment of the generated email) is added to the PrismHR Event dataform in the correct workspace.

When you open the PrismHR Event record, the generated email is located in the Action Center under Activities.

See Configuring Direct Deposit Notifications in ClientSpace.

Corrected a Security Vulnerability

A security vulnerability was identified for Departments and User Roles whereby a user could change their own Department using an API software such Postman to give themselves unauthorized access to other parts of the program. This vulnerability has now been fixed. When any user who is not a Global Administrator attempts to change their Department by making a request to ClientSpace using API software, the following hard error message displays:

"You are not authorized to make this change."

Multi-lookup fields that were "read only" or disabled (by setting the Field Behavior field on the field properties to ReadOnly OR by setting a Field Display rule to disable the field based on a value) were not displaying properly. The gray background used to indicate a disabled or "read only" field did not cover the entire field. A portion of the field still had a white background as shown in the example of the issue below:

This issue is corrected.