Release 149 Notes

Added WC Rates Import Template Report

A new WC Rates Import Template (admin_wc_rates Import Template) has been added to the Business Intelligence module in the Administration folder to help manage Workers Compensation Rates. The report lists the rates for a selected policy. This helps you determine the rates which are already present before importing new rates. To run the report, select a policy title (PolicyTitle) and click Update Results.

Enhanced More Search on Merge Dashboard

A Procedure field has been added to the More search on the Merge Admin Dashboard to allow searching for existing stored procedures. Additionally, a Stored Procedure column has been added to the Merge Admin Dashboard to display the stored procedure names in the search results.

See Merges.

Added Absorb Increase Contribution Method on Offered Benefits

A new employer contribution method, Absorb Increase, has been added to the Offered Benefits Plan. Absorb Increase is available as a contribution method when an Offered Benefits Plan is being renewed from a renewal Benefits Batch that has a Source Benefits Batch associated with it. When Absorb Increase is selected, ClientSpace calculates the contribution for a renewal by adding the premium increase for each coverage level to the employer dollar contribution amount from the previous year.

See Setting Employer Contributions.

Added Business Rule Method (_IncrementIntegerFieldOnForm) to Increment an Integer Across Forms

With the _IncrementIntegerFieldOnForm business rule method (System Admin > Advanced > Manage Rules), a triggered action on a form increments an integer field value on the same form (#ThisForm ), the gen_tablename of the triggering form, or a different single form.

Note: This rule can be configured on multiple forms to update the same form and field.

See the Increment Integer Rule section of Business Rule Methods.

Enhanced Import File Cleanup and Manage Import Reset Status Link

The following enhancements have been made to import file management processes:

• The Import File Cleanup process (System Admin > Advanced > Scheduled Processes) has been enhanced to remove records which are in "Import Failed" status and more than 30 days old from the Manage Import dashboard (System Admin > Imports > Manage Import). Related log files are removed by the File Management Cleanup scheduled process.

• Previously the Reset Status link on a Manage Import Details record (System Admin > Imports > Manage Import > Open Import Status Record > Manage Import Details) could only be accessed by a developer user. Now, the link is available to Global Administrators. When Reset Status is clicked on a record, the record status changes to "Ready for Import" and any previous log files are removed.

See Scheduled Processes and Managing Import Data

Appended "OOO" to Out of Office User Names in CORE User Drop-Down Lists

"OOO" now displays next to the names of "Out of Office" users in all CORE user drop-down lists throughout ClientSpace.

Note: 

• This functionality works with existing Department or Status flags such as "Expired". In the first example below, the user's department displays in braces followed by the "OOO" flag.

  

  In this next example, the user's "Expired" and "OOO" statuses display.

  

• The "OOO" flag also displays on emails generated from ClientSpace Email Templates when a user Replace field is applied. We recognize that this may not be desired functionality. This is a known issue and will be addressed in an upcoming release.

See Enabling Out of Office option.

Added Client Number and PEO ID to Case Discussion Template Replacement Fields

The following fields have been added to the available replacement fields that you can use when configuring Case Discussion Email Templates:

• Client Number {ClientNumber}

• PEO ID {PEOID}

See Client Service Case field replacement.

Added PFML Email Templates

The following three (3) pre-configured email templates (System Admin > Email Templates) have been added to support the PFML state compliance tracking process. The email templates are triggered by data stored on the PFML - State Compliance dataform.

• 10 to 24 Active Employees - The PFML 10 + Active EE template sends a notification to the Payroll Specialist on the PEO client team when a company and any related companies reaches a combined total of 10 to 24 Active employees. The email indicates that state FMLA contributions may be required starting the next payroll for the next 52 weeks.

• 25+ Active Employees -The PFML 25+ Active EE template sends a notification to the Payroll Specialist on the PEO client team when a company and any related companies reaches a combined total of 25 or more Active employees. The email indicates that state FMLA contributions may be required starting the next payroll for the next 52 weeks.

• 50 Week Reminder - The PFML Delaware (DE) 50 Week Reminder template sends a notification to the Payroll Specialist on the PEO client team when a company's Family Leave contributions have been occurring for 50 weeks. The email indicates that contributions may no longer be required in approximately 2 weeks.

Note: 

• PFML email templates are published in this release, but development is not complete for the PFML state compliance tracking process. This project will be finished in the next release.

• Initially, only Delaware PFML state compliance tracking will be supported. Support for additional states will be added in upcoming releases.

See Email Templates.

Previously, when there were no tabbed forms present in the Tabbed forms grid of Dataform Admin (Dataform Admin > Dataform Properties > Tabbed Forms) the Remove button was still Active and clicking it returned an error message. Now, the Remove button is disabled when there are no tabbed forms present in the grid.