Sprint Began: 07/18/2017 Sprint Ended: 08/11/2017
The following items have been completed in this release:
A maximum value of 2 Billion has been added to the Pricing Comp Code Gross Payroll to resolve issues created when too large a number is passed into the pricing calculations.
A new Search option has been added to the More drop down on the Teams (PEO) dashboard for Contract Status. This allows you to filter the records returned in the dashboard by the Contract Status displayed on the Client Master for the workspace.
The ClientSpace pricing workflow has been enhanced to allow the Organization fields displayed on the Client Master to be locked based on Organization status.
Add a Waiting Periods lookup field to the Classification dataform. Use the same Waiting Period lookup group as on Company Benefits fields.
The Offered Benefits Plan dataform has been updated to consolidate supplemental fieldsets and fields into one fieldset and group of fields with the following changes:
A new fieldset has been created called Supplemental with the following fields:
Field Display rules have been configured to show the Supplemental fieldset when the Benefit Plan selected has a Category of LTD, STD, Life Ins or Supplemental.
The Benefits Plan dataform has been re-factored to make it easier to use and more organized.
A new Supplemental fieldset has been added which displays when Category equals "Supplemental" and contains the following fields:
The Client Service Case home widget has been enhanced by adding the Due Date column from the client service case.
The Contact Widget Panel code has been refactored to prevent errors from being thrown when there is no primary contact, the primary contact is inactive or there is no Organization associated with the Workspace.
A new Benefits dataform has been created - the Benefits Batch form.
There is configured logic on the Benefits Batch for the following:
Data form Changes
A parent form field was added to the Project Milestone dataform for the Benefits Batch
The following configured links were also added to the Benefits Batch:
The Benefits Plan Tier dataform has been enhanced:
A new field has been added to the data form (Percentage)
A lookup has been added to Benefit Plan Tier form to indicate whether the rates will be manually set or calculated by Percentage.
A business rule has also been added to the benefit plan that will find any tiers associated with the plan and update the rates (if rates change on the benefit plan record) for any tier that is marked as "Percentage" rates.
Resolved an issue where the Alternate Industry code field on the client master can be configured to display either NAICS or SIC codes, depending on the installation requirements, but the same field displayed in the Pricing Console was hard-coded to use SIC codes. The system has been updated so that the AltIndustryCode field now checks dataform configuration and displays the lookup group value currently associated with the Client Master field. The Alternate Industry code field on the Pricing Console has also been updated to the typeahead lookup datatype,
A new fieldset has been added to the Offered Benefits Plan called Client Premium, containing the following fields:
An update has been made to the PrismHR API to extract data from Employee/client/assignment/homeLocation for the Employee Default location to allow for changes in the PRismHR application.
A "Variance" parameter has been added to the following business rules.
If the calculated Admin falls short but within the value specified for the variance the system will pass the HE rule. If the parameter is left blank then it would assume a $0 variance as we do now.
The following mappings have been Added/Updated to allow for changes to the way Comp Codes and associated wages are calculated for voucher records containing multiple Workers' comp codes:
Source Field | API Path |
State (no change) | Payroll/wcState |
TotalHours (no change) | Payroll/tsEarning/tsHoursWorked |
StateByMaxHours | Payroll/tsEarning/tsLocation |
WCompCodeByMaxHours | Payroll/tsEarning/tsWorkComp |
TotalPayAmount | Payroll/tsEarning/tsPayAmount |
TotalWCTaxablePay | Payroll/workerComp/wcTaxablePay |
TotalWCPremAmount | Payroll/workerComp/wcPremAmount |
TotalWCBillAmount | Payroll/workerComp/wcBillAmount |
TotalWCPremBill | Payroll/workerComp/wcPremBill |
The Funding Rate calculation for MCP policies has been enhanced to account for Minimum Premium and Expense Constant, if configured. The funding rate is determined from the Coverage Policy selected on the Pricing State and can be see in the header of the Pricing Comp Code. Master and Client Policy funding rates are still pulled from the Policy Comp Code for the selected Coverage Policy and have not changed.
The Client Service agreement links throughout the system have been modified to resolve an issue where no Service agreement is attached in the workspace. The link to the agreement simply reads "(View)" and if no service agreement exists it reads "Not Uploaded"
Fixed a bug on the StartDate (activation date on Client Master) where the field had the same FieldID as a StartDate field on the ActivateFuture dialog on the ClientMaster and Pricing Batch causing the calendar controls to be unusable.
Fixed a bug preventing the PB Effective Date value from being set from the Activate Future Modal form data.