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Release 36 ( PEO )

Owned by Tony Hayes
Last updated: Jul 16, 2015
5 min read

Product Version – Release 36 Notes - The following Tasks have been completed/fixed in this release.

 

Task 33476  - Enhancement                                                                                                                               

COI Holder Scope Logic 

Resolution:                                                                                                    

The Hard Error (HE) that is generated when switching the Scope of a Certificate Holder from "This Client Only" to "Shared With All Clients" has been updated.  It was modified so this change can be made if and only if the Cert Holder record is not used as a Parent Form field on another Dataform, such as the COI.  If The Cert Holder record is linked to another dataform then the system produces a HE stating, "This Certificate Holder is used on another Certificate(s) of Insurance in this Workspace.  Please remove these references and try again." If the cert holder is then removed from all associated Cert(s) it can then be moved to a "Shared" scope.  It is important to note that you may need to add the COI Cert Holder dataform to the project through Workspace Settings | Dataform Management in order to accomplish this as the form is not normally displayed in the workspace except on the COI form.

 

Task 33461   - Enhancement                                                                                                         Click here for the Video

Changes to Pricing State WC Mod Method 

Resolution:                                                                                                    

A new field has been added to the Pricing Batch called WC Mod Method.  This required field defaults on save to the StateWCModMethod field from the Default Info page in the admin workspace on Quick Create and when the Batch is cloned.  This field is treated as a pricing field and is locked via Workflow as other Pricing fields

 

Task 33474, 33711                                                                                                                                      

Defaults on State lookup on org 

Resolution:                                                                                                    

Consolidated multiple State Lookups in the system to use just 2 -

Short State where the Code and Decode values are both the 2 digit abbreviations such as AZ or FL

And US States where the Code is the 2 digit abbreviation and the decode is the full state name - FL - Florida

 

Task 33466                                                                                                                                       

Reprocess/Reactivate Logic For State/Codes 

Resolution:                                                                                                    

The Pricing Console Re-Activate and Reprocess functions have been rewritten -

When Reprocessing a batch inactive codes are not re-activated.  

Reprocess

 - Will Only set "Active" States & Codes to New

When Reactivating a Batch all inactive codes should be activated. 

Reactivate

 - Will set "ALL" States & Codes to New regardless of IsActive flag.

NOTE: This same functionality works for "Comparison" batches as well as the current RFP batch.

 

Task 33468   - Enhancement                                                                                                                                     

Pay Frequency Updates 

Resolution:                                                                                                    

The system has been enhanced with an auto-update of the pricing comp code records if the client master.payfrequency field is updated.  This is preceded by a warning advising the user it is about to happen but only when PEO/HRO Quote = Yes.

If the CM Pay Frequency is blank , then it is set from the pricing code with the most headcount after quick create and census import. The CM.PayFrequency will not be updated after initial set and is not overridden if the CM.PayFreqency if already set.

 

Task 33469                                                                                                                                    

Change Display of Approval in Approval Dependency 

Resolution:                                                                                                    

The Approval fields on the Approval Dependency form,  were being displayed as 'Department - BatchType', causing difficulty because there can also be different Contract Types as well.  This field has been changed to display 'Department - BatchType - ContractType'.

 

Task 33464   - Enhancement                                                                                                                                   

Editing Pricing after approval 

Resolution:                                                                                                    

A new secure field has been added to the pricing batch called "Pricing Locked" this field is set as checked when a deal is marked as approved. 

All logic that locks down pricing uses this field to make that decision.  Only users that have the ability to remove the Read-Only attribute on this field will be able to uncheck the field and edit the pricing.  This will affect pricing batch, pricing state, pricing code, surcharges, and client master.

If the user has access to this field and decides to uncheck the field, they will be required to enter a reason/description which is inserted into a log field on the pricing batch. 

The user and date/time that the pricing was unlocked is recorded.

 

Task 33458   - Enhancement                                                                                                        Click here for the Video

Enhance Import to trigger Termination workflow 

Resolution:                                                                                                    

The Company Nightly import process has been enhanced.  A checkbox has been added to the Default Settings | PEO Configuration dataform called "Allow Termination from Payroll System".

 When checked, the nightly import will have the ability to execute a business rule that will change the Client Master to "Pending Termination" if the status in the file is set to "Terminated" and the current status in ClientSpace is "Client". The system will also create a new Termination Record where term date is the import date and set the Term Reason for this record to "Terminated by Payroll System".

 

Task 33442   - Enhancement                                                                                                                                  

Client Master javascript 

Resolution:                                                                                                    

A generic PEO level javascript function has been created to allow the system to be configured to open a custom pricing console from a link on the Client Master dataform.  Currently this requires custom javascript development.

 

Task 33656                                                                                                                                     

Employee Voucher, Admin Billed field and HRP Voucher Imports 

Resolution:                                                                                                    

Custom import configuration mappings have been created for the upcoming release of an HRP API connecting ClientSpace and the Prism / HRP systems.

 

Task 33503   - Enhancement                                                                                                                                       

Census Import Enhancement 

Resolution:                                                                                                    

The Employee Census import process has been enhanced to include any fields required by HRP.  These fields are not, however required by the census import though.  This gives HRP clients the ability to include the required employee fields in census import while still allowing clients of other payroll systems to use a standard census import.

 

Task 33579                                                                                                                                       

Admin Fields on Pricing Console

Resolution:                                                                                                    

Fixed an issue on the Pricing Console where changing the Admin Method does not clear out the existing values in the other un-related admin fields.  For example, if my admin method is set to Per Check and Per Check has $20 in it and Admin Method was changed to Admin %, the $20 in Per Check did not clear out but would get set to Read-only.  The system now appropriately clears values for fields that are not currently being used.

 

Task 33626                                                                                                                                       

Benefit Plan Field Display Issue - Hot Fix 

Resolution:                                                                                                    

Resolved an issue with Employee Benefits, where The Benefit Plan field on the Employee does not show the same value after selection is saved that was available as an option in the drop down list.

 

Task 33620                                                                                                                                     

Allow Imports to Terminated Clients 

Resolution:                                                                                                    

The Company Import routines have been enhanced to allow terminated Client Workspaces to receive updates even if the status does not match the file status.  Previously the update would not occur and an error would be thrown stating "Data cannot be imported for Client Number #### because the status in the import file status (Client) is different than the status in ClientSpace (Terminated).

 

Task 33691                                                                                                                                     

Collection Record Premium Source - Invoice Data 

Resolution:                                                                                                    

Updated the EDV Conversion proc, so that if using the "Invoice Date" logic it calculates the Total Monthly Premium on the MBR from the associated EDV records Premium Retained.

 

Task 33717                                                                                                                                      

Surcharge not appearing for Renewal Batch 

Resolution:                                                                                                    

Fixed bug where a surcharge was not appearing for a workspace where there is only an Renewal Batch and not an RFP Batch.


 

NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm