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Release 38 ( PEO )

Owned by Tony Hayes
Last updated: Aug 03, 2016
5 min read

Product Version: PEO – Release 38 Notes - The following Tasks have been completed/fixed in this release.

 

 

Task 34289                                                                                                                                      

"Needs Review" error message    

Resolution:                                                                                                    

A Yes/No flag has been added to the Approval Definition form and the HE_CodesNeedReview business rule has been enhanced. 

Now if a Code is marked 'Needs Approval', the associated underwriting approval will check the flag on the underwriting definition prior to firing the Hard Error. 

 

Task 34410                                                                                                                                      

 Manual Entered Cell Number

Resolution:                                                                                                    

The Contact import (PEO contact*.csv) has been updated and will only update or insert Contact related fields that are actually present in the import file columns so it  will not overwrite manually entered data with a blank if the field is disabled in the Import configuration.  If a column is included in the import map (import file header column) and the row data for that column is blank, the field on the form will be cleared.  Any Contact field that is not included in the map header and import file header row will not be modified during the import process. 

 

Task 34509        ENHANCEMENT                                                                                                                              

Different Status Error in Imports    

Resolution:                                                                                                    

The Client Import process has been enhanced to allow for terminations from the payroll system via imports.  If the "Allow Terminations from Payroll System" is checked under Admin Workspace | Default Settings and the Workspace status is "Client" and the status in the import file is "Terminated" the system will now create a Client termination record with Todays date, a Reason of "Terminated by Payroll System".  The Status of the Client will also be set to "Pending Termination".  The nightly scheduled process will then complete the process of terminating the client workspace.

 

Task 34373                                                                                                                                      

Externals Have Access to Cases They Shouldn't    

Resolution:                                                                                                    

A new rule has been configured "Set Default Created By User" on the Client Service Case.  This rule replaces the "default to current user" flag on the Created By User field of the client service case, allowing the system to automatically set the CreatedByUserID on the case, resolving an issue where this was not being set properly for External Client Service Case users.

 

Task 34392                                                                                                                                      

MCP Parent Policy - Activate    

Resolution:                                                                                                    

The command timeout for peo_policy_ui_renew and peo_policy_ui_activate to 600 (5 minutes) in the PEO system, allowing for more activation time and less timeout errors when activating or renewing a policy.

 

Task 34403                                                                                                                                    

Create Contact From Employee Issues    

Resolution:                                                                                                    

Resolved some issues with this feature, which  was recently released in R37.

  1. The Address on the Contact was defaulting to the home address.  It now defaults to the Org Address by checking the Sync with Organization Address.
  2. The Contact Business Phone was defaulting to the Employee's home phone.  It now defaults to the Organization Business Phone.

 

Task 34432                                                                                                                                      

Voucher error log missing employee IDs    

Resolution:                                                                                                    

The HRP_API voucher logic has been updated with the following changes:

A billing voucher without a corresponding payroll voucher will now be ignored (it will be logged in the voucher import log but it will not be included in the import file).

Also, when matching a billing voucher to a payroll voucher, the system will only search payroll vouchers for a specific client as VoucherID's may not be unique across clients.

 

Task 34545                                                                                                                                     

Surchages list only showing inactive surcharge types    

Resolution:                                                                                                    

Fixed an issue where if 'UsesPricing' is set to 'No' on the Client Master page, only inactive surcharges were displaying in the Surcharge List.  The system now does not display surcharges if 'UsesPricing' is set to 'No'. 

 

Task 34526   ENHANCEMENT                                                                                                                                   

Claim Notes - Comp Claim ID Custom Function    

Resolution:                                                                                                    

A custom function has been added for decoding the Comp Claim ID field on the Claim Notes dataform. This custom function displays the Carrier Claim Number (Date of Injury). If the Carrier Claim Number is blank/null, the system will display CS-{ClientSpaceClaimID} (Date of Injury).

 

Task 34465       ENHANCEMENT                                                                                                                               

Need to ensure correct Policies are being set in the Admin Workspace    

Resolution:                                                                                                    

Workers Comp Policy Parent form has been updated so that the decode function now displays Policy Title - Effective Date to make it easier to insure you are selecting the appropriate policy.  The following fields have been updated to use the new datatype:

  • Contract Type Metadata  "Default Comp Policy"  
  • Operation State  "Default Comp Policy"  
  • State Master  "Default Base Client Policy"  
  • State Master  "Default Base MCP Policy"  
  • Workers Comp Policy CompCodes "Policy"

In addition the State Master dataform fields have been updated as well:   

  • Default Base MCP Policy - now only shows MCP policies   
  • Default Base Client Policy - now only shows Client policies

 

Task 34235                                                                                                                                     

Client Lookup dashboard error after save    

Resolution:                                                                                                    

Fixed bug where the Client Lookup and Employee Search dashboard lists would not populate the list correctly after a record is saved.

 

Task 34309                                                                                                                                      

Duplicate Employment Records    

Resolution:                                                                                                    

Fixed a bug where multiple, active employment records were being genereated during import from a payroll system.

 

Task 34313                                                                                                                                      

Fix Typo in NAICS Code Field    

Resolution:                                                                                                    

Changed the Field Label for 'NAICS Code' on the Client Master to 'NAICS' to match what is in the Organization

 

Task 34310       ENHANCEMENT                                                                                                                              

Prism Integration - Client Team    

Resolution:                                                                                                    

A new import process has been created for the HRP API - Client Team which allows you to properly import Client Team values from the HRP API.  See your NetWise account manager for more information on the HRP API.

 

Task 34326                                                                                                                                      

Home w/ Cases Dashboard Bug (Classic)    

Resolution:                                                                                                    

The Home with Cases dashboard has been modified to exclude workspaces with Templates.  Template workspaces should be modified via the Admin Settings Area.

 

Task 34330                                                                                                                                      

HRP API Subscription Exclude list    

Resolution:                                                                                                    

The HRP API voucher file import has been updated to account for checks that have been voided and re-issued.

 

Task 34340                                                                                                                                    

Comp Code datatype - HIGH PRIORITY    

Resolution:                                                                                                    

Resolved an issue where Wildcard searches did not work for search filters tied to the Comp Code datatype.

 

Task 34397                                                                                                                                      

Comparison batches Contract Type    

Resolution:                                                                                                    

Fixed bug where the Contract Type on Comparison Batches was not editable.

 

Task 34394                                                                                                                                      

Header links not appearing    

Resolution:                                                                                                    

Fixed an issue where under certain conditions some header links would not appear due to a missing required table JOIN in the underlying SQL.

 

Task 34530                                                                                                                                     

Assigned To on External Client Service Case Search    

Resolution:                                                                                                    

Resolved an issue where the Assigned to Search parameter on the External Case Search dashboard was returning a full list of ClientSpace users and not just users associated with the workspace.

 

Task 34491     ENHANCEMENT                                                                                                                               

Claim Assignment    

Resolution:                                                                                                    

Enhanced the SetClaimSpecialist  logic that was in place on the WC Claim that completes the Claim Specialist field using Claim Type and/or State This logic will now trigger when the claim is inserted OR if the State or Claim Type is changed. 

If both are changed and they have different claim specialists specified the specialist on the Claim Type will be used.

 

Task 34536                                                                                                                                      

Case Search Dashboard Bug    

Resolution:                                                                                                    

Fixed bug where the Case Number in the Case Search Dashboard will show as red if the Case Escalation fields are empty.  It will now show as black.

 

Task 34543     ENHANCEMENT                                                                                                                                

WC Claim Header and Dashboard    

Resolution:                                                                                                    

The header of the Workers' Compensation Claim Form has been updated:  

  • Added "Client Number" to claim header org name. ie Bubba's Smokehouse (1655)  
  • Updated claim header org hyperlink to direct to client master  
  • Added "Client Number" column to claim dashboard search results (defaults to hidden)
  • Added "DBA" to claim header org criteria 

 

Task 34299                                                                                                                                   

Pricing Policy vs Coverage Policy  

Resolution:                                                                                                  

A  business rule has been added to the Pricing State that will update the Coverage Policy field to match the Pricing Policy field. This rule has a parameter for a comma delimited list of valid Client Master Statuses for which the rule will trigger and will only trigger if the Pricing Policy field is dirty.

 

Task 34575                                                                                                                                   

Admin Pricing Not Defaulting     

Resolution:                                                                                                    

Corrected a bad configuration that was causing Admin fees to be calculated prior to some of the values required to calculate the fees being set.  Default pay frequency is now set on the Client Master page by the system prior to calculating Admin fees. 

 

Task 34546                                                                                                                                      

PrismHR API Voucher Import changes    

Resolution:                                                                                                    

The ImportID on the HRP_API voucher imports has been adusted - they will generate the following ImportID structure: <clientnumber>-V<PrismHR_voucherId>. 

A 'V' will also be appended to the Import ID if it is a void voucher. 

 

Task 34546                                                                                                                                      

WC Claim ImportID Not Set

Resolution:                                                                                                    

Two new rules have been created on the Comp Claim form:

SE_WarnImportIDChange will warn you that changing the Carrier Claim ID will modify the ImportID as well  

New business rule SetImportID sets (or clears) the ImportID if the Carrier Claim Number is changed

 

 

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