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Release 39 ( PEO )

Owned by Tony Hayes
Last updated: Sept 22, 2016
5 min read

Product Version: PEO – Release 39 Notes - The following Tasks have been completed/fixed in this release.

 

Task 34611     Enhancement                                                                                                             Click here for the Video                     

Filter Contract Types by template    

Resolution:                                                                                                    

An additional field has been added to meta data of the  Contract Type look-up - text field for template workspaces.

Custom Java script has been added to the Client Master header to filter contract type field based on associated template given look-up values

 

Task 34599                                                                                                                                      

WC RTW Status Changes    

Resolution:                                                                                                    

The logic on the Change Status link of the Return to Work form has been updated so the date that is entered is the Start Date for the new record.  The previous record's end date is now set to that date minus 1 day.  The wording of the Change Status  prompt has been changed from "Status Change Date" to "Effective Date of Status Change".  

 

Task 34621                                                                                                                                      

Convert EDV - Dental Plans    

Resolution:                                                                                                    

A new FieldSet has been added to the Benefits Recon Admin Dataform called "Convert EDV Match Criteria". Checkboxes have been added to this field that represent the criteria already used in the logic today to determine if EDVs Match and should be grouped in to a single MBR.     

  • Employee     
  • Category     
  • Plan     
  • Carrier     
  • Coverage Level     
  • Code

Add a new Field Set to the "Convert EDV Records" Dataform called "Match On".  These checkboxes will default based on the default settings configured on the Ben Recon Admin dataform. The checkboxes should be read-only.  Enhance the Convert EDV logic to evaluate the ticked boxes on this form, not the ticked boxes on the Ben Recon Admin Dataform.     

  • Employee     
  • Category     
  • Plan     
  • Carrier     
  • Coverage Level     
  • Code

A new field set has been added to the "Convert EDV Records" dataform called "Filters". This dataform will have the following existing fields in it:     

  • Start Date     
  • End Date     
  • Client Number

A new field has been added to the "Convert EDV Records" dataform called "Category". This field is in the Filters fieldset and used to pre-filter the EDVs eligible for conversion.

The "Auto Match Criteria" Field Set has been renamed on the Ben Recon Admin dataform to "Auto Reconcile Match Criteria" to avoid confusion with the new Field Set.

 

Task 34639    Enhancement                                                                                                           Click here for the Video

Sales Entities by Contract Type    

Resolution:                                                                                                    

The following enhancements have been added to the Sales Entity / Commission detail system:

  • A new checkbox has been added to the Sales Entity dataform called IsPrimary.
  • A new lookup has been added to the Sales Entity dataform called Commission Contract Type (Contract Type lookup group).
  • The business rules on the Sales Entity records have been adjusted so that the system allows you to create more than one per Sales Rep, Broker, or Referral Company as long as there is a different Commission Contract Type.
  • A new business rule has been added to the Sales Entity dataform that will validate that if there are more than one Sales Entity for a Sales Rep, Broker or Referral Company that one of them is marked as IsPrimary.
  • A new soft error has been added to the Sales Entity dataform that will warn the user if there are more than one Sales Entity for a Sales Rep, Broker or Referral Company and none of them are marked as IsPrimary.
  • A new hard error has been added to the Sales Entity dataform that will validate that on the IsPrimary Sales Entity record, IF the Default Contract Type field is not blank, then the Commission Contract Type matches. If the Default Contract Type is blank, then that is ok.
  • The workspace creation logic has been adjusted so that when making the initial selection of Sales Entity, it follows the following logic: If only one Sales Entity setup then select that Sales Entity. If more than one Sales Entity is setup AND Default Contract Type on IsPrimary record is not empty, then select that Sales Entity and set Contract Type accordingly. If more than one Sales Entity is setup AND Contract Type on IsPrimary record is empty, then default the Contract Type from the Default Info. Then go back and select the correct Sales Entity based on Commission Contract Type.
  • The logic that updates the Commission Detail records has been adjusted so that if Contract Type is changed on the Client Master or Pricing Batch, the system will update the Commission Detail records based on the Commission Contract Type match.

 

Task 34676                                                                                                                                      

Wage Statements    

Resolution:                                                                                                    

Wage statement merges have been added to our PEO system for CA, RI and HI.  These and all existing Wage Statement merges have had Template documents uploaded, so that running the merge results in a completed wage statement for the selected Employee and State for up to 52 weeks of wages, depending on the State's requirements.

 

Task 34678                                                                                                                                      

Claim Notice Form Merge    

Resolution:                                                                                                    

A new merge has been created for the First Report of Injury where the Carrier is Zurich which requires a custom FROI.  The merge is designed to be run from a Report link at the top of the Claim Form in ClientSpace.

 

Task 34663            Enhancement                                                                                                                             

Claim Number issue on Associated forms    

Resolution:                                                                                                    

Dataforms associated with the Comp Claim were displaying Employee Last name if the Carrier Claim Number was Blank.  Recent changes to the Comp Claim dashboard include an updated function to display Carrier Claim Number or if that is blank, display CS- and the ClientSpace claim PK.  These associated parent form links have been updated to use similar logic. 

 

Task 34670                                                                                                                                      

Surcharge List Bug    

Resolution:                                                                                                    

When accessing the Surcharge Selector from outside a workspace (e.g. pricing console dashboard/Pricing Console), the system would sometimes generate an error.  This issue has been resolved by changes to identify the correct ProjectID for the current workspace.

 

Task 34679                                                                                                                                     

Benefits Controller Issue  

Resolution:                                                                                                    

Fixed an issue where the benefits matrix on the offered benefits plan header would error unexpectedly when javascript ran to update the header if a blank was chosen as the Benefits plan on the form.

 

Task 34702          Enhancement                                                                                                    Click here for the Video

Default Contract Type from Sales Entity    

Resolution:                                                                                                    

The Client Master logic has been updated - these changes include the following:

The Client Master Set Broker/Agent logic has been updated so that it only sets the Primary Broker and Primary Agent field if the creating user is associated with an Organization where crCategory = Broker.

The Default Contract Type logic has been updated so that it uses the following order of  precedence:

  1. If Primary Agent has Sales Entity (fkAgentContactId) with Default Contract Type set, use it.
  2. If Primary Broker has Sales Entity (fkBrokerOrganizationID) with Default Contract Type set, use it.
  3. If the OrgAssignedTo  has Sales Entity (fkSalesUserID) with Default Contract Type set, use it.
  4. Else use the Default Info's default Contract Type.

 

Task 34732                                                                                                                                      

CLID logic not working    

Resolution:                                                                                                    

Resolved issues with the ClientSpace email integration which caused the Business logic for selecting the appropriate workspace from the CLID to fail, attaching the case to an inappropriate workspace.

 

Task 34810                                                                                                                                      

Multiple lookups with the same CODE value - ContactTypeOtherInfo    

Resolution:                                                                                                    

Resolved an issue where duplicate lookups were introduced - extraneous lookup values have been removed.

 

Task 34818                                                                                                                                      

PrismHR API improvements    

Resolution:                                                                                                    

Various code Improvements:

- Corrected an issue with gen_HRPSubscription excludes update, when the Excludes field is null

- Corrected an issue with error logging when subscription replay id retrieval fails

 

Task 34861                                                                                                                                      

SetDefaultValues() method of clsClientMaster.vb replacing imported values on ADD    

Resolution:                                                                                                    

Fixed a bug in the Company Initial (Client Master / Org) import that was not allowing the Org Assigned To field to be properly populated if Client Master business logic as throwing a hard error.  Instead the system was falling back to assigning the org to the user that ran the import. 

System will now always set the Assigned to value properly on Insert given an appropriate value in the imported file.

 

Task 34870                                                                                                                                   

Optimize the Case Dashboards    

Resolution:                                                                                                    

The Case Search code has been optimized to increase speed of returned rows.

 

Task 35027                                                                                                                                   

Sales Entity Datatype     

Resolution:                                                                                                    

The Sales Entity Datatype is now complete, and you can effectively create commission records in ClientSpaceNext.

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