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Release 40 (PEO)

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

Product Version: PEO – Release 40 Notes - The following Tasks have been completed/fixed in this release.

 

 

Task 35117                                                                                                                                      

Legal Entity remains unlocked in Classic, but not NEXT    

Resolution:                                                                                                    

Resolved an issue in NEXT where the "Lock Pricing" functionality in NEXT did not match the expected behavior seen in Classic.  Both applications now use the following rules to lock pricing: - if a Pricing Batch exists - AND the status of the batch is 'New' OR (is an add AND the User is not a broker OR the Client Master is not broker submitted) - THEN pricing is UNLOCKED

If any of those conditions are not met, the following conditions are evaluated: - if a Pricing Batch exists - AND the status of the batch is Submitted, Underwriting, Approved, ContractPending, UnderContract, PendingActivation or Client - AND the User has 'biz_pricing_submitted_batch' View rights - AND the User is not a broker OR the Client Master is not broker submitted - AND the Pricing Batch Pricing Locked field is not checked - THEN pricing is UNLOCKED

If any of those conditions are not met, THEN pricing is LOCKED

 

Task 35348                                                                                                                                      

Sales Entity always requires period data    

Resolution:                                                                                                    

Fixed an issue in NEXT where Commission methods and start years were being required on the Sales Entity/Commission regardless of whether there was an associated Period selected on the form.

 

Task 35046 - ENHANCEMENT                                                                                                                                   

Claim Notes Header    

Resolution:                                                                                                    

The Comp Claim notes dataform in NEXT has been enhanced with a header which displays the same information as the associated Comp Claim header including Claim Value, RTW status and date and Client and Employee Information.

 

Task 35054 - ENHANCEMENT                                                                                                                                     

Visit Department and Type    

Resolution:                                                                                                    

The Client Visit form in NEXT has been enhanced.  Department is now a required field and the Visit Type field will filter based on the selected department due to metadata on the TypeofVisit lookup. 

Visit Type field will display:  

  • Associated TypeofVisit lookup values based on the Department metadata  
  • Any TypeofVisit lookup values that have no departmental association.

 

Task 35284                                                                                                                                      

Activate Pending Scheduled Process Bug    

Resolution:                                                                                                    

Resolved an issue with the "Activate Pending" Scheduled process that was causing it to fail If the process was run and sent an empty HDRAction.

 

Task 35056 - ENHANCEMENT                                                                                                                                      

Pricing Console - WC Policy Method by SLE  

Resolution:                                                                                                    

A new fieldset has been added to the State Legal Entity dataform called "Work Comp Defaults".

The following fields were added to this fieldset:

  • Use Work Comp Defaults. (Checkbox)  
  • Offer Work Comp (Y/N)  
  • Comp Model (lu - same group that is used on State Master)  
  • Default Master Policy  
  • Default Base MCP Policy  
  • Default Base Client Policy

A new option has been added to the Policy Selection Method field on the Contract Type Metadata called "Use State Legal Entity".

Pricing Console logic (Quick Create & Quick Add) that sets the Pricing and Coverage Policy fields on Pricing State has been updated to first search for a State Legal Entity record where State and Legal Entity matches AND Use Work Comp Defaults is TRUE.

If match is not found, then search for a State Master record where the State matches. Once correct record is located (SLE or SM), the Pricing and Coverage Policy are defaulted accordingly.

If the Contract Type metadata is configured to 'Use State Legal Entity' for policy selection, the system will use the SLE that is selected (from proc fn_peo_pricingstate_s_legal_entity_by_contract_type or CM), if that SLE has 'Use Work Comp Defaults' = TRUE then the system pull those WC defaults, otherwise it will fall back to state master configuration.

 

Task 34911 - ENHANCEMENT                                                                                                                                     

Experience Modifier Auto-Updates On MCP Policies    

Resolution:                                                                                                    

The Workers' Comp policy system in ClientSpace has been enhanced to default the Client Modifier on Client or MCP Client-Level policies to the Client's Current Mod from the Pricing Batch at creation of the policy only.  If the current mod is null the system assumes a mod of 1.

 

Task 35050 - ENHANCEMENT                                                                                                                                      

Archive the MBR Records    

Resolution:                                                                                                    

A new field has been added to the Benefits Recon Admin dataform called Archive Period (Number of Days) This field is used by the Scheduled Process called Archive Benefits Recon Records which first finds all records where IsActive = True and the Coverage Period is older than the number of days in the Archive Period, then marks them as inactive.   This date comparison is based on the following dataform date fields:  

  • MBR - Use Coverage Period  
  • MBR Match - Use Coverage Period  
  • Invoice Import - Use Date Updated  
  • Convert EDV - Use End Date  
  • Auto Reconcile - Use End Date

 

Task 35058                                                                                                                                      Click here for the Video

Default Admin Fee by Payroll Threshold    

Resolution:                                                                                                   

The Default Admin Fees area of pricing has been enhanced with the ability to set the Default Admin Fee based on the Average Payroll Threshold in conjunction with the existing Default Admin Criteria.

The selection of default admin fee is determined using the following criteria:

  • Contract Type - From the ClientMaster or PricingBatch
  • Pay frequency - ClientMaster
  • Headcount Threshold - Sum of employees for all active codes
  • Payroll Threshold - (Sum of payroll for all active codes / Sum of employees for all active codes)

The following precedence is used when selecting the default admin fee record: 

  • Contract Type, Pay Frequency, Payroll Threshold, *Headcount Threshold 
  • Contract Type, Pay Frequency, No Payroll Threshold, *Headcount Threshold 
  • Contract Type, No Pay Frequency, Payroll Threshold, *Headcount Threshold 
  • No Contract Type, Pay Frequency, Payroll Threshold, *Headcount Threshold 
  • No Contract Type, No Pay Frequency, Payroll Threshold, *Headcount Threshold 
  • No Contract Type, No Pay Frequency, No Payroll Threshold, *Headcount Threshold

* While headcount threshold is last, it is always a determining factor

 

 

Task 35442, 35443  - ENHANCEMENT                                                                                                                                   

Legal Entity Changes   

Resolution:                                                                                                    

Enhanced the Client Master Logic - When the Contract Type on the Client Master page is changed either via direct interaction or via code, the Legal Entity is changed based on the default prescribed by the new Contract Type - if there is none as in the case of defaults set to "Use State Master" prior to pricing being generated, Legal Entity is set to blank.  This enhancement works in conjunction with task 35443 where the Legal Entity field is locked down (ReadOnly).

 

Task 35240

Pricing State Policy Details not Defaulting   

Resolution:                                                                                                    

Change to Pricing which allows new Pricing States or new Codes  to be added to an already activated Batch or Pricing State with the proper defaults getting set by a User that has rights to the Add State & Code button on the Pricing Console.

Depending on how the Comp Model defaults a new WC Policy may need to be created, if it does not already exist. If one already exists, the system will use it.

The existing Pricing Batch, Pricing States and Pricing Codes will not be updated since they are already activated.

 

Task 34598                                                                                                                                      

Employment and ImportID Issues    

Resolution:                                                                                                    

Changes have been made to the way Employment records are treated when historized and ImportID's are updated.  Metadata has been added to the Employment status lookup to determine whether to "Set IsActive Checked" when the records are historized. 

  • When employment records are inserted and the metadata on the employment status is configured to set the IsActive checked to false, the historized employment record matching this status will be set to IsActive = false. The Metadata is respected now when Employment records are inserted.
  • Because the IsActive is based on metadata of the status, the system will now update inactive employment records when the Client Number is updated. Note:  Historized Employment records will be ignored as they currently do not have an ImportID.
  • The ImportID will be set on all primary records (active or inactive) downstream, regardless of the client master status when the Client Number is changed / set. The ImportID will be updated with the new ClientNumber.

 

 

 

 

 


 

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