Report Management System
Report Start Date Issue in January
When running reports with the option "First day of previous month," the report was not correctly calculating the start date. This has been fixed to properly handle year transitions.
Work Injury List Report Missing Assignment Data
The Work Injury List spreadsheet report was only showing temporary job assignments and missing assignment schedule information. The report now includes all relevant assignment data for complete records.
Inconsistent Report Filtering Options
The Gross Profit Detail reports had different filtering options between the paginated and spreadsheet versions. Both reports now offer the same filtering choices for consistency.
Corrected Invoices Not Showing in Statements
After correcting an invoice that had been fully paid, the corrected invoice was not appearing on customer statements. Statement reports now properly display corrected invoices with updated balances.
Duplicate Records in Payroll Tax Reports
The Payroll Taxes report was showing duplicate entries because data was being pulled at the wrong level. Each payroll tax record now appears only once.
Employee Report Error with ACA Data
Running employee reports with only the ACA Termination Date column selected was causing errors. The report now runs successfully regardless of which ACA columns are selected.
Payroll Summary Report Accrual Balance Issue
The Payroll Summary Report was showing overall accrual balances instead of balances for the selected date range. The report now displays accurate accrual information based on your date selection.
Payroll Register Report Hours Calculation
The Payroll Register Detail Report was incorrectly calculating total hours when the "Show Detail" option was set to "No." Total hours are now calculated correctly in all display modes.
Admin Tool Management (ATM)
Exception Rules Applied Incorrectly
Exception alerts were triggering based on office staff access rather than the customer or employee's office assignment. Exceptions now correctly respect the entity's office assignment when determining if alerts should fire.
Hire Date Populated Too Early
When the Hire Date Calculation option was set to "Payroll Post-Assignment Start Date," employee hire dates were being populated after the midnight job ran, even if payroll had not yet been posted. Hire dates now populate only after payroll is actually posted.
Email Template Name Length Issue
The Email Template Name field allowed entry of more than 50 characters, causing errors when saving. The field now properly limits input to 50 characters.
Employee Applications
Incident Date Missing from Work Injury Grid
The Incident Date column was not displaying in the Work Injury grid on the Employee Detail page, even though the data existed. The Incident Date now appears correctly in all related views.
Interview Questions Showing Wrong Information
When adding interview questions, the dropdown was displaying internal list item codes instead of user-friendly descriptions. Interview questions now show clear, readable descriptions.
Interview Edit Date Not Updated
When editing an interview list item, the updated date was not being displayed. The interview card now correctly shows the most recent edit date.
Profile Picture Update Access Issue
Office staff were receiving "Unauthorized access" errors when trying to update profile pictures for new hires who had already been moved to Employee status. Profile pictures can now be updated from any applicable screen.
Work History Form Missing Validation
The Work History form fields were missing proper validation, allowing users to enter data that could cause errors. Appropriate validation is now in place for all fields.
Selection Not Reset After Refresh
In the Education and Employment sections, row selections were persisting after clicking the refresh button. Selections are now properly cleared when refreshing the page.
Employment History Field Validation Missing
Users could enter text exceeding character limits in the Employer and Title fields, causing data to be truncated without warning. Proper validation now prevents entry beyond defined limits.
Previous Bank Account Not Inactivated
When employees completed a Multiple Direct Deposit task selecting the payroll debit card option, their previous bank account was not being marked as inactive. The previous account is now properly inactivated when a new payment method is added.
Kansas Tax Filing Status Not Populated
When employees completed the KS-W4 task selecting "Joint" as their allowance rate, the filing status was not being reflected in their Kansas State Tax settings. The filing status now populates correctly from the task.
Conviction Screen Not Refreshing
When navigating between candidates using the Next/Previous arrows, the Conviction screen was not updating to show the selected candidate's information. The screen now refreshes properly when switching between candidates.
Customer Applications
Duplicate Organization Names with Spaces
The system was treating organization names with leading or trailing spaces as different from the same name without spaces, allowing duplicate records to be created. The system now properly trims spaces when checking for duplicates.
Inactive Customer Role Still Granting Full Access
Contact persons with inactive customer-level roles but active job-level roles were incorrectly able to view and edit time punches for all employees under a customer. Access is now properly restricted to the specific job.
Attach Timecard Field Not Updating
When creating departments and changing invoice settings, the "Is Attach Timecard" field was not automatically updating in the database even though the screen showed the correct value. The field now updates properly without requiring manual intervention.
Sales Tax Field Cannot Be Cleared
When editing an address that had a Sales Tax value, clearing the field and saving did not remove the existing value. Users can now successfully clear the Sales Tax field when needed.
Invoice History Year Display Issue
When an invoice had an invoice date in one year but an accounting period in a different year, the Invoice History year dropdown was showing the wrong year. The dropdown now correctly displays the invoice year for proper filtering.
Unauthorized Payment Histories Visible
The Payment History grid was displaying payment information for all customers, including those the office staff did not have access to. The grid now only shows payment histories for authorized customers.
Assignment
Assignment Grid Filter Not Working
The Current/All filter in the Assignment grid was not functioning properly. Additionally, session grid filtering only worked when Tile Filter was enabled. Grid filtering now works correctly in all configurations.
Unit-Based Time Entry Not Working from Assignment Snapshot
Employees were unable to enter unit-based time entries from the Home > Assignment Snapshot screen when their job was configured for unit-only transactions. This feature now works correctly from all entry points.
Global Search
Advanced Search Fails with Multiple Contact Roles
Performing an advanced search while selecting multiple Contact Roles (4 or more) was causing the search to fail. Advanced Search now works correctly regardless of how many Contact Roles are selected.
Text
Unread Message Count Not Updating
When reading text messages from the Employee Detail page, the unread message count was not decreasing. The unread count now updates consistently regardless of where messages are read from.
Mass Text Opt-Out Blocking Individual Messages
When a phone number was set to opt-out of mass texts only, the system was incorrectly blocking individual text messages as well. Individual texts can now be sent while mass texts remain blocked as intended.
Back Office
Payment Correction Grid Hidden
When performing payment corrections for daily-level transactions, the grid showing original pay rates was becoming hidden, preventing users from updating pay rates. The correction interface now displays all relevant information clearly.
Portal
W2 Instruction Link Displayed When Not Configured
In the Employee Portal Tax Documents section, a link was appearing in the Attachment column for W2 documents even when no instruction link was configured. The Attachment column now remains blank when no link is configured.
Data Archival
Rehire Date Incorrectly Updated After Archival
When older payments were archived, the employee's rehire date was being incorrectly updated during new payroll processing. The system now properly considers archived payments when determining rehire dates.
Accrual Balance Discrepancy After Archival
Archiving older pay history was causing discrepancies in accrual balance calculations for future accruals. Accrual balances are now calculated correctly using proper historical data.
Time Rack (Integration)
Missing Overtime After Split
When overtime was split across multiple days during Time Rack import, one of the overtime entries was being omitted. All overtime entries are now properly created for split overtime.
Mobile Application
Incorrect Editor Name on Mobile Time Punches
When employees entered time punches through the mobile app, the "Last Edited By" field was showing the office staff who assigned the employee instead of the employee who entered the time. The correct editor is now displayed.
Multiple Assignment Maps Display Issue
When viewing multiple assignments in the mobile app, maps were automatically rendering and displaying incorrect data. The app now properly manages map display, showing only one map at a time with correct assignment information.
Add Action Missing for Non-Resident Addresses
In the Employee Portal, the option to add a new address was not appearing when the existing address was marked as non-resident. The Add action now displays correctly for all address types.
Document Add/Edit Not Working
Users were unable to add or edit documents in the My Profile section. The document management feature now works as expected.
Password Reset Network Error
During password reset, network logs were showing incorrect status codes and login counts were not updating properly. The password reset process now functions correctly with accurate tracking.