Features and Improvements:

When Launching a Project, Ensure Client Roles are Assigned

We have implemented a role assignment check when launching projects that prompts you to assign any missing client roles before project launch. This ensures all required roles are properly configured upfront, preventing workflow interruptions and ensuring tasks are assigned to the correct team members from the start.

Option to Disable Census Option in Client Data Collection Task

We have added an option to disable census submission in client data collection tasks for TPAs that have already collected client census data prior to using CX. When selected, the census upload step is automatically completed in the client portal, allowing you to streamline the data collection process for clients who have already provided their census information.

Add Embed Codes to Pages

We have added the ability to include embed codes on pages, giving you more flexibility in customizing page content and integrating external resources. This enhancement allows you to embed third-party content directly into your pages as needed.

Update Payroll Mapping Task

We have consolidated and improved the payroll mapping task to ensure only one task is created when payroll data requires mapping, with clearer descriptions of the mapping process. This reduces task clutter and provides better clarity on what actions are needed when new payroll data arrives.

Update Send Email Automation to Allow Individual Emails

We have added an option to send separate emails to each recipient listed in the To field, with CC'd recipients attached only to the first email. This allows you to send personalized communications to multiple recipients while maintaining appropriate CC handling.

Settings > Advanced: Roles to Show in Client Portal

We have added configuration options to control which internal roles are displayed in the client portal, with options to show all roles, specific roles, or exclude certain roles. This gives you granular control over client portal visibility, allowing you to customize the client experience based on your workflow needs.

Bug Fixes and Improvements:

Client Portal Showing Incorrect Plan Year - Updated the plan year logic to correctly display the last completed plan year in the client portal, ensuring accurate year information is shown to clients.

Setting SSN on the Participants Page - Fixed an issue where SSN updates on the participants page were not saving correctly, ensuring participant information can be updated as needed.

Participant Export File - Fixed an issue where participant exports were creating corrupted Excel files by ensuring proper plan ID handling in participant activity exports.

Email Template Locking - Resolved an issue where email template edits were not being saved after unlocking templates, ensuring your template customizations persist correctly.

Payroll Export Corrections - Corrected an issue where exported census files were showing duplicated compensation amounts in the gross minus exclusions column.

Automation API Handling - Fixed an automation error that was preventing the generation of finalized census files by properly handling hours worked and gross compensation across all plans.

Project Progress Status - Resolved an issue where project progress was not displaying correctly in the Projects section.

Uploaded Census Display - Census files uploaded via the Data Collection task no longer incorrectly appear in the Payroll Reports section.

Payroll Re-Authentication Issues - Fixed an issue where payroll re-authentication was failing due to incorrect integration filtering, allowing payroll connections to be re-authenticated successfully.

Hidden File Notifications - Updated the system to prevent notifications from being sent when hidden files are uploaded, reducing unnecessary notification noise.

Reminder Service Improvements - Fixed an issue with the schedule-client-reminders service that was preventing it from starting correctly.

Census Task Submission - Resolved an issue where the Enter Details task was incorrectly blocking completion with a payroll connection error, allowing tasks to be completed successfully.

Client Portal > Dashboard > Contacts should check ALL roles when filtering - Updated the contacts filter to check all roles when filtering, ensuring contacts are displayed correctly based on their role assignments.

Assisted Connection Email Does Not Direct Plan Sponsor to Guide - Updated the assisted connection email to correctly direct plan sponsors to the appropriate payroll guide instead of the main website.

Client Portal Form Error - Resolved an issue where client portal forms were failing to load with "Invalid Form ID" errors, ensuring forms display correctly for clients.

Plan admin status not updating on project launch - Fixed an issue where plan admin status was not updating when projects were launched, ensuring status information remains current.

Add API Wait Time for Save to File Path Automation - We have resolved an issue with the save to the save project file to path automation to ensure PDF files have sufficient time to generate before the automation attempts to access them.