Features and Improvements:

Enhanced Export Filter with Questionnaire and Census Data

We have expanded the export filter functionality to include questionnaire columns and census data columns that are available on the Plan Admin page. Previously, when exporting filtered results, these important data points were not included in the export file. This enhancement ensures that TPAs can export comprehensive plan information in a single file, including all questionnaire responses and census data that they can view on the Plan Admin page. This means you can now generate complete data exports for reporting, analysis, or client communications without manually compiling information from multiple sources.

Bug Fixes:

Plan Admin Table Client Notes Overflow - Fixed an issue where the client notes column in the Plan Admin table had a fixed minimum width that caused horizontal overflow, pushing other columns off the page and making the table difficult to use.

Payroll Parser Census Import - Resolved an issue where the payroll parser failed to import some census files, causing cells that were visible during the preview step to disappear when attempting to complete the import.

Dashboard Settings Access - Fixed an inconsistency where dashboard settings and widget editing options were not available after saving and returning to a dashboard, preventing users from making necessary adjustments to their custom dashboards.

Client Task Completion Notifications - Resolved an issue where notifications were not being sent when clients completed tasks. We have also added the ability to configure which internal roles receive these notifications in Settings > Advanced, ensuring the right team members are informed when client tasks are completed.

Census Completion Step Validation - Fixed a validation issue that allowed clients to submit the census completion step without actually providing census data or establishing a payroll connection, which could lead to incomplete data collection.

Duplicate Task Creation - Resolved an issue where tasks were being duplicated multiple times for a single project launch, causing confusion and unnecessary work for TPAs managing client projects.

Client Portal Login Link in Email - Fixed a malformed URL issue in the Pending Task email notification that prevented the login button from working correctly, ensuring clients can reliably access their tasks through email notifications.

Employee Census Information Overrides - Fixed an issue where manual overrides for employee census information (such as Hours Worked and Gross Compensation) were not persisting and would revert to payroll-provided values, preventing TPAs from making necessary corrections to employee data.