March 10th, 2026
New
Improved
Fixed
CX Platform
We have added an export option on the payroll page so teams can generate a spreadsheet or report directly from that view. We have done this to make payroll tracking easier and reduce the need to recreate page data manually outside the platform.

We have changed large total compensation and hours variances in Plan Admin from hard errors to warnings. We have done this to reduce review noise in cases where the values are often acceptable and do not need to block progress.
We have updated the DATAIR export to produce an Excel file with the expected worksheet naming format. We have done this to improve compatibility with downstream workflows and reduce manual file adjustments after export.
Client Portal Census Task Submission Message - We clarified error message that could appear after a client successfully completed a company details census task.
Generated Report Date Formatting - We resolved inconsistent date formatting across generated report fields.
Plan Admin Plan Navigation - We fixed a navigation issue that could open the wrong plan version from Plan Admin.
Payroll Connection Cleanup After Deletion - We resolved stale payroll connection behavior after a company or plan record had been removed.
Recordkeeper Field Clearing - We fixed a plan overview issue so recordkeeper entries can be cleared correctly when needed.
Client Portal Census Review File Selection - We resolved an issue where census review tasks in the client portal could surface the wrong file for correction.