New

Workflow Insights Permissions Support
Workflow Insights are now available to users with admin level scoping in their permissions.

Starred Provisions
Favorite commonly used provisions to quickly pin them to the top of your provisions list for easy viewing.

Pre-entry compensation column added to payroll exports
We’ve added a new column to payroll exports to quickly show calculated compensation prior to the entry into the plan.

Fixes and Improvements

• Payroll and census workflows: resolved issues with payroll date range grouping for mixed pay types, payroll reports, payroll linking, and upload-triggered project launch behavior.

• Automations: fixed cases where onboarding project launcher triggers failed to launch projects, reconfiguring an automation opened the selector instead of the automation, save automations sometimes generated incorrect folders, and copying variables from plan to client level failed.

• Email and reminders: fixed cases where send-email automations reported success while emails remained in drafts.

• Client portal and access: fixed client portal login failures after logging out, inconsistent portal access visibility by user, and permissions-view column header misalignment.

• Plans and dashboards: wrong-plan navigation from combo milestones, broken plan structure filtering on the companies page, and project labels being applied incorrectly in some cases.

• Reporting and admin: fixed milestone filter behavior, number fields showing NaN in the Case Checklist task, and plan admin discrepancies.

• Session stability: fixed cases where CX logged users out after a few minutes.