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.

Features and Improvements:

Team-Wide Shared Filters

We have introduced the ability for team administrators to save filters that are visible to all team members. This was done to eliminate the need for each team member to manually recreate commonly used filters, saving time and ensuring consistency across workflows. TPAs can now access a dedicated "Team-wide Filters" section within their saved filters list, making it easy to find and apply standardized views shared by their admin.

Needs Review Status for Payroll Mappings:

We have added a new "Needs Review" status for payroll and report mappings across the CX platform. This was done to make it easier to identify and communicate payroll mapping issues that require TPA attention. TPAs can now see the Needs Review status on payroll mapping chips, filter by it, include it in payroll page exports, and view it on company and plan pages — providing full visibility into mappings that need action.

Document Upload Notification Enhancement:

We have updated document upload notification emails to include the name of the client associated with each uploaded document. Previously, TPAs had to log into the platform and navigate to the upload to identify the client. TPAs can now immediately see which client a document was uploaded for directly in the notification email, streamlining their document review workflow.

Custom Plan Names for Joinder Plans:

We have added the ability to customize the plan name and plan code when creating a new Joinder plan. TPAs can now specify a custom plan name and unique plan code during Joinder creation, giving teams more flexibility in how they organize and label their plans.

Internal Task External URL Support:

We have enabled the Open External URL task type to function correctly for internal tasks. This was done to mirror the existing external URL behavior available on client task types, ensuring a consistent experience across task types. TPAs can now add external URL links to internal tasks and open them directly from the task view using the same blue link display used in client-facing tasks.

Bug Fixes:

Payroll: We resolved an issue where the "Last Payroll" date displayed on the Payroll page did not match the "Payroll Sync" date shown under Companies/Plans, ensuring dates are now consistent across all views.

Payroll: We fixed an issue where the payroll connections list was truncated when sorting by company name, preventing all connected plans from displaying all records.

Payroll: We fixed an issue where uploading new payrolls did not trigger the configured project launch service, ensuring that payroll-triggered project automations now fire as expected.

Features and Improvements:

Payroll Page Export

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.

Census Validation Warning Improvements

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.

DATAIR Export Format Improvements

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.

Bug Fixes:

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.