Changelog

Features and Improvements

Filter Search Auto-focus: We have added automatic focus to the search input when you open a filter panel anywhere in the application. This was done to reduce extra clicks and speed up filtering—you can start typing as soon as the filter opens. For you, this means faster navigation and less friction when filtering projects, tasks, clients, or other lists throughout the platform.

Project Status Filter: Multi-Select We have updated the project status filter to support multiple statuses at once using checkboxes instead of a single selection. Multiple clients had requested the ability to filter projects by more than one status (e.g., "In Progress" and "Review") in a single view. You can now select several statuses together when viewing your project and task lists, so you can see exactly the mix of work you need without applying the filter repeatedly.

Bulk Participant Actions: We have introduced bulk actions for census participants so you can update many participants at once. When you use "More > Bulk actions" on a participant list, you can now mark participants as inactive. Support Guide

Multiple Payroll Client Controls: We have added a client-level setting that allows you to enable multiple payroll connections per plan sponsor. On the client overview page (above the notes field), a new "Enable Multiple Payroll Connections" option lets you turn this on when your service agreement supports it; when enabled, plan sponsors can connect more than one payroll in the Client Portal.

Bug Fixes and Performance Improvements:

Live Service Tracker Duplicate Entries: Resolved an issue where the live service tracker could show the same person multiple times.

Re-Applying Search Filter: Fixed a bug where changing search criteria and clicking Apply again could break the filter state; filters now update correctly when you re-apply with new search terms.

Client Portal Unable to Add Additional Owners: Fixed an issue where typing an SSN and selecting a name in the owner flow did not add the owner; selection and add flow now work as expected.

Use Last Year's Record Clearing Other Fields: Fixed a bug where using "Use last year's record" in one field could clear prior-year information in other fields on the same form.

3(16) Payroll Processing Project: First Automation Not Running – Resolved an issue where the first automation in the 3(16) payroll processing project was not running for plans with mapped payrolls and a dedicated payroll submissions project.

Payroll Export Date Range: Fixed date range handling so that exported payroll data matches the selected pay period start and end dates on the payroll screen.

SharePoint Import Not Importing Files: Resolved an issue where SharePoint import was not successfully bringing files into the system.

Date of Hire Inactive Logic: Updated inactive employee logic so that employees with a termination date but no date of hire are correctly marked inactive in payroll reporting.

Client Portal Unable to Select Owner by SSN Search: Fixed an issue where searching by last four of SSN on the Owner & Officers page did not allow selecting the person from prior-year census; search and selection now work correctly.

Client Portal Owner Selection SSN Display: We have updated the Client Portal so that participant SSNs are not shown when they are missing or invalid.

Bug Fixes and Improvements

Trust Accounting Sheet Generation - Resolved an issue where custom format Trust Accounting sheets were failing to generate correctly for certain plans, ensuring reliable export of trust accounting data in your preferred format.

Trust Accounting Scheduled Scripts - Fixed an issue where scheduled Trust Accounting scripts were not running as expected, restoring automated processing functionality.

Trust Accounting Statement Download - Resolved an issue preventing certain trust accounting statements from being downloaded, ensuring reliable access to statement files.

Transaction Details Population - Fixed an issue where transaction details were not populating on the account summary page after saving changes to transaction details within a statement.

Plan Status Display for Ignored Accounts - Fixed an issue where plans with all accounts set to "ignore" in TPA Assets were incorrectly showing as "missing" instead of "ignore," causing confusion when reviewing plan status.

Features and Improvements:

Accept Current Value for Census Scrub Checks

We have introduced the ability to accept or dismiss census scrub check alerts that may not be relevant for specific clients. When viewing scrub checks, you can now select "Accept Current Value" to remove an alert from the list. If you need to review previously accepted checks, simply select More > Reset Census Issues to restore them. This gives you greater control over your census review workflow and reduces noise from alerts that don't require action.

Improved Plan Selection Visibility in Sidebar

We have updated the sidebar to ensure that the currently selected plan is visually highlighted consistently with other sections of the application. This visual improvement makes it easier to quickly identify which plan you're working with as you navigate through different areas of the platform.

Bug Fixes:

Email Template Access Error - Resolved an issue where users encountered a "Failed to parse body" error when attempting to open email templates, preventing access to template editing functionality.

Payroll View Context Menu Navigation - Fixed an issue where the payroll view lacked quick navigation options. You can now right-click on any row in the payrolls page to access a context menu with options to view Company, Plan, Payroll Connection, Participants, and Payroll API Mapping.

Participant Page Payroll Navigation - Corrected the navigation behavior when clicking on the Payroll card from the Participants page. The link now properly directs you to the appropriate payroll connection or reports view based on the connection type.

Payroll Filter Results Consistency - Resolved an issue where payroll filters were not consistently displaying results that matched the selected filter criteria, ensuring more reliable data filtering.

Plan Admin Census Data Type Display - Fixed the census data column on the Plan Admin page to correctly display "Payroll" when connected to a payroll integration and "Reports" when using uploaded payroll or census reports.

Census Data Editing Persistence - Resolved an issue where selecting one census issue resolution option caused other available options to disappear from the page until refresh. Issue options now remain visible when making multiple corrections.

Payroll Sync Service Stability - Fixed an unexpected error in the census eligibility calculation that was causing the payroll sync service to fail for certain plans.

Enhanced Search Across Application Pages - Improved the search functionality across multiple pages including Plan Admin, Participants, Payroll, Investments, People, and Clients. Search is now available in the filter bar by default, and you can use Cmd/Ctrl+F for quick access.

Payroll Status Count Updates - Fixed an issue where status chip counts on the Payroll page were not updating when applying search filters. The counts now accurately reflect your filtered results.

Client Deep Link Selection - Resolved an issue where navigating directly to a client page via deep link did not properly highlight the selected client in the companies list, especially when the client was not initially visible.

Plan Admin Payroll Data Navigation - Fixed an issue where selecting "View Payroll Data" from the right-click context menu on the Plan Admin page was not functioning correctly.

Bug Fixes

Transaction Details Population - Resolved an issue where transaction details were not automatically populating on the account summary page after linking a missing statement to an account, requiring manual intervention to view transaction information.

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.

Features and Improvements:

Show Modal to Confirm Delegated Access and Explain Implications

We have added a confirmation modal that appears when accessing the client portal through delegated access, clearly explaining the implications of this action. This ensures you understand when you are viewing the portal on behalf of a client and helps maintain clear boundaries between your administrative view and the client experience.

Add Help Text to Bulk Task Deletion Modal

We have added informational text to the bulk task deletion modal that warns you when automations set up to run after deleted tasks will not automatically trigger. This helps you understand the full impact of bulk deletions and prevents unintended workflow interruptions, allowing you to make informed decisions about task management.

Request Live Client Portal Screen View

We have implemented a live screen sharing feature that allows you to request and view a client's screen in real-time when they are active in the client portal. This enables you to provide immediate assistance and guidance to clients, improving your ability to troubleshoot issues and support client interactions without requiring separate screen sharing tools.

Read the support guide here: Client Portal Live View

Check Email Connectivity and Roles Assignments Before Launching Projects

We have added a connectivity check that alerts you when your email inbox is disconnected or specific roles are not assigned, before launching projects with email automations. The system now shows you which clients and plans will be affected and gives you options to connect your email and confirm role assignments before launching the project.

Bulk Provisions Upload

We have implemented the foundation for bulk provisions upload functionality with a new modal interface and step indicator. This initial release provides the user interface structure for uploading provisions files in bulk, setting the stage for more efficient provisions management that will reduce the time spent on individual plan setup.

Read the support guide here: Bulk Provisions Upload

Bug Fixes:

Negative Numbers on Plan Admin Dashboard - We resolved an issue where negative numbers were incorrectly displaying on the plan admin dashboard instead of accurate plan counts.

Pay Change Report Generation - Resolved an issue where the pay period change analysis report automation was failing, preventing reports from being saved to client directories automatically.

Removing Inactive Tag on Project Templates - Fixed an issue where the "Inactive" tag could not be removed from project templates, allowing you to manage template tags as needed.

Unable to Send Email Review Documents Request Through Automation - Fixed an error that was preventing internal email communications from being sent when using the "assignee" as the sender address in email automations.

Project Launch Failures - Resolved an issue where projects could not be launched if clients did not have a Project Lead role assigned, making the Project Lead role optional for project launches.

Questionnaire Form Submissions - Fixed an issue where plan proposal projects were failing to launch after questionnaire completion, ensuring projects trigger correctly when questionnaires are submitted.

Plan Admin Status Recalculation Errors - Fixed an issue where questionnaire and census data indicators temporarily disappeared from the plan admin table during status recalculation, ensuring status information remains visible throughout the process.

Plan Admin Page Updates - Fixed filter inconsistencies, added sort options to table columns, added Company Tags filter option, and added a column to display company-level tags for better plan administration visibility.

Plan Admin Page Census and Questionnaire Columns - Fixed filter functionality issues, resolved negative number displays caused by duplicate database entries, added Questionnaire and Census Data status columns, and improved filtering to show MEPS/PEPs plan sponsors by default with optional joinder company inclusion.

Failed to Update Plan Issues - Resolved an issue where a "Failed to update plan" error message appeared when updating provisions, even though the updates were actually successful, and fixed an error that occurred when editing provisions directly after importing.

Client Directory Updates - Updated the system to prevent accidental deletion of client directory folders, protecting your file organization structure.

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.

Happy New Year!

With the new year, we’re ringing in some large improvements to the CX platform that will help your team this census season.

Features and Improvements:

Plan Admin Dashboard

We’ve added a new Plan-Year Admin Status that provides a clear, consistent view of where each plan year stands in the annual administration lifecycle. This status is automatically calculated from key upstream signals, supports manual overrides with full history, and keeps parallel work like Notices, SARs, and RMDs tracked independently. The result is improved visibility, more reliable reporting, and a stronger foundation for automation, dashboards, and SLAs—helping TPAs manage plan years with greater confidence and efficiency.

Email Locking

We have added a new feature to lock and unlock email templates to prevent edits when being utilized by projects and automations. This helps ensure the correct verbiage is sent at the right time.

IRS Compensation Guidelines

We have updated our scrub check system to account for the new IRS contribution limit guidelines for 2025.

Export Retirement Plan Report Update

We have added configuration options for excluding/including participants with 0 compensation.

Bug Fixes:

1. Questionnaire Field Default - We resolved a bug where switching question defaults for a questionnaire would cause the form to break.

2. View Deletion Issues - We have resolved issues when deleting custom data views and have additionally updated the confirmation message to better reflect updates.

3. View Cloning - We have resolved issues with cloning templates where views would be created with incorrect resource types.

4. Early Retirement Age - We have resolved an issue where early retirement age provisions calculate incorrectly.

5. Export Filter Results - We have resolved an issue where filter results on the plan admin dashboard could not be exported.

6. Client Invite Deduplication - We have resolved an issue where email invitations would send multiple times to plan sponsor contacts.

7. Custom Views Overflow - We have resolved an issue where adding additional fields to a view would flow out of the view port.

8. Payroll Connection Page - We have resolved an issue where certain payroll connection tasks would get stuck in the connection flow.

9. Contact Visibility Issues - We have resolved an issue where certain visibility standards were not being applied correctly to certain plan contacts.

10. Project Plan Selection - We have made an update to ensure only plans associated to the plan sponsor company can be selected on a project record.