February 6th, 2026
New
Improved
Fixed
CX Platform
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.

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.