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.