New Feature
Onboarding Packages
Automate your employees onboarding experience with Onboarding Packages. An onboarding package includes documents and training materials packaged for employees to complete during their onboarding, and can be personalized for each employee.
- Manage Onboarding Package: Navigate to the Onboarding Workflow tab in Documents to manage an onboarding package, so that new hires can receive the onboarding package during their onboarding.
- Send Onboarding Package: When adding a new employee, send an onboarding package to the employee so that the employee can complete the documents and training materials in the onboarding package during their onboarding.
How to Manage Onboarding Packages
Payroll Authorization
Admins can now add a step to authorize payroll before paying. When payroll authorization is activated, after running payroll, the payroll register and payments will be pending.
In Dashboard > Payroll Authorization, the payroll authorizer will have to enter the verification code received via email to authorize the payroll and activate the payments and payroll register.
How to use Payroll Authorization
Enhancements
Custom Hire Date Added to Demographic Report Filter
Enter a hire date range in the demographic report filter to display all employees in the company that were hired during that date range.
Delete Onboarding Employee
You can now delete an employee with the onboarding status and with no payroll run. The employee's data will be removed from your company account
Search by SSN in Demographic Report
Search for an employee via their SSN in the Demographic Report and Demographic Group Report.
Missouri State Unemployment ID
For companies with Missouri location, the State Unemployment ID field has been added to the Company Details page, in the format 12-12345-1-12
Missouri State Withholding Form
New employees in Missouri can now fill and submit their state withholding form when completing the W4 section of their onboarding. You can view and download this form in the Employee Documents.
i9 Documents Category Tagged by Type
When viewing employees i9 documents in the employee documents, you can now identify the type that was selected by the employee while uploading the document.
Bug Fixes
1. Simple IRA ER Contribution: The ER contribution is not taking into account the commission wages. It’s only calculating the other amounts for ER contribution.
2. Check Count on Coversheet: Check count on coversheet doesn’t represent the check count on payroll register.
3. State Tax Expected in 1099 Employee: Even though the employee is 1099, the system is still expecting federal and state tax details filled out.
4. Accrual Available Balance: The void reversed the current balance but it did not reverse the available balance.
5. Available Balance Incorrectly Calculated with Time Off Requests: When calculating the Available balance, if there are approved time off requests from the previous year, their hours will be included in the available balance.
6. Add Manager User: When the Admin tries to add an employee as a Manager, and assign to a company location, they get an internal server error.
7. Complete i9 Reminder Not Showing Up: I9 reminders not showing up on the dashboard.
8. The type filed was not correctly parsed into the company reminder.
9. Termination Check Date: In the preview section of the termination payroll, the check date shows the day after the date that was actually selected, but when the payroll is submitted it is correct.
10. I9 Duplicates: For employees hired from the ATS, when they complete their I9 form while onboarding, the system duplicates the signed form in “Employee Documents”.
11. Location Filter: In the Demographic Report, the Client cannot filter by the locations as it is only showing the cities. The Company has 5 locations but these locations are in two cities, so the system only displays the two cities.