August 2022 Major Release - 20.11.40 (July 29)

EFIN-64655

Workflow Configuration Feature Flag for Purchase Orders

The workflow configuration flag is available for purchase orders. In a future release when the option is selected, the advanced workflow will be enabled for purchase orders. Advanced workflow is not currently available for Purchase Order approvals.

EFIN-71176

Options for Entering Gender Identity in Employee Information 

To enable Gender Identity options, the field Gender is renamed to Sex at Birth and a new optional field called Gender Identity has been added to Employee Information. This field will be a drop-down list, which can be configured in a reference table with values other than Male and Female.

EFIN-76419

Display and Update Gender Identity in New Employee Access Center

On the new EAC Demographic Information page, the Gender Identity section appears if the value of the profile identifier 6002: Demographic - Show Gender Identity is Yes. It does not appear if the identifier is No.
The Employee can update the Gender Identity if the profile identifier 6003: Demographic - Allow update of Gender Identity is Yes and the profile identifier 2167: Demographic - Allow Update of Employee In (Global) is Yes. The employee cannot update the field if either of these identifiers is No.

EFIN-85087

Gender Identity Reference Table

A new reference table was added to define values for the Gender Identity field. From the Human Resources menu, select Reference Tables. In the Personnel menu, select Gender Identity.

EFIN-85088

New Employee Access Center Profile Identifiers for Gender Identities

Two new identifiers have been introduced on the new Employee Access Center Administration page. In the Profile menu for Employee Information Setup, the identifiers allow employees to review and update gender identity if permissions are allowed:

• 6002: Demographic - Show Gender Identity

• 6003: Demographic - Allow update of Gender Identity

Employees can review and update their gender identities if these Identifiers are set to Yes along with 2167: Demographic - Allow Update of Employee Info (Global).

EFIN-86716

Payroll Register: Employee Number Field Selection Criteria Changed to Lookup 

The Payroll Register report search criteria for the Employee Number field has been changed from a drop-down list to a lookup to ensure better performance in cases where there is a large number of employees.

EFIN-86826

Bulk Sync of Employee Basic Details from PowerSchool ERP to Smartfind Express

PowerSchool ERP will perform the bulk sync of employee basic details to Smartfind Express in batches of 500.

EFIN-86912

In Employee Access Center, Legacy Leave Request Only Appears if Used by District

In Employee Access Center, on the Leave page, links to the Legacy Leave Requests no longer appear when the district is no longer using them. Silverlight is not supported in 20.11 and later, so the Legacy Leave Request form cannot be opened.

EFIN-87492

Bulk Sync of Employee Leave Banks from PowerSchool ERP to Smartfind Express

PowerSchool ERP will perform the bulk sync of employee leave banks to Smartfind Express in batches of 500.

EFIN-88448

Update in Mobile Connector EmployeeApp Web Config File

After the release is installed, the JWTPrivateKey needs to be updated in the EmployeeApp WebConfig file. This only applies for the Mobile App using TIBCO.
Due to security reasons, the key is not being published.
On-Premise: Contact Support to get the JWTPrivateKey.
Cloud: Contact Support to open a case for the Hosting team to make the update.

EFIN-71803

Employee Timesheets (ETS) Resolved Error in Time Display Caused by Daylight Savings Time

When viewing My Timesheet in Employee Timesheets, if a punch in / out occurred in Standard Time, and the client is currently in daylight savings time, the time displayed was off by an hour. If a punch in / out occurred in daylight savings time, and the client is currently in standard time, the time displayed was off by an hour. This has been corrected.

EFIN-73821

User Can Delete Favorites from the Dashboard

A user is now able to delete favorites from a panel within the dashboard.

EFIN-82774

Documents Online Registry Key is Added During Installation of Documents Online Service

When deploying the Documents Online service as part of a maintenance release, the Documents Online registry key is added if it does not already exist.

EFIN-83052

Validation in Installer Prevents User from Using a Database Linked to Another Profile

In the installation process, a new validation checks the records in the catalog database and displays an error if a database is already in use by a different profile.

EFIN-83682

Employee Attendance Does Not Create a Report with No Data

When posting Attendance with Substitute Only selected, an empty report was created when there was no substitute data attached to the employee records. This is now fixed. If there is no substitute data, a message appears stating there are no records to process.

EFIN-84245

Profit and Loss Report Format Change

When the Profit and Loss report is run to Screen (PDF) destination, the detail columns display in a single row.

EFIN-84384

Payroll Encumbrance No Longer Includes Pay Rates for Next Fiscal Year

Payroll encumbrances was including pay rates in the system with start & end dates out of the fiscal year. This has been fixed.

EFIN-84390

Capture a Screen Print Fixed

Fixed the Capture a Screen Print process so that the icons appear and fixed an issue where the text in some fields was cut off on the bottom.

EFIN-85406

Change Order Approval error displays

In Change Order Approval, if the account is not allowed for use on Requisitions/POs/Payments an error appears and prevents the change order approval. Corrections were also made to the logic for inactive expenditure accounts and the display of the related error message.

EFIN-85638

Print Multiple Batches Control Number Field Not Required

On batch pages in Fund Accounting, the Print Multiple Batches page displayed the Control Number field as a required field using red text and an asterisk *. The Control Number is not required. If the field is left blank, the output includes all batches' data. The Control Number field has been changed to plain black text to indicate it is optional.

Pages fixed:

• Batch Budget Adjustments

• Batch Budget Transfer

• Batch Encumbrances

• Batch Journal Entries

• Batch Last Year Journal Entries

• Batch Accounts Payable

• Batch Receipts, Batch Receivables

• Batch Manual Checks

EFIN-85862

Add a Resource With Subpackage POS to a Role

When building a role in security, a resource could not be added with the subpackage POS.  This has been corrected.

EFIN-85940

Miscellaneous Billing: SSO Identifier Field Removed from User Record

In Billing and Receipts (CommunityPlus database), on the System Administration Users page, a fatal error was occurring when adding a user and entering data in the SSO Identifier field. SSO-related tables are not available for the CommunityPlus database. The SSO Identifier field has been removed from the Users page to prevent the fatal error.

EFIN-85952

Changes to Effective Date Changes Deduction Report

In the Effective Data Changes Deduction report, a message stating no changes were made appears when there are no changes in the Effective Date Changes record. This change was made to both the edit and the post reports.

EFIN-86290

Dynamic Leave Requests Workflow Groups

When setting up Workflow Groups for the Dynamic Leave Request, a Workflow Group cannot be saved with no rules. The software will now prevent saving a group with no rules.

EFIN-86300

Student Activity Location Activity Fiscal Summary Report Handling Receipt Against Expenditure Account

When a receipt is entered in Student Activities against an expenditure ledger account and then the Batch Receipt is posted, the student activities ledger displayed the receipt as an increased expenditure amount rather than a reducing it on the Location Activity Fiscal Summary Report. This has been corrected.

EFIN-86306

Employee TimeSheets (ETS) - No Changes to Approved Timecard

If an ETS administrator selects No for the Allow Changes to Approved Timecard option and a timecard is approved prior to the end of the pay period, previously it would navigate the employee to Past Timesheets and the employee was not able to enter time for a future period. A change was made so that if an employee opens ETS and the current period's timecard is approved, it will go to the first available future period that can be edited. If the employee needs to see the current period, the employee can navigate to Past Timesheets to display the approved timecard, even if it has not been posted.

Changes were also made to the Past Timesheets page so the Active Department is loaded even if the timecard has not been posted.

EFIN-86482

Employee Access Center Alignment Issues on iPhone 7

Corrected various alignment issues when using the new Employee Access Center on an iPhone 7.

EFIN-86605

Modified Single Sign-On (SSO) Access to Employee Access Center (EAC)

The following changes will apply based on whether the Last Day Worked has data.

• The SSO login access for EAC is deactivated on the last day worked if the administrator entered this date for the employee in the termination window. The employee can use the non-SSO URL to log into EAC after the last day worked.

• If the administrator only entered the last date to pay and not the last day worked in the termination window, the SSO login access is deactivated on the last date to pay. The employee can use the non-SSO URL to log into EAC after the last date to pay.

EFIN-86634

Employee Access Center Employee Photo Upload

The issue with the photo upload in the new Employee Access Center on the Employee Information page has been resolved.

EFIN-86702

Purchase Order Approval

In the Purchase Order Approval, if the account is not allowed for use on Requisitions/POs/Payments an error appears and prevents the purchase order approval.

EFIN-86703

Legacy Requisition Approval Error Message

In the legacy Requisition Approval, if the account is not allowed for use on Requisitions/POs/Payments an error appears and prevents the requisition approval. 

EFIN-86704

Dynamic Leave Request Changes to Designer

Entries with Corrected status do not prevent changes to the Dynamic Workflow Designer.

EFIN-86898

Employee Access Center Alignment Issues on iPhone 11

In Employee Access Center, addressed alignment issues on the iPhone 11 where the save and cancel buttons overlapped the browser controls on the following pages:

• Direct Deposit

• New Dependent Addition

EFIN-87023

Unable to Save Employee Vendor Information

In a vendor record where the vendor is an employee, an error was occurring if the Employee vendor flag was cleared and then selected again, and changes could not be saved. This has been fixed.

EFIN-87026

Pay Code and Leave Code Reference Tables

Changes were made to prevent the link between pay codes and leave codes from becoming invalid when the leave bank associated with a pay code is changed. The data is saved in a correct state in change mode when making such a change.

EFIN-87194

Added Commas to Fields in Salary and Deduction Report

In the Salary and Deduction report, added commas to the amount fields that were missing them and adjusted the formatting of the report.

EFIN-87663

Fixed Issue Where Community Log and Tapes Folders Are Not Created

Fixed issue where the Community Log and Tapes folders do not get created if they do not exist when logging into the software.

EFIN-87933

Resolved Error When FMSNXTNO Set to NULL

A customer had a scenario where fmsnxtno.next_no for configured table names was being set to NULL. The software was unable to set the next ID.  The resolution was to enhance the next ID code to detect a NULL value, and properly handle and recalculate it.

EFIN-88071

Fixed Fatal Error During Installation

Fixed a fatal error that occurred in the rebuild schema step of the installation process when two schema source files had discrepancies.

EFIN-88072

Various Database Update Fixes

The following issues were fixed with the database updates.

• If a license record exists for an add-on package but is not enabled, set it to enabled if the database update for the package is subsequently run.

• Fixed issue where records were being added to a table before the table was being created. This issue only occurs when upgrading a database from a version earlier than 5.2.

• Fixed issue where detail records for certificate notifications were being added before the main record causing a foreign key constraint error.

EFIN-88624

Texas Post Batch AP to Period 13 of Last Fiscal Year

The update impacts Texas customers only. An issue was resolved to prevent an out-of-balance occurrence when posting from Batch Accounts Payable to period 13 of the prior year. Corrected the issue that prevented checks from printing when there are batch accounts payable records from period 13 of the prior year.

EFIN-77017

MN - Corrected the 1099-NEC Box 7 Amount for an Alternate Vendor

A modification has been made to correctly load the amount in box 7 of the 1099-NEC and box 17 of the 1099-MISC for an alternate vendor.

EFIN-77552

1099-NEC Reverse Portrait Printing

The 1099-NEC will now correctly print in reverse portrait layout for the pressure seal form type when the option is selected.

EFIN-78743

1095 Maintenance Address Field

The 1095 Maintenance page has been modified to allow multiple spaces between words in the address field.

EFIN-80390

Generate the W2 Electronic File Report for a Specific Control Number

The W2 electronic file report previously included all records for the Federal Tax ID even if a specific control number was selected.  The generation of the W2 electronic file report has been corrected to include only records for a specific control number if one is selected from the Federal Tax ID Number list.

EFIN-84031

ACA Employer Setup Validation Changes

The Setup Employer page and 1095 Electronic Filing process have validation additions and changes related to members of aggregated ALE groups. Now a non-authoritative transmittal can be created for an aggregated ALE group.

The ACA Setup Employer page has a new checkbox and field labeled Multiple Profiles for District.  This has a very specific, limited use and will normally be cleared (not selected). If a district has multiple database profiles that need to submit ACA returns, and each site uses the same federal ID number(EIN), this checkbox should be selected on the authoritative transmittal.  A field appears for a user to enter the 1095 counts from the non-authoritative transmissions, which will be added to the count in the electronic file for the authoritative transmittal.