February 2024 Monthly Release - 23.10.4 (January 26)

EFIN-112874
EFIN-110465

Export Tool: Export Areas Added

In System Administration, Administration, Imports & Exports, Export Tool, the following 38 export areas have been added in this release. Refer to the online help page Export Tool: Export Areas for details.
1099 Types
1099R
ACA Hours
Activity Codes
Alt Vendor Address
App Recommendation
Approval Group
Asset Activity
Asset Category
Asset Department
Asset Function
Asset History
Asset Location
Assignment Table
Attendance
Batch Deduction
Batch Dependents
Batch Encumbrance
Batch Payrate
Batch Schedule
Batch Status
Batch Tax Info
Ben Charge Override
Calendar Table
Change Order
Check Reconciliation
Commodity
ContEd Detail
Course Detail
Deduction Table
Department Table
Depreciation
Employee Location
Employee Stathist
Employee W2
Fund Source
Future Deductions
Inventory Usage

EFIN-112864

Budget vs Actual KPIs Loading on Dashboard

For some users, the Budget vs Actual KPIs were taking a long time or failing to load on the CFO, Principal or My Dashboard. This has been resolved for customers not using Flexible Account Structure by optimizing the queries that load the panels.

EFIN-112672

Import Tool: Pay Rates for Districts not Using Position Control 

In the Import Tool, a new import area has been added for pay rate information when the pay rate is not associated with a position. The new import option supports the creation of new pay rates as well as updating existing pay rates. All inserts and updates processed through the pay rate import will be logged in Employee Activity and Pay Rate History.

The pay rate import is only available for customers who are in the implementation process. Your Application Consultant can assist you with enabling this import during your implementation.

We strongly recommend that you do not use this feature when you are running payroll in production. 

EFIN-112128

Export Tool: Manage Templates Option Available

In the Export Tool, users can perform the following actions on the Export template:

• Edit the template name using the Edit option. When saved, a confirmation message appears: Templates saved successfully.

• Delete the template using the Remove option. When saved, the template is removed from the list.

EFIN-110660

Import Tool: Added Batch Position Control Employee Assignments

In the Import Tool, a new import area is introduced for the Employee Assignments for Batch Position Control. With the new import option, existing pay rates can be assigned to positions that are set up as batch position. This option is used when you are implementing Position Control for a new job class.

EFIN-113440

New Employee Access Center (EAC) Navigation Change When Employees May Update Race Demographic

In new EAC, if an administrator has set the Profile, Race/Ethnic Identity identifiers 2500, 2501, and 2503 to Y to allow employees to update race information on the Personal Information, Demographic Information page, employees now need to select the drop-down menu and make adjustments by selecting or clearing the checkbox for each item. Selected items will appear as buttons. If buttons are displayed, they will not have an X to remove them, but if the drop-down menu checkbox is cleared, the button is removed. This is a temporary update and the delete (X) from the race button will be available in a future release.

EFIN-113438

Import Tool: Revenue Ledger Imports When Ledger Title not in Import File

In the Import Tool, revenue ledger imports were failing if the ledger title was not provided in the import file. This has been resolved. The ledger title is defaulted to the concatenated value of budget unit and account title if it is not included in the import file.

EFIN-113364

Reduced Log Level To Improve Software Performance

The level of logging for the core application has been reduced to recommended levels to improve software performance. 

EFIN-113179

Billing and Receipts Print Statement from Customer Information Page

In Billing and Receipts, Miscellaneous Billing, on the Customer Information page, when the Print Statement option is selected, attachments are now created as expected. Previously, a fatal error was generated when the directory for statement printing did not exist on the server. The issue has been resolved and a directory will be created if it does not already exist.

EFIN-113174

Import Tool: User-defined Page Checkboxes Are Selected in Pending Employee Center After Import

When using the Import Tool to import employee information for user-defined pages, the Pending Employee Center now reflects a selected checkbox after the information is imported. For example, if the import file contains information for Employee Group Life Over 50K for a pending employee, after the import is completed, that checkbox will be selected on the pending employee record. Previously, the checkbox remained clear.

EFIN-112690

Advanced Workflow Approval .xlsx and .docx Attachment Downloads 

When using Advanced Workflow for approvals, an approver can download .xlsx and .docx files from the list or detail page. Previously, Advanced Workflow only allowed .pdf and .jpg files to be downloaded.

EFIN-112602

Employee Access Center (EAC) Pay Stub PDF

In EAC, an error directing to contact the System Administrator appeared when an employee tried to display or download a pay stub PDF and the following fields were not populated:

• Employee Number

• Address (line 1 or 2)

• City

• Zip Code

The issue has been resolved and the PDF is generated and can be displayed or downloaded.

EFIN-112596

Import Tool: Human Resources Reference Table Departments Identifies Department Code as Required

In the Import Tool, when inserting or updating the HR Departments reference table, the summary report was not identifying the Department code as required. If a record in the import file was missing the department code, there was not a corresponding message in the summary report, but the record was not processed. This has been resolved, and the appropriate message will alert the user that the Department code is required in the import file.

EFIN-112510

Integration: Reject Attendance from SmartFind Express (SFE) if Status is P, E, or S

In Human Resources, on the Attendance page, after the posting status of an attendance record is updated to E - Employee Only, S - Substitute Only, or P - Posted, then any subsequent bulk requests from SFE that include this posted date are partially rejected: the system rejects the request for the already posted date but creates new entries for any additional dates.

EFIN-112452

Integration: Records Direct Deposit Update Populates Bank Routing Number in Effective Date Changes

In Human Resources, Effective Date Changes for Deductions, when data is received from Records, an issue was discovered where the bank routing number was not included, and an error occurred when a user tried to post the deduction record. This has been resolved. The routing number will be populated on the deduction record from the bank code used on the record, and the record will post without an error.

EFIN-112427

New Employee Access Center (EAC) No Longer Creates Incorrect Effective Date Changes Records for Local Tax Setup

When using new EAC, an issue was discovered that when employees were allowed to edit the print options for W2s and 1095s, it was creating Effective Date Changes Tax records with incorrect information, even if employees were restricted from making changes to taxes. This has been resolved and edits to the print options will no longer product tax records in Effective Date Changes. In addition, if employees are allowed to make edits to tax information in EAC, only the edited values will be present in the Effective Date Changes tax record.

EFIN-112344

Import Tool: Map Import Fields Page Error for Unique Fields

In the Import Tool, the Map Import Fields displayed an error that unique column mapping was missing, even though the mapping was present. The issue was occurring when a unique column for an import area is mapped to another field of same table. This has been resolved.

EFIN-112323

Miscellaneous Billing Print Statement Page Aligned Fields and Labels

In Billing & Receipts, Miscellaneous Billing, Customer, Customer Information, the Print Statement page has been updated to align the fields and field labels.

EFIN-112214

Employee Access Center (EAC) Email Notification for Tax Information Changes Removed Incorrect Statement

In EAC, when an administrator sets Email Notification Setup Identifier 2616, Notify Employee on Update, to B - Both, the body of the email that was generated contained an incorrect statement: The employee cannot be notified of this update because the email address is blank or invalid format.

The statement was present even though the correct email notifications were sent and received. The statement has been removed from the email.

EFIN-111934

New Employee Access Center (EAC): Effective Dates Changes for Annual Open Enrollment

When using new EAC, an issue was discovered where open enrollment posting dates in Effective Date Changes were reflecting the date that the employee submitted the request through EAC, instead of the actual benefit effective date entered by an administrator in EAC Benefits Setup, Identifier 2141, Effective Date for Annual Benefit Enrollment. This has been resolved.

EFIN-111933

New Employee Access Center (EAC) Now Displays Degree School

When using new EAC, Personnel Information, on the Education page, the Degree School field was not populated, even if there was information in the employee record. This has been resolved and the Degree School displays as expected.

EFIN-110197

Human Resources Purge Options Enhancements

In System Administration, Human Resources Purge Options, some enhancements have been made:

On the Employee Activity page: Corrected a spelling error in the confirmation window.

On the following pages, the default response for the confirmation has been changed to No.

• Check Reconciliation

• Employee Timesheets

• Purge Position History

EFIN-110150

Log File for Action Bar Imports Contained Incorrect Errors

On multiple pages that have an Import option on the action bar (examples include Fund Accounting, Batch Journal Entries and Human Resources, W2 Processing, Employee W2 File Update, Import Box 12 or 14), the error reports included errors related to window handling during the import process.

Incorrect errors included:

• Window is already open

• You cannot Close, Clear, or make Current an unopened window

The imports were processing and completing successfully. These errors have been addressed and will no longer appear in the log file.

EFIN-109426

Batch Position Control Add New Position Field Allows Special Characters

Batch Position Control has been updated to allow the characters space, dash (hyphen), and & (ampersand) in the position field.

EFIN-96842

New Employee Access Center (EAC) What If Paycheck Title Displayed HTML Code In Error

When using new EAC, some customers reported that the Salary and Benefits, What If Paycheck Calculator page title and menu contained HTML tags instead of the expected quotation marks. If an administrator adjusted the Titles Setup Identifier 2300 and removed the HTML tags and entered quotation marks and saved, the title appeared as expected. This has been resolved and the HTML tags no longer display.

EFIN-112131

Corrected Minor Usability Issues on 1095 Maintenance Setup Employer Page

In Human Resources, Affordable Care Act, 1095 Maintenance, on the Setup Employer page, we corrected several minor usability issues that were found during internal end-to-end testing.

EFIN-111044

W2s, W2Cs and 1099Rs Minor Usability Issues Corrected

Corrected minor usability issues discovered during internal end-to-end testing of W2s, W2Cs, and 1099Rs.

EFIN-110071

CRDC 2021-22 New Fields for Employee Location Maintenance, Load, and Reports

We have modified the Civil Rights Data Collection for the 2021-22 reporting to restore previously reported fields and add new fields according to the latest requirements. FTE counts for first-year teachers, second-year teachers, and teachers with 10-day or more absences are included again for 2021-2022 and beyond. New fields have been added for certified teachers endorsed in specified areas (mathematics, science, English as a second language, and special education). The counts for current year teachers are now disaggregated by gender, ethnicity, and race. All fields restored or added are considered optional for the 2021-22 report.

The load has been modified to include the new fields for 2021-22 and later. The FTE counts by subject are not calculated during the load at this time but will be included in a future release for the 2023-24 report. Until then, manual entry of those fields is available for optional reporting. The new teacher counts by gender, ethnicity, and race are calculated using the sex at birth, ethnicity, and race fields.

The Excel hard copy report and the electronic file have been modified to include the new fields when the year is 2022 or higher, as well as retaining the original hard copy and electronic files for 2018 and 2021.