March 2023 Major Release - 22.4.16 (February 24)

EFIN-22929

High Disk Space Usage for efpuser

The nightly cleanup script has been modified to remove temporary files for the efpuser account in the C:\Users\efpuser\AppData\Local\Temp\ folder on all application servers to minimize the disk usage on the C drive.

EFIN-95396

Employee Deduction Report Selection Criteria Enhancements

The Human Resources, Reports, Employee Deductions report has the following updates to the Report Criteria:

• Include Terminated Employees option has been added.

• Deduction Status: Run for Active Deductions, Inactive Deductions, or All Deductions.

• Deduction Methods: Run for Amount, Percentage, or All.

  • Amount includes the following deduction methods

    • A - Table Amount

    • S - Employee Amount

  • Percentage includes the following deduction methods

    • C - Crossover

    • I - Incremental Crossover %

    • M - % Plus Additional Amount

    • P - Table %

    • R - Employee %

  • All includes all Amount and Percentage options and N - None

EFIN-95396

Employer Current Benefit Column Added to Pre-Calculation Journal and Payroll Journal

In Human Resources, Pay Run Processing, Pre-Calculation Journal (d1) and Payroll Journal reports, a current Employer Amount column has been added. The reports now display Employer Amount (current) and Employer YTD.

EFIN-95610

Ledger Titles Updated when Organization Chart or Account List Title Updated

When a title is updated in the Account List or for a fund or the lowest level Organization Chart record, the ledger titles are updated for related ledger records. This only occurs if the ledger title has not been updated (the title is still the combination of the original or current organization title, a space and the original or current account title). 

For example, if the title of a fund is updated for 2023, the title for 2023 balance sheet accounts that use that fund are updated, as long as the title matches the original fund title, a space and the current account title. If the title on a balance sheet record was overridden when the general ledger record was created, then the title is not updated for this ledger record. The same rules apply for expenditure ledger, expenditure budget ledger and revenue ledger records.

When the title for an Account List record is updated, all current year expenditure, revenue or general ledger records that use the account code will be updated unless the ledger title was previously overridden.

EFIN-98091

Reset Fund Accounting Ledger Titles

In Fund Accounting, a menu option was added to reset ledger titles back to the default values for the current year. The default value of the title is the combination of the current organization chart title and the current account title, separated by a space.

The menu option was added in order to fix the ledger titles if the titles were changed on the current year organization chart or the account reference table.

The page is in the Fund Accounting module. Select Periodic Routines, then in the Periodic Processing menu select Reset Ledger Titles.

EFIN-76265

Pay Code Conversions: Pay Time Type Required and FICA/Medicare Fields Validated

Made the Pay Time Type field a required input for Pay Code conversions. Added validation to FICA/Medicare field to allow only valid inputs.

EFIN-89748

Email Links Redirect Correctly With Single Sign-On (SSO)

There was an issue with the link provided in an email to an approver for profiles using SSO. This has been resolved. When a user clicks an email link, they will be directed to the approval page if already logged in. Otherwise, the user will be directed to the login page first and after logging in the user will be directed to the approval page.

EFIN-93508

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

• Changes were made to the Clock In and Out and Update Time pages to prevent a fatal error if the hours or minutes are set up as a blank or the date is invalid, for example the 32nd of any month.

• Changes were made to the Clock In and Clock Out times so that the time does not show in military time, even if the profile Show Local Timezone Time on Clock Page is set to No.

• Changes were made to the Clock In and Out page to add Clock In and Clock Out records to handle when when an employee enters time in Standard Time and you are in Daylight Savings Time, and vice versa, if time is entered in Daylight Savings Time and you are in Standard Time. It was making an incorrect adjustment when there was a difference between current time and the time it was entered, related to if you were in Daylight Savings Time or not.

• For example, November 4, 2022 was Daylight Savings Time for regions that observe it, but if you went to add a time clock record on November 7 for time worked on November 4, the profile to Show Local Timezone Time On Clock Page was causing an adjustment to the time because of a conflict with the current time (Standard Time) compared to the day you were entering (Daylight Savings Time) and saving it an hour off from what you entered.

• The same issue with the adjustment happened if you went to maintain a record that was entered in Daylight Savings Time when you are currently in Standard Time. The correction to the update option handles the conflict between the current time compared to the time it was entered as it relates to switching between Daylight Savings Time and Standard Time.

• Corrected the Time Clock Audit and Time Clock Status reports to handle when the time you are reviewing is in Daylight Savings Time and you are currently in Standard Time, or vice versa, and the profile is set to Show Local Time Zone, so that the time zone adjustment works properly.

EFIN-93691

Opening Batch Budget Attachments

Fixed an error that prevented a user from displaying attachments on the Batch Budget Adjustments page.

EFIN-94093

Batch Journal Entries

Corrected how the cash budget balance flag is checked to prevent false messages about the general ledger balance being exceeded.

EFIN-95339

Fix Budget Amount after Release/Post of a batch in Batch Budget Adjustments and Batch Budget Transfers

When performing Release/Post for a Batch Budget Adjustment or a Batch Budget Transfer, approved Budget Adjustments and Budget Transfers were identified as pending instead of approved. This has been resolved.

EFIN-95617

New Employee Access Center (EAC) Task List when Impersonating a User

In new EAC when impersonating a user, the task list displayed was the user's task list instead of the impersonated employee's task list. This has been corrected.

EFIN-95697

Salary Amounts on Payroll Register Report

Corrected error on salary amounts in the Payroll Register Report when the salary includes docking amounts.

EFIN-95857

New Employee Access Center (EAC) Security Questions and  Password Reset Links Do Not Appear When Using Single Sign-On

In new Employee Access Center, for districts using single sign-on, employees will no longer set or answer security questions and the link to Reset Password will no longer appear irrespective of the Reset Security Options checkbox.

EFIN-95932

Fund Accounting Profile Cash Account is Not Used if the Fund Matches the Disbursement Fund

When a fund was set up on the general ledger to be its own disbursement fund and linked to accounts, the validation against the cash account in the Fund Accounting profile was causing an error and preventing payment processing. This has been resolved.

EFIN-96529

Prevent Updating the Fund Accounting Org Chart from Budget Prep if the Fund is Different

The system does not update the Fund Accounting Organization Chart record from Budget Preparation if the fund on the Key Organization does match between Fund Accounting and Budget Prep.

This occurs when a user runs the extract from Fund Accounting and then changes the fund on the Budget Prep record, and attempts to create from Budget Prep.

This update uses an error log and prevents the user from creating or posting the ledgers if this scenario exists.

EFIN-96663

Batch Journal Entries

Correction to the way the interfund balancing records are created in change mode of batch journal entry to make sure the fund is not blank.

EFIN-97046

Default Landing Page in New Employee Access Center (EAC)

In EAC, on the Profile Maintenance page when Login Setup is selected, if an administrator edits Identifier 2147, Initial Page after Login, the selected page will be the landing page when employees log in to New EAC or an administrator impersonates an employee. If Print W2s or W2C Forms is selected, the Tax Forms page will be the default landing page.

Previously, new EAC always loaded the Demographics page as the landing page.

EFIN-97261

Fixed - Expense in Tibco Not Moved to Complete and Reimbursable Attachment not Appearing

Approved expense forms were not updated correctly to Complete status and even though the payable was created for the expense, the attachment did not appear. This has been resolved. The status updates correctly and the attachment is available.

EFIN-97530

Fund/SCC on Batch Receipts when using Continuous Entry

The Fund/SCC that posted in Batch Receipts was sometimes captured from a previous record. This only occurred when using the Continuous option, which defaults the budget unit, account, and cash accounts, and the user entered the receipt amount first, and then edited the budget unit and did not tab out of the field before saving the record. This has been corrected.

EFIN-97531

Budget Control Status Report Fatal Error when Using Advanced Search 

Resolved fatal error when using Advanced Search on the Budget Control Status report.

EFIN-97575

Default Landing Page for W2C Forms in Employee Access Center (EAC)

In EAC, on the Profile Maintenance page when Login Setup is selected, if an administrator sets Identifier 2147, Initial Page after Login, to W2C Forms:

* New EAC displays the Tax Forms page.
* Legacy EAC displays the Print W2s page.

The default login page appears when an employee logs into EAC or when an administrator impersonates an employee.

EFIN-97912

Accounts Payable Purchase Order (PO) Payment Entry

Correction to the way the expenditure budget control record is read to prevent false exceeds budget messages when saving the purchase order payment.  If the user received a fatal message on a line in the middle of data being paid then they also received a fatal error about not in transaction because the transaction processing was wrong. Resolved issue in the transaction processing as well as the budget checking.

EFIN-93386

W2 Processing - Minor Display Adjustments on Save Import Mapping

Minor display adjustments were made to an import function used throughout the software. The Save Import Mapping page will now no longer have large whitespace gaps, and a close action item will no longer appear when importing boxes 12 or 14 in W2 processing.

EFIN-93438

After Creating W2Cs User Is Directed to Search Criteria

When W2Cs were created, after the user clicked OK on the processing pop-up to close it, the user was directed into edit mode with the last record loaded appearing in the edit area of the page. If the user did not enter an employee number and created W2C records for every W2 that exists for a Control Number, the last record loaded may have been in the middle of the list of employees, which was confusing as a user.

With this update when the W2Cs are created, the user is directed into the Search Criteria section of the W2C Processing - W2C Employee File Update page. No record data appears in the edit area of the page. The user needs to perform a search, then select an employee record to enter edit mode.

EFIN-93568

Completion Status of Setup Employer Records in W2 Processing

In the W2 Processing wizard, if a user clicks Finish on the Set Up Employer Records step, the checkbox on the W2 Processing page indicates the step has been completed with the checkbox populated.

Menu Path: From Human Resources, select Periodic Routines. From the Year End menu, select W2 Processing. Select Set Up Employer Records, edit if needed, then click Finish.

EFIN-93570

When Adding W2 Employer Maintenance Record the Continuous Checkbox Defaults to Selected

The Continuous checkbox defaults to selected when adding a W2 Processing Employer Maintenance record.

Menu path: From Human Resources, select Periodic Routines. From the Year End menu, select W2 Processing. From the wizard, select Set Up Employer Records. Select Edit, then Add new.

EFIN-94227

Display Foreign Country Name on 1099-Misc and 1099-NEC Maintenance pages

The 1099-Misc and 1099-NEC maintenance pages have been updated to display the Foreign Country name after the Foreign Country code is entered.

Display issues with the field requirements have been corrected:

• If the Foreign Address checkbox is selected, State and Zip Code are not required and the Foreign address fields are required.

• If the Foreign Address checkbox is cleared, the Foreign address fields are not required and the State and Zip Code fields are required.

EFIN-94228

1099 Processing: Extra Close Action Bar Menu Removed

An unnecessary Close menu was removed from the Action Bar on the following Fund Accounting, Periodic Routines, 1099 Processing pages:

• Maintain 1099-Misc Work Files

• Maintain 1099-NEC Work Files

• Maintain 1099-G Work Files

• Maintain 1099-Int Work Files

• Print Audit Listing of Changes

EFIN-94438

Corrections to 1099-G and 1099-INT Edit List in Excel

The following changes have been made to the Excel version of the Edit List for 1099-G and 1099-INT:

• The Excel column headers for the 1099-G and 1099-INT have been corrected to use friendly names.

• DOING BUSINESS AS column is added to Excel.

• Corrected the box values in Excel and pdf to print decimals.

EFIN-95156

Removed Extra Space in ACA Hours Tracking Load Pages

Excess blank space has been removed in the ACA Hours Tracking load pages.

EFIN-95785

Adjusted Printing of the Selection Criteria in the ACA Hours Tracking Load (Calendar Days) Report

The selection criteria in the Load (Calendar Days) report has been corrected. It no longer includes 1=1 when only the date fields are used.

Menu path: From Human Resources, select Periodic Routines. From Affordable Care Act, select ACA Hours Tracking. From the action bar, select Load (Calendar Days).

EFIN-96516

PDF and Excel Report Changes for ACA Benefit Status Code Table 

On the Benefit Status Table page, if a user clicks the Print icon to create a report:

• The Screen (PDF) option prints the offer code description as a legend.

• The Excel option includes the offer code and description as a pair.

Menu path: From Human Resources, select Periodic Routines. From Affordable Care Act, select ACA Hours Tracking. From the action bar, select Benefit Status Table, perform a search, then click the Print icon.

EFIN-97056

ACA 1095 Creation Improvement when Using Job Classes

The logic during 1095 Creation that matches check history to benefit groups has been modified to give precedence to job classes associated with primary pay rates. This affects only the check history calculation method,

Previously, if an employee's check history had multiple job classes in a month, and those job classes matched multiple benefit groups, the job class with the highest value would be used. Now, a job class matching the employee's primary pay rate will take precedence, followed by a job class matching a non-primary pay rate, and finally a job class that does not match a pay rate.

EFIN-97060

1099-NEC and 1099-MISC Fields Display Asterisk when Required

On the 1099-NEC and 1099-MISC maintenance pages, when Foreign Address is selected, Foreign State, Foreign Postal Code, and Foreign Country Code fields display an asterisk symbol to identify the fields as required. Previously, the Foreign Country Code label did not display an asterisk because of the length of the field name.