May 2023 Major Release - 22.4.20 (April 28)
The 22.4.20.0 release is expected for the following date:
- On-premise - April 28, 2023
- Cloud - May 6, 2023
New Features
| Reference | Area | Release Note |
|---|---|---|
| EFIN-101150 | Background API Calls and Out of Memory Issues | The timing of API calls for auto-refresh has been adjusted for some Dashboard items to reduce the impact on memory, which was causing Out of Memory messages to appear and impacted system performance.
Users can refresh the Dashboard manually for updates to appear immediately. |
| EFIN-100910 | Different Bank Accounts Can Use the Same Disbursement Fund and Cash Account | Multiple bank accounts can now use the same disbursement fund and cash account. System validations that previously prevented this have been removed. If Print Checks by Bank is turned off, Payables and Payroll Checks can now be processed even if the Bank Accounts share the same Disbursement Fund and Cash Account. The system will not check across modules (Human Resources Payroll and Fund Accounting) for duplicates. If you plan to use or are using Bank Account Reconciliation, each bank account should have a unique disbursement fund and cash account. The Bank Account Reconciliation process will not work if multiple bank accounts share the same disbursement fund and cash account. |
| EFIN-99258 | KPI Permissions on My Dashboard Based on Role Permission | KPI permissions on My Dashboard are now controlled by the assigned Role permissions of a user. If a user is granted KPI permissions through an assigned Security Role and the user is unassigned to the role, the list of KPIs available to the user are updated to reflect the user permissions, and KPIs that were only available through the role assignment are removed from the list. |
| EFIN-82806 | Additional Database Tables Incorporated into the Benefits and Budget Preparation Backups to Disk | The following tables are now included in Backup to Disk for the following modules: Benefits:
Budget Preparation:
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Resolved Issues
| Reference | Area | Release Note |
| EFIN-100609 | Employee Access Center (EAC) Password Reset Questions Option in User Maintenance | On the User Maintenance page for hosted customers, the option to Reset Security Questions was not appearing in some cases because the validation was checking for Single Sign-on (SSO) for PowerSchool ERP instead of EAC. The validation has been updated to check for SSO for EAC. The option appears if EAC is not SSO-enabled. It is hidden if EAC is SSO-enabled. |
| EFIN-100463 | Summary Expenditure Comparison Report: Show Prev Year Accts | When Show Prev Year Accts is selected on the Summary Expenditure Comparison Report page, the data was not being selected correctly. This has been corrected. |
| EFIN-100440 | Full Account User Views Allow Modifications | When using the Full Account format, on the User Views page the Organization and Account views are combined. A new option “Edit View” has been added to allow a site to maintain the pieces of the view if the lookup window is not sufficient to set up a more complicated view. For example, the lookup window does not have a way to add an OR segment and the site wants to use OR in parts of the Organization or Account view. |
| EFIN-100337 | Miscellaneous Billing Module: Fatal Error in Batch Billing Adjustment | Fixed a fatal error caused by creating a Batch Billing Adjustments for an invoice with over 999 lines in the Miscellaneous Billing module. |
| EFIN-100081 | Optional Leave Colors on Calendar in Employee Access Center (EAC) | In new EAC, when an administrator set colors on the Profile, Leave Setup administration page they were not reflected on the Leave Information, Calendar tab. This has been corrected and the colors set by the administrator appear as expected. |
EFIN-100036 | Budget Preparation Import Budget Process | The Budget Administrator Import Budget process has been modified.
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| EFIN-99550 | Modified Information Section and Report Headers for Monthly Deduction Register Report | On the Human Resources Monthly Deduction Register report page, the Report Information section has been updated to provide more detail about the criteria. The Report Month and Report Year fields do not impact the deduction data. The report identifies employees who had name changes implemented during the selected month and year. This information appears following the section for a specific vendor if an employee has a deduction that applies to the vendor. On the report, the heading text regarding employee name changes has been edited to include the Report Month and Report Year selected. Previously the selected month and year were not identified on the report, so the timing of the name change was known only to the person who made the selections when they ran the report. For example: EMPLOYEES WHO HAVE CHANGED NAMES DURING THE MONTH 4/23 |
| EFIN-99195 | Display EIN Tax ID on W2C Form in New Employee Access Center (EAC) | In new EAC, a corrected W2 form (W2C) did not display the EIN Tax ID. The original W2 form displayed the EIN Tax ID. This issue has been fixed and the EIN Tax ID appears on W2C forms. |
| EFIN-99037 | Mapping of Leave in Payroll Year-To-Date Conversion | Payroll Year-To-Date Leave Conversion: When loading leaves for bank 9 for an existing leave type, values were loading into bank 8 in error. This issue has been resolved by correcting the leave bank reference. |
| EFIN-98844 | General Ledger Transaction Analysis Report | The Fund Accounting General Ledger Transaction Analysis report was not including account records when a control account or control account with a wildcard character was specified in the Account field when running the report. The report has been fixed so that the program detects if a control account was entered and it includes the correct data. |
| EFIN-98791 | Special Characters in Department Code Impacting KPIs | Employees assigned a Department Code with special characters were not being listed in Dashboard KPI widgets. Special characters are now allowed in the Department Code and employees assigned a Department Code with special characters appear in Dashboard KPI widgets as expected. |
| EFIN-98711 | Manual Batch Check: Purchase Order Payment Information not Routing to Enter Check Information | On the Batch Manual Check Entry page, when adding a new batch for a Purchase Order Payment, if the user tabbed to the next row in the Payment Type section but did not need to enter another row of data and clicked Accept, the user was not directed to the Enter Check Information section of the page, and there was no way for the user to enter the manual check information including the Check Number and Issue Date. This has been fixed. |
| EFIN-98704 | Tab Order on Expenditure Budget Allocations Section | Users can tab through the Expenditure Budget Allocation section, going from one field to the next in the correct order. |
| EFIN-98492 | Formatting of the Detail Expenditure Status Report | Fixed a misplaced comma and number alignment issue in the Budget column of the Detail Expenditure Status Report. |
| EFIN-98069 | Integration: Social Security Number Set to Default Value 999-99-9999 | In integrations with Applicant Tracking (ATS) and Records, when a candidate is created without a social security number (SSN) and sent from ATS to PowerSchool ERP, PowerSchool ERP assigns a default of 999-99-9999. This default was then being sent to Records in error and causing duplication issues. This has been corrected and the SSN will be sent to Records as a null or blank value and PowerSchool ERP will store the default SSN of 999-99-9999. |
| EFIN-97544 | Pre-Calculation Exception Report | Corrected the exception that is passed to the Pre-Calculation Exception report to make sure the proper exception is sent out when the Exception Report Sort Order is set to Exception Message. This correction will prevent false or missing exceptions. |
| EFIN-96773 | Change Vendor on Purchase Order with Payments Against It | Certain steps were allowing the Vendor entered on a purchase order to be changed after payments had been made against it. This has been corrected. Changes to the Vendor field on a purchase order with existing payments cannot be saved. If a vendor on a purchase order with existing payments is changed or deleted, appropriate error messages appear. |
| EFIN-96706 | Defined Window 31001 EAC Print Option and Legacy Employee Access Center (EAC) W2 | On the Defined Window 31001 EAC Print Option Screen, if the Print W2 field is blank it will be treated the same as Y with regard to printing the employee W2. In legacy EAC Administration Profile for Other Setup, profiles that hide W2 from employees that have W2 printed, including 2901 to hide all and 2900 to hide a specific year, will impact employees if the Defined Window 31001 is blank or Y in the same manner. |
| EFIN-95735 | Notifications to Supervisor for Certificate Expirations | Notification Subscriptions for Upcoming Certification Expiration by Type - Supervisor were failing to process if multiple supervisors were configured to receive the notification. This was caused by an indexing issue. The index issue has been resolved so that the list of configured supervisors is correctly returned and processed. |
| EFIN-94999 | Effective Date Changes Edit Report Included Employees with Blank Old and New Values | When information was sent from Records to PowerSchool ERP but no changes were required in PowerSchool ERP, employees appeared in the Effective Date Changes Edit Report with blank old and new values. This has been corrected and the employees will not be listed in the report. |
| EFIN-94855 | Detailed Displays Transactions Includes Details on Redistributed Payroll Charges | Following a payroll redistribution, when reviewing the original salary charge Transaction Detail page and selecting More Info… the employee details would not display. This has been corrected and the original transaction will display the employee details. |
| EFIN-93677 | Single Sign-on (SSO) Idle Timeout and Login | Previously, if a Single Sign-on (SSO)-enabled user left PowerSchool ERP idle and it reached the timeout limit, if the user refreshed the browser they were directed to a non-SSO login page. This has been corrected. When the idle timeout period is reached, a page appears with a message that the user has been logged out. If the user clicks the Login button on the Logout page:
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| EFIN-92878 | Power User Enter Key on Keyboard Number Pad | Corrected the Enter key on the number pad for a Power User to function the same as the Enter key on the main keyboard. |
| EFIN-92633 | Position History Full Account Column Title when Using Flexible Account Structure | When Full Account Format is turned on in the Fund Accounting profile on the System Options tab, on an employee Position History page the Full Account column header reflects the title assigned on the Fund Accounting profile Titles tab for Full Account. Previously, it was displaying 'Full account' instead of the assigned title. |
| EFIN-91999 | Employee TimeSheets (ETS) Approval Levels for Non-Primary Pay Rates | When an employee submits a timesheet in ETS for a non-primary pay rate's pay code, the number of approval levels is determined by the Approval Level entered for the pay code submitted. If a timesheet is submitted with a blank pay code, the primary pay code is assigned and used to determine the number of approval levels. Previously, the process would make a list of all pay codes submitted on the employee's timecards, and if the primary pay code was not used, it was added to the list and used to determine the required number of approval levels for all submitted timecards. This was presenting an issue if a submitted timecard used a pay code with a lower number of approval levels, because the system would not mark the timecard as fully approved. |
Federal Reporting
| Reference | Area | Release Note |
|---|---|---|
| EFIN-100944 | Additional Validation Added to W2 Load | In Human Resources W2 Processing, Create Employee W2 File, warnings have been added to the load report that will indicate if any loaded wages or taxes are negative and need to be corrected before printing. |
| EFIN-100173 | Reconcile ACA Covered Individuals with Benefits Dependents | In Human Resources 1095 Maintenance, Create Employee 1095s, if you select the option to load covered individuals from dependents in the Benefits Module, validation has been added to review the list of covered individuals for each employee and remove any covered individuals which no longer coincide with an active dependent from Benefits. This only impacts records that were originally generated by the ACA load from the Benefits module. We also corrected an issue where reloading the 1095 records could cause covered individuals' information to be overwritten with the employee's name and SSN. |
| EFIN-100018 | Additional Validation Added to 1095 Employee Upload File | Additional validation has been added when importing an Employee File in Human Resources, Periodic Routines, Affordable Care Act, 1095 Maintenance, Upload File. We now validate that any employee number being imported exists in Employee Information and that the social security number in the file matches Employee Information. If you have non-employee records in the import file, leave the Employee Number cells blank. |
| EFIN-99611 | 1095 Maintenance Update of Social Security Number (SSN) When There Is No Employee Number | On the Human Resources ACA 1095 Maintenance page, we corrected an error that prevented updating the social security number on records where there is no employee number. |
| EFIN-98800 | State and Country Code Validations Added to 1095 Electronic Filing and Maintenance | Validation has been added to the Human Resources ACA 1095 Electronic Filing process to verify that addresses in the United States have a state value present. A new validation has been added to the 1095 Maintenance and electronic file options to verify the country code against the list of valid country codes. If a valid country name is found for the entered country code, the full name of the country appears on the 1095 Maintenance page. |
| EFIN-98608 | Fatal Error in 1099 Correction Type 2 Electronic File After Editing Federal ID Multiple Times on a Record in the Same Day | In Fund Accounting 1099 Processing, when generating any 1099 Electronic File, a fatal error was occurring if the user selected File Indicator 2 - Correction Type 2 after changing the Federal ID on a record on the Maintain 1099 Work Files page multiple times within the same day. This issue has been corrected for all 1099s. The 1099 Correction Electronic File has also been modified to trim the hyphen from the Federal ID. |
| EFIN-98353 | Correction to ACA 1095 Maintenance Default Values | When a user would open the Human Resources ACA 1095 Maintenance page, some fields in the Employee detail section displayed default data and selected checkboxes. This has been corrected and the fields are now cleared of default values and appear as blank or unchecked. |
| EFIN-95760 | Increased the Print Server Field Size to 80 Characters for 1099s, Affordable Care Act (ACA), and W2s | The Print Server field size has been increased to 80 characters for 1099’s, ACA, and W2s. For Fund Accounting 1099 Processing: The Print Server is found on the Setup Main 1099 Parameters page. For Human Resources:
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State Reporting
This release includes updates and resolved issues for the following states: