Change Log
Release v1.26.95 - v1.27.11
5 min
this article highlights recent updates made to januscrm and our internal tools β including automation of payroll batching, expanded form support for w 4 state tax compliance, lead broker enhancements, and updates to employee application workflows π§ bug fixes β
employee applications missing signed & active dates ticket js 2468 we resolved an issue where employee records were not updating with the correct signed and active dates when using the preexisting employee toggle now required on submission for all manual uploads of existing employees future dated employees are routed to the pending interim queue automatically π new features π auto batching payrolls on set schedule ticket js 1789 the system now automatically batches eligible payroll records every 30 minutes during specific business hours monday schedule 12 30 pm β 4 00 pm tuesdayβfriday schedule 10 00 am β 4 00 pm ensures consistent grouping and processing of payroll records without manual intervention π support for state tax forms in w 4 workflow ticket js 2383 w 4 workflows now dynamically include state specific tax form fields and pdfs for new york, new jersey, and connecticut fields trigger based on carrier and employee location pdf forms are auto generated and merged into one final submission improved navigation ensures the employee completes all required steps π beia broker assignment field in leads ticket js 2597 sales teams can now assign a β beia assigned broker β to each lead new user selection field added to the lead form field is optional and only shows eligible beia role users enhances tracking for marketing and sales efforts π updated southeast agreement pdf ticket js 2466 updated version of the southeast agreement is now field mapped and available in the csa form library for client submissions π οΈ improvements behind the scenes π inactivity schedule update ticket js 2568 the scheduled job for checking client inactivity now runs once daily at 12 30 pm previously ran every 30 minutes, causing unnecessary background load π§ knowledge base articles updated or in progress π auto batching payroll records π state specific w 4 form handling π beia broker assignment in lead records
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