Change Log
Release v1.28.05 - v1.28.28
4 min
this release introduces several improvements across enrollment, payroll, and notifications , along with important compliance updates highlights include automatic peoplematic account updates based on client status, a new employee information update form , faster payroll dashboard performance, and expanded options for advisors fixes were made to coi requests, pending cancellation handling, rts 3 notifications, and sla dashboard usability π§ bug fixes client coi requests (js 3187, #2706) β
clients with a cancelled status can no longer submit certificate of insurance (coi) requests, ensuring requests align with account lifecycle rts 3 email updates (js 3174, #2700) β
notification emails for florida rts 3 documents now route to the correct state address ( doc mgr\@floridarevenue com ) sla dashboard issues (js 3200, #2709) β
fixed acknowledgement popup scrolling and form validation β
payroll statistics now update correctly based on local timezones pending cancellation logic (js 3235, #2717) β
prevents already cancelled clients from being incorrectly flagged again as pending cancellation enrolling clients tab β void option (js 3046, #2710) β
payroll advisors can now void an enrollment directly from the payroll dashboard β
advisors are prompted to provide a reason for the void, keeping a clear audit trail π new features peoplematic account lifecycle updates (js 3187 & js 3224) π cancelled clients now automatically deactivate their linked peoplematic accounts π clients marked as sold will automatically reactivate their accounts (previously only bound/binding) π these updates reduce manual work and ensure account status stays aligned with client lifecycle bank authorization button β expanded support (js 3183, #2702) π bank authorization button now works for binding clients, not just bound or sold π tooltip guidance updated accordingly multi payment notifications (js 3171, #2699) π advisors can now select multiple bounced payroll payments to send in a single notification π email/sms previews and final messages show both the total and individual payment details enrollment dashboard enhancements (js 3062 & js 3065) π enrollment logs now default to show the newest records first, with sortable duration columns π badge counts on βenrolling clientsβ and βscheduled callsβ update accurately and adapt to user permissions (admins see all, advisors see only their own) docid\ bw9segohizm5vmb0 a90 (js 2740, #2695) π new guided 3 step form for employees to update personal details, upload documents, sign electronically, and generate a pdf copy π completed forms are automatically sent to payroll via email and saved in the system π available under leads β employees β information update form π οΈ improvements behind the scenes florida minimum wage update (js 3182, #2701) π minimum wage updated to $14 00 for florida all other states remain unchanged π§ knowledge base articles updated or in progress enrollment & docid\ l5dggdbqkzqxnepfch β updated to reflect new void option, sortable logs, and badge counts peoplematic account lifecycle β revised to show new auto deactivation and reactivation rules docid\ bw9segohizm5vmb0 a90 β new kb article with workflow steps and screenshots these updates are now live in januscrm questions? please reach out to the product team or it help desk for additional guidance
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