Change Log
Release v1.28.29 - v1.28.35
13 min
๐งญ summary this update cycle delivers multiple enhancements across enrollment , payroll , and tps workflows โ with a strong focus on compliance automation, improved user experience, and data reliability key highlights include automatic ny ls 57 form delivery for new york employees expanded employee app fields for language and payday selection performance improvements to the enrollments dashboard ux upgrades to task lists, reminders, and notes new active quote tab on the payroll card backend refinements for ach validation , nj cp form automation , and front contact syncing ๐ new features ๐ฝ automated ny ls 57 form delivery ticket js 3222 by @raimidev in #2730 automatically generates and emails the ls 57 form to new york employees immediately after application completion adds it 2104 to ny additional forms for bundled delivery introduces primary language field with a drop down or custom entry for accurate form translation adds payday selection to employee app (create/update), persisted for future edits ๐ผ active quote tab in payroll card ticket js 3002 by @juanjsc630 in #2724 added an active quote tab showing overview, costs, workersโ comp rates, and state configurations includes quote status tracking and โno active quoteโ alerts ๐ service tier enhancements in enrollment dashboard ticket js 2929 by @juanjsc630 in #2722 added service tier field and filter across dashboard and lead data redesigned filters into a wider, grid layout with labeled sections for bind date and check date removed โnever boundโ tab and obsolete search modal for a cleaner ui ๐
task list report update \[payroll dashboard] ticket js 3278 by @juanjsc630 in #2728 reordered columns carrier now appears first, followed by client id and name added new delivery method column for clarity in exported reports ๐งพ new nj cp form workflow ticket js 3019 by @juanjsc630 in #2727 introduced nj specific form automation replacing rts 3 for eligible carriers automatically generates and sends the nj cp form with proper naming and headers to accounting team and ccs jeissy ๐ appointment scheduling options ticket js 3068 by @miguelmontealegre in #2725 added โdo not send client notificationsโ option when creating/editing calls in enrolling clients tab added โmark as completed immediatelyโ for faster task completion ๐ณ waive credit hold modal ticket js 2471 by @miguelmontealegre in #2693 introduced waive credit hold modal with proof upload and payment method options role based access for admin, payroll, and accounting sends confirmation email upon waiver with attached proof read article bounced payroll & credit hold for more details ๐ง lead merge โ replace quoting data option ticket js 3210 by @juanjsc630 in #2716 added a โreplace quoting dataโ checkbox during merges enlarged dialog and added loading indicator merge logic now explicitly accepts quoting data flag for safer handling ๐ฌ unified notes โ infinite scroll ticket js 2951 by @miguelmontealegre in #2705 implemented infinite scrolling with load more indicator and โall notes loadedโ message for all unified notes on all dashboards improves browsing experience and prevents duplicate entries pinned notes now display a โpinnedโฆโ timestamp ๐ค front contact auto sync ticket js 3128 by @miguelmontealegre in #2729 automatically syncs primary lead contact to front upon updates enriches contact record with carrier, cid, and service tier data sends advisor alerts for sync failures ๐งพ w 4 married filing jointly update ticket js 3001 by @juanjsc630 in #2719 added conditional โtwo jobsโ checkbox when married filing jointly is selected includes english and spanish translations updated templates and legends for employee application forms ๐ง bug fixes ๐งฎ bounced workflow issue ticket js 3201 by @miguelmontealegre in #2726 excluded bounced deliveries from weekly pending lists improved accuracy of completion tracking and reduced false alerts ๐ lead reminder stability ticket js 3308 by @juanjsc630 in #2735 fixed intermittent reminder errors by updating model bindings improved reliability and reduced failed loads ๐งพ enrollment โ ach validation ticket js 3289 by @juanjsc630 in #2734 fixed issue with ach validation by preloading related contacts a pop up asking which contact the ach link needs to be sent to now populates ๐ฅ data dashboard โ inactive employee apps ticket js 3220 by @juanjsc630 in #2733 prevents inactive or rehired employee apps from appearing on dashboards removes stale onboarding requests for smoother rehiring ๐ ๏ธ improvements behind the scenes pdf viewer responsiveness enhanced scaling for multi page documents template & field data expanded seed data and refreshed ny/nj templates installed fonts metadata updated to support multilingual form rendering ๐ง knowledge base articles updated or in progress ๐ new or updated kbs โ automated ny ls 57 form delivery โ (compliance โ ny state forms) โactive quote tab overviewโ (payroll dashboard โ client cards) โenrollment dashboard enhancementsโ (enrollment โ dashboard views) โwaive credit hold workflowโ (tps โ payroll processing) 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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