Change Log
Release v1.28.35 - v1.28.45
14 min
๐งญ summary this update introduces significant upgrades across payroll , enrollment , and tps modules โ enhancing compliance visibility, communication workflows, and automation reliability key highlights include new additional fees & labor burden summary in active quotes cutoff tag added to payroll card header automated โpending welcome callsโ report for enrollment teams auto update logic for employee information submissions enhanced payment and notification system for accuracy and visibility expanded document and dba display across all client communications updated bounced email templates for clearer payment messaging ๐ new features ๐งพ payroll card โ cutoff tag visibility ticket js 3228 by @juanjsc630 in #2753 introduced cutoff tag in payroll card header when an active quote is under cutoff added read only cutoff field in the details view integrated lead context for consistent visibility across all payroll views ๐ณ tps โ restricted payment buttons during pending approval ticket js 3232 by @juanjsc630 in #2754 manual and process payment buttons now auto disable during pending approval or rejection added tooltips explaining restrictions unified logic to prevent premature payment actions and data conflicts ๐ scheduled calls tab โ auto notes for rescheduled, cancelled, and no answer calls ticket js 3231 by @miguelmontealegre in #2760 auto generates a rescheduled call note , summarizing new date and time when an appointment changes auto generates a cancelled call note , including the user entered reason for cancellation auto generates a no answer call note with timestamp of attempted contact and changes call color to red improves overall audit trail visibility and preserves existing notification rules ๐
automated pending welcome call report ticket js 3259 by @miguelmontealegre in #2774 introduced daily automated pending welcome calls excel report sent weekdays at 4 00 pm est to javier\@ocmiworkerscomp com includes service tier, lead status, enrollment specialist, payroll advisor, and first check date ๐ง customer requests โ blanket waiver tag ticket js 3229 by @miguelmontealegre in #2764 added a visible โblanket waiverโ badge beside client names automatically applies based on eligible customer configurations displays alongside existing tags for consistent interface experience ๐งพ employee information update automation ticket js 3280 by @juanjsc630 in #2777 employee information updates now auto apply to employee records upon submission creates an activity log entry summarizing what changed sends cc notifications to payroll contacts (avoiding duplicates) ๐ผ merchant payment report โ anet account column ticket js 3399 by @juanjsc630 in #2780 added a new anet account column to merchant payment reports displays linked account for each charge or refund improves reconciliation and financial clarity for accounting teams ๐ง ny ls 57 notifications โ include data email in cc ticket js 3390 by @juanjsc630 in #2775 employee document notifications now cc the carrierโs data email automatically ensures full visibility for payroll, hr, and carrier side reviewers ๐ฌ payroll dashboard โ updated bounced email templates ticket js 3212 by @miguelmontealegre in #2765 enhanced bounced payment and confirmation email templates for improved clarity added explicit failure reasons , payment date/time (in est), and funding fee details expanded english and spanish translations for all payment related notifications standardized email formatting to match new compliance template style โ๏ธ tps โ update open records with processing program change ticket js 3121 by @miguelmontealegre in #2773 ensures all pending payroll records synchronize their processing program automatically when a clientโs โnew clientโ status is removed aligns per record settings with the customer level configuration to avoid data mismatches reduces manual correction needs while keeping existing user workflows unchanged ๐ง bug fixes ๐งพ compeo employee application โ website link update ticket js 3320 by @juanjsc630 in #2736 updated embedded form url from compeohr com โ compeo io ๐ฌ new client modal title update ticket js 3322 by @juanjsc630 in #2738 updated title to static โremove new client flagโ label for ui clarity no functionality changes; visual consistency improvement only ๐ฅ data dashboard โ cancel employee requests instead of deleting ticket js 3321 by @juanjsc630 in #2740 rehired employee onboarding requests now cancelled instead of deleted preserves historical data integrity with a cancellation message ๐ lead reminder cancellation fix ticket js 3362 by @miguelmontealegre in #2766 restored ability for users to cancel or reactivate reminders in external sessions improved backend route validation for stability ๐งฎ timesheet navigation fix ticket js 3363 by @juanjsc630 in #2767 corrected rendering of active and archived timesheets added improved empty state alerts and validation logic ๐งพ documents โ add dba name to client communications ticket js 2953 by @juanjsc630 in #2778 added dba names to all emails, pdfs, notifications, and exported client documents improves compliance and client facing transparency ๐ ๏ธ improvements behind the scenes email templates standardized payment/onboarding templates with est timestamps form layouts improved label spacing, translation accuracy, and data alignment pdf metadata enhanced multilingual rendering performance audit logging strengthened tracking for document and call event history 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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