Change Log
Release v1.29.36 - v1.29.51
17 min
covers updates across leads β’ enrollment β’ payroll β’ tps β’ billing β’ employee app β’ notifications π¬ email & notification enhancements updated ccp report recipient list js 3996 added heidi p\@spli com to the southeast ccp submission cc distribution for improved visibility and compliance oversight updated subject line for employee app notifications js 4029 restored subject line formatting back to \[client name] β \[carrier] β employee app this ensures correct filtering, inbox routing, and consistent user experience for advisors and teams employee app now sent to both employer and employee (compeo & paypergo) js 3839 completed employee apps for compeo and ppg now trigger notifications to both the employer and the employee prevents missed communications and reduces manual follow up π unified notes & cross dashboard notes enhancements lead level note scope + improved notes placement js 3856 unified notes now support lead level scoping and improved cross dashboard integration notes added from one workflow now appear in all relevant areas (enrollment, leads, payroll), reducing duplicate note entry and improving visibility for all internal teams π reporting updates pro actuals report expanded js 3738 report now includes broker total payrolls ytd bind date enhancements improve advisor insight and carrier facing reporting completeness π΅ quoting improvements payroll processing fee added to quotes js 3509 added a dedicated payroll processing fee field to quoting modal and lead quotes includes default values persistence logic updates to calculations visibility on lead quotes view π§Ύ enrollment & cid enhancements bind date accuracy fix js 3947 resolved mismatch between bind date shown to users and the actual bind request timestamp system now displays the accurate bind date across all dashboards payroll cancellation warning for leads with existing payroll records js 3952 new warning prompt appears when terminating a lead who already has a payroll customer prevents unintended loss of active payroll clients cid logic improvements js 2955, js 3483, js 3484 major enhancements to cid consistency and error handling prevent creation of duplicate cids auto archive cid when carrier changes preserve cid during reinstatements admin only permissions for cid edits on bound/binding clients real time duplicate validation when updating cids cid modal skipped for southeast clients (bind flow) js 4033 resolved issue where southeast clients were blocked during bind due to cid modal behavior enrollment log enhancements js 4032 removed βself assign fileβ (auto assign logic now stable) actions and void options now show even without an assigned advisor π€ employee app improvements new compeo & ppg employee app template js 3541 large scale upgrade to the employee app structure improved readability & compliance prompts expanded fields and cleaner layout peo worksite acknowledgment added to compeo & ppg ee apps js 3838 integrated acknowledgment form with signatures and prefilling now included automatically for relevant clients π’ address & lha / 2 minute signup improvements business address labeling + helper text improved js 4011 clarified city and zip merging behavior, improved labels to reduce confusion in lha/2 minute signup flows π separation notice fixes seasonal status now supported js 4009 employees under a seasonal status were unable to be separated in the system, which also caused adapt signature errors seasonal has now been added to the list of valid employee statuses, allowing proper separation and eliminating the adapt errors π§ payroll & tps updates service tier validation fix js 4005 resolved incorrect validation preventing users from changing service tier when optional features were disabled active credit hold validation before pending cancellations js 4016 prevents accidental payroll cancellation when account is in ach status and not actually in non payment standing π³ billing updates card addition notifications now sent correctly js 4056 resolved issue where updates from peoplematic did not trigger card added notifications or document creation these updates are now live in januscrm questions? please reach out to the product team or https //kb getjanus io/how to submit a support ticket for additional guidance
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