Release v1.29.92 - v1.30.13

this changelog summarizes detailed enhancements, fixes, workflow controls, employee lifecycle updates, tps automation changes, and reporting improvements included in this release cycle each section explains what changed, how it behaves now, and what users should expect operationally ✅ enhancements & new features 📌 cid management updates we’ve made several improvements to how client ids (cid) are handled across enrollments and reinstatements to improve accuracy and reduce manual corrections what changed overall the system now validates and aligns the cid when enrollment statuses change (including reinstatements and rebinds) prevents outdated or incorrect cids from carrying over during lifecycle transitions recommended cids can now be generated even if a prior customer record does not exist admin users can now manually override a cid on reinstatement leads when necessary what this means for you fewer cid mismatches between the lead card and enrollment dashboard less manual cleanup during reinstatements smoother handling of legacy or partially migrated clients faster operational resolution when cid corrections are needed these updates strengthen data consistency while allowing controlled flexibility when exceptions occur 📌 enrollment updates js 4477 — option to skip carrier email on send to bind users now have a checkbox option to skip the automatic carrier notification email when sending a client to bind what changed optional control during the send to bind action email can be suppressed when carrier communication is being handled outside of janus or email to carrier is not required impact prevents duplicate communication adds flexibility for operational scenarios 📌 leads & permission controls js 4432 — restrict status changes for specific carriers to engineering/it team this logic applies only to coguardhr cornerstone compeo peopaygo 🔒 restricted statuses (engineering/it team only) if the current status is bound binding only engineering/it team may change it to any other status 🚫 blocked transitions for non–it team if current status is terminated or cancelled , non– engineering/it team cannot move it to sold bound binding ✅ allowed transitions (all users) if status is terminated or cancelled , non– engineering/it team may move it to quoted underwriting impact protects sensitive lifecycle stages prevents unauthorized status reversals strengthens carrier governance controls js 4399 — standalone acknowledgment document send users can now send a standalone acknowledgment document without triggering a full workflow standalone document send sent manually from janus → enrollments workflow area not tied to carrier automation or workflow triggers document name “safety and health programs in construction” signature requirements client must review the document before signing signature capture only (no field mapping required) reminder & expiration logic follows standard janus reminder behavior 30 day signature window if signed saved to lead card → documents sent to client (main contact) cc assigned broker cc enrollments inbox if not signed within 30 days document auto finalizes marked visually as unsigned saved to lead card final version sent to client + broker + enrollments inbox audit trail includes send date sending user reminder attempts signature status (signed / auto finalized) js 4305 — client cid column added to client search client search results now display a cid column what changed new visible column in search grid helps distinguish between clients with similar names i mpact faster identification reduced lookup confusion 📌 employee management enhancements js 4273 — pending status filter added to employee subtab a new pending filter allows users to isolate employees who have not completed employee app impact faster follow up clearer employee lifecycle tracking js 3405 — retirereadynj form integration (standalone, bulk & rehire) retirereadynj forms now support individual sending bulk distribution rehire recognition logic i mpact streamlined nj compliance processing reduced manual form handling to lead more about this feature please check out this link docid\ xrioysmmixbkjpabdoqrj js 4330 — enhanced lob address verification (employee app) improved address validation behavior in the employee app what changed more accurate verification detection warning messages handled cleanly without blocking form completion impact better address accuracy fewer downstream document corrections 📌 tps & payroll enhancements js 4328 — “switch carriers” cancellation reason added new cancellation reason option in tps impact more accurate termination reporting clearer cancellation categorization js 4479 — cancellation reason column added to export report task list export now includes a cancellation reason column impact improved reporting transparency better audit traceability 📌 reporting & accounting updates js 4322 — quickbooks report uses the stored bind date quickbooks report now filters using the bind date from payroll settings , which is tied to the pre send mcf date , rather than the legacy send to bind trigger date impact more accurate accounting exports consistent financial reporting alignment js 4385 — updated csa templates for ppg & compeo csa documents have been updated for both programs impact updated legal language accurate client facing documentation 📣 release status all updates listed above are now live in januscrm for detailed workflow instructions and screenshots, please refer to the associated knowledge base articles or contact the product team or https //kb getjanus io/how to submit a support ticket