Version Date	Details
04/15/2024	General -   Scheduled Update: No specific feature changes.
04/01/2024	Program Setup -   Corrected: Issue in which trying to save adjustments added using the 'Add YTD By Item' utility was causing the system to error. Reporting -   Added: A new Retirement Export has been added for municipalities using Nationwide Retirement Solutions. This new export and corresponding Verification Report aligns with the most current Nationwide Global Payroll File Format specifications and can be found by going to Tasks > Retirement Exports > Create Nationwide Global Export File.
03/15/2024	General -   Corrected: Issue in which the text within the written Net Amount String on a check did not match the numerical dollar amount printing on the check.  Other -   Corrected: Issue in which making an adjustment to State Wages or State Withholding on a W-2C was causing the system to throw an error when attempting to print the associated W-2C. Reporting -   Updated: The PERA Employee Exclusion Export will now display the full Social Security Number for employees associated with PERA Exclusion Code "003".
03/01/2024	Reporting -   Corrected: The Export Specific Settings for the North Carolina Quarterly Tax and Wage Unemployment Report File have been updated to allow more characters in the Contact Email field. -   Updated: The Print W2Cs and W3Cs utility now includes the ability to select the Correction Version for printing and exporting. -   Added: A new report has been added to meet the reporting requirements of the State of Michigan Public Act. No. 236. This report can be found in Payroll Employee Reports as well as Human Resources PR Employee Reports.
02/15/2024	New Features -   Added: The ability to delete uncommitted W-2Cs from the Employee Tax Information view. This will only apply to W-2Cs created after the feature was added. -   Added: The ability to delete an uncommitted W-3C from the Employer Year End Info. This will only apply to W-3Cs created after the feature was added. Reporting -   Updated: The RSA Retirement Export and corresponding setup has been updated to accommodate different Contribution Types. -   Updated: The New Haven Lincoln Financial File Export will now accommodate reporting contributions over one thousand dollars in the corresponding cell to avoid the contribution being split or moved.
02/01/2024	General -   Updated the Massachusetts Tax Table to include the 4% Surtax for Individuals grossing over $1,053,750.00. Reporting -   Updated: The North Carolina Unemployment Export has been updated to align with the new NCSUITS Wage Report and Payment File Specification document. -   Corrected: Issue in which marking an employee to not be full-time within the ACA Year End Process was throwing an error.
01/15/2024	General -   Added: The Iowa 2024 State Tax Tables are now available for use. -   Added: The Illinois 2024 State Tax Tables are now available for use. -   Added: The North Dakota 2024 State Tax Tables are now available for use. -   Updated: The Iowa EFW2 file has been updated to include an RV Record. -   Updated: The Indiana EFW2 file has been updated to no longer include an RV Record, per the 2023 specifications. -   Updated: The Federal EFW2 and EFW2C exports will now be automatically created as text files, per SSA requirements.
01/01/2024	General -   Added: The North Carolina 2024 State Tax Tables are now available for use. -   Added: The 2024 MDOT Equipment Rental Rates have been added and are available for use. -   Updated: The Social Security deduction and expense calculations have been adjusted to factor the 2024 maximum wage increase. -   Added: The Georgia 2024 State Tax Tables are now available for use. -   Added: The Minnesota 2024 State Tax Tables are now available for use. -   Added: The Vermont 2024 State Tax Tables are now available for use. -   Added: The 2024 SITW Indiana Tax Table is now available for us. New Features -   Added: The ability to uncommit a W-3C from the Employer setup if more changes are needed before submitting to the government.
12/15/2023	General -   Added: The Kentucky 2024 State Tax Tables are now available for use. -   Added: The Arkansas 2024 State Tax Tables are now available for use. -   Added: The Maine 2024 State Tax Tables are now available for use. -   Added: The South Carolina 2024 State Tax Tables are now available for use. -   Added: The Nebraska 2024 State Tax Tables are now available for use. -   Added: The Colorado 2024 State Tax Tables are now available for use. -   Added: The Missouri 2024 State Tax Tables are now available for use. -   Added: The Mississippi 2024 State Tax Tables are now available for use. -   Updated: The Michigan Personal Exemption rate has been adjusted to correctly calculate State Income Tax Withholding in 2024. -   Added: The Federal 2024 Tax Tables are now available for use.
12/01/2023	New Features -   Added: The ACA Proof Report within the ACA Year End Process Utility will now include a Sort Index option allowing you to select the order in which the records appear in the report. Reporting -   Added: A Contribution Type for 'Roth' within the Fidelity Investments Plan Retirement Settings on the Deduction/Expense setup.
11/15/2023	Reporting -   Added: 'Financial Administration' to the list of EEOC Information Function options.
11/01/2023	General -   Updated: The new Ohio 2023 Tax Tables, effective 11/1/2023, are now available for use. Program Setup -   Corrected: The Online Job Postings List View will no longer display 'Submitted to HR for review' in the Status column, but instead will display whatever status is selected on each individual Online Job Posting. Reporting -   Added: The MERS 457 Retirement Export Verification Report will now include a 'Totals' line at the end of each column.
10/15/2023	Reporting -   Updated: The IMRF Export will now include a hyphen in the employee name when applicable.
10/01/2023	General -   Scheduled Update: No specific feature changes.
09/15/2023	General -   Updated: The State Income Tax Table for Kentucky has been added with the latest changes for 2023.
09/01/2023	General -   Corrected: Timesheet issue in which hours associated with completed Work Orders were preventing leave time from being entered.
08/15/2023	General -   Updated: The new Illinois 2023 Tax Tables, released June 2023, are now available for use. Reporting -   Added: A Retirement Export and Verification Report for Mission Square, formerly ICMA. This is now available on the Deduction and Expense Retirement setup tab and within Tasks > Retirement Exports. -   Corrected: The Ohio Quarterly CSV Unemployment Export will now correctly factor the number of weeks worked when a Re-Hire Date is added after a Termination Date.
08/01/2023	General -   Updated: The new North Dakota 2023 Tax Tables, released June 2023, are now available for use. Reporting -   Corrected: Issues with the Budget Entries by Position Report that were causing the system to error after the Position Budget had been imported into General Ledger.
07/15/2023	New Features -   Added: The Louisiana State Income Tax Withholding Tables are now available for use. -   Added: The Year End ACA Wrap-Up Task will now allow you to view what options were selected when the records were created. This will only apply to records created after July 2023. -   Added: An 'Adjust' button now appears on the Check Basic Information screen. This will allow you to initiate check adjustments directly from the Check History screen. -   Added: The Current Tax Table Year will now be visible on the Payroll Wizard.
07/01/2023	New Features -   Updated: The new Idaho 2023 Tax Tables, released May 2023, are now available for use. Reporting -   Corrected: The 1094-C Column C will now include the correct Total Employee Count. Additional Help text has been added to the Employee 1095-C Setup to explain how to include/exclude an employee from this count. -   Updated: The PERSI Retirement setup and reporting will now include a contribution type for 'Retiree Contributions' in accordance with PERSI Arrivos File Specification 2023 updates.
06/15/2023	Reporting -   The 6/15 update caused an issue with calculated fields in custom reports. We have pushed a new update out, dated 7/1, that corrects this. Please install this latest update for all .Net applications, following your municipality's protocol.
06/15/2023	Reporting -   Updated: The IMRF Retirement Report and Export (Revised for 2022) will now exclude employees who made zero contributions to IMRF during the specified reporting period. -   Corrected: The IMRF Verification Report for the IMRF Retirement Export (Revised for 2022) will now report the Plan as setup on the Deduction or Expense. -   Corrected: The IMRF Retirement Report and Export (Revised for 2022) will now separate Overtime Wages from Reportable Wages in accordance with the file specification requirements. -   Corrected: The IMRF Retirement Export (Revised for 2022) will no longer automatically open when it is created, allowing it to maintain the correct CSV format.
06/01/2023	General -   Added a General Setting to switch to the optional 4.05% Michigan State Tax Rate for 2023. Reporting -   Added: The ability to filter the Employee YTD Summary Report to only view employees with Negative Taxable Gross values for the selected period.
05/15/2023	General -   Added/Corrected: A field for NHRS Employer ID on the NHRS Retiree Annual Export Setup Options. This ID will now display on the export instead of the BS&A Employer ID, which may differ.
05/01/2023	General -   Corrected: Removed the ability to add a '0' Overtime Multiplier to a Pay Code Check Adjustment.  New Features -   Added: The Life Insurance Benefit Plan Calculation type now includes more options for Age Calculation, allowing more flexibility with how the Life Insurance amount is calculated based on an employee’s age. Reporting -   Corrected: Issue in which the FRS Wage Export was not correctly factoring adjustments into the applicable gross.
04/15/2023	New Features -   Added: Tool to the View Payroll History Task to edit the Publish Date.
04/01/2023	General -   Scheduled Update: No specific feature changes.
03/15/2023	General -   Added: 2023 Virginia State Income Tax Tables are available for use. -   Corrected: Issue in which attempting to delete an employee with no check history resulted in an error. Reporting -   Added/Corrected: Cut-Off Date Field to NHRS Annual Retiree Export and adjusted calculations for Total Hours and Total Wages.
03/01/2023	Reporting -   Updated: Various Exception Reports and Exports to include Life-to-Date adjustments added to Leave Balances. -   Corrected: Timesheets Departmental Hours Summary Report to no longer error when 'Show Hidden Employees' is toggled.
02/15/2023	General -   Corrected: The Kronos Leave Balance Export will now display the appropriate information when different Additional Report Options are toggled. -   Added: Michigan's Supplemental Tax Calculation can now be used to calculate State Tax Withholding on supplemental payments. -   Added: Re-Hire Date to the Employee Information Export. -   Added: 2023 Mississippi State Income Tax Tables are available for use. New Features -   Added the option to 'Use Employee's Alternate E-mail Address' on the MERS DC+ Retirement Export. Reporting -   Corrected: Issue in which the Employee YTD Summary Report was not including some check adjustments in the employee totals. -   Corrected: The 1099-R Preview Summary and1099-R Proofing Reports will now include Local Income Tax Withholding Year-to-Date adjustments.
02/01/2023	General -   Added: 2023 North Carolina State Income Tax Tables are available for use. -   Added: 2023 Maine State Income Tax Tables are available for use. -   Added: 2023 Colorado State Income Tax Tables are available for use. -   Added: 2023 Missouri State Income Tax Tables are available for use. -   Corrected: ND SITW Tax Tables to reflect the correct wage brackets for the Head of Household table.
01/17/2023	Reporting -   Corrected: ACA Tax Year 2022 has been put into production and export files may now be created.
01/15/2023	BS&A ONLINE -   Added: W-4P now available for change request on BS&A Online. General -   Added: 2023 Vermont State Income Tax Tables are available for use. -   Added: 2023 Indiana State Income Tax Tables are available for use. -   Added: 2023 North Dakota State Income Tax Tables are available for use. -   Added: 2023 Minnesota State Income Tax Tables are available for use. -   Added: 2023 Michigan State Income Tax Tables are available for use. Program Setup -   Added: Benefit Plan Setup Table View now has the ability to hide inactive records. Reporting -   Corrected: IMRF Export now includes hyphens in date format. -   Corrected: Deduction History by Employee and Expense History by Employee reports will now correctly display an employee's updated name. -   Added: 2023 Illinois State Income Tax Tables are available for use.
01/01/2023	General -   Added: Nebraska 2023 tax tables are now available for use. -   Added: South Carolina 2023 tax tables are now available for use. -   Added: Iowa 2023 tax tables are now available for use. -   Added: Alabama 2023 tax tables are now available for use. -   Added: 2022 federal W-4P is now available for use. -   Added: 2022 Federal Income Tax Withholding tables are available for use. Reporting -   Added: Remittance Liability by Employee Report now has an Employee Sort Index option. -   Added: NHRS Retirement Pension Gold Version 3 Export to Retirement Exports. -   Updated: 2023 MDOT Equipment Rental Rates
12/15/2022	Reporting -   Corrected: BSA Standard 4 Up With Boxes, W-2 has been updated to better fit the recommended envelope address windows. -   Added: EFW2 file export now available for MS. -   Corrected: Issue in which the 'Create Hours Spreadsheet File' was not factoring Life-to-Date Leave Balance adjustments.
12/01/2022	General -   Added: "Other" will be an available option for "Termination Reason." -   Corrected: Remittance IDs which are associated with Ded/Exp can no longer be marked as inactive. -   Corrected: Issue in which PAFs were not acknowledging Position Control Rate Restrictions set on Positions. New Features -   Added: A 'Show Hidden Employees' toggle option to the Salaries by GL Fund-Dept Report found within Payroll Reports. Reporting -   Added: Departmental Work Comp Report now has a sub-header to better notate the report. -   Added: New option 'No Employees Paid By Donation' is available for IN 100R Export to meet reporting requirements.
11/15/2022	Reporting -   Corrected: The Subtotal By Employee option on the Deduction History by Checks and Expense History by Checks now provides one total for an employee that has had a name change. -   Added: Indicator to 'Departmental Hours and Gross by Rate Summary Report' to show if there are reporting discrepancies due to YTD or check adjustments to an employee. -   Added: EFW2 file export now available for AL. -   Added: EFW2 file export now available for AR. -   Added: EFW2 file export now available for IA. -   Added: EFW2 file export now available for KY. -   Added: EFW2 file export now available for SC. -   Added: EFW2 file export now available for WI. -   Added: User Fields are now available for use on Advanced Queries for Deduction History by Checks, Deduction History by Employees, Expense History by Checks, Expense History by Employees, and YTD Deduction/Expense Reports.
11/02/2022	Reporting -   Corrected: Issue in which Florida customers with employees on rate tables were receiving an Object Reference Error when trying to create the FRS Export.
11/01/2022	General -   Added: EFW-2C Export for State of Ohio. -   Corrected: Multiple web applicants can now be deleted at once, without error. -   Corrected: Generic Applicant Import now correctly imports 'Ethnic Category' when applicable. -   Corrected: Benefit Plans tied to a Position template will now correctly merge with the existing Benefit Plans in which the employee is currently enrolled when the Position is added and setup is inherited. Reporting -   Corrected: The Create Retirement Statements Task to spread distributions correctly when calculating interest.
10/15/2022	General -   Corrected: Logic between Personnel Action Forms and Incumbent interactions has been updated to resolve issues that arise when multiple PAF's effect the incumbent record. -   Added: PA EFW2C can now be created. New Features -   Added: EFW-2C Export for State of Minnesota. Other -   Corrected: Changed 'commit' to 'committed' in error message when attempting to commit non-pending W2-C. Reporting -   Updated Arkansas state tax tables to be in line with the Withholding Tax Formula Method effective 10/1/2022. -   Corrected: Calculation of 'Annualized Salary Amount' within FRS Export. Where we were previously reporting the Actual Monthly Salary x 12, we will now be calculating the Salary for Hourly employees using the following equation: Primary Rate x Average Hours in Pay Period x Pay Frequency. For Salary employees, we will display the Primary Pay Salary amount. -   Corrected: Great West Retirement Export no longer includes more than two decimal values on reported gross wages.
10/01/2022	New Features -   Added the EFW-2C RS record for VT.
09/15/2022	Reporting -   Updated: BSA Standard W-3C Format to better align with the IRS W-3C format. -   Added: EFW2 RS Record for VT -   Added: EFW2 RS Record for ND.
09/01/2022	New Features -   Updated: When adding a new Emergency Contact to an Employee, the 'Copy Address and Phone From Employee' button has been split into two separate options, 'Copy Address From Employee' and 'Copy Phone From Employee'. -   Added: Ability to use Sub Accounts within the setup of Expenses. Other -   Corrected: NHRS Export no longer includes special characters between pay period IDs. Reporting -   Added: 'Do not include lines with zero hours and amounts' has been added to the PERSI Export options
08/15/2022	General -   Scheduled Update: No specific feature changes.
08/01/2022	Reporting -   Addressed reporting issue for calculated fields.
08/01/2022	General -   Corrected: Negative values can no longer be used on Benefit Plan Ded/Exp codes when calculating a check. -   Corrected: Merge and Overwrite Positions, Departments, Bargaining Units and Job Classes through a PAF now correctly applies classification changes.
07/15/2022	General -   Added: Idaho 2022 Tax Tables are now available for use. Other -   Corrected an issue within BS&A Online Employee Self Service in which Dependents without Social Security Numbers could not be deleted from the employee record. Reporting -   Updated the Timesheets 'Employee Hours by Pay Code' report to include a setting to 'Page Break Between Employees'.
07/01/2022	New Features -   Updated the Employee Information Export to include Start and End Date columns for Distributions, Leave Banks, Direct Deposits and Deduction/Expenses. Other -   Corrected issue in which users without security access to Reminders were able to still view, edit, reinstate and dismiss reminders. Program Security -   Corrected: Users with HR Security access to Employee Social Security Numbers will now be able to search by Employee SSN in HR, regardless of having any security access to Payroll.
06/15/2022	New Features -   Added a space to enter notes to the Mass Primary Rate Change Task. Reporting -   Updated the OH - Quarterly Unemployment Wages Export to better align with reporting export requirements.
06/01/2022	Other -   Corrected Sterling Heights Kronos Import to now import Employee information correctly.
05/15/2022	Other -   Corrected: When cloning the budget, Budget Start Dates on new employees from the previous year will be removed and FTEs will calculate based on a full year, instead of a partial year. Reporting -   Corrected: Check Proofing Report, when printing from the Calc Check screen, now shows the correct Withholding Rate. -   Added the ability to show department totals on the Budget Items Detail Report within the Run Budget task.
05/01/2022	Reporting -   Corrected: Check Amounts by GL Number Report and Earnings and Ded/Exp by GL Number Report now correctly report wages for checks that have a deduction larger than the payment distributions. -   Added: New 2022 IMRF Retirement Export is now available for use.
04/15/2022	General -   Corrected: Mass Approve/Deny Timesheets now correctly loads timesheets with a start or end date outside of the date filters, when applicable. -   Corrected: Remittance Checks no longer display zero balance items when reissued. Reporting -   Corrected: OH Unemployment Wage Export now meets updated specifications. -   Corrected: Updated 'GL Number Does Not Exist' error message to give more details when journalizing a Payroll.
04/01/2022	General -   Corrected: Now appropriately applying check adjustments from a voided Benefit Invoice Reconciliation to future checks. New Features -   Added: New tool on 'Employee Information: Check History' to Void, Reissue, or Adjust employee check. Other -   Attachments included in email notifications regarding applied Personnel Action Forms will now state the Effective Date. Reporting -   Corrected: Running the Leave Balance Report to Spreadsheet, for specific leave banks, will no longer exclude employees who do not have the specified leave banks, unless the option to do so is explicitly chosen. -   Added: New option 'Include Roth Contribution Column' to the Diversified Export Form, which will include columns for 'gender', 'E-mail address', and 'Roth amount' to the export. -   Corrected: 1095-C formats 'BS&A 1095-C for Window Envelope' and 'BS&A 1095-C Portrait' now correctly populate the 'Plan Start Month' field. -   Corrected Custom East Point Resource Centers Member Export.
03/15/2022	New Features -   Added: 'Void Reason' can now be added when voiding a check in Payroll.
03/01/2022	General -   Added: Audit record for Authorization to print checks, check stubs, and email check stubs during the payroll process. -   Added: Vermont 2022 tax tables Reporting -   Fixed: YTD OT Hours and Amounts not displaying correctly on checks and check stubs during Payroll Process
02/15/2022	New Features -   Updated NHRS Export File options to allow for changing the classification of Pay Codes. -   Added NC W2 Export as an option within Year End Utilities.
02/02/2022	Reporting -   Fixed report issue when generating PDF files
02/01/2022	General -   Updated CO 2022 SITW Tax Tables. -   Updated AR 2022 SITW Tax Tables. New Features -   Updated Third-Party Timesheet Import setup to allow for use of Default Accounting for GL Account.
01/15/2022	General -   Added MN 2022 SITW tax tables. -   Added ND 2022 SITW tax tables. -   Added IL 2022 SITW tax tables. -   Added MO 2022 SITW tax tables. -   Added NC 2022 SITW tax tables. Program Setup -   Updated SITW - MI 2022 Tax Table to correct allowance amount. Reporting -   Added new 1095-C format 'BS&A 1095-C Portrait With Boxes'.
01/01/2022	General -   Updated WI 2022 tax tables. -   Updated IA 2022 tax tables. -   Updated 2022 Social Security Wage Cap. -   Updated SC 2022 tax tables. -   Updated KY 2022 tax tables. -   Updated NE 2022 tax tables. -   Updated 2022 MDOT Equipment Rates. -   Updated GA 2022 tax tables. -   Updated FITW 2022 tax tables. Reporting -   Updated recommended envelop in 'Info for W-2 format' for 'BSA Standard 4 Up, Alternate With Boxes, W-2'. -   Corrected error when running 'Check Proofing Report' that included a leave bank with an apostrophe in the code. Program Setup -   Updated ME 2022 tax tables. Other -   Corrected placement of 'Address Line 1' and 'Address Line 2' on year end Employer Information.
12/15/2021	Reporting -   Updated 'BSA Standard W-3' format. -   Updated 'BSA Standard 2 UP, W-2' W-2 Format. -   Added EEO-4 export to Tasks list. -   Updated 'Group 4' to display Employee Primary Distribution Account and 'Group 5' to display Employee Primary Distribution Project on the Novatime Employee Export. -   Added 'Employment Type' column to the Novatime Employee Export.
12/01/2021	Reporting -   Updated 'Contract Length' and 'Months Paid Cycle' field calculations for the SCRS Retirement Export. -   Updated Quarterly 941 Information Report to correctly display 2021 4th quarter FFCRA wages, when applicable. -   Added options for level of Social Security Number shown on W-2s and 1099-Rs.
11/15/2021	General -   Added "Effective Date" prompt to the End Primary Position option of Primary Position selection. Other -   Corrected error with deleting Equipment distribution line with activity code during active payroll. Reporting -   Updated manufacturer ID of matching envelopes in W-2 Format Info for W-2 format 'BSA Standard 4 Up Horizontal, W-2.'
11/01/2021	General -   Corrected issue with Idaho EFW2 export file not allowing null values for columns RS 227-234 and RS 235-242. -   Added 'Deceased Date' to Dependents. -   Added 'Medicare Eligible Date' to Dependents. -   Updated 'Filter By Applicant Date' option for 'Decline Applicant Template' to include correct values when running for a single day. -   Added South Carolina SITW supplemental rate. Reporting -   Updated the option 'Filter by Application Date' on the 'Applicant Event' report to include correct values when running the report for a single day. -   Added 'Count Employees Combined By SSN Once' option to the 'Employee Count Report'.
10/15/2021	General -   Added Vermont tax tables to SITW. Other -   Corrected issue where imported time sheets with deleted rows would not load correctly. Reporting -   Removed the Employee Sort Index option from the FRS Retirement Export. -   Added option 'Run for Selected Employer' to the Fica Verification Report. -   Updated the Budget Vs Actual report to correctly fill in values in the 'Budget' column for municipalities with a fiscal year end date that was not the calendar year. -   Updated Check Proofing Report to correctly display Withholding Status 'Head of Household', when applicable. -   Updated 'BSA Standard 2 Up, W-2' W-2 Format info to include the matching envelope manufacturer ID.
10/05/2021	General -   Corrected issue where FFCRA wages were incorrectly being included in Social Security ER calculations after 10/1.
10/01/2021	General -   Corrected issue with Workers Comp calculation for overtime wages. Reporting -   Updated Illinois State EFW2 export to include a .CSV option.
09/15/2021	Reporting -   Updated Sterling Heights Kronos Import log to include Job Class information when applicable.
09/01/2021	BS&A ONLINE -   Allow an applicant to not fill in the dates of their educational history on their resumes in BSAO. -   Corrected where non TS desktop users could not add leave accrual rows to their timesheets in BSAO when the option to audit time sheet changes was turned on.
08/15/2021	General -   Updated Idaho SITW tax tables.
08/01/2021	General -   Updated North Dakota SITW table.
07/15/2021	Program Setup -   Fixed issue where editing the Leave Bank ID would not update the associated Roll Over Leave Accrual.
07/01/2021	General -   Added a value of 'SYSTEM' to the User Name column on the Audit Summery table for Schema changes.
06/15/2021	General -   Scheduled Update: No specific feature changes.
06/01/2021	Program Setup -   Added option to "Include Grant" on accounting setup for deductions and expenses. -   Added supplemental tax rates to tax tables.
05/15/2021	General -   Scheduled Update: No specific feature changes.
05/01/2021	General -   Fixed issue journalizing remittance checks with the SITW code.
04/15/2021	Reporting -   Updated MERS export to have the Service column default to 'Y'; unless the employee has a termination date, in which case the value in the Service column becomes 'N'. -   Extended FFCRA reporting to match federal guidelines.
04/01/2021	General -   Updated taxable wage calculation script for instances where a check was calculated with multiple 'Retirement' type distributions. Program Setup -   Added SITW calculations for ME.
03/15/2021	General -   Scheduled Update: No specific feature changes.
03/01/2021	Reporting -   Corrected spelling error in 'Deduction Totals' section of the report. -   Updated MERS Retirement Export file to be a .CSV file type. -   Corrected issue on Employee Information Export where incorrect hourly rates would be displayed for salaried employees when the option 'Show Distribution Rate Information' was selected.
02/15/2021	General -   The 2021 Head of Household tax table will now display when viewing the tax tables through the FITW deduction. Reporting -   Corrected the total to combine pre and post roll over accruals on the Leave Accrual Report. -   Added box next to Corrected on the 1095-C Standard Form with Boxes -   Updated the 1095-C with Instructions format to correctly display the corrected check field.
02/01/2021	General -   Scheduled Update: No specific feature changes.
01/15/2021	BS&A ONLINE -   Corrected issue where Questionnaire information on application for job postings was not correctly copying into .Net program. Other -   Cleaned up Position Budget interaction with General Ledger. Reporting -   Fixed sorting issue on Great West retirement exports. -   Updated South Carolina Empower export format to meet requirements.
01/01/2021	General -   Added 2021 Kentucky tax tables. -   Added 2021 Minnesota tax tables. -   Added 2021 Missouri tax tables. -   Updated 2021 MDOT equipment rental rates. -   Updated 2021 Illinois tax tables. Reporting -   Added a Check Number field to the Check Overrides Report. -   Updated 941 reports to correctly handle negative FFCRA wages.
12/17/2020	General -   Sped up checking of FFCRA wages upon opening program.
12/15/2020	General -   Added North Carolina SITW tax tables to the program. -   Added North Dakota SITW tax tables to the program. -   Updated Iowa SITW to 2021 rates. -   Updated South Carolina SITW to 2021 rates. -   Corrected issue that was occurring when attempting to import equipment hours into a payroll where the Equipment ID did not exist. -   Added the 2021 Michigan state tax tables -   Added the 2021 Arkansas state tax tables -   Added the 2021 Federal tax tables
12/01/2020	General -   Updated Remittance ACH export file to correctly include Immediate Origin value in certain places, if applicable. Reporting -   Added the South Carolina Empower Format Export File to Retirement Exports. -   Now correctly excluding Non-Cash Payments from the Pensionable and Base Wages values on the New Hampshire Retirement Export File. -   Added new options to the Employee Detailed Check History Report to show the applicable gross for deductions/expenses as well as adding a grand totals section.
11/15/2020	Reporting -   Updated Standard 1099-R With Boxes and Standard 1099-R 4 Up With Boxes formats to meet 2020 IRS specifications.
11/01/2020	Reporting -   Corrected issue where Illinois Schedule P Verification Report was not correctly including Employee ID's that shared the same Social Security Number.
10/15/2020	General -   Scheduled Update: No specific feature changes.
10/01/2020	General -   Added Massachusetts SITW to program.
09/15/2020	Other -   Fixed issue where Social Security tax exclusions were not being applied for deleted FFCRA pay codes on an employee. Program Setup -   Fixed issue where pasted values in deduction or expense setup items would sometimes copy to next item after pagination. Reporting -   Added new report "Bureau of Labor Statistics - Employment Statistics Info Report" which can be found under Employee Reports. -   Added First Name column to the Novatime Employee Export.
09/01/2020	Reporting -   Updated program logic to require FFCRA payments to be reported on W-2's.
08/15/2020	General -   Scheduled Update: No specific feature changes.
08/01/2020	General -   Scheduled Update: No specific feature changes.
07/15/2020	General -   Updated Idaho tax tables.
07/01/2020	Program Setup -   Updated Pay Code set up option for Families First Coronavirus Response Act to include Family Leave. Reporting -   Updated Quarterly 941 Information Report and Quarterly 941A Information Report to include Family First Coronavirus Response Act applicable wages. -   Corrected issue where the Illinois Schedule P export was not combining employees by SSN, when applicable.
06/15/2020	General -   Scheduled Update: No specific feature changes.
06/01/2020	Reporting -   Updated Quarterly 941 Information report to correctly combine employees by SSN when needed.
05/15/2020	BS&A ONLINE -   Added ability to see detailed Emergency Contact information that has been requested through Employee Self Service. General -   Added 20 User Fields with pick lists supported to Employee setup. Reporting -   Added a report to see which employees do or don't have BSAO links set up. -   Added new GA Unemployment Export that can be exported as a .CSV file to meet new filing requirements.
05/01/2020	General -   Corrected issue where remittance checks could not be journalized
05/01/2020	General -   Fixed issue relating to manually typing in a distribution priority number when a distribution was using a rate type of Based on another Distribution's rate. Program Setup -   Fixed issue with Effective Date sorting on Rate Tables. -   Added new option to Pay Code set up, under the Accounting tab, to accommodate Families First Coronavirus Response Act. Reporting -   Added footer to Check Proofing Report warning of FFCRA wages, when applicable. -   Added footer to Payroll Register Report warning of FFCRA wages, when applicable.
04/15/2020	General -   Scheduled Update: No specific feature changes.
04/01/2020	Program Setup -   Updated Audit Trail for setting up authorized users for check printing. Reporting -   Fixed link between HR and PR programs when importing or exporting 1095-C and 1094-C formats. -   Update Employee FTE calculation on Personnel Expenditure Export.
03/15/2020	Program Setup -   Updated MDOT Equipment Rental Rates to include codes that were missing in the 2020 year. Reporting -   Updated logic for RSA Retirement Export to better handle check adjustment amounts. -   Updated Illinois Schedule P export format.
03/01/2020	General -   Set default W-4 values to 'Revised for 2020' for any newly added FITW codes. -   Updated Arkansas tax tables to the 2020 version. Program Setup -   Corrected issue where Retirement Type was not saving to the desired value for Ameritas retirement codes. Reporting -   Changed logic when printing checks to verify that the name field for a record is not blank. -   Updated Deduction History by Employees report to better handle records with no values. -   Updated 'Additional Ded/Exp' logic on check formats to no longer include check adjustments in the YTD Amount if it has been listed elsewhere on the check.
02/21/2020	General -   Corrected an issue that could lead to FITW being under-withheld on checks.
02/15/2020	BS&A ONLINE -   Added an option to the BS&A Online Admin Application to disallow collection of prior rates of pay for online job applicants. Other -   Corrected an issue where the magnifying glass icon did not bring up the lookup table for Employer Codes on the OPERS Retirement Export. Reporting -   Corrected an issue where the End Date for the Pay Period Breakdown report was not set to be inclusive. -   Updated the IMRF Retirement Export to correctly calculate employee contributions and wages for employee's who have multiple Employee ID's that share the same Social Security Number. -   Corrected issue where the Quarterly State 941 Information Report was only displaying information for the first employer in the list, if a database contained multiple employer codes, not the information for the employer that was selected. -   Added Illinois Schedule P Export to the program. -   Fixed an error that was occurring when attempting to print Personnel Action Forms.
02/01/2020	General -   Added 'Generic Employee Deduction/Expense User Variable Import' to the program. -   Corrected a display issue on W-4 Information when in Test Values of a calculated check, where the Multi Job/ Spouse Works line was not showing the correct employee value. -   Updated the FITW calculation to better handle scenarios where an employee would have a FITW value of $0.00 or below. Reporting -   Added options to include 'User Fields' on the Trunkline Maintenance Report. -   Corrected issue that prevented PA EFW-2 files from being created.
01/15/2020	General -   Updated Minnesota 2020 tax tables. -   Updated 2020 FITW tax table to include Head of Household calculations. -   Corrected an issue where Test Values were incorrectly saving on the W-4 info screen. Program Setup -   Updated the layout of W-4 Info screen for employee setup to match the layout of the W-4 form. Fixed other minor viewing issues. -   Updated the label 'Credits' on the W-4 Info screen to read as 'Dependent Credit Amount'.
01/07/2020	General -   Corrected an issue where Test Values were incorrectly saving on the W-4 info screen. Program Setup -   Updated the layout of W-4 Info screen for employee setup to match the layout of the W-4 form. Fixed other minor viewing issues. -   Updated the label 'Credits' on the W-4 Info screen to read as 'Dependent Credit Amount'.
01/03/2020	General -   Updated the FITW screen in the Tax and W2 Info Screen to allow for claiming Head of Household
01/01/2020	General -   Updated Employee W-4 Info setup in accordance with new 2020 W-4 forms. -   Fixed issue with Deduction End Dates changing if the End Date was adjusted while the employee was in an open payroll. -   Updated 2020 Michigan tax tables. -   Updated 2020 Illinois tax tables. -   Updated 2020 Missouri tax tables. -   Updated 2020 South Carolina tax tables. Program Setup -   Added Roll Over Date type 'Monthly' to Leave Bank Setup. -   Updated logic for the Count Record Type condition for Employee Validation Rules. Reporting -   Added 'Employee Primary Base Rate' and 'Employee Primary Rate Modifier' as data fields to Report Designer.
12/15/2019	General -   Updated 2020 Ohio tax tables. -   Updated 2020 Iowa tax tables. -   Updated 2020 Kentucky tax tables. -   Updated 2020 FITW Tax Table.
12/01/2019	Reporting -   Added a new report 'Benefit Plan Enrollment' to HR. -   Added the option to 'Show Hidden Employees' to the Employee Information Export. -   Corrected the formula being used to calculate monthly values for the ID - IDES Contribution and Wage File.
11/15/2019	General -   Direct Deposits with a type of 'Loan' are now being included in ACH prenote files. -   Updated the Check Proofing Report to only count employees being paid in the current payroll in the count at the bottom of the report. Previously this was including any employee listed in the second step of the payroll, even if they were not being paid. -   Removed an option from the ACH prenote file creation window that was unintentionally added from an update to Accounts Payable. Reporting -   Added the Ohio ICESA Quartely Unemployment export to the program. -   Updated PA unemployment reporting to match new 2020 file requirements. -   Updated IL - State Police Background Check to meet new file requirements.
11/01/2019	General -   Scheduled Update: No specific feature changes.
10/15/2019	General -   Scheduled Update: No specific feature changes.
10/01/2019	General -   Scheduled Update: No specific feature changes.
09/15/2019	General -   Scheduled Update: No specific feature changes.
09/01/2019	General -   Scheduled Update: No specific feature changes.
08/15/2019	General -   Corrected the employee amount display issue on Benefit Plans when an enrollee was deleted without being inactivated first. New Features -   Added a template for default deductions/expenses to be used when creating new departments/job classes/ bargaining units/ positions. This allows for the addition or removal of deductions and expenses used by your municipality. This new template setup can be found under Program Setup ~ Program Settings ~ General Settings. -   Updated to set the position on the employee when hired from a web applicant as active, occupied and primary. Program Security -   Corrected issue where certain users could not see rates in employee GL Distribution screen even when view access was granted. Reporting -   Corrected the journal report created when running a Benefit Invoice Reconciliation to no longer allow for the selecting of a date range and instead it will only display transactions from the current BIR being processed.
08/01/2019	General -   Scheduled Update: No specific feature changes.
07/15/2019	General -   Scheduled Update: No specific feature changes.
07/01/2019	New Features -   Added a 'Comment' Action Type to Personnel Action Forms. -   Added option to require Reason field to be filled out on Personnel Action Forms.
06/15/2019	General -   Scheduled Update: No specific feature changes.
06/01/2019	General -   Scheduled Update: No specific feature changes.
05/15/2019	New Features -   Added Wisconsin New Hire Export -   Added Florida New Hire Export
05/01/2019	General -   Scheduled Update: No specific feature changes.
04/15/2019	General -   Scheduled Update: No specific feature changes.
04/01/2019	General -   Updated the Idaho state withholding to round to the whole dollar. -   Corrected adding deductions/expenses during the payroll process. Reporting -   Updated the OPERS file to include employees with only employer contributions. -   Corrected SCRS Retirement export to handle check adjustments correctly.
03/15/2019	New Features -   New leave accrual type called "Incremental - YTD Hours" has been added to the system to accommodate Michigan Senate Bill 1175. -   Added an option to hide employees and columns with zero values to the Employee Benefit Compensation Export.
03/01/2019	General -   Updated SITW and FITW W-4 options to allow for withholding type to be Additional Values Only. Reporting -   Corrected the Great West Retirement Export to only print each employee once for the range selected.
02/15/2019	General -   Updated the 2019 Alabama State Withholding tables. New Features -   Added an option to disallow mass approving through the Mass Approve/Deny Timesheets feature. This option is available under Program Setup ~ General Settings Reporting -   Added the RSA Enrollment file under Tasks ~ Retirement Exports. -   Updated the FRS export to use implied decimal.
02/01/2019	General -   Corrected the issue where equipment hours were not showing on the imported equipment report unless the box was checked to import hours not associated with employees. -   Added the 2019 Colorado State withholding tables. New Features -   Added show inactive and hidden employee flags to the Employee Maximums and Edit Employee Values screens on Deduction & Expense setup as well as Change Employee Enrollment in HR under Benefit Plan setup Reporting -   The loan amount will now populate on the CPI 401 verification report. -   Removed the option to set the sort index on the Salaries by GL Fund Report. This report sorts by GL number by default in order to generate the information in GL order. -   Added the plan type of EEVD to the John Hancock type deductions/expenses as well as to the export for filing. -   Added the option to use the User Checkbox 1 as an indicator for a secure address for reporting on the FRS export. -   Added the employee fields for address, DOB, date of hire, and job class to the Departmental Timesheet Report.
01/16/2019	Reporting -   Updated the Standard 1095-C form to allow for the covered individuals names to be broken down into separate first, middle, and last name fields. Also updated the report writer version of the Standard 1095-C form as well
01/15/2019	General -   Updated the 2019 Minnesota Withholding Allowance amount. -   Corrected the issue when decreasing hours on comp taken and placing hours back into the primary pay when a note is required. -   Added the 2019 MDOT equipment rental rates
01/01/2019	General -   Added the 2019 Iowa state withholding tax tables. -   Added the 2019 Idaho state withholding tax tables. -   Added the 2019 Kentucky state withholding tables. -   Added the 2019 Ohio state withholding tax tables. -   Added the 2019 Federal tax tables. -   South Carolina 2019 withholding tables have been added -   Minnesota 2019 withholding tables have been added -   Missouri 2019 withholding tables have been added -   Illinois 2019 withholding tables have been added -   Michigan 2019 withholding tables have been added -   Added the 2019 Georgia state withholding tax tables. Program Security -   Added a separate security option to have the Web Applications tab to show under Task Management Reporting -   Added hired date filter to the new hire exports. -   Added the field hoursinworkday to be used on Leave reports.
12/15/2018	General -   Corrected the displaying of the Timesheet is Now Complete check box. -   Corrected the Set Remittance Balance by Date Range Utility. Reporting -   Updated the Standard 1095-C to have the employee's name split into three separate fields.
12/01/2018	General -   Scheduled Update: No specific feature changes.
11/15/2018	New Features -   For year- end reporting purposes, we have included a new option to override City Information with City of Detroit Information. Reporting -   Updated the CPI Retirement export for the updated format. -   Added Retirement Systems of Alabama (RSA) export to the system.
11/01/2018	BS&A ONLINE -   Corrected issue where a timesheet could not be marked as completed in BS&A Online when the last day of the timesheet has passed. General -   Updated the Missouri tax tables with the new changes.
10/15/2018	Program Security -   Corrected the user security options for the viewing/editing/deleting of attachments on checks Reporting -   Updated the CPI Retirement export for the updated format. -   Corrected printing the journal entries report on marked records -   Updated the Deduction History and Expense History by Employee reports to show the correct check gross when pay flags are changed in the payroll process
10/01/2018	General -   Corrected making a backup during the payroll process allows for the selection of the database instead of the admin database. -   Updated the IL state tax table for the new exemption amount of $2225.00. New Features -   Added the ability to calculate FLSA multiple ways. Program Security -   Applied the void/reissue check user security option to the check table as well as the tasks menu. Reporting -   Updated the gross totals on the Total Expenditures by Grant report to show the gross instead of the net. -   Updated the format for the ICMA file to print the correct EV or EE based on if the deduction is voluntary
09/15/2018	General -   Corrected rounding issue with rate modifiers. Reporting -   Updated the Diversified export to match the new file layout.
09/01/2018	General -   Scheduled Update: No specific feature changes.
08/15/2018	General -   Corrected GL distributions that were not being updated when changing the default accounting on pay codes. Reporting -   Added the employee status to the check proofing report -   Corrected the issue where the GL descriptions were not printing on the journal entries report.
08/02/2018	Reporting -   Corrected issue where errors may be generated when running the Journal Entries Report
08/01/2018	New Features -   Added the employee name and ID to the PAF email notification. Reporting -   We have corrected the displaying of Medicare wages over $200,000 on the 941 form.
07/15/2018	General -   Corrected where employees with a custom payment frequency are not showing the annual salary amount New Features -   Added the green void indicator to the Benefit Invoice Rec table view. -   Added an option to the Schedule Rate Table Step Raises task to exclude inactive employees.
07/01/2018	Reporting -   Updated the IDES export options window with the correct title. -   Updated the leave bank max column to display the correct number of hours based on the employee leave bank.
06/15/2018	Other -   Corrected the issue allowing users to select inactive activity codes when entering hours in Time sheets Reporting -   Updated the FRS export to have leave buyout type pay codes print on line 21. -   Updated the Wages by Grant report to no longer include voided checks. -   Updated the Imported Hours Report to show an Hrs/Amt column instead of just the Hrs to account for importing of flat amounts.
06/01/2018	Reporting -   Added the MERS DC + Export under Tasks ~ Retirement Exports. -   Updated the CDM export to conform to the new file layout bu removing the second header line and adding in the payroll date. -   Corrected the TPSP Info report to not include void transactions
05/15/2018	Reporting -   Corrected WRS report to show adjustments to pay codes not attached to employee. -   Updated the IDES Unemployment export and added the ability to run on an alternate unemployment id.
05/01/2018	Reporting -   Updated the Nationwide format to fill in the Money source type. Deductions and expenses will need to be updated to include the source of money type under Program Setup ~ Deductions & Expenses then tab three on any nationwide deductions and expenses. New Features -   Added the ability to auto calculate FLSA rates on employees. This option can be accessed through Program Setup ~ Program Setting ~ FLSA Settings. View FLSA Document
04/15/2018	General -   Added auditing to the Retirement Export type field. -   Updated the Receipt ID in the ACA process to allow all formats. New Features -   Added the Rehire Date to the Employees Table. Reporting -   Corrected issue when printing checks not showing the leave time when there are roll over hours and a zero rate.
04/02/2018	General -   Corrected error when editing paycodes.
04/01/2018	General -   Scheduled Update: No specific feature changes.
03/15/2018	General -   The rate will now display correctly for pay codes with only rate multipliers.
03/01/2018	General -   Added the Preliminary 2018 Missouri Tax tables. Reporting -   Adjusted the audit report to make it run more efficiently. -   Corrected the Earnings and Deduction/Expense report to correctly reflect reissued checks. -   Corrected the issue with the John Hancock export not running based on the sort index selected.
02/15/2018	General -   Corrected issue not allowing the processing of a BIR when an allocation table contains an apostrophe. -   Corrected the issue of scroll bar not displaying correctly on position detail. -   Disallow the changing of a deduction/expense for an already existing check adjustment Reporting -   Added the option to create a report based off of the OSHA detail records -   Added the BB&T Retirement export. -   Updated the 1099-R 4 Up form to pull the year the 1099-R's are being printed for. -   Updated the Standard W3 to have the phone number and fax number in the new locations.
02/01/2018	Reporting -   Corrected the Employee Detail Check History Report totals to no longer include void checks. -   Corrected issue with the FRS Report and choosing to exclude employees with zero contributions.
01/15/2018	General -   Added the 2018 FITW Tax Tables
01/15/2018	General -   Corrected the issue where rate changes were not displaying correctly when creating a PAF -   Added the 2018 Mississippi state taxes.
01/02/2018	General -   Corrected issue where special payrolls could not be wrapped up
01/01/2018	General -   Added the 2018 MDOT rates -   Added the new 2018 Iowa withholding rate -   Added the new 2018 South Carolina withholding rate -   Added the new 2018 Kentucky withholding rate -   Added the new 2018 Minnesota withholding rate New Features -   Added the 2018 Illinois State withholding tax tables Reporting -   Updated the Alabama W2 export with required changes. -   Corrected the error when showing sample report on the Hours with Associated Notes report. -   Corrected issues with split pays on the Departmental Work Comp Report. -   Corrected the Employee PAF Summary report to word wrap the comments -   Corrected the issue when running the ACA Preview Report while in the year end process.
12/15/2017	General -   Scheduled Update: No specific feature changes.
12/01/2017	Reporting -   Added the option to create the WI ETF setup export in the Retirement export window -   Added a new PAF report to show the detail. This report can be used as the basis of a user created report. The report is located under Reports ~ Employee Reports.
11/15/2017	Access My Gov -   Removed void checks from displaying in the Check History section of AMG General -   Corrected the issue where checks with the pay period end date that matched the end date of the retro wizard were not included in the wizard New Features -   Added the check date and pay period end date to the Retro Employee Details screen. Reporting -   Added the FRS file export this is found under Tasks ~ Retirement Exports. -   Corrected the MN- Delimited Unemployment File to properly exclude the hours for excluded pay codes
11/01/2017	Reporting -   Added an option to override the pay frequency, column D, on the WiETF file per payroll. -   Corrected the PA Unemployment file and removed the extra comma at the end of each line -   Updated the Journal Entries report to run on marked journal entry records -   Updated the FL Reemployment Tax file to the new format.
10/15/2017	General -   Corrected the sorting of the mass approve timesheets screen when sorting by total hours
10/01/2017	New Features -   Added a blank group to the Timesheet Groups.
09/15/2017	Reporting -   Corrected issue on EEOC Information Report where employees were not showing in the correct categories. -   Correcting issue with Great West Report increasing the amounts when the report is run multiple times by date and payroll consecutively.
09/01/2017	General -   Corrected issue with TS not recognizing a minimum number of hours required to be entered on leave pay codes. Reporting -   Updated the APERS retirement file to the new format. -   No longer require the Program Code on the WI ETF file. -   Added the employee address to the WI ETF export. -   Corrected issue with the Hours with Associated Notes Report when using an advanced query.
08/15/2017	General -   Corrected the display on the position to show department ID again when position control is turned on. -   Corrected the issue with the employee ID format not being enforces when you hire an applicant through the hiring process in HR. Reporting -   Updated the ACA preview report to sort first by employer then by the sort order chosen in the report options -   Corrected the issue with the negative wages in the PERA export -   Corrected the Quarterly 941 Schedule B State Information to reflect voided checks correctly -   Corrected totals on Applicant EEOC report.
08/01/2017	General -   Scheduled Update: No specific feature changes.
07/15/2017	General -   Scheduled Update: No specific feature changes.
07/01/2017	General -   Corrected the issue of not being able to add a ded/exp during the edit payroll process. Reporting -   Corrected the issue with the Employee YTD Summary Report displaying employees with 0 YTD when this option is selected. -   Corrected the issue of the Benefit Plan Report not showing the correct enrollment status for employees.
06/15/2017	New Features -   Updated the EEOC codes per the new requirements. Reporting -   Added a state 941 schedule B report. -   Added the 2017 version of the 941 Information report. -   Added User Date Index 1 to be used on report writer enabled reports.
06/01/2017	General -   Scheduled Update: No specific feature changes.
05/15/2017	General -   Scheduled Update: No specific feature changes.
05/02/2017	General -   Corrected the importing of Timesheet hours.
05/02/2017	General -   Corrected encryption/decryption issue with ACH account numbers longer than 15 characters -   Corrected the importing of Timesheet hours.
05/01/2017	General -   Scheduled Update: No specific feature changes.
04/15/2017	General -   Corrected crash when scrolling through employees and then clicking Mass Approve/Deny Timesheets in the My Timesheets Approvals section. Reporting -   Added the ability to add labor and equipment with the activity codes to user created hours reports.
04/01/2017	Reporting -   Corrected checks voided in the same OPERS reporting period from being exported.
03/15/2017	General -   Corrected issue when importing applicants where license or degree names were longer than the field in HR. Reporting -   Corrected issue where the 1094-C Preview report and the Edit Employer 1094-C screens would not be consistent.
03/01/2017	General -   Corrected issue with deleting a reminder on an employee. -   Corrected issue with Primary Flag not being checked in the Position Management incumbent screen. -   Corrected the pay method display issue on the employee table. New Features -   Added the option to set an email address for an employee to use when assigning work orders to employees. This email address is located under the Work Order Info tab on the Employee Information screen. -   Added an option to mass update employee FLSA rates. This option is found under Tasks~ Mass Rate Change ~ Mass Employee FLSA Rate Change
02/15/2017	General -   Changed the title of the Aux Date under employee leave banks to Employee Date to be consistent with leave setup. -   Renamed the Employment History tab in HR to state Status Changes to reflect what is being displayed. -   Inactive leave banks will no longer copy over when copying an employee. -   Corrected error message when trying to delete a job class with history. We allow for inactivation and not deletion when history is present. -   Corrected issue editing remittance ID's. -   Corrected display issue on the Position History screen when filtering records by active records only. New Features -   Added an option on standard and overtime type pay codes to allow the setting of using FLSA rate for any employee using the pay code. Reporting -   Added an alternate 1099-R format to match the 4 up version. -   Corrected issue with querying the Employee Tax information report on federal or state allowances. -   Corrected the Hours verification to display pre and post roll over comp hours correctly.
02/01/2017	Access My Gov -   Corrected issue when applicants would apply for an online job posting where the title had 50 or more characters General -   Corrected the display on a PAF to show the correct current active and primary position for the employee associated with the PAF -   Corrected the importing of hours from a third party import to not look at inactive leave banks. -   Corrected issue with editing benefit plan ID. -   Corrected issue some users were experiencing when mass approving time sheets containing a terminated employee when using the option to only show active employees. -   Corrected error when overwriting an employee setup when a longevity pay code is involved. New Features -   Added new field to show the number of vacancies for a position in the Position Management screen. This field is calculated taking the Total Openings and subtracting the Incumbents. -   Added word wrap and increased the size of the questionnaire fields to allow viewing more applicants answers Reporting -   Added a Budget vs Actual report for payroll expenses based on employee check journal entries. -   Added grand totals to the Applicant and Employee EEOC reports. Also added an option to page break before the Totals page. -   Added the month and year to the header on the IMRF verification report. -   Corrected the IMRF retirement report to honor the wage cap to match the verification report in the export. -   Updated the 1095- C with Instructions Report and template to have the new coverage codes added. -   Corrected 1K on the 1095-C not printing the single monthly employee rate.
01/15/2017	General -   Corrected the deleting of a duplicate pending raise. -   Disallow the adding of PAF's to unapproved hires, this was preventing their status change. -   Corrected issue when deleting rate tables. -   Added 2017 Missouri Withholding Tax Tables. -   Updated to the 2017 Colorado Withholding Tax table. -   Corrected editing employees coverage codes to 1J or 1K not staying as selected. New Features -   Added the ability to rename a PAF -   Add the 2017 MDOT rates for equipment. Reporting -   Added the Georgia New Hire export under Tasks~Employment Verification Exports. -   Now save the current options when running the South Carolina Retirement Export -   Updated the SCRS export with the new fields for 2017 -   Corrected W2's to print the SSN for employees on overflow forms when boxes 12 or 14 exceed the limit on one page. -   Corrected error some users were experiencing when running the ACA Proofing report.
01/01/2017	New Features -   Corrected the issue with the "Remove All" tab for the Validation Groups on the employees. Reporting -   Added a * to the Employee Information Export to show which distribution line is the primary. -   Added the rate column to the imported hours report. -   Added the option for "Skip Employees with no Benefit Plans" to the Employee Benefit Plans report. -   I originally marked this as reactivated because of the one report not showing the payment combined as an option but it was not supposed to be an option on that specific report so this one is good to go. -Dom
12/15/2016	General -   Wisconsin WI EFT Retirement Export added -   Update to Federal, KY, MN, NE and SC tax tables Reporting -   South Carolina - Added South Carolina Retirement System Export
12/01/2016	General -   Corrected issue with 2015 tax tables being loaded. If you ran the 12/1 update previously please go to Utilities~Load Tax Tables and select 2016.
12/01/2016	General -   Corrected issue approving a new hire. -   Corrected error when trying to edit a department id. -   Corrected copying employee where some GL distributions were not copied correctly. -   Corrected approving an address change from AMG. -   Corrected issue when adding hours to a work order. New Features -   Added an option to set the Full GL number on a pay code. -   Added new validation rule to check for SITW deduction. -   Added a generic applicant import into HR. This can be accessed from File ~ Import ~ Generic Applicant Import Reporting -   Disabled the ability to select to use an advanced query on this report. The option was not valid for this report. -   Corrected the display of leave hours when employees had pre and post roll over hours. -   Added the ability to set the wage limit for IMRF Tier II deductions and expenses.
11/15/2016	General -   When clicking on a leave bank the option has been moved to edit the leave bank to the bottom of the list. -   When clicking on a deduction/expense on an employee the edit ded/exp option has been moved to the bottom of the list. -   Corrected the issue when changing a home gl number. -   Corrected issue hiring an applicant if the SSN was present. Reporting -   Removed the sort index on the Benefit plan arrears report. Report sorts first by Benefit plan and then employee ID. -   Corrected the FRS report to show the correct gross wage for the employees who have FRS deductions and expenses
11/01/2016	General -   Added the ability to mark routing numbers as inactive. Reporting -   Updated the ICMA Export to account for multiple loans.
10/15/2016	General -   No only require DOB when hiring an applicant. New Features -   When adding a new department/job class/ bargaining unit SUI will no longer be added by default. Other -   Changed the label to Apply Filters when accesses the Mass Approve/Deny Timesheets screen through the link in the navigation pane. Filters are not automatically applied when entering the window through this link. Reporting -   Updated the Pennsylvania EFW2 file to include new fields. -   Updated the Executime Employee Export to include the badge number from the HR program -   Added a print button to the 1099 Information screen on the employee. -   Add the ratio field under the Leave table on the report writer enabled Hours with Associated Notes report
10/01/2016	New Features -   Added calculating some custom deduction/expense calculation scripts to position budgeting. Reporting -   Added a Pay Period Comparison Report. -   Added the Employee Detail Check History template report. -   Added the South Carolina DEW MMREF Unemployment file. -   Added a column to show the status of the check on the check adjustment report. -   Corrected the sort order option on the ACA Employee FTE report -   Changed the MERS HCSP export to require the .csv file extension.
09/15/2016	General -   Adjusted the warning message when running the set fields utility to show the number of visible and the number of hidden records that will be updated. Reporting -   Now allow for printing the Employee Hours by Pay Code Report to a spreadsheet. -   Added an option to filter the Equipment Rental Activity Report by equipment. -   Added an option to run the Ohio Quarterly CSV Unemployment File for an alternate unemployment number -   Correct the pay code list template to honor the option to only show active pay codes. -   Corrected the Leave Budget Report to honor the Skip Unassociated Leave Banks option for deleted leave banks. -   Corrected issue running Employee Count report if employees ID's contains the ` character. -   Corrected issue running Employee Count report if employees IDs contains the ` character.
09/01/2016	Reporting -   Added different filtering options on the Employee Discipline Cases Report.
08/15/2016	General -   Updated error messages to show why a BIR can not be processed. Program Setup -   Added auditing to the ACA fields on benefit plans. Reporting -   Added an option to remove quotations from the Great West Retirement Export. -   Added auditing to the calc check window when adding deductions/expenses on the employee.
08/01/2016	General -   Scheduled Update: No specific feature changes.
07/15/2016	General -   Corrected BIR to not allow the deleting of completed items. New Features -   Added the ability to add attachment to remittance checks. Attachments can also be viewed from the GL Drill down if user has access. -   Added an option to filter timesheet approvals by approval group. Reporting -   Corrected the OP & F report to account for voided checks. -   Corrected the Hours with Associated Notes report to show the rate when option is selected.
07/01/2016	New Features -   Added a feature to import user variable values for a deduction or expense. Reporting -   Added date range option to the Pension Contribution Report. -   Added Tax Exempt indicators to the Employee Tax Information report. -   Added an option to hide employees with 0 values on the FICA Verification report. -   Updated the Pending Rate Changes Report to include rate table effective date changes. -   Corrected PERA export to show the correct amounts for ee and er contributions when checks contain check adjustments.
06/15/2016	General -   Corrected the issue of not being able to close the employees DD window while viewing an employee in an open payroll. -   Corrected error when trying to commit 1095-C corrections. -   Corrected issue with rebuilding GL distribution records. New Features -   Added employee tool to set many employee dates in one location. This is found under Employee Information then the tools button. Reporting -   Corrected the Budget Item Detail Report to honor the department filters without generating an error. -   Corrected issue with terminated employees not showing on the MERS DC export. -   Updated the IL-State Police Background Check Export with the new format.
06/01/2016	General -   Updated the Equipment Timesheet Entry screen to advance cursor based on the options selected Reporting -   Updated the Benefit Consultants Group export to auto save as a .csv file. -   Added position ID and position description as available fields to be used on the Employee YTD Summary report designer template.
05/15/2016	General -   Corrected reminders appearing for users based on settings. -   Corrected warning when clicking tools on the Employee Information screen and View Hidden Employees or View Only Non-Hidden Records. -   Corrected error when trying to recalculate the full position budget. -   Corrected error when trying to manually raise rates during the payroll process. New Features -   Added email address as an option to search for an employee. Reporting -   Added option to the Leave Accrual Report to show only employees with hours lost. -   Corrected the withholding status on the Calc Check Proof report.
05/05/2016	Payroll Process -   Corrected error when trying to manually perform a split pay during the payroll process.
05/01/2016	Reporting -   Added the ability to create the test file and the actual file needed for electronically filing the 1095-C's. -   Corrected error received when running the Position History Export. -   Added the Account Description to be used in report designer when basing reports on the Salaries by GL Fund-Department report.
04/15/2016	Reporting -   Corrected error when backing up all user reports. -   Corrected issue with the Remittance Liability by Employee Report with voided and reissued checks -   Added the W2c/W3c electronic file for Illinois, Georgia, and Michigan. -   Corrected the issue with the IMRF export displaying duplicate wages for employees with soft deletes of a second IMRF deduction. -   Corrected viewing sample reports under the Departmental Hours Report. -   Added the ability to create the test file and the actual file needed for electronically filing the 1095-C's. -   Corrected the issue with the Ded/Exp YTD with Adjusted Gross report not showing the correct prior deductions amount when deductions were removed.
04/01/2016	Reporting -   Corrected the issue creating the hours spreadsheet file. -   Corrected the 1094-C to place the correct employee counts in the applicable months.
03/15/2016	General -   Scheduled Update: No specific feature changes.
03/01/2016	Reporting -   Added grand totals to the Benefit Consultant Group Verification report.
02/15/2016	Reporting -   Added a header row to the MERS 457 file. -   Updated the PERA Exclusion report to include the new employee codes. -   Corrected error when running the MERS DC or MERS 457 exports by date. -   Corrected issue with the Check Proofing report not printing zero values when this option was selected -   Corrected the sort order on the ACA Preview Report. -   Corrected error running PERA export when check adjustments were present.
02/01/2016	General -   Corrected Third Party Timesheet Imports
02/01/2016	General -   Corrected issue with the user preference setting not showing the GL description when you mouse over an employee's GL distribution. -   Updated the 2016 Missouri State Tax Withholding Tables. -   Corrected issue preventing editing the taxable and local gross on the 1099R's through the Year End closing process. -   Corrected the merge EFW2 utility. Reporting -   Added 1095-C for window envelopes. This places the name and address in the top section and allows for creating forms based off this format. -   Corrected the MERS DC export to display the correct amounts for employees who have a deduction and an expense with the same contribution type. -   Updated the OPERS Non-Contribution form to the allow for the N indicator as appears in the updated file layout -   Corrected the issue where terminated employees were appearing on the MERS DC and MERS 457 verification report and export.
01/15/2016	Access My Gov -   Carriage returns will now be displayed correctly when entered in a description on an online job posting. General -   Added filter to look up for only those benefit plans the employee is eligible for. -   Corrected issue when adding a new row to the time sheet using the up and down arrows on the keyboard did not add the correct row. -   Corrected issue where new hires were not recognizing the department and could not be hired through the PR application. New Features -   Added the 2016 MDOT rates. Program Security -   Corrected the Hours Detail by GL Number Report to honor any department restrictions. Reporting -   Added an indicator to the Function totals when employees have an EEO4 code of Other they will not be included in the report. Also updated the Positions to show Officials & Administrators and Administrative Support. Now Convert employees under the Parks and Recreation Function to Natural Resources when running the EEO4 report. -   Corrected the totals on the EE04 Information Report to display the new hires in section 1. -   Updated the MERS DC and MERS 457 deductions and expenses to allow for one plan number per setup item. This will allow for the MERS DC and MERS 457 export to be created for multiple plans at one time. -   Corrected issue on the MERS HCSP file when run multiple times withhold closing the export window. -   Corrected the 941 Information report to correct add in the value from 5d into 5e -   Corrected the full time check marks on employees hired mid year on the ACA Preview report. -   Updated the ACA Preview report to show the correct employees based on the check marks for hired and terminated employees in the report options.
01/01/2016	Access My Gov -   Corrected issue where dependents could not be deleted via the Employee Self Service tab. General -   Corrected the tab order in the Personal Info screen. -   Corrected the tab order in the HR Info tab. -   Added a sort option to the search results in the Employee Pay Codes screen. -   Corrected pending benefit changes would not be removed from an employee when selecting to delete. -   Updated the Illinois tax table for the 2016 values. Program Setup -   Corrected the spelling of the word Bargaining in the Mass Create AccessMyGov Accounts screen. Reporting -   Corrected issue printing custom W2 formats from the HR program. -   Added the Illinois State Police Background Check export to the Employment Verifications option under Tasks. -   Added header row to the MERS DC export file. -   Added an option to exclude employees not employed in the reporting year to the ACA Employee FTE Report. -   Added badgeNumber as a field under Employee in report writer to be used on Employee reports. -   Added header row to the MERS HCSP export file. -   Updated the PERA export to include secondary checks, when applicable.
12/16/2015	General -   Corrected time out error when trying to initialize payroll with a large number of checks.
12/15/2015	General -   Corrected adding a new row through time sheets where occasionally it would pull the wrong row. -   Added the 2016 FITW tax tables. Added the 2016 Minnesota Tax Tables. -   Added the 2016 Kentucky Tax Tables. New Features -   Added an option to mark a CDM deduction/expense as a loan repayment and updated the file accordingly. Reporting -   Added options to sort the Budget Item Details Report by name, departments and position. -   Added the employee name to the Budget by Fund-Dept Export. -   Corrected issue with the budget details by fund-department export not displaying adjustments and vacancies. -   Corrected the column totals for departments on the Workers Comp by Department report. -   Updated the PA Unemployment File to allow for reimbursing employers to create the file with the correct format. -   Corrected the PERA export to allow for generation when marking an excluded pay code as a leave buyout. -   Added an option to the ACA Preview Report to exclude employees terminated prior to reporting period. -   Corrected the Pension Contribution History Report to show hidden employees when the option is selected. -   Corrected the display of an employee's primary position on custom reports when an employee has multiple positions. -   Employees who have been terminated mid-year will no longer show an FTE on the ACA Employee FTE Report for months they were not employed. -   Corrected amounts clearing out when editing box 8 on the 1099R
12/01/2015	General -   Corrected error when changing an enrollment status on an employee once their original cost table row was deleted. -   Corrected the calculated safe harbor codes for employees based on termination date. New Features -   Added logic to remove hours from the correct regular hours bucket when entering leave during a split pay payroll. Reporting -   Corrected issue where employees with deleted benefit plans would still appear on the Benefit Plan Cost Report, it they had not been unenrolled from the plan prior to deleting it. -   Added the option to run the MERS DC and the MERS 457 exports by Payroll ID. -   Corrected the MERS DC export to sort as selected. -   Corrected the Benefit Consultant Group export to sort as selected.
11/15/2015	General -   Corrected the rate not displaying, in timesheets, when a pay code was set to be based off of another distribution and this other distribution was not set to be displayed in timesheets. -   Corrected the issue with the EEOC information not staying on employee template setup items, such as positions management, job classes and departments. New Features -   Added a Generic Dependent Import. The format must contain the employee ID for the dependent as well as the SSN for the dependent. This can also import the dependents first name, last name, middle initial, date of birth, gender and relationship to the employee. Reporting -   Added the option to show 0 lines on the Pension Contribution Report. -   Corrected the YTD Transactions report to correctly display FITW wages when this option is selected. -   Updated to the Employee Export to handle user fields with commas in the title. -   Updated the ACA Employee FTE report to show only those employees who are active or who had hours in the year you are running the report -   Updated to the Employee Check History Export to handle pay code ID's with commas. -   Corrected the BCG export to exclude taxable life insurance pay. -   Added totals to the MERS DC verification report. -   Corrected the MERS HCSP format to omit the commas when amounts are over 999.
11/01/2015	General -   Corrected error when hiring a new employee. New Features -   Added a notes button to the Deduction/Expense, Pay Code, Leave Banks and Leave Accrual setup windows. Reporting -   Added the new MERS exports. These will be found under Tasks ~ Retirement Exports
10/15/2015	General -   Corrected some users not having Human Resources listed under the BS&A Applications menu -   Corrected error when adding a pay code during the payroll wizard that is based on another distributions rate. -   Corrected issue where editing a leave accrual id would give an error message. Reporting -   Corrected the hours entry spreadsheet to only display active rows on employees.
10/01/2015	Program Security -   Added Employee Validation Security options in HR.
09/15/2015	General -   Resolved reporting issue with the previous 9/15/2015 update. Reports with calculated fields, images or tables should be corrected automatically, unless the form was edited and saved using the previous 9/15 version.
09/15/2015	General -   Corrected adding additional pay and expenses to vacancies in position budgeting. -   Editing a position ID will no longer give an error message and will update employees correctly. -   Corrected error that could appear when deleting a deduction and then immediately adding a new one. New Features -   The following changes have been implemented for the Affordable Care Act 1095-C default fields have been added to Benefit plans in Human Resources. The Employee monthly status of 1095-C information will fill in based on hire and termination dates. The ACA Employee FTE report has been added to the Timesheets program under Reports~Other Reports. We have added the Employee Annual ACA Entry grid to employees tax and W2 screen to allow for manual entry of 1095-C information on a per month basis. Added set fields utilities in the employee table to allow for setting default ACA information. Reporting -   Corrected the OP&F file to display negative wages and withholding correctly. -   Decreased the amount of time it takes to reprint a check stub.
09/01/2015	General -   Corrected the saving of job classes when the primary distribution has been removed. -   Corrected adding additional pay and expenses to vacancies in position budgeting. -   Corrected the issue with overwriting an employee from a job class, bargaining unit, or department when the setup item contains a duplicate item already on the employee. -   Corrected deleting employees from position budgeting. -   Corrected not being able to select a grant code on the employees GL distribution.
08/15/2015	General -   Corrected adding a position and then removing it prior to associating that position with any employees. -   Corrected the display of the certification ID and expiration dates on licenses and certifications for an employee when the issue date is not filled in. -   Corrected the inability to edit imported or approved hours in the time sheets program. -   Corrected issue with adding additional pay to individual employees in the position budget. -   Corrected the drill down into a leave bank from the edit payroll screen. -   Corrected the issue with benefit plans based on cost table percentages by bargaining unit not calculating the correct employee amount. New Features -   When viewing changes, users will now see the change highlighted in green. When you hover over the change, the previous value will be displayed. If this is a future change, the previous value will be the value as of today. Reporting -   Added the fields for position history to the Employee Incumbency History report to allow users to create a report showing the rate history on positions for employees in the human resources application. -   Updated the IDES quarterly report to the TaxNet format. -   Added the Ohio New Hire Export. This is located under Tasks~ Employment Verification Exports. -   Corrected the LAGERS export to stop excluding duplicate employees by SSN. If an employee has 2 separate employee ID's both will now be included in the export. -   Corrected the Check Amounts by GL Number report to correctly reflect the journals created by checks with allocation tables. -   Corrected the calculation of the Approximate Amount column on the Hours Detail by GL Number Report when employees have projects attached to their GL numbers. -   Corrected the PERA export to no longer have duplicate employees in the export where check adjustments would create a second record.
08/01/2015	General -   Updated the Ohio State withholding tables for changes effective 8/1/2015 -   The 08/01/2015 update of Payroll, Human Resources, and Timesheets will contain important changes! These changes will be a building block for future modifications to the Payroll, Human Resources, and Timesheet applications. You may experience a delay in opening the program following the update. Please be patient, as the database will be undergoing modifications. For additional information about this update, please visit our website at click here.
07/20/2015	General -   The 08/01/2015 update of Payroll, Human Resources, and Timesheets will contain important changes! These changes will be a building block for future modifications to the Payroll, Human Resources, and Timesheet applications. You may experience a delay in opening the program following the update. Please be patient, as the database will be undergoing modifications. For additional information about this update, please visit our website at click here. Due to the importance of this update your globe will not change back to blue until after you have downloaded and installed the 8/1/2015 update.
07/15/2015	General -   Added the ability to sort the Employee Benefit Plan grid by Plan Name. -   Corrected the error occurring when a user tries to add a row to a competed timesheet.
07/06/2015	General -   **Critical Update** The purpose of the update is to identify an issue with Taxable Gross that MAY impact SOME customers. After running this update affected customers will receive a notification to call our support department upon opening the program.
06/30/2015	Access My Gov -   Corrected the display issue for Personal Financial Information when a direct deposit account had only four digits.
06/01/2014	General -   Added the ability to run the Employee New Hire (MI) Report through HR as well as PR. -   A significant change will be included in the June 16th Timesheets .Net update. This change will only impact users of BS&A Software’s Timesheets.NET application, but installing ANY updates to ANY application after 6/16/14 will require this update to be installed for the Timesheets program as well. -   Corrected error appearing when trying to finalize a budget when deduction/expense ID's had been edited. New Features -   Added South Carolina income tax withholding rate. -   Added custom exports for Flint retirement tracking. -   Added Minnesota income tax withholding -   Added Pennsylvania income tax withholding. Program Security -   Added a new Positions security option. If the user does not have access to Positions the table will no longer be available. Reporting -   Added back in the employee count and grand totals on the Unemployment Wage Verification Report. -   Made fields available for adding to the Salaries by GL Fund-Department report writer report.
05/15/2014	General -   Added the ability to associate an account number to a Mass Mutual CSV retirement deduction or expense. Also added account number filtering on the export to export one account plan at a time. -   Users will now be prompted to have the amount removed when turning off the pay flag on a life insurance type pay code. New Features -   When approving a new hire or changing an employee status to inactive/terminated users will get a prompt to change group membership accordingly. Reporting -   Marked records will only export the correct records when using this filter on the Mass Mutual CSV export. -   Resolved issue running the Benefit Invoice Rec by Benefit Plan Report.
05/01/2014	Access My Gov -   Added an option in the Admin Application to add a message to the Employee Self Service screens. New Features -   Added a new positive pay format for JP Morgan Chase. -   During the payroll process added an indicator when there are not any checks or direct deposits to be printed and disabled the button. -   User now can clear out Termination date upon employee reactivation when approved through Task Management. Reporting -   Trunkline Maintenance Report now allows for filtering by Labor Codes. -   Trunkline Maintenance Report is now user editable. -   Mass Mutual (Generic CSV) has been added under the retirement exports and retirement reports.
04/15/2014	Access My Gov -   Added disclaimer to AMG when there is a pending change to an employee record. The requested change will be highlighted in pink. General -   When creating a W3 there is an additional prompt to add Third Party Sick Pay wages versus standard taxable wages. New Features -   During the payroll process added an indicator when there are not any checks or direct deposits to be printed and disabled the button. Reporting -   The option to skip zero payments will no longer exclude payments where there are no regular hours but OT hours. -   Added filtering options to the Employee Hours by Pay Code report to print only those employees with hours over/under the number selected. Also added an option to filter by pay codes. -   Added option to the Employees Hours by Pay Code report to show only those hours marked as FMLA hours.
04/01/2014	Access My Gov -   Added an option to send a testing email through the mass add AMG users. General -   Updated the Wisconsin tax tables to the new values effective April 1. -   When removing hours from an employee that has been associated with a piece of equipment the hours will also be removed. Users will not be able to remove more hours from an employee than have already been allocated to equipment unless the equipment hours have first been decreased. New Features -   Added a new positive pay format for JP Morgan Chase. Reporting -   Added a department filter to the Budget Items Detail Report. -   When running the Benefit Reconciliation by Benefit Plan report and there is a credit listed the totals will reflect the credit in brackets. -   When running the Hours Verification Report users will get the message No Records Found when no employees will print on the report due to filtering. -   Added an option to run the Nebraska CSV Unemployment Export for an Alternate Unemployment Account. This number is set on the employee under Tax and W2 Information.
03/15/2014	Program Security -   Added security setting "View Audit Table" under category Database Options. This is defaulting to disabled. Any non-admin user will need this option enabled to view the Audit table. Reporting -   The Employees Hours Worked Report will now filter by employers correctly.
03/01/2014	Reporting -   When creating a custom W3c the contact phone and fax number will now be formatted correctly.
02/15/2014	General -   When turning off the flag for employees pay a portion of benefit plan the amount remaining will fill in under the employer column. -   Corrected the audit record when changing the status history on an employee's employment record to display the correct "old value". New Features -   Employees can now be prenoted in a payroll even if they are not receiving a check. Reporting -   When using Snap to Grid and Draw Grid, when creating a new report, these options will stay when set. -   Added a date range filter to the Third Party Sick Pay Information Report. -   Added the department description to the Salaries by GL Fund-Department Report. -   Added an option to filter the Check Adjustments Report by item adjusted. -   Added an option to Include only Active Employees on the WRS report and export. -   Check adjustments to pay codes with overtime will display correctly based on the display options selected.
02/01/2014	General -   When editing an employee in position budgeting the sort order will remain when you close out of the employee. -   Corrected the edit button for 1099R's. New Features -   Added a new option under the online settings to be able to set the first year to begin viewing YTD online. -   When terminating an employee in HR the termination reason and type will allow for entry. The options selected will pull over to the employee and update in HR once approved. -   Added the ability to set which year to display W2 information and Check/YTD information on AMG for employees. This option is available under Program Settings/Online Settings. Reporting -   Added option to the Employee Detailed Check History Report to add the employees name to the record when spanning multiple pages.
01/15/2014	General -   Will no longer receive a prompt if a default remittance bank is not selected when generating remittance checks. -   When editing the 1099 R State Taxable Gross amount during the 1099 R printing process the 945 will reflect the new edited total. -   Updated the MI SITW allowance amount from $3950 to $4000. New Features -   Allow for scanned documents to be saved as PDF's. Reporting -   Added a new payroll proofing report called Payroll Item Proofing Report. This report will print all of the employees and their amounts for a specific paycode/deduction/expense or the check net/gross/taxable gross for the current payroll. -   When entering in a start date in the Check Register Report the end date will update automatically if the end date is not after the start date. -   Added the option to group by either employee or by deduction/expense id on the Tax Eligibility Report. -   Added an option to show the grand total for all remittances on the Remittance Balance Breakdown Report. -   Non-Cash pay code values are no longer included on the Salaries by GL Fund-Dept Report -   Added new W2 balancing report to show employees that do not have a selected Tax deduction associated with them. This report can be found under the balancing reports in the Year End Wrap Up process.
01/01/2014	General -   When scheduling pay codes by pay periods the dates being displayed have been changed to the pay period start and end date. New Features -   When checking the Exclude from W2,W3,941 a prompt will appear regarding this process. Also there is a new help link with more information on what this box effects. -   There is now an option to Include Inactive Accounts when creating an ACH Prenote File. Reporting -   A new report called the Applicable Gross Balancing Report has been added to the Tax Report list. This report compares the total pay code amounts to the amounts applicable to each tax. Any differences will show in the difference row. -   A Pretax Deduction Balancing Report has been added under the Tax Reports. This report compares the total pre-tax amounts per deduction code against the year to date pre-tax amount over a specified date range/year. -   The department field that displays on the employee status history screen will now display on the Employee Status History Report.
12/18/2013	General -   Added Tax Tables for 2014 Reporting -   Minor Update to 941 Information Report
12/15/2013	General -   When sorting the Invoice Benefit Reconciliation by employee name this sort will remain in effect while in the window. -   Updated the federal EFW2 file with the new requirements for filing 2013 W2's. -   When editing the balance on remittance checks values for the same deduction/expense with the same GL number will combine into one total for the deduction/expense. Other -   Updated the EWF2 process for State Taxes for the 2013 year. Reporting -   Corrected issue where changes would not save when editing a user report. -   Running reports to excel from the report profiles will generate the report correctly.
12/01/2013	General -   Unimported Hours Approval Status screen now shows Currently Approved To information. -   Allow for removing of an email address on an employee without having to add a new one. New Features -   New remittance features added to the Employee Ded/Exp Details screen. -   Remittance override and Account Number fields added to the Employee Ded/Exp Details screen. -   A new standard W-2 format has been added. It is named BSA Standard 4 Up Alternate With Boxes, W-2. Information also has been updated regarding envelope matching for W-2 formats. Reporting -   Corrected the layout on the Departmental Employee Ded/Exp Report so the columns will no longer overlap.
11/15/2013	General -   When copying a position and you choose to ignore the pay codes, deductions and expenses from the new position the position will remain unchanged. Other -   Added the ability for reimbursing employees to report the correct wage limits on the Indiana Unemployment Export. Reporting -   The Imported Hours report will display the correct breakdown of comp hours.
11/01/2013	New Features -   Added Search Function to assist finding users in active directory list. -   Added the ability to add Admin Fees or additional fees to an invoice benefit rec and have them expensed correctly. -   Allow for adding credits on the Benefit Invoice Reconciliation. -   Added an option in the Invoice Benefit Rec to not display inactive employees. Other -   The NHRS file has been updated to contain the fields previously not required by NHRS.
10/15/2013	New Features -   Added Search Function to assist finding users in active directory list. -   Added the CDM 457 Retirement Export to the program. This also has a corresponding deduction/expense setup selection on the retirement tab. -   Added the ability to email a single report when ran through the report profiles. -   Added the New Hampshire Retirement System export. Reporting -   Consistently show the rates with the same number of decimals as requested when printing for each employee. -   Updated the payroll register report to show the correct YTD when an employee receives two checks in the payroll. -   Made a user editable report based off the Deduction/Expense YTD with Adjusted Gross Report. -   MIWAM Verification Report will total employees by SSN like the 1020 Reports.
10/01/2013	New Features -   Added Search Function to assist finding users in active directory list. -   Added retirement export and verification report for Hartford. Other -   The 401(a) export for Lincoln Financial will populate the gross in column Q. Reporting -   The GL Distribution field on the Payroll Register was increased to allow for displaying the entire GL number with a project number. -   Added the ability to mark an expense as an Employee PERF Contribution.
09/15/2013	General -   Updated the Ohio Tax tables to reflect the new tables released. New Features -   Added the New Hampshire Unemployement report and the file export. -   Added a PPACA Subsidy exposure export with basic employee information. This export can be found under File ~ Export ~ Employee Exports Other -   Removed the dashes in the socal security number field on the MERS HCSP export. Program Security -   Added new Security Setting to allow/prevent users from voiding and reissuing checks. Reporting -   The Hours Verification Report will show the correct total for the Supplemental Hours column. OT on Supplemental Hours will be added to the OT column but will be added into the total for the supplemental hours and not the OT. -   Hours Verification Report will not mark employees with OT hours if their regular hours are over the average hours in a pay period as exceeding this total. -   Departmental Timesheet report now shows grand totals. -   EEO4 Report will pull in Full Time New Hires into the New Hires correctly based on the look back period.
09/01/2013	General -   Now allow for the deleting of distributions on equipment correctly. New Features -   Increased the size of the employee email address. This will allow for multiple email addresses to be added to an employee, they must be separated by a semicolon ; -   Added retirement export and verification report for Hartford. -   Added the Lincoln Financial Retirement Export as well as the verification report. -   Added the withholding table for Kentucky state tax. Reporting -   The blank space on the Departmental Timesheets Report has been eliminated as well as the notes printing correctly for all hours including comp time earned.
08/15/2013	General -   When updating payments to the most current rate table using the utility the pay codes and payment distribution lines will all be updated. Other -   Deleting attachments will now complete successfully. Program Security -   Added report profile user security allowing you to specify users or groups that can or can't access the report profile. Reporting -   Added the ability to add watermarks to reports. The file must be .jpg and can be set in Program Setup | Administration | Global Report Watermark Setup. -   Added option to the EEO-4 Report to show details by function. -   Added the ability to create a new report off of the Employee House Worked report. -   The check proofing report will generate when calculating a check with a check adjustment from the Employee Information screen.
08/15/2013	General -   Scheduled Update: No specific feature changes.
08/01/2013	General -   When creating an invoice benefit reconciliation the journal entry will post automatically when the option to journalize and post in one step is turned on. Reporting -   Added a new report Departmental Employee Ded/Exp Summary Report. This report will show the employee and their deductions/expenses for a given date range subtotaled by department. -   The Leave Accrual report will sort the comp accruals the way they are attached to the leave bank on the employee. -   Added the description and ID for the deduction/expense selected to the report header on the Employee Amounts report.
07/15/2013	General -   Added auditing when adding direct deposit information to an employee through the payroll wizard.
07/01/2013	New Features -   Allow for multiple page attachments to be scanned into payroll and HR. The file format must be scanned as a TIFF format for this to be possible. Reporting -   Employee Information Report will generate successfully.
06/15/2013	New Features -   Added the export for the Georgia State unemployent filing. Reporting -   Added an Employee Emergency Contact Report.
06/01/2013	General -   If you are not linked to the BS&A Work Order Program, you will no longer see the external rate for pieces of equipment. -   Leave pay codes are displaying with the correct type to allow for the overriding of the association of the leave bank. New Features -   When an employee is terminated, you will receive a prompt to remind you to go to the group membership button and remove the employee from any PR or TS groups you would not like that employee to be associated with.
05/15/2013	General -   When adding a new Benefit Invoice Reconciliation item the new item you are creating will appear when you click create. New Features -   The Great West Retirement Export and Verification Report have been added to the program. Reporting -   The Detailed Deduction Expense Report will now display the excluded pay code ID's, if option is turned on to show excluded pay codes. -   WRS verification report will display the employee and employer amounts summed together in the Total Contribution column. -   The primary and secondary sort orders on the Leave Accrual Report have been updated to sort accordingly.
05/01/2013	New Features -   Added a new Tax Levy calculation allowing users to enter the amount the employee is allowed to bring home and have it calculate the correct amount to be withheld. Reporting -   Added a subtotaling by category to the WRS Verification Report (Wisconsin).
04/15/2013	New Features -   Added new field for ICMA loan number and adjusted the ICMA file accordingly. -   Added the ability to prenote remittance vendors. -   Added all of the employee user fields to the employee export and the employee information report.
04/01/2013	General -   When using the Longevity Pay Date on the employee export or employee reports the year will fill out as the current year to allow for the proper sorting. -   Printing a test check/stub from the payroll wizard will now run successfully. -   When changing the rates from the employee GL Distribution screen, then drilling to the rate table, it will now refresh as soon as the rate is changed. -   Added the User Date Index 1 and 2 fields to the Employee Information report as well as the Employee Export. Reporting -   Rates will now display for overtime when creating the hours entry spreadsheet. -   Added the new 941 form to account for the new fields and the adjusted percentage.
03/18/2013	General -   Fix a couple of issues with rate display
03/15/2013	Payroll Process -   Fixed an issue calculating federal tax for married employees that was an issue in the prior release.
03/15/2013	General -   The rates will display correctly without having to hit enter when changing rates on rate tables. New Features -   Added the export for the Arkansas Unemployment file. -   Added the Missouri State Tax tables. Reporting -   Added the Missouri SUTA export. -   When running the Employee Ded/Exp Summary report for one day all checks will display properly. -   Rate Table Setup list will break out the effective dates when using rate table filtering.
03/01/2013	General -   Disallowed editing remittance amounts to zero in the edit remittance step. -   When freezing Life Insurance benefit rates, they will now freeze at the previous years amount as of that given date. -   The program will no longer allow you to exit the Employees Pay Codes screen, when a Longevity Type pay code does not have a Longevity ID field filled in. -   Issues resolved when using the Schedule Rate Table Increases when applying raises. -   Issue resolved when saving raises and wrapping up the payroll. Reporting -   Employee Leave Balances Report will now page break between employees correctly. -   When using self administered retirement plan, any YTD adjustments will now show on the report if their date falls within the report parameters. -   The IDES (Illinois Department of Employment Security) unemployment export has been added. -   When using the Print Friendly Names, that Print Friendly Name will now print on check adjustments. -   Users can generate the Hours Spreadsheet File without further issues.
02/15/2013	General -   When a leave type pay code is set to use a rate this information will now pull correctly. -   In the Edit W2 screen, employees with an N or a Y as the middle initial will no longer display a No or Yes. Reporting -   The WRS report has been corrected to no longer double the wages that are being reported.
02/01/2013	General -   100R export now pulls the Employers Address correctly. New Features -   Users can now select a population of employees prior to sending a batch email. -   Added Rate Modifiers. Reporting -   Added an option to filter the YTD Earnings Report by pay code. -   941 and 941 A will now reflect employees with no applicable gross but negative Third Party Sick pay correctly in the totals for Social Security wages instead of in the Social Security tips.
01/15/2013	General -   YTD Maximum leave accruals will now look at the balance correctly when one leave bank has hit the maximum and the other has not. -   Corrected the W-3 total when editing an amount in box 12 during the edit W-2 process in year end. New Features -   Added the 100R Report and File export for Indiana.
01/07/2013	General -   Update to the MI State Tax Table as well as the 2013 FITW Tax Tables
01/01/2013	New Features -   FUTA will no longer be added as a defualt expense when creating a new department or job class. Reporting -   The YTD adjustments report will now run correctly when the option to print notes has been turned on.
12/19/2012	General -   Released 2013 State Income Tax Withholding tax tables. -   Added the preliminary 2013 Social Security tax rate of 6.2% for the employee...Subject to change pending Congressional decisions. -   Added the preliminary 2013 FITW tax tables...Subject to change pending Congressional decisions.
12/17/2012	General -   Corrected adding pay codes to an employee
12/15/2012	General -   Unprocessed adjustments will not appear when viewing adjustments on previously issued checks. -   The sample file can be downloaded for the YTD import file. New Features -   A description can now be added to the position history. Reporting -   Printing test check from inside the check format setup will no longer give an error message.
12/01/2012	General -   Added an import from Excel for YTD values. -   Quick search will work in the employee table when it is indexed by Hire Date. -   Adding a new employee and overwriting or merging information from the department or job classes, will no longer give an error message. -   Corrected issue when adding additional expenses during TPSP addition. New Features -   Added utility to mass add the YTD items by a specific date. Will primarily be used to add Health Insurance costs to employees to appear on W2's. Reporting -   Added a new leave report to give balances as of a particular date taking hours used from the Timesheets application into account. -   Check proofing report will now show the number of DD when the show taxable gross is unchecked.
11/15/2012	General -   Audit entries will now be created to track reminders getting dismissed or reinstated. -   Added an import from Excel for YTD values. -   Corrected Third Party Sick Pay process to no longer create a duplicate journal entry. Program Setup -   Added the ability to set a specific wage amount for the Perf retirement export. Reporting -   Changed the Leave Accrual report to properly format numbers when exporting to Excel. -   Added a report option to the Leave Accrual report to only show comp hours when comp hours worked exceeds comp hours accrued. -   Corrected the Leave Accrual report to show the proper leave bank maximum when using a Table by Years Worked. -   Added a Third Party Sick Pay Information report to the Other Reports category. -   Added the Wisconsin Retirement System retirement export. -   Corrected the Diversified 457 retirement export. The report and export can now be run without an error being produced. -   Added an option to run the Illinois unemployment file on an individual month. -   Added WRS Verification Report (Wisconsin) to Retirement Reports. -   Added the Wisconsin Retirement System retirement export. -   Added a report option to the Leave Accrual report to only show comp hours when comp hours worked exceeds comp hours accrued.
11/01/2012	Reporting -   Update fidelity verification report loan payment totals -   Fix Check Amounts by GL Number report printing in Summary -   Update Perf verification reports combine employee applicable wages logic -   Fix rounding error in miwam export -   Fixed total Check count on check proofing report Program Setup -   Update payroll rollback to create an audit entry
10/15/2012	General -   Fix posting unposted journal entries to gl updating posting status on remittance checks Reporting -   Fix Expenses by project report to pare down data loaded to fix memory foot print -   Update Third Party Sick pay journal process to not show "proof" during live run -   Fix Check adjustment report's employee filter for unprocessed adjustments -   Update ICMA Export to show voluntary and involuntary items as separate entries -   Fix printing journal entry descriptions on journal report in summary -   Fix printing journal entry report column alignment issue when printed to excel Payroll Process -   Update some timeout lengths inserting journal entries for Equipment -   Fix ach export for missing routing number codes
09/28/2012	General -   Fixed pay period detail text for historical payrolls -   Added a prompt to add additional sick pay entries when completing a sick pay entry -   Defaulted Third party sick pay bank code to default payroll bank code -   Updated payroll to fix emailing via email service Reporting -   Added MiWam Quarterly Wage Export File Format -   Added fields to quarterly unemployment report for worked in each month in a quarter and department code -   Updated employee direct deposit info report routing code length -   Add Quarterly UIA 1028 Info Report Program Setup -   Updated MI tax tables for October 1st changes -   Updated the format of the Imported hours report -   Updated the Imported hours report with pay code summary in department and grand totals Payroll Process -   Added the ability to close / open pay periods from the wrap-up payroll step -   Updated the Imported hours report to export to excel -   Fixed an issue showing direct deposit ytd values on check stubs
09/12/2012	General -   Added Grant Accounting -   Fixed the employee status filter in payroll group setup -   Fixed the display of ytd breakdown for pay reversal of hours / amounts in headers Reporting -   Update the IN sui export with seasonal indicator -   Updated the Pension Contributions History Report to include the balance of the pension plan in each row Program Setup -   Update ded/exp employee values viewer for Benefit Plan types to work with multi benfit plan enrollment
08/20/2012	General -   Update third party sick pay creation to look at the employee’s primary distribution instead of first the distribution -   Update creation of pay check Adjustments to honor exempt from work comp pay code setting by default Reporting -   Update Payroll cover sheet report to be user editable -   Update the Perf export with plan sub type and padding plan number to 7 digits -   Update the Quarterly Unemployment reports with filtering by Employee Status -   Update the Indiana Unemployment Export with filtering by Employee Status Program Setup -   Update Ded/Exp Setup’s Perf Retirement Type with a plan sub type Payroll Process -   Update payroll initialization to check special no gross cases and change pay flag accordingly
07/16/2012	Reporting -   Update the hours list report to show ot type pay codes hours in the OT column -   Add Pay Period List Report
07/13/2012	General -   Update employee beneficiaries to allow for two decimal places on distribution percentages Reporting -   Update Dewitt Twp’s custom pension report to exclude overtime amounts -   Update the Employee earnings summary report such that secondary header will print on derived reports -   Update the Journal totals by fund report to be table based and export to excel -   Added a Pay Period List Report -   Fix overtime type pay code hours display in the GL Totals Summary in the Hours Verification Report Program Setup -   Added a Quarterly Roll Over Method to leave banks
07/06/2012	Reporting -   Update check proofing report to exclude expense adjustments from deduction totals and add to expense totals Payroll Process -   Update ability to select a temp check as paid for zero gross checks to take into account expense adjustments
07/03/2012	Reporting -   Added Leave budget report
06/22/2012	General -   Update Ytd/Ltd Adjustment creation / viewer forms to show retirement category -   Update ytd cascaded adjustment creation to fill in self admin retirement category Reporting -   Update the earnings summary report to allow for pay code description on detail band -   Add Employee name sort to the check adjustment report -   Dialog fields should now work on remittance checks Program Setup -   Added the ability to copy excluded pay from another ded/exp Payroll Process -   Update selecting a Check as payable in the case of lwop or non-cash payments to require at least an expense to be processed
06/20/2012	General -   Fixed an error during positive pay exports that could cause the application to crash
06/18/2012	General -   Fix Mers Excluded wages calculation
06/14/2012	General -   Fix spelling error in Mers HCSP plan Reporting -   Update reminder report with word wrap for reminder text -   Update seniority report with group footer employee count -   Add Dewitt Twp custom pension report
05/16/2012	General -   Fix a bug in the totals section for selecting remittance -   Update rename employer to change employer code in position setup in HR Reporting -   Add Adrian custom Exception Timesheet
05/15/2012	General -   Update the add void checks utility for large check numbers Reporting -   Update employee leave history report to handle leave adjustments better -   Add approved report setup to administration settings
05/03/2012	General -   Updated the select remittance items process with total count and balance selected -   Updated the ach prenote process with an option to set prenote date -   Update Remittance Check Creation / Remittance Proofing to hide zero items that are attached to inactive Ded/Exp Reporting -   Added Wisconsin Quarterly unemployment Wages export -   Added an option to Imrf annual comp report to show job class description instead of job class -   Added an option to Imrf annual comp report to show vacation / sick in hours or days -   Updated the Diversified export to handle negative values -   Updated the Ach Export Report with Yes / No text for was prenoted instead of (Y/N) Payroll Process -   Added the ability to add attachments to payrolls
04/28/2012	Reporting -   Add Steelworkers union dues report to custom -   Update John Hancock Export / Verification report with the ability to have 3 loans per employee -   Add Michigan New Hire Export to Exports ->Employee Exports -   Fixed an options saving issue with quarterly unemployment export
04/20/2012	General -   Update employee ytd view with the option to show leave balances in hours or days Reporting -   Add IMRF Annual Total Compensation Report -   Add option to creating hours spreadsheet to export by department, employee id Program Setup -   Add Set Field Utility for hours in work day -   Update Exempt from 1017 wages in pay code setup to read exempt from unemployment wages -   Add Pay Period Scheduling for Pay Codes, Ded/Exp and Leave Accruals -   Add the ability to create either flat amount or percent of disposable income garnishments Payroll Process -   Fix an issue with leave maximum table where elapsed years could fall between steps in the table
04/06/2012	Program Setup -   Fixed a bug inheriting from Job Classes on employees -   Added Hours in Work Day to Employee Payment Setup -   Moved Last Raise Date to HR Information
03/13/2012	Reporting -   Update Ded/Exp List report with Print friendly name as an available field -   Update the detail Ded/Exp report to show print friendly name Payroll Process -   Update deletion of Equipment transaction distributions and distribution details to recalculate transaction -   Add option to direct deposit printing in the payroll process to skip zero check stubs
03/02/2012	Reporting -   Add the ability of users to change system report fonts -   Add options to the ded/exp list report to skip inactive records and run for selected items Payroll Process -   Fixed a bug in the leave accrual process to eliminate an error with out of sequency leave accruals
02/16/2012	General -   Update process for inactivating equipment to prompt with warning about unimported hours in timesheets Reporting -   Fix running for selected leave bank on Employee leave history report where ytd adjustments from other banks being added -   Update the employee hours and gross pay by gl # report to have a gl range filter Program Setup -   Fix a bug where a newly added leave bank was not selectable in payment rate details for department setup -   Update supplemental pay codes to work as non-cash payments -   Update auditing of payroll groups to include changes for which employees have been added/removed from the group Payroll Process -   Fix a bug in editing temp checks where you could bring the gross from one check to another
02/13/2012	General -   Fix a bug setting related folder for an employee where you could not save the employee after adding a new related folder -   Update the selection of remittance items for printing to be able to sort by remittance ID Reporting -   Updated the Deduction Journal Report with selected items option -   Updated the Employer Cost Journal Report with selected items option -   Updated the Earnings Journal Report with selected items option -   Updated the Employee Hours and Gross by GL Number report options to sort pay codes in alpha order -   Added an option to the Employee Leave balance report to print employee info on each line -   Added a display rate column to Employee gl distribution report that is numeric rate -   Updated the message to user in the Federal w/h by quarter report
02/13/2012	General -   Fixed a bug setting related folder for an employee where you could not save the employee after adding a new related folder -   Update creating a new budget to allow for allocating of salaries based upon selected pay codes -   Update Adding an employee to a budget to allow for allocating of salaries based upon selected pay codes -   Update reallocation of employee wages tool in budgeting to allow for allocating of salaries based upon selected pay codes -   Updated reminders to be sortable by date Reporting -   Updated the Employee Hours and Gross by GL Number report options to sort pay codes in alpha order -   Added display rate column to Employee gl distribution report that is numeric rate
02/07/2012	General -   Fixed an issue with the W-2 preview report and W-2 creation where there is a state wage value but not state withholdings for the year Reporting -   Fixed an issue printing LWOP on check stubs -   Updated the Employee Longevity Report to be user editable -   Update Federal withholdings by quarter report with social security tips -   Updated the Employee GL Distribution Report to be user editable -   Update Check Register report to update total direct deposit -   Update W-2 4 up horizontal w/ boxes to print correct number of copies per employee -   Fix a bug in the Hours Verification Report where it was attempting to access temp checks that might not be in the data set via check adjustment Program Setup -   Update remittance balance setup to hide rows with zero balance and where the ded/exp is inactive Payroll Process -   Added Third Party Generic Time Import for both Employee and Equipment Hours
01/25/2012	Reporting -   Fix check register reports value of physical check to exclude the subtraction of dd that was tied to a ded/exp -   Update the employee ytd summary report option to skip zero employees to skip those w/ no gross and no taxable gross -   Update Departmental hours and gross summary report department and grand totals to be sorted by pay code -   Update Birmingham Custom Retirement export to handle employees without last interest date Program Setup -   Update employee Ytd Viewer for state and local taxable gross to show in total or by state/locality Other -   Update w2 creation for multi-state employees to set state wages with only those applicable to a given state
01/20/2012	Reporting -   Add W-2 4up with boxes to the system -   Add View w-2 info to w-2 printing screen to help users identify what a w-2 is setup to do -   Update Efw2 Export Process to more robustly handle multiple states -   Update w-2 creation process to allow for box 7 and 8 items Program Setup -   Update local tax entities with associated state and tax type fields -   Add employer state info table to allow employers to have state info for multiple states -   Update Leave Accrual by threshold with the option to include leave take as part of hours worked toward the threshold
01/17/2012	Payroll Process -   Fixed a bug that could cause Direct Deposits not to print on check stubs
01/13/2012	General -   Allow user to void remittance checks cross year so long as an open accounting period -   Add new 1099-R fields for box 10 and 11 Reporting -   Fixed an issue with the payroll register reports grand totals of ytd and secondary checks -   Update 2012 941 to calculate @ .104 rate for combined employee & employer social security -   Fix a bug in the ytd query use to find ded/exp amounts for a payroll in regard to void check values -   Add option to the 1099-R preview report to exclude zero 1099-Rs Program Setup -   Added an option to ded/exp Setup to not print on check stubs Payroll Process -   Update raise check rates, cascade rate for assoc distribution that use overtime to create proper ot splits
01/11/2012	General -   Update preview w-2 process to preview on non-master w-2 employees where combine is happening -   Update voiding process to decrement number of payrolls this month when proper -   Add Indiana Quarterly wage report file to unemployment file exports Reporting -   Add 100R Report to Employee Reports for Indiana state reporting -   Add applicable wages to Perf verification Report -   Fix printing HR Events for employees that are marked as hidden -   Update UIA 1017 report for new layout, make it available for users to create their own report based upon it -   Update standard w3 layout -   Update Imrf export / verification report for to remove pre-Imrf deductions from applicable wages -   Fix a bug in the ytd earnings report that kept some users from being able to run the report -   Update the 941 form for social security tips -   Fix dept/grand totals of leave accrued on the check proofing report when leave was accrued in pre-roll over period of leave bank that was rolling over -   Add staggered employee totals to the employee earnings history report -   Add Frs Verification Report -   Update Quarterly wage export verification report w/ taxable, excess wages and employees paid per month Program Setup -   Update Leave Accrual Method: Percent of Hours. 1) Updated to use a table based upon years worked instead of 1 percent for everyone. 2) Update with max hours worked to consider for accuals -   Add Frs (Florida Retirement System) Retirement Export Type to Ded/exp Setup
12/29/2011	General -   Update the error message in preview / creating W-2's if the employer’s state has not been filled in Reporting -   Update the employee text field on Ytd Values for Employees Report to be ID - Last, First Middle -   Add Total # of Checks and stubs to the check register report -   Fix saving issue with Employee Detail Check History Report Options -   Update the validation of start and end dates on Employee ded/exp summary report options -   Update employee leave history report to show ytd adjustments
12/27/2011	General -   Added 2012 Tax Tables Program Setup -   Update Employee Tax info with MI w-4p use std ded check box -   Update MI State Income Tax Withholding Calculation -   Added Additional fields for calculating interest on self admin retire plans current year contributions
12/12/2011	General -   Add Benefit Invoice Reconciliation Reporting -   Fix duplicate header printing issue on Employee Hours and Gross Pay Report -   Update the Third party sick pay ytd report to hide the qtd columns when running over a date range as they make little sense when run over multiple years -   Fix a bug in the John Hancock Report where eerc and ercon amounts were switched Payroll Process -   Add better error messaging when you have a direct deposit tied to a ded/exp but no ded/exp selected -   Make changes to Madison Heights ALS (Premium) pay -   Add option to the roll back to edit check step to clear check messages -   Fix issue in timesheets import where gl number is null when creating projected hours adjustment -   Fixed a bug in entering pre/post roll over hours and auto checking the pay flag
12/05/2011	Reporting -   Fixed a bug in the Imrf export where the last line wasn't getting output -   Fix bug in check printing tools when leave banks runs over space provided Program Setup -   Fix every pay period leave scheduling bug for weekly 5th period of the month Payroll Process -   Fix Month and quarter end date logic for leave accrual thresholds
11/18/2011	General -   Update Attachments to handle Multi-page .Tif files Reporting -   Add Default Hours Description as an available field to Standard/biweekly timesheet reports -   Add option to the workers comp report to not print zero employee details -   Add option to the allocation table list report to run for selected items Program Setup -   Add Life Insurance Frequencies for Weekly and Semi-Monthly Payroll Process -   Update excel timesheet import to handle flat amounts by day properly
11/09/2011	General -   Verify that the municipality issues 1099-R’s before failing to mark employee as hidden because 1099-Rs haven't been crated for a year Reporting -   Add option to the retirement summary report to skip employee with no balance
11/09/2011	General -   Add Mass Recalculation of position budget tool -   o Fix budget mass raise association w/ budget item raises that was causing removal / editing issues
11/04/2011	General -   Add Check Ded/Exp Benefits as a sub item to Check Ded/Exp that calculate based upon benefit plans -   Add error message case for check leave bank rolling over for a selected date and no date selected.
10/12/2011	Reporting -   Update PERF retirement export & verification report with option to run for selected plan only -   Update PERF retirement verification report with the option to run for a date range -   Fix bug in the Mers using Icma Verification report header text -   Fix empty employee date printing issue on leave accrual report Other -   Update stored procedures for calculating leave bank balances
10/06/2011	Reporting -   Update Check payment display options for splitting distribution rates into separate lines to verify that rates or types have changed -   Added Check amounts by gl number report -   Added IMRF Retirement Export -   Updated the John Hancock export for having two loans per individual -   Reformat the Rate Table List Report Payroll Process -   Added an option in the print checks step to rollback to edit payroll step
09/20/2011	Reporting -   Fix a bug in EEO4 reporting where it was ignoring the include in EEo4 flag -   Add Kronos Employee Export -   Add primary rate information to the employee check history export
09/12/2011	Reporting -   Added a check printing option to combine projected hours adjustments with normal distributions Program Setup -   Added leave bank maximum table by years worked to leave bank setup -   Fixed renaming of longevity issue -   Added a user preference to reposition to the hours grid when paging between checks
09/07/2011	General -   Fixed a bug with marking employees as hidden where it was looking at custom payroll groups Reporting -   Updated the Earnings and ded/exp by gl# report to handle original and void journal entries separately -   Updated the Employee Hours and Gross Pay by GL # Report with option to combine details by pay code/gl# combination -   Update quarterly unemployment report when run for futa to exclude employees marked not to be 1017 employees
08/29/2011	Reporting -   Fixed the option to combine by pay code and rate on the payroll register report Program Setup -   Added the ability to setup direct deposit for deductions and expenses -   Fixed a bug in replacing pay codes on Departments and Job Classes with cascading distributions
08/18/2011	General -   Add overridden Pay Period End Date history view to the payroll history form Reporting -   Added an option to view check details to the salaries by gl fund-dept report Program Setup -   Added annual, semi-annual, quarterly, employee date based scheduling to ded/exp Program Security -   Added security setting to for being able to view employee primary rate info
08/16/2011	General -   Fixed a bug in removing employee distribution overtime work comp codes Reporting -   Created PERF plan retirement export and verification report -   Added Workers Comp by Department Report in Departmental Reports category Program Setup -   Fixed a bug in removing amount from salary distribution when it was not the first distribution -   Added PERF retirement export plan type to ded/exp setup
08/08/2011	General -   Fixed an issue with ded/exp priorities when merging employee's inheritance from deptartments or job classes Reporting -   Added a couple of new tables and fields to the check template report to improve its functionality Program Setup -   journalization issue where unallocated items were being charged to the first distribution of the check instead of the primary Program Security -   Add the ability to require an authorized user to login to print checks Payroll Process -   Update Leave Calculation for roll over by % of yearly hours to look at proper leave accrual table start date -   Fixed a rounding issue with leave bank roll over tables and elapsed years
07/28/2011	Reporting -   Fix a bug in the employee check history export to csv when running totals only where payment would not align Program Setup -   Fix bug with default pay frequency in pay period setup (if you did not change the pay frequency it would not allow you to save the record) -   Add the ability when adding a table deduction or expense to user amounts or percents in the table. -   Add the ability to attach multiple benefit plans to a single ded/exp
07/08/2011	Reporting -   Updated the Journal Entries report to only verify date range when attempting to close the options form -   Added an option to the employee distribution report to skip employees with zero distributions Program Setup -   Fixed Renaming of allocation tables -   Fixed an issue with copying a ded/exp and setting default adjustments Payroll Process -   Fixed an issue with LWOP distributions and taking time pre/post leave bank roll over
06/28/2011	General -   Add set fields utility for home gl number on employees Reporting -   Added Employee service credit history report -   Added an option to page break between employees to employee leave history report -   Fix a bug running associated employees by routing number codes
06/21/2011	General -   Add Employee beneficiaries for self admin retirement plans Reporting -   Update check printing template with pay period start date as an available field -   Fixed the Deptartmental hours and gross by rate report where departmental totals ot amounts where showing total hours -   Add total vested service credit as an available field for retirement statements -   Add Employee Self Admin Retirement Beneficiaries to Retirement Statement printing
06/16/2011	General -   Change header for John Hancock export when showing loan repayments with proper commas Reporting -   Added a sort to pay code list sub employee report -   Added an option to the hours verification report to mark records where reg hours > avg hours in period
06/08/2011	General -   Add the ability to withdraw an HR Event Request Reporting -   Changed the ICMA verification report totals text -   Updated the ICMA verification report header with selected Plan name -   Fix check proofing report totals for pay codes with an apostrophe in the ID field -   Fix primary pay rate issue printing checks when employees not in pay group Program Setup -   Fix a bug with default hours on special payrolls not following the ignore default hours flag -   Fix copying employees values
06/02/2011	General -   Fix a bug replacing payments on an employees -   Update creating service credit adjustments to allow for either vested or benefit adjustments -   Fix max note length issues with years of service adjustments Payroll Process -   Fix focus issue adding new employee to a payroll
05/27/2011	General -   Update ytd/ltd adjustment creation for retirement with sub item categorizes to create adjustments for the category selected -   Fix issue of negative ded/exp values not being included in ytd totals for retirement values Reporting -   Fixed bug in standard timesheet where dates might print wrong -   Fixed ICMA plan matching for trailing space issue -   Add Biweekly timesheet report
05/23/2011	Reporting -   Update Retirement Eligibility Report with benefit service credit Program Setup -   Added Pay Periods Setup Payroll Process -   Add Pay Period selection to payroll wizard -   Update Payroll History viewer with pay period changes -   Update import from timesheets with pay period changes / defaults from payroll
05/05/2011	General -   Fix a bug manually allocating equipment rental from an employee’s check where some data could be lost Reporting -   Update Diversified Export with plan (export) type and new formats -   Added Diversified RHS and DC plan verification report Program Setup -   o Update ded/exp setup for Diversified Defined Contribution and Retiree Health Savings plan types
05/03/2011	Reporting -   Fix a couple of issues querying the salaries by Gl Fund-Dept Report by Employee Program Setup -   Add Default Accounting System -   Add utility to set Employee home gl number from primary distribution -   Update auditing for renaming Routing Numbers
04/28/2011	General -   Update MERS (Direct Contribution) using ICMA Format to have the new loan repayment format Reporting -   Add Employee Job Class to the Employee Check History Export. Program Setup -   Add Field for retirement plan loan number for MERS using ICMA in Ded/Exp Setup
04/27/2011	General -   Move Service history to main employee retirement view -   Update employee retirement service credits with vesting & benefit service credits -   Added a couple of new Employee Retirement status Reporting -   Added Employee Notes Report -   Fixed an issue with the 941B where Third party sick pay wasn't always being picked up -   Fixed a bug in the federal withholding by quarters report where it could report the wrong value for soc sec and federal wages -   Added Retirement Plan Summary Report Program Setup -   Update Retirement Plan Setup with service credit proration types
04/18/2011	Reporting -   Fix bug in the leave accrual report where values could get carried from the prior employee to the current employees table of values -   Add sort order override for the leave accrual report
03/21/2011	General -   Updated Employee Distribution - mass step raise utility with ability to create pending raises and a preview button -   Add to Employee Distribution tools a utility to Mass change distribution rate setup (changes either Current setup or creates pending raises) Reporting -   Updated the Employee Directory report with Job Class Table Program Setup -   Updated Pay Code setup with fields for benefit plan category / sub category -   Updated Ded/Exp setup with fields for benefit plan category / sub category
03/03/2011	Reporting -   Update 941 Information Report for the 2011 format
03/03/2011	General -   Update reissue checks process to ignore accrued wages journal entries associated with Reporting -   Update ICMA export to have option to run for selected plan -   Add option to MERS verification report to sort by ssn -   Update Employee Count Report to honor advanced queries -   Update the Monroe Custom Exception Report to run for selected job classes
02/24/2011	General -   Update John Hancock Export and Proofing Report with categories for EEDEF, and EE457 -   Added AXA Equitable Retirement Plan Export -   Update remittance Check printing with default check printing order / allow user to change print order -   Update Hr Event Viewer with effective date -   Add the ability to print a single HR Event from the event viewer -   Update employee search result show/hide inactive employees checkbox to have proper initial checked state Reporting -   Added Employer Annual Withholdings Report under Tax Reports -   Added AXA Equitable Verification Report -   Added Hr Events Report in the Other Reports Category Program Setup -   Added AXA Equitable Retirement Plan Type to Ded/exp setup -   Add Default Check Printing Order to General Settings -> Check Settings
02/23/2011	General -   Update comment section length for Hr Events Reporting -   Added fields for annual Salary and Hourly rate to the Employee leave balances report. -   Add option to 1099-R printing to skip items with zero box 1 -   Added Monroe Custom Actuarial Report. Program Setup -   Add Use Self Admin Retirement to the employee self fields utilities -   Update accounting settings with interfund transfer type -   Updated Journalization for use of a Pooled Cash fund -   Added general setup option to not use extra federal withholding if we're using the special FITW rate
02/08/2011	General -   Added new email center under Tasks->"Send Email To Employees..." for sending emails to employees who are set up with email addresses in the system. Reporting -   Rework associated employee list report to be able to run on a selected range of setup items Payroll Process -   Update direct deposit scheduling to use special payroll scheduling for secondary checks Other -   Fixed bug updating Remittance Direct Deposit amounts when editing the distribution amounts
01/28/2011	General -   Update TPSP auto calculation of social security expense to check the payment years social security rates -   Added the ability to void Equipment rental transactions Reporting -   Added Equipment Rental Activity Report Program Setup -   Added Retirement Plan voluntary contribution field to Ded/Exp setup for ICMA type records
01/25/2011	Reporting -   Update w-2 preview summary report to not skip items with no taxable gross but having box 12 values with Code W -   Update the Employee Personnel Expenditures Export to fix the ytd values that were incorrect -   Update 1099-R Preview Report to fix a couple of bugs with state distributions -   Fix sorting for W-2 Preview summary report by bargaining unit -   Update queries in the Employee Journal History Report to be more efficient -   Fixed employee information report to use the new Emergency contact table
01/17/2011	Reporting -   Fixed a bug in employee check history export such that it will now cut-off at 256 columns -   Update ded/exp sort order (for selected ded/exp option) on report options forms Program Setup -   Fix a bug in Mass Create employee user names and password utility when run for user names based on employee ID -   Added Default Direct Deposit Scheduling Settings in Program Settings -> Scheduling Settings
01/12/2011	General -   Updated Retirement Ytd / Ltd viewer to show amounts by category in the ytd break down form -   Update the retirement statement creation process to create categorized interest details Program Setup -   Updated Ded/Exp Setup to include a self admin retirement category for self admin retirement ded/exp
12/22/2010	General -   Update dependents grid view for proper name casing Reporting -   Update the John Hancock export / verification report with loan repayment info Program Setup -   Added Loan repayment info to Ded/Exp setup for John Hancock retirement types Payroll Process -   Added 2011 Tax Tables -   Fixed the display of the optional header in the Payroll Process ACH Export. -   Update Fica calculation details to show both employee and employer calculations side by side for checks with a check date in or after 2011
12/20/2010	General -   Update Ytd data translator with option to verify publish dates -   Update default calc script for garnishments to handle prior garnishments -   Update Creating check ded/exp with proper scheduling for start dates Program Setup -   Add Benefit Plan type Pay Code that can attach to Payment type or expense type with buy out option -   Add tool to rename equipment / associated equipment records
12/10/2010	General -   Added an employee set fields utility for third party sick pay participant Reporting -   Updated the employee detailed check history report with options to show check and grand totals, as well as skip items with zero values -   Added an option to rate table list report to show each employee /rate step combination used after each rate table -   Added a new W-2 Format 4up with boxes -   Fixed bug totaling YTD Hours from check adjustments in YTD Transaction Register report -   Fixed Regular YTD Amount and Overtime YTD Amount columns on Check Formats to include values from the current check when you are printing checks within a payroll Program Setup -   Fixed a bug in replacing leave banks on employees, job classes and departments
12/02/2010	General -   Added a link label to the employee retirement information form to display / drill down into service credit history -   Added the ability to create service credit adjustments -   Updated the retirement statement process to create service history records -   Added Select all / none buttons to the select employee distribution for raise form in the Schedule Rate Table Step Raises process Reporting -   Added a service credit preview Report to the retirement statement process -   Added Retirement Eligibility Report Program Setup -   Added retirement plan eligibility fields and service credit calculation fields to retirement plan setup -   Added a general setup option to show Incumbent based fte on the Employee Human Resources Information form instead of the manual fte field -   Added an option to the tools menu in department & job class setup to sort distributions Payroll Process -   Added an option to adding a check to a payroll where the user can specify to use the standard of special fitw rate -   Added Overtime YTD amount to Additional Check Fields for pay check / direct deposit printing
11/29/2010	General -   Added a quick search for Equipment ID. Reporting -   Added the ability to query Employee Information and Employee Longevity reports by Birth Month or Hire Month. -   Added Job Class and Job Class Description to Employee Information export. Payroll Process -   Added the ability to have two checks for the same Employee in a payroll. Other -   Added utility to update Employee Workers' Comp information based on Job Class Workers' Comp information.
09/28/2010	General -   Added the ability to Create Unassociated Check Adjustments to the Employee Table View Reporting -   Added the Personnel Expenditures export -   Added an option to the imported hours report to skip employees where nothing was imported on them Payroll Process -   Added an option to show / hide check payments with the pay flag turned off in the edit check process -   Fix Leave accrual scheduling issue with excluded periods
07/27/2010	Reporting -   Fix a bug in reprinting check stubs Program Setup -   Add option to LWOP pay codes to remove missed pay from primary salary pay
06/21/2010	Reporting -   Added Employee Gl Distribution Information to the generic employee Information export Program Setup -   Fixed the creation of some bad dates when scheduling items semi-annually or quarterly
05/14/2010	Other -   Update for Equipment Timesheets in Timesheets application
05/05/2010	Reporting -   Fixed the sort order of payroll register run outside of the payroll process Program Setup -   Fixed a bug where it would fail to copy information from one Job Class to another Payroll Process -   Fixed a bug where if a distribution was overridden at the 4 decimal place it was not marking the line as overridden
05/04/2010	Reporting -   Add Custom Monroe Exception Report -   Update employee directory report and those built from it to be able to query based upon the HR table as well as the employee table -   Updated remittance check printing to skip zero lines -   Added Pension Contributions History Report
05/03/2010	Payroll Process -   Fix for salary based rate calculations for items the get there rate from the primary distribution.
04/28/2010	Reporting -   Update Payroll register report to only print ytd pay code amount on the first occurrence of a pay per check -   Update some formatting on the check proofing -   Update check overrides report to be available in the payroll section of the reports menu Payroll Process -   Update check pay grid movement to set cursor to next rows hours column when exiting ot sub form -   When raising rates on a dist that references another distribution. Default the selection to the referenced rate setup
03/18/2010	General -   - Add Test / Log as Warnings SocSec & Medicare EE/ER not being equal during payroll initialization Reporting -   - Update all reports in the Employee Reports Category w/ option to show hidden employees. (Exclusive of employee timesheets) -   - Update Departmental Taxable W/H Report and Departmental Hours and Gross Summary Report w/ option to show hidden employees. -   - Update all reports in the Ytd Reports category to have option to show hidden employees -   - Update Payroll List report data set w/ newer fields, including Printer Friendly Name -   - Add option to the employee check history export to show pay code print friendly name in header -   - Add pay code print friendly name to employee info export
03/12/2010	General -   - Added an option to remind all users vs the user adding the reminder only when creating reminders Reporting -   – Added newInterest field to the available fields for custom Retirement Statements Other -   - Fixed bug copying data from Job Classes and Departments.
03/05/2010	General -   Update fund accounting support email address. Reporting -   Added Ded/Exp Ytd w/ Adjusted Gross Report. -   Fix departmental workers comp report to handle allocation tables properly. -   Added option to skip employees with zero amounts on the Pension Contribution report. -   Added Enrollment Date to available fields for custom Retirement Statements. Program Setup -   Add Optional Materials accounting settings in Program Settings->Accounting Settings. -   Changed Username and Password fields in SMTP credentials to ignore Force Caps in Text -   Fixed bug updating Pay Codes with new Rate Tables. Payroll Process -   Small change to Journalizing Deduction reimbursements from alternate clearing funds.
02/24/2010	General -   - Update 1099-R file export to hit the proper format -   - Added an option to copy employee info when employee with same ssn added to copy direct deposit info Reporting -   - Update the employee earnings summary report with a total wages column -   - Added total earnings column to the ytd earnings report -   - Updated the Mers, ICMA, ING, Diversified, Nationwide Retirement Exports with an employee sort option -   - Fixed a bug that would not allow the employee hours worked report to run with an advanced query -   - Update employee earnings history report such that users can create a report based upon it and edit a limited amount of information -   - Add optional Department totals sub-report to the hours worked report Program Setup -   - Disallow the editing the ID's of system Ded/Exp & Pay Codes
02/19/2010	Payroll Process -   Add Calculation Script Method to get Adjusted Gross YTD for a Deduction or Expense -   Fix Mtd Maximum Ded/Exp Cutoff
02/16/2010	General -   Do not remove W-2s where employees have values in box 12 w/ code W and no other values Reporting -   Add Employee Hours Worked Report -   Fixed Routing numbers showing differently on Prenote report than live run report.
02/05/2010	General -   Update check stub reprinting task to show zero check stubs w/ direct deposit stubs -   Add user pref to disallow drill down to program setup records Reporting -   Update Check reprinting to show direct deposit ytd correctly -   Update Deduction and Expense History by Employees and Checks reports with check post date and pay period end date when run by payroll -   Update Deduction and Expense History by Employees and Checks reports to export to excel -   Update Journalization reports (trial / liver version) during the payroll process such that the header text information to shows check post date and pay period end date Program Setup -   Add viewing of Federal / State allowance amount from Deduction / Expense Setups view tax tables -   Add Job class filter to the group setup form -   Add Attached employee report to failed deletion of allocation tables Payroll Process -   Force the selection of a rate step if using a rate table when adding a new distrib to a check
01/27/2010	General -   - Add Country Code to Employee, Employee Alt Check address -   - Update w-2 creation to allow box 11 to be selected for pay codes Reporting -   - Update leave accrual report to optionally print projected value of leave in department totals -   - Update W-2, W-2C and 1099-R printing with employee's / recipient's country field, update full address to include country if outside of the United States Payroll Process -   - Update Payroll initialization prompt to load new year tax table to take you to the load utility directly
01/26/2010	General -   - Fixed a bug in the 1099-R Creation Process Reporting -   - Updated W-2C format for 2009 changes Other -   - Updated the set dates utility to set run prenote check box when the prenote date is set to blank
01/12/2010	Reporting -   - Add Equipment Rental Costs by GL Project Report -   - Add Employee Department Code as an available field for W-2 Formats -   - Fix advanced query usage associated with the fica verification report -   - Fixed the 1017 Preview Report and file export such that it does not include employees with wages less than zero. -   - Update the 941, 941-A and Federal withholdings by Quarter Report for taxable wages less than zero due to voids Payroll Process -   - Fixed an issue with journalization of equipment only payrolls and setting remittance item Id's
01/11/2010	General -   - Fix binding of Box 13 third party sick pay flag on the W-2 editor -   - Fix an issue where local wages were not getting totaled on employer W-3 info Reporting -   - Created the Wages by GL Project Report -   - Fix for deleted row access issue in the ded/exp history by employee / check report data sources when skip zero lines was turned on -   - Created the Expenses by GL Project Report Other -   - Added the W-2 Info Export
01/06/2010	General -   - Fix an issue where the break down grid on the ytd break down form was not including check adjustments for pre / post tax retirement contributions Reporting -   - Update check proofing report for pre / post roll hours worked / accrued -   - Update Retirement Gross report to handle check adjustments for total retirement withholding / expense amounts -   - Fixed W3 phone number printing bug for Hubbardston. Program Setup -   - Update leave accrual setup to allow leave accruals by employee date to be adjusted by a defined set of days or months -   - Added Phone Number field to Employer setup. Payroll Process -   - Fix pre/ post leave accrual issue w/ roll over dates year being set to the wrong year in some cases
01/05/2010	General -   Update Attachment count on employees -   Moved payroll reminders to notification bar instead of side control to be consistent with the other hrms applications -   Fixed a couple of issues with the 2010 tax tables Reporting -   Fixed a page break bug on the Salaries by GL Fund-Dept -   Added an option to the quarterly unemployment report to skip employee with no ytd unemployment wages -   Added an excel export to the quarterly unemployment report -   Added an excel export to the fica verification report Program Setup -   Add originating DFI Id to Payroll Ach Setup
12/18/2009	General -   - Added 2010 tax tables to the system -   - Added state classification to equipment table view Reporting -   - Added user definable Ot Hours / Amount columns by multiplier to the payroll print check table -   - Added full address field to remittance check printing -   - Added Ot Hours, Regular Hours, Total hours as available fields in the salaries by gl fund-dept report -   - Made salaries by gl fund-dept user derivable -   - Added Employee Full Name field to W2 printing -   - Fixed a bug with the preview W-2 Report Layout Program Setup -   - Added a setting for number of weekly pays this year -   - Fixed an issue where the workers comp lookup wouldn't allow user to change index searching for workers comp on employees
12/15/2009	General -   - Update copying of employee address to emergency contact address to better handle phone numbers -   - Added an option to auto-clear remittance eft at creation Reporting -   - Added Federal Withholding by quarter report to the w-2 preview reports -   - Added department sort to W-2 printing -   - Added an option to view gl number descriptions in the employee journal history report Program Setup -   - Added a flag for exempt from local tax withholding to the employee table
12/01/2009	General -   Added Bargaining Unit to employee table view Reporting -   Fixed crashes in Retirement preview reports and exports if there are Employees in the database with null SSNs. -   Added an option to the employee check history export to hide/show hidden employees Program Setup -   Added Tax Levy Deduction Types -   Updated Child Support and Garnishment Calculations to account for tax levies -   Added Benefit Plan Type Deduction & Expenses that link to and pull their value from HR benefit plans and individual employee enrollments Payroll Process -   Disable the "Payroll In Month" field when running a Special Payroll if you are using Global Scheduling
11/12/2009	General -   Allow the selection of remittance checks w/ at least on positive line item yet a negative balance in the create remittance check section -   Updated the remittance process to allow journalization of reversal remittance entries Reporting -   Fixed filling of printer friendly names for those items w/o a distribution but have ytd on a printed check Payroll Process -   Fixed ytd maximum overage prompts for longevity pay
10/30/2009	General -   Sync employee emergency contacts between Payroll and HR Reporting -   Updated Department totals layout on the ING Verification report -   Fix Journal Cost Verification Reports option to run for a selected GL Number Range Program Setup -   Added a Setup Utility to switch Deductions or Expenses on a population of Employees. -   Added a Tool to Employee gl distribution setup to replace gl numbers / segments -   Add an error message when attempting to save employee payments for leave or leave buyout type pay codes w/ no leave bank selected. -   Update payroll to allow for multiple emergency contacts per employee Other -   Add a correction for bad value int eic w/o spouse table
10/28/2009	General -   Fixed issue showing Supplemental Hours on the Check Proofing report when show taxable gross flag is turned off. -   Added name and description to Remittance selection during Create Remittance Checks Process. Reporting -   Fixed an issue displaying Labor for Overtime hours on the Labor Allocation report. -   Added an option to the Unpaid Checks proofing report to show Checks w/ positive Gross but Net less than zero. -   Added Salaries by GL Fund-Dept Report. -   Updated MERS export and verification report w/ the option to run for selected benefit class. Program Setup -   Fixed issue adding and then immediately deleting a Deduction or Expense on an Employee Payroll Process -   Fixed an issue allowing Check Adjustment descriptions to get too long. -   Fixed issue using Default Workers Comp code for Check Adjustments if no code is selected. -   Update child support calculation to distribute available wages between multiple child support deductions if they cannot all be fully withheld. -   Cleaned up issues importing Equipment hours from Timesheets. -   Added the ability to edit GL Numbers for Check Adjustments prior to Journalization.
10/20/2009	General -   Add Employee Dependent Setup Reporting -   Added three new filters to the Check Ded/Exp tables -   Added an option to run for select pay codes to the employee timesheet Program Setup -   Add change days type field to leave accrual setup (mont / day selector) Payroll Process -   Update EIC Calculation to not calculate amounts less than zero -   Fix creation of supplemental distribution when payroll include is not set to scheduled
10/13/2009	Reporting -   Update Standard timesheet such that you can print pay code details associated with an employee distribution row Payroll Process -   Update Import hours from timesheets to handle cloned flat amount rows -   Updated Imported Hours Report to show grand totals
10/05/2009	General -   Add Deffered Comp and Pension ING Export Formats -   Add option to ING exports to run for select plan number -   Add Payroll Includes for Pay codes -   Fixed a bug that was showing inactive departments / job classes when looking up on employees Reporting -   Add 3rd party sick pay and ytd adjustments to the ded/exp history by checks reports -   Add Longevity date and Longevity pay date filters to the employee longevity report -   Add option to print hidden employees to the employee directory report -   Update ded & exp history by check reports to sub total by employee ID or Employee name -   Update Third party sick pay ytd report to handle void third party sick payments Program Setup -   Add plan number and Vested contribution check box to ING Retirement Type ded/exp -   Add EIC_WOS (eic w/o spouse) to the system -   Add option to pay code setup to disable the 24 hour limit in timesheets
10/01/2009	General -   Added Task Management to the Main Tree View Program Setup -   Added Taxable Fringe Fields to Deduction / Expense Setup -   Added Task Management options to the My Settings Tab in Program Setup Payroll Process -   Added Taxable Fringe Calculation to the payroll process -   Updated Check Calculation to update taxable gross when disable auto-calc is turned on for a check
09/21/2009	General -   Performance increases in the check table as well as check proofing report and check (re)printing Reporting -   Add Page Break between employees option to the Deduction and Expense History by Checks Reports Program Setup -   Add option to pay code setup to allow cloned or new distributions to be created in timesheets -   Add tool to copy Departments and Job Classes
09/11/2009	Other -   Update Project Accounting Database Layout
09/08/2009	Reporting -   Add Trunkline Maintenance Report -   Add Activity Expenditure Budget Report -   Add Activity Expenditure Report -   Update rate table list report and pay code list reports with an option to skip inactive records Program Setup -   Update Fiscal Year start month to pull from General Ledger when available
08/27/2009	General -   Exclude inactive Remittance IDs that have zero balance from the list of Remittance ID's available to create checks from -   Add tools to copy equipment distributions from an other piece of equipment Reporting -   Updated the Deduction and Expense History by Employees and Checks reports to show inactive ded/exp if they are used in the selected date range -   Fix filling employees primary hourly and annual rates on the employee directory report for populations other than all records -   Update employee leave history report to handle void and reissued checks better -   Add birth month and hire month as available fields in the employee directory report Payroll Process -   Allow Leave without pay, pay codes to remove hours from the primary distribution on checks
08/24/2009	Payroll Process -   Fix State Income Tax calculation bug
08/18/2009	Payroll Process -   Fixed a bug with unrounded workers comp values associated with check adjustments.
08/07/2009	General -   Added an option for active employees only on the raise rate utility from the utilities menu -   Fix adding leave banks with roll-over tables to job class & departments -   Fixed a bug in reissuing checks where the void journal entry was getting the reissued check date instead of the void date[ Reporting -   Fixed a bug where margin changes might not get saved on process reports -   Added a ING Verification Report -   Added a Nationwide verification report -   Added an ICMA verification report -   Added a Diversified verification report -   Updated the check proofing report options with select all / none buttons for the optional department list -   Add Inline department totals to the check proofing report when running with department totals and department is your primary sort -   Added an option to departmental taxable withholding report to skip employees w/ zero gross -   Added Employee sub sorts to Deduction & Expense Information by Employee Reports -   Added Check sub sorts to Deduction & Expense Information by Check Reports -   Added a ach export report to replace ach export log Payroll Process -   Fixed a couple of bugs in the import hours process / report -   Fixed a scheduling issue where pay codes and longevity set to schedule only on special pays for an employee date were getting scheduled on regular pays -   Added a link to Deduction / Expense Setup from the Edit Check Distributions dialog in journalization such that they do not have to exit journalization to fix a gl number wrong on a ded/exp
07/31/2009	General -   Added a user peference for editing multi-line text boxes Reporting -   Fix the Mers report & Exports combining of multiple employees with the same SSN Payroll Process -   Update hours import from timesheets to account for Lwop -   Fixed a bug in the hours import where it was improperly importing hours
07/24/2009	General -   Update viewing past check stubs to show overriden values for ded/exp -   Updated the Federal Minimum Wage Table Reporting -   Added a Check Template Report -   Fixed some calculations on the Pension Contribution Report Payroll Process -   Update longevity payroll entry to work more predictably w/o scheduling turned on -   Allow hours entry on longevity type payments -   Added backup button to the payroll wizard task bar -   Added a secondary way to enter overtime (by rate) when a distribution has multiple rates. This can be accessed via the multi rate entry screen. Other -   Fixed an issue viewing past w-2 that had box 14 values w/o a code -   Fixed running the employee check history export to csv
07/16/2009	Reporting -   Update layout of the Employee Information Report to get more space for employee's email addresses -   Added an option to only show active employees on the Detailed Deduction / Expense Report -   Fixed a split rate pay printing issue on the payroll register report -   Added Regular Pay and Overtime Pay as available columns on printed checks / direct deposit stubs -   Added employee population sort to the quarterly unemployment report Payroll Process -   Add the option to set an overriden pay period end date on employees added to a payroll after initialization Other -   Fix leave accrual calculation of anniversary date to avoid leap day in years that do not have leap days -   Allow post back of 100% in the accrued wages process
07/09/2009	Reporting -   Fix printing issue w/ split rate distributions on the check register report and in pay checks Other -   Fix Mers file calculation issue with non-cash payments and excluded wages
07/06/2009	Reporting -   Added the EEO-4 Information Report -   Fix employee sort order on the employee information report -   Fixed calculation of QTD wages on the quarterly unemployment report Payroll Process -   Fixed an issue accruing leave on anniversary date if an employee was hired on leap day Other -   Fixed voiding Third party sick pay statements w/ no journal entries
06/25/2009	Reporting -   Updated the Check proofing report to properly split ot pay at multiple rates for a single distribution Program Security -   Update to Human Resources Security Settings drilling down into payroll setup Other -   Fix an issue with transaction scopes and MS SQL 05 servers
06/23/2009	General -   Fixed an issue with duplicate column names for user index fields -   Fixed a rate display issue when initially adding payments to employees -   Added an additional option of setting balance to a specified value for editing remittance item balances Reporting -   Fixed an issue with the employee earnings summary report where all deduction adjustments as pay were showing in totals regardless of the employee population -   Added Employee Email Address as a field available for check stub printing
06/09/2009	Reporting -   Changed Journal Report fields to be number formatted when run to Excel. Payroll Process -   Reduced memory usage during email process for large payroll runs. -   Updated deduction applicable pay calculation to exclude negative deduction adjustments.
05/21/2009	Reporting -   Fixed running the check proofing report from the employee check calculator when printing leave bank information. -   Fixed an issue combining employees with the same social security number on the MERS Report -   Fixed a display issue on printed checks with leave banks that have multiple accruals
05/19/2009	- Fixed an issue with the check proofing report and check printing process where overtime on a raised rate would not show up properly.
05/15/2009	- Update user reports to decrypt employee social security numbers based upon user security settings. - Add an option to the edit employee deduction / expense user variable values screen to hide / show hidden employees. Also added totals of all shown values. - Added prenote date column to the employee direct deposit main display. - Updated the preview W-2 viewer to print the W-2 preview summary report. - Added a new screen to deduction / expense setup to allow users to manage employee overridden maximum values for the current deduction or expense. - Added the MERS Verification report. - Added the check proofing report to the employee check calculator. - Fixed the Hide in Payroll property in bank setup.
05/15/2009	- Updated the Employee leave history report with population options. Fixed the selected leave banks option. - Fixed a bug when selecting a distribution during the raise rates process where hitting clear fields button could crash the application. - Fixed a couple of rounding issues in remittance check creation. - Updated the excel timesheet export to use employee distribution's pay flags to default flat amount values.
05/11/2009	- Journal Totals by Fund Report Added. - Updated custom W-2's with Employee ID as an available Field - Updated marking hidden employees as active, asking if you want to continue and unhide this employee. - Fixed an issue with the employee table display with some imported employee status - Fixed a bug with direct deposit ytd viewer and imported direct deposit
05/04/2009	Fixed bug preventing Check Printing when linked to General Ledger.
04/30/2009	- Fix an issue drilling down into imported PVSW payroll journal entries to gl summary entries - Fix issues of extra ytd value in reissued checks printing - Fixed an issue where employee gl distribution report could crash with an advanced query filter - Fix 1017 Export for employees with no hire dates - Added Micr fields to checks - Added Ded/Exp Description column to remittance checks
04/20/2009	- Added Check Overrides Report to the payroll proofing reports section - Fixed a bug assigning distribution priorities when merging distribution from departments or job classes with an employees - Added the ability to print W-2's and W-2C's from the employee W-2 Viewer - Updated the check register to export check messages to excel - Added Printing of Employee Timesheets to the Tasks menu - Added the ability to exclude pay codes from the excel hours spreadsheet - Fix for some potential rounding issues during deduction / expense calculations
04/13/2009	- Added custom pay frequency to employees such that users can specify an employee pay frequency to be any custom value. - Update to the format and functionality of the excel hours export / import
04/07/2009	Fixed a bug that allowed check payments to be overridden to a value less than zero.
04/07/2009	Added Journal Cost Verification Report to Deduction / Expense Reports Category
03/30/2009	Corrected the 941B to print according to the employer chosen in report options.
03/26/2009	Added Ytd Net to the Employee Ytd Summary Report
03/26/2009	Added the ability for users to test / preview email check stubs
03/26/2009	Fix for Employee earnings summary report totals
03/26/2009	Updated printing of Direct Deposit Stubs in PDF format.
03/18/2009	Adjusted the ICMA export file to split out the EE and ER portions of ICMA. Fixed the Nationwide export file to create correctly. As well as the Nationwide verification report now prints.
03/17/2009	Updated the add / remove employee in the payroll dialog to allow you to sort and search in both groups of employees by Employee ID and Name Updated payroll group setup dialog to allow you to sort and search in both groups of employees by Employee ID and Name When reprinting the checks the default bank code will be used. When reprinting selected check from employee check history it will now use the correct check format based on the type of check record being reprinted. Added a set fields utility to mark employees as hidden / visible Added the flat amount withheld on the employee ded/exp grid for union dues deductions Fixed an issue where EFTs were getting printed with remittance checks. Fixed ACH Prenote issues (not using the effective date entered, and picking up employees not marked to go direct deposit)
03/11/2009	Updated the remittance journalization to use the cash account setup on the remittance rather then on the bank code.
03/11/2009	Fixed an error that was inhibiting check journalization do to a sorting issue.
03/11/2009	Added the Citizens Bank CSV positive pay file format.
03/11/2009	Added ability to include YTD net pay on pay checks.
02/23/2009	Update of Federal Tax Tables in accordance with the Stimulus Tax Provisions.
02/20/2009	Corrected the check reconciliation for checks that were partially direct deposits.
02/20/2009	Added feature in general setup to enforce employee length.
02/11/2009	Added the ability to require notes on paycodes when entering through timesheets and the ability to not display paycodes in timesheets.
02/11/2009	Improvements were made to how YTD OT hours are displayed, the hours verification report and the allocation table setup.
02/11/2009	Updated the Federal Tax Summary Report to read 941X instead of 941C due to changes in the 2009 IRS tax forms.
02/06/2009	Updated the reprinting of check stubs for converted checks to show leave balances.
02/06/2009	Added an audit report to the program.
01/30/2009	Added the ability to e-mail check stubs from the employees history view.