Adaptive Employee Experience
Site Selection
Note: Site Selection has been delayed and will not be released in 10.13.
With this release, we are making the site or tenant selection process when logging into isolved more intuitive and user friendly. Key features include logic update that will only display the site or sites they have an active AEE account in, and a UI update where sites will show as blocks that spell out the site name, have a logo, and a message of when you last accessed the site. Users will also have the ability to hide or unhide a site within the view!
Switch User Screen
Note: The Switch User Screen has been delayed and will not be released in 10.13.
To be consistent with the current login process used in Core, the Adaptive login will be updated to have a User Selection Screen that will allow you to choose your user.
As currently designed, when logging into Adaptive, if an employee has more than one user associated with their email address, they are logged into the first available pending employee associated with that address, or, if no pending employees are available, the first active employee available from list of active employees.
Adaptive Login will be updated as follows:
- If an AEE User has only one record associated with their login in a given tenant allow them to be directly logged into that record; however, if they have more than one record force them to make selection of the record they want to use to login via User Selection Screen.
- If a User is logged into core and selects "Try our New Look" link they should be directly logged into Adaptive as that user rather than the User Selection Screen.
Payroll
Updated Payroll Run History Screen
With this release, the Payroll Run History screen has gone through a screen update. Per request from our users, most of the screen is to remain the same except for:
- Billing items under Billing History tab have been alphabetized
- Counts under Payroll counts have been broken into 2 sections on this tab. The left block are the counts with values this payroll and the Payroll Counts that are zero are displayed in the right block. Both lists have been alphabetized
- Services that were blocked will show at the top of the list under the Service tab and have been alphabetized
Payroll Run History Screen:
Payroll Counts Tab:
Services Tab:
Human Resources
Tax Form Updates
With this release, we’ve made updates to Federal withholding forms, State withholding forms, employee withholding forms that are used in onboarding, and those using the Tax Updates functionality in self-service.
Here is the list of changed forms:
Please refer to the full Symmetry Release document for more details.
Platform
COBRA using Identity for Login
With this release, the COBRA portal will additionally undergo an enhancement to leverage the new Identity login functionality. Upon your first login after July 19, 2024, you will be guided through a simple account migration process. Moving forward, you can continue to sign in with your email address and password. Additionally, you will have the option to choose from various two-factor authentication methods such as Text (SMS), email, or any authenticator for added security.
Note: This adjustment is currently exclusive to the COBRA Customer portal. As we extend this enhancement to COBRA participants, we will furnish them with comprehensive information on how it will affect their experience.
Should you require any assistance with the new setup, we encourage you to consult our comprehensive COBRA portal Log In Guide. For any further inquiries or support, feel free to contact our dedicated COBRA Customer Support team via email at crmail@isolvedhcm.com.
Learn & Grow
Compliance Bundle
The new Learn & Grow Compliance Bundle will be released with 10.13! This is a slimmed-down version of our Content Library featuring 25 Compliance Courses with basic administrative features allowing clients to track course completion.
Architecture
Screen Updates
Over the next few months, you will see that we are refreshing several screens, moving them to a more modern look using the new grid style that you have already seen on other newer screens. The overall functionality stays the same with some differences noted below.
This is an example of the new screen, where you can sort, filter, group, and view all pieces of information:
The following Screens have been updated in this release.
Client Management > Client Maintenance > Legal Services:
- Updated grid layout.
- Added filtering to all columns.
- Added export to excel.
- Added edit action button.
Client Management > Payroll > Pay Item Default Values:
- Background performance updates only.
Client Management > Workflow Setup > Onboarding Template:
- Updated grid layout.
- Added edit and delete action buttons.
Payroll Processing > Payroll Entry > Time Entry Total:
- Background updates.
10.14 Sneak Peek
We are still working on new items for release v10.14 on August 2, 2024. Please check the next newsletter for more information.
Adaptive Employee Experience
Unified Header
We are going to hold on to this one a little longer. The Unified Header has been tentatively rescheduled to the v10.14 release to ensure a quality release.
This enhancement will improve the and consistency of AEE, ensuring a more productive navigation experience for our users.
What is changing?
As part of this update, users will notice the following changes in AEE:
- Addition of new speed dial capabilities for punching in and out
- Relocation of the profile picture with options to manage the account in Identity or log out
- Access to the settings function for user preferences, switching users, and more through the profile picture
Payroll/Service Bureau
Garnishment Past Due Amount Release
On the Employee-level of Garnishments, we are going to be adding a Past Due Amount under the Garnishment Calculation section that will allow users to collect the past due amounts as part of payroll. Once an amount is entered, the system will automatically include it into the total about due.
Predictive People Analytics
ROI, KPI, Org Chart Dashboards
We know some of you are going to be happy to hear this! We are going to be re-releasing the PPA Embedded Dashboards starting this August. More details about the release to come!