Benefit Services
COBRA Client Portal Updates
We are including a couple COBRA Open Enrollment enhancements on the COBRA Client portal:
Additional Open Enrollment Functionalities
Clients will now have the ability to manually enter or upload their list of Possible Electee under the Open Enrollment within the COBRA Client portal. Under this section for Possible Electee, these are the individuals that were prior notified by either the client or a prior administrator. These are individuals that are still within their timeframe to elect COBRA coverages and should be notified of the Open Enrollment. This section will only be used for mailing the COBRA Open Enrollment packets to the individuals
Open Enrollment Printed Documents
We have increased the number of printed documents that can be uploaded to be included within the COBRA Open Enrollment packets. Now multiple printed documents can be included as long as the total number of pages for all documents does not exceed 32 pages in total.
Benefits/HR
Compensation Dashboard
The Compensation Dashboard is slated to be released with the 9.17 product release. The Dashboard allows users to gain valuable insight into their Compensation data at a glance and gives users a visual representation of their real compensation information. Setup for this dashboard will be required and will appear under Employee Admin Tools> Employee Administration> Compensation Management once complete.
Updated WOTC Form
The US Department of Labor released an updated version of the Work Opportunity Tax Credit form 9061. Classic onboarding and ESS have been updated to use the new version that now expires 05/31/2026. Please note, given the questions on form 9061 no longer map directly to IRS form 8850, the Form 9061 is the only form that can be completed by a new hire.
Learn & Grow
University Search Enhancement
The global search function within the University has been enhanced with an improved search engine. This new search engine provides numerous new features, including:
- Typo tolerance: accurate search results may be returned now even if there are minor typos in the search terms.
- Improved relevancy: search results are now more relevant to the search terms.
- Search highlighting: the keywords that match your search terms are now highlighted in the search results, making it easy to identify why a particular resource has been found in the search.
Platform
Report Archive
Report Archive Screen has been updated to ensure a better user experience and to reduce the amount of screen navigation needed. On the initial screen reports are ordered by Payroll Run number with the ability to expand and collapse the list of reports.
From the expanded view there are icons to view, download and see more.
After clicking through to see more, all items will have regenerate icon represented by the two rotating arrows.
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 screens that will be updated with this release:
- Client Management > Billing > Pay Group Billing: Updated Grid Layout. Users can export data.
- Client Management > HR Management > Performance > Performance Reviews: Updated Grid Layout. Users can export data.
- Client Management > Tables > Workers Comp Rates: Updated Grid Layout. Users can export data.