This maintenance release introduces a host of enhancements aimed at boosting accuracy and alignment across systems. Key updates include expanded payroll support, increasing the payroll item capacity from 500 to 1500, and leveraging CMiC’s new benefit flow for improved data handling.
Notably, this release debuts the Payroll General Ledger Mapping and export capabilities—streamlining payroll accounting and making integration with financial systems even more seamless.
As always, this release also includes various optimizations and minor bug fixes for integrations with Acumatica, CMiC, and Vista, ensuring a smoother experience for all users.
Enhancements
Integrations Module
- Implemented an API wrapper for ExakTime, Core HR, and Hub to leverage Check HQ’s address validation services, ensuring cleaner data across systems.
- Added validation in Payroll Connector to ensure the selected company exists in the Payroll database, preventing mismatches and errors.
- Updated providers to use ISO-standard country codes instead of string values, improving data consistency across systems.
- Improved log messaging to clearly differentiate between empty and null values, aiding in better troubleshooting.
- Introduced a separate tab for file outputs in sync completion logs when using a "Write to File" connector, improving log readability and tracking.
- Allowed the Location writer to edit location names (but not addresses), giving admins more flexibility while maintaining address integrity.
Providers
Acumatica
Positions: Fixed an issue where a 500 error occurred when attempting to commit the EmployeePositions row in Acumatica during occupation changes. This change improves system stability and ensures accurate updates.
CMiC
- Benefits & Deductions
- Benefits and Fringes from Core HR to CMiC have been overhauled to use a new endpoint within CMiC. To fully leverage this integration, ensure that elections made in Core HR align with CMiC’s eligibility setup.
- Setup in Core HR requires:
- Knowing the Vendor ID from CMiC.
- Adding the vendor code in the description field (this is mandatory for data transfer).
- Using either an Alt1Code or an Alt2Code, as appropriate.
- Alt1Code should be used for employee-paid deductions (and any shared employer/employee contributions).
- Alt2Code should be used for employer-paid only benefits.
- In CMiC, eligibility rules must be configured to determine when an employee can elect these plans.
- For deductions (Alt1Code), include the employer-paid portion if applicable—currently, only the employee portion is passed.
- For benefits (Alt2Code), the employer-paid amount will be transferred.
Sage 300
- Updated Log: Resolved conflicting messages when reading an employee with multiple SSNs by updating messaging for clarity and precision.
Vista
- Updated Log: Added a warning message when an unsupported state tax filing status is detected, ensuring users are aware and can take corrective action.
Payroll Module
- Feature
- Added the ability for users to reset Multi-Factor Authentication (MFA) within the payroll application, improving user security and flexibility.
- Fixed an issue where the Payroll Register was downloading as an .htm file instead of the expected .csv file. This ensures consistent and usable report downloads.
- Added notifications to alert users (e.g., Sam) if a profile they’re viewing is updated by a sync or another user, improving visibility and preventing stale data confusion.
- Added a Company Benefits sub-navigation to help clients set a standard description for pay stubs and prepare for upcoming Core HR to Payroll benefits mapping. This improves UI usability and workflow readiness.
- Introduced field-level editing controls based on user roles and product ownership. For example, ExakTime-only clients can edit SSNs, but those using Core HR must update it in the source system. This enhances data security and system alignment.
- Replaced the Check HQ components for Benefits and Deductions with native UI components for a more cohesive user experience.
- Updated the label for "Courtesy Withhold Oh City Taxes" to use the proper uppercase "OH" for consistency and clarity across UI elements.
- Moved locations and compensations to their own sub-navigation tabs in the Employee Profile to simplify the UI and enhance usability.
- Updated the Employees Benefits grid to force users to select from Company-level Benefit Codes, ensuring consistency and data accuracy.
- Modified the LCP-Tracker certified report to match LCP Tracker’s downstream logic, ensuring a seamless import process.
- Field changes were:
- check_num: Hardcode all values in the check_num column to the string "Direct Deposit"
- dts_total: Leave this column blank. It is expected that LCP Tracker will compute this using downstream logic.
- dts_other: This should be a calculated column equal to the sum of the following:
- Benefits – Employee Contribution
- PostTax Deductions
- Child Support
- Enhanced the audit log to include banking details, improving audit trail completeness.
- Embedded the Employee Tax Setup Component from Check HQ within the Documents tab for payroll admins, removing the need for support intervention.
- Added a JobType field to the Workplace API, supporting "Certified" or "Standard" job types for more precise data mapping.
- Fixed an issue where exempt reasons were not being saved correctly on the Minnesota Tax Form.
- Resolved an issue where users could not save changes to Ohio company tax settings and updated the error messaging for clarity.