Release Notes - May 2023

Improvements & New features 

• Ability to archive an award or position - Archived positions will not be able to be assigned as new positions to employees. Employees with archived positions will be able to be rostered/paid as normal. When archiving, an export of approved people with any positions being archived, will be available to download. 
• New option when approving leave for salaried employee in the past - When approving leave for a salaried (i.e auto paid) employee, if the payslip for the relevant period has already been created by the system, an additional modal will appear. The user will be able to choose between reducing the ledger of the employee (no action is taken to payslips) or handling the case manually through a payslip edit. 

Improvement to STP errors

• Incorrect Tax Treatment Code: A clearer message will now be displayed, walking the user through the error and linking them directly to the employee profile that contains the incorrect tax treatment code. 
• Medicare Levy Reduction: A clearer message will now be displayed, walking the user through the error and allowing them to self-fix without the need for foundU or developer intervention. 
• Medicare Levy Exemption: A clearer message will now be displayed, walking the user through the error and allowing them to self-fix without the need for foundU or developer intervention. 
• Invalid Tax File Number - A clearer message will now be displayed, walking the user through the error and allowing them to self-fix without the need for foundU or dev intervention. 
• Made further improvements to some of the more common STP errors (invalid tax treatment code for working holiday maker and medicare levy reduction), which gives more detail to the user and allows them to potentially fix the issue themselves. This will assist with reducing the "data mismatch" error that we see occurring. 

• STP Packet Improvements - The employees column in the STP table will now be clickable - allowing a user to view which employees make up which packet.  
• STP Termination update - $0 termination payslips will now be shown as an update event for STP rather than a pay event. The termination pill is now also consistently across STP tabs (pending, review and submitted). 
• Rework of the UI of the STP Submission Process - Where there is a case that a user has a terminated employee for a date in a previous financial year, the user will now be flagged that there are submission packets waiting to be action in the relevant year. 
• STP financial year selector to default to new financial year on 15th July - In preparation for the new financial year, have implemented logic within the STP display to ensure that the prior financial year is displayed as default until 15th July each year.  After this date, the "new" financial year will be displayed as default. 
• Prevent multiple clicks on termination - Implemented a restriction to stop admin users from being able to click the "complete termination" button multiple times which results in multiple terminations being reported and therefore error STP packets.
• New ‘Communication Settings’ page - Email and SMS settings pages have been merged.  Updated design to make managing settings easier in a centralised location.
• Entitlement charge rates added to Rate Rise Tool - Operations that are set up to charge for entitlements will now appear in a separate section in the rate rise tool, allowing users to update all charge rates at EOFY.  
• Permissions - Ability to add leave to employee profile - Previously, the ability to add leave to an employee profile has been controlled by the permissions "access rosters/approve shifts". This has been updated to a new permission "edit employee details and configuration".
• Submit Shift Documents - When a submit shift has only a single document attached, the link to download the document from Approve Shifts will no longer add the document to a zip file.  Zip files will only be used when multiple documents are attached. This change will allow users to have a single attached PDF or image file to open directly in the browser.
• Public holidays for 2024 added - All 2024 public holidays have been added to the system. Leave applications that fall on these dates are automatically reprocessed to adjust. 

New Compliance Records Page 

Replacing qualification list and the introduction of mandatory compliance records and qualification numbers required.  This release encompasses several enhancements to UI and UX as well as some new features.  Qualification List page has been replaced with the new Compliance records page, providing a much cleaner, easier to navigate and understand setup to all qualifications, licenses and inductions.  Notification settings for expiry are now also housed in this page. 

This rebuild also includes two new features: 

• Compliance records can individually be setup as mandatory, either for all or for employees with certain tags. Setting these up in this way will display to employees when onboarding which records are required for upload to progress through.
• Qualification types can now require a qualification number to be provided. 

Pay Page Redesign 

The Pay page has had a rework to implement a new look and feel, improving core workflows and accessibility of features. With these changes, reviewing and processing pay is an even more streamlined process. 

• Updated navigation tabs – Draft payslips, generated payslips and ABA history can now be accessed using tabs, allowing quick access to all pages.
• Updated table and primary interaction to action bar – Bulk actions and generate payslips has been relocated into the action bar, allowing actions to be completed against specified payslips.
• Actions displayed are contextual to the tab viewed, and permissions of the user.
• Employees will now have status pills displayed alongside their name, this includes special condition, Workcover, suspended employment and work restriction conditions.
• Timesheets will now show the total number of timesheets against a payslip, rather than ID when more than one timesheet exist.
• Generating payslips processing – Generating draft payslips will transition the user from draft, to generated payslips tab. All generating payslips will now display within generated payslips, with an active button displaying the number of generating payslips. This button will refresh the table, to update payslips as they finish generating, or display a notice once all payslips have been generated.
• Draft payslips progress – As actions within the system are completed, the refresh button will display the number of new payslips updating, displaying a notification when all new draft payslips are ready to review.  Selecting will refresh payslips and values. 

Updated filter display – Implemented filter drawer to allow for growing number of filters, along with clearer selection and searching of options within filters:

• Pay period filtering has been updated to allow for quick filtering between weekly, fortnightly, arrears and monthly (if applicable). 
• Introduced income type filtering – Salary and wages, Working holiday maker, Foreign income employment. 
• Filter by batches – Batch filter has been introduced to generated payslips to allow filtering of batches either in combination with, or separate to period end.
• Create payslip has been merged with imports and ETP – All actions that lead towards payments are now handled in the one place, either through creation of payslips or importing deductions or allowances, or creating and managing ETPs.

Standardised warnings and notifications – Persistent icons will now be displayed, illuminating when a notification or warning exists within that category.  Allowing faster identification of payslips with certain inclusions or issues to review prior to processing. The categories for these are: 

• Comments:
• Payslip comments 
• Timesheet comments
• Leave on payslip:
• Leave loading/Penalty Leave
• Leave no loading
• Employee/Workforce:
• Employee is under 18
• Employee has been terminated
• Employee is archived
• Financial + Taxation:
• Super percentage doesn’t match system default.
• No TFN Supplied after 28 days.
• Deductions:
• Deduction against payslip.
• Child support/Garnishee against payslip. 

Bug fixes 

• Comms reminding of position change for declined employees no longer sent - Fixed an issue that was causing admins to receive reminder of upcoming position changes for declined employees. 
• Reactivate Employee - Fixed an issue that was preventing users from reactivating an employee and selecting 'No' when asked if wanting to have the employee complete onboarding. 
• Employee App Clock Out - Fixed an issue that was preventing users from clocking out when the roster location data was invalid.   
• Document editor and auto logouts - Fixed an issue that was causing admin users to be logged out when taking no other system action except actively creating or editing a document for more than 30 minutes.
• Pending Shifts Export - Fixed an issue that, in certain circumstances, was causing the Approve Shifts Pending Shifts CSV export to populate the 'Approval Start' and 'Approval End' with hyphens instead of a blank cell.
• Labour Management Report - Fixed an issue with the Labour Management Report to ensure the results display and results exports have columns in the same order as the applied grouping options.
• Search on entire title on Awards page - - The search option on the award will once again search the entire title of an award to find any options that match the search term, no longer just searching to match the beginning of the title.
• Availability Comms #132 - Fixed a bug that was stopping managers from receiving availability updates from comms 132 when employees made updates to their availability.
• STP2 YTD Report - Filter Issue - Fixed an issue with the STP2 YTD filter so the total row is now displaying the total of the filtered results as expected.   
• Onboarding Address Fields - Fixed an issue with the address component in the onboarding workflow that would in certain circumstances was able to have the mandatory requirement bypassed.