Summary

General

Note: Reports in which charts have been manually sized will not be subject to this ratio.

Beyond appearances, other visual cues have been updated.

Action Column (ellipsis) Now Available for Report Rows

Note: The column will not be enabled in any existing saved views unless implicitly enabled in new views created/saved after this release.

• Calculated Time by Week (Counters) (My Reports > Time Reports > Calculated Time > Calculated Time By Week (Counters))

• Calculated Time by Week (Time Entries) (My Reports > Time Reports > Calculated Time > Calculated Time By Week (Time Entries))

• Tax Wage Details (My Reports > Payroll Reports > Taxes >Tax Wage Details >Tax Wage Details)

• Earning Deduction Tax Summary (My Reports > Payroll Reports > Pay History > Earning/Deduction/Tax Listing (Summary))

• Check Payroll Totals (Payroll > Process Payroll > Check Payroll Totals)

• Labor Distribution (Summary) (Payroll > Reports > Labor Distribution > Labor Distribution (Summary))

New Employee Summary Column Available for Reports

• Employee Information (My Team > Employee Information)

• All Timesheets (Time > Timesheets)

• All Documents

• Payroll Processing

• Summary By Employee Staffing (My Reports > Schedule Reports > Staffing > Summary by Employee)

Note: This column is not currently supported in the Insights Explorer.

Note: The Employee Summary column is named "Employee: Employee Rich Summary" in the Add/Remove Columns pop-up window.

Checklists

🔥Employee Checklist Refresh

Forms

Improved Mobile-First Experience for Form I-9

Form I-9 is now a mobile-first web form designed to reduce errors, clarify instructions, and simplify the completion process for both employees and managers. The redesign includes usability improvements, new validations, and enhanced accessibility.

• The system supports the latest U.S. Citizenship and Immigration Services (USCIS) version. Hyperlinks in the form direct you to relevant USCIS guidance.

• The mobile first design ensures a responsive, user-friendly experience on any device.

• All Form I-9 sections support accessibility.

• Form I-9 sections can expand or collapse as needed.

• Improved tooltip messages in Section 1 offer clear guidance.

• Multiple new validations for allowed field values, required fields, and disabled fields support the intuitive form completion.

• For Example: Address and Social Security Number fields are automatically validated. Another example are Lists A, B, and C, where selecting a document in Lists A, B, or C fills non-applicable fields with the N/A value.

• Signature display logic has been improved. Regardless of the signature configuration on the Company Setup page, the employee's First and Last name will display on the Sign & Submit pop-up, based on entries in Section 1. For wet signatures, the name fields do not pre-populate. The Today's Date field populates automatically based on the employee's locale.

• Form fields now use clearer labels.

• For Example: Date Started is now First Day of Employment. The View Instructions button is now an Instructions hyperlink in the Information section.

• Section 2 displays a new Check here if you used an alternative procedure authorized by DHS to examine documents. checkbox for managers using a DHS-approved alternative to in-person document verification.

• The My Form I9s checklist item hyperlinks to the web Form I-9.

• Form I-9 supports versioning. Each submitted form retains its original version. Forms submitted before this release will continue to appear as PDF forms. Going forward, new forms remain in web format. All saved forms will contain the fields that applied as of the respective form version.

• As of the current release, the downloaded PDF form is saved as Version 7, and the web form is Version 8.

Payroll

🔥New Process Payroll Experience

The following changes are apart of our general modernization updates to the system. For more information on the updates related to the Process Payroll screen, please see this short Video.

The Process Payroll landing page was redesigned to a simplified payroll processing experience, crafted to enhance your payroll management tasks with a streamlined and user-friendly interface. The new process payroll experience improves navigation and provides flexible payroll options and comprehensive management features—all designed to make your workflow more efficient.

  Tip: Switch to old experience / Switch to new experience buttons are available at the top of the page to allow you to switch between the old and new experiences. 

The top section shows upcoming payrolls in the next six days. 

Various actions are available in the payroll cards:

• Run: When selected, you are navigated to the Review pay information page where you can view supporting reports (pre-processing, processing, review your data) import / add pay statements, and edit payroll data.

• Edit Settings: Select to edit the payroll's settings.

• Payroll Quick Links: When selected, various links to reports and pages display such as General Ledger (Summary), Payroll Prep Process, Payroll Comparison, and View Pay Statements.

• Delete: Select to remove the payroll. 
  

If there aren't any payroll cards at the top of the page, it means that you've already begun processing your upcoming regular payrolls or you don't have any in the next six days. In that case, you might see a Pick up where you left off section with a card for each payroll that is in progress, including a Continue button.

Toward the bottom of the page is an Other options section which displays payroll types.

Note: Only the payroll types (next to the Security Profile Create/Edit Payroll option) that are checked for the user will display in the Other options section.

---

Performance Management

Option Added to End Performance Reviews

You can now end performance reviews directly from the Performance Review report page. A new End option lets you select one or more employees and stop their in-progress reviews. This option is located under the ellipsis on the report page.

Note: This option is only available for reviews with a status of In Progress.

Scheduling