Skip to content Focus Areas: Operational Efficiency, Employee Experience & Self-Service Functionality
The July 2026 Release is scheduled to be deployed on 7/30 and 7/31. Each month, we release new features and enhancements across the platform to help you compete, operate efficiently and expand opportunities to deliver value to your clients.
Check out recently delivered new functionality and enhancements in the April 2026, May 2026 and June 2026 releases.
Auto Archive Benefit Enrollment Workflows: Reduce benefits administration clutter by automatically archiving completed enrollment workflows, helping teams keep the system clean and manage high volumes of employee benefit changes more efficiently.
Intelligent Future-Dated Benefit Plans: Improve open enrollment accuracy by ensuring new hires only see benefit plan offerings that align with their actual enrollment window, helping create a clearer and more relevant enrollment experience.
Write Client and Employer State Unemployment Tax Act Rates: Streamline rate setup by enabling users to add new client and employer State Unemployment Tax Act rates in PrismHR through the PrismHR API, helping reduce manual entry and support more efficient tax administration.
Redirect Direct Deposit: Strengthen payroll accuracy by allowing separate dates for offset and redirect adjustment vouchers, helping ensure accounting and banking records clearly reflect when funds were returned and reissued.
Email Settings: Customize automated email communications by allowing clients to configure messages for scheduled exports, shared workbooks and shared views, helping deliver more tailored communications while supporting required IP whitelisting for setup.
File Audit: Strengthen data transparency with a high-demand audit dataset that tracks system changes by date, user and IP address, including before-and-after values to help teams review activity with greater clarity and confidence.
Case Discussions User Interface (UI): Improve case collaboration with a cleaner, more intuitive discussion experience that makes it easier to read, review and interact with case updates.
This feature must be enabled by your Professional Services team.
Save States: Resume work faster by saving progress and picking up where users left off, helping reduce interruptions, prevent lost effort and improve productivity.
Goals Functionality Updates: Clarify goal management across review cycles with future goals, employee self-service goal creation, configurable permissions, status tracking and goal attribution—giving managers and employees better visibility into progress while reducing confusion between current and future goals.
Guided Requisition Experience: Create and update jobs faster with an intelligent, guided workflow that walks recruiters from position selection to publication—reducing setup complexity, ensuring required information is completed before posting and making it easier to customize and edit requisitions across draft, ready-to-publish and published statuses.
July Focus: Operational Efficiency, Compliance, Integrations
Year-End W-2 Print & Download Enhancements: Simplify year-end W-2 processing with flexible, print-ready form options for future 2026 in-house printing and expanded batch download capabilities that support larger PDF files, reduce the need to segment employee groups and let users include or exclude instructions based on their needs.
Treasury Tipped Occupation Code (TTOC) Updates: Support 2026 Qualified Tip W-2 reporting with new Treasury Tipped Occupation Codes and updated SOC-to-TTOC links, helping improve reporting accuracy and year-end compliance readiness.
For more information about these enhancements, check out the release notes.
July Focus: Operational Efficiency, Self-Service Functionality, Employee Experience, UI/UX
Guided Requisition Experience: Create and update jobs faster with an intelligent, guided workflow that walks recruiters from position selection to publication—reducing setup complexity, ensuring required information is completed before posting and making it easier to customize and edit requisitions across draft, ready-to-publish and published statuses.
For more information about these enhancements, check out the release notes.
July Focus: Operational Efficiency
Email Settings: Customize automated email communications by allowing clients to configure messages for scheduled exports, shared workbooks and shared views, helping deliver more tailored communications while supporting required IP whitelisting for setup.
File Audit: Strengthen data transparency with a high-demand audit dataset that tracks system changes by date, user and IP address, including before-and-after values to help teams review activity with greater clarity and confidence.
For more information about these enhancements, check out the release notes.
July Focus: Self-Service Functionality
Redirect Direct Deposit: Strengthen payroll accuracy by allowing separate dates for offset and redirect adjustment vouchers, helping ensure accounting and banking records clearly reflect when funds were returned and reissued.
For more information about these enhancements, check out the release notes.
July Focus: Self-Service Functionality, Employee Experience
Spanish Early W-2 Election Text: Expand portal accessibility by allowing employers to configure W-2 election page text, terms and conditions in Spanish—delivering a fully localized experience that gives Spanish-speaking employees the same clarity already available in English.
PrismHR Core Reports in Portal: Accelerate access to key payroll and HR data by bringing the first wave of PrismHR Core reports into Manager Portal, giving employees and admins self-serve access to Time Off Accruals, Payroll Tax, Payroll Summary, Payroll Billing Summary and Pay Code Summary reports as reporting capabilities continue to expand.
For more information about these enhancements, check out the release notes.
July Focus: Operational Efficiency, UI/UX
Auto Archive Benefit Enrollment Workflows: Reduce benefits administration clutter by automatically archiving completed enrollment workflows, helping teams keep the system clean and manage high volumes of employee benefit changes more efficiently.
Employee Benefit Imports – Flexible Identifier Support: Expand benefit import flexibility by accepting Social Security Number, Employee ID or Clock Number interchangeably—helping clients upload employee and dependent benefit data more easily, regardless of which identifier their systems use.
Posting Enhancements: Streamline benefit enrollment posting by enabling users to select multiple clients at once, while new employment classification filtering and a dedicated column help teams quickly isolate and manage enrollments during batch processing.
Intelligent Future-Dated Benefit Plans: Improve open enrollment accuracy by ensuring new hires only see benefit plan offerings that align with their actual enrollment window, helping create a clearer and more relevant enrollment experience.
For more information about these enhancements, check out the release notes.
July Focus: Employee Experience
Employee Documents: Centralize employee-related documents in Talent by storing and uploading files in one place, with direct access to Onboarding and Performance Management forms, custom document categories and sensitive document security support.
For more information about these enhancements, check out the release notes.
July Focus: Data Access, UI/UX
Enhanced Campaign Analytics: Measure campaign performance with activity-level analytics and engagement insights, including sent, delivered and failed message counts by channel, email open tracking, available view data and clearer visibility across email, SMS, in-app and push notifications.
For more information about these enhancements, check out the release notes.
July Focus: Integrations, UI/UX
Case Discussions User Interface (UI): Improve case collaboration with a cleaner, more intuitive discussion experience that makes it easier to read, review and interact with case updates.
This feature must be enabled by your Professional Services team.
Save States: Resume work faster by saving progress and picking up where users left off, helping reduce interruptions, prevent lost effort and improve productivity.
Clone Parent Benefit Batch to Child: Streamline benefit setup across related companies by cloning benefit batches, benefit groups and offered benefit plans from parent to child companies with a single click, reducing manual updates and one-by-one configuration.
For more information about these enhancements, check out the release notes.
July Focus: Employee Experience
Goals Functionality Updates: Clarify goal management across review cycles with future goals, employee self-service goal creation, configurable permissions, status tracking and goal attribution—giving managers and employees better visibility into progress while reducing confusion between current and future goals.
Assign Items Improvements in Template Creation: Simplify template setup with more flexible item assignment controls, including easier position removal, automatic inheritance from All Positions, clearer deletion options and built-in weight validation to help ensure each position totals 100%.
New Instructions Field Template Creation: Customize form guidance with rich-text instructions admins can add during template creation and display on the Overview page, giving teams full control over user-facing help text instead of relying on hard-coded content.
For more information about these enhancements, check out the release notes.
July Focus: Compliance, Employee Experience, UI/UX
Uploaded Form Content New Field: Enhance onboarding form guidance with a new rich text field that lets users add accompanying text to uploaded PDFs, displaying both together on the same page for a clearer new hire experience.
New Hire Plan Creation Updates: Improve onboarding accuracy by requiring hiring managers to select worksite location and division for new hires and rehires in admin-initiated onboarding plans—helping apply the right tax form logic, state rules and plan content while preventing new hires from changing their worksite location.
For more information about these enhancements, check out the release notes.
July Focus: Operational Efficiency
Optimized Timesheet Layout: Improve timesheet visibility with design enhancements that make it easier to view more days on screen, see daily totals and quickly find employees using a new search field, with additional updates planned for Q3.
Enhanced Flexibility for Holiday Pay: Increase flexibility in holiday pay rules with new options for employees working on observed holidays. Employers can choose whether worked hours replace auto-added holiday hours or are added to automatically paid hours and may also require employees to work the day before and after a holiday to be eligible for holiday pay.
Alerts: Improve visibility into key workforce events with new system alerts for approaching timesheet deadlines and PTO notifications for system users. Configured alerts can also be cloned from an existing account to a newly created account, helping teams streamline set up and maintain consistency across accounts.
For more information about these enhancements, check out the release notes.
July Focus: Operational Efficiency, Performance and Stability, Integrations, Data Access
Write Client and Employer State Unemployment Tax Act Rates: Streamline rate setup by enabling users to add new client and employer State Unemployment Tax Act rates in PrismHR through the PrismHR API, helping reduce manual entry and support more efficient tax administration.
For more information about these enhancements, check out the release notes.
