Skip to content Focus Areas: Operational Efficiency, Compliance & Self-Service Functionality
The October 2026 Release is scheduled to be deployed on 10/22 and 10/23. 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 functionality and enhancements in the July 2026, August 2026 and September 2026 releases.
CIP Failures: Protect HSA contribution eligibility with a new Customer Identification Program (CIP) Failure field on the Employee Details form. When enabled by an administrator, enrollment messaging alerts users that the employee failed validation and employee and employer HSA contributions are paused until the field is disabled.
Managers Can Now View and Update Their Own Record: Empower managers to find themselves in My Employees, open their Employee Details and update employment information or complete HR actions on their own record. This is especially helpful for owners and managers who also serve as their company’s main administrator.
Payroll Reports in the Payroll Calculation Center: Review payroll with confidence by running batch-specific reports directly from the Calculation step. A new Reports tab provides descriptions and Setup & Run options for gross-to-net, allocations, variances and more before payroll submission.
Row and Column-Level Security Dashboard: Identify available datasets, determine which can be used to create and share workbooks with Worksite users, view datasets with restricted fields and understand where additional security rules apply.
OBBBA Qualified Tip & Overtime Register Build: Streamline 2026 W-2 and 1099 reporting by building qualified tip and overtime amounts from processed payroll vouchers. Run the build for all or selected employers, exclude specific clients and clear OBBBA registers without rebuilding when settings change.
2026 W-2 Updates: Strengthen OBBBA compliance by reporting Qualified Tips and Qualified Overtime in Box 12 using codes TP and TT. Report up to two TTO codes in the new Box 14b on the Update Employee W-2 and W-2c Forms. Updated 2026 W-2 Build and W-2 PDFs will be available in November.
Support for Obsolete Pay Groups: Expand pay group flexibility by allowing obsolete pay groups to be retrieved or updated.
Legal Announcements on the Home Page: Display enhanced legal announcements with employee thresholds and location-specific details directly on the Home page.
Widgets Throughout Dataforms: Embed charts, images and key reference information directly into the forms users work in. Admins can place widgets anywhere, organize them in collapsible sections and load them on demand, giving users helpful context without leaving the record.
AI-Drafted Discussion Replies: Generate faster, more consistent case replies with AI directly from the reply screen. Users can tailor the tone, length and language and select which case and thread details the AI uses to create accurate, on-brand responses.
Refine Comment: Elevate feedback quality with built-in coaching that helps contributors write clearer, more constructive comments. Users can choose the feedback type and language, while managers and administrators can also set the tone and keywords, review score-based suggestions and regenerate, edit or insert the final wording.
Time Tracking: Verify worker-submitted hours before payroll with a centralized view by pay period, engagement and hour type. Review weekly entries and total hours, correct and approve individual entries in one step or approve and decline in bulk. Search and export the complete approval history for added visibility.
October Focus: Operational Efficiency, Compliance
OBBBA Qualified Tip & Overtime Register Build: Streamline 2026 W-2 and 1099 reporting by building qualified tip and overtime amounts from processed payroll vouchers. Run the build for all or selected employers, exclude specific clients and clear OBBBA registers without rebuilding when settings change.
2026 W-2 Updates: Strengthen OBBBA compliance by reporting Qualified Tips and Qualified Overtime in Box 12 using codes TP and TT. Report up to two TTO codes in the new Box 14b on the Update Employee W-2 and W-2c Forms. Updated 2026 W-2 Build and W-2 PDFs will be available in November.
2026 OBBBA 1099 Update: Enhance OBBBA reporting with updated Create Employee 1099 functionality, a new option to apply the 2026 $2,000 1099-NEC reporting threshold and an error report to help identify issues during the build. Updated 2026 1099 PDFs will be available in November.
For more information about these enhancements, check out the release notes.
October Focus: Operational Efficiency, Self-Service Functionality, UI/UX
Custom Job Application Sections: Tailor job applications with custom sections that capture the information needed for specific hiring processes.
Candidate Source Report: Identify top-performing candidate sources across all requisitions or a single requisition to better understand where applicants are coming from.
Custom Columns for Candidates Grid: Personalize the Candidates Grid by choosing which candidate fields are displayed, making it easier to access key candidate data without running or requesting custom reports.
For more information about these enhancements, check out the release notes.
October Focus: Data Access
Employee Master Report: Access employee-specific information in a clear, page-by-page format with PrismHR-equivalent filtering and functionality. View relevant employee data through an intuitive reporting experience designed to make information easier to find and use.
Row and Column-Level Security Dashboard: Identify available datasets, determine which can be used to create and share workbooks with Worksite users, view datasets with restricted fields and understand where additional security rules apply.
For more information about these enhancements, check out the release notes.
October Focus: Operational Efficiency, Integrations, Data Access
Support for Obsolete Pay Groups: Expand pay group flexibility by allowing obsolete pay groups to be retrieved or updated.
For more information about these enhancements, check out the release notes.
October Focus: Operational Efficiency, Compliance
PEO Client Accounting Import: Simplify template setup by creating new PEO Client Accounting Templates through the Data Import Tool or downloading an import file from an existing template through the PEO Client Accounting Form. Support both Non-Bill Accounting and Custom Layout templates.
Check History Import Improvements: Streamline voucher review with added Batch ID and Federal Entity details, while sortable columns in Step 4: Review & Fix Data make corrections easier.
For more information about these enhancements, check out the release notes.
October Focus: Operational Efficiency, Self-Service Functionality
Managers Can Now View and Update Their Own Record: Empower managers to find themselves in My Employees, open their Employee Details and update employment information or complete HR actions on their own record. This is especially helpful for owners and managers who also serve as their company’s main administrator.
Payroll Reports in the Payroll Calculation Center: Review payroll with confidence by running batch-specific reports directly from the Calculation step. A new Reports tab provides descriptions and Setup & Run options for gross-to-net, allocations, variances and more before payroll submission.
More Payroll Reports Now Available in Portal: Centralize payroll review with additional reports available from the Portal Reports page, including Batch Register, Calculate Checks, Employee Check Register, Pay Schedule, Unpaid Employees, Invoice Variance, Payroll Allocation and Retirement Matching Percent. Clear descriptions and Setup & Run options make each report easy to find and run.
For more information about these enhancements, check out the release notes.
October Focus: Operational Efficiency
CIP Failures: Protect HSA contribution eligibility with a new Customer Identification Program (CIP) Failure field on the Employee Details form. When enabled by an administrator, enrollment messaging alerts users that the employee failed validation and employee and employer HSA contributions are paused until the field is disabled.
For more information about these enhancements, check out the release notes.
October Focus: Employee Experience, Integrations, Compliance
Continuous Feedback from HCM in Evaluations: Strengthen performance evaluations by bringing year-round feedback directly into the review form. Reviewers can filter feedback by date, see what has already been used and gain a complete view of employee performance without leaving the form.
Refine Comment: Elevate feedback quality with built-in coaching that helps contributors write clearer, more constructive comments. Users can choose the feedback type and language, while managers and administrators can also set the tone and keywords, review score-based suggestions and regenerate, edit or insert the final wording.
Section Visibility Controls: Protect sensitive feedback by controlling which user types can view a section, including its scores and comments. Hidden responses are excluded from section scores and restored if visibility is re-enabled.
For more information about these enhancements, check out the release notes.
October Focus: Operational Efficiency, UI/UX
Archive Campaigns: Keep the Campaigns dashboard focused on current work by archiving finished campaigns directly from the dashboard menu. Filter by archived or unarchived campaigns, sort the new Archived column and restore campaigns at any time while preserving status, delivery history and usage counts.
Saved Table Layouts: Personalize table views across Communication Hub with saved column selections, order and widths on every screen with a column picker. Set up each table once and return to the same layout on every visit.
For more information about these enhancements, check out the release notes.
October Focus: Operational Efficiency, Integrations, UI/UX
Widgets Throughout Dataforms: Embed charts, images and key reference information directly into the forms users work in. Admins can place widgets anywhere, organize them in collapsible sections and load them on demand, giving users helpful context without leaving the record.
AI-Drafted Discussion Replies: Generate faster, more consistent case replies with AI directly from the reply screen. Users can tailor the tone, length and language and select which case and thread details the AI uses to create accurate, on-brand responses.
Group Benefit Plan Import: Synchronize system-level benefit plans from PrismHR to ClientSpace automatically on a scheduled basis, keeping plan setup consistent across both systems while eliminating duplicate data entry.
For more information about these enhancements, check out the release notes.
October Focus: Self-Service Functionality, Employee Experience
New Hire Onboarding Dashboard: Resume onboarding with a new Plan Progress widget that displays active plans, statuses and start dates, allowing new hires to pick up where they left off without the original link.
Seamless PrismONE ID Access: Complete PrismONE ID registration without manager assistance. When unlinked users reopen their onboarding link, they automatically return to registration, whether the plan was started by an administrator or the new hire.
For more information about these enhancements, check out the release notes.
October Focus: UI/UX
Legal Announcements on the Home Page: Display enhanced legal announcements with employee thresholds and location-specific details directly on the Home page.
For more information about these enhancements, check out the release notes.
October Focus: Operational Efficiency
Clone Group Rules from Cloned Client: Reduce setup time by copying existing Group and Employee-level rules when cloning a PrismHR account. Users can select which rules to map one-to-one to groups created in the new account.
Configure API Preferences Through Cloning: Accelerate API setup by copying existing preference settings when cloning a PrismHR account. This enables immediate employee and group syncing and simplifies additional rule configuration, including mapping group settings between accounts.
Clone Time Off Policies: Simplify account setup by copying Time Off Types, Holidays and pay mappings when cloning an account.
Tips, Mileage and Piece Rate Collection at Kiosk and My Portal: Collect numerical pay items from employees as they clock in or out through Kiosk or My Portal, including tips, mileage and piece rates, without requiring separate reporting.
For more information about these enhancements, check out the release notes.
October Focus: Operational Efficiency, Data Access, Compliance
Time Tracking: Verify worker-submitted hours before payroll with a centralized view by pay period, engagement and hour type. Review weekly entries and total hours, correct and approve individual entries in one step or approve and decline in bulk. Search and export the complete approval history for added visibility.
Deductions: Automate recurring and installment deductions with configurable deduction types, external and accounting codes and flexible total or per-pay-period amounts. Payment schedules are calculated automatically, eliminating manual tracking.
Payroll Register Report: Streamline multi-country payroll reconciliation with a consolidated register filtered by period, country, worker or currency. Export results to Excel with separate country tabs and local employer and employee statutory contributions.
AR Aging Summary: Prioritize collections with a clear view of outstanding receivables by client or service provider, organized into Current, 1–30, 31–60, 61–90 and 91+ day aging buckets. Search, sort, review page subtotals and export results to monitor account health.
For more information about these enhancements, check out the release notes.
