Q2 2024 Release

Highlights

New Pre-Built Dashboards: One of the most exciting enhancements in the new Report Center is the ability to create configurable dashboards, putting key metrics and data visualizations front and center for you and your clients. To save you time, we’ve released a new set of pre-built dashboards featuring popular reports, including:

• Client Master General
• Benefit Billing Detail
• Employee Onboarding
• Pay Code Detail
• Benefit Enrollment
• Profit Reports (Client Profit Analysis Overview, Client Profit Analysis Summary, Client Profit Analysis Details)
• Payroll Check Register
• Employee Dashboard
• Payroll Control

User Role Enhancements: Easily assign report and field access and manage individual license types directly from the user role level, streamlining the implementation process for your administrators.

Native Analytics / License Maintenance: Conveniently track user login activity and analytics surrounding reports being accessed and utilized, who changes license types, the dates of those changes, along with the ability to easily deactivate inactive users, and License Maintenance functionality.

Highlights

Payroll Submission Notifications: This top 10 idea from customers streamlines payroll processing with notifications upon client payroll submission. Users will not have to manually check if the payroll has been submitted. Once users receive the notification, they know to move on to the next step in the payroll process.

Billing Rules Import: Increase efficiency by updating billing rates faster using the new Billing Rules Import.

Worksite Trusted Advisors PTO Approval: Give Worksite Trusted Advisors access to approve and manage PTO.

Recalculate PTO: Quickly recalculate PTO if an error occurred or a plan was set up incorrectly during the plan year.

Highlights

Time Sheet Entry for Worksite Managers: Streamline the time entry process for worksite managers with a new step-by-step workflow experience in Employee Portal. Worksite managers no longer have to log in separately to Prism Core for time entry.

Highlights

Duplicate Forms and Workflows: Increase efficiency for admins with the ability to duplicate forms and workflows. This enhancement is especially useful during critical periods such as year-end client setup and open enrollment.

Editing Dependents within Benefits Enrollment: Improve self-service for employees with the ability to edit their dependents within the benefits enrollment workflow without having to contact HR or leaving the workflow to log in to the Employee Portal.

Highlights

Group Benefit Plans Update: Improve visibility into clients using a specific benefits plan and number of active enrollments within each company’s plan.

Retirement Adjustment Import Upgrade: Enhanced import functionality allows you to import all fields from the Retirement Register Adjustment form, including the latest Successor Deferral fields.

Quick Links: Conveniently access links corresponding to imports directly from a variety of forms, including Dependents and Benefit Adjustments.

Highlights

Performance and Stability: Experience quicker subscription event collection times and fewer timeouts without impact to how your integrations access events.

Data Access: Effortlessly access all the data you need to manage tasks, including Payroll Allocation Data, importing 1095-C forms, finalizing and posting payroll, updating employee properties, and creating paycodes.

Highlights

Labor Unions: Union Deduction applied to specific Union Dues Table Rules gives you the ability to define unique deduction codes for individuals, more flexibility to support various Labor Unions and Union Dues Deduction Separation, and improved reporting and visibility into clients and employees with multiple deduction rules.

EFW2C Export: Reduce manual entry, manipulation, and errors in EFW2C data with the ability to efficiently upload EFW2C data directly to SSA.

Highlights

Stack Upgrade: Performance and security enhancements to our technology infrastructure will pave the way for an exciting new user interface and experience in the future.

Benefits Module Enhancements via API Import: Eliminate manual data entry and seamlessly update or insert pre-populated Benefit Plan information from PrismHR into ClientSpace with just a click of a button.