Q4 2023 Release

Focus Areas: Reporting, Compliance and Performance

Get the full scoop on all the Q4 enhancements!

The Q4 2023 Release is scheduled to be deployed on the following Saturdays: 11/4, 11/11, 11/18. Each quarter we release new features and enhancements across the platform to help you compete, operate efficiently, and expand opportunities to deliver value to your clients.

PrismHR Voice of the CustomerThis feature or enhancement was inspired by customer feedback through one of the PrismHR Voice of the Customer programs.

Q4 Release Highlights

REPORT CENTER: Data Access

PrismHR Voice of the CustomerNew Report Center Beta Release: Planned for release in late December 2023 (general release in March 2024), this next evolution of Report Center gives you the power to create ad-hoc reports, craft striking data visualizations, and build dynamic dashboards—all integrated with PrismHR’s robust data warehouse.

COMPLIANCE: Operational Efficiency

PrismHR Voice of the CustomerRemote Location Management Enhancement: Simplify multiple worksite setup and remote employee management. The remote location management feature allows you to effortlessly oversee your remote workforce and streamline employee tax handling.

Common Pay Agent W-2 and W-2c Reporting: Provide employee pay stub transparency with enhanced support for common pay agent W-2 reporting. Now when printing W-2s through a third party, the information will appear on the employee copy within PrismHR.

CLIENTSPACE: Performance & Stability

PrismHR Voice of the CustomerTechnology Stack Upgrade: A modernized technology stack will enhance performance, bolster security, and unlock innovative UI/UX possibilities.

Report Center

Q4 Focus: Data Access, Self Service Functionality, UI/UX, Performance and Stability

Highlights

PrismHR Voice of the CustomerNew Report Center Beta Release:
Planned for release in late December 2023 (live in March 2024), Report Center is re-defining reporting excellence with the upcoming new Report Center Beta Release.

With this next evolution of Report Center, you’ll have the power to create ad-hoc reports, craft striking data visualizations, and build dynamic dashboards like never before—all integrated with PrismHR’s robust data warehouse.

 

For more information about these and other Q4 enhancements, watch the preview video and check out the release notes.

Payroll & HR

Q4 Focus: Operational Efficiency

Highlights

PrismHR Voice of the CustomerMultiple ACH File Processing: Process multiple ACH files with increased security and speed.

PrismHR Voice of the CustomerClickable Phone Numbers: Seamlessly connect employees and contacts with our new clickable phone number feature.

Employee Fields Updates: Improve operational efficiency by importing employee tax information in bulk.

 

For more information about these and other Q4 enhancements, watch the preview video and check out the release notes.

Employee Portal

Q4 Focus: Compliance, Operational Efficiency

Highlights

Enhanced User Role Targeting: Empower clients to efficiently grant SSO access to specific managers, enhancing security and control.

Configuration Performance Enhancements: Improve speed and efficiency with configuration management with quicker retrieval of client lists and streamlined alert activity display.

Unified Employee Experience: Thanks to your customer feedback, we have addressed minor issues and improved performance to deliver an enhanced Employee Portal.

 

For more information about these and other Q4 enhancements, watch the preview video and check out the release notes.

Onboarding and Benefits Enrollment

Q4 Focus: Employee Experience, Compliance, UI/UX

Highlights

New Form I-9: Stay compliant with the revised Employment Eligibility Verification from U.S. Citizenship and Immigration Services—a must-use for all customers by October 31, 2023.

PrismHR Voice of the CustomerEnhanced Onboarding Inclusivity: We’ve introduced the option to hide the Gender field in your workflow, while also renaming the Gender Designation field to just “Gender,” ensuring a more welcoming and inclusive onboarding experience.

UEX Feature Parity: We’ve now aligned with UEX for Benefits Enrollment, introducing a fresh design for ancillary benefit cards and underwriting questions.

UEX Bug Fixes and Redesigns: We’ve addressed crucial bugs and redesigns for a seamless onboarding and benefits enrollment journey.

Ancillary Offers Redesign: Our updated design for the ancillary offer type enhances the presentation of plans like EAP, making them more intuitive and informative. This redesign unlocks the true value of these benefits, allowing customers to showcase the exceptional offerings provided to their employees.

 

For more information about these and other Q4 enhancements, watch the preview video and check out the release notes.

Benefits Administration

Q4 Focus: Operational Efficiency

Highlights

Data Import Tool Updates
The following imports have been rehomed to the Data Import Tool. Users now have the added functionality that provides.

  • Network Zip Code Import: We have conveniently relocated the Network Zip Code Import to the data import tool while keeping the same functionality.
  • Plan Comparison Data: Formerly “Plan Offer Type” import, Plan Comparison Data now dynamically generates download files with custom headers, tailored to your setup.

Group Benefit Plans Enhancements
PrismHR Voice of the CustomerStandalone ACA Section: Simplify benefits management with centrally located fields which display exclusively for plans with insurance medical classes.

PrismHR Voice of the CustomerTermination Date Relocated: Easily identify active plans with the termination date field now conveniently located at the top of the form.

PrismHR Voice of the CustomerCarrier Eligibility Management: Enhance transparency and efficiency with a new reportable field that lets service providers clearly indicate their role in handling eligibility transactions, such as new enrollments, terms, and changes.

PrismHR Voice of the CustomerBenefit Adjustment Details: The Retro Enroll field has been made easily accessible and more user-friendly, by adding a tooltip.

 

For more information about these and other Q4 enhancements, watch the preview video and check out the release notes.

API

Q4 Focus: Performance and Stability, Security, Data Access

Highlights

API Improvements: We’ve updated existing endpoints to improve infrastructure, security, and performance.

PrismHR Voice of the CustomerW-2c Reprint Services: You can now reprint and download a W-2c PDF for a specific employee and provide this functionality in a custom employee portal.

 

Compliance

Q4 Focus: Operational Efficiency

Highlights

PrismHR Voice of the CustomerRemote Location Management Enhancement: Simplify multiple worksite setup and remote employee management. The remote location management feature allows you to effortlessly oversee your remote workforce and streamline employee tax handling. When this feature is enabled, all employees of this location will be treated as if “Override Work Geocode with Resident Geocode” has been enabled.

PrismHR Voice of the CustomerCommon Pay Agent W-2 and W-2c Reporting: Provide employee pay stub transparency with enhanced support for common pay agent W-2 reporting. Now when printing W-2s through a third party, the information will appear on the employee copy within PrismHR.

Year-End Standard Updates: Stay compliant with our year-end standard updates which bring you refreshed PDFs for W-2, 1099, and ACA Reporting.

 

For more information about these and other Q4 enhancements, watch the preview video and check out the release notes.

ClientSpace

Q4 Focus: Operational Efficiency, UI/UX, Data Access

Highlights

PrismHR Voice of the CustomerTechnology Stack Upgrade: A modernized technology stack will enhance performance, bolster security, and unlock innovative UI/UX possibilities.

ClientSpace will feature a more modern user interface with improved performance, and a technology foundation that will allow us to accelerate innovation in the product.

PrismHR Voice of the CustomerSurvey Enhancements: You can now configure questions, responses, and deploy them across all data forms for a truly personalized feedback experience.

PrismHR Voice of the CustomerBenefits Enhancements: Streamline and enhance your experience in the PrismHR core application, creating a cohesive and user-friendly environment for your benefits management needs.

 

For more information about these and other Q4 enhancements, watch the preview video and check out the release notes.

Talent Management

Q4 Focus: UI/UX, Performance and Stability, Operational Efficiency

Highlights

Talent Management Modernization: We are developing a new look and feel for our Talent Management user experience that will allow you to sell, train, and use the product at a higher level.

 

For more information about these and other Q4 enhancements, watch the preview video and check out the release notes.

Final release notes will be available at the time of the release in the Customer Resource Center.

The PrismHR Customer Support Team