Our new support login location can be found below.
Our new support login location can be found below.
The Q4 2024 Release is scheduled to be deployed on the following Saturdays: 11/2, 11/9, 11/16. 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.
Revamped Homepage: A redesigned homepage featuring a modern aesthetic enables users to organize reports by category, providing enhancements to the user experience, accessibility and usability. Scheduled for release late December
Payroll History, Summary, and Reports for Worksite Managers: Improve access to data for authorized worksite managers with the ability to view and download payroll history reports, including GL files and invoices.
Offer Type Field Requirements: Beginning in Q1 2025, the Offer Type field for Group Benefit Plans will become a required field and we encourage users to prepare in advance. A new import is available to easily populate the data.
New Dependent Care FSA Offer Type: Reduce employee confusion with a separate enrollment workflow for Dependent Care Flex Spend Account Types which now have a dedicated Offer Type (DEPFSA).
Benefit Plan Manager: Save time and reduce errors by automatically syncing information between ClientSpace and the Benefit Plan Manager, allowing SMB clients to seamlessly renew benefit plans and update contributions for the new year even if they do not have a ClientSpace account. Scheduled for release Q1 2025
AI-Powered Position Description & Salary Range: Position descriptions and salary range analysis are now AI-generated based on the Position record. Scheduled for release 1H 2025
WATCH: Top Q4 Release Highlights
WATCH: Q4 Release Preview and Q&A
Revamped Homepage: A redesigned homepage featuring a modern aesthetic enables users to organize reports by category, providing enhancements to the user experience, accessibility and usability. Scheduled for release late December
Import Third-Party Data via CSV Files: Improve efficiency and insight by importing third-party data via CSV files into the PrismHR Data Warehouse, allowing users to perform analytics on the imported data and integrate it with existing PrismHR data.
Native Analytics Dashboard: Gain visibility into how worksite managers and service provider users utilize the Report Center platform with the new Native Analytics Dashboard designed to provide insights into the reports they access.
Billing Dashboard: Increase visibility into license types and adoption rates of the next-gen Report Center.
For more information about these and other Q3 enhancements, watch the preview video.
Check out guides and webinars to help
you get started on the new platform.
Client Notes Enhancements: You can now organize your client information in categories, improving visibility and allowing you to access data quicker and in a logical way.
Import Favorites: When setting up new users or pushing new features to existing users, you can create and apply a template that quickly enables a set of functionality in the favorite bar for one or more users.
For more information about these and other Q3 enhancements, watch the preview video and check out the release notes.
Q4 Focus: Data Access, Operational Efficiency, Self-Service Functionality
Payroll History, Summary and Reports for Worksite Managers: Improve access to data for authorized worksite managers with the ability to view and download payroll history reports, including GL files and invoices.
Update Retirement Contributions in Employee Portal: Enhance employee experience and self-service functionality by enabling updates to Roth and 401k contributions directly in the Employee Portal.
Configuration Template Auditing: Get increased visibility into who made template changes—and when—with new auditing screens that provide easy filtering, searching, and sorting.
For more information about these and other Q4 enhancements, watch the preview video and check out the release notes.
Q4 Focus: Operational Efficiency,
UI/UX
Offer Type Field Requirements: Beginning in Q1 2025, the Offer Type field for Group Benefit Plans will become a required field and we encourage users to prepare in advance. A new import is available to easily populate the data.
FSA and Retirement Plan Enrollment Enhancements: Simplify the enrollment process by providing direct links to all relevant maintenance and inquiry forms, eliminating the need to search for them individually.
Benefit Adjustments Form Enhancements: An enhanced user experience in the Benefits Adjustment form allows users to filter adjustments to view only completed or outstanding items with a link to vouchers associated with processed adjustment cycles.
Auto Escalator Provision Fields: Ensure compliance with the Auto Escalator provision under the Secure 2.0 Act (effective 1/1/25) with new fields added to indicate retirement plans and participants that are subject to this provision.
General System Enhancements: Reduce costly accidental errors with numerous new validations in the system.
New Dependent Care FSA Offer Type: Reduce employee confusion with a separate enrollment workflow for Dependent Care Flex Spend Account Types which now have a dedicated Offer Type (DEPFSA).
Document Management Guardrails in Onboarding and Benefits Enrollment: Decrease frustration and the need for submitting a support case with the prevention of deleting in-use documents.
Remove Dependents from PET and LGL Plan Cards: Simplify employee enrollments for Pet and Legal insurances with the elimination of the enroll dependents option.
ACH File Streaming Service: Increase operational efficiency and security by allowing the access and download of an ACH to a secure server rather than an individual user’s computer.
Mask Payrates: This enhancement provides more flexibility to apply data masking on payrates when accessing employee data via the getEmployee endpoints. Additional information available in API docs.
Option Level Security: Remove payrate information with additional option level security on getHistory.
For more information about these and other Q3 enhancements, watch the preview video and check out the release notes.
AI-Powered Position Description & Salary Range: Position descriptions and salary range analysis are now AI-generated based on the Position record.
Full Integration with Onboarding: Increase operational efficiency and accuracy with the ability to directly hire and push candidates from the ATS to Onboarding with our seamless PrismHR payroll integration.
Redesigned Candidate Detail Screen: Improve usability with a brand new candidate experience that prioritizes core functions and key details.
Wizard-Based Job Posting Workflow: Simplify the job posting process for users with a step-by-step guided workflow.
Assessments Powered by New Form Builder: Increase flexibility for candidate evaluations with our new Form Builder that powers an enhanced Assessment tool.
Enhanced Indeed Integration: An improved integration with Indeed includes disposition data and a streamlined assessment question flow.
For more information about these and other Q3 enhancements, watch the preview video and check out the release notes.
Global PTO Accrual: Global PTO can now accrue local PTO plan vs. State PTO plan for easier setup, review and use of Global PTO benefit plans.
Secure 2.0 Increased Catch-up Contributions: Stay compliant with upcoming Secure 2.0 options for increased catch-up contributions for employees aged 60-63, effective January 1, 2025. Our flexible system and retirement plan setup ensure seamless adherence, with the option to customize and disable this feature for specific clients as needed.
W-2 Updates: Ensure accuracy on W-2s with Alabama and Vermont state taxes that have now been updated.
For more information about these and other Q4 enhancements, watch the preview video and check out the release notes.
Benefit Plan Manager: Save time and reduce errors by automatically syncing information between ClientSpace and the Benefit Plan Manager, allowing SMB clients to seamlessly renew benefit plans and update contributions for the new year even if they do not have a ClientSpace account.
UI Refresh: Enjoy an enhanced user experience with an updated user interface that gives ClientSpace a modern and fresh look to match the PrismHR platform.
Employee Certifications and Skills: Increase operational efficiency with an integration between Employee Certifications and Skills fields from PrismHR which will allow you to generate workflows and emails based on these fields.
For more information about these and other Q4 enhancements, watch the preview video and check out the release notes.
New Bulk User Invite: Save time by mass-inviting groups of employees or managers to the platform.
CRM Provisioning App: Easily create, update, and manage WFM accounts with a new Provisioning App that includes login and role permissions for account and time clock provisioning per PrismHR instance.
Client Usage Report: View a client’s billable usage metrics, including active employees, clocks, and service packages, directly from the Reports menu.
PEO Client Usage Report: Summarize billable usage for all clients, including active employees, clocks, and service packages within the Provisioning App.
PrismHR Integration – Exclude Wages: You can now exclude wages from syncing between platforms.
For more information about these and other Q4 enhancements, watch the preview video and check out the release notes.
