Focus Areas: Operational Efficiency, Compliance & Self-Service Functionality
The September 2026 Release is scheduled to be deployed on 9/24 and 9/25. 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 June 2026, July 2026 and August 2026 releases.
Payroll Calculation Center Open Beta: Simplify payroll processing for worksite managers by allowing them to start payroll calculations directly in Portal. Managers can review timesheets, clear pre-calculation warnings, check payroll and invoice details and submit payroll for approval without switching to PrismHR Core. This capability is now rolling out in Open Beta.
Paid Family Medical Leave (PMFL) True-Up: Improve imputed income accuracy by calculating PMFL employer pick-up using full year-to-date amounts, including current voucher wages. Beginning with the September release, payroll calculation will automatically update total year-to-date imputed income with each payroll run. No additional setup is required.
Shared View Scheduled Deliveries: Give authorized users more control over report distribution by allowing them to schedule recurring deliveries for shared views without needing the view owner to set them up. This reduces dependency on view owners and helps teams get important information to the right people on the schedule that fits their business needs.
Pagination for Timesheet Details: Improve timesheet data retrieval with pagination for Timesheet Details, allowing payrolls with more than 5,000 entries to return all employee timesheet details through the TimesheetService.getTimeSheetDetails API.
Font Settings for Handbooks: Customize handbook presentation by configuring font styles, sizes, and formatting, giving users more control over how employee handbooks appear.
Federal & General Filters: Find relevant handbook policies faster with new filters for federal requirements and general policies inside the handbook builder.
Download Comparisons in CSV/Excel Format: Support offline analysis and reporting by exporting comparison results to CSV or Excel.
Document Management Integration for Handbooks: Streamline handbook delivery by sending handbooks to PrismHR through an integrated document management system.
AI Case Summary: Accelerate case review with a one-click summary that helps users quickly understand key case details, notes and activities. ClientSpace generates a clear summary with priority context and recommended next steps, helping anyone who picks up the case get caught up faster.
Round Robin Case Assignment: Balance incoming work across teams by automatically assigning cases and forms to the next eligible team member. The workflow skips users who are out of office and includes a fallback assignee, helping ensure work stays covered and nothing is left unclaimed.
Age-Banded Rates in Benefit Plan Manager: Improve pricing visibility by showing age, tobacco, and gender-banded rates directly in Benefit Plan Manager across summary, plan comparison, and signature views. Users can review key rate information where plan decisions are made, with full rate details available one click away.
PrismHR Service Provider Invoicing: Simplify client billing with an in-platform invoicing flow that allows PrismHR to invoice the service provider directly. Service providers can mirror that invoice with customized SMB pricing, keeping pricing, management and the final client invoice handled in one place.
Localized Tax Onboarding: Support compliant global hiring by automatically applying country-specific tax data during onboarding. The data surfaces natively and dynamically wherever workers are onboarded, helping keep every hire aligned with local requirements regardless of location.
September Focus: Operational Efficiency, Compliance
Temporary Disability Insurance (TDI) Rate Annual Effective Dating: Plan for Hawaii TDI updates by setting weekly maximum earnings, rates and client exceptions by calendar year, allowing teams to configure new year rates while continuing to process current year payrolls.
OBBBA FLSA Recalculation Background Processing: Run OBBBA recalculations more efficiently with background processing that allows large datasets to complete without staying tied to the current form or session. Users can safely navigate away, log out or close the tab while recalculations continue, helping maintain productivity without disrupting daily workflows.
Paid Family Medical Leave (PMFL) True-Up: Improve imputed income accuracy by calculating PMFL employer pick-up using full year-to-date amounts, including current voucher wages. Beginning with the September release, payroll calculation will automatically update total year-to-date imputed income with each payroll run. No additional setup is required.
Minor SUI Tax Code Suppression: Improve SUI reporting accuracy by suppressing certain minor SUI tax codes directly in PrismHR setup files, helping prevent agency rates, account numbers and wages from being overwritten during imports. This enhancement extends the existing Client Setup suppression option with no new configuration required, while Periodic and Quarterly JSON exports continue to send tax amounts only.
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For more information about these enhancements, check out the release notes.
September Focus: Operational Efficiency, Self-Service Functionality
Shared View Scheduled Deliveries: Give authorized users more control over report distribution by allowing them to schedule recurring deliveries for shared views without needing the view owner to set them up. This reduces dependency on view owners and helps teams get important information to the right people on the schedule that fits their business needs.
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For more information about these enhancements, check out the release notes.
September Focus: Operational Efficiency, Integrations
PrismHR Global Webhook Implementation: Keep worker records current with automatic updates from PrismHR Global into Hiring through expanded webhook subscriptions. Worker updates sync without manual resyncs, helping records stay accurate without requiring teams to trigger a refresh.
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For more information about these enhancements, check out the release notes.
September Focus: Operational Efficiency, Performance and Stability, Integrations, Data Access
Pagination for Timesheet Details: Improve timesheet data retrieval with pagination for Timesheet Details, allowing payrolls with more than 5,000 entries to return all employee timesheet details through the TimesheetService.getTimeSheetDetails API.
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For more information about these enhancements, check out the release notes.
September Focus: Operational Efficiency
Copy Unbundled Billing Rules: Accelerate billing rule setup by copying one or more Unbundled Billing Rules to one or more clients, helping teams apply new rules across clients more efficiently.
Payroll Audit Report Improvements: Customize payroll audit reviews by setting variance thresholds at the Global or Client level by variance type, allowing teams to override system defaults and compare results against the criteria that fit their needs. Export variance data to Excel with each variance category organized on its own worksheet tab for easier review and analysis.
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For more information about these enhancements, check out the release notes.
September Focus: Operational Efficiency, UI/UX
Manage Documents UI Upgrade: Navigate documents faster with a move to the Prismatic design system, featuring a tabbed layout, breadcrumb navigation and sortable document columns for a more intuitive user experience.
AI-Assisted Search: Find documents faster by describing what you need in plain language instead of manually configuring search filters. Users can enter requests in their own words, review the automatically generated search criteria and adjust before applying the search, helping simplify document discovery and improve search efficiency.
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For more information about these enhancements, check out the release notes.
September Focus: Operational Efficiency, Self-Service Functionality
Payroll Calculation Center Open Beta: Simplify payroll processing for worksite managers by allowing them to start payroll calculations directly in Portal. Managers can review timesheets, clear pre-calculation warnings, check payroll and invoice details and submit payroll for approval without switching to PrismHR Core. This capability is now rolling out in Open Beta.
Additional Self-Service Reports: Expand payroll and compliance visibility with 14 new self-service reports added to the Portal Reports page, including Payroll Check Journal, Gross-to-Net Register, Payroll Garnishment, SUTA Tax Liability, Labor Distribution and more, giving clients access to key reporting without leaving Portal.
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For more information about these enhancements, check out the release notes.
September Focus: Operational Efficiency
Post Benefit Enrollments Updates: Streamline benefits posting with new tools to manage enrollment batches more efficiently. Users can delete all items in a batch, multi-select clients, filter by employment status and archive terminated employees directly from the Posting form.
Bulk Update Group Benefit Plan Data: Streamline benefit plan maintenance with a new form that allows users to bulk update the 3rd Party COBRA field within Group Benefit Plans. Additional fields will be added in future releases to expand bulk update capabilities.
Retirement Benefit Group Required Field: Improve benefit enrollment data accuracy by allowing users to configure Retirement Benefit Group as a required field for new hires and dependents, including through the corresponding company override form.
Field Audit for Benefit Enrollment Plan Details: Review field-level changes directly in Benefit Enrollment Plan Details with newly available Field Audit functionality.
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For more information about these enhancements, check out the release notes.
September Focus: Operational Efficiency, Integrations
Client Status and Employer Targeting: Reach the right audiences faster with new Client Status and Employer filters for recipients, Custom Groups, recipient columns, and message variables. Users can target employees at active clients in one step or narrow communications to a single employer, eliminating the need to pull reports or add clients one at a time.
Position and Manager Targeting: Connect with the right employees faster using Position and Manager as recipient filters, Custom Group conditions, recipient columns, and message variables. Users can send communications to employees in a specific role, target a manager’s direct reports, or route messages to managers without maintaining separate lists.
HCM Integration: Streamline employee communication with a direct connection between Communication Hub and HCM. Users can send campaigns from an HCM-sourced account, keep employee data current with automatic syncing, see only the fields that apply to HCM data, and return to HCM from Communication Hub in one click.
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For more information about these enhancements, check out the release notes.
September Focus: Operational Efficiency, Employee Experience, Data Access, Compliance
AI Case Summary: Accelerate case review with a one-click summary that helps users quickly understand key case details, notes and activities. ClientSpace generates a clear summary with priority context and recommended next steps, helping anyone who picks up the case get caught up faster.
Round Robin Case Assignment: Balance incoming work across teams by automatically assigning cases and forms to the next eligible team member. The workflow skips users who are out of office and includes a fallback assignee, helping ensure work stays covered and nothing is left unclaimed.
Age-Banded Rates in Benefit Plan Manager: Improve pricing visibility by showing age, tobacco, and gender-banded rates directly in Benefit Plan Manager across summary, plan comparison, and signature views. Users can review key rate information where plan decisions are made, with full rate details available one click away.
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For more information about these enhancements, check out the release notes.
September Focus: Operational Efficiency, Compliance
ITIN Registration: Simplify contractor onboarding by allowing independent contractors to choose SSN or ITIN during registration. Both identifiers are validated against IRS rules, confirmation entry helps catch typos before submission, and the selected identifier flows automatically onto the W-9.
Created By Column for Onboarding Plans: Trace onboarding plan ownership faster with a new Created By column on the Plans grid. Admins can see who created each plan, sort by creator, and filter with type-ahead, multi-select search to answer client questions without digging.
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For more information about these enhancements, check out the release notes.
September Focus: Integrations, UI/UX
Font Settings for Handbooks: Customize handbook presentation by configuring font styles, sizes, and formatting, giving users more control over how employee handbooks appear.
Federal & General Filters: Find relevant handbook policies faster with new filters for federal requirements and general policies inside the handbook builder.
Download Comparisons in CSV/Excel Format: Support offline analysis and reporting by exporting comparison results to CSV or Excel.
Document Management Integration for Handbooks: Streamline handbook delivery by sending handbooks to PrismHR through an integrated document management system.
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For more information about these enhancements, check out the release notes.
September Focus: Operational Efficiency
Global Settings Menu Enhancements: Simplify Workforce Management account setup with a more organized Global Settings menu that makes key options easier to find. New section headers, simplified names, frequently used links at the top, and updated menu locations help users navigate setup tasks more efficiently.
Manager PTO Calendar View: Improve PTO visibility for managers with a calendar view that makes it easier to review, approve and request time off. Managers can switch from list view to calendar view and view requests by week, biweekly period, or full calendar, helping them manage PTO activity more efficiently.
Holiday Pay from Timesheet View: Simplify holiday pay entry by allowing users to add holiday pay directly from the timesheet view. Users can select Add Holiday from the three-dot menu and name the custom holiday, reducing extra navigation when updating timesheets.
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For more information about these enhancements, check out the release notes.
September Focus: Operational Efficiency, Self-Service Functionality, Compliance
PrismHR Service Provider Invoicing: Simplify client billing with an in-platform invoicing flow that allows PrismHR to invoice the service provider directly. Service providers can mirror that invoice with customized SMB pricing, keeping pricing, management and the final client invoice handled in one place.
Localized Tax Onboarding: Support compliant global hiring by automatically applying country-specific tax data during onboarding. The data surfaces natively and dynamically wherever workers are onboarded, helping keep every hire aligned with local requirements regardless of location.
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For more information about these enhancements, check out the release notes.
