Release Notes: 05/31/2024

This release brings enhancements to hotlists and the interview questionnaire in Beyond, new dynamic query reports, along with plenty of fixes and improvements across TempWorks products.

*Note* For all self-hosted clients, as always, ensure you install all updates to give your users the best experience and new features.

The Highlights

Beyond - Hotlist Enhancements

The following enhancements have been added to hotlists within Beyond:

  • Added the ability to share a hotlist with an unlimited number of teams and/or service representatives.
  • Added the ability to bookmark a hotlist and remove a bookmark.
  • Added the ability to add Customers from basic and advanced search to a hotlist or log a message.
  • Hotlist Details will list each team and/or service representative the list is shared with.
  • Each hotlist will have a summary of the share level:
    • Just for Me
    • Shared with Me
    • Shared with My Team
    • Shared with My Organization

*Note* For more information, please see the article titled Beyond - How to Create and Manage Hot Lists.

Beyond - Interview Questionnaire Enhancements

The following enhancements have been added to the Interview Questionnaire within Beyond:

  • Added the ability to enter the “Interview Name” to newly created interviews.
  • Added the ability to select and add more than one questionnaire of the same category to different interviews.

Dynamic Query Reports

With Dynamic Query reports, you can dynamically select what columns are returned once the report is run.  The general purpose of these reports is to allow you to select what data you would like for the purposes of exporting to Excel or other file types.

The following Dynamic Query reports have been created and are available:
  • Dynamic Employee Query
  • Dynamic Customer Query
  • Dynamic Order Query
  • Dynamic Assignment Query

*Note* The reports are accessible for users who are a member of the "TempWorks Default - Administrator” security group.

The reports can be granted to Report security groups via the “Dynamic Reporting” report group.

For more information on managing security groups, please see the article titled Beyond - Managing Security Groups.

Additional Updates

In Beyond

  • Fixed a visual issue where links would not inherit the primary color of the chosen theme.
  • Fixed an error that would occur when attempting to log messages from Employee or Contact searches.
  • Fixed an issue where the Billing Schedule wouldn’t save as intended when updating via Customer > Invoice Setup > Billing Setup.

In HRCenter

  • Fixed an issue where uploaded documents would be removed when an information page is created that requires more than one page.

In Reports

  • Created a new default report titled Contractor Wage Summary that lists out contractors that have been paid in the year and includes a column for whether they are set to generate a 1099 or not.

*Note* The report is accessible for users who are a member of the "TempWorks Default - Pay Clerk” security group.

The report can be granted to Report security groups via the “Tax Administration” report group.

  • Updated the tax fields within the Indiana Withholding form.
  • Fixed the “Show Taxes” parameter within the default Tax Deposit Breakout report.

Tax Updates:

  • Created the following taxes for Vermont:
    • Child Care Contribution - Employee with a tax rate of 0.11%
    • Child Care Contribution - Employer with a tax rate of 0.33%
  • Updated the Sales Tax for San Diego County, CA to 7.75%.

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