January 31st 2024, Release Notes: PeopleMatter| Updates to Federal and State Withholding forms, Applicant list view, Unlock Account and New Notifications

Summary

Select the release feature from the table below to be taken directly to that section of the release note.

Release date for all features: January 31st, 2024

Federal Withholding

• Enabled by default? - Yes
• Set up by customer admin? -No
• Enable via support ticket? - No
• Affects configuration or data? - No
• Roles affected: - 

What's Changing?

The workflow has been updated to include the W4 form text updates for Step 2 as well as the 2024 pdf has replaced the 2023 pdf form. The W4 form and required some text updated for Step 2 on the form. 

Reason for the Change

Providing an up-to-date form for customers residing in the applicable areas. 

Customers Affected

All customers

State Withholding

• Enabled by default? - Yes
• Set up by customer admin? - No
• Enable via support ticket? - No
• Affects configuration or data? - No
• Roles affected: - Everyone.

What's Changing?

Updated State Withholding forms for Arizona, Connecticut, Idaho, Kentucky Wisconsin, Rhode Island, Minnesota, Hawaii, Illinois and Mississippi State

Reason for the Change

Providing an up to date form for customers residing in the applicable areas. 

Customers Affected

All Customers

Applicant List view Updates

• Enabled by default? - Yes
• Set up by customer admin? - No
• Enable via support ticket? - No
• Affects configuration or data? - No
• Roles affected: - Everyone.

What's Changing?

The applicant list view has been updated to allow managers to have a smoother experience. 

Reason for the Change

To help provide a smooth navigation experience for managers.

Customers Affected

All customers. 

Additional Resources 

1. Total Result Counts - this count will display the total number of applicants in the list.

2. Applicant Row - Clicking anywhere in the row will display the applicant’s quick view menu; previously, managers had to click on the applicant name to view this screen.

3. Resume - Clicking the Resume icon in the applicant row will open the resume preview. Clicking the back arrow in the preview will display the applicant’s quick view menu.

4. Applicant Name - Clicking the applicant’s name will open the applicant’s record in a new tab. This will allow for quick navigation throughout the website, as well as preserve filters and list progression as managers review to find the best candidates.

Unlock Account

• Enabled by default? - Yes
• Set up by customer admin? - No
• Enable via support ticket? - No
• Affects configuration or data? - No
• Roles affected: - Everyone.

What's Changing?

To give managers the ability to see an account status for person records that have been locked out of their account. 

Reason for the Change

To provide managers the ability to help their employees log in without the aid of support if the employee locks themselves out of their account.

Customers Affected

All customers.

New Notifications

• Enabled by default? - No
• Set up by customer admin? - Yes
• Enable via support ticket? - No
• Affects configuration or data? - No
• Roles affected: - Everyone.

What's Changing?

Two new notification options are available for managers and administrators. These options are to notify that additional action is required on the employee i-9 or E-Verify case.

• I want to be notified when an i-9 needs to be reverified.

  • Email is sent for active employees who have an i-9 that needs to be reverified in 30 days or less.

• I want to be notified when an E-Verify case receives a Tentative Non-Confirmation Status

  • This notification is sent for employees that are hired with locations that use E-Verify. If your location(s) do not have E-Verify enabled, you will not receive these notifications.

  • Includes: TNC, TNC SSA and TNC DHS statuses

Reason for the Change

 To provide additional transparency into what actionable tasks managers have to take next, as well as alerting them outside of the PM system for a more convenient notice. 

Customers Affected

Al customers.