February 15th 2024, Release Notes: PeopleMatter| State Withholding Form Updates and Employee List Updates

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: February 15th, 2024

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 in selective states.

What's Changing?

Updated State Withholding forms for New York, South Carolina, Oregon, Louisiana, California, Colorado, Rhode Island and Ohio. 

Reason for the Change

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

Customers Affected

All Customers

New Terms/Acronyms 

New York

This state form's pdf was updated to the most recent form. The form did provide one text update, which is reflective in the employee onboarding experience:

Current Text: "Are you a resident of New York City?"

Updated Text: "Are you a resident of New York City (this includes the Bronx, Brooklyn, Manhattan, Queens and Staten Island)?"

South Carolina 

This state form's pdf was updated to the most recent form. The form did provide a text update in the form of year changes- 2023 to 2024. That is reflective in the employee experience as they complete onboarding. 

Oregon

This state form's pdf was updated to the most recent form. The form no longer includes the redetermination option, so that was removed from the employee experience. The form also included some updates to the exception reasons and correlating exemption code. These have been updated to ensure employees have the correct code when selecting a reason for exemption status. 

Louisiana

This state form's pdf was updated to the most recent form. Louisiana now has separate form for the exemption workflow: that new form has been added to the employee experience in onboarding to ensure they fill out that data, when exempt, and the manager is able to see and review that information when the paperwork is complete. 

California, Colorado, Rhodes Island and Ohio

These state forms were updated to the most recent form, but no notable changes were made to the UI.

Employee Count Display

• 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?

At the top of the employee list, a count of results will be displayed. This count will update as filters are applied. 

Reason for the Change

To increase transparency and ease of use when managing that page. 

Customers Affected

All customers

Employee Row Option

• 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?

Managers navigating the system will now be able to click in the space of the row to open an employee record. Previously, this was only available by clicking on the employee's name.

Reason for the Change

To increase transparency and ease of use when managing that page. 

Customers Affected

All Customers