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| title | Release notes - 01/07/2024 |
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| We are continuously enhancing application features and usability issues within the product. The following list was released as part of our release update on Dec 31st, 2023. Federal and State Tax Withholding form changes for the 2024 tax year Following Federal W4 and State Tax Withholding form changes have been moved to our cloud production on Dec 31st, 2023. Candidates routed to Federal W4 and State Tax Withholding activities with a start date of 01/01/2024 or later will start receiving these updated forms. - Federal W4 and States using Federal W4 (New Mexico, North Dakota and Utah)
- For both online and downloaded signed forms
- references to the year 2023 is updated to 2024
- text is adjusted in areas to match the updated form
- Attachment is updated to reflect the new form version
- Arizona and Rhode Island
- For both online and downloaded signed forms, references to the year 2023 is updated to 2024
- Attachment is updated to reflect the new form version
- Downloadable signed form is modified to use the new revised form
- Colorado - Form Revision Update 11/15/2023
- For both online and downloaded signed forms, the year found on the header is updated to 2024
- Attachment is updated to reflect the new form version
- Downloadable signed form is modified to use the new revised form
- Connecticut - Form Revision Update 12/23
- For both online and downloaded signed forms, the effective date on the header is updated to January 1, 2024
- Hyperlinks in the online form for “See instructions” and for the “Instructions” are updated
- Attachment is updated to reflect the new form version
- Downloadable signed form is modified to use the new revised form
- Idaho - Form Revision Update 12-18-2023
- Hyperlink in the online form for “See instructions” is updated
- For both online and downloaded signed forms, label for “ZIP code” is updated to “ZIP Code”
- Attachment is updated to reflect the new form version
- Downloadable signed form is modified to use the new revised form
- Illinois - Form Revision Update (R-7/23)
- Attachment is updated to reflect the new form version
- Downloadable signed form is modified to use the new revised form
- Iowa - Form Revision Update 11/28/2023
- For both online and downloadable signed forms
- year found on the header is updated to 2024
- marital status options are updated to match with the form changes
- claim amount for each dependent is adjusted to 40
- Hyperlink in the online form for “See instructions” is updated
- Attachment is updated to reflect the new form version
- Downloadable signed form is modified to use the new revised form
- Kentucky – Version Update (11-2023)
- For both online and downloaded signed forms
- year found on the header is updated to 2024
- flat rate on the top is updated to 4% and standard deduction amount to 3,160
- Attachment is updated to reflect the new form version
- Downloadable signed form is modified to use the new revised form
- Minnesota
- For both online and downloaded signed forms, the year found on the header and Section 1 F is updated to 2024
- Hyperlink in the online form for “See instructions” is updated
- Attachment is updated to reflect the new form version
- Downloadable signed form is modified to use the new revised form
- New York
- For both online and downloaded signed forms
- NY 2023 image is updated to NY 2024 image
- text is adjusted to match with the form changes
- Attachment is updated to reflect the new form version
- Downloadable signed form is modified to use the new revised form
- South Carolina - Form Revision Update 11/30/23
- For both online and downloaded signed forms, references to year 2022 is updated to 2023 and 2023 to 2024
- Hyperlink in the online form for “worksheet” is updated
- Attachment is updated to reflect the new form version
- Downloadable signed form is modified to use the new revised form
- Wisconsin - Form Revision Update 8-23
- Attachment is updated to reflect the new form version
- Downloadable signed form is modified to use the new revised form
- West Virginia - Form Revision Update 03/2023
- Attachment is updated to reflect the new form version
- Downloaded signed form is updated to not include the second page (Certificate of Nonresidence)
Upcoming future tax enhancements We will continue to add 2024 State tax withholding form updates as States post their adjustment. |
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| title | Release notes - 01/16/2024 |
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| The following list was released as part of our release update on Jan 14th, 2024. State Tax Withholding form changes for 2024 tax year All the following states are updated to latest tax forms and are effective for new hires on or after 01/02/2024. - California – Form Revision Update 53 (12-23)
- Line 3 exemption date is updated from 2023 to 2024
- Attachment is updated to reflect the new form version
- Downloadable signed form is modified to use the new revised form
- Georgia – Form Revision Update 12/19/23
- Updated standard deduction amounts in the displayed additional allowances worksheet
- Attachment is updated to reflect the new form version
- Downloadable signed form is modified to use the new revised form
- North Carolina – Form Revision Update 10-23
- Attachment is updated to reflect the new form version
- Downloadable signed form is modified to use the new revised form
- Oregon – Form Revision Update 08-18-23
- Year found on the header is updated to 2024
- Updated “worksheets” and for the “see Instructions” hyperlinks
- Attachment is updated to reflect the new form version
- Downloadable signed form is modified to use the new revised form
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| title | Release notes - 02/12/2024 |
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| The following list was released as part of our latest release. State Tax Withholding form changes for 2024 tax year All the following states are updated to latest tax forms and are effective for new hires on or after 01/03/2024 for Maine, Mississippi, Ohio and 01/01/2024 for Montana. - Maine – Form Revision Update December 2023
- Updated “instructions” hyperlink
- Attachment is updated to reflect the new form version
- Downloadable signed form is modified to use the new revised form
- Mississippi – Form Revision Update 11/23
- Updated “instructions” hyperlink in line 2 (b) and line 3 to new form
- Attachment is updated to reflect the new form version
- Downloadable signed form is modified to use the new revised form
- Montana – Version Update MW-4 V4 10/2023
- Section 1 and Section 2 are realigned into lines
- Text is adjusted throughout to match the new form
- Reference to 2023 is updated to 2024 in line 5
- Attachment is updated to reflect the new form version
- Downloadable signed form is modified to use the new revised form
- Ohio – Form Revision Update 01/24
- Attachment is updated to reflect the new form version
- Downloadable signed form is modified to use the new revised form
Enhancement to 2023 Tax Forms - Maryland: The field for "County of residence" has been modified to a dropdown selection. The chosen county of residence is validated based on the new hire's residence and working state. If Maryland is the working state, the County of residence dropdown must have "Baltimore" selected. Otherwise, an error message will be prompted when completing the tax form. If Maryland is the state of residence, any value can be chosen in the County of residence dropdown. This validation is applicable only when the residence and working states are different. If both the residence and working states are Maryland, any value can be selected in the County of residence dropdown.
I-9/E-Verify enhancements - DHS case submission process improvements: The process is enhanced to capture any unauthorized errors occurring from incorrect login credentials in the DHS Client Setup or the unavailability of the DHS website and send those details to the designated case submitter configured for the corresponding legal entities via an email notification. Click here to view the details of the DHS case submission process.
- I-9 Master: A new field “Expected Purge Date” is included on the I-9 Master page for transactions in the “Ready to Purge” status. This field will not be visible for transactions in other I-9 statuses. Please click this link to view the I-9 Master details for “Ready to Purge” transactions.
Improvements to dashboards - I-9 Insight:
- The secondary pop-up page, which presents I-9 transactions linked to a particular segment of the graph or Document States, has been enhanced with the following updates:
- Introduction of a new column for legal entity (Company/Business Unit).
- Modification of the Hire Date value to display either the invitation’s Start Date or the Revised Start Date/Section 2 Hire Date/Supplement B Rehire Date, if available. Previously, the Hire Date value solely reflected the Start Date of the invitation.
- Two additional columns have been added on the secondary pop-up page from Document States to display the business process status and process type (Primary or Linked).
- The I-9 Compliance section previously positioned at the bottom of the I-9 insight has been removed. It is recommended to access I-9 compliance information through the keyword search category "I-9 Compliance".
To view the above mentioned changes in the I-9 Insight, please click this link. Miscellaneous enhancements and bug fixes - The issue encountered while downloading attachments from the process viewer for certain scenarios has been resolved.
- The following legacy items have been deactivated, and the corresponding menu options have been removed from the left navigation:
- The capability of enabling DHS integration via Centralized DHS Setup.
- The DHS Case Alerts feature, which previously provided insights into E-Verify cases.
- Document attachments has been enhanced to accommodate the “heic” file extension.
- The Keyword Search results for “I-9 Status” category has been refined to include invitations that have been force completed.
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| title | Release notes - 03/31/2024 |
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| The following list was released as part of our release update on Mar 31st, 2024. State Tax Withholding form changes for 2024 tax year The following state is updated to the latest tax form and is effective for new hires on or after 01/04/2024. - Missouri – Form Revision Update 12-2023
- Attachment is updated to reflect the new form version
- Downloadable signed form is modified to use the new revised form
Enhancement to the tax form print for California State: The field for "Employer’s Name and Address" has been updated to allow longer addresses to display correctly. Previously, addresses that were too long would be cut off if they didn't fit within the space provided. Miscellaneous bug fixes - The issue with accessing terminated transactions from the Reverify Console using the I-9 Specialist role has been resolved.
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| title | Release notes - 04/21/2024 |
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| We are happy to announce the following EAD date calculation adjustment has been released as part of our update on April 21st, 2024. Temporary increase of automatic extension of EADs from 180 days to 540 days: On April 8, 2024, the Department of Homeland Security (DHS) announced a temporary final rule (89 FR 24628), increasing the automatic extension period for Employment Authorization Documents (EAD) by an additional 360 days beyond its usual 180-day timeframe, allowing for a total extension of up to 540 days of authorization. Following this update, the temporary extension of the employment authorization to up to 540 days is now in effect. This regulation applies to all EAD auto extension transactions processed after the implementation of this update and is anticipated to remain in effect until September 30, 2025. Following the likely reversion by DHS to the standard 180-day extension period after September 30, 2025, our application will be adjusted accordingly, and changes will be communicated through our release notes. Further details can be accessed on the EAD auto extension page.
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| title | Release notes - 04/29/2024 |
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| We are pleased to introduce two new features for Smart Onboarding/Smart I-9 customers that we think you’ll enjoy. Search results from the Console search and dashboard may now be configured to allow result export to Excel. Please read below on how to set up this feature for your organization. Additionally, a new menu item, Packet Download, is now available to System Administrators to export multiple packets at once based on selections. These improvements are now live as part of our latest release update on April 28th, 2024. Console Search and Dashboard Results Export An “Export to Excel" button will now be seen at the bottom of the consoles and at the top right of any dashboard results for configured roles. After performing a search, results may be downloaded in an Excel format. Note that filtering by the Quick Filter feature will not limit results in the export. In addition to the result columns displayed on the page for Invitation/Help Desk Consoles, standard Attribute information (i.e. Company, Business Unit, Department, Location, Job Code) and invitation additional attributes will be as columns in the file. To review details about our new data export feature please visit our online documentation. To enable this feature, your organization’s System Administrator must configure the role(s) they wish to allow for data export. A new link may be found on the left menu under Organizational Management. A new link for “Data Export Security” may be found under the Options category. Once roles have been assigned, the export button will appear for those users assigned to the role(s). Please click here to learn more about configuring your organization to enable the data export from your consoles and dashboards. Packet Download for System Administrators A new menu item, Packet Download, has been added under the left menu under the Reports/Dashboards section for System Administrators. This feature allows customers to efficiently locate employees’ process packets for download. Based on your selection, multiple employees’ packets can be downloaded at a time (max 300). Upon initiating the download packet request, the system will create a zip file containing the selected invitations and a summary invitation list of your request. This file will be available for download for 24 hours before a new request is required. Further details can be found on the Packet Download page. |
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| title | Release notes - 05/20/2024 |
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| The following list was released as part of our release update on May 19th, 2024. I-9/Invitation Summary page enhancements Improvements in the I-9 Summary: - The I-9 Progress has been adjusted across all scenarios to be in sync with process activity completion. Additionally, the I-9 Life Cycle has been updated to accurately display the I-9/DHS statuses. Please click here to view the updated I-9 Summary of all hire, rehire and additional I-9 process scenarios.
Tweaks in the Invitation Summary for additional I-9 and linked invitation processes: - For additional I-9 processes, the issue of displaying incorrect user and date & time details in the Process Life Cycle has been resolved. Furthermore, the user registration step has been removed from the Process Life Cycle for these invitations, as it is not applicable.
- For invitations linked to an existing user account from the primary invitation process, the user registration step in the Process Life Cycle will indicate that the registration has already been completed in the primary invitation process. In this scenario, the user details section will display the user account information from the primary invitation process.
- For more information on the changes to the Invitation Summary for these processes, you may visit our online documentation.
Miscellaneous bug fixes - The issue with accessing the DHS Case Details report for transactions from the previous DHS E-Verify ICA version (v30) via both the E-Verify Console and the Keyword Search ‘E-Verify Console’ category has been resolved.
- The date format in the search result Excel file downloaded from consoles has been standardized to match the format used within the consoles. Additionally, the display of the "Export to Excel" button has been adjusted for consistent behavior across all consoles, ensuring the button does not appear when no search results are found for the specified criteria.
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| title | Release notes - 05/28/2024 |
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| The following list was released as part of our release update on May 26th, 2024. Data export functionality has now been extended to Keyword Search The data export functionality previously implemented in Consoles and Dashboards is now available for Keyword Search. Users with roles configured for data export will see an "Export to Excel" button at the top right of the Keyword Search results. Clicking this button allows users to download the search results in Excel format. To review details about our new data export feature in Keyword Search, please visit our online documentation. Miscellaneous Bug Fixes The field label “Eligibility Type” has been changed to “Citizenship Status” wherever it appears on DHS pages, I-9 Summary, I-9 Insight, Consoles and Keyword Search pages. |
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| title | Release notes - 06/30/2024 |
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| The following list was released as part of our release update on June 30th, 2024. I-9 and E-Verify enhancements - Updates in the I-9 Insight: The secondary page for I-9 totals and List A & List B & C tiles now features an additional column for the legal entity (Company/Business Unit). This enhancement has already been implemented on the secondary pop-up pages accessed from other segments of the graphs and Document States. Please click here for further details about this new enhancement in I-9 Insight.
- Processing out-of-compliance employee duplicate case transactions has been simplified: Customers can now handle Employee Duplicate Case transactions that are out of compliance without needing SmartERP support intervention. Previously, Duplicate case transactions where case creation was not completed within three business days resulted in an error, requiring an overdue delay reason code to proceed with case creation. These transactions are now flagged with a message on the Duplicate Case Reasons page upon loading, prompting users to resubmit the case with a proper overdue delay reason code. For instructions on processing these transactions, please visit the duplicate case section in our online documentation.
Updates for customers subscribed through ADP Marketplace - Direct Deposit details can now be integrated for future dated hires and rehires.
- The priority of accounts is set when multiple accounts are provided in Direct Deposit.
- Instructions on the “Send Candidate Data to HR” page have been updated to include information on rehire Direct Deposit accounts.
- An error message is presented during system push if existing Direct Deposit information is not made inactive for a hire before updating details for the same account type during a rehire. Please click here to learn more about rehires.
Miscellaneous enhancements and bug fixes - Console search pages will retain on the page number after clicking on a link that appears on page 2 and opens a new window (i.e. View Process). Previously the search would jump back to page 1 and require a user to re-navigate to the correct search result page. While the console links open the corresponding details in a new window, the console search remains on the same page in the previous window.
- Issue with downloading attachments via the "Download attachments" from the process viewer page when attachments with identical file names were uploaded within different process activities has been resolved. The files included in the zip file of downloaded attachments will now have a number appended to them if the file names are the same.
- Smart Onboarding and Smart I-9 customers will now see new I-9 process variables referencing Section 1 details when creating new content within Content Revisions or adjusting activity routing conditions within Process Revisions.
- Restarted processes containing an I-9 will now display the correct signed dates on the I-9 Summary page under I-9 Progress.
- Resolved the issue with displaying BMP file type images when configured in the Content Revision Image Management.
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| title | Release Notes - 12/30/2024 |
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| The following list was released as part of our release update on Dec 29th, 2024. State Tax Withholding form changes for the 2024 tax year The following states have updates to their 2024 tax forms and are effective for new hires on or after 08/01/2024 for Colorado, Kansas, Louisiana, 01/03/2024 for Iowa, 04/19/2024 for Georgia and 01/04/2024 for Montana. - Colorado – Update to the 2024 Tax Form
- Attachment is updated to reflect the new form version
- Downloadable signed form is modified to use the new revised form
- Georgia – Form Revision Update 04/19/24
- Updated “Marital Status” options to display fields. The Marital Status selection for line 3 must now be entered in line 7.
- Updated “Additional Allowances” amount in the worksheet to 4,000.
- Attachment is updated to reflect the new form version
- Downloadable signed form is modified to use the new revised form
- Iowa – Update to the 2024 Tax Form
- The online form is updated to add validations for line 1 “Personal Allowance”, line 2 “Allowances for dependents” and line 6 “Total Allowances”.
- Hyperlink in the online form for “See instructions” is updated.
- Kansas – Form Revision Update (Rev. 7-24)
- Attachment is updated to reflect the new form version
- Downloadable signed form is modified to use the new revised form
- Louisiana – Form Revision Update R-1300 (1/23)
- Attachment is updated to reflect the new form version
- Downloadable signed form is modified to use the new revised form
- Montana – Update to the 2024 Tax Form
- The online form is updated to display an error message when both line 3 and line 4 are entered.
Federal and State Tax Withholding form changes for the 2025 tax year The Federal W4 and the following states are updated to the 2025 tax forms and are effective for new hires with a start date of 01/01/2025 or later. - 2025 Federal W4
- For both online and downloaded signed forms
- references to the year 2024 is updated to 2025.
- the text is adjusted in areas to match the updated form.
- Attachment is updated to reflect the new form version.
- Downloadable signed form uses the newly revised version.
- Arizona – Updated to the 2025 Tax Form
- For both online and downloaded signed forms, the header displays the year 2025.
- Attachment is updated to reflect the new form version.
- Downloadable signed form uses the newly revised version.
- Colorado – DR 004 Form Revision Update (11/25/2024)
- For both online and downloaded signed forms, the header displays the year 2025.
- Attachment is updated to reflect the updated form version.
- Downloadable signed form uses the newly revised version.
- Kentucky – Version Update (11-2024)
- For both online and downloaded signed forms
- the header displays the year 2025.
- the standard deduction amount is updated to $3,270.
- Attachment is updated to reflect the updated form version.
- Downloadable signed form uses the newly revised version.
- South Carolina - Form Revision Update 11/21/2024
- For both online and downloaded signed forms, references to the year 2023 is updated to 2024 and 2024 to 2025.
- Hyperlink in the online form for “worksheet” is updated
- Attachment is updated to reflect the new form version
- Downloadable signed form is modified to use the newly revised form
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