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We are continuously enhancing application features and usability issues within the product. We have been communicating these changes to our customers through our frequent releases.

The specifics of each release is provided in the list below. Please click on the link to see the details.


 Release notes for 2019
 Release notes - 01/20/2019

Following features have been released in this version:

Invitation Console

Invitation Console is re-architected to retrieve rows faster. With this update, you will notice faster response. 

 Release notes - 04/28/2019

Following features have been released in this version:

Revision Enhancements

  • We have now introduced additional revision type. "Attribute" revision is exclusively used to create new attributes, modify existing, change their hierarchy or setup/edit supplemental attribute information. We have decoupled this from "Process" revision. 

Invitation Improvements

  • We now support "Additional" Invitations. Using this foundation, for customers that cannot work with "restarts" will now be able to launch additional invitations against pre-established business process. 

New I-9 Module

    • We now support up to 5 prepares/translators for Section 1 participant 
    • Revised I-9 Summary page is created that can be accessed from new I-9 Console 
    • I-9 Audit improvements are released with online viewing and print support
    • Reverifications made easy. You can now take "Reverification" action from I-9 Console 
    • Update SSN, Section 1 Corrections, Receipt Update and Section 2 Corrections made easy 

    • E-Verify and I-9 compliance has been decoupled to support customers that are required to do I-9 but, not have E-Verify participation 

 Release notes - 09/08/2019

Following list is what is being released as part of our release update that is scheduled for September 7th, 2019. 

I-9 Enhancements 

 Remote I-9 Improvements 

    • Your I-9 Specialists can now invite on-demand your Authorized Representatives.

Earlier version required you to have these pre-defined in the user pool, but this version allows simplified invite. For more information, click here. 

I-9 AutoFill Improvements

    • For Organizations that do not want I-9 form to be pre-populated with the information collected in the Biographic Information page for the Name, Address, Email, Phone etc., you can make your new hire to manually fill in such personal details in I-9 Section 1 before it can be electronically signed. You now have new “property” - I-9 AutoFill, which can be toggled to achieve the right behavior. For existing configurations, we will keep the default value for this flag as “Yes” to retain current functionality. For more information, click here. 

I-9 Audit Report Improvements

    • This report now conforms to DHS published rules. Online version and printed reports now conform to this standard. For more information on all I-9 Audit Report Improvement changes, click here. 

I-9 Field Label Changes

    • We have changed field labels for the I-9 online form and printed output to be consistent with the paper form I-9. 

I-9 Self Service Process Tweaks

    • There are various ways of initiating employee self-service and employer initiated I-9 filing actions. For more information in understanding these self-service processes, click here. 

Miscellaneous fixes 

    • I-9 search match is better handled to only pull I-9s that are not currently in process flow. 
    • Revised Start Date will be stamped now if the employees start date is different than what it has been entered on the invitation. 
    • Work Authorized Expiration Date will only show in I-9 Insight for Aliens and Legal Permanent Residents only. 
    • Included new field ‘Start Date’ on the I-9 Master Component. 
    • I-9 Status value is now re-labeled to “Ready for Purge” instead of “Purged”. 
    • Preventing I-9 Restarts from when the page is accessed outside of Business Process. 
    • HR and Employee initiated Self Service transactions are linked to the primary Hire/Rehire invitations via Additional Invitation link.

Ad-hoc reporting Foundation 

    • We are almost ready to deliver ad-hoc reporting features using Oracle Analytics Cloud as our platform of choice for the business intelligence reports. This version upgrade includes some foundation elements that facilitate assignment of right roles within Oracle Identity Cloud Services. A subsequent release will push the required content needed for your super users that have “Analytics” role to be able to create ad-hoc reporting of your onboarding data. 

Process Management Improvements 

    • We have new Process Launcher Template for BPM-lite use cases. There are some processes where number of activities within the process are minimal or want to have certain data capture happen in a do-modal style from another application. This process launcher facilitates such use cases. 

API Enhancements 

    • Invitation Additional Attributes – We now support custom attributes from your system to be captured against invitation. These additional attributes are stored against the primary invitation. In the current version these attributes are not visible on any pages or participate in search fields. We will be enhancing these fields to be visible online and be part of the searchable list of attributes within “invitations” category within elastic search. 

 Upcoming Future Enhancements 

    • E-Verify integration upgrade to V30. 
    • E-Verify as a service – Organizations can take advantage of orchestrating E-Verify case management as a service. SmartERP will now accept your current I-9 Data collected in your current system be synced via APIs to support E-Verify case generation seamlessly. This eliminates duplicate data entry in DHS website. 
    • Form I-9 Internal/External Audit Features – You can do a self-audit your I-9 to stay compliant and to better prepare when ICE external audit is triggered. 
    • Smart Form Improvements to include Fillable PDF documents as part of your process. 
    • Process Improvements: 
      • Ability to by-pass (optout) certain activities. 
      • Enable proxy user for a limited set of activities as opposed to the whole process. 
    • You will be able to subscribe to ADP’s Work Opportunity Tax Credit Service as another offering. This requires you to subscribe to ADP’s offering before it can be part of your Employee Onboarding process. 
    • Action-able Search Results – We will be eliminating consoles and replacing them with Elastic Search. Search results support certain actions to be performed that are contextual. 
    • Business Intelligence for power users. 
 Release notes - 11/10/2019

Following improvements are being released as part of our release update on October 10th, 2019: 

  • E-Verify integration upgrade to V30 using REST APIs. Starting with this release we will take advantage of all the new features that are made available within E-Verify Version 30. All cases that are in-flight will continue to be operational post upgrade. Each of your web services account(s) will be sent to DHS to map to the V30 API signatures. Click here to know about E-Verify with V30 changes. 
  • DHS Case Alerts page is added to E-Verify Administrators. You no longer need to visit DHS GUI site to monitor Case Status. This application page will serve the same purpose and give you the insight that you are looking for. Click here for the steps to access this page. 
  • E-Verify as a service – Organizations can take advantage of orchestrating E-Verify case management as a service. SmartERP will now accept your current I-9 Data collected in your current system be synced via APIs to support E-Verify case generation seamlessly. This eliminates duplicate data entry in DHS website. 
  • Smart Form Improvements to include fill-able PDF documents as part of your process. With this release, you can now leverage PDF fill-able forms to be part of your Onboarding/Offboarding processes. PDF fillable forms support revisions. Click here to learn about PDF Templates and how they can be used in Onboarding/Offboarding process. 

Process Improvements

  • Ability to by-pass (opt-out) certain activities within Business Process is now delivered as part of this release. Click here to learn about Smart Form and the configuration setup to configure it to be by-passed in the Onboarding/Offboarding process. 

Miscellaneous Bug Fixes/Improvements

  • I-9 Form ID saving as NEXT in few situations. 
  • Enabling SSO for Microsoft Azure customers. 
  • All activities in terminated invitations will be set to read-only. 
  • Rewording of some of the action's confirmation text (Watch/Unwatch/Resend Login). 
  • Additional confirmation text is being presented when Case Sync or Finalize E-Verify activities are done within the E-Verify activity. 

Upcoming Future Enhancements 

  • Form I-9 Internal/External Audit Features – You can do a self-audit on your I-9 to stay compliant and to better prepare when ICE external audit is triggered. 
  • Process Improvements: 
    • Enable proxy user for a limited set of activities as opposed to the whole process. 
  • Action-able Search Results – We will be eliminating consoles and replacing them with Elastic Search. Search results support certain actions to be performed that are contextual. 
  • Business Intelligence for power users. 


 Release notes - 11/16/2019

Following list is what is being released as part of our release update on November 16th, 2019. 

New Features 

  • Offboarding is now made available as a separate product for all customers 
  • You will be able to subscribe to ADP’s Work Opportunity Tax Credit Service as another offering 

Enhancements 

  • Biographic information page now contains “preferred name” option for both online and print version. You can collect this information by choosing 'EnablePreferredNameonEBI’ property in the product preferences setup. Click here to know more. 
  • Form I-9 now supports editing of name and document details during rehire event. Click here to know more. 
  • Alignment of the checkbox and different label options in the Smart Forms is now improved 
  • Default case submitter details are now captured to support future enhancement of submitting DHS cases in batch mode. Click on the following hyperlinks to know more about the DHS Client Setup and Centralized DHS Setup. 

Miscellaneous Fixes

  • DHS Version 30 – Case Number hyperlink has been fixed to navigate to DHS transaction page which was broken during V30 upgrade 
  • Smart forms – Issues with downloading the printed report (if the file is PDF template without binds) and downloading of the attached PDF document from Smart Forms added as future dated revisions are now resolved 

Upcoming Future Enhancements 

  • Form I-9 Internal/External Audit Features – You can do a self-audit on your I-9 to stay compliant and to better prepare when ICE external audit is triggered 
  • Process Improvements: 
    • Enable proxy user for a limited set of activities as opposed to the whole process. 
  • Action-able Search Results – We will be eliminating consoles and replacing them with Elastic Search. Search results support certain actions to be performed that are contextual 
  • Business Intelligence for power users 
  • Allow DHS Case submission to happen in batch mode for participating legal entities 
  • Auto initiate I-9 tasks for the following scenarios 
    • I-9 Reverifications 
    • I-9 Receipt Updates 
    • I-9 EAD Automatic Extensions  
 Release notes - 12/14/2019

Following list is what is being released as part of our release update on December 14th, 2019. 

 New Features

  • Allow DHS Case submission to happen in batch mode for participating legal entities. Click here to know more details. 

 Enhancements/Minor Fixes

Revision Audit Summary Improvements 

    • Revision Audit Summary pages will now respond with improved performance  
    • Audit Summary will now include Adhoc Reports, Process Preferences, Process Constants. Click here to know about viewing Revisions Summary. 

I-9/E-Verify 

    • DHS Client Password Setup component will display appropriate message when Verify Connectivity is invoked 
    • To support batch submission of the cases, we now have options enabled in DHS Client Password Setup to capture “Default Case Submitter Details”. Click here to know more details. 
    • Reassignment email notification text has been authored to bring additional clarity 
    • When DHS Auto Case submission is enabled, E-Verify activity will be auto closed if DHS sends “Employment Authorized/Closed” response 
    • When legal entity is participating in E-Verify program, “Special Placement” and “Individual Under Age 18” options are removed from available List B documents  
    • I-9 Audit Report has been modified to show Name in the right format 
    • Additional confirmation message is added when I-9 Switch to Hire or Switch to Rehire options are selected 
    • Improved user experience when viewing form I-9 in Internet Explorer browser 

Process Improvements 

    • Nightly batch processes will now do frequent commits when large number of transactions are processed 

Miscellaneous Fixes 

    • Product preferences page has been enhanced to support usability 
    • New Self Identification Veteran form is now available for onboarding customers. This requires on-prem customers that use HR backbone to align the updates to core HR tables 

Miscellaneous Fixes 

  • Revision Date in the Revision summary pages will now set focus on the most recent revision date 
  • When process route criteria is setup to use “IN” list, the available options are aligned for better user experience 

 Upcoming Future Enhancements 

  • Support adding attachments to Form I-9 Master through I-9 Console. 
  • Form I-9 Internal/External Audit Features – You can do a self-audit on your I-9 to stay compliant and to better prepare when ICE external audit is triggered 
  • Process Improvements: 
    • Enable proxy user for a limited set of activities as opposed to the whole process. 
  • Action-able Search Results – We will be eliminating consoles and replacing them with Elastic Search. Search results support certain actions to be performed that are contextual 
  • Business Intelligence for power users 
  • Auto initiate I-9 tasks for the following scenarios 
    • I-9 Reverifications 
    • I-9 Receipt Updates 
    • I-9 EAD Automatic Extensions 
 Release notes - 12/24/2019

We are pleased to announce the first release of 2020 withholding tax form updates.  This release adds support for the 2020 Federal W-4 form and states impacted from the 2020 Federal W-4 redesign. Following list is what is being released as part of our release update on December 24th, 2019. 

New 2020 Withholding Forms

  • Federal W-4 form 
  • NE - Nebraska W-4 N   
    • Removed marital status and allowance validation against the 2020 Federal W-4 form 
    • Existing exempt comparison validation against the 2020 Federal W-4 form remains 
  • OR - Oregon OR W-4 form  
  • SC - South Carolina SC W-4 form 
    • Removed validation comparing allowances and exempt status against the 2020 Federal W-4 form. 
  • WI - Wisconsin WT-4 

 Provided interim 2020 support for states pending release of a state specific withholding or states that are planning to use the 2020 Federal W-4. Until further updates from these states, the states listed below will continue to receive the state specific 2019 Federal W-4 form. 

  • CO – Colorado 
  • DE – Delaware   
  • NM – New Mexico   
  • ND – North Dakota 
    • Removed validation comparing allowances and exempt status against the 2020 Federal W-4 form. 
  • UT – Utah  

Revised 2020 Withholding Forms 

  • Idaho W-4 Form 
  • Minnesota W-4 MN form  

Upcoming Future Tax Enhancements 

  • We will continue to add 2020 Federal and State tax withholding form updates as States post their adjustment
 Release notes for 2020
 Release notes - 01/11/2020

Following list is what is being released as part of our release update on January 11th 2020. 

I-9/E-Verify Enhancements

  • Email notification sent out when the DHS Auto Submit batch process is run – now provides additional information about the organization name, product (Smart Onboarding or smart I-9 E-Verify) and legal entity that is setup for an organization to perform E-Verify 
  • An option is available in I-9 Console to correct the I-9 Section-2 details of the completed process. Click here for more details. 
  • Customers with SSO login who are added by new hire as proxy users/I-9 preparers in I-9 Section-1 can now be able to access the new hire’s process without having to self-register again. Click here for more details. 
  • Support for adding attachments to Form I-9 Master through I-9 Console. Click here for more details.  

I-9/E-Verify Fixes 

  • Preparers that were added by the New Hires in the initial I-9 process will be available in the additional process as well (like I-9 Section-1 Correction) initiated by new hire 
  • Able to edit employee’s first day of employment in ‘Edit’ mode as well 
  • I-9: Rehire to Hire and Hire to Rehire corrections now display the latest data entered in I-9 section-1 and Section-2 on E-Verify page 

Federal and State Tax Withholding Forms for 2020  

  • As new states roll out their decisions on the 2020 tax withholding forms, we keep addressing those. As part of this update, we are have made changes to the following State Tax Withholding Forms – IA, MI, MA, AZ, MO, IN, NY, ME. MB, MT, CT, RI, KY, IL, GA and OR. 

Upcoming Future Enhancements 

  • We will continue to monitor 2020 Federal and State tax withholding form updates as States post their adjustments 
  • Form I-9 Internal/External Audit Features – You can do a self-audit on your I-9 to stay compliant and to better prepare when ICE external audit is triggered 
  • Process Improvements: 
    • Enable proxy user for a limited set of activities as opposed to the whole process. 
  • Action-able Search Results – We will be eliminating consoles and replacing them with Elastic Search. Search results support certain actions to be performed that are contextual 
  • Business Intelligence for power users 
  • Auto initiate I-9 tasks for the following scenarios 
    • I-9 Reverifications 
    • I-9 Receipt Updates 
    • I-9 EAD Automatic Extensions
 Release notes - 01/18/2020

Following list is what is being released as part of our release update on January 18th 2020. 

I-9/E-Verify Enhancements

  •  'View Case Details' is an option available in E-Verify activity after DHS Case is created. This allows user to view all the details related to the specific case like how users can view in DHS website. Click here for more details 
  • For customers who has integration with their HRIS system and wanted Employee ID to be one of the searchable criteria 

Federal and State Tax Withholding Forms for 2020 

  • As new states roll out their decisions on the 2020 tax withholding forms, we keep addressing those. As part of this update, we are have made changes to Federal W4 form and the following State Tax Withholding Forms – OR, DE and GA.  

Upcoming Future Enhancements 

  • We will continue to monitor 2020 Federal and State tax withholding form updates as States post their adjustments 
  • Form I-9 Internal/External Audit Features – You can do a self-audit on your I-9 to stay compliant and to better prepare when ICE external audit is triggered 
  • Process Improvements: 
    • Enable proxy user for a limited set of activities as opposed to the whole process. 
  • Action-able Search Results – We will be eliminating consoles and replacing them with Elastic Search. Search results support certain actions to be performed that are contextual 
  • Business Intelligence for power users 
  • Auto initiate I-9 tasks for the following scenarios 
    • I-9 Reverifications 
    • I-9 Receipt Updates 
    • I-9 EAD Automatic Extensions  
 Release notes - 03/22/2020

Following list is what is being released as part of our release update on March 22nd 2020. 

Additional adoption of Elastic Search 

  • We have now extended additional functional areas included in the Elastic Search. Please click here for more details 
  • You will now be able to take all actions that you normally take from consoles from within the search results. We are now calling these types of actions as “Related Actions”. Using this foundation, we will enhance the product in future to include more relevant actions that are appropriate for your transactions. Please click here for an example. 
  • I-9 Status, I-9 Compliance and I-9 Life Cycle search definitions have now been introduced to give better insight into your I-9 data. Click here for more details 

 I-9 Improvements 

  • I-9 Purge related improvements are moved in this release. Please Click here for more details 
  • Undo last filing option is not made available if DHS case number is already generated for the additional invitations. Click here for more details 
  • Additional I-9 Improvements when I-9 data needs correction are introduced in this release.  Please click on the following links for details Info and Actions in I-9 Console, I-9 Section-2 Correction, I-9 Section-3 Correction 
  •  I-9 Section-3 flows will have edit option until ‘Mark as Complete’ button is clicked in E-Verify activity. Click here for more details 

 Miscellaneous fixes/improvements 

  • Report to download is available for Cash Pay option on Direct Deposit activity. Click here for more details 
  • One more Event ‘On Status Change’ is made available for the Business Process configuration. Click here for more details 
  • Invitation: Order of the attributes in Employment Details can be rearranged through Attribute Preferences configuration through process revision. Click here for more details   

Upcoming Future Enhancements 

  • We will continue to monitor 2020 Federal and State tax withholding form updates as States post their adjustments 
  • Form I-9 Internal/External Audit Features – You can do a self-audit on your I-9 to stay compliant and to better prepare when ICE external audit is triggered 
  • Process Improvements: 
    • Enable proxy user for a limited set of activities as opposed to the whole process 
  • Business Intelligence for power users 
  • Auto initiate I-9 tasks for the following scenarios 
    • I-9 Reverifications 
    • I-9 Receipt Updates 
    • I-9 EAD Automatic Extensions 
 Release notes - 03/29/2020

Following list is what is being released as part of our release update on March 29th 2020. 

New Form I-9 Version changes are now incorporated and available in Cloud Production

    • Availability of the new values/countries “Eswatini” and “North Macedonia” in I-9 Section 1 under ‘Country of Issuance’ when employee chooses to enter a foreign passport number 
    • Availability of the new values/countries “Eswatini” and “North Macedonia” in I-9 Section 2 ‘Issuing Authority’ when employer must enter a foreign passport 
    • There will be no impact on the already completed transactions/processes and all such online activities and printed forms will reflect the prior version 
    • New Form I-9 version will be available in the transactions/processes that will be routed to I-9 activities after 03/28/2020 (the date on which the new Form I-9 version was made available in cloud production) 
    • In-flight transactions impact: depending on where they were in the process when the new version was migrated to production (03/28/2022) the expected outcome is documented. Please Click here for more details on the expected behavior 
       

Upcoming Future Enhancements 

    • Form I-9 Internal/External Audit Features – You can do a self-audit on your I-9 to stay compliant and to better prepare when ICE external audit is triggered 
    • Process Improvements: 
      • Enable proxy user for a limited set of activities as opposed to the whole process. 
    • Business Intelligence for power users 
    • Auto initiate I-9 tasks for the following scenarios 
      • I-9 Reverifications 
      • I-9 Receipt Updates 
      • I-9 EAD Automatic Extensions 
 Release notes - 04/11/2020

Following list is what is being released as part of our release update on April 11th 2020. 

I-9 enhancements and bug fixes

  • DHS Case Details report is generated for transactions whose DHS Case Status is 'EA Auto Closed' or 'Closed Case'. This can be accessed through I-9 Master (click here for more details) or through I-9 Console (click here for more details) 
  • Downloading packet through I-9 Summary shows all the DHS letters appropriate for the I-9 ID. Click here to learn more about I-9 Summary and to download the DHS letters 
  • Issue with the display of the I-9 section-1 details with preparer/translator details for ‘Receipt Update’ or ‘I-9 Section-2 Correction’ process is resolved 

 Miscellaneous

  • Bind variable for the employee’s name populated in the format <LastName><Comma><Space><FirstName> is made available to configure through revisions 
  • For customers who access cloud onboarding/I-9 solution through their SSO: when security sync process is run to update their row level security, the ‘Authorized lookup security’ is also set up with the appropriate security group for the attributes that drive their row level security 

 Upcoming Future Enhancements 

  • Form I-9 Internal/External Audit Features – You can do a self-audit on your I-9 to stay compliant and to better prepare when ICE external audit is triggered 
  • Process Improvements: 
    • Enable proxy user for a limited set of activities as opposed to the whole process. 
  • Business Intelligence for power users 
  • Auto initiate I-9 tasks for the following scenarios 
    • I-9 Reverifications 
    • I-9 Receipt Updates 
    • I-9 EAD Automatic Extensions  
 Release notes - 04/25/2020

Following list is what is being released as part of our release update on April 25th 2020. 

  • For customers using only Smart I-9/E-Verify product – ‘Employee’s first day of employment’ field in I-9 Section-2 will not be prepopulated anymore as this has to be manually entered by the I-9 Specialists who complete I-9 Section-2 
  • For customers using Smart Onboarding product – pre-populating of ‘Employee’s first day of employment’ field in I-9 Section-2 depends on the setup done for auto filling values of I-9 pages. Click here for more details 
  • Minor email notification format changes for - email sent out to candidate on submission of the onboarding process (click here) and email sent out on any profile/account changes done (click here) 
  • Other miscellaneous bug fixes 

Upcoming Future Enhancements

  • Form I-9 Internal/External Audit Features – You can do a self-audit on your I-9 to stay compliant and to better prepare when ICE external audit is triggered 
  • Process Improvements: 
    • Enable proxy user for a limited set of activities as opposed to the whole process. 
  • Business Intelligence for power users 
  • Auto initiate I-9 tasks for the following scenarios 
    • I-9 Reverifications 
    • I-9 Receipt Updates 
    • I-9 EAD Automatic Extensions 
 Release notes - 05/25/2020

Following list is what is being released as part of our release update on May 25th 2020. 

Form I-9 and E-Verify Enhancements 

  • I-9 Section-2 List B validations are changed/relaxed to support COVID-19 Temporary Policy for List B Identity Document and Form I-9 Physical Document Review Flexibility is in effect. Click here for more details 
  • I-9 Section-2 Correction process has been improved by introducing an additional activity for the I-9 Specialists to choose the reason for I-9 section-2 correction and if they want to include E-verify in the process or not. Click here to view the changes 
  • Auto initiate I-9 tasks for the following scenarios 
    • I-9 Reverifications 
    • I-9 Receipt Updates 
    • I-9 EAD Automatic Extensions 

Click here for more details on setting up your process to use this feature 

  • Feature to assign Remote I-9 User is available in I-9 Section-3. Click here for more details 
  • All I-9 forms that have been through E-Verification process will now contain the “Case Details” as a PDF document. Click here to know how to access it 
  • For customers using E-verify solution through connectors: ‘Send Back for Corrections’ option is now available on E-Verify activity if there are any DHS errors while initiating e-verify case and when DHS case status is in ‘Unconfirmed Status’. This would set I-9 status as ‘Sent back for corrections’ and terminates the existing invitation. Click here for more details  
  • Other miscellaneous bug fixes 

Upcoming Future Enhancements 

  • Form I-9 Internal/External Audit Features – You can do a self-audit on your I-9 to stay compliant and to better prepare when ICE external audit is triggered 
  • Process Improvements: 
    • Enable proxy user for a limited set of activities as opposed to the whole process. 
  • Business Intelligence for power users  
 Release notes - 06/13/2020

Following list is what is being released as part of our release update on June 13th 2020. 

  • New Version of Voluntary Self-identification of Disability Form is now made available in our cloud onboarding process. This would be available for: 
    • All new invitations 
    • All in-process invitations where start date is on or after 06/13/2020 and Self-identification of Disability onboarding activity is available for the invitee to work on but not completed yet 

Please click here for more details 

  • Other miscellaneous bug fixes   

Upcoming Future Enhancements 

  • Form I-9 Internal/External Audit Features – You can do a self-audit on your I-9 to stay compliant and to better prepare when ICE external audit is triggered 
  • Process Improvements: 
    • Enable proxy user for a limited set of activities as opposed to the whole process. 
 Release notes - 06/20/2020

Following list is what is being released as part of our release update on June 20th and 22nd 2020. 

 State Tax Withholding form changes for the 2020 tax year 

  • South Carolina  
    • No impact on the online and printed form but there is a change done in saving the Marital Status values 
    • For the customers having PeopleSoft HR integration with our cloud onboarding - the Marital Status value will be stored as different values and the corresponding value will be pushed to HR system on data push 
  • Wisconsin 
    • Online and printed report:  
      • Changed field label “Employee’s legal Name (last, first, middle initial)” to Employee’s legal Name (first, middle initial, last)”  
      • Adjusted displayed printed name from last, first, middle initial format to first, middle initial, last format 
  • California 
    • Created new online form – Effective for new hires with a start date on or after 06/28/2020 that newly route to the tax form activities 
       
  • Other miscellaneous bug fixes related to Reports/Dashboard  

Upcoming Future Enhancements 

2020 Federal and State tax withholding form updates for the following: 

    • Federal W4 - Adjustments to accept the cents for the following fields 
      • Step 4(a) - Other income (not from jobs) 
      • Step 4(b) - Deductions 
      • Step 4(c) - Extra Withholding 
    • States using Federal W4 form 
      • Colorado and New Mexico 
        • Create new online form replicating the Smart ERP 2020 Federal W-4 
        • Modify the printed report to use the new form and should print the text indicating “For State Purposes Only” 
        • North Dakota and Utah 
          • Add validation - Tax Status must match Federal form 
          • Add validation to compare allowances and exempt status against the 2020 Federal W-4 form  
 Release notes - 06/25/2020

Federal and State Tax Withholding form changes for the 2020 tax year 

Following Federal W4 and State Tax Withholding form changes have been moved to our cloud production on June 25th 2020.

Candidates who are newly routed to Residential and Work Tax activities with a start date of 1/2/2020 or greater will begin receiving these forms.  

  • Federal W4 - Adjustments to accept the cents for the following fields 
    • Step 4(a) - Other income (not from jobs) 
    • Step 4(b) - Deductions 
    • Step 4(c) - Extra Withholding 
  • States using Federal W4 form 
    • Colorado and New Mexico 
      • Created a new online form replicating the Smart ERP 2020 Federal W-4 
      • Step 2a(Multiple Jobs or Spouse Works), Step 3(Claim Dependents), Step 4a(Other income not form jobs) and Step 4b(Deduction) will be disabled 
      • Modified the printed report to use the new form 
      • The text indicating “For State Purposes Only” is printed on the downloaded form 
    • North Dakota  
      • Validation added - Tax Status must match Federal form 
      • Validated added validation to compare allowances and exempt status against the 2020 Federal W-4 form 
    • Utah 
      • Validation added - Tax Status must match Federal form OR be indicated as exempt 
      • Added validation comparing allowances against the 2020 Federal W-4 form if exempt is not selected. 
  • For the customers having PeopleSoft HR integration with our cloud onboarding - For the above states now have PS support for Marital Status - ‘Head of Household’ and have been adjusted to Federal W-4 2020 form. There are no impacts to the CI with these updates. Tax Status of H is now available. 

We will continue to monitor Federal and State tax withholding form updates as States post their adjustments.  

 Release notes - 08/01/2020

Following list is what is being released as part of our release update on August 1st 2020. 

  • I-9 Summary: Detail about the Hire/Rehire Date is now displayed in the I-9 Summary page. Click here for more details  
  • Form I-9: If employee invites I-9 Preparers/Translators or Parents/Legal Guardians to fill in I-9 Section 1 then the email notification sent out to such participants has been changed to guide them better. Click here for more details 
  • Copy Invitation – For customers using multiple Smart ERP products, the values in the Copy Invitation page shows only those invitations that are created within that product. Click here to know more about ‘Copy Invitation’ feature 
  • Other miscellaneous bug fixes 
 Release notes - 08/08/2020

Following list is what is being released as part of our release update on August 8th 2020 (published on August 13th 2020). 

  • I-9 Insight: Enhancement has been made to not display E-Verify related data if the client is not participating in the E-Verify. Click here to learn more about the I-9 Insight 
  • Onboarding Summary: New summary page is available for the onboarding process after the Employee Information activity is completed. Click here for more details 
  • Invitation Summary: This has been modified to show only the invitation details and Life Cycle. This is made available for all SmartERP Products like onboarding, offboarding, I-9 & E-Verify etc. Click here to know more about the invitation summary 
  • Other miscellaneous bug fixes in I-9 Insight and Revision Insight. Click here to know more about the revision insight 
 Release notes - 08/29/2020

Following list is what is being released as part of our release update on August 29th 2020. 

State Tax Withholding form changes for the 2020 tax year 

  • Montana 

    • No changes to the online page or the downloaded signed form. But the value for Marital Status is saved as ‘N’ for both ‘Single’ and ‘Married’ in case of non-exempt. If exempt, then ‘X’ will be stored in the backend records 

  • Colorado and New Mexico: States using Federal Copy  

    • Validation added on the online form – Tax Status (S,M,H) must match Federal Form Status. Exempt Status may be different from Federal form. Click here for details with screenshot  

Other improvements and bug fixes 

  • Overriding of the security attributes label in the Attribute Preferences will reflect the change on all online pages. Also, any attribute overridden label will be reflected in the Elasticsearch as well. Click here for more details 

  • On the invitation free-form fields can now be configured as an invitation attribute, but these can be added by only service provider (Smart Onboarding Support Team) upon necessary request by the customer. Click here for more details 

  • Other miscellaneous bug fixes related to the display of tax withholding information and other details on the New Hire’s ‘Submit to HR’ activity (click here for more details) and Onboarding Summary page (click here to know about Onboarding and I-9 Summary pages) 

 Release notes - 10/24/2020

Following list is what is being released as part of our release update on October 24th 2020.

  • In I-9 Section 2, if verification is not completed within 3 days of employee’s first day of employment, new field is available to capture the overdue reason. Click here to learn more about this enhancement
  • Bug fixes
    • Related to I-9 Insight. Click here to know about I-9 Insight
    • Close case reason code is getting updated correctly when the E-Verify cases are being closed with a duplicate case reason. Click here for more details
    • Related to overriding label of the attributes. Click here to know about overriding attribute labels
    • Other miscellaneous bug fixes
 Release notes - 11/21/2020

Following list is what is being released as part of our release update on November 21th 2020.

    • Form I-9 Section-2: Due to the COVID-19 global pandemic, issuance of certain Employment Authorization Documents (Form I-766, EADs) may be delayed. Hence, ‘Form I-797 - Notice of Action’ is made available under List C as per the temporary policy announced by DHS/USCIS on 09/23/2020. Click here for more details on the temporary policy 
      Click here to know how this is implemented as part of Smart I-9 feature 

    • To support COVID-19 Temporary Policy for List B Identity Document and Form I-9 Physical Document Review Flexibility, we had provided enhancement in I-9 Section 2 on 05/25/2020. Click here for more details. As of 11/18/2020, DHS has extended this policy until December 31, 2020.  
      Once this policy ends, all the Form I-9s that were verified with reason code as 'COVID-19: Physical Inspection Delay' and 'COVID-19 RUP: Receipt Update Required' will have to be verified again by the employers.  
      An enhancement is available in which the system auto generates the corresponding transactions when the COVID-19 temporary policy ends. Related notification will be delivered to the I-9 Specialists and such transactions will be available for them in ‘My Tasks’ console. Click here to know more about this enhancement 

    • Activities configured as PDF Templates are now made available for Contextual Content configuration in Process Revisions. Click here for more details 

    • Other miscellaneous bug fixes 

 Release notes - 11/27/2020

Following list is what is being released as part of our release update on November 28th 2020.

  • Performance issue that was inconsistent while completing I-9 tasks (timing out issue) is resolved 
  • Tax forms report has been improved to display the address values correctly when special characters exist  
  • Elastic Search - Search results in Manage Accounts category is enhanced to reflect the overridden label of the attribute. Click here to know about overriding the attribute labels  
  • Other miscellaneous bug fixes related to I-9 flows where remote authorized representative is involved to complete I-9 Section 2 verification. Click here to know about assigning I-9 to a remote user  
 Release notes - 12/19/2020

Following list is what is being released as part of our release update on December 19th 2020.

This release includes the updates required for the Federal and State Withholding Tax forms for 2021. Changes provided in this update are available to all clients on December 19, 2020, are based on published changes available for the Federal W-4, the State Tax Withholding Form changes. As future changes are identified, they will be applied to our application and will be notified through Release Notes.

  • Ohio State Tax Withholding form – New changes will be available for the transactions in which this activity gets routed on or after 12/20/2020. Please note that if there are transactions which have this form already routed, the new changes will not be available for such transactions. Following are the changes at the high level:
    • Prior form has been adjusted to reflect new form’s text and section formatting
    • Wording on Lines 1 through 5 have been adjusted to reflect updated form
    • Section III has been added for exempt elections
    • Downloaded signed form has been updated to reflect all the above changes
    • The text to refer the instructions has been updated and the hyperlink is updated to - https://tax.ohio.gov/wps/portal/gov/tax/individual/get-a-form
    • User selection of Section III checkbox 2,3 or 4 will indicate MSCRA exemption on “Submit to HR” activity [if Tax Summary is shown for your process]
  • The following Federal W4 and State Tax Withholding form changes will be available for the transactions with start date of 01/01/2021 and later, and if the tax forms in the onboarding flow are routed after the fix is migrated.
    • Federal W4 and States using Federal W4 (Colorado, New Mexico, North Dakota and Utah)
      • In both online and downloaded signed forms,
        • references to the year 2020 have been updated to 2021
        • language has been adjusted in areas to match updated form
 Release notes - 12/26/2020

Following list is what is being released as part of our release update on December 26th 2020. 

  • Enhancement in Consent Management product – Help Desk Analyst roletype and Help Desk Console are available. Click here for more details on the Help Desk Console 

  • Performance is improved - on ‘Creating Invitation’ (while copying from an existing invitation - click here for more details) and through Invitation Interface (for creating mass invitations - click here for more details) 

  • Other miscellaneous bug fixes  

 Release notes for 2021
 Release notes - 01/09/2021

Following list is what is being released as part of our release update on January 9th 2021. 

Enhancements 

  • Form I-9: For rehire transactions, in I-9 Section 3 validations are added for 'Document Number' and 'Expiration Date' fields. Click here for more details on completing I-9 Section 3 for rehires 

Federal and State Tax Withholding form changes - The following changes for 2021 tax year are available. These will be effective for hires on or after 01/09/2021. 

Federal 

Correction to online form – exempt clause text is updated to indicate the year “2020” 

  • Connecticut 

    • In both online and downloadable signed form - header revision date is updated to 12/20 and effective date to January 1, 2021 

    • Hyperlinks in the online form for “State’s website” and for the “Instructions” are updated  

    • Downloadable form is modified to use the new revised form 

  • Idaho 

    • Hyperlink for the instructions in the online form is updated to new form  

    • Download form is modified to download the new revised form 

  • Indiana 

    • In both online and downloadable signed form - revision date is updated in the header to R7 / 9-20 

    • Text pointing to “state’s website” and the hyperlink have been updated 

    • Modified the downloadable form to use the new form 

  • Kentucky 

    • Year found on header is updated to 2021 

    • Standard deduction amount at the top of the form is updated from 2,650 to 2,690 

    • Downloadable form is the new form (2021) 

  • Maryland - Form Revision Update 29/49 

    • User selection of Line 8 will indicate MSCRA exemption on “Submit to HR” and “Send Candidate Data to HR” Tasks [if Tax Summary is shown] 

    • Downloadable form is the new revised form for 2021 

  • Michigan - Form Revision Update 12/20 

    • Revision date on the top of the online and downloaded signed form shows new revision date 12/20 

    • Added hyperlink to “(see instructions)” and link is updated for “State’s website” 

    • Text in lines 6 and 8 is updated 

    • Downloadable form is modified to use the new revised form 

  • Minnesota 

    • Year found on header is updated to 2021 

    • New form header text is added to reflect the updated form 

    • Various minor form edits throughout document are updated 

    • Added hyperlink to “instructions on back” text and link for “(see instructions)” is updated

    • Downloadable form is modified to show the new revised form 

  • Missouri 

    • Downloadable form is modified to show the new revised form 

  • Montana 

    • Section 2 “2020” reference is changed to “2021” 

    • Downloadable form is modified to print “2021” in Section 2 

  • Nebraska 

    • Downloadable form is modified to use the new revised form 

  • New York 

    • NY 2020 image is changed to NY 2021 image 

    • Worksheet references found in new form is updated 

      • Line 1 "(from line 20)" to "(from line 19)" 

      • Line 2 "(from line 35)" to "(from line 31)" 

    • Downloadable form is modified to use the new revised form 

  • Oregon 

    • Date and revision number on the top left is updated from 2020 to 2021 

    • Minor test updates in line 2 

    • Added hyperlink to “see instructions” and updated link for “state's website”  

  • Rhode Island 

    • Year found on header is updated to 2021 

    • Downloadable form is modified to use the new revised form 

  • Wisconsin - Form Revision Update R6-20 

    • Downloadable form is modified to use the new revised form 

Bug fixes 

  • Bug fixes related to DHS Case Sync feature on E-Verify activity. Click here for more details 

  • Other miscellaneous bug fixes 

 
Upcoming Future Enhancements: 

  • State Tax Withholding form changes (2021 tax year) for the following states 

    • Illinois 

    • Maine 

    • Mississippi 

    • North Carolina 

  • Specific to customers with HR data push integration or on-premise customers: as a result of changes provided in PeopleSoft Tax Patch 20-E. Changes (for the below two states) will be applicable retroactively for all process that have not triggered the integration to HR 

    • Connecticut - Support for new field FMLI Status 

    • New Jersey - Add new value for Marital Status field 

  • We will continue to monitor 2021 Federal and State tax withholding form updates as States post their adjustments 

 Release notes - 01/16/2021

Following list is what is being released as part of our release update on January 16th 2021. 

  • State Tax Withholding form changes (2021 tax year) for the following states are effective for hires on or after 01/03/2021 

    • Illinois - Form Revision Update 5/20 

      • Downloadable form is modified to use the new revised form 

    • Maine – Form Revision Update December 2020 

    • Mississippi - Form Revision Update 89-350-20-3-1-000 (Rev. 09/20) 

    • North Carolina - Form Revision Update 9/20 instructions, 10-17 Certificate 

  • Following changes are specific to customers with HR data push integration or on-premise customers: as a result of changes provided in PeopleSoft Tax Patch 20-E. Changes (for the below two states) will be applicable retroactively for all process that have not triggered the integration to HR 

    • Connecticut - Support for new field FMLI Status 

      • When performing a rehire push to HR, the system will check if the max effective dated prior row is CT. If prior CT row exists, the FMLI Status value will be copied to the new tax row 

      • No impact to hire integration. FMLI status will default to “Not Applicable” 

    • New Jersey - Add new value for Marital Status field 

      • When Line 3 of the tax form is left blank or populated with B, the SWT_MAR_STATUS value saved will be R. Change will start to reflect on tax forms completed or modified after this update has been applied

 Release notes - 02/20/2020

Following list is what is being released as part of our release update on February 20th 2021. 

Improvements 

  • Content Revision - Text Catalog supports configuration of the images. Click here to learn about the content revisions 

  • Delivered email notifications that are revised specific to the process are prefixed with the text “[Revised]” for easy identification and configuration. Click here for more info 

Miscellaneous bug fixes related to, 

  •  I-9 Insight. Click here to know more about I-9 Insight 

  • Termination of ‘I-9 Receipt Update’ process. Click here to know more  

  • Manage Challenge questions page. Click here for more details 

  •  Work Site Location details on the invitation creation page. Click here for details 
     

 Release notes - 02/27/2021

Following list is what is being released as part of our release update on February 27th 2021. 

  • I-9 Section 2/3: when I-9 is assigned to Remote Users for verification– email is configured to notify I-9 Specialist when Remote I-9 User sends back the transaction without completing I-9 Section 2/3. Also, the existing email notification to Remote I-9 User has been updated with proper details. Click here to know more about the changes.  
    Click here to learn about assigning I-9 Section 2/3 to a Remote User 

  • Enhancement related to the login page: ‘Forgot Answers’ option would be available only if the Challenge questions is enabled in the Authentication Preferences. Click here for more information 

  • For onboarding customers subscribed through ADP Marketplace – There are more instructions updated in the ‘Send Candidate Data to HR’ activity. Click here for more details 

  • Other miscellaneous bug fixes 

 Release notes - 03/13/2021

Following list is what is being released as part of our release update on March 13th 2021. 

Miscellaneous bug fixes related to the following: 

  • Auto case creation and initiation of the E-Verify with DHS. Click here to learn about how to set it up for your onboarding/I-9 process for E-Verify 

  • Accessing I-9 Master – Click here to know about I-9 Master 

  • I-9 Section 2/3 validations – Click on the following hyperlinks to learn more about filling Form I-9 Section 2 and Section 3 

  • Availability of ‘Hint’ filed on the initial login while setting up the challenge questions during Self-Registration. Click the following links to know about Setup Challenge Questions and Manage Challenge Questions 

 Release notes - 05/16/2021

Following list is what is being released as part of our release update on May 16th 2021. 

  • I-9 Section 1: If Preparer/Translator/Legal Guardian has filled Form I-9 Section 1 information, then their details are now visible in the I-9 Summary. Please click here for more information 

  • Elastic Search: Multi select facet groups - Users can retrieve the search results by selecting multiple options/values available in the facet groups on the left. Please click here for more information 

  • Miscellaneous enhancements related to the latest tools and database upgrade that happened to Smart ERP cloud production environment on May 16th 2021  

 Release notes - 05/22/2021

Following list is what is being released as part of our release update on May 22nd 2021. 

  • Enhancement in the collaboration feature to show all comments that were added from various tasks by different participants within the onboarding process. Please click here for more information 

  • Other miscellaneous enhancements and bug fixes related to Form I-9, related to the latest tools and database upgrade that happened to Smart ERP cloud production environment on May 16th 2021 and better user experience while editing few state and federal tax withholding forms etc. 

 Release notes - 05/29/2021

Following list was released as part of our release update on May 29th 2021. 

  • Enhancement - New Hires can cancel the additional I-9 Actions that they can initiate through self-service way. Click here for more information on this enhancement 
    Click here to learn about the self-service I-9 actions that can be initiated by New Hires 

  • Improvements in I-9 Section 2 and Section 3 to support huge list of Remote I-9 Users/Authorized Representatives. Please click here to know more about assigning I-9 to remote users 

  • Improvements in the reports/dashboards - Organization Insight (click here), User Insight (click here) and Work Assignment Insight (click here) 

  • Additional rules to make sure the email ID entered while creating invitations are valid. Click here to know more  

  • Other miscellaneous bug fixes 

 Release notes - 06/05/2021

Following list was released as part of our release update on June 5th 2021. 

  • Improvements in the display of the transactions in the I-9 Insight dashboard based on the I-9/E-Verify status. Click here for more details 

  • Enhancement for the restarted process to retain the attachments from the prior completed activities. Click here to know about downloading the attachments 

  • Other miscellaneous bug fixes related to Form I-9 (click here to know about filling Form I-9) and E-Verify (click here to know about E-Verify) 

 Release notes - 06/12/2021

Following list was released as part of our release update on June 12th, 2021. 

  • State Tax Withholding form changes (2021 tax year) for the following states 

    • California – Form revision 50 

      • Validation to ensure the total number of allowances is calculated if the allowances are entered. It is a required value if not exempt

      • Exempt field has been changed from text box to a checkbox 

      • Form text and bold formatting changes have been done to match the new form 

      • Attachment has been updated to reflect the new form version 

      • Downloadable Signed form has been modified to use the new form version 

      • Click here to view the revised version of the form configured in the Smart Onboarding process 

    • North Carolina 

      • Online form has been updated to display Canadian postal code and country if not in US

      • Downloadable form has been modified to print Canadian postal code and country if not in US 

      • Click here to view the revised version of the form configured in the Smart Onboarding process 

 Release notes - 07/10/2021

Following list was released as part of our release update on July 10th, 2021. 

  • For Smart Onboarding customers – Improvements in the following out-of-the-box available Benefits related activities as part of Smart Onboarding Solution. Click here to learn more about this functionality.

    • Define Dependents & Beneficiaries – Click here for more information

    • Benefits Enrollment – Click here for more information

    • Life Insurance Designation – Click here for more information 

    • Voluntary Benefits Enrollment – Click here for more information 

    • Click on the hyperlinks to know more about configuring the Benefit Plans and Benefit Programs in the Smart Onboarding Process 

  • Other miscellaneous bug fixes 

 Release notes - 08/07/2021

Following list was released as part of our release update on August 7th, 2021. 

  • Federal W4 Tax Withholding form - Downloaded blank form will say December 2020 at top left. Downloaded signed form has no change and will not reflect December 2020. Click here for more details 

  • Inconsistent issue of Launch button not being responsive on the create invitation page has been resolved.

  • Smart ERP's new address has been updated in the privacy policy available on the Smart Onboarding and Smart I-9/E-Verify login page. Click here for more information 

  • Miscellaneous bug fixes in Attribute Revision (click here to know more about attribute revision) and other functionalities 

 Release notes - 08/14/2021

Following list was released as part of our release update on August 14th, 2021. 



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