Vendor Inquiry: fiscal year no longer drops the first number when typing quickly.
Invoice Entry: for Budget alert codes- atrieve screen missing. Resolved display issue with Alert codes.
Journal Entry - Reversing JE: cannot get into batch number field. Created pop-up to define the existing batch to reverse.
Print Invoices: Send to PDF icon does not work when district has no overlay. "Print Invoices" process has been modified to suppress the "Send to PDF" option for sites with no overlay defined in the Invoice Parameters Profile.
RQW: Catalogue Maintenance, editing stock item will no longer remove existing image.
GL Inquiry: Cursor is incorrectly displayed at the end of the GL. Resolved issue with cursor display.
MAR Invoice Copy - cannot print copied invoices or display them on a register. Resolved Printing and Inquiry issues with MAR Invoice Copy.
IEW: Duplicate Invoice Number message on All Attempted Approvals of All Invoices. Duplicate Invoice Number Message no longer received on authorization section of all IEW tasks.
MAR: Batch Finalization: Resolved cosmetic issue with Batch Total display doubling.
IEW: Duplicate detection prevents use of invoice # from denied tasks. Duplicate detection no longer occurring on invoice numbers tied to tasks that have been cancelled, denied or objected.
Vendor Inquiry: Error message %BAS-F-MEMMANVIO, Memory Management Violation. Fixed error message with Vendor Inquiry when Vendors have large number of Scanned Documents.
EEW: Invoices assigned Invoice date as at when they are approved & not the Invoice date entered. Invoices created using EEW will now use the Invoice date specified on the form. For forms that do not have a date - the process will continue to assign the approval date.
IEW and EEW file upload widget was not showing the new document until the window was re-opened. The display issue has been resolved.
Resolved error message with printing EFT Mail Notifications.
Resolved issue with BMW Refresh Button: display issue occurred when GL Selection Criteria dropdown did not exist for Location selected
Atrieve HR
Human Resources
Replacement Costing – Enhancement to Shift Code
The replacement costing module has been enhanced to give you more control over where each component of the replacement’s costing record is pulled from. For employees who have multiple function lines, you can now specify which components of the matched function line should be used on the costing record including pay code, shift code, occupation code, rate, or GL. Additionally, you can also tell the system to pull any one of these components from the absent employee’s function line.
Example:
For an Education Assistant replacement employee, the system will find the replacement employee’s function line that matches the grid defined on the replacement position code and build a timesheet based on all the parameters attached to the replacement employee’s function line. The GL would be built based on the rules defined on the leave/absence code.
Human Resources
External Job Posting (EJP) Enhancements
Reports Builder has been updated to support the ability to run reports based on External Job Posting data.
A new district setting has been added to EJP to enable your administrator to select your school district's time zone.
External Job Posting has been enhanced to support and to display the ‘Rounds’ as defined when a job posting is created in atrieve.
Human Resources
In 3,6,7 a new employee name look up table was created in PRM. This corrected the issue whereby when entering a replacement name it would take you to another screen where you had to enter it another time. Now you only enter it once.
Issue with Most Assigned Demographics - Most assigned location was being calculated incorrectly in the programming. This issue has now been corrected.
Save and quit doesn't - When selecting Save and exit in Assignment changes, it would not save and exit to the main screen. The script was modified so that when save and exit is selected it will take you to the main screen.
Dispatch Inquiry - Absences Not correctly aligning with dispatches - Added more accurate matching on absence records with multiple absence and dispatch lines.
Assignment History in Employee Demographics would show the first number of an assignment calculated in annual hours in column "B" instead of "HRS/FTE" Column. - The issue was with the drop-down width of the look-up. Developers have modified the table look-up to have one more character in the last "HRS/FTE" field. The display columns are now properly aligned.
When in 3,6,7 Absence / Replacement Screen, customer would press enter twice and get stuck on the main screen with the calendar, without a prompt to chose a location. Now it will have a continue or exit button.
Fixed an issue in the Position Code copy function whereby the enter key was not working to move from new position code to new position description. Also fixed an issue where the copy function was reusing position code numbers that were already in use.
Certificates - The issue of when in a look up screen of a database that has more than 255 lines, the cursor quits highlighting the records, and you are unable to select anything after the first 255 records has been fixed. It is going out later this year, not in a specific release, but one on it's own.
Atrieve Payroll
Payroll
BCPSEA Enhancements
The following changes have been made to the extract to support changes made by BCPSEA:
Element 15 –previously used for ‘Qualifications’ has been repurposed to be used for ‘Unpaid Sick Days’. Salaried employee groups (EU, EX, and EN) - report the total accumulation of unpaid sick leave days paid out at the reporting date. Value is reset to 000 at the beginning of each fiscal. Max value 125 (days).
Element 16 – Previously used for ‘Years of Pensionable Service’ has been repurposed to be used for ‘Unpaid Sick Hours’. Hourly employee groups (SU) - report total number of sick leave hours unpaid at the reporting date. Reset value to 0000 at beginning of each fiscal. Max value 2080 (hours).
Element 28 – previously named ‘Sick Days Used’ has been changed to ‘Paid Sick Leave Days Used’. The name of the field has been changed, your district will need to ensure that you have correctly mapped to this field.
Element 40 – previously named ‘Paid Sick Leave’ has been changed to ‘Paid Sick Leave Hours Used’. The name of the field has been changed, your district will need to ensure that you have correctly mapped this field.
Note: You may manage your ‘Unpaid Sick Days’, and ‘Unpaid Sick Hours’ in one of two ways:
through Payroll with a pay code (recommended)
through HR with an absence code
Note: since unpaid sick days or unpaid sick hours may be new pay codes for your district, ensure that these are added to the proper elements in the Payroll Earnings/Deductions Profile.
Split out TTOC records from teacher records
In a previous release of atrieveERP we implemented a solution to separate records for EU, EX, and SU employees who also do TTOC work. How this works is, for example, if a SU employee has TTOC time paid then we create a TTOC record from scratch - so the employee would have an SU record and an EU record, which can then be reported separately to BCPSEA. The enhancement in the 16-05-01 release is to extend this functionality to create a separate record for the EU group.
Payroll
Note: All Canadian Payroll Departments
As per information received from CRA there are no changes that would require a software change in atrievePayroll for T4, T4A, Income Tax, EI and CPP. Thus your site is prepared for January 2017. A separate communication notice for tax, EI, and CPP rate changes will be sent out.
Payroll
Payroll Master Report (1,2,1) Employee Reporting >Payroll Master Report When filling out the Payroll Master Report for the prompt “Select Employee By Code”, if the default prompt was not used and an alternative selection was made, an additional prompt “Select by all Function Lines or Master Only will appear. If all function lines were selected, it would not report on all function lines. This has been resolved and will report correctly. This was also noted and resolved in the following processes: 1) BC YEAR END BENEFIT LIABILITY EXTRACTION PROCESS (PRACØA) - SEE APPENDIX AC 2) SASKATCHEWAN YEAR END BENEFIT LIABILITY EXTRACTION (PRACØK) – SEE APPENDIX AC.
Employee Inquiry - Contract Detail Screen. In the odd circumstance that an employee name was exceptionally long, when in employee inquiry, in the Contract Detail screen, the view would revert away from the atrieve view. This has been fixed.
Processes 3,2,6 (Employee Salary Grid Increment), 3,2,7 (Salary Grid/Payroll Update), 3,2,10 (Salary Grid Increment by Storage Bank), 3,2,13 (Salary Grid Increment by Date) - fixed a screen issue for the Process PRM Salary Grid and Pay Rate Update. When 4,1,5 (User Specific Parameters), field 62 = Process PRM Salary Grid Updates is set to Y, the prompt to Update PRM Salary Grid Updates would appear and user unable to finish the process. This has now been fixed, so users can now re-set 4,1,5, field 62 back to Y if that is the setting that is preferred.
When running the Life Insurance Coverage report 1,1,15,6 if the group 3 type 5 deduction code has B in the fifth segment the report will be created.
BC Pension Plan Report Creation (3,1,4,1) Report will now use both employee and employer contributions for counting months of service. Employee will receive 1 month contributory service even if the employer only paid the premiums (as happens with a 35+ pension deduction).
Salary Grid Increment by Storage Bank. - When using "Use An As Of Date Within The Pay Period - when Yes is selected, if the date entered is prior to the pay period start date, a warning message will appear so that the user is notified, but it will let you finish the process if this is the date that really is wanted.
The auth loc will now auto load for an old assignment when a timesheet is entered after the end date has passed.
TEW - Authorizer Locations - When doing timesheets, the correct auth loc (if one as attached to the assignment) will now load onto the timesheet, regardless of it being for a current or prior assignment.
Added prompt "Omit categories with order no 99 (Y/N)" to the TSW web profile. When TSW prompt is set to Yes, and the payroll Web Time Entry Category Maintenance (2,1,15,3) category has a display order number of 99. A display order of 99 means the category entry is disabled. The category will no longer display as an item on the web timesheet. This allows districts to disable categories that are no longer applicable, but have historical entries and therefore the category should not be deleted from the web timesheet categories.
