Atrieve 23.01.01
Release Notes
Release Notes Last Update: May 1, 2023
Remember to perform a browser cache refresh on your workstation after receiving the update to ensure optimal performance of new program functions.
New Features and Enhancements
Product | Module/Program | Description | Reference | Idea Ref |
|---|---|---|---|---|
Atrieve Finance | ||||
Atrieve Finance | Accounts Receivable | Added database auditing in Accounts Receivable for: Source Codes, Bank Codes, Misc. Cash Codes, Statement Codes, Grant Type Codes, Donation Purpose Codes, A/R Status Codes, Payment Type Codes, Receivable group, Location Codes, Batch Type Code. | ATR-14110/ATR-13924 | |
Atrieve Finance | Automated Tendering | Added audit reports for database codes in Automated Tendering System (Location Code & Commodity Code) | ATR-14310 | |
Atrieve Finance | Finance | Added audit reports in finance for Calendars and Payable Type Code. | ATR-13572 | |
Atrieve Finance | Finance | Added auditing in Finance for the following database codes: Tax Table, Foreign Exchange, Disbursement Auditor, Budget Alert Code, T4A Footnote, Bank Code, Batch Code. | ATR-13573 | |
Atrieve Finance | Fixed Assets | In Fixed Assets, added a new Depreciation Start Date field to Additions, Changes, Deletions, and Inquiry. When used, the system will use this date in depreciation calculation rather than the acquired date. Also when used, depreciation starts the same month as depreciation start date. If left blank, the system will continue to use the acquired date as the reference to start depreciation. Refer to the key enhancement feature sheet for more information. | ATR-13536 | |
Atrieve Finance | Fixed Assets | In the Fixed Assets Disposal screen, added the description of the Asset (Item) and Location next to each field. | ATR-13554 | |
Atrieve Finance | Fixed Assets | New Depreciation Start Date added to Asset Addition, Changes and Inquiry screens: When a Depreciation Start Date is specified on an asset, Depreciation Processing will start applying depreciation in the same month as the Depreciation Start Date. | ATR-14121 | |
Atrieve Finance | Fixed Assets | Added auditing to database tables in Fixed Assets. | ATR-14314 | |
Atrieve Finance | PCard | Development to support a future enhancement to PCard which will allow the entry of a tax code on each GL line when the transaction is distributed to multiple GL’s. | ATR-14249 | |
Atrieve Finance | Purchasing | Added audit reports for database codes in Purchasing (PO Description, Vendor Location, Requisition Description, Action Codes, Warehouse, Commodity Code) | ATR-14310 | |
Atrieve Finance | Purchasing | Added database auditing in Purchasing for Buyer Code. | ATR-13924 | |
Atrieve Finance | Reporting | Added Excel output to Finance Balancing>Exports>General Ledger Export, Journal Entry Export, Subledger Export, and Vendor Export. | ATR-8979 | |
Atrieve Finance | Requisition Web | Requisition module (RQW) technology conversion and enhancements including:
Streamlined workflows, more intuitive processes and a reduced click path will help your staff to process requisitions more efficiently. In addition, modernizing the technology provides for greater opportunities to further enhance this module. Important: The existing Requisitions module will continue to be available until the full conversion of the module is completed.
| DNET-5995 | |
Atrieve Global | ||||
Atrieve Global | eForms | In eForm Designer, removed the “successfully added form field” pop-up when adding a new field, copying a field, changing a field. | ATR-14824 | |
Atrieve Global | Report Writer | Improved performance on the evaluated fields/formula page of all report writers. Added the ability to freely add/remove if statements and resulting value lines by clicking the plus and minus buttons on each row. | ATR-2992 | |
Atrieve Global | Security Builder | We have added a new page in Security Builder where you may see a listing of changes made to User Security, GL Security, Role, and User Manager, including:
| DNET-6418 | |
Atrieve Global | Tools | A new web menu option is available to provide a way to view audit logs (Web Navigation) for troubleshooting purposes. Tools > System Tools > Internal Tools >Audit Log Viewer. | DNET-6973 | |
Atrieve HR | ||||
Atrieve HR | Absence/Dispatch | In Absence Entry, removed help text related to not being able to enter absences in the past. Removed since entering days in the past is a setting defined per district. | DNET-8079 | |
Atrieve HR | Absence/Dispatch | In response to the BC ESA for TOC/Casual Sick Days and Alberta collective agreements for personal days, an option was added to the absence code payroll page to deduct any absence time as one day. The expectation is that the storage bank must be set to days. To activate this per absence code, drill down into the payoll detail page and set “Convert to Days Using Scheduled Hours” to D (Any Time Entered Is Always a Day). Refer to the Enhancement Feature Sheet for more information. | ATR-11348 | |
Atrieve HR | Absence/Dispatch | On the web portal, when viewing absence, dispatch, or leave history from My Info > Time & Attendance > View or Change, added columns for Location on all tables. On the dispatch table, we also added an Abs column to identify dispatches marked as absent and changed the units column to display dispatch units rather than absence units. | ATR-12545 | |
Atrieve HR | Absence/Dispatch | A new prompt, 'Active/Inactive/Both' has been added to Accumulation of Days Worked Report screen | ATR-13508 | |
Atrieve HR | Absence/Dispatch | In Atrieve HR, Replacement Employee Availability Report, we’ve replaced the demographics location prompt to leverage locations from from the Sub/Cas Preference Record. This report can now be run to identify replacement employees who are able to work at specified locations. | ATR-13563 | |
Atrieve HR | Absence/Dispatch | Added entitlement checking in web absence entry against absence codes set up with storage banks deducting 1 day for every date occurrence (any amount of absence time in a day is deducted as a day). | ATR-13832 | |
Atrieve HR | Absence/Dispatch | In Atrieve HR Assignments, removed the warning pop-up related to future absences, dispatches, and evaluations for the employee and moved the information to the footer of the assignment. | ATR-13843 | |
Atrieve HR | Absence/Dispatch | In Atrieve HR, enhanced the “Dispatch - Mark as Absence” functionality in absence/dispatch changes. If the pay code selected has a storage bank unit factor of “PER DAY”, the system will deduct 1 day. This is calculated by taking the total units of dispatches in a day against a PER DAY pay code and dividing it by itself to deduct 1 day. More detail is available on the key enhancement feature sheet. | ATR-14035 | |
Atrieve HR | Assignments | In Atrieve HR Assignments, updated the Salary Grid lookup to include Grid Point 1 Rate and Base Hours. Updated the user interface. | ATR-13825 | |
Atrieve HR | Attendance Management | In Atrieve HR, added functionality to Absence/Dispatch Changes to show the user all processed/unprocessed Attendance Management Web comments related to that particular absence or dispatch. This new feature can be found by going to Actions, then View Attendance Comments. Please refer to the Key Enhancement Feature Sheet for more information. | ATR-14017 | |
Atrieve HR | Attendance Management | In Attendance Management Web, when the Abs (replacement is absent) column is displayed, the data is bolded to more easily and quickly identify absent replacements. | ATR-14269 | |
Atrieve HR | Automated Dispatch | In Atrieve HR, when the Automated Dispatch System deactivates a replacement employee due to exceeding the specified refusal count, the system will now produce an audit trail record. | ATR-15393 | |
Atrieve HR | Employee Maintenance | Enhanced the Atrieve HR Quick Entry Menu Update Process to clear out all entries prior to updating the menu with the new quick entry items imported during Quick Entry Import. | ATR-13964 | |
Atrieve HR | Evaluations | In Atrieve HR, Evaluation Interval Codes - introduced a proof-of-concept to consolidate the add/change/delete/inquire functionality. Upon opening the interval type code in add, change, delete, or inquire, the user will see the inquiry screen. To add a code, click the add/change toggle next to the code lookup. To change, delete, or inquire upon a code, enter the code or use the lookup. From there, click the Change button to change the code or delete button to delete the code. The button functionality is tied to SMS security so those who should not have access to delete, for example, will still not be able to use the delete button. | ATR-14729 | |
Atrieve HR | Interface to Payroll | In Atrieve HR, added functionality for absence costing to use the bank code (BC) pay codes with non-master absence codes. | ATR-13986 | |
Atrieve HR | Interface to Payroll | Requires Configuration. In Atrieve HR, made a change to the Dispatch Search Parameter Profile field “Over-Ride Rate by Units”. Previously, this feature could be defined to override the absence or dispatch rate based on the dispatch units. The rate would not override the rate if the original calculated rate was higher than the override rate. This change will allow the calculation to keep the override rate even if it is lower than the calculated rate. For example, if the employee’s regular daily rate is $225, they would typically earn $112.50 for a half-day. If the half-day override rate was defined as $100, then the system would pay the higher of the two amounts ($112.50). By adding a * to the field, the system will use the over-ride rate at all times with no exceptions. For example, but not limited to: /0.5=*100/ or /0.5<=*100/. The asterisk can also be used with ‘greater than’, ‘equal to or greater than’, and ‘less than’ operators. | ATR-14077 | |
Atrieve HR | Interface to Payroll | In Atrieve HR, absence costing, enhanced deducting any amount of time as a day to include amendments to units. While storage banks would not need to change if the units were changed, payroll may require the amendment to the timesheet hours/FTE. Also included an “absent employee costing per day adjustment report” to account for any resolved rounding issues. Please refer to the key enhancement features sheet for more information. | ATR-14292 | |
Atrieve HR | Job Posting | In Atrieve HR, added auditing to the job posting module. When running the Audit File Report, type “DB:JOB POS” as the selected employee to report on changes to a posting made through Atrieve HR. | ATR-9937 | |
Atrieve HR | Leave Management | Added a new leave entitlement unit for use with annual limits called “occurrence”. This will allow school districts to set up leave codes that check against number of occurrences taken in a year. Please refer to the product enhancement feature sheet for more information. | ATR-11358 | |
Atrieve HR | Reporting | In Atrieve HR, made an adjustment to the way pages are laid out in the Assignment Function Line Comparison report so that the comparison of a single employee’s actual function line to proposed does not break across pages. | ATR-9914 | |
Atrieve HR | Report Writer | Authorizer Timestamp Date and Time have been added to the Employee Timesheet table in HR Report Writer. | ATR-13487 | |
Atrieve HR | Staffing Notification | In Atrieve HR, staffing notification changes, deletions, and inquiry now display the payroll ID, payroll user, and email addresses on the main page without having to drill down further into the details of the destination record. | ATR-13826 | |
Atrieve HR | Staffing Notification | In Atrieve HR, added 4 new options to the staffing notification system profile to allow for the calculation of supervisor using authorizing location. Please refer to the key enhancement feature sheet for more information and for details on how to activate this functionality. | ATR-13828 | |
Atrieve HR | Staffing Notification | In HR Report Writer, added a table to report on staffing notification records. | ATR-14414 | |
Atrieve HR | Staffing Notification | Performance enhancements have been made in Staffing Notification (New) improving the time that it takes to load the Staffing Notification Processing list page. | DNET-9273 | |
Atrieve Payroll | ||||
Atrieve Payroll | Benefits - BC | Updated the BC Benefit Liability Extract (Mercer) to accommodate 2018 and 2021 updates. Please refer to the key enhancement feature sheet for details. | ATR-9706 | |
Atrieve Payroll | Benefits - BC | In Atrieve Payroll, added Appendix D (Retiree Data) to the BC Mercer Extract. Refer to the help guide under Year End Benefit Liability Extract for more info. | ATR-14260 | |
Atrieve Payroll | Benefits - ON | In Payroll, Ontario Benefits > HRIS Benefits Update Process, added a prompt to allow users to select employees by function line component and whether that function line component should be matched on the master function line or all function lines. | ATR-13386 | |
Atrieve Payroll | Benefits - ON | In response to new requirements from the Ontario Teachers Insurance Plan (OTIP), we have added a new option in the OTIP Benefits Profile in Payroll for school districts in Ontario to identify which user defined field number on each position code to use for position classification. If the field is left empty, then user defined field 04 on the position code will be used. | ATR-13926 | |
Atrieve Payroll | Deductions | In Atrieve Payroll, added a prompt to the absent deduction report so users can select if they want to run function line selection against the master function line or all function lines an employee has. | ATR-13395 | |
Atrieve Payroll | Employee Maintenance | In Atrieve Payroll, when a grid increment with salary update is run and the user responds Y to Process HR Salary Grid and Pay Rate Updates, they will receive a warning after entering the effective date of the HR Assignment to avoid any unintentional HR updates and to re-verify the date entered. | ATR-13667 | |
Atrieve Payroll | Employee Reporting | In Atrieve Payroll, added an excel output to the Name / Number Report. | ATR-11417 | |
Atrieve Payroll | Employee Reporting | In Atrieve Payroll, updated the Batch Transaction Analysis Report to ensure what the user enters in the Starting Batch to Report field copies down to Ending Batch to Report. | ATR-13499 | |
Atrieve Payroll | Employee Reporting | In Atrieve Payroll, added total salary details to the Payroll Master Report. When running the report to screen or PDF and selecting “Y” on Print Salary Totals prompt, the report now displays a field for total allowances and a total salary which includes salary plus allowances. When running the Payroll Master Report, there are new columns for Occupation Code Premium, Shift Code Premium, and a Total Salary field which is salary plus all premiums from occupation and shift codes. | ATR-14144 | |
Atrieve Payroll | Payroll Process | In Atrieve Payroll, created a new Timesheet Entry Adjustment Process to accommodate the recalculation of sick pay for replacement employees. For more information, please refer to the key enhancement feature sheet and help guide. | ATR-11304 | |
Atrieve Payroll | Payroll Process | In Payroll, added a Time Entry Adjustment Process. This process will calculate the employees daily average wage for the 30 calendar days immediately preceding the selected timesheet entry date. The selected timesheet entry will be updated with the total daily average wage is divided by the unit of time on the timesheet, thus totaling the daily wage. Please refer to the key enhancement feature sheet for more information. | ATR-11314 | |
Atrieve Payroll | Payroll Process | A prompt has been added to control where test pay statement files are sent. This test will now use this email address and no longer use the email address from the Global Email Profile. | ATR-13153 | |
Atrieve Payroll | Payroll Process | When processing stat pay based on an average of payroll hours, added an option to the prompt "user first rate, selected rate, % of earnings or average rate" of "average rate". The stat pay generation will calculate the average rate and average hours based on days worked. The stat pay generation report will also display eligible earnings to help clarify the calculation. | ATR-14508 | |
Atrieve Payroll | Payroll Process | In Atrieve Payroll, added safeguards to the payroll stream so users do not accidentally update a pay period more than once. During payroll stream if the pay period has already been updated, users will be blocked from running again. During the pay stream, the system will check if a batch has been held and if there is, then the process will be stopped and report will be issued indicating the error. Any Payroll job (any step of the payroll stream or payroll update) will check if the Pay Period is updated before starting to run. This will ensure when users submit the payroll update twice - the second one will only print a message and exit the process with no effect on the payroll tracking. | ATR-14747 | |
Atrieve Payroll | Pension - AB | In Atrieve Payroll, added an excel output for the LAPP APEX Merge Process. | ATR-14369 | |
Atrieve Payroll | Pension - BC | From the direction provided by the BC Pension Corporation, Atrieve Payroll has a new program under Pension > BC Pension Reporting called “BC Pension Union Export”. This report will allow BC districts to supply the pension corporation with the union membership data required. | ATR-11259 | |
Atrieve Payroll | Pension - MB | In Atrieve Payroll, improved the Manitoba Bill 57 report to select employees' based on minimum salary across all payrolls selected, not just on individual payrolls. The report will also display all salary lines if they earn the minimum accumulated salary across all payrolls selected. | ATR-13354 | |
Atrieve Payroll | Pension - MB | In Atrieve Payroll, renamed Manitoba Association of School Trustees (MAST) Pension to Manitoba School Boards Association Pension Plan (MSBA). This name change affects menu options, program screen headers, and report headers. | ATR-13835 | |
Atrieve Payroll | Pension - MB | In Atrieve Payroll, Manitoba TRAF Pension Generation Report, we have added a new prompt under the Variant Deduction Codes called Voluntary Deduction Codes. Amounts for these selected deduction codes will appear on the report with type VA and Service Type/Code 043. | ATR-14045 | |
Atrieve Payroll | Pension - ON | In Payroll, enhanced the Ontario Teachers' Pension Report Creation by adding a prompt for "Pension Reporting Based on Days or Storage Bank". Payroll users can select 'D' to generate the Teachers' Pension report using the days as the per the year-to-date history for the given period. Alternately, payroll users can enter 'S' to generate the report using an alternate storage bank that is defined to track pensionable days worked. The employee's bank value for the given period will determine the employee's FTE and service credits. Please refer to the help file for the Ontario Teachers’ Pension Report Creation for more information. | ATR-10992 | |
Atrieve Payroll | Report Writer | Fixed an issue in Payroll Report Writer where some 1.0 FTE employees with pay types other than L, H or P were showing blanks when reporting percent employed. | ATR-12628 | |
Atrieve Payroll | ROE | In Payroll, Preliminary ROE Creation and Changes, updated the descriptions of Reason for ROE for Code A00 to Shortage of Work / End of Contract or Season, Code Z00 to Compassionate Care/Family Caregiver. | ATR-13319 | |
Atrieve Payroll | Storage Banks | In Atrieve Payroll, added a warning to Salary Grid Increment by Storage Bank if user selects an inappropriate pay period (older than 6 months) for the storage bank adjustment. | ATR-13815 | |
Atrieve Payroll | Taxes | In Atrieve Payroll, updated the tax formula to meet 2023 requirements. | ATR-14666 | |
Atrieve Payroll | Timesheet Entry Web | In Timesheet Entry Web, when users review timesheets for employees with amendments, they will see the category description instead of the code. | ATR-13616 | |
Atrieve Payroll | Timesheet Entry Web | In Atrieve Payroll, added Web Timesheet Soft Delete to allow payroll users to soft delete an employee’s timesheet (or reverse the soft-delete of a timesheet). A soft deleted record will be ignored by Web Timesheet processes and the record will not be reported nor imported into payroll. Records already imported cannot be soft deleted. Users will no longer be required to submit support cases to have records soft deleted. The new program can be accessed by going to Generate Payroll > Payroll Data Entry > Web Time Entry > Web Timesheet Soft Delete. | ATR-13790 | |
Atrieve Payroll | Timesheet Entry Web | Updated Timesheet Entry Web so that amounts entered in a timesheet total on each row during entry. | ATR-13845 | |
Atrieve Payroll | Timesheet Entry Web | This change caters to not displaying Authorize Amendments and Unauthorize Amendments button on the screen if the Total Units is 0 for that timesheet. | ATR-13948 | |
Atrieve Payroll | Timesheet Entry Web | In Web Profile Maintenance, relabeled the TSW Tab field: “List of soft-deleted locations to exclude from employee selections” to remove the words “soft-deleted” since the profile is not specific to soft-deleted locations. | ATR-14507 | |
Resolved Issues
Product | Module/Program | Description | Reference | Idea Ref |
|---|---|---|---|---|
Atrieve Finance - Resolved | ||||
Atrieve Finance | Accounts Payable | In Atrieve Finance, fixed an issue in purchase order entry where the enter key would not trigger the close button on the PO Line Description pop-up. | ATR-11404 | |
Atrieve Finance | Accounts Payable | Issued cheque report no longer displaying incorrect totals for partial payments or PST entries. | ATR-12475 | |
Atrieve Finance | Accounts Payable | Resolved issue when closing a PO in Invoice Interface, the GL will no longer over decommit the original PO amount. | ATR-13930 | |
Atrieve Finance | Accounts Payable | Fixed an issue in Atrieve Finance where users were able to suspend an in-process invoice. | ATR-14063 | |
Atrieve Finance | Accounts Payable | Issue observed on Invoice Delete screen, where message pop up was disturbing the UI of the page and was not displaying properly. This issue is fixed now. | ATR-15062 | |
Atrieve Finance | Accounts Payable | Resolved issue in Invoice Changes where you could not delete IEW and EEW attachments if approved in error. | DNET-7731 | |
Atrieve Finance | Accounts Receivable | When certain conditions were met, resolved receipt inquiry from displaying incorrect customer. | ATR-12581 | |
Atrieve Finance | Accounts Receivable | Issue observed on Accounts Receivable>Account Maintenance>Print Statements screen, where sending the statements was taking long time. This issue is fixed now, a limit is set so that if user select more than 50 statements to send then they will be seeing 3 messages so that they will be aware that process is going on. | ATR-14250 | |
Atrieve Finance | Budget Planning System | Adding chart of accounts to the new year in Budget Planning System (BPS): BAS to BPS Budget Transfer no longer giving error of invalid budget year. | ATR-10108 | |
Atrieve Finance | eForms | In Invoice Entry Web and Employee Expense, resolved an issue where entering an FIA vendor on an approval section changes the address entered for the original vendor. | ATR-14057 | |
Atrieve Finance | End Month/Year | In Atrieve Finance, fixed an issue in Year End Processing report where the excel report did not display correct values. | ATR-9344 | |
Atrieve Finance | Fixed Assets | Issue observed in Fixed Asset System that Disposed Assets were still showing in Mass disposal screen and should be filtered out. This issue is fixed now, disposed assets are no longer displayed. | ATR-13682 | |
Atrieve Finance | General Ledger | Issue observed on year end processing screen when generated in Excel was missing GL’s. This issue is fixed now. | ATR-13933 | |
Atrieve Finance | Journal Entry | For JE Batch type security, Reverse and Append permissions will now be considered for respective pages. Earlier Create permission was being considered for Reverse and Append pages. | DNET-8864 | |
Atrieve Finance | Journal Entry Web | Following are resolved with Scheduled Journal Entry:
| DNET-5533 | |
Atrieve Finance | Journal Entry Web | Changes made to BAS Calendar will now be reflected under JE within 30 minutes. Caching time changed from 1 hour to 30 minutes. | DNET-6323 | |
Atrieve Finance | PCard | Resolved issue in P-Card Interface in Atrieve Web where interface was missing GST entries. | ATR-15894 | |
Atrieve Finance | PCard | A user/reviewer who is both location and final reviewer, when submits cardholder transaction for supervisor review: supervisor will now receive email notification. | DNET-8123 | |
Atrieve Finance | Pcard | A user who is both final and location reviewer, clicking Ready for Invoicing button on cardholder summary page (when transaction is submitted for final review) changes status to Ready for Invoicing and no email notification is sent. | DNET-8124 | |
Atrieve Finance | Pcard | Performance has been improved when loading the Cardholder Transactions Summary page, Subordinate Transactions Summary page, and Locations Transactions Summary page, and the performance has been improved when submitting transactions to the next level of review (for example: submitting for supervisor review, and submitting for final review). | DNET-8916 | |
Atrieve Finance | Purchasing | In Atrieve Purchasing, fixed an issue where an “A” would be displayed in the Order Number when clicking Save on Receipt Changes. | ATR-6895 | |
Atrieve Finance | Purchasing | Resolved PO Entry and PO Copy issues with clicking on pencil icon on ship to address. Resolved calendar date issues and estimate calculator. | ATR-14151 | |
Atrieve Finance | Purchasing | In Atrieve Purchasing, fixed an issue where print history was not being capture when purchase orders were being emailed from Purchasing. | ATR-14179 | |
Atrieve Finance | Purchasing | Issue observed when the PO is locked and user tries to approve, deny or print the same, the application was getting hanged. This issue is resolved now. Appropriate message will be displayed to user if PO is locked. | ATR-15030 | |
Atrieve Finance | Purchasing | Nightly PO export into XML file will handle PO’s over 78 detailed lines without error. | ATR-15373 | |
Atrieve Finance | Report Writer | In Atrieve Finance Report Writer, resolved an issue where GL dictionary fields could not be used in Purchase Order reports. | ATR-13481 | |
Atrieve Finance | Report Writer | In Finance Report Writer, fixed an issue where clicking links to supporting documentation (attachments) would display an error page. | ATR-14300 | |
Atrieve Finance | Report Writer | In Finance Report Writer, fixed an issue where reports using links to uploaded documents were running very slowly. | ATR-14438 | |
Atrieve Finance | Report Writer | Issue observed in Finance Report Writer where a # key in invoice number was causing issue. This issue is resolved now. | ATR-14620 | |
Atrieve Finance | Report Writer | Issue observed in Finance Report Writer (FRW) where three segments, the Sub-ledger Name, Level 1 and Level 2 were not pulled up correctly when subledger have one char prefix. This issue is fixed now, able to see correct prefix, level 1 and level 2. | ATR-15129 | |
Atrieve Finance | Requisition Web | In Atrieve Purchasing, fixed an issue where a “Y” would be inserted when clicking Ok after searching for a requisition within Requisition Authorization. | ATR-6867 | |
Atrieve Finance | Requisition Web | Issue observed that for Stock lookup - Search was not always working. This issue is fixed now. | ATR-10204 | |
Atrieve Finance | Requisition Web | When copy pasting a full row data from excel to Description section, requisition details will now get displayed properly (not misplaced) under atrieve Web Requisition Inquiry (Note that this is fixed only with New Requisitions) | DNET-5893 | |
Atrieve Finance | T4A | In Atrieve Finance, fixed an issue where T4A footnote code 11 box 106 was not appearing in the xml file under the vendor. | ATR-14665 | |
Atrieve Finance | Vendor Maintenance | Issues observed that when Payroll Employee Changes the bank settings for Employee, Vendor Audit log was not getting updated. This issue is fixed now. | ATR-13440 | |
Atrieve Global - Resolved | ||||
Atrieve Global | eForms | Fixed an issue where an error would be seen when editing or creating eForms for Staffing Requisition. | ATR-14070 | |
Atrieve Global | eForms | In eForm Designer, fixed an issue where adding fields after spaces in tables would cause the browser page to freeze. | ATR-14195 | |
Atrieve Global | eForm/Routing | Resolved issue in eForm routing where users were not able to delete attachments if the task wasn’t approved. Users in the route can now delete attachments that were uploaded, until the task is fully completed or approved. | DNET-8038 | |
Atrieve Global | Reporting | Issue observed on Web Navigation and Web Confirmation reports where time was displaying in PST. This issue is fixed now. | ATR-15127 | |
Atrieve Global | Security | In Atrieve Web, Security Management System (SMS), fixed an issue where users could not easily create/save an authorization password. | ATR-8955 | |
Atrieve Global | Security | Issue observed in SMS>Adhoc Maintenance, typing in the Sequence Column it was missing the characters if you type too fast. This issue is resolved now. | ATR-13627 | |
Atrieve Global | Security | Issue was RBS constraint operator used to drop during Edit mode, now the issue is resolved and operator displays as it was shown in the grid before you edited the constraint. | DNET-5488 | |
Atrieve Global | Security | Security Builder - GL Security Template: On Edit Template page, when more than 100 records are available, user will now be able to save after deleting a record. | DNET-6773 | |
Atrieve Global | Security | Menu Builder - When a new role is added and menus are added, same will now get displayed under Role page. | DNET-10617 | |
Atrieve Global | Web Portal | Help links found throughout the Atrieve software have been updated to reflect our new PowerSchool documentation content spaces. | DNET-9096 | |
Atrieve HR - Resolved | ||||
Atrieve HR | Absence/Dispatch | In Atrieve HR, fixed a cosmetic issue where some fields were grayed out in Leave Inquiry. | ATR-11151 | |
Atrieve HR | Absence/Dispatch | In Atrieve HR, fixed an issue where absences added through Absence/Dispatch Additions for a location-based Pro-D day were being removed from the absence detail. | ATR-13651 | |
Atrieve HR | Absence/Dispatch | Resolved an issue where manual intervention emails for duplicate records were being created after absence entry. | ATR-15699 | |
Atrieve HR | Assignments | In Atrieve Payroll, resolved an issue where salary updates from Payroll to HR would only pro-rate for employees with a position with FTE units in HR. The system will now check the HR Assignment Screen Control Profile field “Multiply Rate by FTE when FTE changes” to determine if the salary should be pro-rated on the assignment. Similarly, in Atrieve HR, the PRM/OPS Salary Grid Comparison Process, we’ve added an option to the “multiply grid rate by FTE” of “M” to refer to the Assignment Screen Control Profile as mentioned above to determine whether the salary should be pro-rated. | ATR-13384 | |
Atrieve HR | Assignments | In Atrieve HR, fixed an issue where the salary grid on a new assignment was not defaulting from the position code. | ATR-14140 | |
Atrieve HR | Assignments | In Atrieve HR, fixed an issue where users could not access the Assignment location subjects/levels info when the profile for “Subject Hours/FTE MUST Equal Total Location Hours/FTE” was set to Yes. | ATR-14142 | |
Atrieve HR | Assignments | In HR Assignment Additions, fixed an issue where locations were not being loaded from the job posting when a job posting number was added to the assignment. | ATR-14143 | |
Atrieve HR | Assignments | In Atrieve HR, fixed an issue where a wildcarded GL was not loaded to a new assignment from the position code. | ATR-14257 | |
Atrieve HR | Attendance Management | In Atrieve HR, Absence/Replacement Screen, fixed an issue where users could not cancel out of the week ending date selection prompt. | ATR-10161 | |
Atrieve HR | Automated Dispatching | Fixed an issue in Automated Dispatch where a “no ring back” would take 5 minutes to detect and also fixed the issue where these calls were not registering as a call to the employee and not count towards their calls per non-requested sub per job setting. | ATR-4576 | |
Atrieve HR | Automated Dispatching | Fixed an issue where text messages were not reaching SaskTel phone numbers. To resolve this issue, we added a Phone Number Prefix field to the Text Service Provider profile in Atrieve Web so that any service providers could be set up with a “1” prefix added to any phone number during texting. | ATR-7010 | |
Atrieve HR | Automated Dispatching | Fixed an issue in Atrieve HR, Substitute/Casual Inactivity Report, where the user could not enter multiple status codes. | ATR-13897 | |
Atrieve HR | Automated Dispatching | Issue observed where select employees were being incorrectly calculated as Priority TOC. This issue is fixed now. | ATR-13919 | |
Atrieve HR | Automated Dispatching | Issue observed in ADS queue where replacement was able to cancel a dispatch multiple times if record is locked in Atrieve web. This issue is fixed, now if dispatch is cancelled or shorten if record is opened in Atrieve web then message will be displayed to user and it will block them to shorten or cancel the dispatch. | ATR-14213 | |
Atrieve HR | Automated Dispatching | In Atrieve HR, fixed an issue in the ADS Text Notification Report where two colon characters were printed and the last digit of time was not displayed. | ATR-14307 | |
Atrieve HR | Benefits | In ASEBP Employee/Dependent Benefits Inquiry screen, fixed an issue where two restart buttons appeared. | ATR-7884 | |
Atrieve HR | Costing/Interface to Payroll | Fixed an issue in Atrieve HR where a duplicate Excel report would be downloaded when running absence costing to Excel. | ATR-10432 | |
Atrieve HR | Costing/Interface to Payroll | Issue observed on Absent Employee Costing Report that Zero or Negative Monies message doubles in Report Viewer. This issue is fixed now. | ATR-12477 | |
Atrieve HR | Costing/Interface to Payroll | Issues observed on Absent Employee Costing Process that was duplicating first employee name and number when running to Excel. This issue is fixed now. | ATR-13628 | |
Atrieve HR | Costing/Interface to Payroll | In Atrieve HR, corrected an issue in absence costing when selecting W (process unauthorized weeks) in the field “Process if unauthorized week or unapproved week”. In the listing of exceptions and errors, the report would incorrectly display the “leave not approved” message for an employee, repeating the message of the record above it in the same week ending date. | ATR-14411 | |
Atrieve HR | Costing/Interface to Payroll | In Atrieve HR, fixed an issue in absence costing where the system would incorrectly take hours from a bank that did not have enough hours when the “BC” (Bank Code) keyword was used on the absence code pay code field and there were non-master absence codes with the same payroll using different storage banks. | ATR-14594 | |
Atrieve HR | Costing/Interface to Payroll | When a storage bank is calculated as having no time in it, the costing report is no longer creating a zero unit entry on the absence costing report before costing the absence to the second bank identified on the absence code. | ATR-15412 | |
Atrieve HR | Database Maintenance | In Atrieve HR, resolved an issue on the lookup anywhere Absence Code is found where the lookup table listing would not jump to the letter selected on the keyboard. Users can now type a letter when the lookup is open to be taken to absences codes that start with that letter. | ATR-13880 | |
Atrieve HR | Employee Maintenance | Fixed an issue in Atrieve HR, Future Action Additions, where using the enter key in address or phone number changes would save the record rather than moving the user to the next field. | ATR-13797 | |
Atrieve HR | Employee Maintenance | Fixed an issue in Atrieve HR where the Hire Record file number field data would be converted to a date format. | ATR-13935 | |
Atrieve HR | Employee Maintenance | In Atrieve HR Demographics, added country code validation when the user enters a Canadian province, a warning will display if the user tries to enter any country code other than CAN. | ATR-15061 | |
Atrieve HR | Evaluations | In Atrieve HR, fixed an issue in Evaluations where the notification intervals could not be updated by using the lookup. | ATR-14170 | |
Atrieve HR | External Job Posting | |||
Atrieve HR | Job Posting | Issue was on Teacher Postings where subjects were displayed only the assignment subjects if they are ‘current’ asof the current date. This issue is resolved now by add a new field “Display assignment subjects/levels even if not current asof system date (Y/N)” in profile maintenance . Setting this field to Y or N, will display all subjects for all assignment current or not OR will display subjects that are current as of the system date will display. | ATR-10916 | |
Atrieve HR | Job Posting | In Atrieve HR, fixed an issue where the restart button was not functional in the Job Posting Application Changes screen. | ATR-13788 | |
Atrieve HR | Job Posting | Issue observed on Web Screen Changes Screen>Type A2 that rationale Email address field was accepting only 30 characters. This issue is fixed now, field is accepting 50 characters. | ATR-13789 | |
Atrieve HR | Job Posting | Resolved an issue with Job Posting Inquiry where Position Category was being changed to C when user tried to Copy the posting using the hotkey ALT+O. This issue is resolved now. | ATR-14291 | |
Atrieve HR | Job Posting | Issue observed was in JPW Posting page where Hyperlink Java Script was getting displayed when printed. This issue is fixed now. | ATR-14660 | |
Atrieve HR | Job Posting | In Atrieve HR, fixed an issue where some users could not use Job Posting Copy and instead would see an error about the posting number. | ATR-15091 | |
Atrieve HR | Onboarding | Onboarding Token/Account: Issue was that, Token and Account were still available even after Onboarding Package gets completed, issue is now resolved and the Token and Account gets deleted when onboarding package gets completed. | DNET-8089 | |
Atrieve HR;//' | Reporting | In Atrieve HR, corrected a prompt on the Location FTE Report Annualized that displayed “exclude teaching days”. The prompt now correctly displays “Exclude Teaching Holidays”. | ATR-14720 | |
Atrieve HR | Report Writer | In HR Report Writer, when using absences and dispatches table, the selection fields can only be set to “equals to”. Removed the other modifiers on the selection page such as “not equals to” to avoid confusion. | ATR-14262 | |
Atrieve HR | Report Writer | Issue observed in HRW where error message was getting displayed when field Days_Using_Sched_HPD is used. This issue is fixed now, running the report in both HR Report Writer live and warehouse environments is not crashing. | ATR-14806 | |
Atrieve HR | Staffing Notification | In Atrieve HR, corrected a field label on the Staffing Notification Report. The field had been incorrectly labelled as Destination Code and now correctly displays Destination Type Codes. | ATR-14497 | |
Atrieve HR | Staffing Notification | In Atrieve HR, resolved an issue in address change staffing notifications where the system would use the supervisor’s address as the employee’s old address when manually entering the supervisor because the supervisor could not be calculated, | ATR-14755 | |
Atrieve HR | Staffing Notification | When notification is marked Completed through SNPS (new), same will be now reflected under atrieve web Staffing Notification Inquiry: Staffing Notification Lookup | DNET-8766 | |
Atrieve HR | Workboard | Added a new keyword of <FIRST_DAY_SCHEDULE> that can be added to the text and email profiles for the Workboard requested employee message (Profile Maintenance > ADW Tab). Adding this keyword will print the first day’s schedule on the text and/or email for the replacement employee’s information. | ATR-10463 | |
Atrieve Payroll - Resolved | ||||
Atrieve Payroll | Benefits - Alberta | Issue observed on Alberta HRIS Export Process screen where export file was displaying FullTime column as INELIGIBLE even though they are eligible as their FTE is greater than % entered. This issue is fixed now, ineligible employees are no more visible, FTE has values more than and equal to the percent entered in “The Minimum % Employed To Report” field and if less than the minimum input then the employee would be omitted. | ATR-14565 | |
Atrieve Payroll | Benefits - Ontario | In Atrieve Payroll, OTIP Global HRIS Export Changes, fixed an issue where employees with status code R was not displaying leave records. | ATR-14081 | |
Atrieve Payroll | Benefits - Ontario | OTIP / One-Trust Extracts enhanced to only report each class / plan code on the applicable extract. | ATR-15335 | |
Atrieve Payroll | Employee Maintenance | The unexpected/ special characters are not populated on search field for Employee Demographics screen on employee search. | ATR-8300 | |
Atrieve Payroll | Employee Maintenance | In Atrieve Payroll, resolved an issue where salary updates from Payroll to HR would only pro-rate for employees with a position with FTE units in HR. The system will now check the HR Assignment Screen Control Profile field “Multiply Rate by FTE when FTE changes” to determine if the salary should be pro-rated on the assignment. Similarly, in Atrieve HR, the PRM/OPS Salary Grid Comparison Process, we’ve added an option to the “multiply grid rate by FTE” of “M” to refer to the Assignment Screen Control Profile as mentioned above to determine whether the salary should be pro-rated. | ATR-13384 | |
Atrieve Payroll | Employee Maintenance | In Atrieve Payroll Employee Demographics, the system will ensure the employee’s country code is CAN when a Canadian Province is used in the Province field. | ATR-14688 | |
Atrieve Payroll | Employee Maintenance | In Atrieve Payroll, resolved issues with the save button needing to be clicked more than once on the Bank screen in Employee Demographics. | ATR-15000 | |
Atrieve Payroll | Employee Reporting | In Atrieve Payroll, GL Report by GL Account/Employee Number, fixed an issue where users could not key in a pay period with a special character. | ATR-13684 | |
Atrieve Payroll | Government Reporting - BC | In the BCPSEA Extract, fixed an issue where the extract would fail on employees reporting negative elements. | ATR-4522 | |
Atrieve Payroll | Government Reporting - BC | Removed the BCPSEA Extract maximum limits on elements Element 19, 35, and 38. | ATR-4537 | |
Atrieve Payroll | Government Reporting - BC | Fixed an issue in the BCPSEA File upload where a blank page would appear in Microsoft Edge browsers instead of an applicable error message. | ATR-6709 | |
Atrieve Payroll | Government Reporting - BC | In the BCPSEA EDAS Extract, fixed an issue where TTOC locations were not always correctly mapped to the district number+00000. The mapping has been changed so that any positions mapped to BCPSEA position 0000 will have a location of district number+00000. | ATR-10607 | |
Atrieve Payroll | Interface to Payroll | In Atrieve Payroll, during the payroll parallel entry interface report, the system will check for reversed entries (e.g. negative hours). When there are reversed entries, the system will check the parallel pay code to determine whether time against that pay code had been previously taken. If not, the reversal against that parallel pay code will be omitted and a message to that effect will be printed on the report. | ATR-12474 | |
Atrieve Payroll | Payroll History | In Atrieve Payroll, when a GL is locked in Finance, it will no longer appear as “invalid account” and will instead display “locked” when viewing payroll history. | ATR-13630 | |
Atrieve Payroll | Payroll History | Issue observed on Employee Inquiry that clicking on YTD History button on the Storage bank screen was reacting wrong and causing control to clear the employee and put the 'H' into the employee number field. This issue is fixed now, clicking on back button takes user to previous screen, instead of clearing employee data. | ATR-14149 | |
Atrieve Payroll | Pension - AB | In Atrieve Payroll, Alberta Pension, corrected an issue where ATA Dues and contributions were not splitting as expected. | ATR-14303 | |
Atrieve Payroll | Pension - ON | Error resolved in OMERS Pension Regeneration Process when certain conditions were met. | ATR-15726 | |
Atrieve Payroll | Storage Banks | In Atrieve Payroll, fixed an issue where users could not delete banks created during Employee Additions. | ATR-13979 | |
Atrieve Payroll | Storage Banks | In Atrieve Payroll, fixed an issue in Employee Changes - Banks - where changes made through the Modify button would not be saved if the user immediately used the Adjust button to adjust days/hours in the bank. | ATR-15154 | |
Atrieve Payroll | T4 | In Atrieve Payroll, added further validation on country codes in the T4 Pre-Validation. The pre-validation will flag any country codes not found in the country code database. | ATR-14630 | |
Atrieve Payroll | Timesheet Entry Web | In Timesheet Entry Web, resolved an issue with the the “Number of Days Authorizer Week is Open” profile where any number equal to or greater than 7 would result in allowing an additional day to perform a timesheet entry. | ATR-13937 | |
Atrieve Payroll | Timesheet Entry Web | Timesheet Management no longer displays an error or blank timesheet categories when selecting timesheets with amendments. | ATR-15786 | |
Atrieve Payroll | WCB Reporting | In Atrieve Payroll, WCB Recalculation Adjustment, the “report invalid GL accounts only” prompt is no longer disabled when running in Report Only mode, and is now only disabled during Process mode. | ATR-14787 | |