Atrieve 23.02.01

Atrieve Finance

Atrieve Finance

Accounts Receivable

In Accounts Receivable Invoice Entry, added clarity to tax field labels: Tax Code is now PST Tax Code. If HST is not enabled: Relabeled GST field to GST Amount. If HST is enabled: Relabeled Tax field to HST Amount, the PST Tax Code is skipped (the user can click or arrow up to the PST Tax Code field if it is required). Moved descriptions for the PST Tax Code and GST/HST Tax Amount to the right of each prompt. Refer to the Improvements to Tax Fields in Accounts Receivable Invoice Entry feature sheet for more information.

ATR-13580

Atrieve Finance

Budget Manager

In Budget Manager Inquiry, users can now print the page by clicking the print icon. The sort direction arrows on the selected header is now darker to draw attention to user to the sort functionality.

ATR-1310.

Atrieve Finance

Budget Manager

In Budget Manager Inquiry, space between rows is reduced to allow for more data on the screen and printed page.

ATR-15441

Atrieve Finance

Budget Planning System

In Atrieve Budget Planning System, users can now audit database tables by navigating to BPS-Setup and Maintenance > Database > Audit Report.

ATR-15907

 Atrieve Finance

 Purchasing

 In Atrieve Finance, the following Purchase Order (PO) reports have a prompt added for selecting standing PO’s. The reports have also been improved to include the standing PO status: Report by Vendor Number, Report by GL Account, Report by Vendor Name, Order Statistics Report & Export.

 ATR-13264

Atrieve Finance

Purchasing

In Atrieve Finance, added a new profile so that purchase orders (PO's) can not be received or invoiced against until the PO is approved. A new profile must be activated to use this feature. The profile is activated from Atrieve Finance > Finance Setup > Profiles > User Profile Page 5: Allow Receiving & Invoicing on PO Prior to Approval. Setting to 'Y' will allow users to receive and invoice against an PO that has not yet been authorized. Setting to 'N' will prevent entry using a PO that is not authorized. Setting to 'W' will display a warning when an order number is entered that is not authorized, allowing the user to cancel or continue. A blank in this profile is treated the same as a 'W'.

ATR-15006

Atrieve Finance

Warehouse Inventory System

Added auditing for database tables in Warehouse Inventory System. This can be accessed from WIS-Setup and Maintenance > Database Setup > Audit Report.

ATR-14312

Atrieve Global

Atrieve Global

Email

Added an option to use an authenticated email server for all email functions within Atrieve Web.

ATR-16937

Atrieve Global

Insights

With the new Quick Links Power Tile your favorite menu items display directly on the Insights dashboard as soon as you sign into the Portal, reducing the click-path and providing immediate visibility to your quick linked pages.

The pre-existing Quick Links functionality is not changing, you may still access and modify your favorite pages by clicking the Home menu link.

DNET-3312

Atrieve Global

Insights

The Insights My Pending Tasks Power Tile is linked to the existing Task Manager, and displays the pending tasks for the logged in user. Viewing the pending tasks including the task count, from the dashboard, provides a quick way to access and process tasks related to a particular program.

DNET-5249

Atrieve Global

Insights

The Insights Employee Storage Banks Balance Power Tile provides a way to view details about an employees storage bank balances as associated to a selected time off type and payroll (if applicable).

DNET-5263

Atrieve Global

Insights

The Budget Manager Power Tile provides a quick glimpse into your locations operating budgets including your budget, commitments and expenditures and provides a way to navigate to Budget Manager Inquiry to further drill into more details.

Note that Budget Manager Inquiry requires a license. If your district is not licensed to use this product then the Power Tile will not be selectable to display on the dashboard.

DNET-5740

Atrieve Global

Insights

The My Absences Power Tile provides details about the logged in users absences, by absence type, and can be further filtered by the following specific time periods.

• Current School Year to Date

• Current Month

• Last Month

• Future 6 Months

In addition, users can drill down into more details about the absences for the period selected.

DNET-5747

Atrieve Global

Insights

The Employee Absences Power Tile provides details about a selected users absences, by absence type, and can be further filtered by the following specific time periods.

• Current School Year to Date

• Current Month

• Last Month

• Future 6 Months

In addition, you can drill down into more details about the absences for the period selected.

DNET-8028

Atrieve Global

Insights

The Custom Links Power Tiles provides a way to add links to external websites from your dashboard. Users with the Custom Links permission will have access to 5 Power Tiles that can be customized to group or categorize external links.

DNET-8773

Atrieve Global

Insights

The Menu Links Insights Power Tiles provide a way to categorize menu links, enhancing the functionality of Quick Links.

With Quick Links all of the quick linked menu items display in a single scrollable list, but you may want to categorize or group menu items for better visibility and easier access, for example a group of menu links for ‘Manage Staff’ or ‘Timesheet Administration’. The new Menu Links functionality includes access to 5 Power Tiles that can be customized.

DNET-8803

Atrieve Global

Insights

Once users have been granted permission to the Insights Dashboard they can choose the Power Tiles to display and customize the layout.

DNET-8809

Atrieve Global

Insights

The My Storage Banks Balance Power Tile provides a way for the logged in user to view details about their balances as associated to a selected time off type.

DNET-10608

Atrieve Global

Insights

The Report Links Power Tile provide a way to categorize/group report links, enhancing the functionality of the Report Writers.

When defining the report links to display on the Power Tile, the list of Report Writers is filtered by the Report Writers that the logged in user has access to. Users with access to Report Viewers only will not have access to reports from the Report Links tile.

DNET-10673

Atrieve Global

Insights

The Certificates Expiring Insights Power Tile provides quick access to the employee certificates that have expired or will be expiring in the near future for the selected location, enabling administrators/managers to pro-actively work with employees to bring their certifications up to date.

DNET-10851

Atrieve Global

Insights

Three new roles have been created to support user access to the Power Tiles that display on the Insights dashboard.

• Insights - Admin

• Insights - School Admin

• Insights - Emp

Permissions have been pre-selected for these roles, but note that you can further modify these pre-defined roles and permissions as needed or create additional roles to further refine the power tiles that employees will have access to.

Refer to the Insights User Documentation for more information about setting up Role Based Security

DNET-11648

Atrieve Global

Insights

The Portal Support Help page has been updated to include a link to the documentation for the new Insights Landing page. To access the Support Help page, click on the question mark icon located in the top right of the page header.

DNET-11744

Atrieve Global

System Access/Security

In a previous release User Manager was moved under the Security Builder menu Tools>Security & Setup>Security Builder>User Manager but this presented an issue for some districts as they wanted to grant permission to User Manager only and not the other menu items under Security Builder. For this release, access to User Manager can be granted independent of the the other Security Builder menu items.

DNET-7354

Atrieve Global

System Access/Security

District IT want to enforce security policies at their district that require their employees to authenticate to their identity service provider (either Microsoft or Google). By doing this, they can then have policies in place that enable their own multifactor authentication processes. A new configuration option has been added that provides a way to Enable/Disable" the Atrieve Login SSO page, so the district's IT can enforce third-party authentication providers like Microsoft or Google, along with their MFA policy. This configuration helps to prevent bypassing the district's IT MFA policy.

DNET-9295

Atrieve HR

Atrieve HR

Absences/Dispatches

Users can now view documents attached to leaves from My Info > Time & Attendance > View or Change. To add, change, or delete documents, users must use the Absence Edit function.

ATR-13785

Atrieve HR

Automated Dispatch System

In Atrieve HR, added an additional prompt when opening an ADS Group Profile for a category/position/subject code that does not already exist. The user will need to confirm that they want to create the new profile instead of the system automatically creating it, additionally warning the user of implications to the system if the profile is created. A delete button is also added to the ADS Group Profile so users can remove profiles no longer needed or inadvertently created.

ATR-10254

AERP-I-422

 Atrieve HR

 Certificates

The Employee and Certificate Import is currently used to import hired employees from a third-party job posting application. Previously, the program required the import file to contain specific fields in a specific order, which had aligned to a third-party job posting tool’s import file. If that file changed or if users want to import from another third-party application, the file would require manual manipulation. Now, users have control over defining what fields are imported and they are in control of defining where the fields are in the file. Refer to the Improvements to Employee and Certificate Import feature sheet for more information.

 ATR-15132

Atrieve HR

Evaluations

In Atrieve HR, improved the user interface (UI) for the evaluation lookup and added new columns for evaluation location code and evaluation completion code.

ATR-13526

AERP-I-239

Atrieve HR

Government Reporting

The Alberta Learning - Teacher Record Update will now report employees based on their assigned position category or demographic category. That way, a sub without an assignment will be reported and a teacher whose main assignment may not be a teaching category will still be reported. In addition, the report now only reports on assignments where the position category matches the category specified by the user to eliminate reporting of support assignments.

ATR-13831

https://powerschool-enhancements.ideas.aha.io/ideas/AERP-I-1458

Atrieve HR

Government Reporting

In Atrieve HR, removed the setup tables related to BC Form 2003 (e.g. “2003 Position”) as it is no longer required.

ATR-16585

Atrieve HR

Interface to Payroll

In Atrieve HR costing reports, added clarification to an exception message related to a potential issue when the dispatch search parameters are set to load fields from the absent employee’s function line (Page 3, Field: “Fields to Load from Matched Function Line). Users may already see an exception message related to being “unable to find paycode”. Added clarification that it is looking for the pay code on the absent employee’s function line.

ATR-13983

Atrieve HR

Interface to Payroll

In Atrieve HR, when running the absence or replacement costing processes there is no longer a limit to how many times the processes can be run in preliminary before requiring the user to run in final in order to clear the accrued selections or requiring engineering intervention to clear the accrued preliminary selections. Usability improvements were also made to the Previous Preliminary Selections lookup to add the week ending date, job number, and username of the previous selections to re-load.

ATR-16958

Atrieve HR

Leave Management

In Atrieve HR, added two new leave entitlement options: year limit from a storage bank; year limit from a storage bank where any time entered is a day. Many districts have collective agreements where some leave entitlements are provided as a specified number of days out of a specified bank. For example, a family illness entitlement may be 5 days from the employee’s sick bank. Please refer to the Key Enhancement Feature Sheet for more information.

ATR-1038

AERP-I-118

Atrieve HR

Report Writer

In HR Report Writer, added the ability to select on document storage fields within each doc type. This means users can create a report of employees with a specific document type by adding systemFileName as a selection field (found under the report writer folder DOCUMENT_STORAGE_FIELDS) along with then applicable fields from the document type sub folder in the display fields. From there, defining the range selection of systemFileName not equals from blank to blank would then return a list of employees with the document type identified through the display fields. For performance purposes, it would be beneficial to run this report from warehouse and/or with further selection criteria such as status and employee category. Users must ensure document storage fields are active by going to Tools > Security & Setup > Profile Maintenance Tabbed > RW Tab > Display Document Storage Fields in HRW should be Y. Then users should perform a report writer cache refresh by going to Tools > System Tools > Cache Refresh Programs > HR Cache Refresh > RWRefreshTime. A sample report will be made available on the PowerSchool community.

ATR-8486

Atrieve HR

Staffing Notification

In Atrieve HR, Staffing Notification System Profile, added an option under field “PERCENTAGE EMPLOYED TURNED ON” for ‘*' which will affect both the proposed percentage employee value AND the calculate FTE (assigned hours / position code hours per week) using 4 decimals.

DSR-625

Atrieve HR

Staffing Notification

Enhancements have been made to Staffing Notification (New) to improve performance with page load times.

DNET-7933

Atrieve Payroll

Atrieve Payroll

Deductions

In Atrieve Payroll, Detailed Union Dues Report (Ontario), tor security / privacy issues, removed the SIN from the report when the Union Group is 'O' (OSSTF).

ATR-14163

Atrieve Payroll

Employee Maintenance

In Atrieve Payroll, added usability improvements to the GL modification in function lines. Users will not have to click Modify first when within the Function Line GL Details screen, instead, users will be able to click on any of the top five fields (percentage, position code, cost center, default earnings GL, default benefits GL) to modify. This reduces the number of steps to change an employee’s GL by 25%.

ATR-14832

Atrieve Payroll

Employee Maintenance

In Atrieve Payroll, updated the Teacher to TOCS Salary Grid Reconciliation to allow the user to select employees by employee numbers.

ATR-15501

Atrieve Payroll

Employee Reporting

Added Excel output to the As of Age/Salary Report in Atrieve Payroll.

ATR-11456

AERP-I-282

Atrieve Payroll

Employee Reporting

In Atrieve Payroll, added three new payroll earnings statement profile fields to represent Pay Period Start Date: SPP - format YYYYMMDD, SPPL - format DD-MMM-YYYY, SPPS - format YY/MM/DD.

ATR-13768

https://powerschool-enhancements.ideas.aha.io/ideas/AERP-I-725

Atrieve Payroll

Employee Reporting

In Atrieve Payroll, the Employee Exemption Code Report can now be used to report on employees who are found on multiple payrolls. A prompt was added to the screen for “report only employees with multiple payrolls”. Enter Y to report on employees who are found on multiple payrolls. Added payroll ID to the PDF version of the report (already existed in Excel version).

ATR-13814

https://powerschool-enhancements.ideas.aha.io/ideas/AERP-I-959

Atrieve Payroll

Employee Reporting

In Atrieve Payroll, there is a new field within the Payroll Earnings Statement Profile of TMSNB to print timesheet entries without weekly line breaks to allow for more timesheet entries to be printed. This new field would replace the field TMSHT.

ATR-14048

Atrieve Payroll

 Payroll History

In Atrieve Payroll, Statement History Adjustments, users will have the option to never interface their adjustments. A new prompt of “Interface” was added to the start of the program. If a user responds “Y” they will be brought to the auto-interface prompts once adjustment entries are made. On the auto-interface page, there is no change, the user can select to interface right away by selecting Y on the Auto-Interface prompt or N to interface the next time the auto-interface is set to Y. The difference from the previous functionality is that if the user responds “N” to the initial “Interface” prompt, the user will not see the auto-interface prompts and the entries will not interface to finance.

 ATR-13827

 https://powerschool-enhancements.ideas.aha.io/ideas/AERP-I-954

Atrieve Payroll

 Payroll History

In Atrieve Payroll, added auditing to payroll batch entries. Entry user, date, and time will be visible from Employee Transaction Inquiry. Navigate to Generate Payroll > Payroll Data Entry > Employee Transaction Inquiry. For timesheets, click the Audit button at the bottom of the screen to toggle between audit entry, audit change, and absence info. For variable deductions, click the audit entry to toggle between entry and change data.

ATR-14845

Atrieve Payroll

Payroll Processing

In Atrieve Payroll, added extra logging to the Schedule Absence Timesheet Matching process to identify records causing a “Subscript out of range” error.

ATR-16402

Atrieve Payroll

Pension Processing

In Atrieve Payroll, implemented the 2024 changes to CPP where a second, higher limit will is introduced, allowing you to invest an additional portion of your earnings to the CPP. Please refer to the help guide for more information.

ATR-15141

Atrieve Payroll

Report Writer

In Cross Payroll Report Writer, added the ability to report on employee category and category description.

ATR-16592

Atrieve Payroll

Storage Bank Maintenance

In Atrieve Payroll, added functionality to employee storage bank history to allow the payroll user to re-sort the data by clicking any column header. Shortcut keys can be used by using Alt plus the column number. When sorting within inquiry mode, the opening balance and closing balances are hidden. Re-sorting by ascending pay period order re-displays the opening and closing balances.

ATR-16060

Atrieve Payroll

 T4/T4A

 In Atrieve Payroll, updated the second page of the T4 which reflects new information related to Box 69.

ATR-14498

Atrieve Payroll

 T4/T4A

In Atrieve Payroll, enhanced the T4/T4A Amended Statement Processing and T4/T4A Merge Amended Processing so that users could also cancel T4’s and T4A’s. A new prompt of “Process Amended or Cancelled Statements” is added to both programs. Please refer to the help guide and T4 & T4A Cancellations feature sheet for detailed information.

 ATR-14707

 Atrieve Payroll

 T4/T4A

In Atrieve Payroll, added a process to delete the PDF’s from cancelled T4 and T4A’s. This process can be found under T4/T4A Processing > T4/T4A Statement Archive/Removal. Refer to the help guide or T4 & T4A Cancellations feature sheet for more information.

 ATR-16553

 Atrieve Payroll

 T4/T4A

Updates to Atrieve Payroll T4/T4A processing with regards to dental insurance reporting. Please refer to the key enhancement feature sheet and help guide for more information.

ATR-16828

Atrieve Finance

Atrieve Finance

Accounts Payable

Issue observed on Manual Cheque Entry, Manually Paid Invoices, On-Line A/P cheque, Journal Entry, Journal Entry Adjustments, Cheque Cancellations screens, where sequence gets locked when used again without proceeding to next panel. This issue is fixed now.

ATR-10252

Atrieve Finance

Accounts Payable

Issue observed that the Paid Invoice report by selected GL was not applying the Vendor Type filter correctly when "ALL" types was selected. This issue is fixed now.

ATR-10988

Atrieve Finance

Accounts Payable

Issue observed on Invoice Entry, where clicking on back button from GL Distribution page was changing the Difference amount. This issue is fixed now, the amount remain same.

ATR-16167

Atrieve Finance

Accounts Payable

In Atrieve Finance, corrected an issue where the MICR Processing Report would occasionally round cheque amounts to no decimals.

ATR-16186

Atrieve Finance

Accounts Receivable

Issue observed on Receivables Analysis Report where a customer with zero balance was displaying an incorrect balance. This issue is fixed now.

ATR-12999

Atrieve Finance

Accounts Receivable

Issue was on Accounts Receivable Batch finalization screen where Print Options button was missing. This issue is fixed now. Print Option button will be displayed on a separate screen when user clicks on Finalize button.

ATR-14305

Atrieve Finance

Accounts Receivable

Issue observed on all database options under Account Receivables, where fields were not getting refreshed or clear when user add second entry. This issue is fixed now.

ATR-14331

Atrieve Finance

Accounts Receivable

In Accounts Receivable, Account Inquiry, clarified the “selection not found” message when loading a customer without transaction history. The message will now display “No transaction history found for this customer”.

ATR-14380

Atrieve Finance

Accounts Receivable

In Accounts Receivable, resolved an issue where the full GL description was not being displayed on the report “Invoice Report - Invoices Not on a Register”.

ATR-15229

Atrieve Finance

Accounts Receivable

Issue observed that in Invoice reporting in Atrieve was not showing the full description on some Invoices. This issue is fixed now, able to see Able to see 32 characters of the invoice description.

ATR-15947

Atrieve Finance

Budget Manager

Resolved an issue in Budget Manager where the total for budget and parent GL icon was missing from the print view.

ATR-17394

Atrieve Finance

Database Maintenance

Issue observed on auditing report for Batch Code under Finance, where data was truncated when report is generated in excel. This issue is fixed now.

ATR-14073

Atrieve Finance

Database Maintenance

Issue observed on Finance Setup>Database Maintenance>GL selection criteria, Maintenance>ADD, where Start Code and End Code was accepting only 19 characters GL instead of 20. This issue is fixed now.

ATR-15779

Atrieve Finance

Document Storage and Scanning

Issue resolved with Direct Print, and the Print Barcode functionality where a ‘Something Unexpected Happened, Bad Request' error was displayed.

DNET-11820

Atrieve Finance

Employee Expense Web

Issue observed for Employee Expense where duplicate invoices were created when a user re-approved the invoice after the approval task was reversed (reset to pending). This issue is fixed, and the message “There is already an invoice created for this task” is displayed now.

ATR-13953

Atrieve Finance

Fixed Assets

Issue was on Fixed Assets Deletion screen where Location tab was visible. This issue is fixed now, Location tab is hidden from Delete screen.

ATR-6346

Atrieve Finance

General Ledger

Issue observed on General Ledger > GL Maintenance > GL Move > Criteria Entry where pasting the GL with dashes was displaying error message. This issue is fixed now, user is able to paste the GL with dash or without dash, no error message is getting displayed.

ATR-15523

Atrieve Finance

General Ledger

Issue observed on Batch Clearing Utility where when “Create” button is clicked then user keeps getting kicked out if Clearing GL is invalid. This issue is fixed now, warning dialog with message: “Clearing GL XXXXXXXXXXXX does not exist for year 2023” and 'Invalid Clearing GL' message will be displayed.

ATR-16339

Atrieve Finance

General Ledger

Issue was on Vendor Inquiry> Invoices> GL Detail screen, where column GL-SL Account # was not displaying the entire content. This issue is fixed now, column “GL-SL Account #” and “Description” width is increased.

ATR-16478

Atrieve Finance

General Ledger

Issue observed was on GL inquiry>Budget>Transactions screen, where host screen gets displayed when GL is more than 20 Characters. This issue is fixed now, the page supports a GL size up to 30 characters, including dashes. User stays on Atrieve Web screen and host screen is not displayed.

ATR-16843

Atrieve Finance

Invoice Entry

Issue was on Invoice Entry- Detailed Purchase Order screen where Extended Price Column was showing incorrect value. This issue is fixed now.

ATR-15360

Atrieve Finance

Invoice Entry

Links to Invoice Entry task forms and attachments are no longer disconnected when changing the invoice number when the same invoice number is used against other entries.

ATR-16116

Atrieve Finance

Journal Entry

In Atrieve Finance, the columns for the journal entry export to excel are now in the correct order.

ATR-16448

Atrieve Finance

Journal Entry

The issue where sub-menus are displayed multiple times has been resolved in Purchasing Cards and Journal Entry

DNET-11312

Atrieve Finance

Journal Entry

Issue resolved in Journal Entry where an error is displayed where the journal entry name exceeds 50 characters. The Name field has been modified to only support a maximum of 50 characters.

DNET-11341

Atrieve Finance

Miscellaneous

In Atrieve Finance, enabled support for 152-byte RBC format TAP file.

ATR-15126

Atrieve Finance

PCard

Issue has been resolved in Purchasing Cards where a cardholders name had been updated in HR but that change was not reflected in PCards, resulting in an issue when trying to assign that cardholder to a different location. When adding the assignment the admin was unable to use the same unique partial ID as the system did not recognize the employee as the name was changed.

DNET-11433

Atrieve Finance

PCard

Issue resolved in Purchasing Cards where the system would become non-responsive or very slow

DNET-11684

Atrieve Finance

PCard

An issue has been resolved in Purchasing Cards where large transaction files (i.e. 1000+ transaction lines) was taking a very log time to load and sometimes the system would timeout while processing.

DNET-11838

Atrieve Finance

Purchasing

Issue observed on Buyer Processing screen, where clicking on Description column look up was displaying error message. This issue is fixed now, able to see Description look up irrespective field “Use ATS Location Database” is set to Y or N on Purchase Requisition System Parameters screen.

ATR-14271

Atrieve Finance

Purchasing

In Atrieve Purchasing, resolved issues with copy and paste into text boxes. The pasted text will not disappear.

ATR-14378

Atrieve Finance

Purchasing

In Atrieve Finance, users will now be able to add, change, or delete attachments in Purchase Order Changes that originated from a Requisition.

ATR-16175

Atrieve Finance

Report Writer

Issue observed was in FRW where users with no gl security was getting error of java.lang.nullpointerexception as expected but loading when ran second time. This issue is fixed now, in both Finance Report Writer and Report Viewer, error message is getting displayed as expected.

ATR-13963

Atrieve Finance

Report Writer

In Finance Report Writer, users will no longer be able to add, change, or delete attachments when using the Link_To_Uploaded_Docs field on a report.

ATR-15714

Atrieve Finance

Report Writer

In Finance Report Writer, users can now hyperlink from a report using General Ledger as the main table to Purchase Orders. Users must ensure to remove the journal entry order number field from the hyperlinked report if it is included in the selection fields and only include order number from the purchase order table in the selection fields.

ATR-16240

Atrieve Finance

Requisitions

Issue resolved with Requisition Detail page where Order Comments provided during requisition creation, were not getting displayed in the order comments field for the subsequent approve/reviewer.

DNET-11440

Atrieve Finance

Vendor

Maintenance

Issue was observed under Vendor Inquiry on History screen, where clicking on Back button was disabling vendor field. This issue is fixed now.

ATR-14038

Atrieve Finance

Vendor

Maintenance

In Atrieve Finance, resolved an issue where invoice attachments were not visible from vendor inquiry after the 12th page of invoices.

ATR-15180

Atrieve Finance

Vendor

Maintenance

Issue observed was on Vendor Inquiry screen where the 10th character of the Vendor Terms field was incorrectly displayed in the Pay-To value. This issue sis fixed now.

ATR-16457

Atrieve Global

Atrieve Global

Dashboard

In Dashboard Document Uploader, resolved an issue where documents could not be deleted outside of the the root and the first folder. Users will be able to delete files in any folder.

ATR-4448

Atrieve Global

Dashboard

Issue was on Dashboard Assignment screen where short cut key was working which was not hot key of any button present on screen. This issue is fixed now, When adding, the edit hot keys are not working and when editing, the add hot keys are not working.

ATR-11325

Atrieve Global

Dashboard

In Dashboard Document Upload, user now correctly sees a confirmation/error page upon upload, rather than a blank page.

ATR-12924

Atrieve Global

eForms

Issue observed on Pre-Defined Section Confirmation Page, where section names were incorrect after a section copy. This issue is fixed now.

ATR-13382

Atrieve Global

Insights

Resolved an issue with Budget Manager Information not displaying due to no year selection. Now by default, the year dropdown includes 1 year in the future and 4 years in the past of the current year.  You can navigate to Budget Manager directly to view additional historical years. Alternatively, if you would like access to more historical years in the Power Tile, then modify the Start Year in Tabbed Profile Maintenance, under the BMW tab.

DNET-11797

Atrieve Global

Insights

Issue has been resolved in Insights where special characters in the location name (ex. &, ', “) were preventing the tiles with a location dropdown from loading correctly.

DNET-11812

Atrieve Global

Quick Links

If multiple menus are added under Quick Links, last menu will now be considered, saved and displayed under Quick Links section.

DNET-8699

Atrieve Global

Report Writer

Issue was on Finance/HR/Payroll Report Writer where appropriate error message was not getting displayed when renaming a file to existing file name. This issue is fixed now.

ATR-13106

Atrieve Global

Report Writer

In report writers, users will now be able to use “suppress if repeat” display field functionality in CSV, HSCV, QUERY, TXT and TAB output formats.

ATR-13991

Atrieve Global

Report Writer

In Report Writer, apostrophes can now be used in evaluated field statements.

ATR-16600

Atrieve Global

System Access/Security

In Atrieve Web, users with a tailored menu can now consistently use the search functionality.

ATR-6775

Atrieve Global

System Access/Security

Issue resolved in Menu Builder where renaming menus across all roles containing the menu was not working as expected.

DNET-3116

Atrieve Global

System Access/Security

Resolved the issue related to the User Manager sub-menu where users will no longer encounter the problem of multiple duplicate sub-menus displaying.

DNET-10945

Atrieve Global

Task Manager

Issue was observed on Task Manager> Task Override - Location, where special characters were getting displayed as dots. This issue is fixed now.

ATR-11159

Atrieve HR

Atrieve HR

Absences/Dispatches

Issue observed on View or Change screen, where close date range on Confirmation Page was Incorrect. This issue is fixed now.

ATR-13108

Atrieve HR

Absences/Dispatches

Issue observed while editing non-dispatched absence using View or Change, where button label was "Submit Absence" instead of "Submit Changes" on Summary Page. This issue is fixed now, label is "Submit Changes" on Summary Page for both dispatched and non-dispatched absence.

ATR-13484

Atrieve HR

Absences/Dispatches

In Atrieve HR Unavailability Report, a colon is no longer printed when time is not entered.

ATR-13982

Atrieve HR

Absences/Dispatches

Resolved a display issue in Web Absence Entry where if the Admin user first selected to enter an absence on behalf of another employee and later select self, the next page was still displaying info about the previously selected employee.

ATR-13990

Atrieve HR

Absences/Dispatches

In Absence Entry, Absence Schedule Details, users can enter 5 characters to accommodate the colon character to separate hours and minutes in the time boxes.

ATR-14253

Atrieve HR

Absences/Dispatches

In Absence Entry, fixed an issue where the user could not search for a list of all replacement employees by typing an asterisk * in the requested replacement search field.

ATR-14412

Atrieve HR

Absences/Dispatches

Resolved an issue where the requested replacement text/email was not being generated if the absence had a differing replacement schedule.

ATR-15193

Atrieve HR

Absences/Dispatches

Issue observed that FTE was getting calculated Incorrectly during absence entry in AMS for Pseudo Employee. This issue is fixed now.

ATR-15799

Atrieve HR

Absences/Dispatches

In Absence View or Change, Dispatch View or Change, users can no longer edit document metadata fields for sub plans.

ATR-15890

Atrieve HR

Absences/Dispatches

Issue observed that when an absence has already been interfaced and then the employee goes in to edit/change the absence after it has been interfaced, it is not amending the absence units, rather it is entering it in as a new absence so the absence is being interfaced twice. This issues is fixed now.

ATR-15942

Atrieve HR

Absences/Dispatches

In Atrieve Absence/Dispatch, resolved an issue where the dispatch creation source was blank and “no replacement found” (even if a replacement was found) was being reported if the absence was entered via web portal and the absent employee selected “no” for the “works same schedule” option.

ATR-16177

Atrieve HR

Absences/Dispatches

In Atrieve HR, changing the subject field after interface in absence/dispatch changes no longer creates an amendment record for payroll. The system will correctly create an amendment if the cost center field is showing in lieu of the subject field. and the cost center is changed after interface.

ATR-16475

Atrieve HR

Absences/Dispatches

Issue was observed on Absence/Dispatch Changes screen, where user need to click into the field two times before it allows you to edit the field. This issue is fixed now, able to edit the field directly after clicking into the field once.

ATR-16845

Atrieve HR

Absences/Dispatches

In Absence View/Change, fixed an issue where users were able to cancel an absence or dispatch multiple times in specific circumstances.

ATR-17368

Atrieve HR

Assignments

In Atrieve HR Assignments, if an employee has a blank or invalid salary grid, users will no longer have to click on the warning twice for it to clear.

ATR-13144

Atrieve HR

Assignments

In Atrieve HR Assignments, fixed an issue where, under specific circumstances, the system would ask the user if they would like to cancel the changes instead of saving.

ATR-14042

Atrieve HR

Assignments

Issue observed on Assignment additions, Location 1 to 5 labels indicating FTE or Hours were not updated according to the the Position selected. This issue is fixed now.

ATR-14299

Atrieve HR

Assignments

Issue observed on Assignment Additions screen where assignment Pay Rate field was displaying Incorrect rate (correct rate was being stored) when user entered into that field. This issue is fixed now.

ATR-15415

Atrieve HR

Assignments

Issue observed on Assignment Changes screen, where modifying the subject and saving was displaying non-graphical screen when subject history was turned off. This issue is fixed now.

ATR-15552

Atrieve HR

Assignments

In Atrieve HR, Assignment Inquiry will no longer display pop-up messages about GL and Cost Center changes related to location changes.

ATR-16753

Atrieve HR

Assignments

Issue observed where audit records were not being created when the Assignment/Position Reconciliation Process was run with updates to the cost center and GL. This issue is fixed now.

ATR-16808

Atrieve HR

Attendance Management

Issue observed on HR > Attendance > Attendance Monitor, where additional characters were displaying when hover over of a location in Attendance Monitor. This issue is fixed now.

ATR-13278

Atrieve HR

Attendance Management

In Atrieve HR, the Daily Absence/Dispatch Review Record Mass Update will successfully run when there are over 30,000 records to process.

ATR-16495

Atrieve HR

Attendance Management

Issue was on Attendance Authorization screen, where clicking on ‘Print All' button was displaying error message. This issue is fixed now.

ATR-16917

Atrieve HR

Automated Dispatching

In Atrieve HR, Manual Intervention Processing Screen, users will no longer see a “"Sorry! You can't move to that Field...." message when searching by Absence ID then clicking Next.

ATR-10308

Atrieve HR

Automated Dispatching

Automated Dispatching Manual Intervention Reports that are emailed to school email addresses will now ensure the “On Call Employees that Will Work…” will match subjects per the Search Order definition profile.

ATR-13257

Atrieve HR

Automated Dispatching

In Atrieve HR, resolved an issue in the Dispatch Error/Warning Listing report where users could not type more than 8 characters in the Absence ID field. Users will now be able to type 10 characters in this field.

ATR-14727

Atrieve HR

Automated Dispatching

Issue observed on ADS Functions > View Dispatch Queue Records, the queue record doesn't come up even though a queue record does exist. This issue is fixed now.

ATR-16213

Atrieve HR

Criminal Records

In Atrieve HR, the Criminal Record Returned Data Processing no longer displays an error related to the extension of the uploaded file.

ATR-15928

Atrieve HR

Dashboard

Issue was on Dashboard Assignment screen where short cut key was working which was not hot key of any button present on screen. This issue is fixed now, When adding, the edit hot keys are not working and when editing, the add hot keys are not working.

ATR-11325

Atrieve HR

Database Maintenance

In Atrieve HR Position Code Inquiry, users will now be able to copy a position code using mixed case.

ATR-15413

Atrieve HR

Database Maintenance

Issue observed on absence code, where typing the SL in Absence GL field was not populating the GL. This issue is fixed now.

ATR-16015

Atrieve HR

Database Maintenance

Issue was observed on Saturday/Sunday Calendar Generation Process screen, where Print Options functionality was not working when user clicks on button or use hot key. This issue is fixed now, Print Options dialog opens up when button is pressed or when Alt+P is used.

ATR-16842

Atrieve HR

Employee Maintenance

Issue was observed in HR> Send Email, when the user opted to select by Payroll Data Only and clicked Next without selecting any Payroll ID’s, an error page would be displayed without context of what was wrong . This issue is fixed now, the user will see an error message to advise the them to select one or more payroll ID’s. By selecting one or more, user should be able to proceed.

ATR-11156

Atrieve HR

Employee Maintenance

Issue observed on Send Email under HR where the characters entered in Email Subject and Message was getting truncated. This issue is fixed now.

ATR-11160

Atrieve HR

Employee Maintenance

Issue observed on Send Email under HR where partial text was getting displayed at the bottom of Configure recipient list screen. This issus is fixed now, text is no more visible.

ATR-11161

Atrieve HR

Employee Maintenance

In Atrieve HR Demographics, resolved an issue where two sets of age limit warnings would appear. Warning limits will now only occur at less than 14 or older than 90.

ATR-13961

Atrieve HR

Employee Maintenance

Issue observed on Atrieve Web > HR > Demographics Changes, where separate warning messages where getting displayed in separate dialogs. This issue is fixed now.

ATR-15434

Atrieve HR

Employee Maintenance

Issue observed on Atrieve HR > HR Demographics > Employee Changes, where user was not able to navigate to any field by using mouse. This issue is fixed now.

ATR-16251

Atrieve HR

Employee Maintenance

Issue observed in lookups when used on Change screens, where user selection within the look up was not highlighted. This issue is fixed now.

ATR-16252

Atrieve HR

Employee Maintenance

In Atrieve HR, when running Most Assigned Demographics Update in final, the number of updated employees will match the number of employees found with differences.

ATR-16347

Atrieve HR

Employee Maintenance

Issue was observed on Employee/Applicant Purge screen, where user was not able to proceed and was getting stuck between fields. This issue is fixed now, Purge Confirmation message will be displayed along with Yes and No button.

ATR-16814

Atrieve HR

Evaluations

Issue was on Evaluation screen where updating the location was not automatically updating the supervisor. This issue is fixed now, a new pop is added to the screen which will confirm if supervisor needs to be updated or not.

ATR-16826

Atrieve HR

Extra Time

Issue observed on Extra Time screen, when entering extra time on behalf of someone else, the prompt was incorrectly asking if the user wanted to view or change details on behalf of another employee instead of asking the user if they wanted to enter extra time. The text below prompt asking for the location the employee works at was missing. This issue is fixed now.

ATR-13614

Atrieve HR

Form Designer

In the eForm designer, fixed an issue where the pre-defined field of Event required to be manually edited when added to a new form. The field can now be added to a leave form without editing the html component of the form.

ATR-5737

Atrieve HR

Interface to Payroll

Issue observed on Absent Employee Costing Process report where Amended Entries were causing mismatch in Employee Numbers. This issue is fixed now, able to see correct employee number and name.

ATR-15964

Atrieve HR

Interface to Payroll

Issue observed on Replacement Costing Report, where same Day Absence and Dispatch Warning was not appearing for Multiple Day Dispatches. This issue is fixed now.

ATR-16046

Atrieve HR

Job Posting

In Job Posting Web, users will not be able to apply to cancelled postings.

ATR-4572

Atrieve HR

Job Posting

Issue was on Posting Maintenance screen, where Posting Date, Closing Date, Requisitioned Date columns filtering was not working. This issue is fixed now.

ATR-13105

Atrieve HR

Job Posting

In Job Posting, Application Confirmation, users can no longer add, change, or delete documents attached in a previously submitted application. Districts wanting to allow users to update their previously submitted applications should refer to the 2021 Product Enhancement Feature Sheets available from the PowerSchool Community related to “Job Posting - Update Application from Save Button” feature.

ATR-15888

Atrieve HR

Job Posting

In Job Posting application processing, users no longer have access to add, change, delete applicants' document attachments.

ATR-15889

Atrieve HR

Job Posting

Issue observed on Job Posting while Assignment Creation which was causing Assignment History Loop for Pay Rate due to Rounding. This issue is fixed now.

ATR-16206

Atrieve HR

OH&S

Issue observed in HR > Documents & eForms> eForm DB Maintenance> Final Form 01 Maintenance, where emails which are sent were not getting displayed on Email Transactions page. This issue is fixed now.

ATR-11162

Atrieve HR

OH&S

In Final Form Maintenance, task action buttons will no longer be disabled when certain special characters were used within the form fields.

ATR-12818

Atrieve HR

OH&S

Resolved an issue in eForms that had blank data on routing sections when completed from earlier sections if also populating to Final Form Maintenance.

ATR-17404

Atrieve HR

Report Writer

HR Report Writer will now allow users to create reports using fields from the Task Table and Final E-Form Fields tables without resulting in duplicate task reporting. It is critical to ensure the main table on the Field Characteristic Definition page is set to the Task table.

ATR-4594

Atrieve HR

Report Writer

Issue observed when editing a HR Report Writer report when the the Form Init Code field is included as selection criteria and the modifier is “Not Equals To”. The report writer would default the “From” to a blank and the “To” to “zzzzzzzzzz”, which would result in a blank report. This issue is fixed now where the “from” will now also default to “zzzzzzzzzz” when the modifier is “Not Equals To”.

ATR-10462

Atrieve HR

Report Writer

Issue observed in HRW when adding an Evaluated field using both Assignment and Schedule fields causes the report to generate no results. This issue is fixed now.

ATR-12870

Atrieve HR

Report Writer

Issue observed on HR Report Writer - Report Usage screen where YYYY-MM-DD HH:MM:SS.sss column filtering not working. This issue is fixed now.

ATR-13110

Atrieve HR

Report Writer

Issue observed on HRW, where when report is ran on Web output then header was misaligned. This issue is fixed now.

ATR-13844

Atrieve HR

Report Writer

In HR Report Writer, resolved an issue where an error would display when running a report with the ‘Hours or FTE Amount’ field from warehouse.

ATR-14055

Atrieve HR

Report Writer

Issue observed on HR > Reporting > Report Merge, where when user clicks on Next button Deletion confirmation page then web navigation does not get dipslayed. This issue is fixed now.

ATR-14780

Atrieve HR

Report Writer

In HR Report Writer, added new fields to the Absences_and_Dispatches table for absent employee and dispatched employee phone numbers and city from the applicable demographic record. Please see the key enhancement feature sheet for more information.

ATR-16107

Atrieve HR

Schedules

Issue was on “Schedule Effective Date Entry” dialog under Assignments changes, where user was not able to exit/go back. This issue is fixed now, Cancel button is added to dialog.

ATR-16827

Atrieve HR

Schedules

Issue was that Priority TOC Schedule Update Process screen was appearing as fallback screen. This issue is fixed now.

ATR-16910

Atrieve HR

Schedules

Resolved an issue that was generating an error when attempting to save a history and create a new schedule.

ATR-17424

Atrieve HR

Staffing Notification

In Atrieve HR staffing notification can now propose function lines in order of Cycle C (skipped if no Cycle C), then by highest to lowest pay rate. This option can be found when the Staffing Notification System Profile Page 2, Field “Proposed Function Line Sort Order” is set to 4 for “Sort by Cycle C, then Pay Rate (Most to Least”.

ATR-10767

Atrieve HR

Staffing Notification

In Atrieve HR, resolved an issue where the second page of the Staffing Notification System Profile could not be accessed when in Inquiry mode.

ATR-15380

Atrieve HR

Staffing Notification

In Atrieve HR, resolved an issue where the graphical interface was missing on the SNS User/Printer Code.

ATR-16166

Atrieve HR

Staffing Notification

In Atrieve HR, resolved an issue where the correct payroll user was not being found for staffing notifications if matching on a line in SNS User Codes where the start name and/or end name fields were wildcarded.

ATR-16193

Atrieve HR

Staffing Requisition

Issue was on Location eForms where option selected in Databased drop down is not getting retained after saving and submitting the form. This issue is fixed now.

ATR-11157

Atrieve HR

Workflows

In HR Workflows, if a user clears a form field that reads/writes from Atrieve HR, and that form field exists on subsequent sections, the field will remain cleared rather than re-populating from the AtrieveHR system.

ATR-4420

Atrieve HR

Workflows

Added Social Insurance Number (SIN) Expiry Date as a field available for HR Workflows Onboarding forms. This field will leverage the PRM User Specific Parameters Profile in Atrieve HR, page 3 field “SIN Expiry - Warn/Block if SIN is Temporary/Dummy” to determine whether to warn or block if the expiry date is before today’s date.

ATR-10136

Atrieve HR

Workflows

In HR Workflows, corrected a typo in the Ethnic Code field so it will now populate Atrieve data correctly.

ATR-16494

Atrieve Payroll

Atrieve Payroll

Benefits

In Atrieve Payroll, resolved an issue where the OTIP Export Process was not reporting/creating an export leave record for secondments.

ATR-16348

Atrieve Payroll

Employee Maintenance

In Atrieve Payroll, made an adjustment to the Saskatchewan Termination Process. The process will now multiply working days by FTE for lump sum function lines.

ATR-12804

Atrieve Payroll

Employee Reporting

Resolved an issue where PDF’s would sometimes display an error instead of loading the PDF.

ATR-16469

Atrieve Payroll

Employee Reporting

Issue was observed on Employee Deduction History Report where selecting S in Summary field and clicking Excel button does not display the report in excel. This issue is fixed now, excel is getting downloaded when Full or Summary Report field is set to F or S and Excel button is clicked.

ATR-16503

Atrieve Payroll

Employee Reporting

Issue was on GL Distribution Report By Period screen, where user was able to select Pay period with alpha number from look up but was not able to type the same in Starting and Ending Pay Period fields. This issue is fixed now, able to type 7 characters in Starting and Ending Pay Period which includes 1 alpha character.

ATR-16509

Atrieve Payroll

Employee Reporting

Issue was on Employee Transaction Inquiry screen where column Batch No was not always displaying the entire field contents. This issue is fixed now, column is expanded to display the entire Batch No.

ATR-16598

Atrieve Payroll

Employee Reporting

Resolved an issue in the Atrieve Payroll - GL Report by GL Account/Employee Number where GL’s longer than 11 digits were being formatted in scientific notation.

ATR-17426

Atrieve Payroll

Payroll Process

In Atrieve Payroll, Selective DTE Timesheet Retro, fixed an issue where the employee name was not displaying on the screen after entering an employee number in the Number of Employee To Be Reported field.

ATR-15483

Atrieve Payroll

Payroll Reporting

In Atrieve Payroll, the following reports will no longer print a blank first page: Storage Bank Transaction Report, Leave Use Analysis, Master Payroll Audit, Manitoba Bill 57 Salary Report, Salary Cost By Salary Grid Report.

ATR-16372

Atrieve Payroll

Pension Processing

In Atrieve Payroll, BC Pension Location Export, users can now use Ctrl+F to open lookups in the reporting criteria grid (Pay ID, Employee Group, Pension Deductions, Additional Selection, Additional Options).

ATR-16221

Atrieve Payroll

Pension Processing

Issue was that OMERS Pension Regeneration was dropping off employees with a status of terminated even though they are in the OMERS Pension Plan Creation. This issue is fixed now.

ATR-16956

Atrieve Payroll

Storage Bank Maintenance

Storage Bank Interest Calculation Process - Corrected the logic in finding the opening balance. This is to ensure that if the employee starts after the Opening Balance Pay Period it will find a record for an opening balance.

ATR-15361

Atrieve Payroll

Storage Bank Maintenance

Issue observed was on Storage Bank Payout Distribution Process screen where the pop up Define Payment Periods was not allowing user to exit which entering the data. This issue is fixed now, user is able to close the window without entering any value.

ATR-16366

Atrieve Payroll

Storage Bank Maintenance

Issue was on Banks table under employee demographic where value with decimal places was not getting displayed. This issue is fixed now.

ATR-16819

Atrieve Payroll

Storage Bank Maintenance

Resolved an issue in Atrieve Payroll where users received an error when viewing storage bank history on an accrual bank that are hours and earnings.

ATR-17396

Atrieve Payroll

T4/T4A

Resolved an issue where the T4 XML file for years prior to 2023 were including the employer dental field, which was not introduced nor accepted until 2024.

ATR-17888

Atrieve Payroll

Timesheet Entry Web

Issue observed was on TEW Location and Management screen, where French Characters added as comment were getting displayed in lieu of timesheet hours. This issue is fixed now.

ATR-11163

Atrieve Payroll

Timesheet Entry Web

In Atrieve Payroll, the Web Timesheet Entry Import Process will now convert GL’s entered with lowercase letters to uppercase to avoid invalid GL errors.

ATR-16180

Atrieve Payroll

WCB Reporting

In Atrieve Payroll, updated the WCB Recalculation Adjustment Process to calculate the rate from the deduction code factor or from the extra values field. Please refer to the help guide for more information.

ATR-15957