Atrieve 24.02.01
Release Notes Last Update: July 29, 2024
24.02.01 Spring/Start of School Release Coming Soon!
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 | Budget Manager Web | The Budget Manager Inquiry Excel Output feature enables finance users to export tables from the budget manager to Excel for easier data distribution and more flexible data analysis. | ATR-19712 | |
Atrieve Finance | Database Maintenance | In Atrieve HR / Finance, added a Copy button to Form Initiation Code Inquiry to allow users to copy an entire form initiation code without having to create one from scratch. | ATR-16759 | |
Atrieve Finance | GL Maintenance | In Atrieve Finance, added an Excel output to the General Ledger Chart of Accounts Report. | ATR-11608 | |
Atrieve Finance | Invoice Entry Web | Users will no longer be able to close a standing PO via Invoice Entry Web. | ATR-16954 | |
Atrieve Finance | Purchasing Cards | Added improved error messages to PCard. | ATR-21020 | |
Atrieve Global | ||||
Atrieve Global | eForms | In eForms, added a new predefined button to return a form back to the initiator without requiring the initiator to redo their entire entry. Please refer to the Key Enhancement Feature Sheet for more information. This functionality is best suited for Employee Expense Reimbursement, Health and Safety, Invoice Entry, Staffing Requisition, and HR Workflows (not including onboarding). | ATR-14959 | |
Atrieve Global | Document Storage and Scanning | Bulk Document Manager (BDM) has been upgraded to the latest version, BDM Version 6, successfully resolving duplicate uploads and premature file deletions.
| ATR-18377 & ATR-21831 | |
Atrieve Global | Profile Maintenance | Copied some profile options to User Profile Maintenance (Tabbed) that previously were only visible under the “PowerSchool-Only/Super User” Profile Maintenance menu. | ATR-16796 | |
Atrieve Global | Report Writer New | Report Writer to Batch - Scheduled Reports The new Report Writer provides enhanced functionality enabling you to set a recurring schedule for reports. The Scheduled Reports table displays information about the schedule including the Name of the Report being scheduled, the frequency and the Date/Time of the next run. | ATR-18039 | |
Atrieve Global | Report Writer New | The new Report Writer can be run in parallel with the existing Report Writer for a period of time to allow for adoption and training of the new program. Therefore Menu Builder has been updated with several new menu items (one for each reporting context/environment). The new menu items have been appended with the text ‘(New)’, for example ‘Report Writer (New)’. With the release of the new Report Writer, the new menu items will be automatically added for users that currently have access to the Report Writer. For example, an employee that currently has access to the HR Report Writer, will have two menu items in their left-navigation menu after the release. For example: HR Report Writer (this is the existing menu which will open the existing Report Writer program) HR Report Writer (New) (this is the new menu which will open the new Report Writer program) Note that this is a one-time update that will happen when the new version of the software is installed. After that time you will be required to manually update Menu Builder for changes to an existing employees access or for a new employee. See the Key Enhancement Feature Sheet for more information. To ensure a seamless experience for all our valued hosted customers, we are taking extra measures to guarantee that the introduction of this new Report Writer does not impact system performance. In light of this, we have decided to implement a phased rollout of the batch service - Your district will be provided a notification when this feature will be available. | ATR-18043 | |
Atrieve Global | Report Writer New | When you navigate to the new Report Writer page the first section of the page includes a way to search for reports by folder, and then to view the selected folders reports in the report listing table. Once a report is selected you may Run or Edit the report, or perform additional actions such as: Rename, Save a Copy, Define a Recurring Schedule, View Report Usage, Delete and Mass Delete. You may also create new reports within this section as well. | ATR-18045 | |
Atrieve Global | Report Writer New | In the new Report Writer, selecting to Edit a report or Create a new report will open a popup window to the original report writers edit/create pages and a new Back button has been added to all associated pages to provide for greater navigation functionality. | ATR-18047 | |
Atrieve Global | Report Writer New | With the new Report Writer, when a report is selected to ‘Run’ the report is added to a batch queue for processing, and once the report is ready for viewing a notification displays with a link to open the report, or you may open a completed report from the processed reports table. | ATR-18049 | |
Atrieve Global | Report Writer New | Report Writer to Batch - Scheduler The new Report Writer provides enhanced functionality enabling you to set a recurring schedule for reports. Reports can be scheduled to run automatically based on a defined schedule, and can be set to recur Daily, Weekly, Monthly, or Yearly. | ATR-18051 | |
Atrieve Global | Report Writer New | The New Report Writer - Processed Reports table displays the status of reports that have been queued to run and provides a way to open reports once the processing has completed. | ATR-18053 | |
Atrieve Global | Report Writer New | The new Report Writer has been updated with an Advanced Search option. The Advanced Search popup includes additional filter options that will aid you when searching for a particular report or a series of reports. Advanced search filter options include:
| ATR-18058 | |
Atrieve Global | System Access/Security | Districts can now view Menu Builder Activity (Add/Update/Delete) and export the information to Excel for further analysis. This feature allows district auditors to track changes and identify the initiator of an action. A new menu item, "Activity," has been added to the Menu Builder sub-menu. Users with Menu Builder access automatically have access to the new Activity page under Tools > Security & Setup > Menu Builder > Activity. The Audit Retention grid now includes updated date and time stamps, activity types, record types, descriptions, and the user who made the change. | ATR-18123 | |
Atrieve Global | System Access/Security | In Security Builder, location overrides and role codes using lowercase letters will automatically be converted to uppercase. Using lowercase text in location overrides and role codes had resulted in downstream problems in the warehouse builds, Invoice Entry Web, Staffing Requisition, and Dashboards. | ATR-22346 | |
Atrieve HR | ||||
Atrieve HR | Absences/Dispatches | In Atrieve HR, Absence/Dispatch Changes, we’ve added a Split button to three places: the Dispatch Queue Processing Screen, Suspended Queue Processing Screen, and the Manual Intervention Processing Screen. This new Split button will give dispatchers a more intuitive and faster way to split dispatches in the queue. For more information, please refer to the Key Enhancement Feature Sheet. | ATR-11032 | |
Atrieve HR | Absences/Dispatches | In Atrieve HR, added a streamlined workflow to allow dispatchers to quickly cancel a dispatched employee and redispatch a new one. From Absence/Dispatch Changes, load the absence, then click Actions > Dispatch - Cancel Replacement Employee. By choosing this option, the dispatched employee will be removed and the user will be taken through the required steps to redispatch a new replacement. This enhancement reduces workflow time and steps by 50%. Please refer to the Key Enhancement Feature Sheet for more information. | ATR-11042 | |
Atrieve HR | Absences/Dispatches | In Atrieve HR, added Excel output to the Substitute/Casual Inactivity Report. | ATR-11678 | |
Atrieve HR | Absences/Dispatches | In Atrieve HR, added functionality to text/email replacement employees when they’ve been been entered against an absence as pre-arranged. This requires configuration. Please refer to the Key Enhancement Feature Sheet for more information. | ATR-13823 | |
Atrieve HR | Auditing | In Atrieve HR, changes to any screen control profile can be audited by entering “PR:SCR CTL” in the employee selection field of the Audit File Report. | ATR-17084 | |
Atrieve HR | Auditing | In Atrieve HR, added auditing for the Employee Location Mass Update Process. | ATR-17174 | |
Atrieve HR | Auditing | In Atrieve HR, enhanced the employee lookup in the Audit File Report to include a list lookup for database tables and profiles. | ATR-17216 | |
Atrieve HR | Database Maintenance | In Atrieve HR / Finance, added a Copy button to Form Initiation Code Inquiry to allow users to copy an entire form initiation code without having to create one from scratch. | ATR-16759 | |
Atrieve HR | Database Maintenance | In Atrieve HR / Finance, added a Copy button to Routing Code Inquiry to allow users to copy an entire routing code without having to create one from scratch. | ATR-16765 | |
Atrieve HR | Database Maintenance | In Atrieve HR, added auditing for absence code status changes. | ATR-17001 | |
Atrieve HR | Database Maintenance | In Atrieve E-Form routing codes, added functionality to allow users to copy and paste lines within a routing code, including conditional routing details. | ATR-17360 | |
Atrieve HR | Database Maintenance | In Atrieve HR, Absence Code Inquiry now has a Copy button. The Copy button can be used to create a absence code by copying an existing one. The system will prompt the user for an absence code, description, and numeric absence code (used for Automated Dispatching). The copy will copy all fields, including payroll data. | ATR-17496 | |
Atrieve HR | Database Maintenance | In Atrieve HR, Leave Code Inquiry now has a Copy button. The Copy button can be used to create a new leave code by copying an existing one. The system will prompt the user for an absence code that doesn’t already have a leave code. The system can only copy leave codes where the absence key is the same (if copying a leave code where the absence key is “category”, the user must choose an absence code where the absence key is also “category”). | ATR-17502 | |
Atrieve HR | Employee Maintenance | In Atrieve HR, the PRM/OPS Salary Grid Comparison Report/Process has been renamed to HR/Payroll Salary Grid Comparison Report/Process. Added an option to the update process to allow users to only update assignments based on payroll ID and salary grid. This change will impact the Salary Grid Updates from Payroll to HR process, the process will automatically use the new option to only update assignments based on payroll ID and salary grid found on the position code. For users wanting to continue updating all assignments with the first function line should run the HR/Payroll Salary Grid Comparison Process in HR (not recommended). Please see the Key Enhancement Feature Sheet for more information. | ATR-14585 | |
Atrieve HR | Employee Maintenance | Added validation on the web portal to prevent users from submitting a phone number change without a Primary Phone Number. | ATR-17715 | |
Atrieve HR | Employee Maintenance | In Atrieve HR, added Gender Identity (Gender ID) field to demographics. This field can also be added to Quick Entry screens. The lookup for this field is defined by the existing Gender database, which is also used by the pre-existing Gender field. For more information, please refer to the Key Enhancement Feature Sheet. | ATR-12856 | |
Atrieve HR | Government Reporting | In Atrieve HR, added a translation table for Bargaining Unit. | ATR-20654 | |
Atrieve HR | Government Reporting | In Atrieve HR, updated the HR File Downloader menu to support users in Saskatchewan to download their EEP Extract. | ATR-20777 | |
Atrieve HR | Government Reporting | In Atrieve HR, added a report selection criteria profile for the Saskatchewan Electronic Educator Profile (EEP). This will allow users to save criteria in prompts for future use. To save criteria in the EEP Extract prompts, go to HR Setup & Maintenance > System Setup > Report Selection Criteria > Parameter Changes then select report of EEP XML. Note there are two pages to this profile. | ATR-20783 | |
Atrieve HR | Government Reporting | Moved the Saskatchewan Electronic Educator Profile (EEP) Extract to Atrieve Web > HR Demographics > Government Reports > EEP XML File Creation Process. For more information, please refer to the EEP Setup Guide and Key Enhancement Feature Sheet. | ATR-20789 | |
Atrieve HR | Job Posting | In Atrieve HR, added auditing for additions, changes, and deletions of applications via Job Posting/Vacancy > Applications. | ATR-17198 | |
Atrieve HR | Report Writer | In HR Report Writer, added a new field to the PRM_AUDIT called OTHER_AUDIT_KEY which will display short absence ID when auditing absence/dispatch changes. Please refer to the Key Enhancement Feature Sheet for more information. | ATR-15173 | |
Atrieve HR | Report Writer | In HR Report Writer, added absent employee preferred name field and dispatched employee preferred name field to the Absences and Dispatches table. | ATR-17069 | |
Atrieve HR | Report Writer | Added field for Gender Identity to the HR Report Writer, demographics table. | ATR-20917 | |
Atrieve HR | Staffing Notification | In Atrieve HR, added a warning to Staffing Notification Codes to alert users if they have added more than one payroll destination. This will ensure payroll does not receive duplicate notifications. | ATR-17835 | |
Atrieve HR/Payroll | Staffing Notification Processing Screen (SNPS) | Legacy Staffing Notification menu access removed. Access to the legacy Staffing Notification module (SNPS) will be removed from the portal menu as of the 2024 Start of School Release, 24.02.01 The new version offers several enhancements and features that will improve your experience and efficiency. | ATR-18279 | |
Atrieve HR | Workboard | Available jobs on Workboard will now display the absent employee’s response to the “Wheelchair Access?” question so that replacement employees know whether the dispatched location is accessible. | ATR-16021 | |
Atrieve HR | Workboard | Workboard will no longer consider employees who have an inactive substitute/casual preference record status as requested. That way when districts have search order lines that don’t open unless there are no requested replacements, they are not held up indefinitely for dispatching. | ATR-17353 | |
Atrieve HR | Workflows | Added new field for Gender Identity to HR Workflows. The new field is available within pre-defined fields, demographics group. For more information, please refer to the key enhancement feature sheet. | ATR-20394 | |
Atrieve Payroll | ||||
Atrieve Payroll | Database Maintenance | In Atrieve Payroll, we added CPP2 Maximum Contributions field to Provincial Tax Parameters (Payroll System Maintenance > Payroll Database Maintenance > Provincial Tax Parameters). Districts must ensure they have this set to 188.00 for 2024. | ATR-19925 | |
Atrieve Payroll | Employee Maintenance | Updated the Salary Grid Increment by Storage Bank to include prompts to update a specified range of grids. | ATR-15507 | |
Atrieve Payroll | Employee Maintenance | In Atrieve Payroll, when running salary grid increment processes in report mode, users can now run the HR update in preliminary as well. | ATR-16086 | |
Atrieve Payroll | Employee Maintenance | In Atrieve Payroll, added a field for Identified Gender in demographics to support BC Pay Transparency Reporting and to allow for other reporting to remain the same. For more information, please refer to the Key Enhancement Feature Sheet. | ATR-20387 | |
Atrieve Payroll | Employee Reporting | In Atrieve Payroll, added Excel output to Invalid SIN/Birth Date Report. | ATR-11446 | |
Atrieve Payroll | Employee Reporting | In Atrieve Payroll, added Excel output to the Employee Master Contract Report. | ATR-11476 | |
Atrieve Payroll | Employee Reporting | For Teacher ROE’s, the system will ensure that the Final Pay End Date matches the Last Day Paid. | ATR-13829 | |
Atrieve Payroll | Employee Reporting | In Atrieve Payroll, added Occupation Code Description to the Excel output of the Payroll Master Report. | ATR-17900 | |
Atrieve Payroll | Employee Reporting | In Atrieve Payroll, the CPP2 calculation has been added to the Payroll Projection Run program. | ATR-19752 | |
Atrieve Payroll | Government Reporting | Ontario-Specific. Reversed the sort order of the OnSIS Submission Period Lookups where they exist in the system so that they are in descending order (newest to oldest period). | ATR-17575 | |
Atrieve Payroll | Government Reporting | The BCPSEA EDAS extract will no long report employees who are not set up in payroll. For example, TTOC’s who are set up in HR, but are not set up in payroll because they have not worked yet. This changes comes as a requirement from BCPSEA. | ATR-17761 | |
Atrieve Payroll | Government Reporting | In Atrieve Payroll, the Pier Report will incorporate CPP2 calculations as of 2024 reporting periods. | ATR-19758 | |
Atrieve Payroll | Government Reporting | In Atrieve Payroll, added the BC Pay Transparency Report. Please refer to the Key Enhancement Feature Sheet. | ATR-20357 | |
Atrieve Payroll | Government Reporting | For Ontario SBCI reporting, added in all Permanent employee assignments, merging FTE of assignments that are the same on the basis of position, start date, and end date. Then removing any duplicates after the merging is completed. | ATR-22166 | |
Atrieve Payroll | Payroll Process | In Atrieve Payroll, the payroll stream can only run to disk or to archive output to avoid performance issues when running to email or a printer. | ATR-16187 | |
Atrieve Payroll | Payroll Process | In Atrieve Payroll, when running the Payroll Update, we’ve added the payroll description in bold to the top of the screen to remind the user which payroll they are in, as to avoid running the payroll update in the wrong payroll. | ATR-17599 | |
Atrieve Payroll | Payroll Process | In Atrieve Payroll, a new dedicated batch queue for Pay Statements has been introduced specifically designed for our hosted customers. These changes ensure optimal system performance and streamline critical payroll processes.
| ATR-17767 | |
Atrieve Payroll | Payroll Process | In Atrieve Payroll, added Journal Interface and Invoice Interface to the download file process to eliminate the need for FTP. | ATR-21567 | |
Atrieve Payroll | T4/T4A | Added Box 45 to T4 Summary and Final Reporting in Excel. | ATR-19687 | |
Atrieve Payroll | Timesheet Maintenance | In Atrieve Payroll, changed Timesheet Edit to Timesheet Maintenance and moved the menu to the top of the Payroll Data Entry menu. From there, to change a timesheet, the user can enter/look up an existing batch. While in edit/change mode, users can now insert a new line into the timesheet. To create a new timesheet batch, enter a period and batch type in the batch control number to enter into the next available batch control number. For more information, please refer to the Key Enhancement Feature Sheet and the online user guide. | ATR-11535 | |
Atrieve Payroll | Timesheet Entry Web | In Timesheet Entry Web, timesheet categories for amendments are now displayed in Title Case instead of upper case. | ATR-15477 | |
Atrieve Payroll | Timesheet Entry Web | In Timesheet Entry Web, ensured that timesheet descriptions for amendments are displayed instead of the code (e.g. Displaying “Time and a Half” instead of “OT15”. Areas updated: Timesheet Entry Confirmation Page and the page visited when entering a timesheet against a week that already has amendments. | ATR-15927 | |
Atrieve Payroll | Timesheet Entry Web | When viewing timesheets with amendments entered as an employee, new columns are available: Pay ID, Position, Location, Auth Loc. When viewing timesheets with amendments from Timesheet Management, new columns are available: Approved Date, Processed Date, System Comment. | ATR-17132 | |
Atrieve Payroll | Timesheet Entry Web | In Timesheet Entry Web, ensured that timesheet descriptions for amendments are displayed instead of the code (e.g. Displaying “Time and a Half” instead of “OT15”. Areas updated: Viewing Timesheet Entries and in Timesheet Management when authorizing timesheets with amendments. | ATR-17144 | |
Resolved Issues
Product | Module/Program | Description | Reference |
|---|---|---|---|
Atrieve Finance | |||
Atrieve Finance | Accounts Payable | Issue was on Invoice Deletion screen, where user was not able to delete the invoice. This issue is fixed, able to see both the "Is this foreign exchange" and "Are you sure you want to delete" dialogs after clicking on Delete button. | ATR-17094 |
Atrieve Finance | Accounts Payable | Issue was on Accounts payable preliminary register where after APR changes, user was not able to re-submit the APR again for approval. This issue is fixed now. | ATR-17393 |
Atrieve Finance | Accounts Payable | Issue was on cheque cancellation screen, where user had to page thru all invoices prior to allowing them to cancel a cheque. This issue is fixed now, buttons are always available on footer. | ATR-14606 |
Atrieve Finance | Accounts Receivable | Issue was on Invoice addition screen where count of attachments was incorrect when an new invoice was created using deleted invoice number. This issue is fixed now. | ATR-8693 |
Atrieve Finance | Accounts Receivable | In Accounts Receivable, resolved an issue where users would get an error message in Account Inquiry when clicking the Customer button. The button now correctly loads the Customer File Inquiry. | ATR-15514 |
Atrieve Finance | Accounts Receivable | Issue was in Invoice Addition where, incorrectly pre-assigning a Register number when the invoice was originally created. This issue is fixed now. | ATR-16176 |
Atrieve Finance | Accounts Receivable | Issue was on Cash Receipt interface screen, where “Enter Your Bypass Password” dialog was not getting displayed. This issue is fixed now. | ATR-16220 |
Atrieve Finance | Accounts Receivable | Issue was on Batch Balance report where wrong customer name was getting displayed for cancelled receipts. This issue is fixed now. | ATR-16841 |
Atrieve Finance | Accounts Receivable | Issue was on Batch Balance report where error message was getting displayed for Misc customer which included the text "Can-" anywhere in the description. This issue is fixed now. | ATR-17374 |
Atrieve Finance | Accounts Receivable | Issue was on Batch balance report where entries were missing for MISC customer. This issue is fixed now. | ATR-17574 |
Atrieve Finance | Accounts Receivable | Issue was observed on Cash receipt entry screen where on Print/Email Output Settings page, a default address was getting displayed in “Email To” field for a MISC customer. Also Update Email Address On Customer? prompt was getting displayed for MISC customer. Both these issues are fixed. | ATR-17897 |
Atrieve Finance | Accounts Receivable | Issue was on Credit Note Entry screen, where incorrect interest was getting displayed due to invoice Description overflowing into Interest field. This issue is fixed now. | ATR-19201 |
Atrieve Finance | Budget Manager Web | Resolved an issue in Budget Manager where location names with a quotation mark would truncate. The location name will now display fully if there is a quotation mark. | ATR-20147 |
Atrieve Finance | Budget Manager Web | The issue was on the Budget Manager Account Summary Page, clicking on any of the column headers the GL Description was showing as blank when sorting. The issue is fixed now, the GL Description is displaying on the page after sorting. | ATR-20148 |
Atrieve Finance | Budget Planning System | Issue observed was on BPS Position inquiry screen, where amounts of 100,000.00 or larger was getting splitted. This issue is fixed now. | ATR-17215 |
Atrieve Finance | Database Maintenance | Correct tooltip updated for the Delete button on database options. | ATR-14033 |
Atrieve Finance | Document Storage & Scanning | Resolved an issue with Invoice Changes - Closed Invoices where, scanned document was not getting displayed after save. | ATR-18420 |
Atrieve Finance | Finance | In Atrieve Finance, removed the Excel buttons that were inadvertently added without correct formatting to Detailed Chart of Accounts and Purchase Order Reports. | ATR-21695 |
Atrieve Finance | Fixed Assets | Issue was on asset addition and changes page where the dollar amount maximum values on Depreciation page was not maximum. This issue is fixed now. | ATR-17204 |
Atrieve Finance | General Ledger | Issue was on GST/ HST Payment Recovery screen, where line “G/L Accounts Receivable Balance” was visible in report. This issue is fixed now, line “G/L Accounts Receivable Balance” is removed. | ATR-12440 |
Atrieve Finance | General Ledger | Issue was on GL inquiry screen, where icon linking back to receipt was not getting displayed. This issue is fixed now. | ATR-15328 |
Atrieve Finance | General Ledger | Issue was on GL Inquiry screen where incorrect total commitments were getting displayed. This issue is fixed now. | ATR-17331 |
Atrieve Finance | Government Reporting | Issue was on Payroll Data collection screen, accessing the same was displaying host screen. This issue is fixed now, standard screen is getting displayed and able to enter up to 25 Taxable Benefit codes, error message “Maximum Codes Entered” is getting displayed when try to enter 26th code. | ATR-17323 |
Atrieve Finance | Invoice Entry | The issue was on the Detail Line Viewing Page where there was no button available to navigate back to the previous screen. Pressing the Enter key resulted in deleting the invoice. The issue is fixed now, The Cancel button has been added to the Detail Line Viewing page and navigates to the previous screen when clicked. Pressing the Enter key will navigate back to the previous screen. | ATR-15081 |
Atrieve Finance | Invoice Entry | In Atrieve Finance, resolved an issue where users could not close a warning pop-up after trying to suspend a paid invoice. | ATR-15414 |
Atrieve Finance | Invoice Entry | Resolved issue In invoice inquiry and vendor inquiry viewing invoices. Some IEW and EEW tasks are currently not displaying attachments or an expense button. Users are unable to view the attachments or expenses associated with the tasks. This has been caused by transferring Invoices to a different vendor. | ATR-19829 |
Atrieve Finance | Invoice Entry Web | In Invoice Entry Web, resolved an issue where approvers would occasionally see vendor and invoice validation issues relating to the same task. | ATR-14180 |
Atrieve Finance | Journal Entry | The issue was on the Journal Entry Maintenance page, Recurring Journal Entries disappear after making an illegal exit of the window. The issue is fixed now, the Journal Entries are displaying on the page after making an illegal exit of the window. | ATR-19164 |
Atrieve Finance | Journal Entry | Issue resolved in Journal Entry where the Posted Audit was not displaying the routing activity details. | ATR-19231 |
Atrieve Finance | Journal Entry | When creating or modifying a journal entry the number of records to display before paging has been increased from a maximum of 50 rows to include the following options: 100, 250, 500. This change was made to address the issue where a journal entry batch has more than 50 records and once you exceed 50 records if changes are made and a blank row is added on another page you are unable to navigate to that blank row to make changes. | ATR-19236 |
Atrieve Finance | Journal Entry | In Atrieve Finance, fixed an issue in Journal Entry Export where the minimum commitment or expense criteria was only looking for records where the minimum commitment and expense both met the minimum amount set. The selection criteria now treats the minimum to search for records where the minimum amount must be found in either the commitment or the expense. | ATR-20915 |
Atrieve Finance | Journal Entry | Issue with email notifications not being sent for the Journal Entry Web application have been resolved. Users were not receiving email notifications after submitting a Journal Entry for approval or when posting, causing delays in processing. | ATR-21968 |
Atrieve Finance | Invoice Entry | In Atrieve Finance, resolved an issue where the system would change amounts from 0’s to 1’s during invoice entry against a purchase order. | ATR-16174 |
Atrieve Finance | Invoice Entry | Issues was on Invoice entry screen, where when Fast Mode is ON and user use self assessed pst and save the invoice then on main page same vendor is not loaded. This issue is resolved now. | ATR-16455 |
Atrieve Finance | Journal Entry Web | Resolved an issue with Journal Entry web where GL Account having of Alias was not being validated based on user’s GL Security. | ATR-20291 |
Atrieve Finance | Purchasing | In Atrieve Finance, resolved an issue where PO’s with over 99 lines could not be viewed in PO Inquiry and resolved an issue where users could not invoice against PO’s over 99 lines. | ATR-14238 |
Atrieve Finance | Purchasing | Issue was on Buyer processing screen, where user was allowed to Insert new lines onto an existing requisition of 96 lines and error message was getting displayed when converting to PO. This issue is fixed now, error message “No more lines can be added to this requisition” is getting displayed on Buyer Processing screen when user try to insert more than 96 lines. | ATR-16817 |
Atrieve Finance | Purchasing | The issue was on PO inquiry screen where for Purchase Orders that were converted from requisitions the program was accidentally clearing the Commitment label with Commitment amount and also "Requisition No" field that only displays on Purchase Orders that are created from Requisitions was missed when the HTML5 screen was created. Both of these issues are fixed now. | ATR-16957 |
Atrieve Finance | Purchasing | Issue was on PO Inquiry report where second decimal place was not visible. This issue is fixed now. | ATR-17375 |
Atrieve Finance | Purchasing | In Purchasing, added missing lookups to fields on the Requisition Statistics Report and Export. | ATR-21314 |
Atrieve Finance | Purchasing Card | Issue resolved in Purchasing Cards where the completion counts were not showing the correct totals after the statement is invoiced | ATR-18011 |
Atrieve Finance | Purchasing Card | Issue resolved in Purchasing Cards with transactions flagged as FIA once invoiced were not displaying in Invoice Changes when selecting the FIA button. | ATR-19235 |
Atrieve Finance | Purchasing Card | Resolved issue with Purchasing Cards where invoice generation was giving error when vendor validation was turned off and uploaded Purchasing Card transaction has vendor that does not match with atrieve vendors. | ATR-21313 |
Atrieve Finance | Reporting | In Atrieve Finance, resolved an issue in User Defined Reports (UDR) where the enter key did not work to take the user to the GL selection criteria page. | ATR-17339 |
Atrieve Finance | Requisition Web | Resolved an issue with Requisition Activity page where User Id column was incorrectly displaying logged in username . This is now fixed to display user’s full name (<first name> <last name>). | ATR-18204 |
Atrieve Finance | Requisition Web | Resolved an issue with Requisitions (New) - Shopping Cart and Browse Catalogue page, where credit/negative value is now allowed for quantity field | ATR-18393 |
Atrieve Finance | Requisition Web | Resolved issue with Requisitions (New) - Shipping Details popup, where required date is now considered based on Profile Maintenance Tabbed screen’s 'Number of days to advance required date' field. | ATR-18412 |
Atrieve Finance | Requisition Web | In Requisitions, the issue was the way that the item totals were calculated for a cart which, in some scenarios, resulted in an authorization error. The calculation has been modified to correctly determine if the logged in user should have permission to authorize the requisition. | ATR-19263 |
Atrieve Finance | Requisition Web | The issue with the search functionality using the ‘All Fields’ option under the ‘Create Requisition’ page has been resolved. Prior to the fix, the search was limited to Non LRS Catalogue items only. Now, the modification ensures that all LRS Catalogue items are also included in the search. | ATR-20570 |
Atrieve Finance | T4/T4A | Issues were there on T4A Footnote Code deletions screen where tooltip was incorrect, buttons were displaying incorrectly, no primary button on screen. All these issues are fixed now. | ATR-14032 |
Atrieve Global | |||
Atrieve Global | Document Storage | Resolved an issue under Document Upload screen where filter option is added for File Name column. | ATR-18390 |
Atrieve Global | eForms | Resolved an issue where the calendar date picker would not open in an appropriate location on eForms. | ATR-13011 |
Atrieve Global | eForms | Issue was in the user-defined section designer, when creating a field with both the output field and output table selected, requiring a cache refresh for visibility. This issue is fixed now, able to see the fields below user-defined fields within the applicable folder upon saving the form. | ATR-20320 |
Atrieve Global | HR Report Writer | New Report Writer to Batch: Issue is resolved where the Report Notification was not displaying and users had to manually refresh the page to check the completion status in the Processing Status grid. | ATR-22839 |
Atrieve Global | System Access/Security | The time zone displayed on the Account Maintenance screen for temporary user accounts has been corrected to show the district's time zone instead of Universal Time. | ATR-18366 |
Atrieve Global | Security Management | In Security Management System, resolved an issue with tailored menus using Dispatch Additions, Changes, Deletions, Inquiry. These menus can now be assigned to users' tailored menus. | ATR-17367 |
Atrieve Global | Task Maintenance | Issue was when a task is redirected, the redirect e-mail shows the incorrect employee name. This issue is fixed now. | ATR-17534 |
Atrieve HR | |||
Atrieve HR | Absence/Dispatch | Issue was on Replacement Employee Availability Report where warning message was getting displayed after report gets downloaded using Excel button. This issue is fixed now. | ATR-8424 |
Atrieve HR | Absence/Dispatch | Issue was on View/Change Dispatches/Absence and eForms where incorrect message was getting displayed when SharePoint is down. This issue is fixed now. | ATR-15807 |
Atrieve HR | Absence/Dispatch | In Atrieve HR, resolved an issue where schedules for open-ended dispatches were not being created when accepting a job through Workboard or when entering a pre-arranged replacement on the web portal. | ATR-17184 |
Atrieve HR | Absence/Dispatch | HR Report Writer web confirmation/navigation reporting now correctly shows the response when an absence is entered and the employee has not requested a replacement. | ATR-17212 |
Atrieve HR | Absence/Dispatch | Issue was on Phase Four Report where employee belongs to other phase was appearing in report and also report was not displaying the correct status when ran by choosing Active and Inactive employee. Both issues are fixed now. | ATR-17386 |
Atrieve HR | Absence/Dispatch | Resolved an issue in Absence entry during entitlement checking where unprocessed Absences were being calculated Incorrectly when employee has 2 Assignments, one Hourly and the other FTE. | ATR-17446 |
Atrieve HR | Absence/Dispatch | Resolved an issue in the Text & Email Profile where the confirmation message received was ending with special characters. | ATR-17455 |
Atrieve HR | Absence/Dispatch | In Atrieve HR, resolved an issue in Absence/Dispatch Changes where the user could not navigate away from the page by using the left-hand navigation menu when the record had a comment for the replacement employee. | ATR-17896 |
Atrieve HR | Absence/Dispatch | In View Change Absence, resolved an issue where users were cancelling their dispatch multiple times by clicking the confirmation of the cancellation multiple times quickly in succession, resulting in re-dispatching that same record multiple times. Now, the system will only run the cancel action once regardless of how many times the user clicks “yes” to confirm the cancellation. | ATR-19355 |
Atrieve HR | Absence/Dispatch | Issue observed that when an absence that has already been interfaced is edited in the View or Change screen, the system is deleting the leave instead of canceling it, resulting in no amendment record being created. This issue is fixed now. | ATR-19883 |
Atrieve HR | Automated Dispatching | Issue was that Opt Out Options field in Dispatch Search Parameter was allowing more options then the User Defined Field is set up with, due to which user was seeing all the ADS Call opt. This issue is fixed now, validation is added so now user cannot add any option in Opt Out Options Field which is not in User Defined Field. | ATR-17461 |
Atrieve HR | Automated Dispatching | In Atrieve HR, resolved an issue where the Automated Dispatch System (ADS) would crash when a very large dispatch (e.g. 6 months) resulted in a manual intervention and the manual interventions were configured to be emailed to the location email addresses. | ATR-19143 |
Atrieve HR | Database Maintenance | Resolved an issue where special characters did not display or would display errors in Comment Maintenance and Job Posting Maintenance. | ATR-10728 |
Atrieve HR | Database Maintenance | Issue was on Dispatch Search Parameter Changes screen, user was not able to access the first field on page two or page three. This issue is resolved now. | ATR-16931 |
Atrieve HR | Database Maintenance | Issue was on Location database option, where changing the Location’s Numeric Sequence field and saving the same was displaying error messages. This issue is fixed now, no error message is appearing. | ATR-17423 |
Atrieve HR | Database Maintenance | Issue was on Employee additions and changes screen where toggle button was missing. This issue is fixed now, the toggle is only visible before the employee is loaded and is removed once the employee is loaded. | ATR-19223 |
Atrieve HR | Database Maintenance | Issue observed was on Interval Type Code Inquiry screen, where user was not able to switch to addition screen. This issue is fixed now. | ATR-19276 |
Atrieve HR | Database Maintenance | Issue was on Routing Authorizer Codes screen, when attempting to change the Employee by selecting the search icon next to the Employee field under Employee Calculation Method, the screen appears distorted and searching for an employee is not possible. The expected behavior is that users should be able to search by name without any display issues. This issue is fixed now. | ATR-19724 |
Atrieve HR | eDocs | The behavior in eDocs has been adjusted to prevent users without the necessary permissions from deleting documents via the document upload window. | ATR-19233 |
Atrieve HR | Employee Maintenance | The issue was on the Action Details Additions and Actions Details Changes screens where the toggle button was missing. This issue is fixed now, the toggle is only visible before the employee is loaded and is removed once the employee is loaded. | ATR-19224 |
Atrieve HR | Employee Maintenance | Issue observed on Action Detail Addition screen, where error message was getting displayed after modifying Action Date. This issue is fixed now. | ATR-19277 |
Atrieve HR | Employee Maintenance | In Atrieve HR, resolved an issue in the Employee Demographics report where the report would produce blank results when any selection criteria was applied. | ATR-19286 |
Atrieve HR | Employee Maintenance | In Atrieve HR, a warning would appear in assignments related to costing being changed because of location changes when authorization location was changed. This warning was not relevant and has been removed. | ATR-20927 |
Atrieve HR | External Job Posting | Resolved an issue with EJP applicants: User accounts which have last login less than 360 days will now NOT be deleted. (Before fix, User accounts with last login more than 30 days were getting deleted). | DNET-6967 |
Atrieve HR | External Job Posting | The issue was the User was able to submit an application without filling in the mandatory Applicant Profile fields. The issue is fixed now, User submit an application without filling in mandatory fields it will display the More Information Required page to fill in mandatory fields and then submit an application. | ATR-18016 |
Atrieve HR | External Job Posting | The issue was on the Posting Details Page where there was no up and down arrow on the column headers clicking on it and if there were multiple applicants sorting was not happening. The issue is fixed now, Up and Down Arrows are displayed on the column headers by clicking on them and sorting was happening for multiple applicants. | ATR-18018 |
Atrieve HR | External Job Posting | The issue reported is related to the inability to add back a deleted record in the "Profile - Subjects & Levels" page. When an applicant logs in and navigates to the Subjects & Levels tab, they are unable to add previously deleted records back into the system. Despite clicking the Add button and receiving a confirmation that the record was saved, it does not appear in the grid as expected. The expected behavior is that the deleted record should be successfully added back. | ATR-19733 |
Atrieve HR | External Job Posting | EJP has been updated to associate the Activity tab to the permission ‘View All Postings’ to ensure that only Administrative users will have access to the Activity tab and not other users, like Hiring Managers. | ATR-19960 |
Atrieve HR | External Job Posting | The issue was the User was able to apply the single job posting multiple times by using the back button in the browser and the Submit button was enabled. The issue is fixed now, clicking on the Submit button to check if the user has already applied to the posting, and the Submit button should be disabled. | ATR-20163 |
Atrieve HR | Interface to Payroll | In Atrieve HR, added usability improvements to the absent employee and replacement employee costing maintenance modules, specifically around the suspend or interface column. The header of the column now displays a legend to show the user that a “*” means suspend and “I” means interface. There are buttons in the field to insert the suspend or interface character. Users can still use their enter key to toggle between suspend status. There is help text at the bottom of the grid to remind users to use their arrow keys to move from field to field. | ATR-17082 |
Atrieve HR | Interface to Payroll | In Atrieve HR, resolved an issue in the absence costing report where the exception report was inserted partway through the error report. The reports now print in the correct order. | ATR-17083 |
Atrieve HR | Interface to Payroll | In Atrieve HR, resolved an issue in absence costing where the system could not convert hours to days as defined on the absence code when the absent employee had a rotating schedule. | ATR-17308 |
Atrieve HR | Interface to Payroll | Resolved an issue in Atrieve HR where absence costing was looking for approved leave applications on cancelled or changed leaves. | ATR-19984 |
Atrieve HR | Job Posting | UI Issue was on Job Posting Additions screen when user access the same using "Add/change" toggle button from Changes screen. This issue is fixed now. | ATR-6714 |
Atrieve HR | Job Posting | In Atrieve HR, resolved an issue where the Successful Applicant Report showed without a Graphical User Interface (GUI) for some districts because the system was looking for specific text in the first prompt, which is customized by district. | ATR-21473 |
Atrieve HR | OH&S | Resolved an issue in Manitoba OHS where the xml extract would not include area codes of phone numbers if the area code was larger than “214”. Also resolved an issue where several fields were not extracting to the xml. | ATR-21867 |
Atrieve HR | Report Writer | In HR Report Writer, resolved an issue when reporting on GL Distribution from Assignments in FTE and only the first line of the distribution would convert to FTE when the assignment was in hours. | ATR-17787 |
Atrieve HR | Staffing Notification Processing | The issue was on the Function line page, where entering negative values in the Pay Rate field wasn't permitted, causing it to revert to a 0.00 value. The issue is fixed now, users can enter negative values in the Pay Rate field, and it will not revert to 0.00. | ATR-18002 |
Atrieve HR | Staffing Notification Processing | Resolved an issue on Staffing Notification Processing page (SNPS new menu), where Task count was not displaying correctly. | ATR-18009 |
Atrieve HR | Staffing Notification Processing | The issue was on the Function Line page, Choosing a different pay type, cycle code, or pay code, resulting in an error message. This issue has been resolved. Choosing a different pay type, cycle code, or pay code in which no error message appears. | ATR-18014 |
Atrieve HR | Staffing Notification Processing | Issue resolved in SNPS (New) where the Memo icon was not displaying immediately upon return to the notification list page. | ATR-19234 |
Atrieve HR | Staffing Notification Processing | Issue has been resolved in SNPS (New) where the Redirect button was not working correctly if the selected employee did not yet exist in Payroll. | ATR-19647 |
Atrieve HR | Staffing Notification Processing | The hotkey for the Redirect button was not functioning on the main page after the user closed a notification in SNPS. The issue was how the system processed the Redirect popup from the main page and also from the notification detail page. To resolve the issue the hot key on the notification detail page was modified. Now, on the main page the hot key combination for Redirect is Alt+r, and the hot key combination on the Notification Detail page has been changed to Alt+t | ATR-22548 |
Atrieve HR | Workboard | Workboard will now check if absences are being held for merging before displaying to replacement employees. If a dispatch is being held within the profile-defined time (e.g. wait 5 minutes for a contiguous absence for merging), users will not be able to accept the job on Workboard. | ATR-17747 |
Atrieve HR | Workflows | Resolved an issue with Onboarding where entering a long Email message was sometimes not displaying Save and Submit button after user logs in using link received. | ATR-18000 |
Atrieve HR | Workflows | Resolved an issue with Onboarding where entering a long Email message was giving error, logging in as employee/applicant. | ATR-18015 |
Atrieve HR | Workflows | Resolved an issue with Token Maintenance page, where MaxUses value under Aspects grid was not being considered from Profile Maintenance - Tabbed, Token Authorization Max uses field. | ATR-18017 |
Atrieve HR | Workflows | Issue was on SIN Expiry Issue form where error message was getting displayed when user enters SIN number greater than 8. This issue is fixed now. | ATR-19203 |
Atrieve HR | Workflows | Issue was in onboarding a new employee, where substitute/casual status was not getting updated. This issue is fixed now. | ATR-20162 |
Atrieve Payroll | |||
Atrieve Payroll | Benefits | In Atrieve Payroll, resolved an issue in the Ontario One-Trust extract and maintenance where WSIB work status was incorrectly printing WS. The status now correctly prints WA. | ATR-19561 |
Atrieve Payroll | Database Maintenance | Issue was on User Specific Parameter Profile 'Page 4' fields Process Deduction Comparison and Pay Estimate Benefit Projection List where warning message was appearing when focus is on these fields. Also magnifying glass was not visible all the time. This issue is fixed now. | ATR-16936 |
Atrieve Payroll | Database Maintenance | Issue was on Storage bank Control database report which was including blank pages when opened with PDF. This issue is fixed now. | ATR-16945 |
Atrieve Payroll | Employee Maintenance | Resolved an issue in Atrieve Payroll that occurred when adding or changing a function line an error occurs preventing the user from exiting the GL Distribution screen after entering all required details. Despite entering 100% distribution with cost center and GL, attempting to save the changes results in the same screen being displayed again unnecessarily. The issue causes the creation of an incomplete function line and prohibits the user from simply hitting back and saving. | ATR-19646 |
Atrieve Payroll | Employee Maintenance | In Atrieve Payroll, resolved an issue where users could not change the GL in the Pay Estimate. | ATR-17788 |
Atrieve Payroll | GL Maintenance | Issue was on Detail GL Distribution Report - Excel output, where when GL descriptions have 2 or more dashes in the leading position, Excel was treating that as an erroneous formula and causes the description to display as #name?. This issue is fixed now, able to see "=" sign in front of the description and #NAME? error is no more visible. | ATR-17096 |
Atrieve Payroll | GL Maintenance | In Atrieve Payroll, resolved an issue in GL Adjustment Entry where users could not type a 14-character GL plus a sub-ledger. Users can now add a subledger onto their GL in this screen. | ATR-17345 |
Atrieve Payroll | Government Reporting | In Atrieve Payroll, updated the BC Benefit Liability Extract (Mercer) to accommodate 2024 updates to include hourly earnings rate, daily earnings rate, and 10 or 12-month employee columns. There are no configuration changes required by users and no changes to the report selection fields. | ATR-21172 |
Atrieve Payroll | Government Reporting | In Atrieve Payroll, Ontario SBCI extract, resolved an issue where the pay rate in the PDF report would display a percentage symbol if the data length was 6 digits or larger, resolved an issue where if the pay type is not S or H, we need the salary was not annualized, resolved an issue where the LTO top-up report didn’t display all assignments. | ATR-21778 |
Atrieve Payroll | Government Reporting | In Atrieve Payroll, Ontario SBCI Process, updated the salary calculation to include all decimal places from the FTE. | ATR-21866 |
Atrieve Payroll | Payroll Process | In Atrieve Payroll, resolved an issue in the Payroll Download File Process for Earning Statements where the employee number field was not accessible and users had to use the lookup icon to select an employee. | ATR-17341 |
Atrieve Payroll | Payroll Process | Issue was with payroll purge programs, error were getting displayed . All issue are fixed now. | ATR-17870 |
Atrieve Payroll | Payroll Process | In Atrieve Payroll, resolved an issue where record locking would not allow the the Selective DTE Timesheet Retro process to complete. | ATR-19227 |
Atrieve Payroll | Payroll Process | Resolved an issue with the new feature for Statement History Adjustments where even if a user had selected 'N' to never interface the adjustment, the entries had still been interfacing. Now if the user selects 'N', the entries will not interface. | ATR-19581 |
Atrieve Payroll | Pension | In Atrieve Payroll, resolved an issue where the Deduction Register printed the wrong column header after reporting on CPP deductions. It incorrectly displayed CPP2 as the column header on subsequent deduction codes instead of Ded Table. | ATR-21362 |
Atrieve Payroll | Pension | In Atrieve Payroll, we adjusted the auto-correction on the CPP limiting to ensure the full deduction amount is taken. | ATR-22566 |
Atrieve Payroll | Salary Maintenance | Resolved an issue in the Payroll Salary Grid/Payroll Update Process where the report displayed the wrong grid if the employee had two function lines, including one with an override salary grid and the user did not omit override grids. The report was displaying the employee’s non-override grid, then printing “over ride salary grid - bypassed” next to it instead of displaying the override grid. The report now prints the override salary grid if not omitted from the report. | ATR-17831 |
Atrieve Payroll | Salary Maintenance | In Atrieve Payroll, for the Salary Grid Increment by Storage Bank, the system checks the current period from the Payroll System Master Profile and counts back six (6) months to determine whether a warning should be displayed to tell the user the period they selected is older than 6 months. This change adds validation to the current period check. If the system cannot find the current period defined in the payroll calendar, an error message will be displayed to advise the user that the system cannot complete the calculations based on the current period being invalid. This will happen when the master profile has been updated to a period in which the payroll user has not created in the payroll calendar yet. | ATR-17832 |
Atrieve Payroll | Salary Maintenance | Issue was on Teacher To TOC Salary Reconciliation report, where “Omit Terminated, On Leave, Both” prompt was considering employee status in Teach payroll instead of TOCS. This issue is fixed now. | ATR-19628 |
Atrieve Payroll | Salary Maintenance | In Atrieve Payroll Salary Grid Increment Processes, fixed an issue where the user could arrow up to the report/process HR salary grid processes if the profile is turned off for HR updates. Users can no longer access these fields if the profile has HR updates turned off. | ATR-21465 |
Atrieve Payroll | Storage Bank Maintenance | In Atrieve Payroll, resolved an issue when re-sorting storage bank history from Employee Inquiry and selecting a starting pay period (rather than leaving pay period blank) would change the opening and closing balances. The opening balance and closing balances are now exactly the same as they were when the page first loaded with pay period sorting in ascending order. | ATR-17797 |
Atrieve Payroll | Storage Bank Maintenance | In Atrieve Payroll, the storage bank history issue, where the history grid was not displaying fully in the Employee Changes when employees had a large amount of history, has been resolved. The transaction history now displays correctly without any missing data. In the Employee Inquiry and Storage Bank Inquiry, Pay Period Column Values are Sorted in descending Order by clicking the column header or clicking the page down to the end. | ATR-19125 |
Atrieve Payroll | Storage Bank Maintenance | In Atrieve Payroll, resolved an issue in Storage Bank Adjustments where an error would result after entering 99 adjustment lines and the user would be returned to the main menu without the adjustments saved. The system now advises of limit of 99 lines reached and will allow the user to save the adjustments. | ATR-19126 |
Atrieve Payroll | Storage Bank Maintenance | Issue observed on banks page where incorrect error was getting displayed when a period was entered in hours/days while adjusting a storage bank. This issue is fixed now, able to see expected error message. | ATR-19127 |
Atrieve Payroll | T4/T4A | In Atrieve Payroll, resolved an issue when calculating Box 45 (Dental) on T4’s where the system was not checking against pay periods against the deduction on the employee master. If employee did not have the defined deduction code as of the December 31 pay period should use the default code. | ATR-19092 |
Atrieve Payroll | Timesheet Entry Web | In Timesheet Admin > Send Authorization Reminder, resolved an issue where the system would accept an end date that was before the start date. | ATR-13796 |
Atrieve Payroll | Timesheet Entry Web | Issue was on Time Sheet Entry Authorization Reminder Email - All Locations screen, where appropriate error messages where not getting displayed when user entered invalid email id. This issue is fixed now. | ATR-13916 |
Atrieve Payroll | Timesheet Entry Web | Issue was on TEW where, incorrect totals and total units were getting displayed when user chooses not to load default values from previous week. This issue is fixed now. | ATR-17029 |
Atrieve Payroll | Timesheet Entry Web | Issue was on TEW where, incorrect totals and total units were getting displayed when user chooses to load default values from previous week. This issue is fixed now. | ATR-19077 |