Atrieve 24.03.01

Atrieve Finance

Atrieve Finance

Journal Entry Web

Performance improvements have been applied in Journal Entry Web to the Append, Reverse, Posted Audit, and Search Results pages.

ATR-18289

Atrieve Finance

T4/T4A

In Finance, updated header for T4A XML file. One key change is that the CRA added a field called TransmitterRepID. If required, this data can be stored under Finance Setup > Profiles > Employer Constants > Page 2, field “Representative Identifier”.

ATR-23733

Atrieve Global

Atrieve Global

System Access/Security

Performance improvements implemented in Role Based Security

ATR-22122

Atrieve Global

System Access/Security

The new Portal Authentication Audit page has been added to provide audit information for different events, such as logging in, impersonation and login failures. Permission to this new page can be applied to a Role in Menu Builder by selecting the new menu item from Tools > Security & Setup > Portal Authentication Audit

ATR-22915

Atrieve Global

System Access/Security

With MFA when local login fields are hidden, end users were not able to login if their email had changed until their relationship or mapping between Active Directory and Microsoft was unlinked. To resolve this, an API has been exposed that will allow the end user to enter their previous credentials to unlink the relationship and then login using their newly updated credentials.

ATR-23265

Atrieve HR

Atrieve HR

Absence/Dispatch

In Absence Entry, pages that display a requested employee’s name will display the requested employee’s preferred name if it exists. This functionality is only activated through Tools > Security & Setup > User Profile Maint - Tabbed > ALL tab: Display Preferred Name Y/N=Y.

ATR-16771

Atrieve HR

Absence/Dispatch

In Absence/Dispatch View Change on the web portal, updated employee first names with preferred name, if it exists. This functionality is only activated through Tools > Security & Setup > User Profile Maint - Tabbed > ALL tab: Display Preferred Name Y/N=Y.

ATR-23030

Atrieve HR

Absence/Dispatch

In Absence Entry, when requesting a replacement, users can search by preferred name if an employee has a preferred name. Preferred name will display in lieu of first name. This functionality is only activated through Tools > Security & Setup > User Profile Maint - Tabbed > ALL tab: Display Preferred Name Y/N=Y. If this profile is not activated, but the district is continuing to use the ADW Profile: Display Requested Employee's Preferred Name (Y/N), that functionality will remain, but users will be able to search by preferred name as well.

ATR-23430

Atrieve HR

Employee Maintenance

When the district-level employee search is activated (from Tools > Security & Setup > User Profile Maint - Tabbed > ADW tab: List by employee number having access to enter for all users), employee first names are replaced with preferred name, when it exists. This applies to Enter Absence, View or Change, Unavailability, Extra Time, Workboard, Change Telephone, Change PIN, Text & Email Profile. This functionality is only activated through Tools > Security & Setup > User Profile Maint - Tabbed > ALL tab: Display Preferred Name Y/N=Y.

ATR-20021

Atrieve HR

Employee Maintenance

The Administrator Employee Selection pages will display employees' preferred name in lieu of first name when it exists if the preferred name profile is activated.

ATR-20088

Atrieve HR

Report Writer

Added Gender Identity Description to HR Warehouse Report Writer.

ATR-23217

Atrieve HR

Workboard

In Workboard, the employee’s preferred name will display, if available, in lieu of first name if the preferred name profile is activated.

ATR-20033

Atrieve Payroll

Atrieve Payroll

Deductions

In Atrieve Payroll, added provincial basic personal amount to the provincial tax parameters. This was added to comply with payroll deduction formula changes for for Manitoba. Refer to the user guide for more information.

ATR-23061

Atrieve Payroll

Employee Maintenance

In Atrieve Payroll, when an employee has a terminated status in other payrolls, the termination date will be visible from the demographic screen of all payrolls to which the employee has been added.

ATR-21408

Atrieve Payroll

Government Reporting

In BCPSEA Extract, when processing (Deleting or Editing) records, we’ve added 3 buttons to the bottom of the confirmation page to allow the user to easily navigate to the any of the Error List, the Validation List, or to the Extract Editor pages.

ATR-21414

Atrieve Payroll

Payroll Process

In Atrieve Payroll, running Build PDF/Email Earning Statements in test mode or resend mode can be set to run anytime through Print Options. Applicable to hosted customers only.

ATR-23093

Atrieve Payroll

Pension

In Atrieve Payroll, included breakdown of CPP1 vs CPP2 deductions in PDF, Excel, Summary, and Detail versions of the YTD Payroll Register.

ATR-19759

Atrieve Payroll

Pension

In Atrieve Payroll, built CPP2 calculations into Statement History Adjustments.

ATR-19770

Atrieve Payroll

Pension

In Atrieve Payroll, added a CPP2 Balancing Process, found under T4/T4A Processing. It is used to verify and/or correct the distribution of total CPP between CPP1 and CPP2 for all payrolls combined, for a given taxation year. The full CPP amount or taken amount for the year is the correct total, so this process does not affect the employee’s actual pay or CPP deduction amount. This process ensures the values reported from the full CPP that is CPP1 and CPP2 is correct, taking all history entries for the year, across all payrolls for an employee. When multiple payrolls are run simultaneously, or pay periods run out of sequence occur, the reporting the CPP2 can be skewed. This process should be run from any payroll but before the T4 processing starts for a given year. This process can be run anytime throughout the year, as needed. Please refer to the user guide for more information.

ATR-22651

Atrieve Payroll

Pension

In Atrieve Payroll, made a change to accommodate changes to Saskatchewan STRP Pension Adjustments (PA). STRP changed their pension formula effective July 1, 2024. This means the PA calculation for January 1 - June 30 is the old formula using YMPE thresholds and July 1 - December 31 is the new flat rate formula. When running Pension Adjustments for 2024, users should ensure their Teacher Pension Adjustment Calculation Profile is set to 0.013 and 0.020 for to/over YMPE and not make any changes for the 0.016 flat rate as that is hard-coded. Pension Adjustments will automatically use the flat 0.016 rate for July 1 - December 31. When running pension adjustments for 2025, the profile for accrual to/over YMPE percentage can both be changed to 0.016. Because the change is only for STRP, during the pension adjustment process, users will be asked whether the deduction codes are STRP pension codes. For 2024, the report will display the calculations for the different rates.

ATR-22904

Atrieve Payroll

T4/T4A

In Atrieve Payroll, for 2024 T4’s, CPP2 amount will print in box 16A. Also added the amount to print on the T4 summary and total reporting to show the same amount for box 16A. It is critical to update the print positions for 2024 T4’s per the user guide. The required changes will also be posted to the PowerSchool Community.

ATR-15978

Atrieve Payroll

T4/T4A

In Atrieve Payroll, made updates per Revenue Canada to the T4 xml file header. In Employer Constants, Page 2, added Field “Representative Identifier” which will print in the new field on the T4 xml file header.

ATR-22851

Atrieve Payroll

T4/T4A

In Atrieve Payroll, updated T4-related programs to include new options available under “Other” for Other 94 and Other 95.

ATR-23081

Atrieve Finance

Atrieve Finance

Accounts Payable

In Finance, added currency code and country code to the RBC TAP file.

ATR-19279

Atrieve Finance

Accounts Receivable

In Accounts Receivable, fixed an issue with the Customer Merge program where errors were encountered when opening invoices that had been moved in the merge process from Account Inquiry and when attempting to enter a cash receipt.

ATR-21304

Atrieve Finance

Journal Entry Web

Issue resolved in Journal Entry Web where a non user friendly error message displayed when the user attempted to submit a JE for processing that included a control account .

ATR-19414

Atrieve Finance

Journal Entry Web

Issue resolved in Journal Entry web where duplicate entries are posted with different batch numbers.

ATR-23550

Atrieve Finance

Journal Entry Web

Resolved an issue with Journal Entry Reverse, where clicking Reverse button with Journal Entry name more than 50 characters was giving error.

ATR-23557

Atrieve Global

Atrieve Global

Atrieve Web

In Atrieve Web, resolved an invalid date error in print options when the user saved print options, then returned to print options.

ATR-23115

Atrieve Global

Task Manager

Issue resolved where the Task Manager count was incorrect for several applications in the portal ex. Insights, Staffing Notifications, and Requisitions.

ATR-22842

Atrieve Global

System Access/Security

Resolved an issue where users who had access to the Onboarding menu in their Quick Links could still access the menu even if the user had the menu removed from their role and from role based security. The system will now ensure the user has access to Onboarding via Role Based Security before granting access.

ATR-18379

Atrieve Global

System Access/Security

The issue was that during SQL authentication when the MFA email is sent, it attempts to add an extra @ in the Email domain. The issue is fixed now, The MFA email system now correctly appends the email domain without adding an extra @ symbol.

ATR-18403

Atrieve Global

System Access/Security

Resolved an issue with SQL authenticated users, where logging in as users will now display home page with menus and proper name display in the bottom of menu layout

ATR-23023

Atrieve Global

System Access/Security

Issue resolved in Security Builder Activity Audit where the system was incorrectly associating a user to an action.

ATR-23297

Atrieve Global

System Access/Security

On Portal Authentication Audit page, any unsuccessful attempt of mapping will now be recorded as Failed Login/Failed External User event.

ATR-23913

Atrieve HR

Atrieve HR

Absence/Dispatch

The issue was on the Absence Entry: Leave Application Entry page clicking on the Application comment and entering the data in the input field and pressing the enter button it navigates to the absence entry: replacement instructions page when the replacement page was configured to be turned off. The issue is fixed now, pressing enter button will not be navigated to the absence entry: replacement instruction page when the configuration is not set to display the replacement instructions page.

ATR-21574

Atrieve HR

Absence/Dispatch

In Absence/Dispatch View or Change on the web portal, resolved an issue where cancelled/denied leaves for pseudo employees were displaying records belonging to locations other than the one selected for the pseudo employee when the ADW Tabbed Profile was set to only display absences at the selected location.

ATR-22642

Atrieve HR

Government Reporting

In Atrieve HR, EEP XML File Creation Process, updated the XML to print Yes or No responses in title case instead of uppercase. Also removed tags for salary step and separation reason when the data is blank.

ATR-23643

Atrieve HR

Schedules

Fixed an issue in the Enhanced Global Schedule Add where schedules were not being created with the correct FTE when selecting to create a 2-line schedule.

ATR-22985

Atrieve HR

Workflows

Atrieve Payroll

Atrieve Payroll

Atrieve Web

Resolved an issue in Payroll Custom User Reports where users could not exit the custom program if they had a tailored menu. Users with tailored menus can now exit from the custom user program when using the cancel button.

ATR-22837

Atrieve Payroll

Deductions

In Atrieve Payroll, corrected the WCB Cross Payroll to include taxable benefits in the assessable earnings column.

ATR-20924

Atrieve Payroll

Deductions

In Atrieve Payroll, made a change to Year To Date Adjustments, Manual Cheques, Statement History Adjustments to disallow users from entering more than one CPP deduction. This practice had previously caused issues with the CPP2 calculation, therefore must be avoided.

ATR-22850

Atrieve Payroll

Government Reporting

Resolved an erroneous error when running the BCPSEA extract by one employee where the system indicated BCPSEA Code 52 was not configured in the deductions profile.

ATR-19700

Atrieve Payroll

Government Reporting

In Atrieve Payroll, BC Pay Transparency Report, increased space for pay codes to exclude for regular pay to 90 characters (30 pay codes).

ATR-23291

Atrieve Payroll

Government Reporting

In Atrieve Payroll, resolved an issue in the BC Mercer Retiree report where historical sick bank balances were printing with incorrect values.

ATR-23347

Atrieve Payroll

Government Reporting

In Atrieve Payroll, resolved an issue with the DTE Timesheet Retro Process not creating the correct timesheet amounts.

ATR-23261

Atrieve Payroll

Payroll Process

In Atrieve Payroll, resolved an issue in Global Cost Center GL Changes where users could not use the Add option.

ATR-22535

Atrieve Payroll

Payroll Process

In payroll, resolved an issue where the QBatch was automatically set to print logs, which resulted in users seeing an error message.

ATR-23264

Atrieve Payroll

Payroll Process

In Payroll, fixed an issue where custom code for Customer 1201 was causing errors in Timesheet Maintenance for users when editing batches with special batch codes such as SAM, BTU, or WEB.

ATR-23773

Atrieve Payroll

Report Writer

In Cross Payroll Report Writer, fixed an issue where supervisor data was only available for employees on TEAC payroll.

ATR-22215