Changelist for GreenshadesOnline.com, GreenEmployee.com, and DownloadMyForm.com

Transcription

1 Changelist fr GreenshadesOnline.cm, GreenEmplyee.cm, and DwnladMyFrm.cm Changelist fr 10/13/2017 Mbile App Updated bth mbile apps t shw emplyees all available 1095-Cs and W-2s, nt just the last tw years wrth. Added an ipad cmpatible versin f the ios app t the app stre alngside ther ios 11 updates in preparatin fr Apple s next perating system update. Added additinal lgging t the mbile apps t differentiate between a mbile app lg in and a website lg in. Changelist fr 9/20/2017 GreenshadesOnline Benefits Self Service Disability Settings: Supprt the ability t calculate emplyee premiums based ff percent f grss wages and net wages. Settings > Emplyee Services > Benefits > Benefits > Disability Insurance Benefits > Edit > Next Changelist fr 9/14/2017 GreenshadesOnline Updates Dcuments: I-9: I-9 cmpliance updates fr new List C ptins and rerdering Direct Depsit: Add the ability t designate which Direct Depsit accunts are pre-nte when multiple accunts exist. Messages & Bulletins: Messages: Small UI update when selecting nly 1 emplyee Ntificatins: Fix the lad mre buttn n the GreenEmplyee hmepage Timesheets: Update clumn in Timesheet Settings t match the clumn name t the clumn it represents Add exprt t Excel ptin in Timesheet IP Filters settings

2 Time Off: Allw emplyees t submit tw un-verlapping time ff requests in the same day Changelist fr 8/30/2017 Dwnlad My Frm Updates 2017 W-2 Supprt: 2017 Cmpliance updates t prepare the W-2 fr tax filing seasn. Changelist fr 8/9/2017 GreenEmplyee Updates GreenEmplyee: Emplyees and Managers will nw have imprved activity mnitrs s they aren t lgged ut f their accunt while still using GreenEmplyee Accunt Management: Emplyees wh use 2FA will be prmpted t prvide 2FA lgin infrmatin when they switch device r IP address. Emplyees can nw manage their saved devices fr their 2FA enabled accunt in accunt settings. The emplyee lgin prcess underwent general UI updates. Timesheets: When an emplyee has OT that is deferred, we re adding an explanatin t the timesheet affected Dwnlad My Frm Updates 2017 W-2 Guam Supprt: We have added the ability t create the frm in dwnladmyfrm.cm fr the W- 2GU. GreenshadesOnline.cm Updates Pay Histry (Menu Header): The header drpdwn rder had changed t allw the pay histry details t appear first, this is simply a rerder f the current pages. Admin Accunt Management: Admins wh use 2FA will be prmpted t prvide 2FA lgin infrmatin when they switch device r IP address. General UI updates fr the admin accunt creatin prcess Changelist fr 7/19/2017 GreenshadesOnline Updates Admin Access Settings: Managing admin access settings are updated t a grid frmat t allw fr easier user navigatin. Admins can see recent accesses t their accunt in Access Settings > Recent Activity Small UI changes fr Admins managing their wn accunt and lgging in

3 Emplyee List: Emplyment type has been added as a reprting ptin n the hme page s emplyee list. Changelist fr 6/28/2017 GreenshadesOnline Updates Emplyee Access Settings: Added warning text describing nearly every Emplyee Access Setting, additinal audit lgging fr emplyee accunt changes, and new emplyee management tls under Settings -> Access Settings -> Emplyee Access. Admin Access Settings: Added a link in the header fr admins t manage their wn access settings easier, enhanced sme basic security features fr admin lg in. Emplyee Tax Distributin Preference Reprt: Reprts> Basic Emplyee Reprts> Emplyee Tax Distributin Preference. The emplyee Wrk Lcatin was added t this reprt fr mre granular reprting. Benefits Self-Service Open Enrllment Setup Optins-Passive Enrllment: The final step f the pen enrllment setup, will ffer administratrs the ability t autmatically enrll emplyees in the current year s versins f their prir year benefits. Year End Frms Updates 3 rd Party Lcal Mappings Imprvements: We have added Indiana cunty cdes fr W-2 Bx 20, expanded the character limit fr Bx 20, and imprved the lgic t help parse the reprting jurisdictins lcal cdes depending n the surce t reduce manual edits required pst imprt. Changelist fr 6/6/2017 GreenshadesOnline Updates Timesheet Review Center: Cntinued t increase perfrmance in the Timesheet Review Center when lading the main page, sub-pages and grids. This is a cntinued effrt and users shuld expect t see incremental imprvements ver time. Messages and Bulletins: Design changes t simplify the settings in this sectin. All functinality remains the same, but here are sme key changes: 1. Messages nw appears abve Bulletins and the Message Status clumn can nw be used t shw inactive messages s the Shw Inactive checkbx has been remved.

4 2. Filtering ptins are simplified use Specific Emplyees t filter t ne emplyee r many emplyees. 3. End Date and Time are cmbined int 1 drpdwn: 4. Bulletin attachments lk different yu can select mre than ne by clicking n the Brwse buttn and using yur Shift r Ctrl keys t select multiple files. The files are upladed nce yu save the bulletin. We are planning t update this sectin mre in the near future.

5 Changelist fr 5/18/2017 GreenshadesOnline Updates Benefits Enrllment Reprts: Imprved UI and instructins. Fields and settings were added t the enrllment reprts t allw fr a mre refined reprting prcess. Eligibility and Package Apprval: The fllwing fields were added t the pending package apprval queues. Class Adjusted hire date Currently enrlled in benefits(y/n) GreenshadesOnline Limited Administratr Access Settings: Design changes t simplify the setting. Functinality has remained the same, but the filtering is nw based ff all access, n access, r sme access. 1. Yu can limit Access t emplyees can be filtered by selecting Grups f Emplyees.

6 2. Yu can change hw yu restrict access by clicking the blue Change hyperlink. A ppup will appear and allw selecting what filter yu wuld like t use t limit emplyee access. Reminder this will be the filter fr all the admins. Changelist fr 5/15/2017 GreenshadesOnline Updates GreenshadesOnline Emplyee Access Settings: When a new mdule is enabled fr a wrkspace, emplyee access will nw default t Off s emplyees dn t have access until the admin grants it (n change fr existing mdules). Manager s: When a manager becmes inactive r is terminated, they will n lnger receive s abut any subrdinates but will still cntinue t receive s abut their wn accunts (like a paystub is available r their passwrd has been reset). Changelist fr 4/27/2017 GreenshadesOnline Updates Benefits Mdule Cst Calculatin: Increased perfrmance in the cst calculatr behind the scenes during the sync prcess. GreenshadesOnline Timesheet Review Center: Increased perfrmance in the Timesheet Review Center (TRC) when generating timesheet warnings. Yu may see a warning at the tp f the TRC if timesheets are still being prcessed t check fr warnings/errrs. Mbile Apps Andrid App: A new versin f the Andrid app is available in the Ggle Play app stre ios: A new versin f the ios app will be available in the App Stre pending review by Apple Changelist fr 4/6/2017 GreenshadesOnline Updates GreenshadesOnline

7 Emplyee Ntificatins: Emplyees f clients using pass-thrugh authenticatin will n lnger get links t GreenEmplyee in their aut-generated s. Emplyee List: Added HR status t allw fr mre granular detail tracking f emplyment status. Benefits Mdule Admin Ntificatins: Admins ntificatins will nw include cmpany name and city. HSA & FSA Setup: Small, lw impact design updates. Eligibility Changes Grids: New fields are added and admins are nw able t exprt the Pending Benefit Package Changes and All Benefit Package Changes. Eligibility and Enrllment Reprts: Small, lw impact design updates. Changelist fr 4/3/2017 GreenshadesOnline & Green Emplyee GreenshadesOnline I-9: When an administratr cmpletes an I-9 and includes details fr the Dc A prtin (passprt r passprt ID card), Greenshades nw requires a cpy f the emplyee pht n the dcument. All ther infrmatin may be bscured as necessary. Emplyee Ntificatins: Emplyees f clients using pass-thrugh authenticatin will n lnger get links t GreenEmplyee in their aut-generated s. (Pending future release n 4/6/2017) Emplyee List: Small, lw impact design updates. Organizatin chart: Small, lw impact design updates. Changelist fr 11/4/2016 GreenshadesOnline Updates Benefits Mdule AX Sync: Added the ability fr admins t map multiple benefit cdes in the staging tables at a mre granular level. Accunt Settings: Added the ability fr emplyees t receive verificatin s when a submissin is made frm qualifying life events and pen enrllment events. GreenshadesOnline Emplyee Ntificatins: Emplyees are ntified via and hmepage ntificatin when security related changes are made t their accunt, such as: Direct depsit infrmatin is add/remved/updated Prfile infrmatin is added/changed/remved Emplyee accunt has been discnnected frm their user ID and passwrd Dependent infrmatin is added/updated/remved Cntacts have been added/updated/remved Admin Ntificatins: Admins are ntified and the actin is lgged in the Admin Actin lg when the fllwing actins happen. There is a new setting in Greenshades Online t tggle the ntificatins. The admin affected and super admins are ntified when a change is made t the admin s access settings Super Admins are ntified when a new admin is added t the wrkspace Super Admins are ntified when an emplyee s permissin level has changed Super Admins are ntified when a manager s settings have been changed Reprts: Update the Emplyees wh have used GreenEmplyee t include fields frm the new SSO including 'Accunt Created', User Name, Passwrd Created At, and Last Signed In IP.

8 Emplyee Prfile: Belw the user name fr each emplyee, we ve added the date and time when the emplyee s passwrd has last been changed. GreenEmplyee -> My Accunt: The emplyee can nw see a grid f their access attempts, similar t the ne that admins can see n the emplyee prfile. Manual Accunt Apprval: There are additinal fields in the mdal that pens when admins review a manual apprval request Misc: Emplyees experience an imprved flw when their accunt is n lnger attached t an active emplyee r cmpany. Changelist fr 10/13/2016 GreenshadesOnline Updates Benefits Mdule Added the ability fr admins, n setup f Cafeteria Plans, t add an additinal percentage f their emplyee's salary t the ttal amunt prvided by the emplyer per perid. Admins will nw have the ability, nce Cafeteria Plans are added, t select multiple Cafeteria Plans fr emplyees t chse frm within their Benefit Package setup. If mre than ne Cafeteria Plan is set up by the admin, during Open Enrllment r Qualifying Life Event (QLE) the emplyee will be presented a new screen in the wizard wrkflw t chse which Cafeteria Plan they want. The emplyee will nly be able t select ne f these plans. Changelist fr 8/17/2016 GreenshadesOnline Updates Pay Histry: Add setting t shw/hide $0 earnings lines n pay statements Security: Add 2 nd Factr Authenticatin via text ptin fr admins Changelist fr 8/11/2016 GreenshadesOnline Updates Benefits Mdule Supprt was added t the existing Grup Term Life (GTL) tax calculatin fr emplyer paid life insurance in excess f 50k t be calculated apprpriately and synced t the crrect GP cdes. Added data validatin t the Open Enrllment (OE) and Qualifying Life Event (QLE) wrkflws fr Emplyee+ Family cverage t include a spuse and at least ne child when adding dependents t the plan. Added a display fr each emplyee s ACA 1095-C Lines (Part II) n their emplyee care ACA Details page, as well as cvered individual infrmatin (Part III) fr emplyees enrlled in self-insured cverage. Updated the Minimum Essential Cverage (MEC) Offer requirement t 95% fr 2016 Updated the Federal Pverty Line threshlds t $11,880 and 9.66% fr 2016 Updated the reprts accessible thrugh the ACA Dashbard t reprt the infrmatin mst requested by admins and relevant t the ACA reprting prcess. Changelist fr 07/26/2016 GreenshadesOnline Updates

9 Prfile: Added a setting t allw administratrs t chse the way tenure is calculated. Admins can chse t calculate tenure based n riginal hire date r adjusted hire date. Timesheets: Pay Grup Assigner Increased the functinality t include emplyees already assigned t a pay grup. This allws administratrs t reassign large grups f existing emplyees and will be helpful fr the upcming vertime changes. Time Off: This setting is nly available t clients with the Time Off mdule and nt the Timesheets mdule. Admins can chse hw their PTO is grup in the dwn sync t the accunting package. Org Chart: Emplyee ID has been added t the Org Chart as an ptin and is defaulted t ff. Varius Fixes: Crrected the errr message in direct depsit settings, cnfirmatin message n emplyee evaluatin deletin, blck mdules frm sending s t emplyees wh dn t have access, checkbx selectr functinality in reprts, and fter cntent updates. Changelist fr 7/14/2016 GreenshadesOnline Updates Prfile Mdule Expanded the admin cntrl fr the Prfile mdule fields. Admins may nw chse t make each field Visible, Editable, and/r Required by emplyees fr their Persnal, Address, Dependents, Cntact, and Wrk Lcatin infrmatin. Aut apprvals are nw brken dwn t turn n per Prfile sectin. Additinally, Dependent and Cntact aut apprvals fr Adds, Edits, and Remvals are further brken dwn. Admins nw have the ability t apprve/deny each submitted Prfile change, rather than all r nthing. They may als edit a submitted requested change if necessary. Emplyees will be ntified accrdingly thrugh and n their GreenEmplyee hmescreen. Changelist fr 06/17/2016 GreenshadesOnline Updates Reprts: Created a reprt that shws administratrs a summary view f timesheet entries (after vertime calculatins) fr a given time perid. This reprt summarizes timesheets int ne line per day per emplyee per paycde. Timesheets: Added a warning t timesheet entry fr when the entry has been split int multiple entries (splitting cntinues t happen based n timesheet settings). Varius Fixes: Crrected the way timesheet cmments were displaying by remving unnecessary HTML tags, standardizing menu items acrss GreenshadesOnline and Green Emplyee, updating ppup mdals t have multiple ways t clse the windw. Changelist fr 05/26/2016 GreenshadesOnline Updates Expanded the admin security settings t restrict admins frm reusing ld passwrds. This is defaulted t the last 4 passwrds and can be raised t include the last 8 passwrds. This will g int effect fr future passwrds and will nt include any passwrds used prir t this setting existing. This is an internal setting; please cntact the Supprt Team t change these setting fr yur admins.

10 Admins can als frce all administratrs t peridically reset their passwrds after a perid f time. This is currently set at 90 days fr all administratrs, and can be verridden. This is an internal setting; please cntact the Supprt Team t change these setting fr yur admins. Expense Reprts: Admins can nw allw emplyees t mark an expense as nn-reimbursable. This expense will nt dwnsync int the accunting package but will be saved fr reprting purpses. Time Off: Admins can nw set up hlidays that cver a range f days. The field fr wrk date has been remved and an end date has been added. Old hliday entries will use the Wrk Date as bth start and end date. Timesheets: Admins can nw restrict emplyees clck-ins t ne f the three ptins: 1. Emplyee s hme department 2. Any department assigned t the emplyee (assigned in accunting package) 3. Any department Changelist fr 12/8/2015 DwnladMyFrm.cm / Year-End Frms Updates Applied 2015 IRS updates t all frm types that Greenshades ffers supprt fr thrugh the Year-End Frms prtal Added Crrected 1095-B frm indicatin, imprt, and crrected functinality Changed the MMREFPIN field within the 1095-C set up t the Business Name Cntrl (BNC), which is an ptinal field that will be passed n t the 1095-C efile thrugh Year-End Frms Added data validatins t individual frms within 1095-C frmsets t handle cnflicts between cdes and amunts reprted n Lines 14, 15, and 16 Added C and 1095-B frm templates fr dwnlad and mail service distributin GreenshadesOnline Updates Updated reference t emplyee W-2 cnsent settings t include the 1095-C, as any electrnic cnsents given will be cunted fr the W-2 and 1095-C frms GreenEmplyee Updates Updated reference t W-2 pre-cnsent settings t include the 1095-C, as any electrnic cnsents given will be cunted fr the W-2 and 1095-C frms Added IRS electrnic cnsent disclsures t the emplyee cnsent page and tax frms view page t infrm emplyees f hw t withdraw cnsent, dwnlad and print their tax frm(s), and hw lng the frm(s) will be available Changelist fr 11/3/2015 DwnladMyFrm.cm / Year-End Frms Updates

11 Emplyees with disabled pay histry mdule wh have selected t receive electrnic tax frms thrugh GE will be defaulted back t paper fr distributin purpses and reflected as such thrugh the Year-End Frms prtal Applied 2015 IRS updates t frm types W-2 and 1098-T Added a cuntry cdes mapping step within the 1095-C welcme wizard, if applicable Updated language within 1095-C excel template and added warnings n YEF fr self-insured plans t include the emplyee as a cvered individual if cvered fr any mnth during the year Added the ability t imprt ttal emplyee cunt, by mnth, thrugh the 1095-C excel template t YEF Changelist fr 10/8/2015 DwnladMyFrm.cm / Year-End Frms Updates Updated 1095-C supprt t cmply with 2015 IRS updates thrugh Year-End Frms prtal. Added initial setup wizard t indicate Plan Start Date, Transitin Relief methds (if applicable), Aggregated ALE Grup Members (if applicable), Self-Insured Plans (if applicable), ACA Cntact Inf, DGE designatin (if applicable), and Ttal Emplyee Cunt. Added a page t handle duplicate SSNs fund and cmbine thse entries. Verificatin page cntaining the crdinating 1094-C data fr review 1095-C frm will be accessible thrugh GreenEmplyee.cm if an emplyee has cnsented t receive electrnic tax frms. Mail Service/Dwnlad & Print distributin ptins available efile access thrugh the Year-End Frms prtal Added full supprt fr the 1095-B IRS frm thrugh the Year-End Frms prtal. Imprt f 1095-B data available thrugh an excel template uplad accessible thrugh the Imprt Wizard. Year-End Frms prtal will generate the 1095-B frms based n the imprted data. Verificatin page cntaining the crdinating 1094-B data fr review Mail Service/Dwnlad & Print distributin ptins available efile access thrugh the Year-End Frms prtal Reprting access based n 1095-B data Changelist fr 7/14/2015 GreenshadesOnline Pay Histry Updates Added the ability fr admins t disable the pay histry mdule n an individual emplyee basis thrugh the Emplyee Lgin page within their prfile. This will restrict the emplyee frm viewing their paystubs, tax frms, and pay details. Added an ptin fr the admin t hide the red ntificatin alert fr distributing paychecks and paystubs. Optin available t disable/enable thrugh the settings admin ntificatins.

12 The batch ID fr print & mail submissins is nw listed within the rder grid fr client reference. W-4 exemptin/status infrmatin will nw display histrical n crrespnding paystubs. Changelist fr 5/27/2015 GreenshadesOnline Pay Histry Updates The Pay Histry Dashbard page is nw separated int tw different pages: Distribute Statements: Ask Greenshades t Print & Mail yur paychecks, check stubs, and direct depsit slips, r dwnlad and print yurself. There is a quick link t the Distributin page accessible frm the hme page payrll summary widget. The Checks & Paystubs Distributin Wizard has been given a mre user friendly lk and wrkflw. Pay Histry Details This page gives yu expanded payrll details n each f yur emplyees by pay cdes, hurs, and wages. A new Pay Distributin Status reprt is available within the Reprts tab and n the Pay Histry Details page. This reprt will shw the current status f each emplyee s distributin preference, whether by paper check r direct depsit. GreenEmplyee Pay Histry Updates Pay Histry tab within the navigatin is nw brken dwn int 3 pages: Paystubs There are n functinality changes t this page, hwever this page will nw nly display paystubs. Tax Frms Emplyee s W-2, 1095-C and T4 tax frms are nw accessible thrugh this new page, (previusly available thrugh paystubs page). Pay Details Reprt This new reprt is available t emplyees t view their check details at a glance fr cmparisn fr a specified date range. Changelist fr 4/24/2015 W-4 Updates The W-4 mdule was updated t match the incme brackets changes fr Widget Lcatin The widgets n the hmepage were updated t ensure that they save the user s lcatin preferences. New Passwrd Restrictin Optins Admins can nw restrict users frm re-using ld passwrds when setting a new ne. The number blcked is variable up t six. This feature can nly blck passwrds that are set after its release, since they were nt tracked befre.

13 This is dne in Settings Access Settings Emplyee Access Security Plicy. All passwrd restrictins are fund there. Passwrd Reset Optins This feature intrduces security questins as an ptin fr passwrd resets. First-time users will set up tw security questins r prvide an address specifically fr resets. They must d at least ne, but may d bth. These are set n initial lgin and can be changed (r set, fr current users) in the user s Accunt Settings. If a current user desn t set up either f these and resets their passwrd, the reset will g t ne f their s in GreenEmplyee.cm. Users can be lcked ut by answering the questins wrng t many times. The number f times is the same as the incrrect passwrd attempts setting, set by the admin. Mask SSN in HR Prfile User s Scial Security Numbers will appear as ***-**-1234 in the GreenEmplyee.cm view f the HR Prfile. Clicking Edit will allw them t see the whle number and make changes. Changelist fr 10/8/2014 GreenshadesOnline Payrll Tax Service Yu nw have the ability t let Greenshades knw when yu have submitted a filing r payment yurself, utside f the system. This ptin is available n the filing and payment screens. This will still create a histrical entry fr filings and payments, as well as mving the paid r filed thrugh date frward just as if it had been submitted thrugh ur system. Tracking pages that include rates nw display the percentage value fr the rate entered. This is fr verificatin purpses t ensure the crrect rate has been entered. Please enter all rates as decimals. The admin ntificatin settings nw include the ptin t alert yu whenever there is an issue with credentials, accunt numbers, and rates. This is the same infrmatin listed as a warning n yur hme page but will be sent nce daily as a reminder whenever issues are detected. There is nw an ptinal field n yur tracking pages that allws yu t include a Payment Threshld fr all f yur payments. This gives yu the ptin t set any amunt yu d like t allw the payment t be adjusted by if there any variances in the payment amunt the jurisdictin shws as due. The amunt set in yur tracking setup is the default, but yu are able t edit the amunt n each payment. Yu are nw able t set which f yur bank accunts will be the default accunt n yur payment pages. Yu will still have the ptin t select which bank t use fr each payment. Changelist fr 9/4/2014 GreenshadesOnline Payrll Tax Service Added a new Year-t-date Payment Recnciliatin tl fr payments. On every payment page, there will be a new ptin t shw YTD liability, YTD Paid, etc. If the YTD amunt due is different than the current amunt, yu can use the YTD amunt instead f the riginal payment amunt. This is useful when yu have vid r negative checks in past perids and yu wuld like t adjust the current payment t accunt fr them. Added a new Filing Amendment/Crrectin Warning. When enabled, this will prduce a warning when the need t file an amendment is detected. In specific, if PTS finds that a vided check r changed wage data fr a past reprting perid, PTS is ging t warn yu that yu may need t file an amendment. This warning will give the

14 new and ld ttals fr the filing. The admin will be able t manually cmplete the filing and check ff the warning. Added new supprt fr manual checks with negative amunts. This change will prcess negative amunts if the manual check shares the same check number as the riginal check. This will reduce the liability n the riginal check date. If there are psitive transactins, thse will be applied t the check date f the manual check. If the negative amunt is greater than the riginal psitive amunt fr a particular earning, this can cause an errr. Changelist fr 8/13/2014 GreenEmplyee Benefits Self Service The Greenemplyee Benefits Self Service mdule received lk and feel changes t enhance its usability and appearance. Current, Pending and Eligible Benefit sectins received an update. Available infrmatin and dcuments are nw mre cnsistent acrss benefit types and cmparing different benefits is mre user friendly. Prfile infrmatin was added t the main benefits page s emplyees are mre aware f ptential updates needed. GreenshadesOnline Benefits Self Service A new tab was added t the Benefits Self Service settings page titled Benefit Grups. Benefit Grups allw administratrs t grup benefits tgether, frcing emplyees t chse between tw similar benefits. Benefit Grups als give yu mre flexibility when deciding hw the benefits shuld be presented t yur emplyees, allwing yu t re-rder them any way yu like. Fr health benefits types, an additinal step was added t the wizard titled Applicable fields. This allws yu t custmize what fields shw per benefit. Waived health cverages nw shw as a single waive in the pen enrllment electins review page instead f shwing a waive line fr each cverage level. Changelist fr 7/1/2014 Payrll Tax Service Updates Added validatin f State Unemplyment Rates, Accunt Numbers, and EINs t the Greenshades Online Credential Verifier. Administratrs may ntice new warnings and errrs if the Credential Verifier finds that ne f yur rates r accunt numbers des nt match what is reprted by the filing agency. Updated the Greenshades Online Credential Verifier t prvide nightly s t administratrs when lgin credentials are fund t be incrrect. Made ther general imprvements t the Credential Verifier t increase its reliability and perfrmance. This shuld result in mre accurate and timely alerts t issues with yur submissin credentials. Changelist fr 6/6/2014 Expense Reprts Updates Emplyees are nw able t add mileage t their expense reprts. These settings are cntrlled by their administratrs in the Expense Reprts Settings page. Designate a Categry r Subcategry as a mileage expense and then setup the reimbursement rate in the Expense Reprt Template (this allws flexibility in rates per reprt template). When the emplyee selects that Categry r Subcategry in their expense reprt, they can input mileage reimbursement infrmatin. We will autmatically calculate the reimbursement amunt fr the emplyees and they will be able t edit like all ther expenses (the Ttal Reimbursement field will always have the technical calculatin fr reference)

15 Expense Reprts and their settings pages received an update n the way several pages lk and feel t better address their functinality wrkflws Administratrs are able t send expense reprt transactins t their accunting package by either individual line items (this is current functinality) r by pay cde (per reprt, all transactins will be gruped t similar pay cdes and synced in thse grupings) Administratrs can nw set a line item limit per expense reprt template. This can be accmplished in the Expense Reprt Template Settings area. Therefre, there are nw tw reprt limits an administratr can set: Per Line Item (an individual expense limit) and a Reprt Limit (current functinality fr the limit fr the entire expense reprt) The fllwing grids had the fllwing clumns added t them: Expense Reprts Pending Review grid: Supervisr Submitted Amunt Reimbursement Amunt All Expense Reprts grid: Supervisr Submitted Amunt Reimbursement Amunt The Supervisr name was added t each expense reprt The Emplyee name was added t each expense reprt Administratrs are nw able t designate wh is allwed t edit their emplyee s expense reprt fields, including categries and amunts. This setting can be fund in the Expense Reprt Template settings pages Our rbust Emplyee Applicability was added t Expense Reprts s Administratrs have mre granular cntrl ver wh can use each expense reprt template A Send Back t Emplyee buttn was added t the apprval wrkflw f Expense Reprts alng with a ntificatin s that the manager and/r administratr may send an expense reprt back fr the emplyee t make changes and re-submit. Due t the imprved wrkflw, the sign bx has been remved. Changelist fr 4/23/2014 General Updates: When in the Dcuments sectin f Emplyees (nte: Nt the Emplyee Flder), we made several general changes: We changed the sub-title name f All Dcuments t Emplyee Dcuments We changed the sub-title name f Dwnlad Dcuments t Batch Dwnlads We added a new sub-title area t view just reference dcuments that Administratrs have assigned t emplyees: Reference Dcuments which will shw yu which reference-nly dcuments have been made available fr emplyees t view/read We ve added a clumn called Tag t the Pending Review and Emplyee Dcuments grids where Administratrs and Managers can search the key fields f their emplyees dcuments. When a search is perfrmed, we will shw the first key field and its value by default. If there are n key fields in the dcument, that area will be blank When in the Emplyee List under Emplyees, there are several small changes: We added several clumns t the Add Clumns functinality f the Emplyee List: User Defined 1 and User Defined 2 Phne Number 2 and Phne Number 3 Terminatin Date

16 Supervisr Cmpany Name When inside an Emplyee s Flder, there are a few additins: Under Persnal Infrmatin, we added Terminatin Date (as well as the related Manager Access Settings necessary t cntrl this setting) In the Dcuments sectin f the Emplyee Flder, we added a clumn called Tag where Administratrs and Managers can search the key fields f their emplyee s dcuments. Unless a search is perfrmed, we will shw the first key field and its value by default. If there are n key fields in the dcument, that area will be blank In the Organizatin Chart area f the Emplyee Flder, there is a link t the Organizatin Chart based n the emplyee. Clicking n it will take the Administratr r Manager utside f the Emplyee Flder and prvide full Organizatin Chart functinality We are nw making Supervisr and Subrdinate infrmatin mre visible within the Emplyee Flder. When under Emplyment Infrmatin, if the emplyee being viewed has any supervisrs r subrdinates they will appear in a pht list frmat underneath the Organizatinal Chart infrmatin. Clicking n the names f a supervisr r subrdinate (if access is allwed) will bring the Administratr r Manager t that emplyee s flder We ve added the ability t change the number f rws/results shwn in many grids When editing a dcument as an Administratr r Manager, yu can preview the attachment in a new windw by clicking n the preview f the dcument r by clicking Open in New Windw just abve the dcument preview Dcument histry has been added t respective dcuments fr Administratrs and Managers Time Off Updates: Administratrs nw have a setting that dictates when Time Off will be sent t their accunting package. It can be fund by navigating t the Time Off Request settings, then General tab, and then under Apprval Settings find the setting that says Delay sending apprved time ff t accunting package until the first day f the time ff: By default, it is nt selected. Administratrs nw have settings t hide/shw fr emplyees: YTD Used, YTD Accrued, Available Balance, and Upcming Usage. This can be fund by navigating t Time Off Requests settings, then General tab, and then under Setting Balances t Display yu can use the check bxes t shw r hide specific clumns n the Emplyee Prtal. Time Off Cdes available t emplyees can nw be restricted using the Emplyee Applicability rules Administratrs have seen in ther areas f the site. Nte, this is fr clients wh d nt have Advanced Time Entry (Timesheets). Added a setting t prevent a negative balance in Current Balances fr emplyees. Emplyees can nw pt-in (via settings) t receive ntificatins f c-wrkers taking time-ff but nly if the Administratr has allwed them t view the C-wrkers Taking Time Off widget n their hmepage. We ve imprved the Time Off cancelatin prcess by adding ntificatins fr managers/administratrs. When viewing a time ff request, View Other Time Off Requests Clse t This Request is nw expandable and cllapsible s that it desn t interfere with yur wrkflw if yu desire nt t view this infrmatin. GreenshadesOnline Benefits Self-Service: GreenshadesOnline nw autmatically detects ptential benefit eligibility changes based n Benefit Package rules and will present suggested changes t administratrs fr pssible acceptance r rejectin.

17 When an emplyee submits a qualifying life event, administratrs will nw be able t unenrll emplyee frm any benefits he is enrlled in but n lnger eligible fr. A new reprt f each emplyee s current benefit package is nw available under Reprts. Greenshades Online Administratrs can nw view and change emplyees assigned benefit package directly within the GreenshadesOnline emplyee management view. Greenshades Online Administratrs can nw view an emplyee s current benefit electins within the GreenshadesOnline emplyee management view. Supprt has been added fr 401(k) permitted Catch Up plans fr emplyees ver the age f 50. Life Insurance Cverage Amunt ptins have been enhanced t supprt the fllwing new ptins/features: Each enrllee type (emplyee, spuse, and children) can nw be setup individually fr the greatest flexibility Any enrllee type can nw be set t N Cverage Available which will remve that ptin frm the enrllment screen Cverage amunts can nw be set t an amunt based n the emplyee s salary. This supprts the ability t give the emplyee ne r mre ptins such as 1 times, 2 times, and 3 times emplyee salary fr example. Any cverage amunt (fixed r maximum) can nw be reduced by a certain percentage based n the emplyee s age. Emplyees leaving the enrllment page befre submitting electins will nw be warned and prvided the ptin t stay n the page. Open enrllment electins are nw filterable using a submitted time date range. Minimum cntributin amunts are nw supprted and enfrced fr retirement benefits. Emplyees enrlling in a health benefit cverage ther than Emplyee Only are nw required t add a dependent t the cverage. Payrll Tax Service: Pennsylvania Act 32 filings have been updated t better handle emplyee histrical hme and wrk addresses in the electrnic files. This may shift sme liabilities if yu are a quarterly filer. Clients wh manually change their Federal tax liability payment abve $ 100,000 will nw see the due date autmatically change t assist the administratr in filing the payment as sn as pssible due t the IRS Next- Day Depsit rule. Clients wh incur ver $ 100,000 in Federal tax liability in a single reprting perid and are currently a mnthly remitter will be autmatically changed t a semi-weekly remitter based n IRS Next-Day Depsit rule. An ntificatin will be sent ut t administratrs t ntify them f this. Changelist fr 3/11/2014 Greenshades Online/Manager Center: Managers and Admins are nw able t create a Printer Friendly versin f their emplyees evaluatins. This feature can be fund in the area called Relevant Links when the manager r admin is inside an emplyee s evaluatin. Clicking n this link will pen a new tab and ppulate the printer friendly versin f the emplyee s evaluatin. Clumns added t grids and clumn name changes: Time Off / Pending Time Off Requests grid: Emplyee Class, Time Off (Date Range), Perid is nw called Time Off (by Date), Request Date is nw called Request Submissin Date, Day f Week

18 Time Off / All Time Off Requests grid: Date f Apprval/Denial, Time Off (Date Range), Request Date is nw called Request Submissin Date, Day f Week Evaluatins / Cmpleted Emplyee Evaluatins grid: Psitin, Supervisr Name Evaluatins / Upcming Evaluatins grid: Supervisr Name Time Off: When the glbal setting fr creating utlk events upn apprving a time ff request is enabled, the persn apprving the time ff will be able t select whether r nt they want t create the utlk event per time ff request rather than glbally. If the glbal setting is nt turned n, managers and admins will nt be able t use this feature. Time Off: Time Off Type was added t the ntificatin s send when a TO request was submitted Prfile Change List grid nw remember yur filters after viewing an emplyee and ging back t the grid (nte that sme brwsers will delete this data when yu exit the brwser) Time Off grids nw remember yur filters after yu navigate away and back t the page (nte that sme brwsers will delete this data when yu exit the brwser) The Emplyee Directry nw supprts viewing 20/50/100/All in the drp dwn list in the bttm right hand crner f the grid The Emplyee List nw supprts viewing 20/50/100/All in the drp dwn list in the bttm right hand crner f the grid Emplyees Lgged In Reprt enhancement: There is nw the ability t filter Active and Inactive in the clumn called Active Enhanced the perfrmance f the Timesheet Review Center Green Emplyee: Fr any dcuments created frm this date frward, all ntificatins psted in the My Messages prtin f Green Emplyee will be deleted when the related dcument is deleted. Please nte, dcuments created frm 3/10/2014 and earlier will nt have this functin, therefre thse related ntificatins will remain in the My Messages area unless the emplyee deletes them manually. Prfile: Address Same as Mine text has been changed t Fill in my Address and has been changed t a buttn rather than being a checkbx. This is t better imply the functin f this feature. If the buttn is available t the emplyee, and when clicked, it will take the mst recently apprved emplyee address and fill in the Dependent r Cntact s data with the emplyees. Nte that it will nt cntinuusly update the Dependent and/r Cntact s data fr all time, simply update the address as it is at the time the buttn was clicked. Changelist fr 12/30/2013 Greenshades Online Navigatin: Greenshades Online received a new navigatin system and ther lk and feel changes t enhance its usability and appearance. Changed the tp navigatin buttns t a new full width navigatin bar. Yur current cmpany mved t the left and the sign ut ptin is underneath yur name. Otherwise, the menu ptins remained the same. This navigatin bar will remain visible at all times. Widened GreenshadesOnline t use the full brwser width and thereby display mre cntent at nce. Greenshades Online Emplyee Management:

19 Mdified the navigatin and lk and feel under the Emplyees area f Greenshades Online. Changed the mdule navigatin t utilize a side menu fr mre intuitive navigatin. Each mdule will have a number next t it if there are items which need attentin in that mdule. Yur currently selected mdule will be highlighted t always indicate which mdule yu are in. Added breadcrumbs t shw exact lcatin within emplyee service navigatin and allw easy backtracking. Added a mdule menu fr easier access t the full feature set f each mdule. Enhanced the Emplyee Details view t als use a side menu. Green Emplyee Manager Center: Fr emplyee supervisrs, the Green Emplyee manager center will nw have many subrdinate-management features that were already present fr Administratrs n GreenshadesOnline. This includes the ability fr them t see their emplyees emplyment and persnal infrmatin. Added many new administratr cntrls t custmize the level f infrmatin and authrity given t emplyee supervisrs thrugh the Green Emplyee Manager Center. This allws yu t limit the infrmatin that supervisrs can see abut their emplyees. Added the ability fr Greenshades Online administratrs t restrict which mdules supervisrs can manage n Green Emplyee. Added the ability fr Greenshades Online administratrs t restrict which mdules supervisrs can manage their indirect subrdinates in r use the Manager Delegatin feature. Added a Manager Delegatin reprt t Greenshades Online t allw administratrs t view which emplyee supervisrs are currently delegating t anther emplyee. Greenshades Online Year-End Frms: Greenshades Online Year-End Frms is nw fully peratinal and ready fr Year-End Greenshades Online nw cntains a Year-End frms menu ptin in the navigatin bar. This will allw administratrs the ability t view high level infrmatin abut their frms n Greenshades Online. Yu can navigate t any ne f yur frms wrkspaces by clicking n them. This will pen a new tab fr yu t manage thse frms. The frmer W-2 widget n the Greenshades Online hmepage has been replaced with a Year-End Frms widget. This will list all frms that are assciated with yur current cmpany (including 1099s) and allw yu t navigate t them. If yu are a part f a cmpany with nly 1099 frms and n W-2 frms, yu will nw be able t access that cmpany frm the Greenshades Online Cmpany Select drp dwn. Changelist fr 9/17/2013 General updates and prblem fixes: Fixed an issue in the HR Dcuments mdule t deactivate lder (grandfathered) dcuments when the latest versin f the dcument is replaced. Addressed an issue which was shwing sme emplyee birthdates ff by ne day. Adding Dynamics User Defined fields t the emplyee infrmatin cards n GreenshadesOnline. Updated the Emplyee Prfile mdule t default the emplyee address t US when the emplyee is submitting a prfile change. Updates t the Payrll Tax Service Mdule:

20 New Hire enrllment has been enhanced t supprt multiple ptins fr the emplyee s hire date depending n where yu stre the emplyee s riginal hire date. The ptins allw fr yu t use the Hire Date, Adjusted Hire Date, r bth. The advanced editr has been updated t supprt editing f up t 100 rws f data at ne time. This was previusly limited t 10. A new, mre cnvenient link has been added t the Greenshades Online Settings page which will take yu directly t the Payrll Tax Service tracking page. A better errr message has been added t assist administratrs when the required 941 reprt has nt been run in Dynamics GP. Updates t the Benefits Enrllment Mdule: The Benefit Enrllment mdule added supprt fr Cafeteria Plans. This includes the ability t setup multiple Cafeteria Plan Grups which can be used t manage different implementatins fr different emplyee grups. A new distinctin f Required is nw supprted fr each benefit type. When a benefit is marked as Required, emplyees will be required t enrll in that benefit during Open Enrllment, New Hire Enrllment, r a Qualifying Life Event. Changelist fr 7/9/2013 General updates and prblem fixes: Fixed an issue in the Payrll Tax Service Tracking Jurisdictins grid where the filter fr All jurisdictins was nt wrking prperly. Updated the required dcument setting in the HR Dcuments mdule t exclude inactive emplyees. Addressed an issue in the HR Dcuments mdule which was duplicating emplyee ntificatin messages when a current dcument was updated. Addressed an issue in the dcument uplad fr the HR Dcuments mdule which was causing the page t nt respnd when an unsupprted dcument type was upladed. Updates t the Green Emplyee Prtal Prfile Mdule: The Green Emplyee Prtal Prfile Mdule was enhanced t prvide a cleaner, mre user friendly interface fr emplyees. This includes dedicated view and edit mdes, clearer indicatins when a change has been submitted fr apprval, and mre exact errr messages fr missing/incrrect fields. Emplyees will nw be able t change their Green Emplyee accunt picture in the prfile mdule. The emplyee dependent and cntacts sectins were enhanced t include new required fields. The emplyee address suggestins will nw aut-ppulate when enabled and the emplyee is entering a change f address. Emplyees will nw be able t indicate their smking status which will be synchrnized with GP and used in the Benefits Enrllment mdule. Changelist fr 6/12/2013 General updates and prblem fixes: Addressed an issue in the Time-Off Review page where the Upcming Usage times were incrrectly calculated because the requests were made using a time ff cde that had the same friendly name as anther time ff cde. Addressed an issue in the Timesheets mdule where the time entry differential calculatin was nt handling a setup f 12am t 12am prperly.

21 Updated the HR Dcuments emplyee ntificatin message t be mre apprpriate when dcuments are updated as ppsed t created. Updated the Green Emplyee hmepage t disallw inactive emplyees the ability t view a c-wrker's PTO request. Added a new warning t the Time-Off Request page which will alert emplyees when they are attempting t make a PTO request that verlaps with a hliday. Remved the appearance f denied PTO requests in the Time-Off Request pssible duplicate warning. Remved administratr and manager ability t create manual time entries using any time cde. They are nw limited t the time cdes which are enabled fr pay grup f the emplyee whse time entry they are creating. Addressed an issue where paystub batches were nt appearing crrectly fr admins because f administratr access restrictins. Updates t the Payrll Tax Service mdule: Updated New Hire Reprting lgic t find and reprt emplyees wh were nt synchrnized t the Payrll Tax Service until after their hire date s expected reprting perid. Added additinal state specific ttals t the file and pay wizard fr state withhlding and unemplyment tax. Updated the advanced editr t allw fr multiple rws f infrmatin t be edited at nce. Added the Invalid Credentials warning t the GreenshadesOnline administratr warnings list. A new warning will appear any time the Payrll Tax Service believes that a filing s lgin credentials may be invalid. Changelist fr 5/16/2013 General updates and prblem fixes: The Emplyee Services I-9 mdule was updated t cnfrm t the latest frm frm the Department f Hmeland Security U.S. Citizenship and Immigratin Services. The User Defined 1, User Defined 2, and Birthdate fields are nw available t the emplyee directry and rganizatinal charts. The emplyee directry views with prfile pictures nw includes a search field which will search fr a part f an emplyee s name and return thse results t the list. The Payrll Tax Service Edit Tracking link has been mdified t be easier t lcate and use. It is nw a buttn at the tp right f the Upcming Filings and Payments page. Updates t the Emplyee Services Emplyee Evaluatins mdule: Each evaluatin started will nw be aut-saved autmatically each time a manager r administratr makes a change t the evaluatin. The timestamp fr the last save is shwn at the bttm f the evaluatin. Save As Draft will cntinue t wrk as befre but managers and administratrs can nw be assured their latest changes are nt lst when navigating away frm the page r being lgged ut. The ntificatin sent t managers fr an upcming evaluatin was enhanced t include mre infrmatin. The site ntificatin alerting managers t an upcming evaluatin due date was updated t include the emplyee s name. Each evaluatin nw includes a Duratin Since line which will help managers and administratrs identify which evaluatin this is fr an emplyee. Each evaluatin nw includes a Relevant Links sectin which will allw managers and administratrs the ability t lcate previus evaluatins fr emplyees and review the cmpany s evaluatin plicy if attached t the evaluatin template.

22 The evaluatin setup nw allws administratrs t determine the date they wish fr evaluatins t begin. This is helpful when first using the evaluatin mdule and allws yu the flexibility t begin using the mdule when it is mst cnvenient. Changelist fr 4/16/2013 General updates and prblem fixes: The HR Dcuments mdule dcument cmpletin page was updated t prvide mre intuitive language and interactin when managers and emplyees are cmpleting plicies and uplading frms. The Payrll Tax Service mdule nw supprts the ability fr emplyees t be individually added t certain filings thrugh the advanced editr which is available in the File Nw wizard. The Payrll Tax Service nw recgnizes bth valid SUTA wage bases fr Rhde Island and will nly warn users when their wage base is nt 20,200 and 21,700. The Payrll Tax Service has been updated t supprt the Mississippi Accelerated Payment requirement fr sme Mississippi Withhlding filers. Fr cmpanies tracking MS Withhlding as Mnthly-Accelerated, they will be asked t pay an estimated amunt n June 25 and the remainder f their June liability n the regularly schedule due date. The Payrll Tax Service updated its submissin functinality t directly reprt submissins which are rejected by the filing agency because f an incrrect tax rate r a missing penalty r interest. Clients will receive an when a filing is rejected and will need t crrect the issue and cntact their payrll tax service representative t resubmit the filing. Changelist fr 3/19/2013 General updates and prblem fixes: Made large imprvements t the Administratr Access functinality f GreenshadesOnline.cm t facilitate mre granular access cntrl restrictins. The new feature allws Super Administratrs t cntrl which emplyee grups and which prduct mdules ther administratrs have access t. A new Limited Access designatin fr administratr privileges was added t supprt this. This change impacted multiple pages n GreenshadesOnline.cm. T mdify these settings, g t Settings (tp menu) -> Admin Access (link) -> Access Cntrl (tab). Supprt fr mre granular ntificatin settings was added. Administratrs nw have mre specific ptins when registering fr ntificatins. Updated the W-4 mdule t be cnsistent with the latest 2013 changes t the W-4 frm. Added a new Emplyee Directry t GreenEmplyee.cm t cmpliment the Emplyee Organizatin Chart. The Emplyee Directry allws emplyees t view their peers in a list, business card, r picture view. A new Available Balance clumn was incrprated t varius time-ff views t allw fr administratrs and emplyees t see the current balance minus upcming usage. Added new functinality t allw administratrs and managers the ability t submit time-ff requests n behalf f emplyees. Payrll Tax Service Updates: Updated the 941 editr, ttals, and payment screens t be cmpliant with the new issued by the IRS Enhanced the accuracy f the credential verifier service. Client prvided credentials fr state websites and filing prgrams will nw be checked mre frequently and will catch mre types f credential prblems.