❏ Corrected the issue that prevented the report from being generated.

❏ Added the Number of Days for Due Date field to indicate the number of days to be added to the requested date of the invoice and generate the invoice due date.

❏ Added validation to the import file to populate any blank Date Requested fields with the current system date. Or, if there are any invalid dates, an error will be displayed on the report and the import will not be completed.

❏ Corrected the issue that caused aging discrepancies between the BAR5000 - Summary Aging Report and the BAR6000 - Detail Aging Report.

❏ Corrected the Sort/Filter functionality to display all of the fields that were selected to create the report. Previously, the fields displayed were different from the fields that were selected.

❏ Removed the start year date from the transaction filter in the stored procedure allowing transactions with a date outside of the accounting period month in Finance to be included in the process.

❏ Corrected the Wildfly issue that prevented the General Journal preview report from being generated and also prevented the EOY process from being successfully completed.

❏ Modified the end-of-year stored procedure to update all Finance document attachments with the new file ID.

❏ Modified the program to automatically retrieve the annuity rates record for the current calendar year (the same year used for all other tabs).

❏ Removed the Documents button from the Mass Update Pay Date and Mass Delete tabs as the Document Attachments functionality is not applicable for tabs pertaining to multiple employees. The Documents button is still available on the Staff Leave Maintenance, Leave Adjustment, and Employee Substitute tabs.

❏ Corrected the program to copy the applicable Accrual Calendar data from next year to current year tables. Previously, the pay dates and accrual days were not copied.

❏ Corrected the Sort/Filter functionality to sort by all selected fields. Previously, users were unable to sort by First Name and Last Name.

❏ Corrected the issue that prevented the extra duty code description from being displayed on the report.

❏ Removed the Category and Pay Amount Based on Employee fields from the Edit Position pop-up window as they do not exist in the position history table.

❏ Modified the program to display the correct employee date (original or re-employment) in the Employment Date field on the Change in Position report. Previously, the Effective Dt field displayed the date of the CIP.

❏ Corrected the issue that prevented the action reason description from being displayed on the CIP report. Also, changed the layout in the top section of the report to improve the user experience.

❏ Corrected the Employee field to include all expected employees in the autosuggest list.

❏ Corrected the issue that caused a program error to be generated if a CIP was processed but forecast records were not successfully updated. Now, the appropriate error message is displayed.

❏ Modified the Employee autosuggest lookup and the Employees directory to include employees with only Personnel records. Previously, these employees were excluded because they did not have Payroll records.

❏ Corrected the issue that caused the CIP Separation report to calculate a day of work for an employee even though the employee did not work a day and the Worked 1 Day check box was not selected.

❏ Corrected the issue that prevented the Print button from functioning properly if a selection was made in the Extra Duty Cd, Position Nbr, or Suppl Position Status fields.

❏ Corrected various formatting issues to meet standards and improve the user experience.

❏ Corrected the issue that caused an internal server error to occur after entering a password for the export.

❏ Corrected stat min calculations for G-type stipends in the forecast simulations.

❏ Corrected the issue that prevented the CSV file from being generated for the following reports:

• Forecast Simulation Calculations Position/Distribution
• Forecast Simulation Calculations position/Distribution-by Employee Name
• Forecast Account Distribution Journal by Salary Account

❏ Corrected the program to calculate the correct pay amount for G-type stipends that are paid based on the employee's daily rate.

❏ Modified the program to export next year payroll tables to internal database tables. These tables can then be imported using the Payroll > Utilities > Import HR Tables From Database Tables page.

❏ Added a new Position History user-created report to retrieve position history records.

❏ Renamed the existing PMIS user-created report to CYR/NYR Positions.

❏ Corrected the report to only include only those employee(s) selected in the Employee Nbr field when running the report with the Employee Demo fields selected. Previously, all employees were included.

❏ Corrected the program to prevent check boxes from being inadvertently automatically selected/unselected when running the report. Now, only the check boxes selected by the user are used to run the report.

❏ Corrected the issue that prevented users from successfully adding multiple accounts to a requisition when using the Uniform Account Distribution button.

❏ Corrected the issue that allowed users to click on buttons prior to the page being fully loaded and functional.

❏ Corrected the autosuggest functionality in the Item Number field.

❏ Corrected the issue that caused the entered Freight % to be deleted after clicking the Refresh Totals link.

❏ Corrected various user interface issues throughout the application to improve the user experience.

❏ Modified the program to display the CareerPortal Version, Build, Host, and Browser data in the lower section of the application menu.

❏ Corrected the program to display a link to download and view any documents attached that the applicant uploaded to the application such as a resume.

❏ Corrected the issue that prevented emails from being sent from local servers.

❏ Modified the program to include the email address of the person responding to the reference question.

❏ Corrected the Local User Override field to function as intended allowing admin users to mark external users as internal users regardless of their email address domain, which in turn allows internal users to view applicant data on the Search Applicants page.

❏ Corrected the issue that caused a generic email to be sent to users any time an admin user made a change to the user's profile. Now, an email is only generated:

• If an email address domain is changed to a domain that matches one of the email domain(s) listed on the District Settings Co-op page.
• If the Local User Override field is changed from External to Internal.

❏ Removed the functionality to add new users. As a result, the following changes were made:

• Renamed the Adding Users (Add users and assign them to security group(s).) section to Edit Users (Edit users and assign them to security group(s).)
• In the Users tile, changed Add/Remove users to Edit/Remove users.

❏ Corrected the delete functionality allowing users to be successfully deleted.

❏ Added validation to prevent users from deleting their own user accounts.

❏ Corrected the program to follow the appropriate process and provide the applicable information when requesting references without a valid email URL on the District Administration > Options > Email Preferences page.

❏ Added the drag-and-drop feature allowing users to easily reorder the sequence of core questions.

❏ Modified the program to hide the Leave button from the Add Request Type pop-up window if the Leave feature is not enabled by the LEA.

❏ Corrected the issue that prevented the PDF version of the Earnings statement from being successfully generated for employees with a special adjustment in Payroll.

❏ Corrected various user interface issues to improve the user experience.

❏ Modified the program to allow users to sort the list of travel requests by Vendor Nbr, Employee Name, Travel Request Number, Date Requested, or Request Total. By default, the list is sorted by Travel Request Number.

❏ Corrected the program to only display the Accounts Receivable > Invoice Approval link if the logged-on user has pending invoice approvals.

❏ Corrected the issue that caused an out-of-balance condition to occur in the 15XX (Land, Buildings, and Equipment) account if there were outstanding encumbrances.

❏ Corrected the issue that generated a Bad Request error page after clicking the Close button in the Purchase Order detail pop-up window.

❏ Corrected the program to only display the Accounts Receivable > Invoice Approval link if the logged-on user has pending invoice approvals.

❏ Modified the program to prevent the first (default) customer record in the database from being retrieved and edited as updates to this record can cause issues in Accounts Receivable and Finance.

❏ Added validation to prevent approvers from clearing required fields (Unit Price, Item Total, Amount, Offset accounts) on an invoice and then proceeding with approval.

❏ Added the Credit Memo section with the following columns:

• Credit Memo Nbr
• Adjust Reason
• Account Code
• Amount
• User ID

❏ Corrected the program to always display the +Add link. Previously, the +Add link was removed when all categories were deleted from the page.

❏ Corrected the issue that caused the value in the Next Available Travel Request Number field to be converted and saved as invalid data in the database.

❏ Corrected the program to retain the sort order for the Bank Name column after using the pagination feature.

❏ Corrected various user interface issues to improve the user experience across all tabs including placing the cursor focus on the PO Number field after liquidating a purchase order on the Check Processing - Purchase Order tab.

❏ Modified the program to properly handle adjustments, credit memos, and payments for invoices allowing accurate information to be displayed on the Accounts Receivable > Reports > Accounts Receivable Reports > BAR4000 - Invoice Listing by Revenue Code report.

❏ Corrected the PDF file to display all available records. Previously, only the first page of records was displayed.

❏ Corrected the out-of-balance condition that occurred when an LEA had encumbrances in balance sheet accounts (object codes 1XXX, 2XXX, 3XXX, and 4XXX). Now, the Total Assets equal Total Liabilities plus Net Assets, and the report is in balance.

❏ Modified the program to display the correct realized revenue/expenditure totals when retrieving data from different file IDs.

❏ Modified the program to remove the Est Rev (Estimated Revenue) and Approp (Appropriation) columns from the summary view but still display them in the detailed view.

❏ Corrected the program to only process the deletion if the user clicks Yes in the “Do you want to process?” pop-up window. Previously, data was deleted regardless of the user's selection (Yes/No).

❏ Corrected the issue that caused the Cancel button to display as 0 on the Salary Simulation - Error Listing.

❏ Corrected the spelling of Deductions in the following message: “Extracted Imputed Income Deductions saved successfully.”

❏ Removed this menu item as it is now obsolete and should no longer be used.

❏ Modified the following reports to include the correct 403B FICA Contribution amounts.

• Year to Date Reports > HRS3050 - School YTD Report
• Year To Date Reports > HRS3250 - YTD Account Distribution Journal
• Year To Date Reports > HRS3450 - YTD Payroll Control Listing
• Payroll Reports > HRS2000 - Payroll Control Listing

❏ Corrected the issue that prevented the Employer Contrib field from being populated on the report. Now, the correct EIC amount from the Pre-Post report is displayed.

❏ Added this report to provide a detailed listing of employee WorkJournal timesheet entries.

❏ Added this report to provide a listing of employee WorkJournal timesheet entries pending approval.

❏ Removed the CSV option. As a result, the CSV button was disabled on the report parameters page and the CSV icon was removed from the report.

❏ Corrected the program to properly generate the report. Previously, the report was blank.

❏ Corrected the report to only display the employee's current W-4 information from the Payroll > Maintenance > Staff Job/Pay Data > Pay Info tab.

• If the W-4 Withholding Certificate information is updated for the employee, then only the new information is displayed.
• If the W-4 Withholding Certificate information is not updated for the employee, then the Nbr Exempts field is displayed and the W4 Filing Status field is populated with the W-4 Marital Status.

❏ Modified the Legal (First, Middle, Last, Maiden) and Former (First, Middle, Last) name fields to allow a maximum of 60 characters.

❏ Corrected the Document Attachments functionality to properly load the Document Options window after clicking the Documents button. Previously, a blank window was displayed.

❏ Added validation to the Contract Class Code field to only allow numeric (0-9) and alpha (A-Z) values to be saved. Also, to prevent duplicate contract class codes from being saved.

❏ Corrected the program to prevent workday calendars with an invalid pay frequency from being saved. As a result, workday calendars with invalid pay frequencies will not be displayed on the Copy School Calendar and Delete School Calendar tabs.

❏ Corrected the issue that caused multiple records to be displayed for an employee when incrementing the Prior Teaching Experience field and selecting multiple job codes. Now, only one record per employee is displayed instead of one record per job code.

❏ Corrected the program to only enable the Job Code ellipsis if the Prior Teaching Experience field is selected (enabled).

❏ Corrected the issue that prevented extra duty codes from being displayed in the Extra Duty Codes lookup for the Select Extra Duty Code(s), or blank for ALL parameter.

❏ Renamed the Active Only check box to Employed Only. If selected, employees who are currently employed are included based on the current date, employment date, reemployment date, and term date.

❏ Corrected the program to allow the deletion of a record (row) when applicable. If a record cannot be deleted, an error message will be displayed.

❏ Modified the program to automatically clear the Nbr Extra Days, Attached to Position, and Billet fields when vacating a position that has a stipend with extra days.

❏ Modified the program to prevent Occupant data from being entered when the billet is 00000.

❏ Added validation to clear the Date Inactivated and Reason Inactivated fields on the Date tab if the position's original “saved” status was not Inactive.

❏ Modified the program to automate and sync the termination dates in Position Management and Personnel. If a termination date exists on the Personnel > Maintenance > Employment Info tab, it will be automatically populated when processing a CIP. Or, if a termination date is entered on a CIP, it will be automatically populated on the Personnel > Maintenance > Employment Info tab.

❏ Corrected the program to display all applicable supplements on the Payroll > Maintenance > Staff Job/Pay Data > Distributions tab after processing a CIP. Previously, only some supplement records were displayed.

❏ Corrected the issue where the remaining amount and remaining payments were being updated for G type supplement positions after processing a CIP.

❏ Corrected the issue that prevented the pay rate, contract amount, and contract balance from being updated for new G type supplement positions when there was a processed supplemental transmittal for a prior month.

❏ Modified the program to use the TEA Base amount from the Personnel > Tables > Salaries > State Minimum tab when calculating the state minimum salary for employees on a local annual pay concept with a TRS position code of 02 or 05.

❏ Modified the annualized salary calculation to use 12, 24, or 26 (based on the pay frequency) payments for comparison. Previously, the Max Pymts value was used.

❏ Corrected the program to prevent error message “Remaining Payments must be greater than zero” from being displayed when trying to process changes for pay type 3 employees with zero remaining payments.

❏ Corrected the issue that caused the values in the Percent Day Employed and Percent Year Employed fields to be ignored even though the Display Options to Ignore Pct of Day and Pct of Year for Position Records check box was not selected on the District Administration > Options > Position Management page.

❏ Corrected the program to display a scrollbar as needed in order to view all data on the page.

❏ Corrected the program to display error message “Invalid length for ACCT_PCT” instead of “Invalid length for ACCT_AMT” when importing a CSV file with an invalid account percent.

❏ Corrected the Forecast Account Distribution Journal by Salary Account report to list each individual vacancy for a position number by account code and billet number. Previously, the report combined all vacant positions in a single row.

❏ Corrected the program to limit the warning messages displayed for the Total Pct of Day and/or Total Pct of Year fields to P type positions. Previously, when creating forecast positions in NYR for an employee with both a regular and supplement position, a warning indicating that the employee exceeded 100% of the day was displayed. Now, the warning only displays if the employee has two or more regular positions that exceed 100% of the day and the LEA does not have the Ignore % of Day field selected for those positions. This warning does not apply to supplement positions.

❏ Corrected the account code comparison for supplement positions tied to extra duty codes. The report now recognizes when a G type stipend is in Payroll and Position Management.

❏ Modified the program to incorporate additional information to track requisition changes.

• If a requisition with pending changes is being returned or skipped, a pop-up window with the requisition details (Req Nbr, Vendor Nbr, and Vendor Name) and a message indicating that there are pending changes is displayed.
• If a requisition without pending changes is being returned, a pop-up window with the requisition details (Req Nbr, Vendor Nbr, and Vendor Name) is displayed.
• If a requisition without pending changes is being skipped, a pop-up window is not displayed.

❏ Corrected the issue that prevented an applicant from viewing their submitted job applications.

❏ Modified the error message that is displayed when a user tries to delete a job posting without the appropriate rights.

❏ Corrected the issue that prevented all necessary fields from being displayed on the page. Previously, only the Social Security Number field was displayed.

❏ Added the Mark All As Read button to the Notifications box and page allowing users to mark all notifications as read.

❏ Removed the filter only allowing leave requests created within 60 days of the current date to be displayed under Unprocessed Leave Requests. Now, all unprocessed leave requests are displayed.

❏ Corrected the program error that occurred when selecting a leave type from the Type drop down.

❏ Corrected the issue that caused a travel request to remain on the page even after being approved by the final approver. Also, corrected the issue that caused an additional workflow entry to be created for the final approver.

❏ Modified the program to display the applicable error message when the final approver approves a travel request but the Automatic PA Number Assignment field is not selected on the Finance > Tables > District Finance Options > Finance Options tab. Previously, an error message was not displayed and the travel request remained in a pending status.

❏ Modified the Mileage Reimbursement Rate and New Mileage Reimbursement Rate fields to allow three decimal places in the value. Now, the mileage rates are correctly displayed and calculated on the following pages:

• Finance > Inquiry > Travel Reimbursement Inquiry
• EmployeePortal > Travel Reimbursement Requests > Travel Requests

❏ Corrected the issue that caused an error message to be displayed when trying to change and save a payment date.

❏ Corrected the issue that caused an error message to be displayed when trying to save new grant object data.

❏ Corrected the program to print the correct tax year (2021) on W-2 forms when the report is generated with the For Tax Year > 2018, Include instructions (Y/N) or Print instructions only (I) parameter set to N.

❏ Corrected various pages in the following applications to only display the Provide Feedback link once:

• Budget
• Finance
• Payroll
• Personnel
• Position Management
• Purchasing

❏ Modified the Copy from Payroll button functionality to use the Finance bank code instead of the Payroll bank code.

• If the bank code does not exist in Finance, an error message is displayed prompting the user to add a new bank code in Finance.
• If the employee does not have a bank record in Payroll, an error message is displayed informing the user.

❏ Corrected the Copy from Payroll button to only display if the vendor and employee SSN records are valid and match.

❏ Corrected the program to display the vendor number and name in the Vendor field at all times. Previously, the vendor number no longer displayed after changes were saved to other fields on the page.

❏ Corrected the issue that prevented account codes with a 99 function code and an 8XXX object code from being created.

❏ Corrected the trashcan icon to remain displayed when adding a new line item.

❏ Added the Ignore for Grants and Projects check box to the Duplicate JV pop-up window to ignore JV entries for the Grants and Projects application. This check box is only enabled if duplicating an Actual JV transaction.

❏ Corrected transaction and balance issues within the spyglass pop-up window.

❏ Corrected the spelling of Revenue in the Estimated and Realized Revenue column headings on the report preview and PDF.

❏ Corrected the export to prevent the value in the Vendor Name field from being used as the Pay To value if a DBA or Remittance Name and Address is available when using the Pending Payables and the PO/PA processes together. Previously, a single check transaction was separated into two transactions and although the check numbers were the same, the Pending Payable transaction amounts were populated with the value from the Vendor Name field on the Vendor Information page and the other transaction amounts processed through PO/PA were populated with the value from the Vendor Remittance field.

❏ Per IRS requirements, updated the 1099-MISC/1099-NEC forms/instructions and all 1099-MISC/1099-NEC functionality to support the 2021 tax year.

❏ Corrected the Module column in the database to display GRT2160 Manage Users when adding or updating grant type information for a user.

❏ Corrected various user interface issues to improve the user experience.

❏ Corrected the Module column in the database to display GRT3010 Mbr Grant Maint for deleted transactions.

❏ Corrected the Module column in the database to display GRT3020 Approval Dashboard for approved/returned transactions.

❏ Corrected the issue that prevented changes to the W-2 Information message field from being successfully saved and displayed in EmployeePortal.

❏ Added the following FFCRA Payment fields for the 2021 calendar year:

• EPSLA Regular
• EPSLA Two-Thirds
• EFMLEA

❏ Added the following FFCRA Payment fields for the 2021 calendar year:

• EPSLA Regular
• EPSLA Two-Thirds
• EFMLEA

❏ Added the TRS Retiree Exception field to the process and preview report.

❏ Corrected the program to retrieve pay date information for the TRS month instead of the pay date month.

❏ Added a new WorkJournal Comparison Report to display a list of WorkJournal records that were imported but no longer exist as payroll transmittals due to the import.

❏ Modified the program to prevent WorkJournal request records from being selected if the job code no longer exists on the employee's master job record.

❏ Corrected the email content (subject/body) to mirror the letter case entered by the user. Previously, all letters were converted to uppercase.

• HRS1250 - Employee Data Listing
• HRS1650 - Employee Salary Information
• HRS2050 - Proof List of Payroll Transactions
• HRS2500 - Wage and Earning Statement
• HRS2600 - Employee Substitute Report
• HRS3500 - YTD Wage and Earning Statements
• HRS6400 - Salary Verification Report

❏ Per IRS requirements, updated the W-2 form/instructions and all W-2 functionality to support the 2021 tax year.

❏ Added the Creditable Year of Service check box to the Employment section.

❏ Modified the program to display the Unsaved Data Warning pop-up window when applicable.

❏ Corrected the issue that caused the time conversion table to inadvertently default to pay frequency 4 even though it was not created in pay frequency 4. This issue occurred in databases with only one pay frequency.

❏ Modified the Unsaved Data Warning pop-up window to set the cursor focus on the Cancel button.

❏ Added the Teacher Incentive Allotment Designation section, which includes the following allotment codes and descriptions:

• 01 Active National Board Certified Teacher
• 02 Active Teacher Incentive Allotment Designation
• 03 LEA Submitted Designation Pending

❏ Added the Creditable Year of Service check box to the Years Experience section.

❏ Corrected the page to only display the applicable scroll bars.

❏ Corrected the issue that caused an error to occur when an employee submitted changes to their phone number via EmployeePortal.

❏ Added the Creditable Year of Service field under Reset to reset the employee's creditable year of service. Also, added the Creditable Year of Service column to the Employee Mass Update Report.

❏ Modified the program to include the Teacher Incentive Allotment designation in the mass deletion process.

❏ Per IRS requirements, updated the utility to support the 2021 tax year.

❏ Removed transmitter control code (TCC) validation from the ACA file creation process.

❏ Added the Creditable Year of Service field to the following reports:

• HRS1100 - Employee Verification
• HRS1250 - Employee Data Listing
• HRS1650 - Employee Salary Information

❏ Added this report to provide a list of employees with their Teacher Incentive Allotment Designation codes and descriptions.

❏ Per IRS requirements, updated the 1095-B form/instructions and all 1095-B functionality to support the 2021 tax year.

❏ Removed transmitter control code (TCC) validation from the ACA file creation process.

❏ Per IRS requirements, updated the 1095-C form/instructions and all 1095-C functionality to support the 2021 tax year.

❏ Corrected the issue that prevented the following reports from being generated:

• HRS4300 - Health Insurance Participation Report
• HRS8900 - Employee Data (ED)
• HRS8905 - Regular Payroll (RP)

❏ Added the Creditable Year of Service check box to the Employment section.

❏ Modified the Refresh Totals, Calculate Amounts, and Calculate Percent links to correctly calculate amounts and percentages when creating a requisition that has one line item with multiple accounts. This change is also effective for the Uniform Account Distribution.

❏ Corrected the PO Signature button pop-up window to display and function as intended.

❏ Modified the program to ensure that the applicable Employee/Supervisor reminder emails are sent daily around 6:00 AM.

❏ Added the following FFCRA Payment fields for the 2021 calendar year:

• EPSL1 (Emergency Paid Sick Leave Act (EPSLA) regular rate)
• EPSL2 (Emergency Paid Sick Leave Act (EPSLA) two-thirds rate)
• EFMLEA (Emergency Family and Medical Leave Expansion Act)

NOTE: If any of these amounts are greater than zero, the field and amount are displayed in Box 14 on the employee's W-2.

❏ Per IRS requirements, updated the W-2 form/instructions and all W-2 functionality to support the 2021 tax year.

❏ Per IRS requirements, updated the 1095-B/1095-C forms/instructions and all 1095-B/1095-C functionality to support the 2021 tax year.

❏ Modified leave requests to display as follows:

• Leave requests with an Approved or Pending Approval status are displayed on the employee homepage calendar and the Leave Requests page, and can be edited.

• Leave requests with an Import into Payroll or Processed status are displayed on the employee homepage calendar and the Leave Requests page, and cannot be edited.

❏ Added the Outlook Calendar and Google Calendar links to leave approval emails allowing employees to add approved leave requests as Outlook/Google calendar events.

❏ Corrected the program to prevent duplicate leave requests from being displayed under Unprocessed Leave Requests and on the homepage calendar.

❏ Added maximum length limits to various fields.

❏ Corrected the issue that caused all inline error messages to be displayed upon accessing the page.

❏ Corrected various functionality and user interface issues including the select all check box and the document attachments icon to improve the user experience.

❏ Corrected the Oops error page to display MemberPortal instead of EmployeePortal.

❏ Modified the functionality and user interface to meet ASCENDER portal standards.

❏ Corrected the program to ensure that all approvers in an approval path receive automated email notifications for pending budget or reimbursement requests.

❏ Corrected the Module column in the database to display the originating page name for submitted requests.

❏ Corrected the issue that prevented the extract from being processed. This issue occurred if the logged-on user had a work email address listed on the Personnel > Maintenance > Staff Demo > Demographic Information or District Administration > Maintenance > Non-Employee pages.

❏ Updated the color contrast across all ASCENDER Enterprise applications for ease of readability.

❏ Modified the portals to meet WCAG 2.0AA accessibility standards.

• CareerPortal
  
• EmployeePortal
  
• MemberPortal
  

❏ Corrected the program to properly change an invoice status from open to closed when a credit memo is applied to zero out the invoice. Previously, the invoice status remained open and was still displayed on the Customer Statement and Detail Aging reports.

❏ Modified the Out of Balance Correction utility and the FIN1600 - Batch Process Balance Error Listing to correctly report out of balances.

❏ Corrected the issue that caused the Retiree Pension Gross to be updated with an incorrect amount.

❏ Added the Retiree Employment Type field. This field is only enabled for ER records. The drop down contains the following values:

• B - Non-Profit Tutor Substitute
• C - Combination of Substitute and Half-time or less
• E - Surge Personnel
• F - Full-Time
• H - Half-time or less
• N - Non-Profit Tutor Half Time or Less
• S - Substitute
• T - Non-Profit Tutor Full Time

❏ Modified the program to allow multiple ER20 records to be extracted for an employee based on the value in the TRS Retiree Exception field in the job history. ER20 records will be extracted per Primary Job and per Retiree Exception. Any extra duty pay (XTRA job) that is not attached to the job with the Retiree Exception will be reported with the Primary Job.

❏ Modified the program to allow multiple ER20, ER25, and ER27 records to be entered and saved for an employee.

❏ Added the following options to the Retiree Employment Type drop down for ER20, ER25, and ER27 records:

• B - Non-Profit Tutor Substitute
• E - Surge Personnel
• N - Non-Profit Tutor Half Time or Less
• T - Non-Profit Tutor Full Time

❏ Corrected the issue that prevented some tables from being copied over even though they were selected.

❏ Modified the program to allow multiple ER20, ER25, and ER27 records to be entered and saved for an employee.

❏ Added the following options to the Retiree Employment Type drop down for ER20, ER25, and ER27 records:

• B - Non-Profit Tutor Substitute
• E - Surge Personnel
• N - Non-Profit Tutor Half Time or Less
• T - Non-Profit Tutor Full Time

❏ Corrected overtime and straight overtime calculations for pay type 2 employees.

❏ Modified all reports (ER20, ER25, and ER27) to include the TRS Retiree Exception codes and descriptions.

❏ Corrected the issue that prevented the report from being generated.

❏ Added the Retiree Exception check box to the Job Information section.

❏ Corrected the issue that prevented the selected Time Option code description from being displayed on the report.

❏ Corrected the functionality of the Enable WorkJournal Time for Pay Types options. Previously, these options were not functioning as intended, and all pay type 2 and 3 employees were available for WorkJournal purposes in EmployeePortal.

❏ Corrected the program to remain in the same frequency when time conversion table updates are saved and errors are generated.

❏ Corrected various user interface issues to improve the user experience.

❏ Added the Retiree Exception field to the State Info section on the report.

❏ Added the Retiree Excptn (Retiree Exception) field to the Job report.

❏ Updated the background image on the Login page.

❏ Modified the program to automatically sync WorkJournal and Leave workflows for Alternate Approvers.

❏ Modified the program to disable the WorkJournal menu and the WorkJournal button on the Add Request Type pop-up window when the WorkJournal option is unselected under Enable on the Payroll > Tables > District EP Options > EmployeePortal Options page.

❏ Corrected the program to reference the account codes tied to a submitted travel request in order to determine the appropriate approval path.

❏ Removed the Location Locking functionality for extended travel requests.

❏ Corrected the status (enabled/disabled) of the Retrieve button when entering and clearing Date fields.

❏ Corrected the program to automatically retrieve data on the page when a value is selected in the Pay Frequency and Work Week Start Date fields. If the user manually enters the Work Week Start Date, they must tab out of the field in order to retrieve data on the page.

❏ Corrected the program to prevent users from saving overlapping time entries. For example, if a user saves a time entry from 8:00 AM to 4:00 PM, then another time entry can only be saved if it is before 8:00 AM or after 4:00 PM.

❏ Corrected the issue that caused the total hours worked calculation to be incorrect when the Percent of Hour was not set up for 100% in the Time Conversion Table on the Personnel > Tables > WorkJournal > Options tab.

❏ Corrected the program to display the Total Hours field on the Weekly Totals row after the Leave field.

❏ Corrected the issue that prevented some employees from creating a new account or logging in to their existing account.

❏ Added the Retiree Exception field to select the applicable retiree exception code. This field is used in conjunction with the Employment Type and Take Retiree Surcharge fields to determine whether or not to calculate a retiree surcharge for the employee. A value cannot be saved if the employee's TRS Status is set to 1 Eligible on the Pay Info tab. This field is disabled for XTRA jobs. The drop down contains the following values:

❏ Corrected the program error that occurred when attempting to enter leave for an employee without assigned leave codes. Now, an informational error message is displayed instead.

❏ Modified payroll calculations to properly handle TRS Retiree Employment exception processing.

❏ Modified the program to allow the maximum dependent care deduction to be $10,500 for calendar year 2021.