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Version 3.102.803.0 Release Notes

04/09/2014

Version 3.102.803.0 Page 1 of 9

The following outlines the program changes contained in the update that will be on the Harris website on April 09, 2014.

The email update alerts are provided by Harris School Solutions as a courtesy to our clients. On occasion, clients have reported that they have not received the email reminder. Please check our website periodically to see if any updates have been released.

Also, the update memo will appear on the website unless otherwise stated on the update email. From time to time we will incorporate the update memo into the email that we send if the update is addressing specific problems. We will alert you if the memo is contained in the email only.

Note: Please read over this memo to determine if this update applies to your organization.

Smart Fusion updates can now be downloaded and installed by your organization. Instructions can be found on our Downloads page of our website at: http://csi.iharriscomputer.com/software.

**Attention clients running ESS2 (Employee Self Service 2) – Please contact Software Support [email protected] , to coordinate a time to load both the latest SmartFusion release, as well as the latest version of ESS2.**

** Please note that we are now including ESS2 features and addressed issues at the end of this document.**

Version 3.102.803.0 Page 2 of 9 Addressed Features The following features were added as part of Version 3.102.803.0.

Inventory Menu Item Screen Description

A new option has been added that allows the user to edit date, quantity, unit price and invoice total, however records Edit Inventory Maintenance cannot be added or deleted. The invoice information has also been added to the Inventory Analysis Report, which Transactions pulls information like CSI+ does. (SF-421)

Payroll Menu Item Screen Description T&A Systems- Maintenance- Time and The KRONOS exceptions report will now print the social security number of the employee instead of the employee ID Special Attendance number. (SF-579) Maintenance Import

Enter/Edit Email Pay Group has been added to the selections tab. This gives you the option to select employees based on pay group Parameters Templates when sending out mass emails. (SF-310)

Warehouse Requisitions Menu Item Screen Description Warehouse Parameters Requisitions An option has been added in the system file that will default the “Requested by” field to the User ID. (SF-304) System File

Version 3.102.803.0 Page 3 of 9 Addressed Issues The following issues were addressed as part of Version 3.102.803.0.

CSI System File Menu Item Screen Description Groups Data Entry Leave Maintenance and Special Maintenance has been added as menu items in the security file. (SF-189) Maintenance

Accounts Payable Menu Item Screen Description

There was an issue handling the Epayment code of 1 (Inactive) in the updating process. This has been fixed. (SF-555) Print/Update AP Process Checks If an Epayment had too many account numbers, the system was voiding the first Epayment number and assigning the next Epayment number. This has been fixed. (SF-294)

Budget Prep Menu Item Screen Description We have made some changes in user security to prevent user from updating budget in wrong year.

1. If the update date entered is prior to the Earliest Posting Date Allowed (setting in the FL system file), the system will give an appropriate message to let the user know this. If the budget change needs to be updated prior to this date, the “Earliest Posting Date Allowed” setting will need to be temporarily edited.

2. If a user does not have authority to edit prior years in BP, if the user uses the offset tool to work in a prior year, the Update Budget Accounts user will not be allowed to do an update, regardless of the posting date entered. Changes 3. If a user does not have authority to edit prior years in BP and is working in the current year (no offset), and enters a posting date outside of the current fiscal year, it will cause an error condition, and processing will not proceed.

4. If a user has the authority to edit prior years in BP and enters a posting date outside of the "current" fiscal year (if using the offset, the current fiscal year will be the one for the offset), a message will be displayed to warn the user and give a chance to cancel the processing. If cancelled, the warning will become an error condition, and processing will not proceed. If not cancelled, processing will proceed as normal.

Compare BP If “Include” in BP flag was not flagged on an employee, it was still including the employee on this report. This has Profiles Profiles to PR been fixed. (SF-394)(SF-575)

Version 3.102.803.0 Page 4 of 9 Cash Collections Menu Item Screen Description

The Post Cash Collections to Ledger screen will default according to how it is set in the system file. You can still Post Cash change the print option from the screen and you will get a pop up message stating "You have selected a print option, Process Collections to Detail (or Summary, etc), different from the posting option, Summary (Or Detail, etc.)Do you want to proceed with Ledger these selections?" If you want to proceed, simply check "Yes". This allows the user to control the posting option without having to change the default. (SF-595)

Fund Ledger Menu Item Screen Description Encumbrance There was an issue with paid vouchers/checks for blanket PO’s showing twice in the Encumbrance Inquiry. This has Reports Inquiry been fixed. (SF-552)

Insurance & Benefits Menu Item Screen Description The “print only” option for Update/Compare State Benefits was not populating the tables IBStateBenefits and Update/Compare IBStateEmployee. The information in these tables is used in the step to Compare State benefits to payroll deduction. State Benefits This has been fixed. (SF-416) Update from Colonial Benefits which had both taxable and nontaxable benefit code were getting updated to the taxable code, rather than Supplemental getting split appropriately. This has been fixed. (SF-486) Insurance

Process There was an issue with the AUF file not including an inactivate employee that had been recently terminated. This has been fixed. (SF-551)

Export MPPI File The report/file was pulling inactive employees when a demographic change was added. This is now fixed. (SF-436)

In the AUF file, currently the termination date pulls based on the payroll termination date. If you need the termination date to pull based on the insurance and benefits termination date contact a support representative and we will set a flag to redirect. (SF-483)

Version 3.102.803.0 Page 5 of 9 Payroll Menu Item Screen Description Employee Master Employees The prior history date was not showing. This has been fixed. (SF-580) Sheets Employer When you enter a report name or a function/fund number on the Report Criteria page, the report title and Fringe Contributions fund/function numbers were not printing on the report. This has been fixed. (SF-586) Report Deferred Comp Deductions The employer cost will now be included on the Deferred Comp File/Report. (SF-355) File/Report Global Update to Maintenance There was a rounding issue on this option. This has been fixed. (SF-596) Current Hours T&A Systems- Maintenance Time & The Kronos import was not writing history records for someone who had the leave code, but who did not already have -Special Attendance a history record. This has been fixed. (SF-568) Maintenance Import EEOC-4 Labor When running the occupational employment report a "no data found" message was being displayed due to incorrect Reports Statics Report report criteria pulled on the report view. (SF-578)

Personnel Menu Item Screen Description

Since the last update there was an issue with records not creating properly when a candidate was changed to a new Enter/Edit Employees hire. This was causing the employee to not pull up in payroll at all. This has now been fixed and is working as it did Personnel Master before the 101 Update was released. (SF-569) (SF-570)

There was an issue when the work table was saved, then a crystal report opened and tried to refresh data, an error Reports Personnel Labels was given. This has been fixed. (SF-473)

Purchasing Menu Item Screen Description PO/Purchase There was an issue with electronic purchase order’s account numbers not showing on the report. This has been fixed. Reports Requisition (SF-539) Status Report

Version 3.102.803.0 Page 6 of 9 School Nutrition Menu Item Screen Description Enter Breakfast Process There was an issue with digits being chopped off in the Labor Used and Food Used fields. This has been fixed. (SF-558) Cost

Reports Meal Court Edit The attendance factor shows the percentage that has been entered on the location in the parameter location variable. There was an issue with this only showing a 1, this has been fixed. (SF-526)

SmartFusion Query Menu Item Screen Description The latest version of SF Query addresses some issues with fields from the Salary Class table not producing results on reports. To get the latest version of SF Query: 1. Open SF Query. Go to the Tools menu, then Options, and click on the Updates tab. Set the flag for “Automatically check for updates”. 2. The next time you log into SF Query, you should get a prompt that an Update is available. Click Yes to download the new version. If you don’t get the Update Available Prompt, contact support for assistance. (SF-540)

Version 3.102.803.0 Page 7 of 9 Addressed ESS 2 Features

The following features were addressed as part of Version 3.102.803.0. ESS 2 (Vsn 2.03.0)

Menu Item Description

A registered user’s count has been added to the User Roles area. (ESSSFNXTGN-133)

The system can now be configured with different approvers for each request type through the Default Request Routing page on the Administration menu. For example, you may want to have a Direct Deposit change handled by payroll and Demographic change handled by Personnel. To achieve this you can leave personnel employees assigned to the default HrApprover role, change the default role for Direct Deposit Change to PrApprover and assign a personnel manager to this role.(ESSSFNXTGN-69) Administration

There is a new menu option “Change manual direct deposit”. If the flag is turned on, any direct deposit changes will need to be manually updated in Smart Fusion.

There is a new menu option “Edit Welcome Message”.

W4 2014 W4 has been added. (ESSSFNXTGN-135)

G4 G4 information has been added and updated. (ESSSFNXTGN-127)

Leave A new functionality has been added for leave requests. The new functionality includes submit request, ability to configure a leave approver by department, Approval email to leave approver, Recall a request feature, and Calendar views by employee and department. (ESSSFNXTGN-44) Miscellaneous ESS2 has a new look and feel with a multi-level menu and views that will respond better to smaller screen sizes.

The active session will end when a user closes the tab or browser. (ESSSFNXTGN-154)

The ability to change the user’s name, email and password in the user’s profile has been added. In order to make these changes click on your username link in the upper right corner to open up the manage account screen. There has also been a check box added that gives you the option to receive alert emails. (ESSSFNXTGN-128)

Version 3.102.803.0 Page 8 of 9 Addressed ESS2 Issues The following issues were addressed as part of Version 3.102.803.0.

ESS2 (Vsn 2.03.0) Menu Item Description Check Inquiry There was an issue while using IE 11 of not being able to open up a grid in Check Inquiry and Task. This has been fixed. (ESSSFNXTGN-140)

****Clients interested in upgrading to ESS2 should contact either sales or Ivy Williamson. Thank you.

Version 3.102.803.0 Page 9 of 9