PlanSource HCM – Fall 2024 Release Coming October 25th!

PlanSource HCM – Fall 2024 Release Coming October 25th!

PlanSource HCM’s Fall release is scheduled to be released on October 25th! Included in this upgrade are several enhancements, updates, and new features designed to make the system more user-friendly and functional. Several of these items were implemented directly from client feedback and suggestions. Please see the below highlights for the Fall 2024 Release:

Payroll Gateway – Unresolved Payroll Items Banner

If an unresolved payroll item occurs when processing a payroll, an informational banner now displays under the Process Payroll section in the Payroll Overview page (Menu > Administration > Payroll Processing > Payroll Gateway > select a pay group). This message notifies you of any unresolved payroll items and contains a link, View and Fix Payroll Issues, which provides convenient access to the Unresolved Payroll Items page where you can correct or remove any impacted pays.

Termination Information Page Enhancements

The Termination Information page in UKG Pro includes a new Termination History grid that captures the termination data in UKG Pro when an employee is terminated.

When you rehire an employee, the termination information is captured in the read-only Termination History grid along the bottom of the Termination Information page (Personal > Termination Information). The termination fields at the top of the Termination Information page will clear out with the rehire process.

The Termination History grid does not appear on the Termination Information page until an employee is terminated for the first time. If an employee is rehired, later terminated again and then rehired again, etc., a stack of termination history records appears in the grid with the most recent at the top.

While an employee is still terminated, you can click the edit button at the top of the Termination Information page and edit the data in the fields at the top of the page. Upon saving, the top-most record in the Termination History grid, which corresponds to the fields at the top of the page, will also update. If multiple records are in the Termination History grid, only the top-most (most recent) record can be edited as described above. Older termination records cannot be edited.

The Termination History grid only captures information from terminations entered after 10/23/24 which is the data this feature was added to UKG Pro. Termination information entered for employees prior to date will not display in the grid.

New Compensation Statement for Compensation Management Administrators

Compensation Administrators can now effortlessly create compensation statements that communicate the compensation details that are shared by managers during annual reviews with their employees. The statements provide a clear, standardized view of employees’ compensation in a PDF format with details such as annual salary, new base pay, merit increase amount and percentage, compa-ratio, salary grade information and more.  The feature uses a standard excel template that administrators can download from the Statements page (Menu > Administration > Compensation > Statements > Choose Design). A report template has also been created in Business Intelligence to easily populate the PDF statement import template that can be uploaded to the tool. The report can be found in the path – Team content > UltiPro BI Content > UltiPro BI for Core HR and Payroll >UltiPro Delivered Reports > Compensation Reports

Access to this tool requires manual activation within your specific role(s) – please reach out to the HCM Service Team if you would like to utilize this new feature, and need assistance with the report.

         

Smart Dashboard -Urgent Widget & External Shortcuts

The Urgent widget displays on the Smart Dashboard to allow users to see their My Inbox items that are marked as urgent. My Inbox Items that have a “Final reminder: This message was reminded on MM/DD/YYYY”, will typically display as urgent for your administrators to ensure they review.

The ability to add External Shortcuts has been added to the Smart Dashboard – these widgets can take employees quickly to external sites that are used to perform their daily job tasks such as SalesForce and Concur

  • Note: If employees do not add the shortcuts created by administrators, they will not automatically display. The Communication Broadcast tool can be used to inform employees of new shortcuts.

Add and Modify GL Export Templates in UKG Pro 

You can now add or modify a GL Export Template (Menu > System Configuration > Business Rules > Business Rules > search for and select GL Export Template) which allows you to customize the data you want to export and define the formatting of the export file to import into your financial system. If you do not have access to this Business Rule, please reach out to the HCM Service Team.

A helpful SOP is linked here for further details on how to create the templates

Browser Compatibility

The following browsers and browser versions are supported:

Chrome – 109

Edge – 109

Safari – 15.5

Firefox – 102

If your employees use the UKG Pro mobile app, they will need to use one of the following operating systems and versions:

Android – Version 7 or Greater

iOS – Version 13 or Greater

*Employees should not be using the UKG Pro Classic App, as this version is being phased out in 2025.