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NP – 1827 – AU003 - CP - Upcoming and Overdue Tasks

Client Portal now has now the ability to list overdue and upcoming tasks on the new page named 'Upcoming Tasks' page which can be filtered out based on Offices, Clients, and Task. User Users can navigate to this page by clicking on View Upcoming button on Utilities>Payroll task dashboardTask Dashboard


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User who is marked as Payroll Admin BACS Approver will have access to new page Payment Approval>Pending Approvals to view only BACS Payment with Pending Approval status

NP – 1838 – AU014 - CP - Service End Date/Tasks

Payroll Task dashboard displays task for client clients up until the specified date is selected in service end date field under data termination section on Admin>Clients>Select a Admin>Clients>Edit Client Screen

NP – 1921 – Tasks that have Camunda tasks must be completed in order

Automated Payroll Payrolls with Camunda tasks will highlight with now display an error message if it is they are not completed in order on order on the Payroll Task Dashboard

NP – 1927 – CP - Further improvements to the Upcoming Tasks Page

The following enhancements are implemented in View Upcoming page:

-Read  Read only checkbox is introduced against each task to highlight whether the tasks are Special or not on Admin>Tasks>Select a Task

-Date  Date entered in ‘Enable New Task From’ field on Admin>Clients>Select a client displays newly added task on payroll task dashboard on or after the date specified

-The  The Upcoming page should look good on a smaller screen, e.g., the sliders should move to a new line to avoid crashing with other fields

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New Checkbox named ‘Supplementary Run Required’ is added to the bottom of the payroll task dashboard screen against each service. User can save the state selected once clicked clicked. Once this is clicked, tasks that are tagged with 'supplementary runs' will generate at the bottom of the task dashboard. 

NP – 1911 AU027 - CP - Configure a user as reviewer

Peer review user will have below three different dashboard views on Utilities>Payroll Task Dashboard

-Show Task checkbox shows peer review tasks of all services where user is not reviewer

-Peer Review Not Complete checkbox shows peer review tasks of all services which are not in completed status and where the user is not reviewer

-My Reviews checkbox shows peer review tasks of all the services where user is a reviewer

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NP – 1958 CP - Remove Employment Update section of the client portal

Employment Updates section is removed from HR toolkit