Here's the overview! Click on any link below to go straight to that section or read on to see all the latest updates.
If you're looking for the My Digital Timesheets release notes you can find them here!
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Illustrate for tax year 22/23
From 12/02/22, the new legislation will be available to use when generating illustrations for leads in the people hub. 👥
By default, it will still choose 21/22 but you can easily change this by using the drop-down.
Need to refresh your 🧠 memory on how to generate an illustration?
KID Document Download
Previously, KID documents were only available to view emails sent to the Agency New Starter Email. Now you can download the document from the manage illustrations screen in the CRM Menu, just go to CRM>Illustrations.
Unsure what a KID is? 🤔
Here is an article perfect for you! 👇
Timesheet Upload, Bulk Change to Materials
When importing timesheets ⏲ for CIS workers, where previously if you needed to change the line items from Day/Hours to Materials you would have to do this one by one, you can now do this in bulk. Just click on the rows you want to change or select all and choose "materials" from the dropdown and click update.
Need a refresher on how to use timesheet upload? Check out this article
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Timesheet Upload, Ability to change NMW hours
When changing the frequency of a line item at step 2 of timesheet upload, a pop-up window will open allowing you to choose the frequency and also override National Minimum Wage hours that will be applied when running the payroll. You will only be able to update NMW hours for "Days" and "hours" all others will be greyed out.
"Last updated at" for Pages
When on a worker record in People Hub when reviewing the pages 📃 you could only see when the page was created. Now you can check when the page was last updated too. This will update each time the page changes or any note or task linked to the page also changes.
New to pages? Want to learn how to create and manage your tasks?
This article will help you add pages from your worker records
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This collection has everything you need to know about the notebook
Age Creditors updated to include Debit notes
We introduced Debit notes in our last release, now your debit notes are included in the aged creditor's screen and exports, previously you would need to reconcile the debit notes to the Aged Creditors report.
Need a reminder of how to generate your aged creditors report? Check out this article!
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Excel Export for Historical VAT Returns (Non-MTD)
Once you have marked your VAT 📆 return as filed (Non-MTD submissions) if you want to download an excel of the details you can now do this for your historical returns not just the active period.
API Updates 🔌
Starter Form Changes 🆕
Where the starter from letter is being sent over the API, the system will now automatically set the Tax code and W1/M1 values based on the Starter form letter received.
Payroll Settings 💷
Previously payroll settings wasn't available via the API, we have updated the documentation so that your development team can now integrate with these settings.
New Business Admin and Account Manager Calls 👩👨
We have updated the API to allow the New business admin and Account manager fields to be called back into your integrated system.
Split Start Date (expected) & Start Date into two fields in People API 📅
Previously when sending the Start Date to My Digital this would populate both the Expected start date under the CRM Info section and the Start Date under employment. Now you have the option to send these dates independently.
Validate Custom Field Names provided on People API calls ✅
When sending data for custom fields, if the POST or PUT call is for a field that the system doesn't have there is a new validation to highlight this to your API administrator.
If you want to get a more detailed overview of the changes to the API and access to our documentation why not subscribe to our technical API release notes mailing list? 👇
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Our open API documentation can be found here
Bug Fixes
💸Pension re-enrolment logic has been adjusted to ensure correct statuses if a worker is identified for re-enrolment.
👥When creating a person via Quick Create the system wasn't auto-populating the Country field requiring users to update this manually before pushing into a company. This has been fixed and the country will auto-populate.
👋Any worker migrated onto our system but never paid through our system (Migrated Never Paid) will now have the Leaver FPS sent from the People Hub, you don't need to send from bulk P45 Screens.
Speed Improvements
P32 Screen - With especially large volumes the P32 report wasn't able to load, now 200k records can feed into the report in under a minute.
Trial Balance - When loading the Trial balance report, you will now need to choose your Date and Date Logic before the report will display. This will make the loading times of the page faster.