UltiPro 2016 Spring Release Highlights
UltiPro 2016 Spring Release Highlights
UltiPro 2016 Spring Release HighlightsTABLE OF CONTENTSUltimate Software is pleased to provide you with this high-level overview of the UltiPro 2016Spring Release (v12.1.1).Introduction . 3Human Resources . 4Browser Compatibility . 5Tax Compliance . 6Payroll Processing . 6Talent Management. 8Compensation Management . 8Performance Management . 8Time and Labor . 10Time Management . 10Mobile . 11Confidential – For Ultimate Software Customer Use OnlyPage 2 of 12
UltiPro 2016 Spring Release HighlightsINTRODUCTIONWith the UltiPro 2016 Spring Release (v12.1.1), Ultimate Software continues to deliver automated,flexible, and convenient UltiPro features that help you build an employee-centric environmentwithin your organization. New people-first tools and enhancements further simplify your work lifeand foster business success. Statutory updates ensure your compliance with 2016 government andpayroll tax requirements for the U.S. and Canada.RELEASE SCHEDULEUltimate will apply the Spring Release to your environment between April 18 and June 13, 2016.Your SaaS focal contact will receive an email with your specific upgrade date. If you’re not surewho your focal contact is, go to the Customer Success Portal to verify this information and changeor update any other account details.RELEASE NOTESFor complete details on the enhancements and functionality changes included in this release,Ultimate recommends you review the Release Notes, available March 24, 2016.Confidential – For Ultimate Software Customer Use OnlyPage 3 of 12
UltiPro 2016 Spring Release HighlightsHUMAN RESOURCESThe Spring Release gives you and your employees greater visibility and control of workforceinformation using: UltiPro’s Organization Chart. A new, visual Organization Chart - that can be personalizedwith employee images – provides the perspective and information you need on yourworkforce structure and people. Easily accessible by all employees via a QuickLink on the‘smart’ homepage dashboard and from the main navigation menu (under UltiPro MyCompany Organization Chart), Organization Chart displays a complete diagram of yourpeer relationships and reporting structures. Using intuitive features designed for allworkforce levels, you can:oooooSee information most important to you; the default org chart view outlines yourimmediate peer reporting structure.Pan across and zoom in and out around the organizational diagram for a bettervisibility.Export and print the org chart as a PDF file.Search for an individual in other parts of the organization to view his/her org chart.Select an employee to view more information - such as email, phone number, job, andmanager - on an employee details card.To enable Organization Chart, go to UltiPro System Configuration Role Administration select role Web Access Rights. Expand My Company and select the View checkbox besideOrganization Chart.Confidential – For Ultimate Software Customer Use OnlyPage 4 of 12
UltiPro 2016 Spring Release Highlights Enhanced Mobile Employee Profile Features. Employees’ UltiPro Mobile experience getseven better with Spring Release enhancements to improve overall usability. The Your Profilescreen has a more contemporary look and feel, displays additional employee information,supports employee profile self-service, and respects workflow approvals if such processesare enabled on the UltiPro portal.What’s great is that employees can easily update their own Your Profile data on the go usinga mobile device, including:oooooNameAddressPhone numberEmailSocial NetworksBROWSER COMPATIBILITYTo ensure optimum UltiPro performance using the latest web browsers, the Spring Release: Offers compatibility on the Microsoft Edge browserExpands support foro Internet Explorer (IE) 11o Google Chrome 48o Mozilla Firefox 44Retires support for IE 9 and 10Review the current Browser Compatibility Guide for complete details on browser and versionsupport for use with UltiPro. An updated version will be posted on the Customer Success PortalLibrary the week of April 11, 2016.Confidential – For Ultimate Software Customer Use OnlyPage 5 of 12
UltiPro 2016 Spring Release HighlightsTAX COMPLIANCEThe Spring Release delivers the federal, state, and provincial statutory updates you need - such asmodifications to tax tables, state withholding forms, Form W-2s, T-4A slips, and RL-1 slips - tocomply with 2016 government and tax reporting requirements for the U.S. and Canada.Note: To review all compliance details and any late-breaking UltiPro updates delivered with thisrelease, please read the Release Notes available March 24, 2016 on the Customer Success PortalLibrary under Ultimate Software and UltiPro UltiPro Releases UltiPro 2016 Spring Release(v12.1.1) – Release Notes and Supporting Information. If necessary, additional tax updates will bedelivered as new requirements from tax jurisdictions become available.PAYROLL PROCESSINGFlexible and automated new UltiPro features simplify payroll processing: The Wage Attachment Gateway. UltiPro’s new Wage Attachment Gateway (under UltiPro Payroll Processing Wage Attachment Gateway) serves as a single location for you to quicklyaccess and view all your employees’ wage attachment information (money deducted from anemployee's pay as the result of a court order or action by an authorized agency, such as:creditor garnishments, student loans, bankruptcies, and child supports). You no longer needto navigate to each employee to see garnishment details and/or run a Business Intelligencereport for specific wage attachment data.The Wage Attachment Gateway lets you:ooooQuickly search data and/or filter - by employee, garnishment, or jurisdiction, forexample - to locate information you need.Select an employee’s name to view the individual’s Wage Attachment Details(garnishment, calculations, and disbursement data).Print and/or export gateway contents as an Excel or CSV file for additional use.Access a new Alerts tab to view deduction stacking information and notifications.Confidential – For Ultimate Software Customer Use OnlyPage 6 of 12
UltiPro 2016 Spring Release Highlights Deduction Stacking. Reduce manual and cumbersome payroll administration by takingadvantage of deduction stacking tools (available for all U.S. employees, except for thoseresiding in Kansas due to state regulations).With the Spring Release, you can easily set up multiple “creditor” garnishments and havethem process automatically (if specified) in an established order according to the date you,as an employer, receive the court order. To set up this process:1. Select the new ‘Include in deduction stacking’ checkbox under Add/Change DeductionDetails.2. Complete the ‘Deduction Stacking Options’ section. Enter judgment/order details andspecify conditions such as: automatically start withholding once certain specificationsare met and/or continue withholding until there’s manual intervention.When you set up deduction stacking, you can choose to have one of the following happenonce the first garnishment withholding option (amount, days of expiration, or expirationdate) has been reached:ooA deduction for the subsequent garnishment will automatically be withheld from theemployee’s next payroll.You receive an Alert within the Wage Attachment Gateway to take manual actionbefore deductions for the subsequent garnishment can start.To give user-roles access to the Wage Attachment Gateway and deduction stacking features,go to UltiPro System Configuration Role Administration select role Web Access Rightsand expand the new Wage Attachments Gateway section. Then, expand the WageAttachments section as well. From there, select appropriate checkboxes for WageAttachments Gateway, Wage Attachments, Wage Attachment Details, and Alerts.Confidential – For Ultimate Software Customer Use OnlyPage 7 of 12
UltiPro 2016 Spring Release HighlightsTALENT MANAGEMENTNew talent features simplify employee pay and performance processes with:COMPENSATION MANAGEMENT Future-Dated Salary Plans. Enjoy additional automation for employee salary planning whenyou enable ‘Use future dating’ (under UltiPro System Configuration System Settings Display). What’s great about future-dating is that employee records are updatedautomatically when the salary change effective date is reached for:ooo Salary increasesOne-time payoutsUnitsCompensation Plan Access. With the Spring Release, Compensation Administrators can onlyview salary details and associated budget information for those employees they have accessto view based on the role assigned to them by the System Administrator (under UltiPro System Configuration Security Role Administration). This simply means thatCompensation Administrators only access relevant employee information when:oooLooking at individual compensation plans.Viewing and editing employee payouts.Closing and posting payouts for compensation plans (when the CompensationAdministrator has access to all employees in the plan).PERFORMANCE MANAGEMENT Inspirational Leadership Quotes by Simon Sinek. With UltiPro’s predictive and prescriptiveanalytics, not only can managers view retention risks and individuals with the potential tobecome high performers, but UltiPro suggests activities to help retain those individuals andConfidential – For Ultimate Software Customer Use OnlyPage 8 of 12
UltiPro 2016 Spring Release Highlightssupport their career paths. UltiPro’s Leadership Actions feature provides a library ofsuggested activities for managers to use when engaging those employees—across 16 differentcategories of engagement, such as tenure, collaboration, difficult conversations, and growthopportunities. Based on the manager’s category of focus, he or she will also see inspirationalmessages about effective leadership from best-selling author and thought leader, SimonSinek. This continues the transformation and evolution of performance management fromcontinuous feedback to coaching. These quotes combined with Leadership Actions provideinspiration, insight and words of wisdom to help make managers better leaders. Mobile Self-Review Capabilities. TheSpring Release delivers new mobilePerformance Management features sothat your people can easily respondto their reviews any time, any place.Once logged in to UltiPro Mobile,employees receive an alert whenaction is required by a certain dateon a review. From there, theperformance self-review experiencemirrors that of the portal. Anemployee views his/her goals and/orcompetencies on the ReviewSummary screen and then can clickthrough to see manager comments aswell as respond quickly by selecting arating for himself/herself and addingcomments.Confidential – For Ultimate Software Customer Use OnlyPage 9 of 12
UltiPro 2016 Spring Release HighlightsTIME AND LABORThe Spring Release delivers more robust and convenient timekeeping features that include:TIME MANAGEMENT Mobile Time-off Management. The Spring Release expands UltiPro Mobile for managers,making it quick and easy to approve or deny employee time-off requests on the go.oA new Your Team’s Time screen displays events that need a response, using the samecategories available in the UltiPro portal: all requests, new requests, modify pending,cancel pending, and history.oTo facilitate next steps, administrators and supervisors can also view the followingdetails on their mobile device: Comments from employees. Time-off balances (before and after approval comparisons). Alerts, which you can set up via Time Management preferences in the UltiProportal, so you know when, for example, more than three employees haveapproved time-off on the same day.To take advantage of these new capabilities, make sure UltiPro Mobile time-off is enabledand also grant access to certain user groups:1. In the UltiPro portal, go to UltiPro System Configuration Role Administration select role Web Access Rights, and select the Mobile Website checkboxes for specificuser-roles. Then, expand the Mobile Website section and select the Your Team’s Timecheckbox.Confidential – For Ultimate Software Customer Use OnlyPage 10 of 12
UltiPro 2016 Spring Release Highlights2. Next, in Time Management, go to Access Advanced Scheduler. Expand the Time-OffRequests section and select which access group – supervisor and/or administrator - canuse this mobile functionality by selecting the Manage time-off requests from mobiledevices checkbox.MOBILEThe Spring Release offers a more engaging UltiPro Mobile experience with expanded functionalitythat includes: Enhanced Mobile Employee Profile Features. Employees’ UltiPro Mobile experience getseven better with Spring Release enhancements to improve overall usability. The Your Profilescreen has a more contemporary look and feel, displays additional employee information,supports employee profile self-service, and respects workflow approvals if such processesare enabled on the UltiPro portal.What’s great is that employees can easily update their own Your Profile data on the go usinga mobile device, including:ooooo NameAddressPhone numberEmailSocial NetworksMobile Self-Review Capabilities. For Performance Management customers, the SpringRelease delivers new mobile features so your people can easily respond to their reviews anytime, any place. Once logged in to UltiPro Mobile, employees receive an alert when action isrequired by a certain date on a review. From there, the performance self-review experienceConfidential – For Ultimate Software Customer Use OnlyPage 11 of 12
UltiPro 2016 Spring Release Highlightsmirrors that of the portal. An employee views his/her goals and/or competencies on theReview Summary screen and then can click through to see manager comments as well asrespond quickly by selecting a rating for himself/herself and adding comments. Mobile Time-off Management. For managers using UltiPro Time Management, the SpringRelease expands UltiPro Mobile, making it quick and easy to approve or deny employee timeoff requests on the go.oA new Your Team’s Time screen displays events that need a response, using the samecategories available in the UltiPro portal: all requests, new requests, modify pending,cancel pending, and history.oTo facilitate next steps, administrators and supervisors can also view the followingdetails on their mobile device: Comments from employees. Time-off balances (before and after approval comparisons). Alerts, which you can set up via Time Management preferences in the UltiProportal, so you know when, for example, more than three employees haveapproved time-off on the same day.To take advantage of these new capabilities, make sure UltiPro Mobile time-off is enabledand also grant access to certain user groups:1. In the UltiPro portal, go to UltiPro System Configuration Role Administration select role Web Access Rights, and select the Mobile Website checkboxes for specificuser-roles. Then, expand the Mobile Website section and select the Your Team’s Timecheckbox.2. Next, in Time Management, go to Access Advanced Scheduler. Expand the Time-OffRequests section and select which access group – supervisor and/or administrator - canuse this mobile functionality by selecting the Manage time-off requests from mobiledevices checkbox.Confidential – For Ultimate Software Customer Use OnlyPage 12 of 12
release, please read the Release Notes available March 24, 2016 on the Customer Success Portal Library under Ultimate Software and UltiPro UltiPro Releases UltiPro 2016 Spring Release (v12.1.1) - Release Notes and Supporting Information. If necessary, additional tax updates will be
Confidential - For Ultimate Software Customer Use Only Page 3 of 12 UltiPro 2016 Spring Release Highlights INTRODUCTION With the UltiPro 2016 Spring Release (v12.1.1), Ultimate Software continues to deliver automated, flexible, and convenient UltiPro features that help you build an employee-centric environment within your organization.
Confidential - For Ultimate Software Customer Use Only Page 9 of 21 UltiPro 2015 Spring Release Highlights Enhanced Export Scheduling. You can now schedule exports on a biweekly or semimonthly basis under UltiPro Transfer Data Interfaces. For semimonthly exports, you select the specific days of the month the data exchange occurs.
Confidential - For Ultimate Software Customer Use Only Page 1 of 7 The UltiPro 2017 Spring Release (v12.2.1) delivers new and enhanced features to elevate employee engagement, simplify people and data management, and ensure compliance with the latest government and payroll tax requirements. This release expands UltiPro to help you improve
Ultimate Software/Ultipro, delivers the most flexible, comprehensive solutions for companies to strategically manage their HR, payroll, benefits, and talent management functions. The Ultipro web-based time and payroll software will help you keep track of your time worked, time off requests as well as enabling you to print pay stubs and tax
Ultipro Employee Life Event Guide- 10.2017 3 ULTIPRO EMPLOYEE GUIDE - LIFE EVENTS BENEFIT ENROLLMENT FOR NEW HIRE, PROMOTION, AND CHARITABLE DONATIONS LOG INTO EMPLOYEE SELF SERVICE StepActionImage 4 Hover over MYSELF to reveal your available options. Select Life Events. Once you select this link, you will see the Life
your focal contact is, go to the Customer Success Portal to verify this information and change or update any other account details. RELEASE NOTES For complete details on the new features, enhancements, and functionality changes included in this release, Ultimate recommends you review the Release Notes, available September 29, 2016.
who your focal contact is, go to the Customer Success Portal to verify this information and also change or update any other account details. RELEASE NOTES For complete details on the enhancements and functionality changes included in this release, Ultimate recommends you review the Release Notes, available April 9, 2015.
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