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Dynamics Payroll Inspector (DPI) Release Notes Release Notes for 08/27/2018
Compliance – Leave
• A new sick leave ordinance has been added to DPI to track sick leave for Seattle,
Washington employees and recommend changes to employee sick time-off.
Release Notes for 06/25/2018
Compliance – Tax
• For Oregon, as of July 1, 2018, the Oregon Transit Tax impacts wages of Oregon
residents (regardless of where the work is performed) and wages of nonresidents who
perform services in Oregon.
Release Notes for 06/4/2018
Compliance – Leave
• For New Jersey, as of October 29, 2018, each employer shall provide earned sick leave
to each employee for every 30 hours worked the employee shall accrue one hour of
paid earned sick leave.
• For Austin City, Texas, as of October 1, 2018, an employer with more than 5 employees
must grant each employee one hour of earned sick time for every 30 hours worked at
commencement of employment. Earned sick leave will care over to the next calendar
year. The maximum amount of sick time hours allotted to an employee during the
course of the year are as follows:
o Small employer: 48 hours
o Medium/Large employer: 64 hours
• For New York City, as of June 4, 2018, their paid sick/safe leave has been amended.
• For Maryland, as of February 11, 2018, employers who have 15 or more employees are
required to provide paid earned safe and sick leave. Employers with fewer than 15
employees are required to provide unpaid earned safe and sick leave.
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ACA Employee Coverage Tracker
• Screen modified to pull the employee auto-offers correctly in all locations of DPI when a
plan offering cost has been changed mid-year.
Sick Leave Tracker
• Multiple rules can be added to a single work location, but only one location is
functionally supported.
Release Notes for 04/2/2018
Indiana Local Taxes
• Support has been added for new laws regarding Indiana local taxes. The logic around
the new laws is based on the employee's address as January first of the current year.
• Since there is not a concept of address history in GP, DPI will now log each time there
is an address charge regarding an Indiana address. All employees who have a record of
an Indiana address for the current year will be evaluated against the Indiana compliance
logic.
• Logs for Indiana addresses will record the employee ID, home address, and
date/timestamp in the GS_IndianaHomeAddressHistory table.
• In instances when the history has not been established, such as with new DPI
implementations or new employees, an alternate employee address can be provided
using the Employee Address Override.
Employee Address Override
• GP currently supports a single address per employee which is often used to store the
employee's mailing address. However, when it comes to identifying local taxes, an
alternate address is sometimes required, such as when the employee's mailing address
is a P.O. Box.
• DPI now accepts an alternate address through a new feature called Employee Address
Override. This feature is accessible from DPI --> Settings --> Tax Code Identification -->
Employee Address Override.
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• The Employee Address Override screen provides a list of employee addresses that
have been captured from GP. If the override checkbox is selected, the row will expand
to display fields where an alternate address can be supplied.
• The alternate address is only used Geocoding purposes in DPI, and only when the
Override checkbox is selected. The alternate address data will not be pushed back to
GP.
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Release Notes for 12/15/2017
ACA Health Insurance Coverage Tracker
• The tracker will now evaluate the coverage affordability using the affordability threshold
and poverty line associated with the plan year, instead of the calendar year. The plan
year will be determined using the plan start date.
• A new Excel exported report, Employee-Dependent Coverage Report, has been added.
The report provides ACA coverage information, by month, for employees and
dependents.
Payroll Inspector Audit Log
• When the ACA Full Time Status tracker Company Settings is configured to store each
employee’s Full-Time Determination in GP, there will be an entry in the Audit Log each
time new information is sent to GP.
Employee Tax Code Validation
• The following State Reciprocity Agreements have been added: Illinois and Iowa, Illinois
and Wisconsin, and Kentucky and Illinois.
• Error messages have been updated to convey more meaningful information to users.
• All error messages will now include Batch ID and Work Record ID, making it easier to
reference specific problem records.
Employee Address Tracker
• Employee ID has been added to the Employee Address Validation Results screen.
Work Locations
• Resolved a bug where manually edited work locations were being included in the issue
count. The issue count listed in the right-side panel of the application will now match the
issue count shown on the Geocoder screen.
• A dropdown list has been added so users can choose to view: All Locations, Locations
with Issues, or Manually Updated Locations.
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Release Notes for 11/22/2017
Release Notes
• Any significant updates to this product are now available in the form of release notes.
Release Notes for 10/10/2017
ACA 2017 Compliance Updates
• Updated the logic used for determining affordability to use the 2017 Federal Poverty
Line as part of the Safe Harbor calculation.
o The 2017 Federal Poverty Line is $12,060.00.
o The employee only coverage level employee cost must not be more that 9.69%
of the Federal Poverty Line per month.
• Replaced 2016 references with 2017 references within explanation modals.
Employee Tax Code Validation Settings
• Updated link for Form 42A809 associated with Kentucky Certificate of Residence to:
https://revenue.ky.gov/Forms/42A809.pdf
Address Verification widget
• Updated the Country Code link within the Address Verification results to:
https://www.irs.gov/e-file-providers/foreign-country-code-listing-for-modernized-e-file
Geocoder
• When an employee works in PA but lives in another state, that does not have reciprocity
to PA, then tax is applied to them as non-PA resident.
• When an employee works in PA but lives in another state, that does have reciprocity to
PA, then the Geocoder will only apply the state tax.
Clearing Cache across Multiple Databases
• Users can now clear cache from multiple databases at once, eliminating the need to
switch between databases.
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Employee Locals Report
• Updated the ‘In Current Payrun’ column heading to provide a clearer understanding of
the data contained within the report, updating that column to ‘Code Used in Current
Payrun’.
Geocoder
• When an error can be remedied by the user, DPI will display contextual, more useful
public error messaging.
Release Notes for 6/30/2017
Employees’ Sick Leave widget
• New eligibility rules were added to support the requirements of the new AZ Paid Sick
Leave law.
Full-Time Status Report
• Added ‘Division’ and ‘Inactive’ fields as new columns to the ACA Full-Time Status
Results report.
• If CurrentFullTimeStatusValue is not FullTime then ‘CoverageMustBeOfferedBy’ will
display as null/blank.
• Full-Time Status column values:
o If ‘Unknown’ due to the employee being a new hire and display as Unknown -
New Hire.
o Otherwise, other situations maintain a status of just ‘Unknown’
ACA Coverage Report
• Added ‘EmployeeClass’, ‘Division’, ‘Department’, ‘Hire Date’, ‘Adjusted Hire Date’, ‘Last
Day Worked’, and ‘Inactive Date’ to the Coverage Verification Results report.
• Full-Time Status column values:
o If ‘Unknown’ due to the employee being a new hire and display as Unknown -
New Hire.
o Otherwise, other situations maintain a status of just ‘Unknown’
Release Notes for 5/9/2017
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Work Locations
• Added pagination to the results grid
• Added an “All” checkbox to select/deselect all results
• Added a checkbox to filter results to only display locations with issues
• Added a search box to filter the results based on text input
Release Notes for 3/28/2017
SSNV and Address Verification widgets
• Added a search box to the Employee Address Resolution screen
• Added a search box to the SSNV results grid
• Added a filter drop down list to the SSNV results grid
Work Location Jurisdictions
• Added a delete option (X button) that allows the user to remove a state, city, or local
level code.
Tax Mapping
• A bug was corrected that was affecting the sorting of the grid
Tax Code Identification
• The Tax Identification setting on the main navigation screen is now hidden when the
client does not have the ‘Tax Rates’ widget package.
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2016 ACA Widgets Redesign Guide
Release Notes for 12/30/2016
ACA Coverage widget
• Added support and logic determination for new 1095-C Line 14 codes 1J and 1K.
o New setting added within the Plan Group Setup (step 2) to indicate a spousal offer of
coverage as conditional.
▪ This new setting will only display if a selected plan within the plan group is set
as a coverage level including a spouse (Employee + Spouse and Employee +
Family).
▪ Additional IRS documentation accessible for further explanation on new
codes 1J and 1K by clicking “Conditional Offer of Spousal Coverage”.
o If applicable, the new code 1J or 1K is now supported to display within the
employee’s 1095-C Part II section of their coverage details and will be populated on
an employee’s 1095-C form once imported to the Year-End Forms portal.
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• Added a setting for those using Dynamics GP 2013 or higher to choose to pull
dependent coverage information as set up through the Health Ins. Coverage indicator
on the Dependents Card rather than the defaulted Advanced HR module.\
o Any previous edits made to Dependents/Covered Individuals will be
maintained if this setting is changed.
• Within the Edit Covered Individual screen, there is now a Refresh from GP button in the
upper right-hand corner of the enrolled Coverage Dates section. Refreshing this
Covered Individual’s coverage information from GP will remove any manual edits that
have been made and revert back to pulling coverage information from the selected GP
source.
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System Tray Access/Menu
• Aggregate ALE Group members now have an option to upload data for all members
included in the Aggregated ALE Group and their employees for troubleshooting
purposes.
o Note: This is typically used as a support tool when working with a Greenshades
support representative.
Release Notes for 11/23/2016
ACA Full-Time Status and Coverage widgets
• The Affordable Care Act modules have been redesigned to enhance compliance and
improve the user experience. Based on valuable user feedback, the settings and results
workflows have been streamlined, restructured to present key information that users are
looking for, controlling data inputs for 1095-C report generation, and exporting
customized reports.
• As an overall enhancement across the product, helpful links providing additional IRS
documentation, reference, or scenarios have been included. Wherever the user runs
across verbiage in blue or a question mark icon, click for more details pertaining to the
item and/or an IRS documentation link for additional information.
• Please download and review the guide below to familiarize yourself with the changes.
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ACA Widgets Redesign Guide
Geocoder/Tax Code widget
• Added setting to designate which tax codes you would like the Geocoder to recommend
suggestions for.
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Release Notes for 8/4/2016
ACA Full-Time Status Settings:
• Added column structure to the pay codes selection grid for Pay Code, Description, and
Pay Type. There is now also filtering and check/uncheck all functionality.
• Added a setting to indicate if your company supports mileage- or piecework-based
employees through paycodes in GP. Checking/Enabling this setting will display two
additional columns in the paycodes selection grid. The admin will then be able to select
which paycodes in GP are piecework and enter the pieces per hour conversion to be
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used in calculating hours for an employee with this pay code.
ACA Coverage widget
• Added a new “Company Settings” section to the settings page, which include two new
settings:
1. Ability to set a number of days that your company offers coverage after hire
before it is required by ACA at the end of an employee’s Limited Non-
Assessment period. By default, Payroll Inspector considers a new employee’s
first full 3 months of employment as their Limited Non-Assessment period, which
indicates as a 2D on Line 16 of their 1095-C; however, if you offer coverage
before that 90-day requirement enter within this setting to override code 2D with
the applicable coverage code for those months. Includes a link out explanation
window for Limited Non-Assessment Period for further details.
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2. Ability to set the date that is used to determine when an employee’s Coverage
End Date should be.
o By default, Payroll Inspector uses the Last Day Worked field from GP;
however, we have expanded the options to include Inactive/Terminated Date
from GP or extend to the last day of the month following Inactive/Termination
date.
o This will help to more accurately determine Line 16 codes for your employees’
1095-C forms.
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• Within results, Line 14 and 16 are now links that link out to explanation windows with a
breakdown of what each code means.
Release Notes for 6/8/2016
Main DPI Display Navigation
• Admins will now can cancel inspecting per widget while it is in the process of running.
When a widget is in a “Run” state, a new “Stop” button will display within the widget in
the upper right-hand corner where the play, reports, and settings icons usually display.
Cancelling inspecting will return the widget to previous results, if available. If an admin
chooses to switch companies while a widget is currently inspecting, either through the
Company DDL on the main display or through the Application -> Change Connection, a
confirmation screen will display and if the admin continues with the switch, the widget
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will cancel inspecting and return to previous results, if available.
System Tray Access/Menu
• Added the ability for an admin to “Check for Updates” and apply manually, if found. The date and time
of the last update will always be displayed in the upper left-hand corner of the window. If updates are
found and the admin choose to Launch Updater to apply those updates, DPI will automatically restart
once the updates have been successfully applied. If there are no updates found, Payroll Inspector is up-
to-date with all releases and the admin may reference this Changelist for the latest released product
updates.
Geocoder
• Added the ability for an admin to have granular control over updating single
results/suggestions per employee.
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Work Locations
• There is now an option within Work Locations/Geocoding setup for "No Jurisdiction"
value. This will allow users to select a blank field when they do not agree with the
geocoder recommendation or believe there not to be a jurisdiction for the given code.
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ACA Coverage Settings:
• Admins may now set up and manage monthly historical costs for the Employee Only cost that may change or require adjustments over time or with each benefit/plan period. This Monthly Employee Only cost, which is associated to other coverage level plans within this same Code Mapping setup, is used when calculating affordability for each employee. Each Employee Only level plan will now have a “Manage” button to access the setup for the historical costs for that particular deduction code. Click here for a more thorough walkthrough for this new setting and its intended functionality.
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Address Verification Settings
• Added a setting to the Address Verification widget to allow users to ignore ZIP+4 results
as a warning if they only submit a 5-digit ZIP code.
Employees’ Sick Leave widget
• Added support for the new Minimum PTO/Sick Leave laws that have gone into effect
since 7/1/15.
• Newly Supported Minimum PTO/Sick Leave Laws:
o California: Emeryville, CA Los Angeles, CA – Effective 7/1/16 Santa Monica, CA
o New Jersey: Elizabeth, NJ New Brunswick, NJ
o Oregon: State Law
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o Maryland: Montgomery County, MD
o Washington: SeaTac, WA – This law is ONLY for employers in the Transportation and Hospitality industries in SeaTac. Tacoma, WA
Release Notes for 4/7/2016
Main DPI Display Navigation
• Admins may now switch between companies/databases from the main DPI navigation
screen. The current connected company will be displayed in the upper right-hand corner
and by clicking the down-arrow, may access the other companies contained within the
same server. An admin must have permissions in order to access a particular company
and will be prompted to enter credentials if the current are not a match.
ACA Full-Time Status widget
• Added a setting to classify a company as an Educational Institutional. If “Yes” is
selected, the tracker will follow the 26-week break-in-service rule, which will recognize
the longer break-in-service for those employees and not classify them as a new hire
following summer breaks.
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ACA Coverage widget
• Updated the 2016 Federal Poverty Line thresholds for the Federal Poverty Line Safe
Harbor setup for the 2016 calendar year within the Affordability setup.
2016 Federal Poverty Line = $11,880
% threshold must be no more than 9.66% of the Federal Poverty Line per month
($95.63) to be considered affordable when claiming the Federal Poverty Line Safe
Harbor.
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Release Notes for 3/3/2016
ACA Coverage widget
• Added a setting to indicate whether you support 48 weekly/24 biweekly or 52 weekly/26 biweekly deductions per year.
• Split out Historical Coverages from Current Coverages on the individual employee
coverage breakdown screen. Historical Coverages will now display below the Current
Coverage section within the same scroll window.
Proxy Setup
• Added the ability to setup a Proxy if DPI is unable to launch. This functionality will
validate the proxy info before saving it. This new setup is a link within the change
connection window.
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Data Upload
• When working with a Greenshades support technician, you may be asked to provide a
data upload to assist in resolving an issue. We have added the ability to only upload the
necessary employee data, if all information is not needed.
Release Notes for 12/17/2015
All DPI widgets Advanced Settings
• Added select/deselect all functionality and search within the Inspection Filters advanced
setting.
DPI Settings Application
• Added the date of the Last Automatic Update within the About section of the Application
settings page. This will reflect the last automatic update that was released for the
product due to new development, feature enhancements, or bug fixes.
• A new link is now available for users to “View DPI Changelist”, which will include all
major release information and updates to the product.
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ACA Coverage widget
• Added a new setting to allow users to choose which year to display results for, either
current year or previous year. This will be particularly useful when users will be working
with previous year data for year-end submission in a new year.
• Added a checkbox to indicate a plan as Self-Insured to the Code Mapping section.
o Employee Only coverage levels indicated as self-insured will mark corresponding
Employee+ plans as self-insured as well.
o If a plan is indicated as self-insured:
▪ Any non-full-time employees who have been offered and enrolled in the
self-insured coverage will be included in the results through a new filtering
option.
▪ Part III for Covered Individuals is required on the employees’ 1095-C form,
therefore all dependents associated to the employee will be imported to
YEF for reporting purposes.
• The code that will be reported on Line 14 and Line 16, based on calculations within DPI,
will now be displayed within the Monthly Breakdown grid of the results page for each
employee.
o Line 14: 1A-1I
o Line 16: 2A-2I, if applicable
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• Added support to determine coverage based on Benefits codes when no Deduction
Codes exist, particularly in $0 employee contribution situations.
o A requirement of using this method is to have a Master Deduction Code set up
within GP.
Release Notes for 11/17/2015
DPI Startup
• A new loading screen will appear whenever DPI is opened, started, or connection
changed while the data is loading and preparing for launch.
ACA Eligibility/Full-Time Status widget
• The name/title and corresponding results language of the Eligibility widget has been
updated to “Affordable Care Act Full-Time Status”.
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o There have been no changes to the functionality or calculations of this widget,
simply the name of it.
• Settings: Added “Employment Type” as an option for automatically classifying new hires
as full-time upon hire.
• Results: Added support for handling variable employees who transition to full-time
during their initial measurement period.
ACA Coverage widget
• Added a new setup within the setting for Safe Harbor Affordability Groups. Similar to the
measurement group setup, users will be able to set up different affordability groups with
different safe harbors for groups of employees. This will be used to calculate
affordability and generate the line 16 code to populate on the employee’s 1095-C form,
if applicable.
o Definitions, restrictions, and calculations for each Safe Harbor is available within
the setup screen.
o Initially, all employees will be included in a Federal W-2 Wages Safe Harbor
group for calculation.
o If an employee is not included in any Safe Harbor Affordability Group, their
affordability will be calculated using the Federal Poverty Line Safe Harbor.
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o If the company is a member of an Aggregated ALE Group, the setup will be
inclusive of employees within the Aggregated ALE Group.
• Added ? icon within the Code Mapping section to give the user beneficial explanation of
the information that is requested within this section.
• Dependents Setup Screen: Added the ability to Edit and Remove a Dependent, as well
as enter Coverage Start and End dates for the dependents, independent of the
employee’s coverage start/end dates.
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Release Notes for 9/9/2015
All DPI widgets
• Removed the right-navigation pane Reports access and added a Reports page to each
individual widget accessible through a new icon. Each widget’s reports will be specific to
the most recent results ran. Any existing reports were simply moved under their
appropriate widget.
• DPI will now store the results of the most recent run for each widget (if allowed within
the settings), which will be used to create and display reports within rerunning the
widget and so results will not be lost if DPI is closed.
Employees’ Sick Leave widget
• Added advanced filtering functionality to the Work Locations/Local Codes setup grid.
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Release Notes for 7/22/2015
ACA Eligibility widget
• Added support for setting up Aggregated ALE Groups to calculate employees’
aggregate hours and wages for determining full-time status (eligibility) and affordability
for ACA purposes.
o If a company is added as a member of an Aggregated ALE Group within the
DPI setup, their results will display employees’ aggregated data and there will
be new filtering options to view as the individual company or the entire
Aggregated ALE Group.
o An admin must have access to all companies within the Aggregated ALE
Group in order to run and view results for ACA Eligibility and Coverage or
they will receive an error.
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• Added support for the “Adjusted Hire Date” and “Nearest 1st of Month to Adjusted Hire
Date” to select when the initial measurement period should start for new hires.
Employees’ Sick Leave widget
• Updated compliance related functionality for eligibility and hours used in accrual
calculations.
Release Notes for 6/11/2015
Employees’ Sick Leave widget
• Added support for all current Minimum PTO/Sick Leave laws that are in effect and plan
to go in effect within the next 6 months.
• Supported Minimum PTO/Sick Leave Laws:
California:
State Law
Oakland
San Diego
San Francisco
Connecticut:
State Law
District of
Columbia:
Washington D.C.
Massachusetts:
State Law
New Jersey:
Bloomfield
East Orange
Irvington
Jersey City
Montclair
Newark
Passaic
Paterson
Trenton
New York:
New York City
Oregon:
Eugene
Portland
Pennsylvania:
Philadelphia
Washington:
Seattle
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• Updated the UI and functionality of this widget for a better client experience and
accommodate requested client features.
• If the time off code chosen to update GP with suggested changes does not exist
for the given employee, the time off code will be created and apply the house to
that code for the employee.
• Hours worked will now be associated to the work location in which the hours
were worked. This will designate hours worked in specific work location to
properly assign hours worked for the sick leave jurisdictions.
Tax Code Identification Setting Other Taxes
• Added support for the NY Metro Commuter tax and NY Disability Employee
Contribution.
• Employer Contribution Codes will now allow for benefit code support, rather than
only as deductions.
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Release Notes for 4/23/2015
All DPI widgets’ Advanced Settings
• Added advanced filtering options that will allow the user to select which
employees to inspect for each widget. This will produce more relevant results
and reduce the amount of time it takes for the widget to run.
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• Clients will now have the option to reset Cached Results, Ignored Results, or
both, when necessary, through the new Advanced Settings feature for each
widget.
ACA Eligibility widget
• Settings: Added support for the “Nearest First of Month” to select when the initial
measurement period should start for new hires. Users now have the option
between employee hire date or nearest first of month.
Employees’ Tax Code widget
• Rather than erroring when Uncertain Results are found, we have added the
functionality to allow the user to select the correct tax code.
• Added search functionality and the employee’s ID to the results page.
• Removed the map from the Results Details.