Add a column to usage summary table indicating if the usage was successfully reported
Update Stripe/ADP usage calculation and save to DB when successful

New Connections

Set up Market Dimensions Inc - Apex
Add HireLevel HCM as payroll provider - (isolved network partner)
Set up Hunter Payroll Systems - (Apex)
Set up ABG Houston recordkeeper

Minor Features and Fixes

Onboarding invite form - rename first field "plan name" -> "employer name"
Standardize Onboarding Bulk Invite screen with invite form
Support INTRN as employment type for paylocity
Add Secure5 pod to CS3 UKG Reseller

9/16/25

Major Features

Run compliance report - Select entire year date ranges, like run backfill
Plan Sponsor Admin now able to invite other plan sponsor admins

New Connections

Set Up ClearPalm Inc (Apex)
add EBM as a recordkeeper (bswift reseller)
Add Quintes as TPE with SFTP

Minor Features and Fixes

Separate Employee First and Last Name on Loan Table
Bulk inviter now has Recordkeeper Specifc PlanId Validator

9/3/25

Major Features

ADP Marketplace : Usage based metrics
PubAPI - POST create Plan

New Connections

Setup CS3 Technology (UKG Ready Reseller)

Minor Features and Fixes

Erisa Services TPE (not the RK) year end census report

8/26/25

Major Features:

Allow Searching Deduction Updates Table with Employee Name
Paychex payroll one time fee applied

Minor Features and Fixes:

Error Response Logic improved for Bulk invite Endpoint
Store final usage counts in payroll summary table
Make StripeSubscription ID field nullable on billing settings

8/19/25

Major Features

TPA's, PSA's, and RKA's now able to access Division and Plan level delivery configs
PubAPI - GET Plan by Id - BETA
PubAPI - PATCH update Plan - BETA
Onboarding invite link expires immediately - send new email on click
Onboarding Invite - change expired token screen text

New Connections

Add 360 Simplicity (isolved network partner)
Add Payroll Vault (isolved network partner)
Add Paper Trails Payroll (isolved network partner)
Add Paywerx (isolved network partner)

Minor Features and Fixes

Quick Onboarding - Plan name with underscore no longer cause onboarding to fail
UI tables no longer showing "null" as a string instead of empty
Create "API User Plan Invite Test" role

8/12/25

Major Features

Allow individual users to reuse payment methods
Change Paychex PAYROLL to “Paychex Flex” - name and logo
Onboarding Invite form - Validate Employer Contact Email field

New Connections

New TPA setup - InWest Retirement Solutions

8/5/25

Major Features

Billing Criteria Logical Change
- The total number of unique SSN that appear across all output files generated for the division in their billing period (month).
Add Miter to Quick Onboarding
Rename Eligibility Module to 'Employee Filtering'
Plan Sponsor Level Data Delivery Setting Page (with current settings summary!)

New Connections

Set Up Performance Pay (Apex)
Pinkerton Payroll & Insurance - UKG Ready Reseller

Spec Changes

Update Default Compliance Report Spec - Add QACA to SafeHarbor

Minor Features and Fixes

TPA's now able to see Users and User reservations for their TPE and connected plans

8/1/25 (Hotfix)

Minor Features and Fixes

Changed "contact email" on the onboarding invite form to "employer contact email" with hint text

7/22/25

Major Feature

Extra fee for Paylocity plan set up since March 1st, 2025
Quick Onboarding - Quickbooks verifier fixed

New Connections

Setup HigherUp HCM - isolved Network Partner
PayNW - UKG Reseller
Add RKL LLP as payroll provider - isolved network partner
Add YPD HCM - isolved network partner
Setup RK - Team Care Dental

Minor Features and Fixes

Add Browser alert popup when navigating away from stripe billing screen without saving
Move output formatbuilder's annual salary calculation logic to a shareable file
Add UUID v7 to plan sponsor table based on created_at
Apply invoice rendering template during customer creation
Add required Loan Offset config to RK config
Adjust reporting queries for new price tiers
Fix Formatting / Linter Issues with Claude Code
Enhance Claude Code's Own Documentation
Upgrade Stripe JS sdk
Public API Database cleanup
Incorrect Naming for Back Button Method Onboarding

7/8/25

Major Features

Public API Authentication endpoints
Bulk Plan Onboarding Invite button in UI
Released new pricing tiers for standard 360 Product

New Connections

Add Optum Bank as TPE with SFTP
Add Flores as TPE with SFTP
Setup 360 integration for Guideline (BETA)

Minor Features and Fixes

TPA users should be able to invite TPA users
TPA's should be able to run payroll

7/3/25

Minor Features and Fixes

iSolved loan fix
SFRP Onboarding Improvements

7/1/25 (Hotfix)

Minor Features and Fixes

Updated pricing tiers for core "360" product in Stripe and UI

6/26/25

Minor Features and Fixes

Sentry -- Default to test mode on for all new divisions
Add QNEC bucket for PCS

6/24/25

Major Features

Implement Division level toggle for moving loan effective date
Implement moving loan effective date back 6 days
Empower deferral updates have effective date change option
Create Stripe Subscription After Checkout!

New Connections

Set up Guideline as a Recordkeeper (180 only) [BETA]
Set up Ludt Payroll (Apex)
Set Up iPay Solutions (Apex)
Setup Adirondack Payroll Services (Apex)

6/10/25

New Connections

Contempo HCM (iSolved)

Minor Features and Fixes

Add dependency injection to public api code
Division Dashboard - Pending Tasks buttons are still interactable while approving the division
Division Dashboard - 'Approve division' button present when division is inactive

6/5/25

Minor Features and Fixes

Turn on Legacy billing for On-Time Payroll (Apex)

5/28/25

Major Features

Auto delivered TPE output now shows on payroll file delivery details modal
Add confirmation popup when closing onboarding on "Almost There!" screen

New Connections

Fulton Bank - New Recordkeeper
Checkmate HCM - UKG Ready Reseller
PayFWDs - UKG Ready Reseller
7 Simple Machines / Dynamis - new TPE (SFTP in progress)

Minor Features and Fixes

TPA management screen - tpa plan id edit-able
Email addresses in div settings helper text
Update the TPA payroll file download link text in the UI
Division Table - Remove notice about "Finish Setup" being moved
Allow Decrypt and Encrypt Arguments with CheckSFTPConnection lambda
Miter - Include prevailing wage contributions

5/22/25

Minor Features and Fixes

Paychex RK default testing mode
Workday Connection Management Settings now show only on the correct page
iSolved rate limiting
American Funds loan id aggregation
External onboarding supports new data when restarting flow

5/15/25

Minor Features and Fixes

Removed ALL usage type for Run and WFN
TPA plan sponsor page fix
Left '0' padding for short SSNs when uploading SSN filters and loan mappings

5/13/25

Major Features

Re-enabled future dated deduction updates
Plan Sponsor Bulk Delivery Settings page
New code mapping suggestions

New Connections

Sentry SFTP and PGP
Tolu Payroll and Horizon Payroll (Apex)
Workplace HCM and PayPlus (iSolved)

Minor Features and Fixes

Division table search by payroll platform identifiers
Miter Union Code and Location Id support
WFN deduction state sync improvements
Seniority Date for Principal
John Hancock Earnings renamed
VermontSaves state code change
Optional deferral amount support on CSV payroll platforms (Paycom, legacy UKG, etc.)

5/8/25

Major Features

Code Mapping UI now allows mapping codes with the same name to the same bucket and usage type!

Minor Features and Fixes

Schwab compliance format fix

4/29/25

Major Features

TPE delivery configuration settings on division level
Plan Settings - New TPA Connection Management tab

New Connections

Setup Sentry as Recordkeeper (sftp pending)
AON PEP fully setup

Minor Features and Fixes

Add a division code supplemental field for AON Voya
Make Workday API URLs drop-down selectable
Add supportedProducts to recordkeeper and payroll platform APIs
Deliver test files to Transamerica Large Market
Hide UKG Pro aka UltiPro
Create division flow is fixed required field
Setup Paychex401k to use new Stripe Product

4/15/25

Major Features

Set up TRA SFTP delivery
Add UKG Reseller Support
Payroll Platform and Recordkeeper List public API
Add support for Principal Post-Tax Updates

New Connections

Add 3 new VSS (Vestwell State Services) as recordkeepers
Set Up Baron Payroll - UKG Ready Reseller
Set-Up B2E Solutions - UKG Ready Reseller
Setup UKG Rabco Payroll - UKG Ready Reseller
Setup Kabel - isolved
Set up Accurate Pay Systems - Apex
Set Up CAVU HCM Hidden Platforms - Apex
Set up TP Payroll - Apex
Set up Sentinel Admin TPA
Add Prod Credentials to AON PEP

Spec Changes

Ascensus client specific columns need to be earning or deduction
Add QACA buckets for Pencorp
Employee filtering update for John Hancock

Minor Features and Fixes

TPA admin can now save EIN for division they manage
Eligibility module hides unsupported options
Get ADP payroll details - add filter for new payroll only
Autofill Principal Contract Number in New Onboarding
Set up Public API gateway infrastructure
Empower API - Auth Setup
Add some extra padding to Eligibility screen
Convert payroll platform configs to use function generation approach
Plan Sponsor Record Keeper Migration Script
Don't deliver test files to SFTP for TruStage
Add "Copy link address" icon for paylocity connection link - SA and RKAs only
Add missing UKG Ready pod name
No error toast shown when Plan ID is already in use

4/1/25

New Connections

Paychex Retirement Services
Stax.AI TPA connect
Set Up Absolute Wages - Apex
Set up ABS Payroll - Apex
Set up Three Pillars Bookkeeping - Apex
Set up Entrust Payroll Solutions - Apex
Add Payday Employer Solutions - isolved

Minor Features & Fixes

Hide Stripe Billing Screen for WORX Payroll
Hide Stripe Billing for Quartermaster Payroll Services
Update UI Text for Code Mapping Usage
Change "Running" badge color on Payroll Activity table to "info" \(blue\)
Vestwell x ADP Marketplace special edition
Hide eligibility module tab for Paychex RK plans
Change support email links to https://help.payrollintegrations.com/submit-request
Paycode Mapper - New, unmapped codes prevent saving code mappings
User Management Table Should Sort A-Z
Error/Success notifications appear behind modals
Enable TestMode delivery for Paychex Recordkeeper

3/18/25

Major Features

SFTP File delivery for TPAs
- Starting with Stax.AI and FuturePlan
Enable TPA driven Embedded Onboarding for Stax.AI
New role - Plan Billing Admin
- Fewer permissions that Plan Sponsor Admin
Paylocity added to Quick Onboarding Flow

New Connections

Add The Standard as a Recordkeeper
Set up Employee Payment Solutions - Apex
Add Press Gold Group - Apex
Set up EWH Small Business Accounting - iSolved
Setup FuturePlan TPE with per payroll output spec
Point DBZ recordkeeper payroll file delivery to PensionPro's SFTP Server

Minor Features & Fixes

Division Detail Dashboard improvements:
- Add Payroll Platform’s "Connection Status" field to Division Detail Page
- and "Check Connection" button under Connection Status field
- Port Paychex pending connection action buttons to Division Detail Dash
- Division Dashboard - Move 'Approve Division' button to Pending Tasks
- Employee SSN - Include/Exclude CSV upload modal rework
Migrate SFRP Users to Plan Billing Admin
Error and Failure Filter on Payroll Table
Adopt In&Out Code Mapping for Paylocity
Add "confirm recordkeeper" step to quick onboarding
Stop sending various error emails to users that can't fix it
Set up PensionPro SFTP server for delivery
Disable rerun button for invalidated payrolls
Remove "View Recordkeeper" permission from Plan Billing Admin
Make download current loan mappings available to RK admins & PS admins
Improve progress display during ADP onboarding division creation
Add Loading Spinner when verify division is called on Division Dash
Move Platform Connection buttons to the Pending Tasks card
Plan Sponsor Status Column - remove sort

3/4/25

Major Features

Deprecated the ‘Finish Setup’ Modal!

New Connections

Setup CTR Payroll & HR - isolved
Setup PayPro HCS - isolved
Set up Stax.ai as a TPE

Minor Features & Fixes

Replace Finish Setup button with "Edit Division" button
Plan Settings page now shows all connected TPA Ids
Add "Connect to Quickbooks/Paychex" buttons to detail view
Add "Connect to Quickbooks" to division dashboard actions
Add Sync Deferrals button to division detail view
Allow TPE driven embedded onboarding
Port finish setup check marks to be 'action items' on detail dash
Add plan Id to the Division Dashboard Details panel

2/25/25

Major Feature

Add ADP Group Code support to Quick Onboarding
Add ADP to SFRP onboarding

New Connections

Paychex 401k Recordkeeper
UKG Ready 180
Workday 180
Add Commonwealth Payroll - iSolved

Minor Features & Fixes

Implement better system for overriding Match codes
Manage integration supplemental data in plan sponsor settings tab
Add payroll platform integration verification for ADP
Link to UKG Ready UI onboarding instructions
Paychex RK - test mode setup
Set up SFRP code automapping for ADP in quick onboarding

2/18/25

Major Features

User access reporting

New Connections

Set up Gem Payroll - Apex
Set up FocusPay Solutions - Apex
Set up Hometown Payroll Solutions - Apex
Set up Apollo Payroll - Apex
WORX Payroll - iSolved

Minor Features & Fixes

Payroll Mappings Accordian - Allow multiple open buckets
Workday Client Secrets Ingesting - UI Flow
Create query to export user access related events - filter by record keeper
Enable test SFTP and PGP encryption-decryption for AON PEP
Integration Connection Client Credential API Flow
Update to Tailwind v4
Consolidate description & error text in forms
Create new recordkeeper select control
Change AON PEP's payroll delivery to correctly deliver test mode and prod mode differently

2/4/25

Major Features

Payroll & backfill processing performance improvements (roughly 2-10x faster, maybe more)
Overall database performance improvements (overall small app performance speed improvements)

Minor Features & Fixes

AON PEP Recordkeeper is now available (waiting on SFTP credentials still)
Turn on Stripe for ERISA recordkeeper
Turn on Stripe for BEON recordkeeper

1/21/25

Major Features

Allow resuming partially complete quick onboarding
Create plan-sponsor level settings tab
Apex - Filter Contractors via Employee Eligibility

New Connections

Setup Slavic401k as Recordkeeper
Set Up Pencorp as Recordkeeper
Set Up Pacific Payroll Group (Apex)
Set Up Miami Payroll Center (Apex)

Minor Features & Fixes

Upgrade to PrimeNg v18
Onboarding UI has changed after PrimeNg/Angular/Tailwind migration
Change TPA display name/internal ID for "Qualified Retirement Plan Svcs Inc"
Update to Angular 19 & Typescript 5.6
Convert form PrimeFlex to Tailwind
Code mapping search displays all results on search
Renamed 'default' record keeper to display as 'Other Recordkeeper'
TPA list is now TPE list
External onboarding should be restartable
Accept Terms and Conditions Modal Starts Scrolled to Bottom
UI Issues fixed in Division Dashboard and Division Creation

1/7/25

Major Features

Hide Stripe billing for Human Elements \(isolved Network Partner payroll company\)
Enable Stripe billing for Evolve
Human Interest - Suppress employee lines without hours/comp on payroll output

New Connection Points

Set up Abacus Paysystems \(Apex\)
Set up Accurate Payroll NY \(Apex\)
Set up Gore Nitrogen \(Apex\)
Set up HRmonius \(Apex\)
Set up Metro Payroll \(Apex\)
Set Up Pioneer Payroll Solutions \(Apex\)
Set Up ProTPA as Recordkeeper
Add new State Recordkeeper \(VermontSaves\) for Vestwell State Auto-IRA Program
Set Up Charlotte Payroll \(Apex\)
Setup Paymedia \(isolved network partner\) as payroll company

Minor Features & Fixes

New England Payroll Name Change to New England Payroll Services instead of Solutions
Move Third Party Entity Table to User Menu
Deliver Transamerica Large Market files in test mode
Rename "Upcoming Activation Date" to "Activation Date" in plan sponsor table
Rename "Record Keeper" to "Recordkeeper" throughout the UI and fix capitalization
Update final onboarding screen text
Add timestamp to file names for John Hancock Enterprise