Release 163 Notes - May 2026

Inactivated Contribution Methods No Longer Display in BPM and Created New Metadata Form to Control Display Values

Previously, all contribution methods were displayed in Benefit Plan Manager (BPM) . Now, when you inactivate a contribution method in ClientSpace in the Benefit Plan Contribution Method Lookup Group (System Admin > Lookups > Manage Groups > Lookup Values), the inactive value no longer displays in the BPM Contribution Method lookup on the Summary tab (Manage Benefits > Benefits Summary > Group Summary > Summary). There is one exception: If the lookup value was made Inactive after it had already been used on an Offered Benefit Plan (OBP) in BPM, the lookup displays in the list as "read only" with the word "inactive" displayed next to it in parentheses. EX: Cafeteria Plan (inactive)

Additionally, a new metadata form named Benefit Plan Contribution Method Metadata has been added and linked to the Benefit Plan Contribution Method Lookup Details. This change adds a field named BPM Display Text to the Benefit Plan Contribution Method lookup details records. When this field is populated, BPM displays this value for the Contribution Method instead of the lookup Decode value.

Note: 

• The BPM Display Text fields for each contribution method Lookup Detail record have been populated with existing BPM values. You should notice no changes in previous functionality.

• ClientSpace OPBs will continue to display the Decode value which differs in some instances from the default BPM Display Text values. If you want the two values to match, you will need to set the BPM Display Text value to match the Decode value.

See:

• Configuring BPM Contribution Method List Display Values

• BPM General Configuration

• BPM Option 1: Reviewing, Selecting, and Approving Benefits With Prior Batch History

Added "Renewal Date" field to Benefits Batch Dataform and Search Dashboard and Exposed "Date Last Renewed" Column on Benefits Plan Search Dashboard

A Renewal Date field has been added to Benefits Batch dataform. The field is "read only" and is populated with the current date when you click the Renew link on the Action Center Workflow panel of the Benefits Batch. (The Renew link configuration was updated to set the date on the renewed batch if the Renewal Date field is blank.)

Additionally, Benefits Batch Search and Benefits Plan dashboards have been updated to display the renewal date fields as grid columns and in the More search as a date range search. On the Benefits Batch Search dashboard, the column name is Renewal Date (as previously mentioned). On the Benefits Plan dashboard, the column name is Date Last Renewed. The More search has also been updated on both dashboards to allow searching by a renewal date range.

See

• Renewing a Benefits Batch

• Renewing a Master Benefits Plan

Added Ability to Add Multiple Entities At Once to a Security Role

The Add Role Entities window accessed by clicking Add on the Security Role Entities dashboard is now a multi-selector window.

Previously, the Add Role Entities window contained a single drop-down field for selecting one entity at a time. The updated Add Role Entities window allows you to select, add and remove multiple security role entities at once.

See Administering Role Security.

Disabled PII Fields in Global Search Index and Removed PII Fields from Global Search Results "Replace Fields" List

The following dataform fields were disabled in the Global Search Index (i.e., the Index checkbox now appears dimmed or "grayed out"). The fields have also been removed from the Global Search Results list of "replace fields". This was done to prevent users from seeing sensitive or personally identifying information (PII) in the Global Search results.

Employee Dataform:

• Gender

• Ethnicity

• SSN 

• Encrypted SSN

• Last 4 SSN

• Citizenship Status

• Immigration Card #

• Immigration Card Expire Date

Employment Dataform:

• Pay Frequency

• Pay Method

• Hourly Rate

• Annual Pay

• Wage Rate

See Global Search Configuration.

Added Ability to Send Scheduled Emails or Surveys on First Available Business Day Before a Non-Business Day Trigger Date

An Only send on business days checkbox has been added to Scheduled Email Template configuration on the Initial tab:

When checked, if the scheduled email or survey trigger date falls on a non-business day or holiday, the system will send the emails or surveys on the first available business day before the trigger date.

Note: This setting uses the business day configuration settings in System Admin > Advanced > App Settings and holiday configuration settings in System Admin > Company Holiday to determine available business days.

See Configuring Scheduled Email Templates.

Added I-9 Server Data Procedures

Two new server data procedures have been added to ClientSpace to facilitate retrieving the work and personal email addresses from the Employee record associated with I-9 dataform for use on the Email Templates Addresses tab and other I-9 dataform data for use in Email templates and Workflow Channels Replace Fields and Conditions tab configuration:

• peo_server_data_i9 - This procedure is set on the I-9 dataform (System Admin > Advanced > Dataform Admin > Configure Customization Options on Action Center toolbar) in the Server Data Proc 1(SDP1) field. It returns employee first and last name and other fields from the I-9 dataform, including Status, verification document titles, and more. The returned data is based on Employee ID of the associated Employee record. These fields are available on Email Templates and Workflow Channels when the I-9 form is set as the Triggering Form on the Initial tab of the Email Template or the Channel tab of the Workflow Channel.

  The SDP1 fields are available in the following locations:

  • The email template or workflow channel Content tab Replace Fields under Server Data Procedure 1:

    

    These fields can be used in email Subject and Body text.

  • The email template or workflow channel Conditions tab as a Source for the Field drop-down list when building email template or workflow conditions.

• peo_i9_emailtemplate_recipient_v2_proc - This procedure makes the employee work email and personal email available on the Addresses tab of the Email template when defining email recipients. Select the procedure in the Address Source Procedure field. Then define recipients using Address Source Procedure under Source and WorkEmail or PersonalEmail under Address.

  

Note: The server data procedures use values that are present on page load, not after a change has been made and data is updated.

See Using I-9 Data on Email Templates and Workflow Channels.

Previously, when numerous More search filter chiclets were displayed that caused the chiclet text to wrap within the filter chiclet capsule, the capsule did not expand. This caused the filter chiclet text to appear cut off at the top and bottom. Additionally, if there were too many chiclets to display on one line, they ran off the page and were not visible:

Now, filter chiclets automatically adjust to display the full text up to the character limit. Once the character limit has been reached, ellipses display after the final letter and you can hover over the chiclet text to view the full text. Additionally, if there are too many chiclets to display on a single line, they wrap to subsequent lines and there is now an Expand/Collapse toggle button that allows you to view multiple lines of chiclets.

Corrected an issue of the Commission field (which holds Sales Entity field value from the Commission record parent form) was not displaying all available Sales Entity values in the drop-down selection list. This issue occurred when the related Sales Entity record Type field value was set to an external sales Agent or Broker/Referral Partner. Now, the decode function on the Commission Detail record can handle all entity types, including an internal Sales User, an external Agent, and an external Broker/Referral Partner. For an Agent, LastName, FirstName from the related Contact record is decoded and listed in the Commission field drop-down. For a Broker/Referral Partner, the Organization Name from the related Organization record is decoded and listed in the Commission field drop-down.