Payroll/Service Bureau – Actionable Items:

Vertex Update – September 2025 (Item # 371508)

The September 2025 Vertex release has been applied. There were state and local rate changes. For the full list of updates, see the 2025.09 September Vertex Guide. Here are some notable updates:

Minnesota: State Tax Changes Implementation of Minnesota Paid Family and Medical Leave (MNPFML) taxes for 2026.
- Assigned tax codes for both employee and employer contributions:
  - Mastertax: MNPFML-025 (Employee), MNPFML-017 (Employer)
  - PTM: MNPFL-EE (Employee), MNPFL-ER (Employer)
- Default tax rates are being used as per the Vertex guide, with an option to override upon request
- Overriding tax rates will require manual updates for any future rate changes
- The new taxes have been automatically added to existing clients with Minnesota SUI tax o Calculation method – no self-adjust
Ohio: Revised the withholding Optional Computer Method, effective 10-1-25.
Michigan: Michigan GTL compensation is no longer taxable for MI local taxes, but GTL wages are still considered subject
GEO Code Maintenance: The Service Bureau Report “Employee GeoCode Export” is available to determine if you have any employees in the GEO Codes listed in the Vertex documentation.

Action by Service Bureau

If there are any local updates listed, the Service Bureau Report "Company Tax Report” can be used to identify companies with the tax to assist your service bureau to decide if further action is required. Wages and tax updates can always be done by following the University documents or following up with your Support Representative.
To see the list of deleted jurisdictions and new GeoCodes, view the 2025.09 September Vertex Guide. Users can run the Service Bureau Report “Employee GeoCode Export” to determine if there are any employees in the GEO Codes listed in the Vertex documentation.
There may be additional actionable items for your clients. Please review the latest Vertex Release guide in the University.

Nevada State Retirement Files (Item #360886)

Request: Add the exports for the Nevada State Retirement Savings program (a.k.a. NVSaves).

Resolution: Added the three exports for the NVSaves program (“Initial Census,” “Ongoing Census,” and “Contributions”).

The “Initial Census” export is available in Client Reports.
The “Ongoing Census” and “Contributions” exports are available in Scheduled Report Options and Client Reports.

Action by Service Bureau

Schedule the reports for your clients as needed.

Payroll/Service Bureau – Notable Items:

Client level Export to create in Data Conversion Import format for employee imports of Employment Status, Employment History and Employment Category History (Item #371410)

Issue: Implementation and Service teams are often asked to create a new legal company from an existing legal company and want an automated process to move history from the old company to the new.

Resolution: Added a new client level export available for all clients under My Reports > Client Reports titled "Employee Data Conversion History Export.”

The current version will include the following three options which will be created in the import format. The export can be created on the source company and imported into the new company without reformatting the spreadsheet.

Employment Status History
Employment History
Employment Category History
Additional history import formats will be added in the future.

Item #	Description	Dynamics Issue
370374	Issue: Hours are incorrectly grouped under a single labor value when employees split time across multiple labors, including labor transfers. When employees have split punches the Reg Rate and OT Rate is doubled. Resolution: Hours are separated by labor group for each punch pair. Reg Rate and OT Rate are not doubled when there are split punches in a day.	17112
349008	Update: All - Certified Payroll Report (WH-347) - 2025 Form - Add Deductions Page/Labor Tree/No Hours Message Added Deductions page, added labor tree filtering, added text for Projects with no work.	CA-5348663
355682	Update: All - Payroll Register Export by Date Range - Tip Credit Added a screen option called Include Tip Credit to display information regarding Tip Credits. Includes Tip Credit Hours and Tip Credit Dollars. When the Include Tip Credit box is checked, Tip Credit information is included in the totals.	16627
366000	Update: All - Benefit Statement - Accumulators/ Total Comp Issue: Selecting Use Custom Accumulators Only on the screen results in ER accumulated amounts not included in Total Annual Compensation Package line. Resolution: Selecting Custom Accumulators Only on the screen results in ER accumulated amounts– are now included in Total Annual Compensation Package line.	16971
367698	RW DATASET - Corrective Action - Missing fields Issue: Occurrence Date, Action Taken Date and Authority dropped from Corrective Action dataset. Resolution: We added logic to the “Corrective Actions” Report Writer dataset to include Occurrence Date, Action Taken Date and Authority selections.	N/A
308837	Update: Updated the Auto Close Year End screen design to be more in line with the Year End Mgmt. Dashboard including the ability to export the grid details.	N/A
349017	Issue: In PA, LST taxpayers whose total earned income and net profits from all sources within the political subdivision is less than $12,000 are not subject to PA LST Tax. Users are setting these employees with an Exemption status to accomplish this and would like notification when an employee has wages =>12,000.00. Resolution: Added to the Exception Report- Employees that have Occupational Tax (LST) as exempt and Employee has PA Withholding YTD wages that are =>12,000.	15207
354322	EW REPORT: All - Hancock Whitney Positive Pay Export Update: Created a new 3rd party export to send to Positive Pay information to Hancock Whitney.	CA-5485977
358145	Issue: When a new employee is added, the pay date was used to determine the last payroll to get employee changes on the “New Employee and Change Audit” report. This means that when the next payroll has the same pay date as the previous payroll, we may see employee changes on multiple “New Employee and Change Audit” reports. Resolution: Use the Run Number to determine changes for the “New Employee and Change Audit” report.	16291
363560	Issue: When a user makes changes in Self-Service Roles > Roles, these do not display on the Client Change Log. Resolution: Updated the Client Change Log to display changes under Legal Self Service Roles table.	16820
370778	Issue: When an employee has multiple garnishments with the same description, the “Conversion Register Exports” are generating as a txt tile and displaying an error in the txt file when previewing the data conversion payroll. Once the payroll has processed, the reports are displaying an “Error” status in the Report Archive. Resolution: When an employee has multiple garnishments with the same description, we now combine all the garnishments with the same description in the column on all the “Conversion Register Exports.”	17124
364801	Issue: When a client has the “Y” on the NM Workers comp assessment tax (The ER is paying the EE portion of the tax) and the employee has a Gross Up check on the Individual Time Entry Screen, the taxable wages are being increased by $2.25. Resolution: Updated the process to not increase taxable wages for this situation.	16934
363162	Print Utility Update: Updated the Year End Batch Print tab so that ACA forms don't print when the Paperless checkbox is enabled on the ACA Report Options (part of the Paperwork Burden Reduction Act).	N/A

Benefits/HR – Maintenance Items:

Item #	Description	Dynamics Issue
361636	Update: The titles of the following ACA reports and output types have been updated to remove the word “Employer” as requested: ACA 1094-C and 1095-C Employer > ACA 1094-C and 1095-C ACA 1094-B and 1095-B Employer > ACA 1094-B and 1095-B This change has been applied across the following screens: Year-End Report Archive ACA Forms Approval Year-End Report On-Demand My Reports Queue	N/A
354520	Update: A new Unique ID field has been added to the employee segment of all carrier feed exports for PEO security groups. This field allows the inclusion of either Unique IDs or Legacy IDs, depending on the employee’s setup, enabling carriers and third parties to track employees across multiple legal companies.	N/A
370613	Issue: For instances that have migrated to Benefit Updates, when a user updates the "Allow Employee Overrides" and/or "Allow Employer Overrides" checkbox on the Payment & Billing tab and clicks Saves, upon Save the system reverts the checkbox to the old value. This appears to only occur with HSA (both HSA and Other benefit category plan types) and it affects Client and System-managed plans. Resolution: Allow users the ability to update and save the toggles either as Yes or No.	17118

Time – Maintenance Items:

Item #	Description	Dynamics Issue
320506	Issue: The daylight savings change is impacting the timing of auto-generated meals. This issue only seems to occur for employees who have experienced at least two DST changes and does not affect those who have only been through one change. Resolution: The auto-generated meal window is based on the time specified by the meal rule.	15939
366935	Issue: Records containing critical alerts from a prior pay period, where the employee’s pay group has been reassigned, prevented users from closing an open pay period via Pay Period Modifications or committing time cards in a new pay period. Resolution: The system now properly handles critical alerts tied to prior periods, even when an employee’s pay group has been modified. Users can seamlessly close open pay periods and commit time cards without encountering errors.	14915
318324	Issue: When a policy group is configured to split time and the day start is set to a time other than midnight, such as 7 AM, and the last day of the pay period falls on DST, the punches don't split correctly. In the Week view of the time card, two-hour records appear on the last day of DST, with one record splitting an hour early, resulting in the employee receiving an extra paid hour on the first day after DST. Resolution: Worked hours that span the DST change, pay period change, and daily start time should adhere to DST rules.	15889

Tax – Maintenance Items:

Item #	Description	Dynamics Issue
351431	Sui Rate Exchange > Tennessee > 2025	16652
355962	Issue: Service Bureau Reports > Tax Acknowledgement Import > Period End filter - There is an issue with the date range filter not using the right end date. Updated logic to use the correct period end date for date range filter.	16717
361463	Update: Regenerate Tax Files > Is Running Flag is getting stuck for periods isolved Tax legal service has ended for a company causing MasterTax files to not generate. Updated logic to resolve the Is Running flag being stuck.	16857
367820	Issue: ACH Credit > Kenton County Company FEIN is populating in file when the SB FEIN should be used. Resolution: Update logic to always use SB FEIN.	17035
373584	Issue: The agency has updated the payment allocation file for North Carolina - ER UI to include the FEIN. Resolution: The payment allocation file for North Carolina - ER UI has been updated to include the FEIN, ensuring proper identification and processing of employer payments.	17222

PEO – Actionable Items:

Payroll Error/Warning > Management > Break out Missing Bill Rate into 2 Rules (Item #366342)

Request: Update the Payroll Error/Warning rule for Workers Comp bill rate into two separate rules.

Resolution: There are now two rules that can be set to different alert levels to give PEO partners more control.

The employee’s assigned WC code does not have a Client Bill Rate on the PEO Company Workers Comp Policies screen that is active as of the pay date for the legal company.
The employee’s assigned WC code does not have an active rate, or the EE/ER combined rate is 0.00 as of the pay date on the Client Management > Tables > Workers Comp Rates screen for the legal company.

Action by Service Bureau

Enable warnings as appropriate for your service bureau.

Refer to the 11.15 - PEO - Payroll Error_Warning Management Update screenshot in the “v11.15 isolved Newsletter and Content.zip” file attached to this release.

PEO – Maintenance Items:

Item #	Description	Dynamics Issue
369973	Update: Corrected an issue where the Job Group was not displaying.	14084

Platform – Actionable Items:

Analytics Hub – KPI and ROI Dashboard (Item #364154)

We’re moving the ROI and KPI dashboards into People Cloud’s new Analytics Hub - delivering real-time insights into workforce metrics like investment outcomes, gender, ethnicity, job roles, and more. These dashboards will no longer update weekly, but in real-time, enabling faster, more confident decision-making.

Action Required by Service Bureau:

To access dashboards, users must have the “Access Reporting Analytics Hub” rule (to see the menu item in the left nav) and individual rules for each dashboard, “Access KPI Dashboard (AH)” and “Access ROI Dashboard (AH).” For example, access to both KPI and ROI dashboards requires three rules total.

Note: We recommend disabling access to the current KPI Dashboard and ROI Dashboard screens when enabling access to the new Analytics Hub screen.

Refer to the following screenshots in the “v11.15 isolved Newsletter and Content.zip” file attached to this release.

Platform – Notable Items:

Identity 2FA Elevated Access Prompt (Item # 335214)

A new mechanism has been implemented within My Account in Identity to enhance security for privileged actions. This update introduces an elevated access 2FA (two-factor authentication) prompt for users who are already logged in but are attempting to perform sensitive operations. The following actions now require an additional 2FA verification:

Changing phone numbers
Changing 2FA methods
Adding or removing FIDO keys Adding or removing TOTP authenticators

This feature ensures that privileged operations are protected with an additional layer of authentication, safeguarding critical user account settings against unauthorized access.

Refer to the following screenshots in the “v11.15 isolved Newsletter and Content.zip” file attached to this release.

Phone Number Check for Users (Item # 331246)

A phone number check has been added at login to help ensure your contact info is up to date. The system now tracks when your number was added. If no date is found, the number hasn't been used to verify login, or if the number hasn’t been verified in over a year, you’ll be asked to confirm it’s still correct.

Refer to the following screenshots in the “v11.15 isolved Newsletter and Content.zip” file attached to this release.

Platform – Maintenance Items:

Item #	Description	Dynamics Issue
368691	Update: The Log Out of All Devices option in Identity has been temporarily hidden. It didn’t function as expected, and we’re working on improvements to ensure it behaves reliably. The feature will return in a future update once enhancements are complete.	N/A

Adaptive Employee Experience (AEE) – Maintenance Items:

Note: The following items will be released on 10/13 at 2:15PM EDT.

Change Log

Item #	Section	Change	Date
370374	Payroll/Service Bureau – Maintenance Items	Edited the item description for clarity.	10/6/2025
373584	Tax- Maintenance Item	A new item has been added to the table.	10/6/2025