Vertex – Actionable Items
Vertex Update – October 2025 (Item # 375953)
The October 2025 Vertex release has been applied. There were state and local rate changes. For the full list of updates, see the 2025.10 October Vertex Guide. Here are some notable updates:
Puerto Rico
Changes to the default withholding filing status - Previously, if no filing status was selected, the default calculation used “Single or Married Not Living with Spouse with Full Personal Exemptions.” This has now been updated to “Married Filing Separately Claiming 0 Personal Exemptions.”
This change may impact the tax calculations for individuals who did not select a filing status. To identify companies with Puerto Rico tax configurations, you can use the Service Bureau Report titled “Company Tax Report.”
Local Tax Changes: Local Taxes do not automatically adjust for previous payrolls, if there are any Local updates listed that your Service Bureau decides further action is required the Service Bureau Report 'Company Tax Report' can be used to identify companies with the tax. Wages and Tax updates can always be done by following the University documents or following up with your Support Representative.
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 made by following the University documents or following up with your Support Representative.
To see the list of deleted jurisdictions and new GeoCodes, view the 2025.10 October 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.
Payroll/Service Bureau – Notable Items
Employee W2 Exceptions Report: Add Additional exceptions to the report (Item #367628)
Request: Expand scenarios being reported on the “Employee W2 Exceptions” report. Resolution: Additional errors were added. Please see the list below.
Federal EFW2 Error | Error Details |
Employee First Name (12-16) is blank/null | Employee First Name is blank/null |
Employee Last name (42-61) is blank/null | Employee Last Name is blank/null |
Medicare wages and tips (232-242) is less than the sum of Social Security Wages (210-220) and/or Social Security Tips (254-264) | Medicare wages and tips is less than the sum of Social Security Wages and/or Social Security Tips |
Social Security Tax Withheld (221-231) Greater than zero and Social Security Wages (210-220) and/or Social Security Tips (254264) equal Zero | Social Security Tax Withheld Greater than zero and Social Security Wages and/or Social Security Tips equal Zero |
Medicare Tax Withheld (243-253) is greater than zero and Medicare wages and Tips (232-242) are equal to zero | Medicare Tax Withheld is greater than zero and Medicare wages and Tips are equal to zero |
Benefit Export option for employee Contacts and benefit data added to Employee Data Conversion Export (Item #334428)
Update: We’ve updated the “Employee Data Conversion History Export” to add employee contacts and benefit data. These are the updates:
Renamed the report to “Employee Data Conversion History Export” from “Employee Data Conversion History Export.”
Added Contacts.
Add an option to include current and historical employee benefit plans/beneficiary/dependent:
Employee Contacts Benefits/Dependents/Beneficiaries – Current
Benefits/Dependents/Beneficiaries – Historical
With this update, you can run an export in the “Standard Data Conversion” format and then quickly turn around and import it into an existing company.
Payroll/Service Bureau – Maintenance Items
Item # | Description | Dynamics Issue |
358589 | New Report: All - Pay Period Modification Export
Service Bureau Report showing Prior Pay Period Modifications across all clients.
Headers include:
| 16781 |
361653 | Issue: Not all changes are showing on the “Pay Transaction Labor Audit Export.”
Resolution: Updated the “Pay Transaction Labor Audit Export” to include:
| 16080 |
371104 | Issue: Some fraud emails are coming from no-reply@infinisource.com leading clients to think they are spam.
Resolution: Updated all fraud emails to come from noreply@isolvedhcm.com | 17081 |
351227 | Update: Added a One-time Billing table to the client change log. Similar to the existing Legal Billing Item audit we now report updates to Effective date, Billing item, Amount, Notes. | N/A |
370152 | Request: The Tax Export File for PTP both quarterly and daily have a Branch ID segment in the file, currently this is hardcoded to 'AW' for all clients. There is a need to have a different Branch ID in the PTP Quarterly and Daily Files.
Resolution: If a client has the Tax Filing PTP Legal service and there is an Account ID entered, the file will return the account id entered to be the Branch ID in the Quarterly and Daily Files. If a Client has the Legal Service and the Account ID is blank the default will be the current 'AW'. When creating the Daily or Quarterly file, a separate xml file will be created for each set of unique branch ids. | 17056 |
372102 | Tax Filing Quarterly -MasterTax (RTS file) 501 Record Updates: MasterTax code: AL0000-001 Statistic 5- position 123-136= N/A effective 10/1/2025- Zero Fill Statistic 6 -position 137-150=N/A effective 10/1/2025- Zero Fill | N/A |
370024 | Minimum Wage Updates: Available Minimum wage updates for 2026 have been entered. This work will continue through the rest of this quarter as the states release their information. A list of all Minimum Wage Updates are available in the University Library. | N/A |
Benefits/HR – Notable Items
I-9 Updates (Item #368508)
We've enhanced the I-9 Form Section 2 experience with improved data integrity controls and user functionality. These guardrails reduce compliance risk by preventing incomplete I-9 documentation while streamlining document access for employers.
What's new from recent releases:
Required Field Validation: Document numbers and expiration dates are now required for specific document types, ensuring compliance with federal I-9 requirements. E.g. If a driver’s license is selected, the license number and expiration date fields will be required. But if a hospital record is selected, required fields don’t apply.
Document Download Capability: Employers can now download documents directly from Section 2. E.g. Image of license or SSN card.
Modern Date Pickers: Updated date selection controls provide a more intuitive user experience.
What's coming with 11.17:
Date validation: The expiration dates will completely disallow anybody from adding an expiration date from the past.
Deferred Comp KO Cutover (Item #341398)
The Deferred Compensation screen has been refreshed, offering users seamless access to the updated screen with all existing permissions and functionality preserved. There are now filters available for each column. This update sets the stage for Secure Act 2.0 enhancements in 2026.
Screenshots:
Benefits/HR – Maintenance Items
Item # | Description | Dynamics Issue |
320016 | Issue: Editing a plan year’s start or stop date causes two records to temporarily display on the Plan Year tab, leading to potential confusion.
Resolution: The system has been updated to ensure that only the edited record is displayed on the Plan Year tab after modifying the plan year’s start/stop date. | 17157 |
370655 | Issue: Users encountered an error when attempting to run certain benefit reports while applying the filter to include waived benefits.
Resolution: The system has been updated to resolve the error, ensuring that benefit reports can now be generated successfully when the filter option to include waived benefits is selected.
Reports Impacted:
| 17120 17106 17135 |
359878 | Issue: During the transition to our new email notification system, a key feature was unintentionally lost. Previously, benefit enrollment emails were sent not only to employees but also to additional stakeholders (such as clients, partners, and service teams) via CC. With the new system, only the primary recipients received the emails, leaving others out of the loop.
Resolution: To quickly restore visibility for all intended recipients, we implemented a temporary solution that ensures each additional stakeholder now receives their own copy of the benefit enrollment email. Where appropriate, the subject line may include a note indicating the message is a copy.
A full restoration of the original CC functionality is planned for implementation in Q1 2026. | 16815 |
Time – Notable Items
Implement "Include Holidays" checkbox on Holiday Rules conditions (Item #347727)
What's New:
A new Include Holidays checkbox has been added to the "Scheduled Days Worked" condition in Holiday Rules configuration, giving administrators more precise control over how consecutive holidays are evaluated for employee eligibility.
Business Value:
This enhancement resolves a critical issue where employees with back-to-back holidays were incorrectly evaluated by the system. For example, when an organization observes both Thanksgiving (Thursday) and Black Friday as company holidays, and an employee's holiday rule requires them to work scheduled days "after the holiday," the system previously expected the employee to be scheduled to work on Thanksgiving itself—which doesn't make sense since Thanksgiving is also a holiday. This created incorrect eligibility determinations and required manual workarounds such as deleting employee schedules.
How It Works:
The new Include Holidays checkbox functions identically to the existing Include Absences checkbox but specifically targets holiday dates. When checked, the system will include holidays when evaluating whether an employee has worked the required number of scheduled days before or after a holiday. When unchecked, holiday dates are excluded from the scheduled workdays calculation. In the Thanksgiving/Black Friday example, with Include Holidays unchecked, the system correctly looks at the employee's scheduled workdays after Black Friday, rather than incorrectly expecting them to work on Thanksgiving.
Who Benefits:
Administrators configuring holiday rules now have the flexibility to explicitly control whether holidays should count toward scheduled workday requirements, eliminating the need for manual schedule adjustments and ensuring accurate holiday pay eligibility for employees with consecutive company-observed holidays.
Tax – Maintenance Items
Item # | Description | Dynamics Issue |
346705 | Issue: It has been requested that the client Phone Number & Email address include the contact type of "Primary" if the client does not have a "Tax" contact for the Louisiana - ER UI enrollment export. Dynamics Issue 16550
Resolution: Updated the Louisiana - ER UI enrollment export for the client record Phone Number and Email. | 16550 |
357419 | Issue: Agency needs a Business Phone # and Business Email even though it is not required.
Resolution: Updated the Colorado PFML enrollment export to put the 16750 Business Phone # and Business Email if it’s available. | 16750 |
PEO – Notable Items
Multiple PEO by Legal for PEO (Item #378127)
The Multi PEO feature enables a single legal company to process employees under multiple Professional Employer Organizations (PEOs) within the same setup. This allows companies to distribute tax registrations and liabilities across different PEO entities based on work locations.
Key Benefits
Process employees in multiple PEOs within one legal company
Distribute tax liabilities across different PEO entities
Maintain separate tax registrations by state and PEO
Streamlined payroll processing without manual transfers between entities
This feature will be available to all PEOs with the 11/7 release.
Our recommendation is to review in 2025 for testing in the PEO Demo instances.
Enable for year beginning 2026.
Please refer to the Multi PEO Setup and Training Guide in the University.
PEO – Maintenance Items
Item # | Description | Dynamics Issue |
364803 | Issue: On the Tax Adjustments/Tax Adjustments (PEO) screens the system is allowing new records to be saved before the tax group has been loaded which is causing records to not save appropriately. Dynamics Issue 16935
Resolution: Updated logic so that save is not available until the tax group has been populated. | 16935 |
Platform – Notable Items
Note: The following items will begin rolling out on 11/6 in the afternoon. All users should see the changes by Friday, 11/7.
My Account - General Page updates (Item #367784)
We’ve refreshed the My Account screen with a cleaner, more modern UI that aligns with the overall system design. Alongside the visual update, we’ve fine-tuned the functionality of several fields to make managing your account details smoother and more intuitive.
What’s Improved:
Updated layout and styling for a more consistent experience
Enhanced field interactions for easier editing and saving
Better alignment with current design standards across the platform
These changes are part of our ongoing effort to enhance usability and ensure a seamless experience throughout the system. These updates will be released between two sprints. 11.17 introduces updates to the main page, avatar options, and Account Name edit page. The rest of the edit/add functionality will be updated in 11.18. and will include:
Edit Mobile Phone
Update Password
Update Security Question
Add/Edit/Remove Passkey
Add / Remove Authenticator
Screenshots:
Platform – Maintenance Items
Item # | Description | Dynamics Issue |
372202 | Update: We’ve resolved an issue affecting the formatting of MultiFactor Authentication (MFA) emails when making Direct Deposit updates. Emails now display correctly in Gmail accounts. | 17196 |
352639 | Update: Registration Page UI Updates
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Share & Perform – Notable Items
Perform Small Business Release (Item #N/A)
Perform Small Business is a new solution tailored to small business needs and will replace the legacy HR performance review feature that is currently available in the HR product.
Key Features:
Customizable templates and rating scales (scoring and non-scoring).
Role-based input from employees, supervisors, and managers.
HR Admin dashboard for managing reviews.
Introductory review feature (30/60/90-day reviews).
Available to complete in Employee Workspace (formerly Adaptive Employee Experience, or AEE).
Timing:
Partner launch is happening in early November. There will be a PartnerHub post that includes a tool kit with pricing.
Internal launch is targeted for early November.
Post-launch, outreach will begin to transition current HR Core performance review customers to Perform Small Business.
We encourage you to review the September training webinar.
Employee Workspace (Adaptive Employee Experience) – Maintenance Items
Note: The following items will be released on 11/10 at 2:15PM EST.
Item # | Description | Dynamics Issue |
375984 | Issue: In AEE enrollment, Benefits Guidance recommendations display only the employee premium value when calculated within a cost band, leading to inaccurate representations of the total premium amount.
Resolution: The system has been updated to ensure that Benefits Guidance now accurately calculates and presents the total premium amount, including both employee and dependent costs, when providing recommendations to users. This ensures that users receive a complete and accurate view of premium costs associated with their benefit selections. | 17346 |
369514 | Issue: Employees encountered a 404 error when attempting to add a dependent or beneficiary on the Benefit Type page in AEE Benefit Enrollment.
Resolution: The system has been updated to resolve the issue, allowing employee users to successfully add dependents and beneficiaries on the Benefit Type page during AEE enrollment without errors. | 17392 |
373275 | Issue: ESS Users in AEE are unable to save entries on VEVRAA SelfIdentification Form
Resolution: Fix VEVRAA UI to allow for proper entry/save actions impacted by recent Standalone Product Maintenance updates | 17210 |
373272 | Issue: Users in AEE are unable to upload documents because of missing type drop down and upload button is grayed out.
Resolution: Restore functionality impacted by recent Angular/Standalone updates | 17200 |
Change Log
Item # | Section | Change | Date |
359878 | Benefits/HR - Maintenance Items | Added update for Client Users copied on email notifications for open enrollment | 11/4/2025 |
369514 | Employee Workspace Maintenance Items | Added update for employees getting 404 errors when adding dependents | 11/4/2025 |
378127 | PEO Notable Items | Added Multiple PEO by Legal for PEO | 11/4/2025 |
373275 | Employee Workspace Maintenance Items | Added update for employees to save entries on VEVRAA screen 1 | 11/4/2025 |
373272 | Employee Workspace Maintenance Items | Added update to allow employees to upload documents in AEE | 11/4/2025 |
367519 | Payroll/Service Bureau – Notable Items | Removed One Big Beautiful Bill Client Level Report | 11/4/2025 |
359878 | Benefits/HR Maintenance Items | Removed One Big Beautiful Bill Client Level Report | 11/5/2025 |
352639 | Platform – Maintenance Items | Added update for Registration Page | 11/6/2025 |