1. Riding the Wave of Innovation
Payroll Roadmap
Michelle Neiswender
Unit Manager

2. Disclaimer
The alio road map is a view into the features/functionality we would like to add to alio. 
Weidenhammer cannot guarantee that all of these items will be completed and they should not be considered as commitments

3. Payroll Roadmap
In this session Michelle Neiswender, Product Unit Manager, will explain the new features coming for alio Payroll. Your thoughts and opinions are greatly welcomed.

4. Release Schedule 18.1 Release – September 2017
18.2 Release – December 2017
18.3 Release – February 2018
18.4 Release – May 2018

5. 18.2 Release
This release will include the 2017 ACA, W-2 and 1099 forms.
Please let us know if your 2017 State W-2 or 1099 file layouts are changing.
Michelle Neiswender -
Charlotte Fidler –

6. alio Standards Ease of Use Reports were made spreadsheet ready
alio Spreadsheet-Ready FAS and HRS Reports Listing
Infolink.hammer.net
Added an LOV to fields on the report parameter forms
Indicate on the report parameter form which fields are required with an “*” to the left of the field names
Add ability to attach documents to core alio form
Add ability to export inquiry screens to a spreadsheet

7. alio-8797 – Personnel Directory HEEMP01B.REP
Added the following fields to the report: Office Extension, Mobile 1, Mobile 2 and Extended Zip Code. Also made the report Spreadsheet Ready.

8. alio-15449 - Employee Basic Info Listing HEBIL01A.FMX
Created a NEW Employee Basic Info Listing by Date to show Employee No, Name, SSN (optionally), date filter, an additional date, Address, Gender and Ethnicity.

9. alio-14526 – Time and Attendance Import-HEATT03S.FMX
Modify the import to log an error when the account number is empty in the import file and the substitute does NOT have an account distribution group in employee pays rather than creating an employee additional pay record with a Z-distribution group without an account number.

10. alio-14526 – Time and Attendance Import-HEATT03S.FMX

11. alio-14526 – Time and Attendance Import-HEATT03S.FMX
Time and Attendance Payroll Report-HEATT02S.REP
The File Type (AESOP in this scenario) was listed for every record on the report under the File column however was replaced with the absent employee’s name under the newly created Absent column.

12. alio-15244 – NEW – Roll Jobs & Pays by Employee Category-HPROL11D.FMX
Selection Criteria from Old Contract:
Category Group >>> LOV – Employee Category Groups-hmcat02a.fmx OR
Employee Categories >>> LOV – Employee Categories-hmcat01a.fmx
Contract Year >>> required
Effective Date >>> must fall within the employee JOB and employee PAY Contract start/end dates; optional
Roll Inactive >>> checkbox
Roll Terminated >>> checkbox
New Contract:
New Calendar >>> LOV – Calendar Master-hmcal01a.fmx; optional
Copy/paste all fields from the old year except:
- Calendar >>> use the New Calendar value on roll form
- Contract Year >>> use the new Contract Year on roll form
- Comments >>> Roll Comments checkbox on the form
- Salary Override >>> roll as a 0
- Retro Pay Lost checkbox >>> do NOT select
- Lost Retro >>> reset to null
- If Contract flag is selected in employee pays:
Contract to Date >>> reset to .00
No Pays Paid >>> reset to 0
Roll All Positions >>> Checkbox
The Roll flag must be selected in Position Master-hmpos03a.fmx in order for an employee position to roll.
Roll Active Positions >>> Checkbox
The Roll flag must be selected AND the Inactive Flag must NOT be selected in Position Master-hmpos03a.fmx in order for an employee position to roll.
Active as of Date >>> MM/DD/YYYY
Required date field when Roll Active Positions is selected.
An empty display only date field when Roll Active Positions is NOT selected.
In order for an employee position to be active the ‘Active as of Date’ must fall within the employee position start and end dates. Dates will then be changed for active positions only.
“Update Employee Position Dates”
>>> Contract Dates – Calendar Master – Calendar Master-hmcal01a.fmx
>>> Pay Dates – Calendar Master – Calendar Master-hmcal01a.fmx
>>> Increment Year Only – month and day remain the same
>>> Specific Dates – Start Date & End Date >>> user defined dates
Clear Encumbrance Flag checkbox
When selected: the “Encumbrance?” checkbox will NOT be selected in employee pays
Encumbrance detail information will NOT be rolled into the new year
When NOT selected: the “Encumbrance?” checkbox will remain the same
Old Contract:
Contract End Date and Pay End Date are both required fields and neither one can be null (a hard error message will be logged).
Radio buttons:
- Load End Dates on Job and Pay records without End Dates
Load End Dates on Job and Pay records with End Dates > These Dates
Load End Dates on All Job and Pay records
End Date Employee Position Dates – Checkbox…when selected:
>>> Load End Dates on Job and Pay records without End Dates – Job and Pay records without end dates will be populated with the end dates on the form; and the position will be populated with the Contract End Date on the form. Job and Pay records with end dates will NOT be changed to the end dates on the form; and the position will be populated with the Employee Pays Contract End Date.
>>> Load End Dates on Job and Pay records with End Dates > These Dates – Job and Pay records with end dates past the form’s end dates will be changed to the end dates on the form; and the position will be populated with the Contract End Date on the form. Job and Pay records with end dates equal to or prior to the form’s end dates will NOT be changed to the end dates on the form; and the position will be populated with the Employee Pays Contract End Date.
>>> Load End Dates on All Job and Pay records – all Job and Pay records will be populated with the end dates on the form; and the position will be populated with the Contract End Date on the form.

13. alio-12898 – Salary Advancement by a Percent- HEADV04A.FMX
Modified advancement to calculate the employee and position pay records off of the previous amount and the increase percentage
Recalculate daily and hourly pay rate when contract days change and update contract days actual

14. alio-12898 – Salary Advancement by a Percent- HEADV04A.FMX

15. alio-12898 – Salary Advancement by a Percent- HEADV04A.FMX

16. alio-12898 – Salary Advancement by a Percent- HEADV04A.FMX

17. alio-12898 – Salary Advancement by a Percent- HEADV04A.FMX

18. alio-12898 – Salary Advancement by a Percent- HEADV04A.FMX

19. alio-15283 – Payroll Tracking
Modified Payroll Control to include Payroll Tracking On/Off.
Modified Payroll Calculation to show Payroll Tracking On/Off as display only.
Modified Payroll Tracking Report to skip showing 0’s for irrelevant columns for Comparison Types

20. alio-15283 – Payroll Tracking
Modified Payroll Control to include Payroll Tracking On/Off.
Modified Payroll Calculation to show Payroll Tracking On/Off as display only.
Modified Payroll Tracking Report to skip showing 0’s for irrelevant columns for Comparison Types

21. alio-15283 – Payroll Tracking
Modified Payroll Control to include Payroll Tracking On/Off.
Modified Payroll Calculation to show Payroll Tracking On/Off as display only.
Modified Payroll Tracking Report to skip showing 0’s for irrelevant columns for Comparison Types

22. alio-11155 – Pay Calc-HPCLC01A.PKG
Mandatory Retirement ded/ben groups.

23. alio-11155 – Pay Calc-HPCLC01A.PKG
Mandatory Retirement ded/ben groups.

24. alio-13710 – Employee Direct Deposit Information-HEDIR01A.FMX
Ded/Ben Plan is now a display only field and will be auto populated when Ded/Ben Code is populated (user can not enter the plan directly).

25. alio-15372 – Garnishments – 12C only!!
New Garnishment Payment File processing.
Ded/Ben Master - HMDED02A.FMX
Employee Direct Deposit Information - HEDIR01A.FMX
Employee Garnishment Addenda Information - HEGAR01A.FMX
ACH Garnishment Payment File Create - HPACH02A.FMX
ACH garnishment Payment File Report - HPACH02A.REP

26. alio-15372 – Garnishments – 12C only!!

27. alio-15372 – Garnishments – 12C only!!

28. alio-15372 – Garnishments – 12C only!!

29. alio-15372 – Garnishments – 12C only!!

30. alio-15372 – Garnishments – 12C only!!

31. alio-15372 – Garnishments – 12C only!!

32. alio-10330 - Leave Master - HMLVE01A.FMX
Add an option on the Alternate tab to select ALL Leave Plans for an Alternate Leave Code instead of selecting each plan one at a time.

33. alio-12175 and alio-14545 - Benefits Invoice Processing
Create a new option to create AR invoices for benefits that need to be billed (Create Invoices from Benefits-hbutl01a.fmx). 
Create a new option to create the ACH customer transactions and a file that is then transmitted to the bank to withdraw payment.
There will also be a report

34. alio-9719– Payroll Encumbrance - HPENC02S.FMX
Add functionality to encumber and process $ - Benefits outside of payroll:
Example: Teachers are paid over 10 months but benefits are encumbered for 12 months.

35. alio-9822 - Employee Experience Report (Create New)
NEW – Employee Experience Report
Include Inactive Employees – Y/N
Include Terminated employees – Y/N

36. alio-9822 - Employee Experience Report (Create New)
CREATE NEW – Employee Experience Report
Sort By dropdown should contain three options: Employee Name, Employee No, Experience Code.
Experience Code No 1 will have a default value of “ALL”
Could choose to enter specific Experience Codes in the boxes:
Experience Code No 1 through Experience Code No 10.

37. alio-12612 - Pay History by Date Range (vers 3)- HHDET03A.REP
Add summary totals by earn code at the end of the report 

38. alio-9761 – Employee Change Request Form
Create a NEW Employee Change Request Form
Option to display existing data about the employee
Write in form to request a change.
Job / Pay
Account Distribution
Name / Demographics
Location
Etc.

39. alio-2226 – Copy Ded/Ben Groups
Add a Ded/Ben Copy block.

40. alio-3751 - Mass Upload of “Date" information (Create New)
Ability to mass load a Date Type and a date for “All” Active Employee’s or a group of employees.
Example: “TECH” — Technology Agreement
Everyone received the new technology agreement on the same date

41. alio-9769 – Leave Taken Posting Report – HELVE02A.REP
Add a total to the Substitute Duration Column. 
Add option to sort employee name then date
ignoring the leave code
Add the ability to run the Leave Posting routine for an employee selection instead of all.
This would be very useful when backing out leave and then trying to re-post them for specific employee(s). 
Add Prompts for Employee No 1 should default to All.

42. alio-1419 - Salary Advancement - HEADV04A.FMX
Add the ability to give flat rate increase when no salary schedule.

43. Employee Service Portal

44. ESP 10.1 – December 2017 ESP-829 – W2 and 1095-C Forms
W2 form changes as well as 1095-C (if applicable)

45. ESP 10.1 – December 2017 ESP-805 – Employee Home page
Add Employee # to the employee’s home page

46. ESP 10.1 – December 2017 ESP-753 – Salary Compensation
Add client name, address, logo and employee name to Salary Compensation printed copy

47. Employee Service Portal
ESP-646 – Approval Hierarchy
Add the ability to remove or inactivate an approver on a specific level

48. Employee Service Portal
ESP-600 – Time Entry Request
Add ability to make earn code override field a required field on the time entry request

49. Employee Service Portal
ESP-482 – Years of Experience page
Add admin options to turn on option and to select which experience codes to display
Add Years of Experience page

50. Employee Service Portal
ESP-395 – Pay Check / Advice Detail
Add the employee’s address to the printed Pay Check/Advice Detail

51. Employee Service Portal
ESP-578 – Requests
Add ability for new employees to enter requests when no current job exists but a future job is setup

52. Employee Service Portal
ESP-824 – Emergency Contact and Dependent Requests
Add Relationship LOV to emergency contacts and dependent requests

53. Employee Service Portal
ESP-817 – Leave Request
Add Pending Leave value to the leave request so employee will have a more complete view of their leave balance

54. Applicant Portal

55. Applicant Portal – AP7.0 December 2017
AP-358 – My Job History
Add Location to the applicant’s My Job History page

56. Applicant Portal – AP7.0 December 2017
AP-361 – Applicant Job Search / Admin Pages
Display Job Description on the Applicant Job Search page and on all Administrator pages with job hover help

57. Applicant Portal – AP7.0 December 2017
AP-361 – Applicant Job Search / Admin Pages
Display up to 50 characters on Administrator pages with job hover help – My Job Listings, View/Edit Current Job Listing, Saved/Closed/Completed Job Listings, Applicant Summary – Jobs Applied For, Active/Archived/Deleted Applications

58. Applicant Portal – AP7.0 December 2017
AP-364 – Skills
Add ability to define skills, link to jobs and require applicant to have skill before applying

59. Applicant Portal – AP7.0 December 2017
AP-365 – Certificates
Add ability to define certificates, link to jobs and require applicant to have certificates before applying

60. Applicant Portal AP-366 – Endorsements
Add ability to define endorsements, link to jobs and require applicant to have endorsements before applying

61. Applicant Portal AP-367 – Security questions
Add new security/background question type with ability to review applicants answers; provide notification to applicant and prevent from applying to jobs if admin status is set

62. Applicant Portal Interface

63. Applicant Portal Interface – API-6.0 December 2017
AAPI-70 – Job Roles
Add ability to update alio employee Job Roles

64. Applicant Portal Interface
AAPI-25 – Hire Steps
Add functionality to make job hire steps optional
AAPI-40 – Hire Steps
Add functionality to assign different job hire steps to different users

65. Additional Training
If you are interested in other alio WebEx group training sessions, you can view a list of sessions currently available at,
If you prefer one-on-one training, please contact your alio support provider directly for cost and scheduling information.  If you have any questions or concerns, please contact alio support at or by direct to

66. Thank you for Attending!
Discussion
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67. Thank you for Attending!