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To help you focus on what matters most – your employees – the UltiPro® 2017 Fall/Year-End Release (v12.2.2) brings you new and enhanced features that make it easier and more convenient to access and manage important HR data. This release also delivers the statutory updates you need to comply with 2017 payroll/tax reporting requirements and close out your year.

Release Highlights Table of Contents

Release Schedule 2

Release Resources 2

User Experience 3

Human Resources 4

Tax 6

Pay 7

Performance Management 7

Mobile 11

UltiPro 2017 Fall/Year-End Release Highlights


Release Schedule Your upgrade to the UltiPro Fall/Year-End Release will occur between November 11 and 12, 2017. Your Customer Support Primary contact will receive an email with your specific upgrade date. If you’re not sure who your focal contact is, go to the Customer Success Portal to verify this information and change or update any other account details.

Release Resources To learn more about the Fall/Year-End Release and effectively prepare for your upgrade:

Helpful Resources Availability How You Benefit

Release Notes

October 5 with an addendum added on October 20

Available in the Learning Center (under Release Information > Release Notes Listing > filter by “10/16/2017” deployment date)

A detailed list of the new features, enhancements, and functionality changes

Release Webcasts

October 20 and 26

Register in the Learning Center (under Live Events)

The fastest and easiest way to learn about your upgrade

Updated Browser Compatibility

Guide

November 10

Access in the Learning Center (link at bottom right corner of the home page)

An outline of the web browsers/versions you should use for optimum UltiPro performance

UltiPro now supports Microsoft Edge



User Experience For Performance Management customers:

A new, intuitively redesigned talent dashboard for Performance Management saves you time and makes you more efficient because it shows you the talent information you choose to see about your people – all in one place.

Find what you’re looking for faster by changing your view to:

o Display your To Do’s, Direct Reports, or Entire Team as they relate to the following performance areas: Performance Reviews Goal Plans Goals and Goal Journal Entries Competencies and Competency Journal Entries Leadership Actions Succession Plans Developments Plans

o Collapse or expand the Review Status, Alerts, and Links sections to hide or expose what’s most important to you.

o Get direct access to: An employee’s record Talent Factors to view and/or edit employee details

With the ability to alter the dashboard yourself and quickly drill down for more insight, you can:

o Analyze employee review analytics, such as the percentage of reviews sitting with managers versus employees.

o See all of your direct reports’ assigned goals and track their progress. o Do a side-by-side comparison of two to four employees on your team to easily choose

the right person to perform a particular task or join a team.



Navigation Feature Delivered

Menu > My Team > Talent Management > Talent

Dashboard

Fun fact! The new talent dashboard is a result of our 48 hours project, where we give our development teams 48 hours of ‘free’ work time to create – from concept to reality – a new or enhanced feature that’ll significantly improve our customers’ work life.

Human Resources

To expand global support and reduce administration, the Fall/Year-End Release lets you:

Make New Hire and Rehire Corrections. Work faster and smarter using the new ‘Correct’

button on your new hire/rehire’s job history record to edit job, job and salary, organization, and/or salary details – as well as correct key dates associated with employment and performance/salary reviews. For example, you can quickly change the hire date assigned to your rehire when he/she ends up starting work later than planned.

Navigation Feature Delivered Customer Idea

Menu > My Employees > select Employee >

Employee Summary > Jobs > Job History

Self-Activate (If You Haven’t Enabled Corrections Already)

Menu > System Configuration > Role Administration > select role >

Add/Change Roles > Web Access Rights. Expand Employee Admin or My Team, and My Employees, My

Employee List, Jobs, Job History, and Job History Detail. Then, select Job

History Correction checkboxes.

Retroactive Employee Job and/or Salary Changes. Have you ever taken too long to

complete an employee’s merit increase, and an organizational change occurs before you enter the increase into UltiPro? Now, you can add it retroactively. A new ‘Cascade’ step within Change Job, Change Salary, and Change Job and Salary work events lets you easily insert and cascade/override job and/or salary data on an employee’s current record.




Menu > My Employees > select Employee >

Employee Summary > Jobs > Job History. Then under ‘Things I Can Do,’

select Change Job, Change Salary, or Change

Job and Salary.

Self-Activate Menu > System Configuration >

System Settings > Employee > select the Allow retroactive Job and Salary

changes checkbox.

Added Configuration Menu > System Configuration > Role

Administration > select role > Add/Change Roles > Web Access

Rights. Expand Employee Admin or My Team, and My Employees, My

Employee List, Jobs, Job History, and Job History Detail. Then, select the

Cascade Employee Job History Change checkbox.

Pay People in More Countries. UltiPro continues to expand its portfolio of supported countries so you can you easily manage a diverse workforce. With this release, you can add configurable fields to collect employee information that’s required or relevant for your local area, like ethnic group or hospital affiliation, and seamlessly pay your people in:

o Argentina o Colombia o Poland o Saudi Arabia o Switzerland




Menu > My Employees > select Employee > Pay >

Other Country Info or Bank Account tabs

Tax This release delivers the federal, state, local, and provincial statutory updates you need to close out your year as well as comply with United States and Canada tax reporting requirements. Plus, we’re bringing you new features that include:

Mobile Year-End Forms. Employee access to year-end tax forms gets even easier with our new mobile app. Your people can:

o View their tax forms or year-end slips (PDF file). o Print their documents or export them to other applications. o Update their electronic consent for receiving ‘paperless’ tax documents.


UltiPro mobile app > Pay > Tax Forms (for U.S.

documents) or Year-End Slips (for Canada documents)

Easy Tax Filing for United States Customers As a reminder, United States employees enjoy the added convenience of seamless tax filing via TurboTax. Simply use the TurboTax link on your W-2 within the app, in the portal, or on the printed statement to import 2017 tax data into TurboTax for easy and accurate tax filing.



Want more information? Year-end tends to bring many compliance changes – all announced at different times. Some will make it into this release and some will come later. To review all compliance details delivered with this release, read the Fall/Year-End Release Notes, available October 5 with an addendum added on October 20, in the Learning Center (under Release Information > Release Notes Listing > and filter by “10/16/2017” deployment date). As new requirements from tax jurisdictions become available, we’ll deliver additional updates with our Fourth Quarter Compliance Service Pack in December and the Tax Reporting Service Pack planned for January 2018.

Pay Provide useful pay information to employees on the go. The Fall/Year-End Release expands UltiPro’s mobile app to include:

A Pay Message about Deduction Goal Amounts. Administrators can now create a message to appear on an employee’s pay statement in the UltiPro mobile app when the employee hits a specific percentage of his or her deduction goal amount. An easy way to inform your people, this new message option lets you automatically remind employees, for example, when they’re nearing their goal limit.


UltiPro mobile app > Pay > Pay History > select pay

statement

Added Configuration Menu > Administration > Payroll Admin > Pay Statement Options > Pay Insights Administration.

Then, select Deductions for ‘Pay Code Type,’ choose User

Defined Percent for ‘Rule Type,’ and include/verify a percentage value for ‘Engage Rule Percent.’

Performance Management

Manage your people easily and effectively with:

A New Talent Dashboard Experience. An intuitively redesigned talent dashboard saves you time and makes you more efficient because it shows you the talent information you choose to see about your people – all in one place.



Find what you’re looking for faster by changing your view to:

o Display your To Do’s, Direct Reports, or Entire Team as they relate to the following performance areas: Performance Reviews Goal Plans Goals and Goal Journal Entries Competencies and Competency Journal Entries Leadership Actions Succession Plans Developments Plans

o Collapse or expand the Review Status, Alerts, and Links sections to hide or expose what’s most important to you.

o Get direct access to: An employee’s record Talent Factors to view and/or edit employee details

With the ability to alter the dashboard yourself and quickly drill down for more insight, you can:

o Analyze employee review analytics, such as the percentage of reviews sitting with managers versus employees.

o See all of your direct reports’ assigned goals and track their progress. o Do a side-by-side comparison of two to four employees on your team to easily choose

the right person to perform a particular task or join a team.




Menu > My Team > Talent Management > Talent

Dashboard

Fun fact! The new talent dashboard is a result of our 48 hours project, where we give our development teams 48 hours of ‘free’ work time to create – from concept to reality – a new or enhanced feature that’ll significantly improve our customers’ work life.

Prescriptive Leadership Action Guidance via Mobile. To help managers become better leaders, a new configurable prescriptive leadership actions feature notifies them of past or upcoming employee events, and suggests valuable next-steps to take. The notifications make it easy to know when to take a direct report out to lunch for his/her work anniversary, for example. Or, they can be used more strategically so managers are advised to schedule an in-person conversation once an individual’s retention score goes down.

To foster proactive engagement with your people:

o Manager notifications appear in the mobile app under Team News for instant access, o The suggested leadership action(s) can be added to the To Do list as a reminder, and o Then marked as done when complete.




UltiPro mobile app > My Team > News

Self-Activate Menu > System Configuration > Role

Administration > select role > Add/Change Roles. Then, to enable:

1. Mobile app News: Select Mobile App Access Rights, expand My Team - as Manager, and select the News checkbox.

2. Notification setup: Select Web Access Rights, expand System Configuration and Talent Management Setup, and select Manager Notifications checkboxes.

Added Configuration

Menu > System Configuration > Talent Management Setup. Then:

1. Change Manager Notifications to the Active status for managers, as you see fit.

2. Configure Leadership Actions for your organization.

No Ratings on Reviews. Is your organization moving away from the traditional performance review that numerically rates your people? No problem. Simply turn off performance scoring on review templates so you only elicit text feedback or comments on employee reviews.


Menu > My Team > Talent Management >

Performance Management > Review Template

Added Configuration Menu > My Team > Talent

Management > Performance Management > Review Template. Then, on the review template itself,

deselect the On/Off for Scoring checkbox.



Mobile

New UltiPro mobile app functionality supports:

Year-End Forms. Employee access to year-end tax forms gets even easier with our new mobile app. Your people can:

o View their tax forms or year-end slips (PDF file). o Print their documents or export them to other applications. o Update their electronic consent for receiving ‘paperless’ tax documents.


UltiPro mobile app > Pay > Tax Forms (for U.S.

documents) or Year-End Slips (for Canada documents)

Easy Tax Filing for United States Customers As a reminder, United States employees enjoy the added convenience of seamless tax filing via TurboTax. Simply use the TurboTax link on your W-2 within the app, in the portal, or on the printed statement to import 2017 tax data into TurboTax for easy and accurate tax filing.

A Pay Message about Deduction Goal Amounts. Administrators can now create a message to appear on an employee’s pay statement in the UltiPro mobile app when the employee hits a specific percentage of his or her deduction goal amount. An easy way to inform your people, this new message option lets you automatically remind employees, for example, when they’re nearing their goal limit.




UltiPro mobile app > Pay > Pay History > select pay

statement

Added Configuration Menu > Administration > Payroll Admin > Pay Statement Options > Pay Insights Administration.

Then, select Deductions for ‘Pay Code Type,’ choose User

Defined Percent for ‘Rule Type,’ and include/verify a percentage value for ‘Engage Rule Percent.’

Prescriptive Leadership Action Guidance. To help managers become better leaders, a new configurable prescriptive leadership actions feature notifies them of past or upcoming employee events, and suggests valuable next-steps to take. The notifications make it easy to know when to take a direct report out to lunch for his/her work anniversary, for example. Or, they can be used more strategically so managers are advised to schedule an in-person conversation once an individual’s retention score goes down.

To foster proactive engagement with your people:

o Manager notifications appear in the mobile app under Team News for instant access, o The suggested leadership action(s) can be added to the To Do list as a reminder, and o Then marked as done when complete.




UltiPro mobile app > My Team > News

Self-Activate Menu > System Configuration > Role

Administration > select role > Add/Change Roles. Then, to enable:

1. Mobile app News: Select Mobile App Access Rights, expand My Team - as Manager, and select the News checkbox.

2. Notification setup: Select Web Access Rights, expand System Configuration and Talent Management Setup, and select Manager Notifications checkboxes.

Added Configuration

Menu > System Configuration > Talent Management Setup. Then:

1. Change Manager Notifications to the Active status for managers, as you see fit.

2. Configure Leadership Actions for your organization.

Documents

Release Highlights Table of Contents - Ultimate Software · PDF fileto appear on an employee’s pay statement in the UltiPro mobile app when the employee hits a ... For Ultimate Software