Product updates

We've expanded CheckAI with 29 new actions across 6 resource types, giving partners more self-service capabilities directly through the AI assistant.

What's New

• Pay Schedules — List, view, create, update, and delete pay schedules, plus retrieve upcoming paydays for a schedule.
• Employee Benefits — Full management of employee-level benefit enrollments: list, view, create, update, and delete.
• Company Benefits — Configure and manage company-level benefit plans with list, view, create, update, and delete support.
• Post-Tax Deductions — Set up and manage post-tax deductions (including miscellaneous and child support types) with list, view, create, update, and delete actions.
• Earning Rates — List, view, create, and update earning rates for employees.
• Earning Codes — List, view, create, and update company earning codes.

For more details on what CheckAI can do, visit our Help Center for details.

We are introducing a new submitted status to the Filing API that provides visibility into filings that have been sent to the agency but are not yet accepted. This will be available in Sandbox on March 16th and will merge to production on March 30th.

What is changing:

• The Filing API now supports five statuses: inapplicable, pending, blocked, submitted, and filed
• The new submitted status indicates a filing has been sent to the tax agency and is awaiting processing. The definitions of the other statuses are unchanged.
• The filing date (when a filing was submitted to the agency) is available via the status_history array. Use the most recent entry where status = "submitted" and read its status_at value. We recommend labeling this as "Filing Date" in your UI.
• filed_at continues to represent when the agency accepted the filing

What you need to do:

• If you filter by status: Add submitted to your recognized statuses
• If you display filing status: Add a display treatment for submitted
• If you display a filing date: Use status_history to extract the submitted date (see API documentation below)

We have enabled new tools in Console for submitting corrections to benefit contributions and earning workplaces on approved payrolls. These can be found on the Payrolls page, under a new tab labeled Corrections.

Previously, partners would have been required to submit corrections to benefit contributions or earning workplaces via a corrections template in Zendesk. These new Console flows enable partners to easily select and remap benefits or workplace in bulk across paydays for a number of employees.

For instructions on how to use the new Console tools, refer to the Submitting payroll corrections guide in the Help Center.

We have added a new benefit type (roth_simple_ira) for Roth contributions to Savings Incentive Match Plan for Employees Individual Retirement Account (SIMPLE IRAs). Roth contributions to SIMPLE IRAs were allowed by Section 601 of the Secure 2.0 Act.

Refer to Types of Benefits for the full list of supported benefit types.