An issue was resolved with the withholding documents for California, Maryland, Missouri, Kansas, Rhode Island, and Iowa. Previously, when clients had the feature enabled that flows back state tax information from Onboarding 365 to Bullhorn (PLA/System Setting ‘onboarding365StateTaxInfoFlowback’), the ‘Is Exempt’ field would not correctly set for the aforementioned forms. Now, the ‘Is Exempt’ field will correctly set.

We’ve expanded upon the “Request New Credential”user experience. Through a previous release, we added a modal that allowed users to free-type a request reason. Through this release, we’ve created a Private Label Attribute (PLA) called ‘Onboarding365RequestNewCredentialReason’ that will turn the aforementioned modal to a dropdown list if the PLA has values listed in it. If the PLA does not have any listed values, then the modal will continue to function as a free-type field.

Issues were resolved with forms WH-4 and WH-4MIL for the state of Indiana. Previously, when clients had the feature enabled that flows back state tax information from Onboarding 365 to Bullhorn (PLA/System Setting ‘onboarding365StateTaxInfoFlowback’), the fields: “Qualifying Dependents Exemption”, “You are 65 or older”, “You are blind”, “Spouse 65 or older”, and “Spouse is blind” from form WH-4 and the field “Spouse’s Social Security Number” from form WH-4MIL did not populate in Bullhorn’s State Tax Modal. Now, all values inputted in Onboarding365 for the aforementioned fields on WH-4 and WH-4MIL populate in the State Tax Modal in Bullhorn.

An issue was resolved for the isWorkFromHome field on the Job entity. Previously, the isWorkFromHome field was appearing on the Job List View and on the header and details card of a Job record when the field was set to hidden. Now, the isWorkFromHome field will not appear on the Job entity unless the field is added to View Layout and enabled.

• Colorado
• Maryland
• Minnesota
• North Carolina
• North Dakota
• Wisconsin
• Nova Scotia

We’ve created a new setting called ‘Capture Bank Address’ for the Canadian Direct Deposit form that can be found on the Direct Deposit settings page under the ‘Advanced’ tab. This new setting will be toggled on by default, but users can toggle the setting off resulting in the Direct Deposit form not showing or capturing ‘Bank Address’ on Desktop and Mobile.

• California
• Idaho
• Iowa
• Hawaii
• Kentucky
• Mississippi
• Montana
• Rhode Island
• Canadian Federal TD1
• Alberta
• British Columbia
• Manitoba
• New Brunswick
• Newfoundland and Labrador
• Nunavut
• Ontario
• Prince Edward Island
• Saskatchewan
• Quebec
• Yukon

The Marital Status selected on the “Withholding Tax – Iowa” web form will now show on the PDF form.

• Indiana
• Arizona
• South Carolina
• Louisiana

Phone numbers will no longer return the + symbol or country code values when requested through SOAP.

We’ve optimized the query for GET Clients so that requests will be executed faster. This will decrease the time a candidate or HR professional will spend navigating through pages in OB365 and will also decrease the stress on our database.

Added a new flag ‘include document meta data’ to both the GET Onboarding/Onboardingdocuments and Onboarding/Onboardingdocument. When this flag is set to true then the Onboarding Document(s) metadata value will return.

Resolved an issue that caused the Onboarding/Employee call to return a payMethod that was different from the payMethod that was sent to Bullhorn.

We’ve enhanced the POST/PUT Client Office request so that if the country being sent is the United Kingdom or Ireland the request will succeed. Client Offices for the United Kingdom or Ireland will now be automatically created in Onboarding365 when Locations for those countries are created in Bullhorn for clients who use the eStaffAutoCreateClientsAndOffices System Setting / Private Label Attribute.

Puerto Rico withholding tax form information will now flowback to a Bullhorn Candidate’s State Tax entity when using the Bullhorn feature that automatically flows state fax form information back into Bullhorn. This setting is enabled by setting the Bullhorn Private Label Attribute / System Setting ‘onboarding365TaxInfoFlowback’ to TRUE.

We’ve enhanced the process of previewing a record that contains data from another mapped entity. Users are now able to view the data instead of a URL to the mapped entity in the preview panel letting them know the exact data that is being sent to Onboarding365.

We also added padding to the bottom of the preview panel to prevent data from being clipped.

Sending the Country Ireland or the United Kingdom or any States / Provinces associated with Ireland or the United Kingdom using Entity Mapping, when initiating an Onboarding, will be accepted by Onboarding365.

When attempting to cancel an Onboarding that has an open E-Verify case the user will receive an error letting them know they can not cancel an Onboarding if an open E-Verify Case exists.

The checkbox statement “Legally eligible to work in the United States” will now be translated to French or Spanish when the Onboarder changes their preferred language to French or Spanish.

We’ve enhanced validation for phone number fields so that users will no longer be able to input non-number values.

Resolved an issue that caused the Review and Certify Tile to be disabled when a credential document was included in an Onboarding.

The digital signature date formatting that is being displayed to an Onboarder will reflect the date formatting of that Onboarder’s work Country.

The Search Contractors, Search Core Employees, and Search Pre-Hires Onboarding pages have been updated to allow searching by “Country”. When a user selects a country from the “Country” field, the “Work State/Province/County” field will then show the appropriate list of states, provinces, or counties depending upon the country that was selected.

We’ve removed a horizontal scroll on the field picker for Mapped Entities.

We have resolved an issue that caused preexisting direct deposit data in Bullhorn to be wiped out when an onboarding that did not collect direct deposit data flowed back to Bullhorn.

The value for Checking or Savings on the Canadian Direct Deposit form in Onboarding365 will now flowback to Bullhorn Direct Deposit for Clients who have Direct Deposit flowback enabled through the Bullhorn System Setting.

We have resolved an issue that caused downloaded files to not open in Bullhorn ATS because Onboarding365 attached the wrong file extension to them.

Resolved an issue that caused Iframes to no longer be saved via HTML in the Document Instructions.

We have resolved an issue that allowed “Certifications” records and “Licenses” records to save even though required fields were not filled out.

We resolved an issue that caused incorrect documents being added to onboardings upon profile completion because exclusion rules were not being followed.

Onboardings that only contained credentials on agencies with digital signature enabled would redirect the user to a blank page after their signature was submitted.

We’ve updated the United Kingdom “National Insurance Number” (NIN) collection method within the Profile Extension. When a user selects “I do not have a National Insurance Number” the system will hide the Temporary Reference Number” and allow the user to complete their profile.

We’ve updated the ‘User Guide’ link for all US and EU environments so that it will now direct users to the correct URL.

Data Replicator will now replicate the ‘BH_DocumentDataFlowback’ table. This table contains the following Onboarding365 document data: UniqueID, DocumentType, DocumentTypeID, acceptDate, certifyDate, generatedDate, additionalInfo, name, friendlyName, businessKey, userID, dateAdded, and dateLastModified.

The Onboarding365 header will now be displayed when viewing Onboarding pages from the Onboarding365 menu item.

We’ve introduced a new feature that, when enabled, will automatically flow back State Tax Form information captured in Onboarding365 to the Bullhorn State Tax Form.

For more details about this feature and enablement please review the following document: OB <> Novo Tax Info Flowback Overview

We’ve introduced a new feature that automatically adds Credential documents to an Onboarding when it is initiated through Bullhorn. With this setting enabled, Credential Requirements without a linked Credential on a Candidate and or Placement will be added to the Onboarders package.

In Onboarding365 Credentials will appear under their own tile, and this tile title can be customized by an Admin user. 

When the Onboarding is completed, the credentials flowback to the ‘Existing Credentials’ tab on the record that the onboarding was initiated from. 

For more details about this feature and enablement please review the following document: OB <> Novo Credentialing Integration Overview

Onboardings initiated with WorkCountry set to the UK will show the Work Eligibility statement as ‘I am legally eligible to work in the United Kingdom’. Onboardings initiated with WorkCountry set to Ireland will show the Work Eligibility statement as ‘I am legally eligible to work in Ireland’.

For more details about this feature and enablement please review the following document: Onboarding 365 UK & I

Onboardings initiated with WorkCountry set to UK or Ireland will hide the ‘issuing state’ drop down underneath the Driving License Number field.

Onboardings initiated with WorkCountry set to the UK will capture National Insurance Number. Onboardings initiated with WorkCountry set to Ireland will capture Personal Public Service Number.

Onboardings initiated with WorkCountry set to UK or Ireland will show date fields in the format of dd/mm/yyyy.

Phone number fields have been enhanced, adding a country code picker so users can select what country their phone number is from.

Onboardings initiated with WorkCountry set to the UK will show Pounds in currency fields in the application. Onboardings initiated with WorkCountry set to Ireland will show Euros in the currency fields in the application.

We now support selecting UK and Ireland in the Country Picker on all forms that have an address. When the countries “United Kingdom” or “Ireland” are selected, the State picker will become optional and be re-labelled as ‘County’.

We’ve added two new language settings for Onboarding, English (UK), and English (Ireland). 

We now support initiating Onboardings for clients in the UK and Ireland. With this change we’ve updated several areas of the application for users in the UK and or Ireland.

Resolved an issue that granted users, who normally wouldn’t have access, the ability to delete HR uploaded files associated with an Onboarding document.

Onboardings effected by a previous bug that caused the profile page to show Onboarding country as OTH were not able to be edited. We’ve resolved that issue and these Onboardings can now be edited.

In a previous release we introduced an unintentional change to the SOAP GetEmployee response, specifically how it returned the language value of an Onboarding. We’ve reverted this change and the GetEmployee SOAP response will now return language values as it did in the past.

We’ve added validation on all Bank Address fields for the United States and Canadian Direct Deposit forms. When a user attempts to save a Direct Deposit form with an invalid character(s) in a Bank Address field the user will receive an error prompt stating “Address contains invalid character/s” and will be unable to save the document until the invalid characters are removed. This applies to both the Desktop and Mobile version of the application. 

We resolved an issue where exclusion rules were not always being applied as expected.

The following Tax forms have been updated to the 2022 version within Onboarding 365:

● Minnesota – W-4MN
● Rhode Island – RI W-4
● Quebec – Source Deductions Return
● Ontario – TD1ON

● Nova Scotia – TD1NS
● Manitoba – TD1MB
● Alberta – TD1AB
● British Columbia – TD1BC

Onboarding365 Flowback is now supported for all Custom Objects available on all entities in Bullhorn.

We have resolved an issue where flowback from Onboarding365 to Bullhorn Work History was not working as
expected.

When an Onboarding is initiated through REST, passing the Work From Home value as True, and no
office is provided in the REST call, then the system will automatically create an inactive ‘WFH Office’
and assign it to the Onboarding.

We have resolved an issue where Auto Remind emails were not always being sent.

The ‘Resend’ email feature found in ‘Email History’ is now working as expected.

REST is now supported for environments that reside on our TEST server.

The following Tax forms have been updated to the 2022 version within Onboarding 365:

● Federal W-4
● Arizona – A-4
● Arkansas – AR4EC
● Colorado – DR 0004
● Connecticut – CT-W4
● Georgia – G-4
● Idaho – ID W-4
● Illinois – IL-W4 and IL-W-5-NR
● Iowa – IA W-4

● Kentucky – K-4
● Louisiana – L-4
● Maryland – MW507 and MW507M
● Missouri – M0 W-4
● New York – IT-2104 and IT-2104-E
● Wisconsin – W-204 and W-221
● Canada – TD1

If an onboarding is initiated with the new ‘workFromHome’ parameter set = true, then any ‘Worked
in Country’ rule(s) and/or ‘Worked In State’ rule(s) will look at the Onboarder’s ‘Lived In Country
and/or ‘Lived In State’ instead of the onboarding’s ‘Worked In Country’ and / or ‘Worked In State’ to
trigger those documents in a package.

The following REST API endpoints have been enhanced to include ‘documentCategoryType’ in the
responses:

● GET Agency/documents
● GET Onboarding/employee
● GET Onboarding/onboardingdocument
● GET Onboarding/onboardingdocuments

The Withholding Tax – South Carolina document (SC-4) has been updated with the most recent
version. Only the PDF and Instructions Link have been updated, along with some minor web form
text changes (i.e. updated dates).

Deleted documents can now be restored by Admin users from the ‘Deleted Documents’ table, which
can be reached from the ‘View Documents’ table on an onboarding.

Only Completed documents, or documents ‘In Progress’ that do not have another ‘In Progress’ copy,
in the onboarding package can be restored.