thread isolved v12.14

With this update, Benefits Guidance will be able to provide employees with personalized guidance on identity theft benefit plans. To support this functionality, a new Benefit Category assignment has been added. System administrators will need to assign the appropriate benefit category to each applicable System Benefit Type so that the Plan Detail tab is enabled, and plans integrate correctly with Benefits Guidance. The Identity Theft benefit type will show in the Benefit Guidance questionnaire and recommendation, with a “Recommended” tag if applicable.

Identity Theft option in the Benefits Guidance questionnaire

New Benefit Category assignment for Identity Theft

Identity Theft shown with a “Recommended” tag

The System Change Log has been updated to include the following tables: System Benefit Setup, System Benefit Types, and System Benefits > PEO Benefits > System Benefit Plans.

System Change Log now covering System Benefit Plans

For client benefit plans using the new benefit plan tables, we've added quick-access navigation links throughout the Client Benefit Plans experience. Available in both the Add New wizard and maintenance screens, these links let users open related setup pages directly from key fields, add any missing items, and return to their original workflow.

Navigation links are available for Employee Payee, Employer Payee, Partner, Message, Eligibility Rules, Coverage Codes, and Coverage Groups — helping streamline benefit plan setup and maintenance.

Navigation links on the Client Benefit Plans screen

Clicking a navigation link opens the related setup screen

isolved People Cloud now includes support for the IRS's upcoming Treasury Tipped Occupational Code (TTOC) reporting requirements, effective for Year-End 2026.

New system enhancements make it easy to assign and manage IRS-defined TTOC codes for tipped employees. Codes can be maintained at the job or employee level, and job-level defaults automatically populate when employees are assigned to positions. During year-end processing, isolved handles the reporting logic and includes up to two TTOC codes on employee W-2 forms.

These updates help streamline compliance while minimizing manual effort for employers with tipped workers.

TTOC code fields on the Client Job screen

TTOC code fields on the Employee Jobs screen

A new Year End Designation is also available to route qualified voluntary tip earnings to both W-2 Box 7 and Box 12 Code TP. System admins will need to configure the appropriate tip earnings designation before year-end processing begins.

New Year End Designation for qualified voluntary tips

We're bringing more screens into the modern Gen 3 experience with this release — review the release summary for the full list of screens impacted.

To support a smooth transition, users who encounter an issue can temporarily return to the previous screen version (Gen 2) using the convenient revert option located on the Action bar.

Revert-to-Gen-2 option on the Action bar

Users can now require a passkey as their sole sign-in method from My Account. When enabled, SMS, email, and authenticator codes are turned off, with recovery codes remaining as a fallback. Users can update the setting at any time under My Account.

Passkey Required popup

Option to turn off Passkey Required in My Account

Option to turn on Passkey Required in My Account

The Balance Summary report is the first of a new family of Advanced Accruals report types available directly inside isolved Report Writer. For the first time, clients can build their own accrual balance reports — choosing the columns, filters, sorting, and grouping they need — instead of relying on fixed screens or manual exports.

Because the report runs on demand through the Advanced Accruals engine, the balances it returns reflect the same real-time values shown on the live accrual screens. There is no overnight batch to wait for, and no separate data extract to reconcile.

Balance Summary sub-report type in Report Writer

Existing Report Writer reports are now available throughout Reporting Hub. Users can favorite, generate, download, and view their Report Writer reports across Reporting Hub screens, and the Description populated in the legacy Report Writer now displays in the Description column in the Favorites and All Reports grids.

Report Writer reports shown in the Reporting Hub Favorites grid

Description column in the All Reports grid

This new Job Match enhancement to the Candidate Marketplace is currently underway. It is being rolled out in phases from July 1 to August 19, starting with high-usage Candidate Marketplace customers.

Rollout Details

• A segment of Partner customers will receive early access on 7/29. Partners who wish to know which customers will be included can contact their assigned Partner Success Manager or email partnersuccess@isolvedhcm.com.
• General availability is scheduled for 8/19 to all customers who have Candidate Marketplace enabled.
• Refer to the 7/1/26 isolved Applicant Tracking Release Notes for more information, a helpful video, and the user guide link.

Feedback

We'd love to hear what you have to say! We are gathering feedback from users with early access — here is the Job Match Feature Feedback form.

• Share the form with your customers, or
• Collect feedback and submit it yourself (you can submit multiple times).

To stay on top of all the ATS product releases, review the University isolved Applicant Tracking Release Notes.

Employees can now view their complete benefits summary through Claude — enrolled plans, employer-paid plans, coverage details, per-pay costs, and who's covered on each plan. No enrollment changes are made through Claude.

Sample benefits summary shown through the Claude Connector

Employees can now use Claude to access their complete pay history and review detailed paycheck information, including earnings, deductions, taxes, and accruals. Pay stubs are also available as downloadable PDFs directly within the conversation. Claude provides payroll visibility only and does not support payroll actions or changes.

Sample payroll information shown through the Claude Connector

We're excited to introduce Advanced Accruals — a new capability in isolved that keeps employees' accrual balances accurate in real time. Until now, balances only updated when payroll ran, which meant gaps whenever a client's pay schedule didn't line up with calendar dates, fiscal years, or hire anniversaries. Advanced Accruals changes that: balances reflect awards and time taken as they happen, so what employees and managers see is always current.

With Advanced Accruals, clients gain far more flexibility in how time is earned. Award accruals hourly, daily, per pay period, monthly, quarterly, or annually — tied to a specific date or an employee's anniversary — and set precise limits, carryover rules, and eligibility so the right employees are automatically placed on the right plan.

Advanced Accruals will work well for clients with more complex plans that current accrual options do not support. Clients whose existing accrual plans meet their needs do not need to switch; their plans will continue to work exactly as they do today.

Advanced Accruals balance overview

Configuring an Advanced Accruals award schedule

isolved is introducing a Time Off Cancellation feature that lets employees request to cancel an approved, future-dated absence — with a workflow for the request to be routed to their manager for approval or rejection. Importantly, this feature stands on its own: clients do not need Advanced Accruals to use it.

Employees have two paths to start a cancellation:

• In Employee Workspace, a Cancel button appears on eligible approved future-dated absences in the Upcoming section of My Time Off (BETA).
• In Core, employees can also initiate a cancellation directly from the Time Card or the Employee Calendar.

For clients, this removes a common friction point: employees no longer need to email HR or submit a manual correction to unwind a future absence, and managers keep full control through the standard approval flow.