thread isolved v12.15

With this update, Benefits Guidance will be able to provide employees with personalized guidance on pet insurance 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 Pet Insurance benefit type will show in the Benefit Guidance questionnaire and recommendation, with a “Recommended” tag if applicable.

Pet Insurance option in the Benefits Guidance questionnaire

New Benefit Category assignment for Pet Insurance

Pet Insurance shown with a “Recommended” tag

We're continuing to bring more screens into the modern Gen 3 experience — 17 additional screens are impacted this release. Review the release summary for the full list.

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

We've resolved an issue that could cause an auto-run payroll to process immediately after being voided when Reschedule Payroll was selected. To provide greater visibility and control, the Void Payroll screen now includes Payroll Run Type and Run Date fields when rescheduling an auto-run payroll. These fields default to the current payroll settings and can be updated as needed before the payroll is rescheduled.

New Payroll Run Type and Run Date fields on the Void Payroll screen

To help keep users informed about important security-related changes, an email notification will now be sent whenever recovery codes are regenerated. The email is delivered to the account email address and confirms that a previous recovery code has been invalidated, includes the date and time of the change, and provides guidance on next steps if the activity wasn't expected.

Email notification sent when recovery codes are regenerated

A new Service Bureau Tax Refunds screen gives ASO service bureau users a centralized view to review, select, and process pending tax liabilities and credits across all clients without navigating into individual companies. Available under Tax Filing Management > Tax Utilities > Service Bureau Tax Refunds for both internal and external service bureau users, the new screen streamlines refund processing by automatically creating ACH On-Demand transactions and updating liability statuses. Any deleted refunds are automatically tracked and reversed.

New Service Bureau Tax Refunds screen

We've added a new Transaction Detail sub-report type to Report Writer, giving users greater visibility into how balances change over time. This report provides a detailed audit trail by listing individual accrual transactions within a selected date range, along with a running balance after each transaction, making it easy to understand exactly how a balance was calculated.

Transaction Detail sub-report type in Report Writer

Perform Small Business now supports anniversary-based review cycles, providing organizations with greater flexibility in scheduling employee performance evaluations.

With this enhancement, administrators can configure review cycles based on either an employee's hire date or adjusted service date. During setup, they can define the evaluation year and establish due dates that align with each employee's anniversary date.

To simplify configuration, the system includes a timeline preview that displays key review milestones and exact review dates before the cycle is activated. Once the review cycle is in place, review assignments are generated automatically, eliminating the need for ongoing administrative intervention.

Timeline preview for an anniversary-based review cycle

Available 8/20/26

Administrators can now require employees, managers, and/or supervisors to formally acknowledge receipt of their finalized performance review directly within the existing review wizard. Each sign-off captures a timestamped record for compliance and audit purposes, with sign-off data included in the Review Status & Scores export, PDF exports, and the admin dashboard.

Sign-off capture in the review wizard

Available 8/12/26

Keeping your Indeed account connected is now even more seamless with additional safeguards in place. Duplicate answer options in screening questions can cause Indeed to flag jobs and disconnect accounts from the integration. To help prevent this, screening questions are now automatically checked for duplicate answers before a job reaches Indeed — the system checks all associated screening questions whenever a job is saved or posted.

1. If a duplicate answer is found in a Job Question, Admins and Job Posting Managers are prompted to correct the exact question that needs fixing before the job can be posted.
2. If a duplicate answer is found in an Additional Question, no action is required — since this area isn't accessible to customer users, the account manager is automatically notified with the details needed to correct it.
3. Safeguards have also been added to prevent duplicate answers from being created in new screening questions, reducing these issues over time and improving the reliability of job postings to Indeed.

Duplicate-answer warning on a screening question

Prompt to correct the issue before the job posts to Indeed

Available 8/19/26

Based on customer feedback, we've enhanced the Advanced Applicant Search Bar with field-based search options for Name, Email, Phone Number, Tags, and Resume Keywords. These updates bring back the familiarity and speed of the legacy search experience while maintaining the powerful AI-driven capabilities available with the Advanced Applicant Search Report.

A quick tutorial will be shown the first time users access the report after the update, and can be reopened anytime using the What's New button. No additional setup is required — the enhancement is automatically available to all Attract & Hire (Premium) clients with Advanced Reporting enabled. There is no change to the original applicant search bar for clients without Advanced Reporting enabled.

New field-based search options in the Advanced Applicant Search Bar

Quick tutorial available via the What's New button

Building on the Claude Connector's existing time off, paycheck, and benefits functionality, v12.15 adds four new capabilities that give employees even more access to their isolved information through natural language:

View Notifications: employees can ask Claude to view their isolved notifications, including the title, content, read status, and originating product. Notifications are returned in reverse chronological order.

Viewing notifications through the Claude Connector

Mark Notifications as Read: employees can ask Claude to mark notifications as read — individually, by product, or all at once.

View Company Contacts: employees can ask Claude for company contact information, including HR, payroll, and other company-designated contacts, as well as their assigned manager and supervisor.

Viewing company contacts through the Claude Connector

View Personal Contacts: employees can ask Claude to view their personal contacts on file, including emergency contacts, dependents, and beneficiaries, with relationship details and coverage information where available.

Viewing personal contacts through the Claude Connector