1. Riding the Wave of Innovation
HR Roadmap
Michelle Neiswender
Unit Manager

2. Disclaimer
The alio road map is a view into the features/functionality we would like to add to alio. 
Weidenhammer cannot guarantee that all of these items will be completed and they should not be considered as commitments

3. Human Resource Roadmap
In this session Michelle Neiswender, Product Unit Manager, will explain the new features coming for alio Payroll. Your thoughts and opinions are greatly welcomed.

4. Release Schedule 18.1 Release – September 2017
18.2 Release – December 2017
18.3 Release – February 2018
18.4 Release – May 2018

5. 18.2 Release
This release will include the 2017 ACA, W-2 and 1099 forms.
Please let us know if your 2017 State W-2 or 1099 file layouts are changing.
Michelle Neiswender -
Charlotte Fidler –

6. alio Standards Ease of Use Reports were made spreadsheet ready
alio Spreadsheet-Ready FAS and HRS Reports Listing
Infolink.hammer.net
Added an LOV to fields on the report parameter forms
Indicate on the report parameter form which fields are required with an “*” to the left of the field names
Add ability to attach documents to core alio form
Add ability to export inquiry screens to a spreadsheet

7. alio-8797 – Personnel Directory HEEMP01B.REP
Added the following fields to the report: Office Extension, Mobile 1, Mobile 2 and Extended Zip Code. Also made the report Spreadsheet Ready.

8. alio-15449 - Employee Basic Info Listing HEBIL01A.FMX
Created a NEW Employee Basic Info Listing by Date to show Employee No, Name, SSN (optionally), date filter, an additional date, Address, Gender and Ethnicity.

9. alio-13710 – Employee Direct Deposit Information-HEDIR01A.FMX
Ded/Ben Plan is now a display only field and will be auto populated when Ded/Ben Code is populated (user can not enter the plan directly).

10. alio-15372 – Garnishments – 12C only!!
New Garnishment Payment File processing.
Ded/Ben Master - HMDED02A.FMX
Employee Direct Deposit Information - HEDIR01A.FMX
Employee Garnishment Addenda Information - HEGAR01A.FMX
ACH Garnishment Payment File Create - HPACH02A.FMX
ACH garnishment Payment File Report - HPACH02A.REP

11. alio-15372 – Garnishments – 12C only!!

12. alio-15372 – Garnishments – 12C only!!

13. alio-15372 – Garnishments – 12C only!!

14. alio-15372 – Garnishments – 12C only!!

15. alio-15372 – Garnishments – 12C only!!

16. alio-15372 – Garnishments – 12C only!!

17. alio-10330 - Leave Master - HMLVE01A.FMX
Add an option on the Alternate tab to select ALL Leave Plans for an Alternate Leave Code instead of selecting each plan one at a time.

18. alio-12175 and alio-14545 - Benefits Invoice Processing
Create a new option to create AR invoices for benefits that need to be billed (Create Invoices from Benefits-hbutl01a.fmx). 
Create a new option to create the ACH customer transactions and a file that is then transmitted to the bank to withdraw payment.
There will also be a report

19. alio-9822 - Employee Experience Report (Create New)
NEW – Employee Experience Report
Include Inactive Employees – Y/N
Include Terminated employees – Y/N

20. alio-9822 - Employee Experience Report (Create New)
CREATE NEW – Employee Experience Report
Sort By dropdown should contain three options: Employee Name, Employee No, Experience Code.
Experience Code No 1 will have a default value of “ALL”
Could choose to enter specific Experience Codes in the boxes:
Experience Code No 1 through Experience Code No 10.

21. alio-9761 – Employee Change Request Form
Create a NEW Employee Change Request Form
Option to display existing data about the employee
Write in form to request a change.
Job / Pay
Account Distribution
Name / Demographics
Location
Etc.

22. alio-3751 - Mass Upload of “Date" information (Create New)
Ability to mass load a Date Type and a date for “All” Active Employee’s or a group of employees.
Example: “TECH” — Technology Agreement
Everyone received the new technology agreement on the same date

23. Employee Service Portal

24. ESP 10.1 – December 2017 ESP-829 – W2 and 1095-C Forms
W2 form changes as well as 1095-C (if applicable)

25. ESP 10.1 – December 2017 ESP-805 – Employee Home page
Add Employee # to the employee’s home page

26. ESP 10.1 – December 2017 ESP-753 – Salary Compensation
Add client name, address, logo and employee name to Salary Compensation printed copy

27. Employee Service Portal
ESP-646 – Approval Hierarchy
Add the ability to remove or inactivate an approver on a specific level

28. Employee Service Portal
ESP-600 – Time Entry Request
Add ability to make earn code override field a required field on the time entry request

29. Employee Service Portal
ESP-482 – Years of Experience page
Add admin options to turn on option and to select which experience codes to display
Add Years of Experience page

30. Employee Service Portal
ESP-395 – Pay Check / Advice Detail
Add the employee’s address to the printed Pay Check/Advice Detail

31. Employee Service Portal
ESP-578 – Requests
Add ability for new employees to enter requests when no current job exists but a future job is setup

32. Employee Service Portal
ESP-824 – Emergency Contact and Dependent Requests
Add Relationship LOV to emergency contacts and dependent requests

33. Employee Service Portal
ESP-817 – Leave Request
Add Pending Leave value to the leave request so employee will have a more complete view of their leave balance

34. Applicant Portal

35. Applicant Portal – AP7.0 December 2017
AP-358 – My Job History
Add Location to the applicant’s My Job History page

36. Applicant Portal – AP7.0 December 2017
AP-361 – Applicant Job Search / Admin Pages
Display Job Description on the Applicant Job Search page and on all Administrator pages with job hover help

37. Applicant Portal – AP7.0 December 2017
AP-361 – Applicant Job Search / Admin Pages
Display up to 50 characters on Administrator pages with job hover help – My Job Listings, View/Edit Current Job Listing, Saved/Closed/Completed Job Listings, Applicant Summary – Jobs Applied For, Active/Archived/Deleted Applications

38. Applicant Portal – AP7.0 December 2017
AP-364 – Skills
Add ability to define skills, link to jobs and require applicant to have skill before applying

39. Applicant Portal – AP7.0 December 2017
AP-365 – Certificates
Add ability to define certificates, link to jobs and require applicant to have certificates before applying

40. Applicant Portal AP-366 – Endorsements
Add ability to define endorsements, link to jobs and require applicant to have endorsements before applying

41. Applicant Portal AP-367 – Security questions
Add new security/background question type with ability to review applicants answers; provide notification to applicant and prevent from applying to jobs if admin status is set

42. Applicant Portal Interface

43. Applicant Portal Interface – API-6.0 December 2017
AAPI-70 – Job Roles
Add ability to update alio employee Job Roles

44. Applicant Portal Interface
AAPI-25 – Hire Steps
Add functionality to make job hire steps optional
AAPI-40 – Hire Steps
Add functionality to assign different job hire steps to different users

45. Additional Training
If you are interested in other alio WebEx group training sessions, you can view a list of sessions currently available at,
If you prefer one-on-one training, please contact your alio support provider directly for cost and scheduling information.  If you have any questions or concerns, please contact alio support at or by direct to

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Discussion
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