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Changelog

Released on

  • Updated employee survey eligibility settings
  • Added improved survey navigation tracking
  • Added Admin Enrollment Tracking feature
  • Removed Companies Stats feature and introduced Enrollment Tracking
  • Added automated invite sending when Special Enrollment Periods begin
  • Added nightly processing for eligibility updates
  • Enhanced employee Special Enrollment Period status integration
  • Updated Special Enrollment Periods to start on the first of future months only
  • Reduced Special Enrollment Period window from 60 days to 12 days
  • Implemented Invoices page with Coming Soon placeholder
  • Added Special Enrollment Period phase status badges
  • Improved onboarding task completion and employee role assignment
  • Added validation to prevent overlapping Special Enrollment Period reasons
  • Added digital shopping table feature
  • Optimized Companies page performance in Admin Portal
  • Added enrollment expiration dates
  • Added pay frequency, last pay statement date, and pay periods remaining fields
  • Added enrollment totals calculations
  • Added authentication button styling improvements
  • Implemented HR dashboard notifications feature
  • Enhanced form validation for About You section
  • Updated recommendation introduction step for better user feedback
  • Added per pay period deduction amount calculations
  • Improved enrollment status tracking with new status model
  • Updated enrollment tracking components with status badges
  • Added login button to landing page and removed sign-up link
  • Enhanced password reset functionality with role-based branding
  • Updated user redirection to use sign-in instead of sign-up
  • Restored census uploads feature

Released on

  • Improved accessibility and data handling for employee tables and dashboard
  • Enhanced navigation and employee management with better routing and active state handling
  • Simplified employee header component by removing unused functionality
  • Improved household member form validation and simplified form handling
  • Enhanced employee settings management with new modal dialogs
  • Removed unused routes from broker portal for better performance
  • Improved font loading functionality
  • Added cookie consent management with banner and preferences options
  • Simplified user avatar component with improved user data handling
  • Implemented support ticket management system
  • Optimized query handling in team setup and management pages
  • Added frontend and backend support for SEP creation from companies index
  • Enhanced employee management components with new SEP creation dialog
  • Improved error handling to return proper status codes instead of server errors
  • Enhanced session error recovery
  • Updated forgot password flow to always navigate to success page
  • Added account lockout protection to all user models

Released on

  • Added user confirmation flow and enhanced demo user experience
  • Updated landing page metadata for better search optimization
  • Made email addresses editable when accepting employee invitations
  • Implemented OAuth invitation flow for streamlined user sign-up
  • Added company lead management and integrated lead creation into the quote process
  • Enhanced employee onboarding by automatically assigning roles during synchronization
  • Added CSV upload functionality for budget management
  • Implemented budget review functionality in the admin interface
  • Updated concierge broker operating hours
  • Updated privacy policy to include data erasure information
  • Enhanced quote review and affordability components
  • Added ZIP code validation to ensure it matches selected state in quote wizard
  • Implemented quote drafts management in admin interface
  • Fixed affordability display in quotes overview
  • Implemented lead conversion and HR executive invitation during budget acceptance
  • Updated confirmation flow to redirect to admin login
  • Added campaign tracking to company broker integrations
  • Activated simplified budget configuration for converted company leads
  • Removed email input requirement from employee surveys
  • Made adjustments to employee onboarding flow
  • Refactored recommendation system for improved performance

Released on

  • Added document management functionality for company documents with validation and upload capabilities
  • Enhanced employee document management with employee-specific document retrieval
  • Improved loading experience across the application with skeleton components and accessibility enhancements
  • Added employee search and filtering capabilities with enhanced selection interface
  • Enhanced employee metrics and statistics display in company dashboards
  • Improved employee status tracking and management
  • Added support ticket functionality for company employees
  • Enhanced integration with Finch for employee data synchronization, including automated job lookup and improved employment data processing
  • Added ICHRA guide page and updated navigation
  • Improved Simple Budget allowance calculator with enhanced premium calculations and caching
  • Enhanced employee survey components with better user interface
  • Added wizard backend for Simple Budget configuration workflow
  • Improved data fetching strategies across admin and HR dashboard sections
  • Enhanced employee enrollment management functionality
  • Updated landing page and blog content

Released on

  • Added broker invitation functionality to the admin panel
  • Implemented comprehensive broker management features in admin panel
  • Added agent management capabilities in admin panel
  • Enhanced employee management with create and update functionality
  • Implemented two-factor authentication for agents and brokers
  • Added employee deduction tracking model
  • Introduced quotes feature to admin application
  • Enhanced admin app with quote wizard and step-by-step interface
  • Implemented census upload and processing features in admin app
  • Added quote strategies and strategy detail components in admin app
  • Enhanced admin app with quote wizard context and coverage information component
  • Added quote strategy PDF generation functionality in admin app
  • Fixed PDF generation issues
  • Updated browser testing infrastructure for better compatibility
  • Enhanced PDF generation service for staging environment
  • Updated household step component and tests
  • Added broker integration models and data relationships
  • Removed unused temporary user code and database tables
  • Added individual enrollment capability for S125 benefits
  • Integrated rate quote system for broker synchronization
  • Enhanced rate quote integration with improved error handling and response validation
  • Added broker sync functionality to household surveys
  • Implemented simple budget database models and migrations
  • Built simple budget allowance calculator service with age factor data
  • Enhanced concierge page with dynamic phone number retrieval and improved user interface feedback
  • Added comprehensive simple budgets feature with routing, controller, and user interface integration
  • Integrated simple budgets with broker sync functionality
  • Added employee management for simple budgets
  • Enhanced user avatar component with caching for profile images
  • Added accepted status tracking and CSV export capabilities for simple budgets
  • Integrated simple budgets creation page with backend services
  • Added simple budget invitation component
  • Completed simple budget full integration and summary functionality
  • Enhanced simple budget user interface and added comprehensive testing
  • Fixed geocoding cache configuration issues
  • Fixed Redis configuration
  • Implemented frontend data layer refactor for HR survey module
  • Added vendor perks deletion functionality
  • Removed unused form components to clean up codebase
  • Standardized error handling across multiple components with centralized configuration
  • Reorganized code structure by business domain
  • Fixed application logging
  • Added middleware to handle search engine requests
  • Updated data serialization to match external service requirements
  • Added census upload functionality with improved integration
  • Streamlined task completion updates and error handling in company profile and tasks pages

Released on

  • Improved vendor perks display with full-width visit site button when no discount code is available
  • Updated search and category filter functionality for mobile devices
  • Added ordering of vendor perks by company name
  • Enhanced vendor perk features with dollar amount discounts and improved image display
  • Launched beta sign up functionality
  • Fixed HR executive creation process in admin portal
  • Updated text on signup and welcome pages
  • Added loading state to payroll connect button
  • Added masked input field for EIN on company profile
  • Included link to help article for payroll integration
  • Improved error messages and empty state user experience
  • Removed settings tab from task hub
  • Added ICHRA budget breakdown display in budget tab
  • Added Help and Support page
  • Implemented employer document generation
  • Enhanced payroll integration response handling
  • Added multi-entity mode functionality
  • Added support ticket system
  • Added help and support notifications
  • Added Invoices page to HR dashboard
  • Implemented payroll webhook processing and sync capabilities
  • Added census bulk quoting system with health insurance integration
  • Enhanced HR surveys with improved validation for assigned tasks
  • Added multi-file upload capability with progress tracking for census data
  • Added user analytics tracking
  • Implemented password reset flow with improved user interface
  • Improved responsiveness of HR dashboard layout
  • Added public landing page with contact form and legal pages
  • Updated company statistics tracking for broker portal
  • Added enrollment status tracking and filtering system
  • Implemented unified task management system
  • Added ICHRA budget statistics and dashboard integration
  • Enhanced employee status management system
  • Added task filtering capabilities and administrative controls
  • Improved task ordering and completion tracking
  • Added Agent and Broker user models with authentication support
  • Enhanced budget navigation with links to strategy details
  • Added broker and agent portal access with proper authorization

Released on

  • Added address management functionality for companies and employees
  • Improved HR executive invitation email system with first name personalization
  • Added small business identification checkbox
  • Implemented vendor perks management system with card display, search, and category filtering
  • Added copy code functionality and improved mobile search/filtering experience
  • Enhanced vendor perk displays with discount information, company names, and responsive images
  • Added beta sign up feature
  • Improved login page styling and user interface
  • Enhanced employee creation and profile management
  • Added comprehensive onboarding wizard with multiple steps for HR executives
  • Created dashboard pages for HR executives including employees, documents, billing, and support sections
  • Implemented admin dashboard with card components and notification system
  • Added employee modal for creating and editing employee details
  • Enhanced form navigation and mobile responsiveness throughout the application
  • Added billing page with payment utilities
  • Improved authentication views with better styling and user experience
  • Added employee survey flow with multiple steps and context management
  • Implemented household member management functionality
  • Added status page and blog with changelog
  • Created Experience Hub feature with navigation
  • Added budget controls with sliders, tooltips, and premium/deductible filtering
  • Implemented employee enrollment system with plan recommendations
  • Added insurance preferences screening and health needs assessment
  • Enhanced plan display with sorting, logos, and employer contribution information
  • Added CSV upload functionality for team management
  • Implemented Plaid integration for bank account linking
  • Added contact request functionality and support pages
  • Enhanced phone number validation and formatting across forms
  • Implemented task management system for HR dashboard
  • Added company profile editing in admin panel
  • Created recommendation flow with multiple screens and data persistence
  • Added plan comparison and cross-filtering features
  • Implemented Google OAuth2 authentication
  • Added Dollar Health Insurance mini-app with landing page
  • Enhanced error handling and user feedback throughout the application
  • Improved mobile calendar functionality and overall mobile experience
  • Added privacy policy and terms of service links
  • Updated dependencies and resolved compatibility issues

Released on

  • Added plan comparison feature
  • Improved landing page text to enhance user experience
  • Fixed mobile calendar display and simplified call-to-action buttons
  • Updated sign-up form with improved copy and added title
  • Enhanced error handling across applications
  • Updated styling and layout improvements

Released on

  • Added privacy policy, terms of service, and contact links to the application

Released on

  • Added Google OAuth2 authentication for user sign-in
  • Added Dollar Health Insurance mini app with dedicated landing page
  • Added confirmation page that appears after completing signup forms
  • Updated employee count options in dropdown menus

Released on

  • Disabled enrollment button when no plan is selected
  • Fixed console error related to user avatars
  • Enhanced enrollment review to include plan context information
  • Added Benepicks logo to header
  • Fixed avatar display issues by using default fallback image
  • Added breadcrumbs to employee survey pages
  • Added phone number masking for input fields
  • Refactored table components for better consistency
  • Added copy invite link functionality for HR executives
  • Improved layout and styling in coverage acceptance workflow
  • Enhanced breadcrumb visibility logic
  • Added masked input formatting for form fields
  • Fixed layout issues with top navigation bar in employee surveys
  • Added placeholder text to address input fields
  • Added confirmation modal when deleting team members
  • Added plan search functionality to make finding plans easier
  • Enhanced employee survey interface and user experience
  • Updated census upload instructions and copy

Released on

  • Improved sorting functionality for Premium Deductible filters
  • Increased background height on HR Survey pages for better display
  • Fixed team and banking status display issues on review pages
  • Removed select button from insurance preference section for streamlined experience
  • Added loading animations for employee enrollment processes
  • Enhanced table components with improved styling and functionality

Released on

  • Added Mini App for benefit recommendations with multi-step flow
  • Introduced ICHRA estimate calculator and display screens
  • Added comprehensive recommendation review page with disclaimer that estimates are not quotes
  • Implemented data persistence throughout the recommendation process
  • Enhanced admin panel with company editing capabilities and pagination
  • Added company employee management screens and overview pages
  • Integrated Finch disconnect functionality for payroll connections
  • Added user avatar display with logout functionality
  • Improved manual team entry process with backend integration
  • Enhanced household form with better error handling
  • Added empty state display when no employees are present
  • Improved coverage start date selection in HR survey
  • Enhanced address search functionality with better integration
  • Added masked input validation for date of birth fields
  • Removed fixed positioning from address suggestions for better mobile experience
  • Added welcome message and reduced estimated time for benefits survey
  • Implemented cross-filtering capabilities for insurance plan browsing
  • Improved SSN input formatting and user experience
  • Fixed agreement checkbox value persistence issues
  • Enhanced loading screens to show only during survey navigation
  • Added CSV upload functionality for broker portal
  • Introduced ICHRA class card component for better plan display
  • Added company benefits overview page
  • Updated logos and branding throughout the application
  • Improved admin login experience and header styling
  • Added loading animations across appropriate application states

Released on

  • Added contact request functionality and contact us page
  • Created company description and getting started pages
  • Added coverage start date validation
  • Implemented team member addition via tabs interface
  • Enhanced user sign-up flow and UI feedback
  • Updated survey flow and redirects
  • Added employee enrollment review page
  • Fixed Google Places dropdown in modal
  • Added plan fit score to employee enrollment
  • Added "Why it Fits" section to coverage details
  • Added role-based navigation and HR survey functionality
  • Added health needs step to survey
  • Added logout button on dashboard and pages
  • Improved household member form validation
  • Configured logout redirection by user type
  • Improved employee invite process
  • Fixed date format for birthdate
  • Cleared errors when address or birth date changes
  • Added confirmation modal to review plan selection
  • Added employer contribution display
  • Improved address persistence across household member sessions
  • Improved insurance plan display and sorting
  • Updated plan display logic and text
  • Hidden add spouse button when spouse already entered
  • Added click handlers to option cards
  • Improved HR survey start date calculation
  • Removed qualified medical expenses from survey
  • Fixed Plaid integration issues
  • Updated employee enrollment page to be fully responsive
  • Added toast notification when adding members
  • Improved CSV upload experience and guidance
  • Replaced date picker with enhanced version
  • Added backend integration for insurance preferences
  • Added intro step to employee survey
  • Added team page components and restructured layout
  • Fixed focus border color styling
  • Added save draft functionality
  • Improved information persistence in add team screen
  • Fixed family size calculation when no dependents selected
  • Enabled step navigation in HR survey form
  • Removed set reminder button
  • Improved phone number formatting
  • Updated recommended badge positioning
  • Updated link text for admin access
  • Added success modal after admin completes survey
  • Removed salary information from manual entry instructions
  • Added password validations
  • Improved redirect logic for incomplete HR surveys
  • Removed 'not sure' option for health plan offering
  • Added task section to HR dashboard
  • Made range symbols consistent in dropdowns
  • Improved employee and executive signup forms
  • Updated team step to show completion status
  • Removed edit button from employees table
  • Added health survey functionality
  • Improved address building from location services

Released on

  • Added new date picker component for better date selection
  • Created employee management from payroll data
  • Fixed dashboard loading issues for HR executives
  • Added employee invitation endpoint for HR executives
  • Improved employee data fetching and display
  • Added household and household member management
  • Fixed redirect issues for HR executives
  • Added employee count display to company employee listings
  • Implemented bulk employee invitation functionality
  • Improved HR survey form with helpful tooltips
  • Enhanced form validation for company details
  • Added navigation using React Router
  • Improved tooltip text and positioning
  • Added logout functionality
  • Created admin companies overview page
  • Enhanced EIN validation with IRS prefix rules
  • Added employee invitation resend capability
  • Improved US state validation in address forms
  • Added bank account linking with Plaid integration
  • Enhanced survey progress indicators and slider tooltips
  • Added admin sign-in functionality
  • Added success confirmation for Plaid bank connections
  • Enhanced address management with FIPS code lookup
  • Added ICHRA notice display in dashboard
  • Cleaned up admin account section by removing employee count
  • Added frontend style guide documentation
  • Implemented Plaid bank account management
  • Added ICHRA class management
  • Improved form layout and visual styling
  • Enhanced phone number validation and formatting

Released on

  • Improved executive signup page layout
  • Added Experience Hub feature with navbar and basic navigation
  • Added deductible and premium range filters
  • Enhanced budget slider with tooltip and improved styling
  • Updated to React 18.3
  • Added company onboarding functionality
  • Integrated household and household member features
  • Migrated admin panel to improved React framework
  • Migrated vendor perks section to improved React framework
  • Updated Lost page with improved framework

Released on

  • Added blog and changelog functionality
  • Added employee enrollment feature
  • Added favicon to improve site branding
  • Fixed blog navigation routing issues

Released on

  • Added blog and changelog features

Released on

  • Added status page to help you monitor system availability and service updates

Released on

  • Added HR executive profile section
  • Added employee creation functionality
  • Improved login page styling and design
  • Fixed discount type checkbox functionality
  • Updated invitation emails to include recipient's first name
  • Added delete functionality for vendor perks
  • Added step-by-step wizard for onboarding process
  • Created business details screen for setup
  • Added start date selection step and screen
  • Created team management screen
  • Added banking step for HR executive onboarding
  • Added review step for HR executive onboarding
  • Updated registration page design
  • Added HR executive dashboard with employees, documents, billing, and support pages
  • Added admin dashboard components including notification badges and status indicators
  • Fixed coverage start date validation
  • Created employee management screen
  • Added employee modal for creating and editing employee details
  • Added payroll management provider sections
  • Created dedicated support, documents, and billing pages
  • Added settings page to HR executive dashboard
  • Enhanced form navigation and mobile responsiveness
  • Added billing utilities and improved billing page functionality
  • Improved authentication page styling and user experience
  • Added document download functionality
  • Created employee survey flow with multiple steps
  • Added household information step
  • Added insurance preferences screen
  • Updated service plans and database configurations

Released on

  • Fixed issues with HR executive form functionality
  • Updated text on signup and welcome pages
  • Resolved display issues with the Hedgehog feature

Released on

  • Added responsive image testing functionality
  • Released beta sign-up feature
  • Improved email delivery system configuration

Released on

  • Added discount code loading functionality to editing and listing pages
  • Added vendor perk images to the main listing page

Released on

  • Added alphabetical ordering of vendor perks by company name for easier browsing
  • Added support for dollar amount discounts on vendor perks

Released on

  • Changed vendor perk cards to display company names instead of job titles for better clarity
  • Added discount percentage and trial period information to vendor perk displays

Released on

  • Added a new vendor card component to improve vendor display
  • Added copy code button functionality for vendor perks
  • Added link functionality to navigation buttons
  • Improved vendor perks display with a grid layout
  • Added navigation bar component for better site navigation
  • Added search and category filtering capabilities
  • Improved mobile experience for search and category filters
  • Fixed copy code button to only appear when vendor codes are available
  • Enhanced visit site button to display full width when no vendor code is present

Released on

  • Looking at the internal changelog entry provided, this appears to be an incomplete or internal-only note that doesn't contain sufficient information about user-facing changes.
  • No public-facing changes in this release.

Released on

  • Added address information to company profiles and employee records
  • Fixed issue where addresses weren't being properly created for new HR executives

Released on

  • Improved email configuration with enhanced default settings

Released on

  • Added ability to edit vendor perks
  • Added image upload functionality for vendor perks
  • Improved application performance through optimized production builds