UZIO Product Updates, July 2026

Modified on Sun, 20 Sep at 4:42 AM

UZIO Product Updates — July 2026

The July 2026 release brings improvements across Time Tracking, HRIS, and Payroll. Highlights include automatic time-tracking enrollment for hourly employees, a new integration with Greenhouse (ATS), confirmation emails after payroll submission, support for Trump Accounts under the One Big Beautiful Bill Act (OBBBA), and smarter deduction handling in Special payrolls.

In this article

UZIO Time Tracking Enhancements

Automatic Time Tracking Enrollment for Hourly Employees

New active hourly employees are now enrolled in time tracking automatically — no matter how they are added: bulk import, API, integration, rehire, or onboarding. Employees who switch from salaried to hourly are enrolled too.

If you removed someone from time tracking manually, they will not be pulled back in. You can still add them yourself anytime.

Note: Automatic enrollment is on by default for DSP customers. If you would like it enabled for your company as well, please write to support@uzio.com.

OT and break rules are picked up from co-workers

When someone is enrolled, UZIO looks at their co-workers — same work location, same FLSA status, already in time tracking. If they all use the same overtime rule, the new employee gets it automatically. If they use different rules, or there is no one to compare against, the employee shows up under OT Issues on your Home Dashboard so you can pick a rule. Break rules work the same way and are assigned separately.

Everyone gets the usual invite

Newly enrolled employees receive the standard time-tracking invitation email on the day their enrollment starts. Future-dated hires receive it on their hire date.

Non-exempt employees must have an overtime rule

An OT rule is now required — you cannot skip it:

  • When hiring — if a non-exempt employee is set up for time tracking, an OT rule must be selected before saving. Nothing else in the hire flow has changed. The break rule is still optional and now appears right next to the OT rule.
  • During first-time setup — every non-exempt employee needs a rule before you can finish. “Weekly 40 Hours” is filled in for you and can be changed for anyone.
  • “None” and “N/A” no longer appear in the OT Rule dropdown for non-exempt employees anywhere in the product.

On release day for DSPs

Existing active hourly employees who are not in time tracking yet will be enrolled automatically (where the setting is on). Anyone we cannot assign a rule to will appear under OT Issues for you to resolve.

Separate Employee & Employer Note Settings

Until now, one shared setting decided whether notes were required on time entries. This is now two independent settings — one for employees and one for employers — so notes can be required for one role and optional for the other.

  • The Employee setting covers employee note actions: adding, editing, or deleting a time entry, missed clock-out, and break attestation.
  • The Employer setting covers employer note actions: adding, editing, or deleting an entry, missed clock-out, missed-break acknowledgment, and rejecting changes.
  • Notes stay optional when an employer accepts an employee’s changes. The “Add Notes” workflow is not affected by either setting.
  • Defaults: new customers start with both set to Mandatory. Existing customers keep their current behavior — nothing changes on release.

Approaching 60-Hour Limit metric now triggers at 48 worked hours

The Approaching 60 Hours Limit metric now flags employees who have worked more than 48 hours in the last 6 days, regardless of today’s scheduled hours. Managers can act before assigning shifts that would push anyone past the 60-hour cap.

UZIO HRIS Enhancements

UZIO Integration with Greenhouse (ATS)

UZIO now integrates with Greenhouse, a leading applicant tracking system. Once connected, a Prospect Employee is created in UZIO automatically whenever a candidate reaches your chosen hiring stage in Greenhouse — with their job, compensation, and personal details already filled in. No more re-typing new-hire information from Greenhouse into UZIO. To enable it, please reach out to info@uzio.com

Key highlights:

  • One-time setup — connect with your Greenhouse Site Admin login, pick the hiring stage, and map the fields from Greenhouse to UZIO. Six standard fields are mapped automatically; common job and compensation fields come pre-mapped and can be adjusted.
  • Automatic prospect creation — on every hire, the prospect appears on the Prospect Employees page in Draft status and the new hire receives the standard UZIO self-onboarding email (W-4, I-9, direct deposit, personal details).
  • Added a new field in Greenhouse? Click “Refresh from Greenhouse” to pull the latest field list.
  • Disconnect anytime from the Greenhouse Field Mapping page. New hires stop flowing in and your field mappings are cleared, but prospects already created in UZIO continue through onboarding as usual. Reconnecting later simply repeats the setup.

For complete setup details, see the help article: UZIO Integration with Greenhouse

UZIO Payroll Enhancements

Email Confirmation After Payroll Submission

Until now, UZIO emailed you before a payroll was due, or if one was missed — but never confirmed that a payroll went through. To check, you had to log in.

Now, every successful Regular payroll submission sends the employer an automatic confirmation email that works as a receipt — instant peace of mind that your payroll was received and processed.

  • What’s in the email: the subject line shows the payroll type, pay group, and pay date at a glance. Inside, a simple summary table lays out the details.
  • Who receives it: all employer portal users with company-level payroll permission for the EIN, plus the employer admin.
  • When it’s sent: one email per successful Regular payroll. Special payrolls do not trigger this email.
  • No change: your existing payroll reminders and missed-payroll notifications continue as before.

OBBBA Implementation: Introduction of Trump Account

UZIO now supports Trump Accounts — a new type of tax-favored savings account for children, created under the One Big Beautiful Bill Act (OBBBA). Employers can offer a Trump Account contribution program through UZIO payroll, and employees can fund their child’s account straight from their paycheck.

Why this matters

Under the OBBBA, effective July 4, 2026:

  • Employers may contribute up to $2,500 per employee per year, tax-free for the employee.
  • Employees may add their own contributions as post-tax payroll deductions.
  • Employer contributions must be reported on the employee’s W-2 in Box 12 under new Code TA.

UZIO handles the tax treatment and year-end reporting for both automatically.

What’s new

  • A new Trump Account deduction is available when setting up deductions and contributions. Once created, the same deduction can be linked to an employer contribution.

How it works

  • Employer contributions go through the tax engine, which applies the correct federal and state tax treatment and enforces the $2,500 annual cap — if a larger amount is submitted, only $2,500 is excluded and reported.
  • Employee contributions work like any other voluntary post-tax deduction and are not included in Code TA.
  • At year-end, W-2 Box 12 Code TA shows the employer’s total contribution for the year, capped at $2,500.

Notes: Families open the account directly with the Treasury Department (trumpaccounts.gov), and the employer sends the funds to the account trustee outside UZIO — the same model used today for HSA and FSA programs. The $5,000 combined annual limit per account is enforced by the trustee, not by payroll.

Smarter Deduction & Arrears Handling in Special Payroll

We have enhanced how deductions and arrears are handled in Special (off-cycle) payroll runs. Payroll administrators now have precise control over what gets withheld on each run, and UZIO applies the right arrears recovery automatically — so an employee is never charged twice for the same benefit coverage period, and outstanding balances are recovered at the right time.

What’s new

  • Pick exactly which deductions apply. The Yes/No “Apply Deductions” and “Apply Contributions” options are now searchable multi-select dropdowns. Anything you do not select is not applied at all.
  • Automatic arrears logic for benefit deductions. For selected benefit deductions (medical, dental, vision, HSA, FSA, life, disability, and similar premiums), UZIO applies the right behavior on its own:
    • If the employee has an arrears balance, the run collects the arrears amount only — the scheduled deduction is skipped, so the same coverage period is never charged twice.
    • If the employee is terminated within the run’s pay period, both the arrears and the scheduled deduction are collected as part of the final paycheck.
    • 401(k), garnishments, child support, and other loan or court-ordered deductions continue to work exactly as they do today — on every paycheck, including Special payrolls.
  • New Payroll Health Check warnings. Before approval, the system flags issues — such as a terminated employee with unrecovered arrears — so you can review them before finalizing.

How it works

When creating a Special payroll, select the deductions and contributions that should apply. For each selected benefit deduction, UZIO checks the employee’s arrears balance and termination status and applies the right amounts automatically. You stay in control — any amount can still be edited in the payroll grid before approval, and the Health Check re-checks after edits.

This enhancement helps:

  • Prevent double-charging employees on off-cycle runs
  • Recover terminated employees’ outstanding balances on their final paycheck
  • Give administrators per-deduction control over every Special run
  • Reduce manual corrections and support tickets after special runs

Georgia State W-4 (Form G-4) Updated to the New Revision

The Georgia State W-4 (Form G-4) has been updated to the new revision released by the Georgia Department of Revenue.

  • The updated form is generated in both the payroll flow and the employee onboarding flow, and Georgia withholding calculations follow the new revision automatically.
  • No action is required — existing Georgia employees’ withholding elections carry forward unchanged.

Questions or feedback? Contact us at support@uzio.com or 571-601-1752.

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