How To: Replace a Company Document with a New Version
To replace an existing company document with a new version that maintains all the settings of the original document, navigate to Our Company / Document Upload and click the edit icon
Click Re-Upload
Choose the file with the new version of the document and click Upload
The file date will be updated to the date the new version was uploaded but all other settings, such as document name, type, description will remain unchanged.
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How To: Add Workflow Delegation for Backup Approval
If a manager/approver is out of the office for a period of time, Workflow Delegation can be set up to assign a different manager to handle approvals during their absence. Delegations can be add by the employee prior to their absence or by the Admin ...
How To: Enter a Manual Check
Enter the Payroll Prep for the next scheduled payroll date Select View Pay Statements in the Add/Edit Pay Statements Payroll Prep step. Do not Initiate Payroll or Sync Time Select New Pay Statement Create a new pay statement using the Manual Pay ...
How To: Submit a New Tax Withholding Form
Changes to withholding form, such as the IRS Form W-4, can be initiated directly in the system by an employee and approved by HR. Once processed, all changes will be automatically updated on the employee record and applied to the next payroll ...
How To: Enroll in Benefits For Life Change Event
To enroll in benefits as the result of a life change event, such as the birth of a child, adoption, marriage, divorce, etc. select Start a new life change event on the My Benefits widget: You may also navigate to My Benefits > Enrollment > Life ...
How To: Consent to Electronic Year-End Form Delivery (W2 or 1099)
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How To: Upload a Company Document
To upload a new company document for users to view or download, navigate to Our Company / Document Upload. Click Upload Document. In the Select File screen, choose the file to upload. Under Extra Settings: Display Name: The name that will display to ...
How To: Post a Company Announcement
Company announcements can be used to broadcast information or messages to all employees, or a specific group of users. From the Home dashboard, hover over the Admin Tools icon and select Announcements. If you do not have this icon, navigate to ...
How To: Set Up An Employee With Paid Company Holidays
In order for employee's to get paid holidays, they need to have two profiles assigned to them: Holiday Profile: Assigns a holiday table to determine which dates are company paid holidays. TS Auto Population: Automatically populates the time off hours ...
What to do if an SSN fails to verify
Follow these steps for each SSN that failed verification: Compare the failed SSN to your employment records to see if you made a typographical error. If your employment records match what you submitted, ask your employee to check his / her Social ...
How To: Close Payroll
Navigate to the Close/Open Payroll step under Review Close Payroll If there are any errors or warnings, these will display in the Close/Open Payroll step. Select the Payroll Errors or Payroll Warnings link. You will be navigated to the Payroll Pay ...