How To: Setup or Change a Security Question
A Security question and answer can be setup to allow users to reset their own forgotten password. To setup or change a security question and answer, navigate to the main menu and select My Information / Change Security Question
You will need to provide your current password, enter the security question and answer that will be used in the event of a forgotten password.
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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)
To grant consent for electronic year-end forms, navigate to My Info > My Pay > Forms > W2 or 1099-NEC Click the Electronic Consent button Check the box to Receive Form W2 Electronically and confirm the update with your password Once you have ...
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How To: Change My Direct Deposit Account
To change your existing direct deposit account to a new account you will need to end the current direct deposit account and set up a new direct deposit. To end date your existing direct deposit account, navigate to your Home Tab, select the Request ...How To: Request a Timesheet Change Request
Changes to timesheet entries can be requested directly from the My Timesheet widget in the mobile app or desktop view. In the mobile app, select Change Request from the additional options menu in the bottom right. In the desktop view, select Change ...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: Enter Training/Meeting Hours on Timesheet
Employees can log hours as Training or Meeting hours on the timesheet. To clock into a meeting or training, select Change Job/Location on the Timesheet Widget. If you are currently clocked into a different department and position, using the Change ...How To: View My Current Benefit Enrollments
Typical benefit packages can include health insurance, dental insurance, vision insurance, life insurance, and more. All the benefit plans you are enrolled in are listed on the My benefits widget. To view the details for each plan click the View ...