How To: Share Reports with Other Users (Video)

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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: Create Basic Reports (Video)

  See Also: How To: Create Basic Reports

• How To: View Saved Reports

  Saved reports are available in the system and can be easily run or modified from the My Saved Reports menu. To view saved reports, navigate to the My Saved Reports menu: The default view will include only reports that you have created and saved (1) ...

• How To: Create Basic Reports

  Reports are generated from specific views within the system. To create a new report, navigate to the Reports Hub and select a base report. You can select a report by Category or search for reports based on a specific term. (My Reports / Report Hub) ...

• How To: Download Quarterly Tax Reports

  Quarterly Tax Report Packages can be downloaded directly from the system. Click the Tax Returns shortcut on your Payroll Dashboard OR Navigate to Tax Documents Payroll / Reports / Taxes / Tax Documents Locate the applicable tax quarter / tax year ...

• How To: View a Saved Report (Video)