How To: View a Saved Report (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 ...
Related Articles
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: Save a View/Report
To save a view , click on the three dot ellipsis and select Save View or Save View As. Save View will override the previous version of the report Save View As will create a new version of the report and will require a new report name Select My ...
How To: Export a Report
To export a report, click on the three dot icon and click Export... A list of available export file formats is available in the File Format dropdown. The Display Header/Footer checkbox will include a header in the exported file. This header displays ...
How To: Run a Benefit Census Report
To report on employees enrolled in benefit plans, navigate to Benefits / Benefit Plans The Benefit Census Report includes benefit enrollments as well as employee level information, such as SSN, Gender, Salary, etc. Each Benefit Plan should be added ...
How To: Run an Employee Benefit Plan Report
To report on employees enrolled in benefit plans, navigate to Benefits / Benefit Plans The following columns are helpful in this report: Benefit Type -- Medical, Dental, Vision, etc. Benefit Plan: Name -- Specific Plan Name within each Benefit Type ...