PARTNER PORTAL TOOLKIT

Size: px
Start display at page:

Download "PARTNER PORTAL TOOLKIT"

Transcription

1 Revised 7/26/2018 PARTNER PORTAL TOOLKIT Financial Advisors

2 TABLE OF CONTENTS Partner Portal Toolkit... 3 User Accounts... 4 Partner Portal... 5 Select Company or Set... 6 Recent Hires... 6 Recent Terminations k Participation... 9 Record Details...10 Employee Memos Sent...11 What's New...13 Feedback...13 Notifications...14 Employee Search...16 Employee Information...17 Data Insights...18 HR Insights...19 Headcount Trends...21 Turnover Insights...22 Employee Record Detail...23 How to Run Reports in the Library...24 Overview of Available Reports...26 TPA 401k Census Report...27 Code Groups...28 Custom Fields...29 Company Groups...30 Administrator Training Documents...31 Preferences...31 Paylocity Contact Information...32 Appendix

3 PARTNER PORTAL TOOLKIT ABOUT THIS DOCUMENT The purpose of this document is to provide an overview of the Partner Portal capabilities as well as some insight into the functionality that is limited to Web Pay Company Administrators for the companies that have a partner relationship. This valuable tool will serve as an excellent resource that will support a cohesive dialogue between Partners and Companies when managing Web Pay data. LOGIN PROCESS You will be assigned unique credentials for accessing the Partner Portal. These credentials include the Partner Id, your User Name, and your Password. Use these credentials during your initial login. Access the Partner Portal at Bookmark for quick access. In the Company ID field, enter the Partner Id that has been assigned by Paylocity. Enter the Username. Enter the Password. Click Login to enter the Partner Portal. Check the box next to Remember My Username to have the system automatically populate the Company ID and Username fields when logging in on the same computer. Users can change username, password, and notification preferences via the Partner Set > Preferences page. Users who have entered an address can reset their own password by clicking the Forgot link to access the password reset wizard. New Passwords must be different from the four previous passwords stored in the user s password history. Users will be locked out of the system after multiple unsuccessful login attempts and may be required to contact the Partner Set Administrator for User Name verification and/or password reset. 3

4 USER ACCOUNTS There are two Partner Set Security Groups available. PARTNER SET ADMINISTRATOR Granted full access to the partner portal. Can create and manage user accounts, schedule reports, and configure notifications. PARTNER SET STAFF Granted limited access to the partner portal. Cannot create or manage user accounts, schedule reports, or configure notifications. MANAGING USER ACCOUNTS Partner Set Administrators have the ability to manage user accounts for staff that require access to view Partner data and reporting. Once logged in, navigate to Security > User Accounts Click Add Non-Employee to add a new account. Click Id to edit a current user. Select the applicable Security Group via the drop down: Partner Set Administrator or Partner Set Staff. If the new user account should be the primary contact for the set, check the Primary Contact box. There can only be one primary contact. This is the contact Paylocity will reach out to in case there are any questions or concerns. Complete the required fields and any other fields as necessary in the Id/Name/Contact Information section. Enter a unique User Name. The Force User to Change Password on Login and Change Password boxes are checked by default to require the user to create a new password after logging in with the temporary password. Enter the temporary password into the Password and Confirm Password fields. 4

5 Click Save & Return to create the new user account and navigate back to the User Accounts page. NOTE: You MUST notify the new user of their username and temporary password. User will NOT be automatically notified. PARTNER PORTAL The Partner Portal provides easy access to Recent Hires, Recent Terminations, 401k Participation, and Employee Memos Sent. Partner Set users can be notified of any recent hires and/or terminations within the partner set on a weekly basis. Click What's New? to view the latest feature updates. Use Select Company or Set to limit or expand the display of information. Click the Feedback button to provide feedback. 5

6 SELECT COMPANY OR SET The default view of the Partner Portal displays All Companies and Sets. To see the data for one specific company or a company set, type into the search field or click the drop down arrow for a list of available companies. Select the applicable company or set to view the selected data. You must select only one company from the drop down to send memos. RECENT HIRES Displays any employees hired in the past 45 days for all companies, a company set, or a specific company within the partner set depending on the view selected in the Select Company or Set drop down. Use the Hire Date fields to change the display of employees. Partner Set users can be notified of any recent hires on a weekly basis. A message appears in the Message Center when there is at least one hire in an authorized company in the set in a given week. Users who have selected Work in the Notifications section of Preferences or User Accounts will also receive an . Select a specific company to send a memo directly to these employees to introduce yourself or send them important HR documents. Verify the correct company or companies are selected for display. Use the Hire Date fields to change the display of employees based on hire date. The default display shows employees hired in the past 45 days. Use the Other Filters to change the display of information based on other details such as name or position. Use the horizontal scroll bar to view all employee information such as employee ID, pay type, employment type, position, hire date, rehire date, and more. Use the vertical scroll bar to navigate up and down the page. Click the link in the Emp ID column to access the Employee Information page. Click Export to Excel to download the information to an Excel spreadsheet. Click Learn More to view details about sending memos. 6

7 When you have selected one company from the Select Company or Set drop down, you can check the box adjacent to any applicable employees to send a memo to the selected employees. RECENT TERMINATIONS Displays any employees terminated in the past 45 days for all companies, a company set, or a specific company within the partner set depending on the view selected in the Select Company or Set drop down. Use the Termination Date fields to change the display of employees. Partner Set users can be notified of any recent terminations on a weekly basis. A message appears in the Message Center when there is at least one termination in an authorized company in the set in a given week. Users who have selected Work in the Notifications section of Preferences or User Accounts will also receive an . Select a specific company to send a memo directly to these employees. Verify the correct company or companies are selected for display. Use the Termination Date fields to change the display of employees based on termination date. The default display shows employees terminated in the past 45 days. Use the Other Filters to change the display of information. 7

8 Use the horizontal scroll bar to view all employee information such as employee ID, pay type, employment type, position, hire date, rehire date, termination date, tenure, high compensation employee, and termination reason if one is provided. Use the vertical scroll bar to navigate up and down the page. The data reflects what has been entered in Web Pay by the client. Tenure is calculated based on the most recent date associated with a hiring activity. In cases where an employee has been re-hired, tenure will be shorter than the time between Hire Date and Term Date displayed. Click the link in the Emp ID column to access the Employee Information page. Click Export to Excel to download the information to an Excel spreadsheet. Click Learn More to view details about sending memos. When you have selected one company from the Select Company or Set drop down, you can check the box adjacent to any applicable employees to send a memo to the selected employees. 8

9 401K PARTICIPATION Displays 401k information for all companies, a company set, or a specific company within the partner set depending on the view selected in the Select Company or Set drop down. All active employees are included. Eligibility is currently not considered due to the complexity in plan rules and potential for incomplete data. Verify the correct company or companies are selected for display. Click Export Dashboard to download a PDF of the dashboard. COMPANY MATCH BREAKDOWN Tracks the percentage or dollar amount for employee contributions and company match. At the top of the chart, select 8 Quarters, 12 Months, or 6 Months to change the display. At the top of the chart, select % to display percentage or $ to display dollars. The chart can display memos that have been sent. Hover over any data point on the Bookmarks line at the top of the chart to see the description. Click the data point to access the Employee Memos Sent page. Click the ellipsis and select Bookmarks to view and configure the display of bookmarks. Hover over the data points on the applicable line to see an actual value. Click the data point to access employee record details. Click the categories to the right of the chart to hide or display the details. TOTAL CONTRIBUTIONS Tracks two 401k categories in a 12-month timeframe: Employee Contributions to the 401k plan and Employer Contributions to the 401k match. Hover over the applicable section of the chart to see the specific dollar amount. Click the categories below the chart to hide or display the details. TOTAL PARTICIPATION Tracks two 401k categories in a 12-month timeframe: Employee Participation in the 401k plan and Participation Gap. Hover over the applicable section of the chart to see the actual percentage related to the category. Click the categories below the chart to hide or display the details. 9

10 RECORD DETAILS View employee details. Use the horizontal scroll bar to view all employee information such as employee ID, pay type, employment type, position, and more. Use the vertical scroll bar to navigate up and down the page. Click the link in the Emp ID column to access the Employee Information page. Click Export to Excel to download the information to an Excel spreadsheet. Use the Hire Date fields to change the display of employees based on hire date. Use the Other Filters to change the display of information based on other details such as name or position. Click Close to return to the main screen. 10

11 When you have selected one company from the Select Company or Set drop down, you can check the box adjacent to any applicable employees to send a memo to the selected employees. EMPLOYEE MEMOS SENT Review memos sent from the partner set. Send memos when an individual company has been selected from the Select Company or Set drop down. Select one company from the Select Company or Set drop down. Click Send Memo to create a new memo. Select a memo and click Send Follow-Up to send a follow-up memo. Use the arrows to expand or collapse a section. In the Recipients section: 11

12 Click Export to Excel to download the information to an Excel spreadsheet. Click the link in the Emp ID column to access the Employee Information page. Search for any previously sent memos by entering a keyword in the search field and clicking Enter. Important Notes You can only send memos when the following requirements are met: You have selected one company from the Select Company or Set drop down. Memos are authorized for the selected company within the partner set. Web Pay Company Administrator rights required for memo authorization configuration. The selected company has Employee Self Service (ESS) enabled. 12

13 WHAT'S NEW Click What s New? at the top right of the page to view the latest feature updates. Click Close to return to the main screen. FEEDBACK Use the Feedback button at the bottom right of the page to provide feedback on your Partner Portal user experience or suggest enhancement ideas. Enter your address in the Requester field. Enter the Subject of your feedback or request. Enter your feedback or feature request. Add an attachment, if applicable. 13

14 Click Send Feedback. NOTIFICATIONS All Partner Set users can now be made aware of any recent hires and/or terminations within the partner set on a weekly basis. As long as there is at least one hire or termination applied to an authorized client within the set in a given week, any partner set user will be notified of the update in their Message Center. Financial Advisors can also be notified about 401k contributions since the last payroll. Users will be notified of the employee changes based on the setup of their Preferences page. VIEW NOTIFICATIONS VIA THE MESSAGE CENTER Hover over the number in the top right corner of any page and click View All Messages. 14

15 Click the link in the Received column to view the message. The message will display the number of hires and/or terminations within the past week. Click Partner Set Overview to be directed to the Partner Set Overview page to analyze the data via the Recent Hires and/or Recent Terminations pages. VIEW NOTIFICATIONS VIA Log into your work account that was entered on the Preferences page. Open the notification . The will display the number of hires and/or terminations within the past week. Click Partner Set Overview to be directed to login page of the Partner Set. Log into the Partner Set as normal to be directed to the Partner Set Overview page to analyze the data via the Recent Hires and/or Recent Terminations pages. 15

16 EMPLOYEE SEARCH Search for applicable employees in the partner portal to review relevant employee details. To see the data for one specific company or a company set, click the Select Company or Set drop down arrow for a list of available companies. Verify the correct company or companies are selected for display. Use the horizontal scroll bar to view all employee information such as employee ID, employee status, employment type, hire date, and more. Use the vertical scroll bar to navigate up and down the page. Use the Benefits Eligibility Date fields to change the display of employees. Use the Other Filters to change the display of information based on other details such as name or employee status. Click Export to Excel to download the displayed employees to an Excel spreadsheet. Click the link in the Emp ID column to access the Employee Information page. Click Learn More to view details about sending memos. When you have selected one company from the Select Company or Set drop down, you can check the box adjacent to any applicable employees to send a memo to the selected employees. 16

17 EMPLOYEE INFORMATION Review the employee information. Click the ellipsis. Select Export Details to download employee information to an Excel spreadsheet. Make the applicable selections to display or mask sensitive information. Select Send Memo to send a memo to the employee. Click Show or Hide to display or mask sensitive information. Use the employee drop down to select different employees. Click the section title, View Details, or View All to view additional details. 17

18 DATA INSIGHTS Analyze key data to spot trends. Analyzing data will help you stay a step ahead in exploring potential opportunities. Select an insight chart from the left side of the screen. Use the Select Company or Set drop down to choose an individual company, a company set, or all partner set companies. Select an option from the Page Export drop down to download the dashboard view for saving and/or printing. Click the ellipsis adjacent to a chart to use available downloading options for the applicable chart. 18

19 You may also have the option to Take a Tour of the selected dashboard and/or leave Feedback. HR INSIGHTS Use the dashboard to view employee information. View Headcount, Hired, Termed, and Average Tenure. Click the link to view employee record details. Click the information bubble for additional details. 19

20 View Growth Rate and Turnover Rate percentages. Click the information bubble for additional details. View Active Employees by Cost Center. Click the bar graph to view employee record details. Use the Cost Center Level and CC s to view drop downs to change the display of information. View Ethnicity for Equal Employment Opportunity (EEO) statistics. Hover over a specific section to view more details. Click the categories to the right of the chart to hide or display information. View percentage of employees by Pay Type. Hover over a specific section to view more details. Click the Hourly or Salary area to view employee record details. View percentage of employees by Gender. Hover over a specific section to view more details. View Generation information. 20

21 Select Current to view current generation information. Hover over a specific section to view more details. Click the categories to the right of the chart to hide or display information. Select Trends to view generation trends over the last few years. Hover over a specific year to view more details. Click the categories below the chart to hide or display information. HEADCOUNT TRENDS Use the dashboard to view year over year information for headcount. View Active Employee Trends. Click the yearly data point to view employee record details. View Turnover Rate Trends percentages. View Hired Employees by Pay Type Trends. Click the bar graph to view employee record details. Click Hourly or Salary below the chart to hide or display the information. View Overall Headcount Trends. Click the bar graph to view employee record details. Click Hired or Terminated below the chart to hide or display the information. 21

22 TURNOVER INSIGHTS Use the dashboard to view turnover information. View Turnover Rate for a rolling 12 months. Hover over the line to display information. Click the category headings to see employee record details. Click the information bubble for additional details. View Terminations and Active Employee for a rolling 12 months. Hover over the line to display information. Click the category headings to see employee record details. View Areas of Interest. Click the percentage to view employee record details. Use the Cost Center Level drop down to change the display of information. View Turnover Rate: Cost Center Level. Hover over the bubble to display information. Click the bubble to view employee record details. Use the Cost Center Level drop down to change the display of information. View Turnover Rate: Tenure, Turnover Rate: Supervisor, and Turnover Rate: Position. Hover over the bubble to display information. Click the bubble to view employee record details. 22

23 EMPLOYEE RECORD DETAIL View employee details. Use the horizontal scroll bar to view all employee information such as employee ID, pay type, and more. Click Export to Excel to download entries to an Excel spreadsheet. Click Close to return to the main screen. 23

24 HOW TO RUN REPORTS IN THE LIBRARY The Reports Library screen will display all available reports. Users can add the report to the favorite My Reports group by clicking the star in the My Reports column. To search for a report, users can select or enter the needed criteria and click Search to view all reports that match the criteria. When searching, the percent symbol can be used as a wildcard. If the report is configured as needed, the user can select the report and run it directly from the Reports Library. To run a report, check the box adjacent to the report and click Run at the bottom of the screen. This will generate the report and navigate the user directly to the reports Pickup page to view the report. Before running a report, the user can configure the report to achieve a desired output by clicking the Name link of the specified report to access the details screen. 24

25 Output: Contains a drop down with different format selections from which the user can choose to have the report display. The Output Type typically defaults to PDF. Users can make another selection from the drop down. You can enter an optional Output File Name for easier identification in the Reports Pickup screen (35 character limit). Payroll Filters: Allows for a specific time period of dates to be chosen before the report is run. The report output will reflect the time period selected. Use the Payroll Filters section to determine the date range the output should reflect. Most Recent Pay Period, Month, Quarter, and Year To Date are hard coded and utilize the most recently processed payroll check date as a reference. Selecting the Process Date From radio button will enable the Begin Date and End Date drop downs from which the user can choose an appropriate date range. The contents of this drop down reflect check dates previously processed. Standard and Additional Filters: Gives the user several options in which to limit the information that is displayed in the report. The fields in the Standard Filters section are enabled based on the selected report. When the field is enabled, the user can make selections from the drop down, check or uncheck the box, or enter text in the fields. The Company and Company Group drop downs allow the user to select a company group or a single company within the Partner Set and run the report for that group or single company. Click the radio button adjacent to Company or Company Group to make your selection. Check the applicable boxes in the Employee Status drop down to limit the report to employees with the selected employee statuses. Check the applicable boxes in the Employment Type drop down to limit the report to employees with the selected employment type. Use the Employee ID Range and/or Employee Last Name Range fields to limit the report to a certain range of employees. Check the applicable boxes in the Pay Type drop down to limit the report to the selected pay types. Check the applicable boxes in the Pay Group drop down to limit the report to employees assigned to a specific pay group. Check the applicable boxes in the Cost Center drop downs to limit the report to the selected cost centers. More than one cost center level may appear. The number of available cost center levels and the name of each level are configured on the Company > Setup > Cost Centers page in Web Pay. Check or clear the Show All Employees box to display or not display employees with no data in the report. Check or clear the Show filters in Report box to display or not display these parameter settings in the report. Select a Sort Order from the drop down to configure the display of information in the report. 25

26 Select Show, Mask, or Hide from the SSN drop down to display the employees' full or partial Social Security numbers or to hide the Social Security numbers in the report. Check the Group By Company box to have the report group information by company. The Custom Filters/Parameters section will display custom Run Time Parameters created for this report. When the field is enabled, the user can make selections from the drop down, check or uncheck the box, or enter text in the field. Once all sections are populated as desired, the user clicks Save & Run Report to save the current information and run the report. A notification will appear near the top of the screen directing the user to the reports Pickup screen to view the report. The report parameters will be saved for this user only. Users can click Reset Default Parameters to change the parameters back to their original setting. OVERVIEW OF AVAILABLE REPORTS 401 K Report Per pay period gross pay, pre-tax and post-tax employee and employer 401(k) contributions and 401(k) loan pay back information. 401K Census Export 401K Loan Listing Address List Standard employee demographic information and earning and deduction amounts for a specific date range. 401K loan listing Address Listing 26

27 Company Code Group Setup Company Deduction Setup Code groups set up for the company. Deductions set up for the company. Company Earning Setup Earnings set up for the company. Comprehensive Demographic Report A comprehensive overview of employee demographic information. Payroll Register ER Taxes Export Payroll Register with ER Taxes Data Export. Payroll Register Export Payroll Register Export by Check Payroll Register YTD Termination List TPA 401K Census Workers Compensation Report Year to Date Report PS TPA 401K CENSUS REPORT Employee wage and tax information with year-to-date (YTD) totals. Terminated employee information. Employee demographic information, earning and deduction amounts, and specified code groups for a specific date range. Custom parameters are available. Standard workers' compensation report. Detailed summary of earnings, taxes, & deductions The TPA 401k Census Report is a report that contains parameters that can be configured to gather company specific data. The TPA 401k Census Report also displays employee demographic information, earning and deduction amounts, and specified code groups for a specific date range. For optimal results, always select a specific Company ID or Company Group when running this report. For further assistance with creating Company Groups please see the section, How to Set Up a Company Group for more information. Demographics This section displays all employee demographic information. Users can hide some demographic information using the custom parameters. The following fields will still appear on the report even when users choose to hide demographic information: Employee ID, SSN, First Name, Last Name, Middle Name, Prefix, Suffix, Highly Comp, Owner Related, Owner, Ownership %. Report Run Period (RRP) This section displays payroll and benefit earnings/deduction amounts that are specified for a particular check date range. Additionally, the benefits that are summed consist of specific deduction, earning, tax (DET) codes that are specified first by special DET types that are set up in the system, then by user specified code groups. Employee Shared Filters (Based on the company s Shared Employee Filter Setup) A drop down list of available Employee Shared Filter descriptions will allow the report to only include employees who are in a specific Employee Shared Filter. The available shared filters will only include those that are named with the prefix TPA. 27

28 Additional Shared Filters Parameter Considerations To use this filter properly, the user should not use any of the standard employee filter parameters. Also, for company set scenarios, this parameter currently will not work properly if the user wants to use multiple shared filters for their different companies in the company set. This is due to the fact that the Web Pay UI does not allow for multi selects on dropdown controls. This will be an available feature that is coming soon. At that time this feature can be incorporated. Process Date From Provides a drop down of all completed payroll check dates and pay period dates. Default is the most recent check date. The last check date of the plan year should be used for calendar plans. Process Date To Provides a drop down of all completed payroll check dates and pay period dates. Default is the most recent check date. Since the field is not applicable to the calculation, no specific selection is necessary. Output This report will output cleanly in both Excel and CSV formats. The default is CSV. The printed PDF format is still available, but will not display or print cleanly. Company Set Option Considerations Currently this report can be run in the Company Set. Verify that the applicable companies in the set have the same check dates and payroll frequencies for accurate data to be generated. Code Group Mapping All code group names need to be named exactly as listed here. Additionally, the dettypes listed below are the defaults from which the column will pull detcodes. If a code group is set up for a column that has a dettype tied to it, the code group should be set up with any additional detcodes that need to be specified. See Appendix for full specifications. CODE GROUPS WHAT IS A CODE GROUP? Code Groups are a cluster of Earning or Deduction codes that are grouped together for tracking and reporting purposes. Code Groups must be updated by the Web Pay Company Administrator. If a Code Group is not reporting accurate information it will be necessary to contact the Company Administrator for the company that has the incorrect Code Group established in Web Pay so that the codes in the grouping can be updated. If needed, please refer the Company Administrator to the instructions on How to Set Up a Code Group in this document or in the Web Pay Administrator Guide. HOW TO SET UP A CODE GROUP Company Administrators can create one or more code groups in Web Pay. Follow the path Company > Setup > Payroll > Code Groups > Click Add. Enter a name for the code group in the Code field (15 character limit). Use the naming convention described above such as TPA_Excl_EarnsImp. Enter a Description for the code group (50 character limit). Check the Auto Include Earnings box if all new earnings added to the company should be included automatically in the code group. 28

29 Check the Auto Include Deductions box if all new deductions added to the company should be included automatically in the code group. Check the Auto Include Taxes box if all new taxes added to the company should be included automatically in the code group. To add Earnings, Deductions, or Taxes to the code group, check the box adjacent to each applicable code in the Available section and click the Add >> button. To remove Earnings, Deductions, or Taxes from the code group, check the box adjacent to each applicable code in the Code Group section and click the << Remove button. Click Save and Return to apply the updated information and return to the Code Groups page. CUSTOM FIELDS WHAT IS A CUSTOM FIELD? A Custom Field is just that, a field that can be customized to display specific data that needs to be collected for tracking and reporting purposes. Custom Fields can be set up to capture data in the form of Text, Numeric, Date, Drop Down, or Checkbox. Custom Fields must be managed by the Web Pay Company Administrator. If a Custom Field is not recording accurate information it will be necessary to contact the Company Administrator for the company that has the incorrect Custom Field established in Web Pay so that the field can be updated. If needed, please refer the Company Administrator to the instructions for How to Set Up a Custom Field in this document or in the Web Pay Administrator Guide. HOW TO SET UP A CUSTOM FIELD Web Pay Company Administrators can create custom payroll or HR fields in Web Pay. Follow the path Company > Setup > Custom Fields > Payroll & HR. Check the Enable box adjacent to the applicable field. Select the Page in which the field should appear. Enter a heading in the Label field (50 character limit). The Label field will not be available until the Enable box is checked. Save the updated information. To delete an unused custom field, clear the Enable box, and click Save. After creating a custom drop down field, create values for the drop down in the applicable Custom Fields section in the List Values > List Values page. HOW TO ADD A CUSTOM EFFECTIVE DATED PAYROLL OR HR FIELD Web Pay Company Administrators can create custom effective dated payroll or HR fields in Web Pay. Follow the path Company > Setup > Custom Fields > Effective Dated. Select HR Custom Fields or Payroll Custom Fields from the Page drop down. Check the Enabled box adjacent to the applicable field. 29

30 Check the Required box to make the field a required field. This field will not be available until the Enabled box is checked. Enter a heading in the Label field. This field will not be available until the Enabled box is checked. Select the radio button in the Field Order column and click the up or down blue arrow to move the field to a different position. Save the updated information. To delete an unused custom field, clear the Enable box, and click Save. After creating a custom drop down field, create values for the drop down in the applicable Custom Fields section in the List Values > List Values page. COMPANY GROUPS WHAT IS A COMPANY GROUP? The Company Groups option is a great way to categorize affiliated partner companies by grouping them together for quick access in the Reports Library. Keep in mind that each individual company has its own EIN information in Web Pay even if separate company codes share the same EIN. Company Groups can be set up by Partner Set Administrators. Company Groups is a time saving feature that can be used to filter out specific companies when running reports in the Reports Library. When running a report that includes data for multiple Company ID s, run the report by Company Group for all companies in the set. HOW TO SET UP A COMPANY GROUP Partner Set Administrators can create one or more company groups. Click Add to add a company group. Enter a Code name or number for the company group (9 character limit). Enter a Description for the company group (50 character limit). To add the company to the Company Group List, check the box adjacent to the company Id and click the Add >> button. To remove the company from the Company Group List, check the box adjacent to the company Id and click the << Remove button. Click Save and Return to apply the updated information and return to the Company Groups page. 30

31 ADMINISTRATOR TRAINING DOCUMENTS Help text is available in the upper right corner of most screens. Follow the path Partner Set > Administrator Training Documents to access online training documents. PREFERENCES View or edit personal preferences. Users may be required to enter their password when saving changes. Enter the User Name. To change the password, check the Change Password box. Enter the Current Password. Enter the New Password. Enter the new password a second time in the Confirm New Password field. Notifications are always sent to the Message Center. Check the Work box and enter the address to have notifications sent to both the message center and the specified address. 31

32 Select the number of rows that appear on a page in the Paging Size field. Users can display between 1 and 50 rows of information per page. Select a login challenge question from the Question 1, Question 2, and Question 3 drop downs. Enter the answer to the respective login challenge question in the Answer 1, Answer 2, and Answer 3 fields. Select an image from the Select Security Image drop down. This image will appear on the login screen once the Company Id and Username are entered. Enter a personal Security Phrase. This phrase will appear on the login screen once the Company Id and Username are entered. Save the updated information. Important Notes Notifications are always sent to the Message Center. Partner Set users can be notified of any recent hires or terminations on a weekly basis. As long as there is at least one hire or termination applied to an authorized client within the set in a given week, any partner set user will be notified of the update. Users who establish challenge questions must select three unique questions and enter three answers. They may not select only one or two questions and they may not select a question more than once. PAYLOCITY CONTACT INFORMATION Website: Toll Free Customer Service Number: Local Customer Service Number: partnerportalsetup@paylocity.com 32

33 APPENDIX CODE GROUP SPECIFICATIONS Code Group Mapping All code group names need to be named exactly as listed here. Additionally, the dettypes listed below are the defaults that the column will grab detcodes from first. If a code group is setup for a column that has a dettype tied to it, the code group should be setup with any additional detcodes that need to be specified. Demographic Columns Description Explanation Co EE ID Company Number Employee ID Number SSN Social Security Number Show/Mask/Hide based on standard SSN parameter Last Name Middle Name First Name Prefix EE last name EE Middle name EE First Name Salutation field Suffix Suffix Options can be customized per company in List Values Birthday MM/DD/YYYY Gender Standard: M, F Options can be customized per company in List Values Marital Status Standard options: S, M, D, W Hire Date Rehire Date Adj Seniority Term Date Job Title MM/DD/YYYY MM/DD/YYYY MM/DD/YYYY MM/DD/YYYY Employee Status Standard options: A, T, L, X, T Hourly Salary Annual Base Rate Standard Options: Hourly/Salary Options can be customized per company in List Values Options can be customized per company in Employee Status tab under List Values tab Payroll Setup-Rates. Current record for the Pay Type field Payroll Setup-Rates. Current record for the Annual Salary field Payroll Setup-Rates. Current record for the Base Rate/Per field 33

34 Demographic Columns Description Explanation Default Hours Pay Cycle Standard options: A, B, D, M, Q, S, W Home Address 1 Home Address 2 Home City Home State Home Zip Home Country Work Phone Home Phone Primary EEO Job Category Standard Options: 1, 1.1, 1.2, 2, 3, 4, 5, 6, 7, 8, 9 Payroll Setup-Rates. Current record for the Default Hours field Payroll Setup-Rates. Current record for the Pay Frequency field Options can be customized per company in HR-EEO Classes EEO Race Category Ethnicity Options can be customized per company in List Values Position Code Standard Options: H, S Options can be customized per company in HR-Positions Position Description Title Highly Compensated Owner Related Owner Owner Percent Union Code Cost Center 1 Cost Center 2 Cost Center 3 EE Custom 1 EE Custom 2 EE Custom 3 Standard Options: Hourly, Salaried Standard Options: Hourly, Salaried. Field = Title Options can be customized per company in HR-Positions Options can be customized per company in HR-Positions 34

35 Demographic Columns Description Explanation EE Custom 4 EE Custom 5 Pay Check Columns Description Explanation RRP Check Date RRP Begin Date RRP End Date RRP Hours RRP Gross Total Gross Earnings Benefits Column Dettype Code Group Name Excluded Earnings Explicit Excluded Fringe Excluded Other TPA_Excl_Earns TPA_Excl_Fringe TPA_Excl_Other Employee Deferral 401k, 403B TPA_DEF Employee Catch Up TPA_DEF_CU Employee Roth 401k Roth, 403B Roth TPA_ROTH Employee Roth Catch Up 403B Roth CU TPA_ROTH_CU Employee After Tax 401k Over TPA_AfterTax Total Loan Payments Loan 1 Loan 2 Loan 3 Loan 4 Loan 5 401k Loan 401k Loan 401k Loan 401k Loan 401k Loan 401k Loan Employer Match MemoERMatch TPA_ER_Match Safe Harbor Match Qualified Matching Contribution Safe Harbor Non-Elective Qualified Non-Elective Contrib Profit Sharing TPA_Safe_Harbor TPA_Qual_Match TPA_SH_NonElec TPA_QNEC TPA_ProfitShr 35

36 Benefits Column Dettype Code Group Name Money Purchase Rollover Rollover Roth Plan ID TPA_MoneyPrch TPA_Rollover TPA_Rollover_Roth Employee Plan ID Setup on the HR Benefits Screen 36

WEB PAY EMPLOYEE GUIDE

WEB PAY EMPLOYEE GUIDE Revised 4/14/2017 WEB PAY EMPLOYEE GUIDE Client Resource WWW.PAYLOCITY.COM TABLE OF CONTENTS WEB PAY... 2 SELF SERVICE PORTAL... 9 HOME... 26 EMPLOYEES... 35 PAYROLL... 108 NOTIFICATIONS... 113 GLOSSARY...

More information

Horizon BCBSNJ Broker Portal

Horizon BCBSNJ Broker Portal Horizon BCBSNJ Broker Portal User Guide VERSION 0.1 November 1, 2013 Contents 1 Introduction... 15 1.1 Overview... 15 1.2 Purpose... 15 1.3 Intended Audience... 15 1.4 Conventions Followed... 15 1.5 Structure

More information

isolved Employee Self-Service User s Guide

isolved Employee Self-Service User s Guide isolved Table of Contents OVERVIEW... 2 EMPLOYEE SELF-SERVICE INITIAL EMAIL... 2 EMPLOYEE SELF-SERVICE INITIAL SIGN-ON... 3 FIRST TIME LOG-IN... 5 PAY HISTORY...7 W2/ACA/1099 FORMS...8 EMPLOYEE MESSAGES...

More information

Greenshades Employee Portal. Overview and Guidelines for Use

Greenshades Employee Portal. Overview and Guidelines for Use Greenshades Employee Portal Overview and Guidelines for Use Table of Contents Contents Login and Navigation... 3 Logging in to GreenEmployee.com... 3 Your first visit to GreenEmployee.com... 4 Your GreenEmployee.com

More information

Payentry ESS Admin User Guide

Payentry ESS Admin User Guide Payentry ESS Admin User Guide Welcome to the latest version of Payentry ESS! In this document, you ll learn how to: Sentric Payentry ESS Portal Using Payentry ESS as an Administrator o Employee Self Service

More information

Employer Self Service (ESS) User Quick Guide

Employer Self Service (ESS) User Quick Guide Employer Self Service (ESS) User Quick Guide i Table of Contents Getting Started 6 Accessing the Employer Self Service (ESS) Portal 6 Maintaining Account Settings 7 Switching Employers within Session 7

More information

ivisions Employee Guide Portal Employee User Guide Town of Needham Terry Wolfson Created: 1/27/2014 Updated: 10/5/2016

ivisions Employee Guide Portal Employee User Guide Town of Needham Terry Wolfson Created: 1/27/2014 Updated: 10/5/2016 ivisions Employee Guide Portal Employee User Guide Town of Needham Terry Wolfson Created: 1/27/2014 Updated: 10/5/2016 Contents What is ivisions?... 2 Registering to ivisions Portal... 3 Logging into the

More information

WEB TIME SUPERVISOR GUIDE

WEB TIME SUPERVISOR GUIDE Revised 02/23/2018 WEB TIME SUPERVISOR GUIDE CLIENT RESOURCE PAYLOCITY.COM TABLE OF CONTENTS Web Time... 3 Home... 15 Employees... 28 Reports... 130 Web Kiosk Setup... 132 Glossary... 156 Index... 158

More information

3E Online Analytics Help Guide

3E Online Analytics Help Guide Document Revision History Date Version Change Reference November 16, 2009 AA Original version Table of Contents 1.0 Introduction... 1 2.0 Payroll Menus... 2 3.0 Filtering and Sorting... 3 4.0 Column Selection...

More information

PCGENESIS PAYROLL SYSTEM OPERATIONS GUIDE

PCGENESIS PAYROLL SYSTEM OPERATIONS GUIDE PCGENESIS PAYROLL SYSTEM OPERATIONS GUIDE 10/11/2011 Section I: Special Functions [Topic 8D: Payroll Earnings History File Processing, V1.3] Revision History Date Version Description Author 10/11/2011

More information

Engage 401(k) Portal Website Instructions

Engage 401(k) Portal Website Instructions Engage 401(k) Portal Website Instructions http://www.engage401kportal.com/ Powered by Slavic401k FIRST-TIME ENROLLMENT To enroll for the first time, you will need the Engage password: Engage401k Go to

More information

Getting Started Guide for HR Admins

Getting Started Guide for HR Admins Getting Started Guide for HR Admins Table of Contents: Table of Contents:... 2 What is included in the Getting Started Guide for HR Admins?... 4 Getting Started with SimplyMerit... 4 What is SimplyMerit?

More information

PLAN SPONSOR/PLAN ADVISOR PORTAL USER GUIDE

PLAN SPONSOR/PLAN ADVISOR PORTAL USER GUIDE Schwab Retirement Technologies, Inc. Release 9.0 PLAN SPONSOR/PLAN ADVISOR PORTAL USER GUIDE About this Document This document covers Schwab RT Portal options available to users with the following security

More information

Welcome to ExACCT! Getting Started

Welcome to ExACCT! Getting Started Please Note: To navigate through the ExACCT User Guide easily, please use the Books or Thumbnails available in the navigation pane. To show these navigation links, click on the button Show/Hide Navigation

More information

Admin Control Panel Overview 4. Organization 5. Interview Questions 6

Admin Control Panel Overview 4. Organization 5. Interview Questions 6 Table of Contents Admin Control Panel Overview 4 Organization 5 Interview Questions 6 Adding an Interview Question 6 Removing an Interview Question 7 Editing an Interview Question 7 Locations 7 Modifying

More information

New Hampshire State Requirements

New Hampshire State Requirements New Hampshire State Requirements Training/User Guide Revised: 01.23.12 2012 New World Systems Corporation. All Rights Reserved. All rights reserved. Information within this document is the sole property

More information

USER GUIDE Employee Self-Service (ESS)

USER GUIDE Employee Self-Service (ESS) USER GUIDE Employee Self-Service (ESS) For Delaware North Associates Delaware North Companies, Rev. 1/7/13 Welcome to the PeopleManager Employee Self-Service (ESS) User Guide. This guide is designed to

More information

Website Guidance Phone: Fax:

Website Guidance Phone: Fax: Website Guidance 1075 Broken Sound Parkway NW, Suite 100 Boca Raton, FL 33487-3540 Phone: 800-356-3009 Fax: 561-241-1070 Customer Service: 9:00am - 7:00pm Eastern Time FIRST-TIME ENROLLMENT In order to

More information

OneUSG Connect. Hire a New Employee. Hire a New Employee HR_JA002

OneUSG Connect. Hire a New Employee. Hire a New Employee HR_JA002 Description This process describes the steps necessary to a new employee into a Position. Conditions A Position has been created in HCM Source Documents Hire Documentation Identify Verification Documentation

More information

KANSAS CITY LIFE GROUP BENEFITS DASHBOARD MANUAL

KANSAS CITY LIFE GROUP BENEFITS DASHBOARD MANUAL KANSAS CITY LIFE GROUP BENEFITS DASHBOARD MANUAL What can you do with dashboards? Locate Value Added Services information Find a form View and pay bill View payment history Terminate members View and export

More information

User s Guide. (Virtual Terminal Edition)

User s Guide. (Virtual Terminal Edition) User s Guide (Virtual Terminal Edition) Table of Contents Home Page... 4 Receivables Summary... 4 Past 30 Day Payment Summary... 4 Last 10 Customer Transactions... 4 View Payment Information... 4 Customers

More information

KANSAS CITY LIFE GROUP BENEFITS DASHBOARD MANUAL

KANSAS CITY LIFE GROUP BENEFITS DASHBOARD MANUAL KANSAS CITY LIFE GROUP BENEFITS DASHBOARD MANUAL What can you do with dashboards? Locate Value Added Services information Find a form View and pay bill View bill data View payment history Terminate members

More information

(epaf) Training Guide

(epaf) Training Guide 2017-2018 Electronic Personnel Form (epaf) University of Massachusetts Boston Human Resources Department Revised September 2017 epaf (Electronic Personal Form) Electronic personnel action form (epaf) is

More information

401(k) Export Utility PR-1063

401(k) Export Utility PR-1063 401(k) Export Utility PR-1063 Overview This Extended Solution to the Payroll module adds a utility to create an ASCII export file for a 401(k) Plan containing employee Payroll information (see Specific

More information

Engagement Portal. Physician Engagement User Guide Press Ganey Associates, Inc.

Engagement Portal. Physician Engagement User Guide Press Ganey Associates, Inc. Engagement Portal Physician Engagement User Guide 2015 Press Ganey Associates, Inc. Contents Logging In... 3 Summary Dashboard... 4 Results For... 5 Filters... 6 Summary Page Engagement Tile... 7 Summary

More information

Customer User Guide Commercial Online Access

Customer User Guide Commercial Online Access Customer User Guide Commercial Online Access Getting Started To access the customer portal, enter the following URL: nationwide.com/agclient Once you access this site, save it as a Favorite on your computer

More information

ORACLE ESS INSTRUCTIONS Oracle Employee Self Service (ESS) is accessible via the Landry s Employee Portal from anywhere with an internet access.

ORACLE ESS INSTRUCTIONS Oracle Employee Self Service (ESS) is accessible via the Landry s Employee Portal from anywhere with an internet access. ORACLE ESS INSTRUCTIONS Oracle Employee Self Service (ESS) is accessible via the Landry s Employee Portal from anywhere with an internet access. Step 1. To log in via the Landry s Employee Portal, go to

More information

Business Online Banking User Guide

Business Online Banking User Guide Business Online Banking User Guide Table of Contents Contents Overview... 2 Logging In... 2 Additional Login Information... 5 Home/Dashboard... 6 Top Line Tool Bar... 6 Bulletins... 7 Dashboard... 8 Accounts...

More information

Compensation Workbench

Compensation Workbench Compensation Workbench Contents Logging into Compensation Workbench... 3 Compensation Allocations Page... 4 Viewing Job History... 5 Viewing Employee Details... 6 Viewing Compensation History... 7 Entering

More information

Copyright. Document Information

Copyright. Document Information September 1, 2014 Copyright Copyright 2009, 2014 Voya Institutional Plan Services, LLC. All rights reserved. No part of this work may be produced or used in any form or by any means without the express

More information

DarwiNet Employee Level

DarwiNet Employee Level DarwiNet Employee Level Table Of Contents Welcome to the Help area for your online payroll system... 1 Logging In... 3 Login... 3 Forgot Password... 3 Employee Welcome Screen... 5 Personal... 7 Personal...

More information

MARCH 15, 2017 EASTCONN EMPLOYEE SELF-SERVICE (ESS) SYSTEM USER GUIDE FOR NON-SUPERVISORY ROLES INCLUDES TIMESHEET ENTRY EASTCONN HUMAN RESOURCES

MARCH 15, 2017 EASTCONN EMPLOYEE SELF-SERVICE (ESS) SYSTEM USER GUIDE FOR NON-SUPERVISORY ROLES INCLUDES TIMESHEET ENTRY EASTCONN HUMAN RESOURCES MARCH 15, 2017 EASTCONN EMPLOYEE SELF-SERVICE (ESS) SYSTEM USER GUIDE FOR NON-SUPERVISORY ROLES INCLUDES TIMESHEET ENTRY EASTCONN HUMAN RESOURCES Table of Contents About ESS and How to Login... 1 ESS Dashboard

More information

Online Banking User Guide

Online Banking User Guide TABLE OF CONTENTS TABLE OF CONTENTS... 1 INTRODUCTION... 4 QUICK REFERENCE... 4 LOG ON... 4 SECURITY PROFILE... 4 LOG ON... 5 ENTER YOUR USER ID... 5 REVIEW SECURE IMAGE & PHRASE, ENTER PASSWORD... 6 FIRST

More information

Recruitment Standard Operating Procedures Profile Management and Job Application for External Candidates

Recruitment Standard Operating Procedures Profile Management and Job Application for External Candidates Recruitment Standard Operating Procedures Profile Management and Job Application for External Candidates HRMD - PARTNERING WITH YOU TOWARDS EXCELLENCE Register African Union Login Access the Login screen

More information

New Finance Officer & Staff Training

New Finance Officer & Staff Training New Finance Officer & Staff Training Overview MUNIS includes many programs and tools to allow for the management of the District financials. As newer finance officers and staff, you are charged with understanding,

More information

RAPIDS 2.0 SPONSOR S USER GUIDE

RAPIDS 2.0 SPONSOR S USER GUIDE RAPIDS 2.0 SPONSOR S USER GUIDE JUNE 19, 2017 DEPARTMENT OF LABOR OFFICE OF APPRENTICESHIP (OA) EMPLOYMENT AND TRAINING (ETA) BUSINESS PROCESS MANAGEMENT SYSTEM (BPMS) PLATFORM 1 P a g e Revision History

More information

Creating Reports using Report Designer Part 1. Training Guide

Creating Reports using Report Designer Part 1. Training Guide Creating Reports using Report Designer Part 1 Training Guide 2 Dayforce HCM Creating Reports using Report Designer Part 1 Contributors We would like to thank the following individual who contributed to

More information

ClientNet Admin Guide. Boundary Defense for

ClientNet Admin Guide. Boundary Defense for ClientNet Admin Guide Boundary Defense for Email DOCUMENT REVISION DATE: Feb 2012 ClientNet Admin Guide / Table of Contents Page 2 of 36 Table of Contents OVERVIEW... 3 1 INTRODUCTION... 3 1.1. AUDIENCE

More information

Welcome to CalJOBS Training! In this training, we will review the individual registration process, as well as the Title I application.

Welcome to CalJOBS Training! In this training, we will review the individual registration process, as well as the Title I application. Welcome to CalJOBS Training! In this training, we will review the individual registration process, as well as the Title I application. This section of the training will cover the following: Completing

More information

[Type text] DLC Client Manager Welcome Manual

[Type text] DLC Client Manager Welcome Manual [Type text] DLC Client Manager Welcome Manual Table of Contents Getting Started Prepping Your Data in Expert... 3 Logging In... 4 Synching with Expert... 5 Getting Started with Client Manager... 6 Working

More information

Payentry ESS Employee User Guide

Payentry ESS Employee User Guide Payentry ESS Employee User Guide Welcome to the latest version of Payentry ESS! In this document, you ll learn how to: Navigate Payentry ESS Use the Pay History Screen Use the Employee Screen o Manage

More information

My Sysco Reporting Job Aid for CMU Customers. My Sysco Reporting. For CMU Customers (Serviced by Program Sales)

My Sysco Reporting Job Aid for CMU Customers. My Sysco Reporting. For CMU Customers (Serviced by Program Sales) My Sysco Reporting For CMU Customers (Serviced by Program Sales) 1 Accessing My Sysco Reporting... 2 Logging In... 2 The Reporting Dashboard... 3 My Sysco Reporting Process... 6 Generating a Report...

More information

Welcome to the C3 Training Database, brought to you by the Construction Career Collaborative!

Welcome to the C3 Training Database, brought to you by the Construction Career Collaborative! C3 Training Database Contractor User Manual 12/06/2017 Welcome to the C3 Training Database, brought to you by the Construction Career Collaborative! The training database will help you keep track of your

More information

28: Manage WARN Notifications

28: Manage WARN Notifications 28: Manage WARN Notifications Chapter Contents WARN Overview... 28-1 Create WARN Notice (WARN Entry)... 28-2 Step 1 Company WARN Information... 28-3 Step 2 Company Location Information... 28-5 Step 3 Union

More information

Welcome to e-people 4. What is e-people? 4. Accessing e-people 4. AHS Accounts 4

Welcome to e-people 4. What is e-people? 4. Accessing e-people 4. AHS  Accounts 4 User Guide Table of contents Welcome to e-people 4 What is e-people? 4 Accessing e-people 4 AHS Email Accounts 4 How to Access Your AHS Email Account Externally 4 AHS Outlook Web Access Log Off 5 How to

More information

LOGING INTO EVOPAY. Login to evopay for Current Employees. 1. Go to https://paydata.evolutionpayroll.com/ess#/login

LOGING INTO EVOPAY. Login to evopay for Current Employees. 1. Go to https://paydata.evolutionpayroll.com/ess#/login PayData s evopay - Employee Self Serve is a web-based portal which allows employees to access their payroll information via the internet. Employees have the ability to view and print payroll vouchers and

More information

ADDUS Homecare - MyADP Employee Self-Service User Guide

ADDUS Homecare - MyADP Employee Self-Service User Guide ADDUS Homecare - MyADP Employee Self-Service User Guide Table of Contents To navigate to a specific topic, click on the title in the table of contents. Registration for Myadp/Navigation... 3 W-4 Changes...

More information

Meritain Connect User Manual. for Employees. 1 Meritain Connect User Guide for Employees

Meritain Connect User Manual. for Employees. 1 Meritain Connect User Guide for Employees Meritain Connect User Manual for Employees 1 Meritain Connect User Guide for Employees Contents Introduction... 4 Accessing Meritain Connect... 5 Logging In... 5 Forgot Password... 6 Registration Process...

More information

Online Banking Overview. Frequently Asked Questions & Common Support Topics

Online Banking Overview. Frequently Asked Questions & Common Support Topics Online Banking Overview Frequently Asked Questions & Common Support Topics Please use the bookmarks to the left to navigate this document, or CTRL+F to search using a keyword pertaining to your question.

More information

Auto Mechanics Local 701. Online Remittance Processing Instructions

Auto Mechanics Local 701. Online Remittance Processing Instructions Auto Mechanics Local 701 Online Remittance Processing Instructions Auto Mechanics Local 701 Online Remittance Processing Instructions Contents Contents... 2 Logging In... 3 Changing Your Password... 4

More information

PowerSchool Student and Parent Portal User Guide. https://powerschool.gpcsd.ca/public

PowerSchool Student and Parent Portal User Guide. https://powerschool.gpcsd.ca/public PowerSchool Student and Parent Portal User Guide https://powerschool.gpcsd.ca/public Released June 2017 Document Owner: Documentation Services This edition applies to Release 11.x of the PowerSchool software

More information

Community Services Group Employee Portal

Community Services Group Employee Portal Community Services Group Employee Portal https://csgonline.greenemployee.com/ Logging in to GreenEmployee.com Please use the above link to take you directly to a sign-in page or on the Insider you can

More information

esers Guide ELECTRONIC REPORTING SYSTEM Serving the People Who Serve Our Schools

esers Guide ELECTRONIC REPORTING SYSTEM Serving the People Who Serve Our Schools 2018 esers Guide ELECTRONIC REPORTING SYSTEM mploye re esou s c rce Serving the People Who Serve Our Schools Table of Contents Registration Employer Web Administrator (EWA)... 2 Logging In... 5 Forgot

More information

DIGITAL AND MOBILE BANKING USER GUIDE

DIGITAL AND MOBILE BANKING USER GUIDE DIGITAL AND MOBILE BANKING USER GUIDE 2018 First Tennessee Bank National Association operating as First Tennessee Bank and Capital Bank. Member FDIC. NEW 04/18 USER GUIDE GETTING STARTED 3 Logging in with

More information

Provider Portal 3.0 Manual. Health Axis 3.0 Provider Portal User Guide

Provider Portal 3.0 Manual. Health Axis 3.0 Provider Portal User Guide Provider Portal 3.0 Manual Health Axis 3.0 Provider Portal User Guide Table of Contents Provider Portal 3.0... 4 How to Access the Provider Portal... 4 Login credentials:... 4 How to Request Access to

More information

Manual Imports Copyright 2017 Paylocity. All Rights Reserved

Manual Imports Copyright 2017 Paylocity. All Rights Reserved Manual Imports Paylocity Web Link is an easy and convenient way to update information for multiple employees with a single import. Standard and custom sample files are available in the Web Link Help screen

More information

2017 ACA Form Processing Large Employers

2017 ACA Form Processing Large Employers 2017 ACA Form Processing Large Employers Fiscal Coordination December 2017 1 Table of Contents Understanding ACA Reporting... 3 Entering an ACA 1095C Record... 5 Verifying Employee ACA Codes.... 7 Identifying

More information

Mecklenburg County Public Schools. Employee Self Serve Manual: For Employee Use

Mecklenburg County Public Schools. Employee Self Serve Manual: For Employee Use Mecklenburg County Public Schools Employee Self Serve Manual: For Employee Use TABLE OF CONTENTS What is Employee Self Serve?... 2 URL... 2 Login... 2 My Profile... 3 Verifying your Email Address... 3

More information

mycoresource.com Member User Guide

mycoresource.com Member User Guide mycoresource.com Member User Guide January 2017 i Table of Contents Portal Overview... 1 Create Account - Member... 2 Sign In... 8 Forgot Password or Username... 10 Home Page... 13 View My Expenses...

More information

HDS Web Compliance Management System (WCMS) User s Guide Version 6. Virginia Housing Development Authority

HDS Web Compliance Management System (WCMS) User s Guide Version 6. Virginia Housing Development Authority HDS Web Compliance Management System (WCMS) User s Guide Version 6 Virginia Housing Development Authority 601 South Belvidere Street Richmond, Virginia 23220-6505 (804) 782-1986 HDS WEB COMPLIANCE MANAGEMENT

More information

PeopleSoft 9.2 Employee Self Service User Guide

PeopleSoft 9.2 Employee Self Service User Guide Employee Self Service User Guide 3280 Progress Drive, Suite 100 Orlando, Florida 32826-0140 Phone: (407) 823-2771 Table of Contents Welcome to Employee Self Service... 1 Who Do I Call For Help?... 1 How

More information

Provider Portal User Guide

Provider Portal User Guide Provider Portal User Guide Updated: January 1, 2019 Table of Contents Introduction... 1 How to Register for the Provider Portal... 3 Manage Your Profile... 5 User Administration... 8 Authorizations & Referrals...

More information

How to Use ADP Self Service

How to Use ADP Self Service How to Use ADP Self Service The Employee Self Service system allows employees to access their pay statements, W-2 s and personal information on-line, 24 hours a day, 7 days a week. To access ESS, you must

More information

Hire a Non Applicant (Employee)

Hire a Non Applicant (Employee) Hire a Non Applicant (Employee) Sign in to PeopleSoft Click Workforce Administration Click Personal Information Click Biographical Click Add a Person Click the Add the Person link. 1 Enter the Effective

More information

TransUnion Healthcare Solutions Portal User Guide

TransUnion Healthcare Solutions Portal User Guide TransUnion Healthcare Solutions Portal User Guide HSP.transunion.com February 16, 2018 Version 2.30 2017 TransUnion LLC All Rights Reserved No part of this publication may be reproduced or distributed

More information

Construction IC User Guide

Construction IC User Guide Construction IC User Guide The complete source of project, company, market and theme information for the global construction industry clientservices.construction@globaldata.com https://construction.globaldata.com

More information

Quick Reference Guide Community ServicePoint 5.X General Information

Quick Reference Guide Community ServicePoint 5.X General Information 1 Community ServicePoint 5.X General Information Logging on to ServicePoint Navigation Icons Navigation Tips 1 Double click the Internet Explorer icon on your desktop. 2 In the address bar, enter the following:

More information

BBVA Compass Spend Net Payables

BBVA Compass Spend Net Payables User Guide BBVA Compass Spend Net Payables User Guide Vault Services Table of Contents Introduction 2 Technical Requirements 2 Getting started 3 Sign In 3 General Navigation 4 Upload/Create Payment 5

More information

Appoint, Change and Terminate (ACT) Documentation Create Volunteer. Entering License, Certification, Membership Information... 11

Appoint, Change and Terminate (ACT) Documentation Create Volunteer. Entering License, Certification, Membership Information... 11 The CREATE VOLUNTEER ACT Document is completed by the HR Officer to appoint all new volunteers who have never been affiliated with UAB in an active trainee or employee status. The information entered on

More information

ADDUS Homecare - MyADP Employee Self-Service User Guide

ADDUS Homecare - MyADP Employee Self-Service User Guide ADDUS Homecare - MyADP Employee Self-Service User Guide Table of Contents To navigate to a specific topic, click on the title in the table of contents. Registration for Myadp/Navigation... 3 W-4 Changes...

More information

User Guide. Last Updated June 201 6

User Guide. Last Updated June 201 6 User Guide Last Updated June 201 6 1 TABLE OF CONTENTS 1 Basics 4 1.1Logging In 4 1.2Dashboard 5 1.2.1 Tabs 5 1.2.2 Action Items 6 1.2.3 Coordinator s Dashboard 6 2 Forms 6 2.1Common Form Operations 6

More information

COLLEGE OF WILLIAM AND MARY

COLLEGE OF WILLIAM AND MARY Position Management Staff and Professional Positions COLLEGE OF WILLIAM AND MARY Human Resources Table of Contents Topic Page Create a New Position Description 2 Classification Details 5 Position Details

More information

Kuali Financial System Training Guide. University of Hawaii Purchasing

Kuali Financial System Training Guide. University of Hawaii Purchasing University of Hawaii Purchasing pg. 1 2/16/2012 Table of Contents Objectives... 3 Resources... 3 Searching for a Vendor... 4 Process... 4 Creating a Vendor... 7 Process... 7 Exercise 1... 24 Searching

More information

Employee Self Service. Getting Started Guide

Employee Self Service. Getting Started Guide Employee Self Service Getting Started Guide https://ess.sccoe.org About Employee Self Service (ESS) Employee Self Service is a secure website where CUSD employees can view their personnel data. This site

More information

Using Employee Self. v11.1. Service (ESS) Comprehensive User Guide

Using Employee Self. v11.1. Service (ESS) Comprehensive User Guide Using Employee Self v11.1 Service (ESS) Comprehensive User Guide Table of Contents Table of Contents... 2 Employee Self Service Overview... 4 Features and Information... 4 Logging into Employee Self Service...

More information

ONLINE TIMESHEET INSTRUCTIONS. Online Services through My Direct Care

ONLINE TIMESHEET INSTRUCTIONS. Online Services through My Direct Care Online Services through My Direct Care www.mydirectcare.com Employers and Employees associated with Consumer Direct Care Network (CDCN) have access to online services available through a secure website

More information

Welcome to the Clackamas County team!!!

Welcome to the Clackamas County team!!! Welcome to the Clackamas County team!!! Starting a new position is an exciting time and we want to help you get acquainted with your new employer, Clackamas County. The Onboarding and Employee Self Service

More information

Provider Secure Portal User Manual

Provider Secure Portal User Manual Provider Secure Portal User Manual Copyright 2011 Centene Corporation. All rights reserved. Operational Training 2 August 2011 Table of Contents Provider Secure Portal... 5 Registration... 6 Provider -

More information

USPTO Accommodation Point User Guide VERSION 1.0

USPTO Accommodation Point User Guide VERSION 1.0 USPTO Accommodation Point User Guide VERSION 1.0 ii PUBLISHED BY MicroPact, Inc. 12901 Worldgate Drive, Suite 800, Herndon, VA 20170 COPYRIGHT MICROPACT, INC. All rights reserved. No part of the contents

More information

Conference Users Guide for the GCFA Statistical Input System.

Conference Users Guide for the GCFA Statistical Input System. Conference Users Guide for the GCFA Statistical Input System http://eagle.gcfa.org Published: November 29, 2007 TABLE OF CONTENTS Overview... 3 First Login... 4 Entering the System... 5 Add/Edit Church...

More information

Welcome to the Investor Experience

Welcome to the Investor Experience Welcome to the Investor Experience Welcome to the Black Diamond Investor Experience, a platform that allows advisors to customize how they present information to their clients. This document provides important

More information

Help. Manpower Northern Nevada Web Center 6 Customer User Guide

Help. Manpower Northern Nevada Web Center 6 Customer User Guide Help Manpower Northern Nevada Web Center 6 Customer User Guide As a Client of Manpower you will be issued a username and password which will enable you to access your records via the internet. With this

More information

Oklahoma Public Employees Retirement System (OPERS) Online Payroll Reporting System User Manual

Oklahoma Public Employees Retirement System (OPERS) Online Payroll Reporting System User Manual The Payroll Reporting System provides participating government agencies a safe and convenient way to report their payroll contributions to OPERS over the internet. 1 Contents Page Web Server Security 3

More information

ALL MEMBERS AND PAYEES

ALL MEMBERS AND PAYEES Table of Contents Click a link to walk through a specific procedure. ALL MEMBERS AND PAYEES 1 GETTING STARTED How do I register? How do I log on? How do I update security questions? How do I retrieve/reset

More information

John Hancock Simple Pay User Guide

John Hancock Simple Pay User Guide John Hancock Simple Pay User Guide Welcome Welcome to the John Hancock Simple Pay User Guide. This guide will help walk you through each step of using the John Hancock Simple Pay site from logging in to

More information

Administrator Manual

Administrator Manual Administrator Manual CURA Technical Support Email: cura_support@mindscope.com Phone: 1.888.322.2362 x 55 Administrator Manual Page 1 Table of Contents The Setup Module... 3 Skills... 3 Adding or Modifying

More information

Welcome to MyTASC, Release 1.0!

Welcome to MyTASC, Release 1.0! 1 FX-3981-032907 Welcome to MyTASC, Release 1.0! MyTASC 1.0 is your new portal to the tools you need to manage your FlexSystem Cafeteria Plan. The features in MyTASC 1.0 greatly improve usability, functionality,

More information

Test Information and Distribution Engine

Test Information and Distribution Engine SC-Alt Test Information and Distribution Engine User Guide 2018 2019 Published January 14, 2019 Prepared by the American Institutes for Research Descriptions of the operation of the Test Information Distribution

More information

Reporting Guide. Advanced HR 2.0

Reporting Guide. Advanced HR 2.0 Reporting Guide Advanced HR 2.0 Copyright 2018 by Asure Software. All rights reserved. Printed in USA. The contents of this guide and the software described are copyrighted. No part of this guide or the

More information

ACA Cloud Compliance Solution

ACA Cloud Compliance Solution ACA Cloud Compliance Solution Year End Quick Reference Guide Last Update 1/16/2018 125 N. Kickapoo Lincoln, Illinois 62656 integrity-data.com 888.786.6162 **Updated Documentation** visit our website to

More information

1094C/1095C Processing Manual

1094C/1095C Processing Manual Terminology Configurations 1094C/1095C Processing Manual Setup/Preparation Step 1: Create/Save the Communications Test Files in Skyward PaC Step 2: Upload the Communications Test Files on the IRS AIR Website

More information

Enter Background Check Request

Enter Background Check Request DFPS Enter Background Check Request A step-by-step guide for Designated ABCS Representatives Department of Family and Protective Services 1/29/2015 Enter Background Check in ABCS This tip sheet will show

More information

People Employee Self Service Reference Guide. August 2017 Version 3.0

People Employee Self Service Reference Guide. August 2017 Version 3.0 People Employee Self Service Reference Guide August 2017 Version 3.0 What s in this Guide? Section Page Logging on to People 4 Requesting a Password 6 Changing Your Password 8 Changing Your Forgotten Password

More information

CFC Charitable Giving User Guide

CFC Charitable Giving User Guide United States Office of Personnel Management CFC Charitable Giving User Guide 2017 CFC September 2017 1 Table of Contents How to Use this Manual Page 3 About the CFC Page 4 CFC Zones Page 4 CFC Approved

More information

Data Warehouse Business Objects (BOBJ) Ad Hoc Reporting User Guide

Data Warehouse Business Objects (BOBJ) Ad Hoc Reporting User Guide Updated: 10/17/2018 Data Warehouse Business Objects (BOBJ) Ad Hoc Reporting User Guide Table of Contents Data Warehouse Business Objects (BOBJ) Ad Hoc Reporting... 3 Introduction... 3 Getting Started...

More information

A guide to setting up and using your NOW: Pensions Trust bureau microsite. Bureau user guide v2 PM /5

A guide to setting up and using your NOW: Pensions Trust bureau microsite. Bureau user guide v2 PM /5 A guide to setting up and using your NOW: Pensions Trust bureau microsite Bureau user guide v2 PM00050.0815/5 0 Bureau Site Management initial set up and data maintenance Contents: Step 1 Logging in for

More information

Using the Export Function in ChildWare 2.0

Using the Export Function in ChildWare 2.0 P a g e 1 Using the Export Function in ChildWare 2.0 There are times when you may need to print out information from ChildWare 2.0 for your agency, parents or funding sources. The easiest way to do this

More information

KASBO Fall 2014 Session 4T Excel for Munis Payroll (Lab) Presenter: Sheila Miller, KDE Business Analyst

KASBO Fall 2014 Session 4T Excel for Munis Payroll (Lab) Presenter: Sheila Miller, KDE Business Analyst KASBO Fall 2014 Session 4T Excel for Munis Payroll (Lab) Presenter: Sheila Miller, KDE Business Analyst Session Prerequisites 1. You will be accessing Munis so make sure you know your Munis login ID and

More information

Harvard University HSA Guide

Harvard University HSA Guide Harvard University HSA Guide HOW DO I LOG ON TO HOME PAGE? 1. Go to www.benstrat.com/clientlink_harvard.php 2. Click the Benefit Strategies Secure Account Login link 3. Enter your username and password

More information

Welcome to JEMS CHRIS-HR University Staff and US-Fixed Term Finite Hire

Welcome to JEMS CHRIS-HR University Staff and US-Fixed Term Finite Hire 1 Welcome to JEMS CHRIS-HR University Staff and US-Fixed Term Finite Hire 2 3 4 1 URL for JEMS CHRIS HR Enter https://ofr01.doit.wisc.edu/chris/chris.html 2 Username Enter Username 3 Password Enter Password

More information