Employee Portal. Introduction with Screenshots

Transcription

1 Employee Portal Introduction with Screenshots Corporate Payroll Services Employee Portal is a Website that allows employees to access and update their contact information and tax records as well as view or print their paycheck stubs, tax forms, W-2s, and 1099s. This document is designed as an introduction to the Employee Portal so that you can have an inside look at its features. System administrators have additional access and functions, as outlined in this text. To become the administrator for your company and register your employees, you must first contact your payroll processor for one quick step to begin. Please have a look at the following introduction with screenshots and get started today. There is NO cost and your employees will love it! Employee Portal Introduction with Screenshots Page 1 of 10

2 Login: After being registered by their manager, employees will be able to access the Portal by visiting mypay.corpay.net and logging in, as demonstrated below. Employee Portal Introduction with Screenshots Page 2 of 10

3 Employee Information: As shown below, employees will be able to update their name and contact information and change their password on the Employee Information screen. Employee Portal Introduction with Screenshots Page 3 of 10

4 Tax Information: Employees will be able to update their tax withholding information and print blank withholding forms on the Tax Information screen, as shown below: Employee Portal Introduction with Screenshots Page 4 of 10

5 Check Stubs: Using the Check Stubs screen, employees will be able to view, print, and download present and past paycheck stubs in Adobe PDF format. Tax Forms: As shown below, employees will be able to view, print, and download annual tax forms (such as W-2 and 1099 forms) in Adobe PDF format using the Tax Forms screen. Employee Portal Introduction with Screenshots Page 5 of 10

6 Administration Administrators will login using the same method as employees, listed above. Administrators will also see and be able to update their own information, just as employees can. However, administrators will have additional screens they can access: Permissions: As demonstrated by the image on the following page, administrators can grant or revoke employees access to data by selecting whether or not employees can view and/or edit the data. This customization can be made for each individual employee or the entire company. Administrators can also reset an employee s invalid login attempts. In other words, if an employee gets locked out, administrators will use this screen to reset the invalid logins and unlock the employee s account. Additionally, administrators can enable or disable individual employee access to the portal by first selecting the employee, then checking or unchecking the Enabled checkbox next to the employee s name. Employee Portal Introduction with Screenshots Page 6 of 10

7 Employee Portal Introduction with Screenshots Page 7 of 10

8 Registration: As demonstrated by the image on the following page, administrators will use the Registration screen to register individual employees for access to the Employee Portal. The list of Unregistered employees comes from the employee list in the payroll system. Administrators will select an employee, click the Register button, and an will be automatically generated and sent to the employee with instructions for accessing the Employee Portal (an example of this is also shown below). The is sent to the same address that the employee has listed to receive check stubs. Administrators can also send duplicate registration s from this screen by highlighting the registered employee and clicking the Resend Registration button. Employees highlighted in yellow indicate that an has been sent, but the employee has not registered yet. Administrators can also reset employee passwords from the registration screen. Employee Portal Introduction with Screenshots Page 8 of 10

9 Example Registration Employee Portal Introduction with Screenshots Page 9 of 10

10 Audit History: From the Audit History screen, administrators can view a record of all changes made to the Employee Portal, as demonstrated below. This is accomplished by selecting an employee (or All for all employees), choosing a From Date (display all changes made between the From Date and today), and clicking the Search button. The employee ID or name will appear in the first column, followed by the date and time of the change, the field name that was changed, and the actual content both before and after the change was made. Employee Portal Introduction with Screenshots Page 10 of 10