Update Employee’s Document Delivery Preferences Navigation: Home>My Client Groups>Show More>Document Delivery Options>Search Person>Update>Save From the home screen, click My Client Groups Next, click Show More Under Document Records, click Document Delivery Preferences Enter the employees name in Search for a Person box, once the employees name is shown, click the employees’ name Click Edit to …
Manage Mass Updates Navigation: Home>My Client Groups>Mass Updates>Manage Mass Assignment Change>Select Update>Edit>Submit From the home screen, click My Client Groups Click Mass Updates From the Mass Updates screen, click Manage Mass Updates Next, click the Name of the update we wish to manage Update the applicable information in any of the sections by updating the …
Create Mass Update Navigation: Home>My Client Groups>Mass Updates>Create Mass Assignment Change>Enter Criteria>Submit From the home screen, click My Client Groups Click Mass Updates From the Mass Updates screen, click Create Mass Assignment Change Enter the Effective Date. Next, enter the remaining Basic Details and click Next Next, we’ll select the employees who will be included …
End A Secondary Assignment Navigation: Home>My Client Groups>Show More from the Quick Actions>Termination>Search Person and select Assignment to Terminate>Enter Information>Submit From the home screen, click My Client Groups Next, click Show More Scroll down and under Employment, click Termination. As a note, we can search Termination by clicking Ctrl F Enter the employees name in …
View Employee Document Records Navigation: Home>My Client Groups>Show More from the Quick Actions>Document Records>Search Person>View Documents From the home screen, click My Client Groups Next, click Show More Scroll down and under Employment, click Document Records. As a note, we can search Document Records by clicking Ctrl F Enter the employees name in Search for …
Add A Secondary Assignment For An Employee Navigation: Home>My Client Groups>Show More from the Quick Actions>Add Assignment>Search Person>Enter Information>Submit From the home screen, click My Client Groups Next, click Show More Scroll down and under Employment, click Add Assignment. As a note, we can search Add Assignment by clicking Ctrl F Enter the employees name …
Perform A Global Transfer Navigation: Home>My Client Groups>Show More from the Quick Actions>Local and Global Transfer>Search Person>Update Information>Submit From the home screen, click My Client Groups Next, click Show More Scroll down and under Employment, click Local and Global Transfer. As a note, we can search Local and Global Transfer by clicking Ctrl F Enter …
Rehire An Employee Navigation: Home>My Client Groups>Show More from the Quick Actions>Create Work Relationship>Search Person>Update Information>Submit From the home screen, click My Client Groups Next, click Show More Scroll down and under Employment, click Create Work Relationship. As a note, we can search Create Work Relationship by clicking Ctrl F Enter the employees name in …
Cancel A Work Relationship Navigation: Home>My Client Groups>Show More from the Quick Actions>Cancel Work Relationship>Search Person>Update Information>Submit From the home screen, click My Client Groups Next, click Show More Scroll down and under Employment, click Cancel Work Relationship. As a note, we can search Cancel Work Relationship by clicking Ctrl F Enter the employees name …
Manage Direct Reports Navigation: Home>My Client Groups>Show More from the Quick Actions>Direct Reports>Search Person>Update Information>Submit From the home screen, click My Client Groups Next, click Show More Scroll down and under Employment, click Direct Reports. As a note, we can search Direct Reports by clicking Ctrl F Enter the employees name in Search for a …