Add or View Employee Documents Navigation: Home>My Client Groups>Show More from the Quick Actions>Person>Search Person>Documents>Update Information>Submit From the home screen, click My Client Groups Next, click Show More Scroll down and under Employment, click Person. As a note, we can search Person by clicking Ctrl F Enter the employees name in Search for a Person …
Add Disability Information For An Employee Navigation: Home>My Client Groups>Show More from the Quick Actions>Person>Search Person>Disability>Update Information>Edit>Submit From the home screen, click My Client Groups Next, click Show More Scroll down and under Employment, click Person. As a note, we can search Person by clicking Ctrl F Enter the employees name in Search for a …
Add or Edit A Contact or Dependent Navigation: Home>My Client Groups>Show More from the Quick Actions>Person>Search Person>Contacts>Update Information>Edit>Submit From the home screen, click My Client Groups Next, click Show More Scroll down and under Employment, click Person. As a note, we can search Person by clicking Ctrl F Enter the employees name in Search for …
Update An Employees Work Location Navigation: Home>My Client Groups>Show More from the Quick Actions>Change Location>Search Person>Update Information>Edit>Submit From the home screen, click My Client Groups Next, click Show More Scroll down and under Employment, click Change Location. As a note, we can search Change Location by clicking Ctrl F. Enter the employees name in Search …
Update Employee Address Navigation: Home>My Client Groups>Show More from the Quick Actions>Person >Search Person>Person Information>Edit>Submit From the home screen, click My Client Groups Next, click Show More Scroll down and under Employment, click Person. As a note, we can search Person by clicking Ctrl F. Enter the employees name in Search for a Person box, …
Search For A Terminated Employee Navigation: Home>My Client Groups>Show More from the Quick Actions>Select Action>Advanced Search>Enter Employees Name>Inactive>Search From the home screen, click My Client Groups Next, click Show More Scroll down and under Employment, click the appliable action. For example, if we wish to check the hire date for a terminated employee, we’d click …
Terminate An Employee Navigation: Home>My Client Groups>Show More from the Quick Actions> Termination>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 Search for a Person box, once …
Promote An Employee Navigation: Home>My Client Groups>Show More from the Quick Actions> Promote or Promote and Change Position>Enter Information>Submit From the home screen, click My Client Groups Next, click Show More Scroll down and under Employment, click Promote. As a note, we can search Promote by clicking Ctrl F. Alternatively, we can click Promote and …
Correct The Hire Date of An Employee Navigation: Home>My Client Groups>Show More from the Quick Actions> Work Relationship>Edit>Update Information>Submit From the home screen, click My Client Groups Next, click Show More Scroll down and under Employment, click Work Relationship. As a note, we can search Work Relationship by clicking Ctrl F Enter the employees name …
Hire An Employee Navigation: Home>My Client Groups>Hire an Employee from Quick Actions>Enter Information>Submit From the home screen, click My Client Groups Next, from the Quick Actions click Hire an Employee From the Hire an Employee screen, select the information we want to manage. We recommend selecting all the boxes unless the information included in the …