Benefits: Search For An Employee (Active, Future Hire, or Terminated Employee) Navigation: Home>Benefits Administration>Enrollment>Search for the Employee>Advanced Search>Show Filters>Search Employee From the home screen, click Benefits Administration Next, click Enrollment After clicking the Enrollment app, the Benefits Service Center Page is displayed. Click on the Search Box and Select Advanced Search. Next, click Show Filters …
How to Run the Invoice by Account w/lines by Cost Center First go to Tools, the Reports and Analytics Then go to Browes Catalog Next go to the “Custom Folder” Now select Invoice by “Account w/Lines by Cost Center” You will need to either OPEN or Edit this. Select your “Criteria” and filter for the …
Assign Areas of Responsibility To An Employee Navigation: Home>My Client Groups>Show More from the Quick Actions>Areas of Responsibility>Search>Add>Enter Information>Submit From the home screen, click My Client Groups Next, click Show More Scroll down and under Employment, click Areas of Responsibility. As a note, we can search Areas of Responsibility by clicking Ctrl F Enter the …
Add New or Additional Employee’s Direct Deposit Account Navigation: Home>My Client Groups>Show More>Personal Payment Methods>Search Person>Edit>Update Information>Submit From the home screen, click My Client Groups Next, click Show More Under Payroll, click Personal Payment Methods Enter the employees name in Search for a Person box, once the employees name is shown, click the employees’ name …
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Update Employee’s Direct Deposit Navigation: Home>My Client Groups>Show More>Personal Payment Methods>Search Person>Edit>Update Information>Submit From the home screen, click My Client Groups Next, click Show More Under Payroll, click Personal Payment Methods Enter the employees name in Search for a Person box, once the employees name is shown, click the employees’ name Click Add to add …
Update Employee’s Tax Withholding Navigation: Home>My Client Groups>Show More>Calculation Cards>Search Person>Edit>Update Information>Submit From the home screen, click My Client Groups Next, click Show More Under Payroll, click Calculation Cards Enter the employees name in Search for a Person box, once the employees name is shown, click the employees’ name Click Tax Withholding Enter the Effective …
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 …