{"id":2948,"date":"2024-07-02T20:29:07","date_gmt":"2024-07-02T20:29:07","guid":{"rendered":"https:\/\/help.insperity.com\/bps\/?page_id=2948"},"modified":"2026-03-09T14:45:17","modified_gmt":"2026-03-09T14:45:17","slug":"client-user-training","status":"publish","type":"page","link":"https:\/\/help.insperity.com\/bps\/client-user-training\/","title":{"rendered":"Client User Training"},"content":{"rendered":"<style>.kt-tabs-id2948_6a5eb4-c6 > .kt-tabs-content-wrap > .wp-block-kadence-tab{border-top:3px solid #84bd00;border-right:0px solid #0a6689;border-bottom:0px solid #0a6689;border-left:0px solid #0a6689;border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;padding-top:var(--global-kb-spacing-sm, 1.5rem);padding-right:var(--global-kb-spacing-sm, 1.5rem);padding-bottom:var(--global-kb-spacing-sm, 1.5rem);padding-left:var(--global-kb-spacing-sm, 1.5rem);background:var(--global-palette9, #ffffff);}.wp-block-kadence-tabs .kt-tabs-id2948_6a5eb4-c6 > .kt-tabs-title-list li{margin-top:0px;margin-right:8px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-tabs .kt-tabs-id2948_6a5eb4-c6 > .kt-tabs-title-list li:last-child{margin-right:0px;}.wp-block-kadence-tabs .kt-tabs-id2948_6a5eb4-c6 > .kt-tabs-title-list li .kt-tab-title, .wp-block-kadence-tabs .kt-tabs-id2948_6a5eb4-c6 > .kt-tabs-content-wrap > .kt-tabs-accordion-title .kt-tab-title{line-height:1.4em;font-weight:regular;font-style:normal;border-top-width:0px;border-right-width:0px;border-bottom-width:0px;border-left-width:0px;border-top-left-radius:4px;border-top-right-radius:4px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;padding-top:8px;padding-right:20px;padding-bottom:8px;padding-left:20px;border-color:var(--global-palette7, #eeeeee);color:var(--global-palette4, #2D3748);background:var(--global-palette7, #eeeeee);}.wp-block-kadence-tabs .kt-tabs-id2948_6a5eb4-c6 > .kt-tabs-content-wrap > .kt-tabs-accordion-title .kt-tab-title{margin-top:0px;margin-right:8px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-tabs .kt-tabs-id2948_6a5eb4-c6 > .kt-tabs-title-list li .kt-tab-title:hover, .wp-block-kadence-tabs .kt-tabs-id2948_6a5eb4-c6 > .kt-tabs-content-wrap > .kt-tabs-accordion-title .kt-tab-title:hover{border-color:var(--global-palette7, #eeeeee);color:var(--global-palette3, #1A202C);background:var(--global-palette8, #F7FAFC);}.wp-block-kadence-tabs .kt-tabs-id2948_6a5eb4-c6 > .kt-tabs-title-list li.kt-tab-title-active .kt-tab-title, .wp-block-kadence-tabs .kt-tabs-id2948_6a5eb4-c6 > .kt-tabs-content-wrap > .kt-tabs-accordion-title.kt-tab-title-active .kt-tab-title{border-color:var(--global-palette7, #eeeeee);color:#ffffff;background:#004c97;}@media all and (max-width: 1024px){.kt-tabs-id2948_6a5eb4-c6 > .kt-tabs-content-wrap > .wp-block-kadence-tab{border-top:3px solid #84bd00;border-right:0px solid #0a6689;border-bottom:0px solid #0a6689;border-left:0px solid #0a6689;}}@media all and (max-width: 767px){.kt-tabs-id2948_6a5eb4-c6 > .kt-tabs-content-wrap > .wp-block-kadence-tab{border-top:3px solid #84bd00;border-right:0px solid #0a6689;border-bottom:0px solid #0a6689;border-left:0px solid #0a6689;}}<\/style>\n<div class=\"wp-block-kadence-tabs alignnone\"><div class=\"kt-tabs-wrap kt-tabs-id2948_6a5eb4-c6 kt-tabs-has-3-tabs kt-active-tab-1 kt-tabs-layout-tabs kt-tabs-tablet-layout-inherit kt-tabs-mobile-layout-inherit kt-tab-alignment-left \"><ul class=\"kt-tabs-title-list\"><li id=\"tab-trainingwebinars\" class=\"kt-title-item kt-title-item-1 kt-tabs-svg-show-always kt-tabs-icon-side-right kt-tab-title-active\"><a href=\"#tab-trainingwebinars\" data-tab=\"1\" class=\"kt-tab-title kt-tab-title-1 \"><span class=\"kt-title-text\">Training Webinars<\/span><\/a><\/li><li id=\"tab-videolibrary\" class=\"kt-title-item kt-title-item-2 kt-tabs-svg-show-always kt-tabs-icon-side-right kt-tab-title-inactive\"><a href=\"#tab-videolibrary\" data-tab=\"2\" class=\"kt-tab-title kt-tab-title-2 \"><span class=\"kt-title-text\">Video Library<\/span><\/a><\/li><li id=\"tab-userguides\" class=\"kt-title-item kt-title-item-3 kt-tabs-svg-show-always kt-tabs-icon-side-right kt-tab-title-inactive\"><a href=\"#tab-userguides\" data-tab=\"3\" class=\"kt-tab-title kt-tab-title-3 \"><span class=\"kt-title-text\">User Guides<\/span><\/a><\/li><\/ul><div class=\"kt-tabs-content-wrap\">\n<div class=\"wp-block-kadence-tab kt-tab-inner-content kt-inner-tab-1 kt-inner-tabfea6af-c7\"><div class=\"kt-tab-inner-content-inner\">\n<p class=\"has-text-color has-link-color has-large-font-size wp-elements-34684aff075398a569e97c6635b725dc\" style=\"color:#009639\"><\/p>\n\n\n\n<p>Insperity offers foundational webinar courses that cover everything you need to know to wield your Insperity time and attendance system to its fullest:<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p class=\"has-text-color has-link-color has-large-font-size wp-elements-a2eaaec70c80f0b04d5d8e179f024f7e\" style=\"color:#009639\">Course offerings<\/p>\n\n\n\n<p>For the <a href=\"https:\/\/elearning.insperity.com\/#\/catalog\/9a22f4e5-86ba-41be-a73f-a70d7ab8c465?courseTypes=InstructorLedCourse\"><strong>System Administrators<\/strong><\/a><\/p>\n\n\n\n<p>For the <a href=\"https:\/\/elearning.insperity.com\/#\/catalog\/9a22f4e5-86ba-41be-a73f-a70d7ab8c465?courseTypes=InstructorLedCourse\"><strong>Managers and Supervisors<\/strong><\/a><\/p>\n\n\n\n<p>For <a href=\"https:\/\/elearning.insperity.com\/#\/catalog\/9a22f4e5-86ba-41be-a73f-a70d7ab8c465?courseTypes=InstructorLedCourse\" data-type=\"link\" data-id=\"https:\/\/elearning.insperity.com\/#\/catalog\/9a22f4e5-86ba-41be-a73f-a70d7ab8c465?courseTypes=InstructorLedCourse\"><strong>Payroll Processing and End of Period Procedure<\/strong><\/a> <\/p>\n\n\n\n<p>For the <strong>Worksite Employees<\/strong><\/p>\n\n\n\n<p>Your <strong>employees <\/strong>can choose from a series of self-paced online training based on your company&#8217;s needs. Click on a link below to access the course:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/rise.articulate.com\/share\/skYR8utFh8JQvAjU8LDaUTZlSmwZ_q-n\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Punching In\/Out and Requesting Time Off<\/strong><\/a><\/li>\n\n\n\n<li><strong><a href=\"https:\/\/rise.articulate.com\/share\/8oaN-SbYZu6PC-2vWMAPIyULMojGWL54\" target=\"_blank\" rel=\"noreferrer noopener\">Entering Time on a Timesheet and Requesting Time Off<\/a><\/strong><\/li>\n\n\n\n<li><a href=\"https:\/\/rise.articulate.com\/share\/d_olEb9P-4GRmiM0Ga4P402ep56Bu3UI\"><strong>Requesting Ti<\/strong><\/a><strong><a href=\"https:\/\/rise.articulate.com\/share\/d_olEb9P-4GRmiM0Ga4P402ep56Bu3UI\" target=\"_blank\" rel=\"noreferrer noopener\">m<\/a><\/strong><a href=\"https:\/\/rise.articulate.com\/share\/d_olEb9P-4GRmiM0Ga4P402ep56Bu3UI\"><strong>e Off<\/strong><\/a><\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"666\" height=\"710\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2025\/07\/Laptop-Webinar-Pic.png\" alt=\"\" class=\"wp-image-4069\" style=\"width:350px;height:auto\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2025\/07\/Laptop-Webinar-Pic.png 666w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2025\/07\/Laptop-Webinar-Pic-281x300.png 281w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2025\/07\/Laptop-Webinar-Pic-47x50.png 47w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2025\/07\/Laptop-Webinar-Pic-56x60.png 56w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2025\/07\/Laptop-Webinar-Pic-94x100.png 94w\" sizes=\"auto, (max-width: 666px) 100vw, 666px\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n<style>.wp-block-kadence-spacer.kt-block-spacer-2948_cdc2d5-45 .kt-block-spacer{height:60px;}.wp-block-kadence-spacer.kt-block-spacer-2948_cdc2d5-45 .kt-divider{border-top-width:1px;height:1px;border-top-color:#eee;width:80%;border-top-style:solid;}<\/style>\n<div class=\"wp-block-kadence-spacer aligncenter kt-block-spacer-2948_cdc2d5-45\"><div class=\"kt-block-spacer kt-block-spacer-halign-center\"><hr class=\"kt-divider\" \/><\/div><\/div>\n\n\n\n<p>We know you&#8217;ll love our webinars! How do we know?<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Our webinars are facilitated live, by Time and Attendance subject matter experts.<\/li>\n\n\n\n<li>The content has been carefully crafted to ensure you\u2019re getting the most up-to-date and relevant information available.<\/li>\n\n\n\n<li>We train to teach, not to hear ourselves speak. That\u2019s why we stop for knowledge checks along the way and carefully monitor our Q&amp;A box.<\/li>\n\n\n\n<li>After every session, you will receive a follow-up email with a link to the recorded session and supplemental materials to support your training and your team.<\/li>\n\n\n\n<li>Didn\u2019t get the answer you were looking for in a session? If, for any reason, our trainers are unable to answer your question live, those questions will be sent directly to your Time and Attendance implementer for follow-up.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-tab kt-tab-inner-content kt-inner-tab-2 kt-inner-tab155a83-cb\"><div class=\"kt-tab-inner-content-inner\">\n<p>Your company configuration and user permissions for recording and approving time may differ from what is shown in the recording. If you have specific questions about time entry, please consult with your supervisor or system administrator.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-color has-link-color has-large-font-size wp-elements-f753c178e262584a3ae3b34860b49699\" style=\"color:#009639\">Employee\/Supervisor Time and Attendance video library<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Accessing and navigating<\/strong><\/td><td><strong>Time off requests<\/strong><\/td><\/tr><tr><td><a href=\"http:\/\/video.insperity.com\/ITA\/LoggingonPremier.mp4\" target=\"_blank\" rel=\"noreferrer noopener\">Logging on to Time and Attendance Using Insperity Premier<\/a>&nbsp;(2:37)<\/td><td><a rel=\"noreferrer noopener\" href=\"http:\/\/video.insperity.com\/ITA\/ReviewingAccruals.mp4\" target=\"_blank\"><\/a><a rel=\"noreferrer noopener\" href=\"http:\/\/video.insperity.com\/ITA\/SendingTimeOffRequests.mp4\" target=\"_blank\">Sending Time Off Requests<\/a>&nbsp;(2:23)<\/td><\/tr><tr><td><strong>Recording time<\/strong><\/td><td><a rel=\"noreferrer noopener\" href=\"http:\/\/video.insperity.com\/ITA\/RespondingtoTimeOffRequests.mp4\" target=\"_blank\">Responding to Time Off Requests<\/a>&nbsp;(1:29)<\/td><\/tr><tr><td><a rel=\"noreferrer noopener\" href=\"http:\/\/video.insperity.com\/ITA\/RecordingTimePunchesTimesheet.mp4\" target=\"_blank\">Recording Time Using the Punches Timesheet<\/a>&nbsp;(3:13)<\/td><td><a href=\"http:\/\/video.insperity.com\/ITA\/ReviewingandRemovingTimeOffRequests.mp4\">Reviewing and Removing Requests<\/a>&nbsp;(1:49)<\/td><\/tr><tr><td><a rel=\"noreferrer noopener\" href=\"http:\/\/video.insperity.com\/ITA\/LoggingTimeUsingtheHoursSheet.mp4\" target=\"_blank\">Recording Time Using the Hours Timesheet<\/a>&nbsp;( 2:37)<\/td><td><a href=\"http:\/\/video.insperity.com\/ITA\/EditingandManuallyPlacinginTimeOff.mp4\" target=\"_blank\" rel=\"noreferrer noopener\"><\/a><a rel=\"noreferrer noopener\" href=\"http:\/\/video.insperity.com\/ITA\/EditingandManuallyPlacinginTimeOff.mp4\" target=\"_blank\">Editing and Manually Placing in Time Off<\/a>&nbsp;(1:30)<\/td><\/tr><tr><td><a rel=\"noreferrer noopener\" href=\"http:\/\/video.insperity.com\/ITA\/RecordingTimeWebPunch.mp4\" target=\"_blank\">Recording Time Using the Web Punch<\/a>&nbsp;(2:41)<\/td><td><strong>Time off balances<\/strong><\/td><\/tr><tr><td><strong>Approving time<\/strong><\/td><td><a rel=\"noreferrer noopener\" href=\"http:\/\/video.insperity.com\/ITA\/ReviewingAccruals.mp4\" target=\"_blank\">Reviewing Accruals&nbsp;<\/a>(2:36)<\/td><\/tr><tr><td><a rel=\"noreferrer noopener\" href=\"http:\/\/video.insperity.com\/ITA\/ApprovingTimeTotalHoursPage.mp4\" target=\"_blank\">Approving Time through the Total Hours Page<\/a>&nbsp;(1:38)<\/td><td><strong>Alerts<\/strong><\/td><\/tr><tr><td><a rel=\"noreferrer noopener\" href=\"http:\/\/video.insperity.com\/ITA\/ApprovingTime%20ApprovalsPage.mp4\" target=\"_blank\">Approving Time through the Approvals Page<\/a>&nbsp;(3:47)<\/td><td><a rel=\"noreferrer noopener\" href=\"http:\/\/video.insperity.com\/ITA\/ManagingEmployeeAlerts.mp4\" target=\"_blank\">Managing Employee Alerts<\/a>&nbsp;(3:50)<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Complete workflow videos<\/strong><\/td><\/tr><tr><td><a rel=\"noreferrer noopener\" href=\"http:\/\/video.insperity.com\/ITA\/timesheet.mp4\" target=\"_blank\">Tutorial for Timesheet-Entry Employees<\/a>&nbsp;(5:47)<\/td><\/tr><tr><td><a rel=\"noreferrer noopener\" href=\"http:\/\/video.insperity.com\/ITA\/salary.mp4\" target=\"_blank\">Tutorial for Salary Employees with Auto-Generated Hours<\/a>&nbsp;(3:33)<\/td><\/tr><tr><td><a rel=\"noreferrer noopener\" href=\"http:\/\/video.insperity.com\/ITA\/punchingemployees.mp4\" target=\"_blank\">Tutorial for Hourly Employees Clocking In\/Out<\/a>&nbsp;(4:34)<\/td><\/tr><\/tbody><\/table><\/figure>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-tab kt-tab-inner-content kt-inner-tab-3 kt-inner-tab188183-4c\"><div class=\"kt-tab-inner-content-inner\">\n<h2 class=\"wp-block-heading has-text-color has-link-color wp-elements-566c852a07b945e055047399feace4ea\" style=\"color:#009639\">Employee\/Supervisor Time and Attendance video library<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Time Off Requests &amp; Accruals<\/strong><\/td><\/tr><tr><td><a href=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/01\/Total-Hours-User-Guide-1-1.pdf\">Reviewing and Approving Time using Total Hours &#8211; User Guide<\/a><\/td><\/tr><tr><td><a href=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/01\/Approvals-User-Guide-1.pdf\">Approving Time with Approvals &#8211; User Guide<\/a><\/td><\/tr><tr><td><a href=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/Requests-User-Guide.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Requests \u2013 User Guide<\/a><\/td><\/tr><tr><td><strong>Time\/Data Entry &amp; Review<\/strong><\/td><\/tr><tr><td><a href=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/06\/Dollars-and-Mileage-User-Guide.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Tracking Dollars and Mileage &#8211; User Guide<\/a><\/td><\/tr><tr><td><a href=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/01\/Punches-User-Guide.pdf\">Tracking Time Using the Punches Page &#8211; User Guide<\/a><\/td><\/tr><tr><td><a href=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/01\/Hours-User-Guide.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Tracking Hours in the Hours Page &#8211; User Guide<\/a><\/td><\/tr><tr><td><a href=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2024\/06\/Timesheet-User-Guide.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Tracking Hours Using the Timesheet &#8211; User Guide<\/a><\/td><\/tr><tr><td><a href=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/Units-User-Guide.pdf\">Tracking Units &#8211; User Guide<\/a><\/td><\/tr><tr><td><strong>Scheduling &amp; Attendance<\/strong><\/td><\/tr><tr><td><a href=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/Exceptions-User-Guide.pdf\">Exceptions &#8211; User Guide<\/a><\/td><\/tr><tr><td><a href=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/Schedules-User-Guide.pdf\">Schedules \u2013 User Guide<\/a><\/td><\/tr><\/tbody><\/table><\/figure>\n<\/div><\/div>\n<\/div><\/div><\/div>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-2948","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/pages\/2948","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/comments?post=2948"}],"version-history":[{"count":81,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/pages\/2948\/revisions"}],"predecessor-version":[{"id":4313,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/pages\/2948\/revisions\/4313"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/media?parent=2948"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}