Using the Employee List and searching for employees
This topic walks you through using the Employee Summary to search and filter employees so you can manage their information....
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Employee Administration
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Adding an employee to an organization field
This quick help video explains how to add an employee to a organization field for use in sorting, filtering or... -
Changing an employee’s department linked to their job
This video reviews changing an employee’s department if departments are linked to job records. Departments and other organization values may... -
Adding job information to an employee
This video walks you through adding job information to your employees. Jobs must be configured in client management before they... -
Configuring employee labor allocation for GL and reporting
This topic reviews how to configure employee labor allocation. These labor allocations are used in General Ledger and other labor... -
Adding garnishments to an employee
These videos review how to enter garnishments and tax levies for an employee. More Information These resources provide more information... -
Updating an employee’s tax information
This Quick Help video reviews how to add or update federal, state and local tax information for an employee. For... -
Changing an employee’s Social Security Number
To change an employee’s Social Security Number, go to Employee Management > Employee Maintenance > General -
Terminating an employee
This Quick Help video reviews how to terminate an employee. More Information These articles and courses provide more information about... -
Rehiring an employee
Once an employee has been terminated, the employee General screen will list a rehire option. This option will maintain the history record... -
Storing employee documents
This topic reviews document management, including creating subcategories to classify information and control access to sensitive data. Employee documents can... -
Adding human resource information to an employee
This topic walks through adding human resource information to an employee. HR information like assets, certifications, and skills must be... -
Configuring company property, certifications, and skills
This topic walks you through the HR management screens that are used to define assets, certifications, skills, and more. Once... -
Configuring jobs
This video walks you through adding new jobs and updating existing job details in client management. Once jobs are configured,... -
Creating email templates for notifications
This topic reviews how to create email templates that can be used in workflow notifications and mass emails. More Information... -
Creating employee messages for communication in ESS
This topic reviews how to create employee messages for Company Announcements, Employee Messages, and customized Welcome messages in Onboarding, Offboarding,... -
We have a new location. What do I need to do?
In order to add a new work location, contact your payroll specialist. You will need to provide your payroll specialist with... -
New Hire Reporting Requirements
The federal Personal Responsibility and Work Opportunity Reconciliation Act of 1996 (PRWORA) requires businesses to report when they hire new employees.... -
How can I withdraw the consent for electronic delivery of year-end tax forms for an employee?
(updated 11/01/2024) If an employee who has previously consented to electronic delivery of their tax forms would like to withdraw... -
How do I set up electronic delivery of tax forms for my employees?
(updated 10/23/2024) In the modern workforce, employees expect to find the critical information they need electronically on any device: phones,... -
Employee management
The Employee Management video reviews the primary menus used for employee administration tasks. This includes an overview of the Employee... -
Hiring employees
The Hiring Employees video walks through the use of the New Client Wizard and the Quick Hire tool.
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