Understanding User Types
You can create and maintain four different types of users in your isolved People Cloud system:
- Onboarding Prospective Employee
Onboarding users are not truly employees within the isolved application since they haven’t been hired yet. They are provisioned through the Initiate New Hire Onboarding process so they can complete pre-employment information. Onboarding Templates control which information Onboarding Employees are asked to complete. - Employee
An employee is someone who has been hired into isolved. They can access Employee Self Service Classic View (ESS) or the Adaptive Employee Experience (AEX) where they can see or update their own information. Self-Service Roles control which screens employees can view and update if you are still using Classic View. Adaptive Setup controls which screens employees can view and update if you are using the modern Adaptive Employee Experience. Updates to employee email addresses for ESS access are made on the General screen. - Manager or Supervisor
Employees report to Managers and Supervisors within the company hierarchy in isolved. Managers and Supervisors access information through Employee Self-Service Classic View (ESS) or the Adaptive Employee Experience (AEX), but they can see their direct reports in addition to their own information. Managers and Supervisors can be maintained on the Employee Jobs screen, or as Organizational Managers or Supervisors associated with a specific organizational unit on the Organization Manager / Supervisor screen. Updates to manager and supervisor email addresses for ESS access are made on the General screen. Managers and Supervisors can be included in new hire onboarding workflows to complete tasks such as provisioning company assets and employer I-9 verification. They can also be included in approval workflows for changes their employees make in ESS or AEX. - Client User
Client users are administrative users with access to the full functionality of the isolved system. Client users can be assigned to Client Groups for inclusion in approval workflows for changes employees, supervisors, and managers make. Access can be limited for specific client users by assigning specific roles, organizations, pay groups, or report groups.
This guide focuses on configuring and maintaining Client Users.
For more detailed information about Employee, Manager, or Supervisor users in Employee Self-Service Classic View, reference the Insperity Help Portal or the following isolved University topics:
- Documentation
- 4 Steps for a Successful ESS Setup [For Client Users]
- Employee Self-Service Login Troubleshooting [For Client Users]
- Employee Self-Service User’s Guide [For Employees]
- Login Help – Employee Self-Service [For Employees]
- Videos
- 6008-CU-PR— Employee Self-Service Administration [For Client Users]
- 6009-CU-PR— Using Employee Self-Service [For Client Users]
Initial Client User Configuration
The initial client user will be configured by the Insperity Implementation Team during your implementation process. You will need at least one client user established in isolved with access to the Create Client Users role to create additional client users.
Creating Additional Client Users
Once the initial client user has gained access to isolved, they can create additional client users. It is important to understand how to control access to the screens, features, reports, workflow approvals, and employee groups before creating new users.
Access Types
There are two ways to control access to the isolved system:
- Controlling what users can see
- Controlling who users can see
Controlling What Client Users Can See and Do
Since Client Users are administrative users, access can be granted to all the screens, features, reports, and workflow approvals with the isolved People Cloud application. However, it is recommended that you limit access to just the specific areas of the application that are relevant to each user’s day-to-day activities for better security.
You can control what client users have access to see and do through the combination of:
- Client User Role Membership
Each role provides access to a specific set of menus, screens, and buttons. Roles are broken down by functional groups to make it easier to assign just the right level of access for each client user in your organization. - Report Group Access
Report groups control access to the report list that a Client User can run from their My Reports menu. Reports are always limited to just the employees the client user has access to see. - Client Group Access
Client Groups allow Client Users to be involved in approval workflows. A group can contain just one client user, or multiple client users who are all authorized to approve or reject workflow transactions. - Restricted Field Access
Field access restrictions can mask all or part of sensitive numbers for specific field types.
Client User Role Membership
Roles can grant Full or Read-Only access to menus, screens, and buttons in isolved. If the same employee is assigned a role that grants full access and another role that grants read-only access to the same feature, full access will be granted. The user will get the most access granted through the combination of their rules. Client Users can only assign access to the roles they are currently assigned. If the Client User does not have a role, they will not see it on the Roles tab to assign to other users.
Client User Roles in isolved People Cloud
Client user roles follow a defined naming convention:
- Roles that begin with “Client” generally control access to configuration
- Roles that begin with “Manage Employee” control access to employee information
- Roles that begin with “Payroll” control access to payroll processing features
- Roles that begin with “View” provide read-only access. If you intend for a user to have full access, you do not need to grant the View role for that feature.
| Role Name | Role Purpose | Menu Access | Screen Access (F) = Full Access (R) = Read-Only | User Functional Group |
| Client ACA Executive Dashboard | View ACA Executive Dashboard | Client Management | ACA Executive Dashboard (F) | Executive, Benefits – ACA |
| Client ACA Setup Options | Configure ACA Options Review & Approve ACA Forms Review Company ACA Filing Status | Client Management > ACA Setup Options | ACA Client Management (F) ACA Forms Approval (F) ACA Measurement Policies (F) ACA Non-Employee Overrides (F) ACA Reporting Groups (F) ACA Report Options (F) Import ACA EE Overrides (F) | Benefits – ACA |
| Client Alternate Rates | Manage Client Alternate Pay Rates | Client Management > Payroll | Client Alternate Pay Rates (F) | HR, Payroll |
| Client Asset Management | Define Company Asset Types Assign Assets to Employees | Client Management > HR Management Employee Management > Human Resources | Company Asset Types (F) Employee Company Assets (F) | HR, IT |
| Client Attendance Management | Configure Client Shifts and Schedules in isolved Time Define Attendance Rules to Trigger Alerts | Client Management > Attendance Management | Manage Client Shifts (F) Attendance Rules (F) Schedule Rules (F) | Time & Labor Management |
| Client Audit Tracking | Audit changes in isolved | Client Management > Client Utilities > Client Employee Admin Tools > Employee Utilities | Client Change Log (F) Employee Audit (F) | IT |
| Client Benefits | Review Client Benefit Plan Configuration Review Online Enrollment Configuration (New Hire, Life Event, Open Enrollment) | Client Management > Benefits | Client Life Events Setup (R) Client Benefit Plans (R) Client Benefit Groups (R) Client Benefit Types (R) Client Coverage Codes (R) Client Coverage Groups (R) Client Eligibility Rules (R) Client Open Enrollment Setup (R) | Benefits, COBRA |
| Client Benefits – Deferred Comp | Review Deferred Compensation Plan Configuration | Client Management > Benefits | Client Deferred Comp Plans (R) | Retirement Plans |
| Client Benefits – Leave Accruals | Review Client Accrual Plans and Leave Policies Review Client Absences Policies Review Client Calendar Rules | Client Management > Benefits | Client Accrual Plans (R) Client Accrual Types (R) Client Eligibility Rules (R) Client Absence Policies (R) Client Calendar Rules (R) | Time & Labor Management |
| Client Check Print History | View Status of Check Printing for Pay Runs | Client Management > Client Utilities > Payroll | Check Print History (R) | Payroll |
| Client COBRA Link | Access COBRA Administration * Requires COBRA service through isolved Benefit Services (iBS) | Client Management > COBRA Link | Access isolved Benefit Services COBRA Administration Portal | Benefits, COBRA |
| Client Data Imports | Import Client Data Table changesImport Employee Data changes | Conversion Management | Data Imports (F) Data Import Undo (F) Data Import History (F) Prior System Check History Undo (F) HR Data Imports (F) Client Data Imports (F) | HR, Payroll, IT |
| Client Delete Employee | Delete employees * Only employees with no payroll history can be deleted | Employee Admin Tools > Employee Utilities | Delete Employee (F) | HR |
| Client Document Administration | Define Document Subcategories Search for and review types of Documents on File | Client Management > HR Management > HR Administration Employee Admin Tools > Employee Analytics | Client Document Subcategories (F) Employee Documents on File (R) | HR |
| Client Executive Dashboard | Review Employee Headcount, Gross Payroll, and Turnover Demographics | Client Management | Executive Dashboard (F) | Executive, HR |
| Client HR Management | Define HR Tables Define Message Categories Create Employee Messages for Employee Welcome Screen Define Disciplinary Offenses, Authorities and Corrective Actions Define Performance Review Ratings, Types, and Plans | Client Management > HR Management Client Management > HR Management > HR Administration Client Management > HR Management > Performance Client Management > HR Management > Training and Development | Client Company Asset Types (F) Client Forms (F) Client Message Categories (F) Client Employee Messages (F) Client Awards (F) Client Disciplinary Policies (F) Client Disciplinary Authorities (F) Client Disciplinary Occurrences (F) Client Disciplinary Action Taken (F) Client Performance Review Ratings (F) Client Performance Review Types (F) Client Performance Reviews (F) Client Certifications (F) Client Education (F) Client Skills (F) Client Training (F) | HR |
| Client IP Restrictions | Define IP Address Restrictions for browser access to Self-Service | Client Management > Client Utilities > Client | Client IP Address Restrictions (F) | IT |
| Client isolved Applicant Tracking | Access isolved Applicant Tracking through Employee Single Sign-On (SSO) * If isolved Applicant Tracking has been purchased | Employee Management | isolved Applicant Tracking SSO (F) | Recruiting |
| Client Jobs | Define Jobs in your organization Define Job Groups | Client Management > Job | Client Jobs (F) Client Job Groups (F) | Payroll, HR |
| Client Labor & GL | Define Labor Fields Define General Ledger Codes and Rules Define Labor Allocation Define Default Labor Rates Define Tipped Labor Values Define Pay Group Budgets | Client Management > Labor & GL | Client Labor & GL Fields (F) Client Labor Table (F) Client Labor Allocation (F) Client Labor GL Rules (R) Client Default Labor Rates (F) Client Tipped Labor Values (F) Client Pay Group Budget Hrs / Dollars (F) | Finance |
| Client Landing Page | Access Client Welcome Page | Client Management > Client Landing Page | Client Landing Page (R) | Payroll |
| Client Maintenance | View Core Client Configuration View Pay Group Configuration View Delivery Package Configuration Define Seasonal Company and Pay Group Configuration Manage Scheduled Reports Manage Key Client Contacts Manage Client Location Addresses Print manual checks* * If special approval has been granted for onsite check printing | Client Management > Client Maintenance | Client Options (R) Client Organizations (R) Client Pay Group (R) Client Checks at Org Level (R) Client Legal Company Seasons (F) Client Pay Group Seasons (F) Client Scheduled Report Group Options (F) Client Contacts (F) Client Addresses (F) Client Delivery Package (R) Client Split Wrap (R) | Payroll |
| Client Mass Email Utility | Generate Mass Emails through isolved People Cloud using defined templates | Client Management > Mass Email Utility | Client Mass Email Utility (F) | Benefits, Payroll, HR |
| Client Mineral HRRC SSO | Access the Mineral HR Resource Center through single sign-on | Employee Self-Service > HR Resource Center | Access HR Support Center (Mineral) SSO (F) | HR |
| Client New Hire Onboarding Setup | Define Client Onboarding and Email Templates Define Client Onboarding Workflows Routes and Triggers Manage Client Forms, Employee Messages and Message Categories | Client Management > Workflow Setup Client Management > HR Management > HR Administration | Client Email Templates (F) Client Onboarding Templates (F) Client Workflow Routes (R) Client Workflow Transactions (R) Client Forms (F) Client Employee Messages (F) Client Message Categories (F) | HR |
| Client Offboarding Workflow | Define Client Offboarding and Email Templates Define Client User Groups Manage Client Workflow Routes and Triggers | Client Management > Workflow Setup | Client User Groups (F) Client Email Templates (F) Client Offboarding Templates (F) Client Workflow Routes (F) Client Workflow Transactions (F) | HR |
| Client Payroll Codes | View Client Earning, Deduction, and Memo Configuration View Client Pay Item Default Values View Accumulator Configuration View Additional Check Configuration View Third Party Vendor Payee Configuration | Client Management > Payroll | Client Earnings (R) Client Deductions (R) Client Memo Calculations (R) Client Pay Item Default Values (R) Client Additional Checks (R) Client Alternate Pay Rates (R) Client Third Parties (R) Client Accumulators (R) | Payroll |
| Client Report Writer | Access the Report Writer to create your own custom reports | Reporting | Client Report Writer (F) Access Reporting My Reports Queue (F) | Payroll, HR, Benefits, Finance, IT |
| Client Reports Standard | Access to standard reports in isolved People Cloud * Access quarterly and annual tax filings Access the Report Archive to quickly view scheduled reports for prior payrolls * Report Groups can be used to filter access to specific reports for specific users. | Reporting | Client Reports (F) Client Report Archive (F) Client Quarterly Reports On-Demand (F) Client My Reports (F) Client My Reports Queue (F) Client Date Range Reports (F) Client Continuous Report Archive (F) Client Year End Report Archive (F) Client Year End Reports On Demand (F) Client Return Archive (F) | Payroll, HR, Benefits, Finance, IT |
| Client Reports – My Reports Only | Access to specific standard reports in isolved People Cloud designated in your Report Group(s) * * Report Groups can be used to filter access to specific reports for specific users. | Reporting | Client Reports (F) Access Reporting My Reports Queue (F) | Client admins with limited report access |
| Client Self Service Management | Review menu options available to employees, supervisors, and managers in Employee Self-Service Classic View (ESS) Review menu options available to employees, supervisors, and managers in the Adaptive Employee Experience (AEX) Report on the status of ESS registrations and generate initial registration emails Review supervisor and manager assignments | Client Management > Client Utilities > ESS Settings Client Management > Client Utilities > Payroll Employee Admin Tools > Employee Administration Employee Admin Tools > Employee Analytics | Client Adaptive Setup (R) Client Self Service Roles (R) Client Pay History Display (R) Client Self-Service Management (F) Client Managerial Assignments (F) | HR, IT |
| Client Share & Perform Admin SSO | Access Share & Perform as an administrator * * If Share & Perform has been purchased | Employee Self-Service | Share & Perform (F) | HR |
| Client Share & Perform Employee SSO | Access Share & Perform as an employee * * If Share & Perform has been purchased | Employee Self-Service | Share & Perform (F) | HR, viewing as employees, supervisors, or managers |
| Client Tables | Maintain Organization Codes Maintain Reason Codes Define Worker’s Compensation Policies and Rates Define Miscellaneous Fields Define Salary Grades and Compensation Plans Create Report Groups and assign access | Client Management > Tables | Client Organization Table (F) Client Change Reasons (F) Client Employment Categories (F) Client Employment Statuses (F) Client Termination Reasons (F) Client Workers Comp Policies (F) Client Workers Comp Rates (F) Client Organization Workers Comp (F) Client Misc Field Categories (F) Client Misc Employee Fields (F) Client Salary Grades (F) Client Compensation Plans (F) Client Report Group Access (F) | Payroll, IT |
| Client Taxes | View Company Tax Configuration Review Tax Liability Payments Review COVID-19 Tax Credits Review Small Business Research Tax Credits and Other State Tax Credits Review remote workers with a resident address in a location not registered for tax filing * * Fully remote worker feature must be enabled | Client Management > Taxes | Tax Maintenance (R) Business Credits (R) Company Tax Liabilities (F) Company Reconciliation (F) Remote Workers – Unauthorized Taxes (R) * | Payroll, Tax |
| Client Third Parties | Define Third Party Vendors to associate with employee-specific garnishments (excluding child support) | Client Management > Payroll | Client Third Parties (F) | Payroll |
| Client Training & Dev Absorb | Access Training & Development Portal * * Requires implementation of Training & Development | Employee Self-Service | Training & Development Portal SSO (F) | Talent Development |
| Client Training Management | Define training classes Log training classes employees have completed * For clients who are not using Training & Development included with Workforce Acceleration | Employee Management > Human Resources > Training and Development Client Management > HR Management > Training and Development | Employee Training (F) Client Training (F) | Trainers |
| Client User Setup | Define and Maintain Client Users | Security | Client Users (F) | IT |
| Client Wage Notice Management | Create templates for state Pay Rate Notices Assign Pay Rate Notices to employees for completion | Client Management > HR Management > HR Administration Client Management > Workflow Setup | Client Notices (F) Client Email Templates (F) | HR, Payroll |
| Client WFM – Attendance Management | Review attendance alerts configuration* Manage point values for attendance and corrective action infractions ** * Requires implementation of attendance features in Time & Labor Management ** Requires purchase of Occurrence Tracking | Client Management > Attendance Management | Client Time Custom Alerts (R) * Client Time Alert Rules (R) * Client Time Occurrence Rules (F) ** | Time & Attendance admins, HR |
| Client WFM – Scheduling Mgmt – Administrative | Manage Company Shifts * Manage Company Schedules * Review Attendance Rules * Manage Administrative Scheduling Policies * * Requires implementation of administrative scheduling in Time & Labor Management | Client Management > Attendance Management | Client Time Attendance Manage Shifts (F) Client Time Attendance Rules (R) Client Time Attendance Schedule Rules (F) | Time & Labor Management, Scheduling |
| Client WFM – Scheduling Mgmt – Collaborative | Manage Company Shifts * Manage Company Schedules * Manage Attendance Rules to define predictive scheduling notification thresholds * Manage Collaborative Scheduling Permissions * Draft schedules * Post schedules * * Requires purchase of collaborative & predictive scheduling in Time & Labor Management Scheduling bundle | Client Management > Attendance Management | Client Time Attendance Manage Shifts (F) Client Time Attendance Rules (F) Client Time Attendance Schedule Rules (F) Client Time Attendance Schedule Permission Rules (R) | Time & Labor Management, Scheduling |
| Client WFM – Scheduling Mgmt – Resource | Manage Company Shifts * Manage Company Schedules * Manage Attendance Rules * Manage Collaborative Scheduling Permissions * Manage Staff Count Types * Manage Staffing Rules * * Requires purchase of resource scheduling in Time & Labor Management Scheduling bundle | Client Management > Attendance Management | Client Time Attendance Manage Shifts (F) Client Time Attendance Rules (R) Client Time Attendance Schedule Rules (F) Client Time Attendance Schedule Permission Rules (F) Client Time Attendance Staff Count Types (F) Client Time Attendance Staffing Rules (F) | Time & Labor Management, Scheduling |
| Client WFM – Time & Labor Mgmt | Review Time & Labor Management policies and eligibility * Review holiday configuration Review meal and break rules Review punch rounding rules Review dollar and piece rate entry configuration * Review time card permissions * Review alerts configuration * Review time card verification rules * Review employee and admin calendar rules * Define Teams *** Define Labor Groups * Review punch attestation configuration **** Review time clock configuration ***** Review punches polled from time clocks ***** * Requires implementation of Time & Labor Management ** Requires configuration of a Team org level *** Requires implementation of punch attestations **** Requires purchase of time clocks | Client Management > Time Management | Client Time Eligibility Rules (R) Client Time Holidays (R) Client Time Holiday Rules (R) Client Time Hours Allocation Rules (R) Client Time Meal and Break Rules (R) Client Time Rounding Rules (R) Client Timecard Adjustment Rules (R) Client Time Card Permission Rules (R) Client Time Custom Alerts (R) Client Time Alert Rules (R) Client Time Verification Rules (F) Client Time Calendar Rules (R) Client Time Manage Teams (F) ** Client Time Policy Groups (R) Client Time Labor Groups (F) Client Time Card Notes (R) *** Client Time Note Rules (R) *** Client Time Manage Clocks (F) **** Client Punch Log (F) **** | Time & Labor Management admins |
| Client WFM – Time Geofencing Mgmt | Manage time card permissions Manage geographical fences * * Requires purchase of geofencing for the Adaptive Employee Experience (AEX) | Client Management > Time Management | Client Time Card Permission Rules (F) Client Time Fence Rules (F) | |
| Client Work Locations (Read Only) | Review Company Work Locations | Client Management > Work Locations | Client Work Locations (R) Client Work Locations by Labor (R) | Payroll |
| Client Workflow Setup | Define Workflows to approve benefits and updates submitted through ESS Define Workflows for Onboarding Define Client User Groups to include Client Users in workflows Define Email Templates to generate notifications in workflows | Client Management > Workflow Setup | Client User Groups (F) Client Email Templates (F) Client Workflow Routes (F) Client Workflow Transactions (F) | IT |
| Client WOSS | Manage client setup * Only for Workforce Optimization (WO) clients who are administering additional services through Workforce Optimization Specialized Services (WOSS) | Client Management > Client Maintenance Client Management > Payroll Client Management > Tables | Client Landing Page (F)Client Legal Company (R)Client Pay Groups (R)Client Checks at Org Level (R)Client Payroll Run Schedule (F)Client Bank Accounts (R)Client Contacts (F)Client Addresses (R)Client Earnings (R)Client Deductions (R)Client Memo Calculations (R)Client Organization Table (F) | WOSS administrators |
| Client WOSS Labor & GL | Manage Labor UpdatesReview General Ledger Configuration *Only for Workforce Optimization (WO) clients who are administering additional services through Workforce Optimization Specialized Services (WOSS) | Client Management > Labor & GL | Client Labor & GL Fields (R)Client Labor Table (R)Client Labor Allocation (F)Client Labor GL Rules (R) | WOSS administrators |
| isolved University Customer Administrator | Review completed courses in isolved University | User Options > University | Review completed isolved University courses (R) | HR |
| Manage Employee Alternate Rates | Manage employee Alternate Pay Rates | Employee Management > Employee Pay | Employee Alternate Pay Rates (F) | HR, Payroll |
| Manage Employee Benefits | Manage Employee Benefits | Employee Admin Tools > Employee Administration Employee Admin Tools > Employee Utilities Employee Management > Employee Benefits | Employee Enrollment Management Dashboard (F)Employee Benefit Evaluation (F)Employee Benefits (F) Employee Group Term Life (F)Employee Life Events (F) | Benefits |
| Manage Employee Benefits – ACA | Manage Employee ACA Measurement periodManage Employee ACA Report Overrides | Employee Management > Employee Benefits | Employee ACA Measurement Period (R)Employee ACA Report Overrides (F) | Benefits |
| Manage Employee Benefits – Deferred Comp | Manage Employee Deferred Compensation | Employee Management > Employee Benefits | Employee Benefits (F) | Benefits |
| Manage Employee Benefits – Leave Accruals | Manage Employee Leave Accruals and BalancesManage Comp Time Balances | Employee Management > Employee Benefits > Accruals | Employee Leave Accruals (F)Employee Accrual Balance History (F)Employee Accrual History Updates (F)Employee Comp Time Balance History (F) | Leave Administration |
| Manage Employee Change Log | Audit Employee Changes in isolved | Employee Admin Tools > Employee Utilities | Employee Change Log (F) | IT |
| Mange Employee Documents | View and Import Employee Documents | Employee Management > Human Resources | Employee Documents (F) | HR |
| Manage Employee Human Resources | Manage Employee Company Assets, Employee Contacts, and Prior EmploymentManage Employee Awards and Disciplinary Occurrences and Corrective ActionsManage Employee OSHA InstancesManage Employee CertificationsManage Employee EducationManage Employee SkillsManage Employee Training | Employee Management > Human Resources Employee Management > Human Resources > Performance Employee Management > Human Resources > Regulatory Employee Management > Human Resources > Training and Development | Employee Company Assets (F)Employee Contacts (F)Employee Prior Employment (F)Employee Awards (F)Employee Occurrences (F)Employee Corrective Actions (F)Employee OSHA Incidents (F)Employee Certifications (F)Employee Education (F)Employee Skills (F)Employee Training (F) | HR |
| Manage Employee Maintenance | Manage Employees | Employee Management Employee Management > Employee Maintenance Employee Management > Human Resources Employee Management > Human Resources, > Regulatory Employee Admin Tools > Employee Administration Employee Admin Tools > Employee Analytics Client Management > Client Utilities > Client | Employee Summary Information (F)Employee General Information (F)Employee W2 Override Address (F)Employee Employment F)Employee Employment Status History (F)Employee Jobs (F)Employee Labor (F)Employee Labor Distribution (F)Employee Location Labor Distribution (F)Employee Percent Labor Distribution (F)Employee Organizations (F)Employee Organization Supervisor /Manager (F)Employee Misc Fields (F)Employee Misc Data Sets (F)Employee Assignments (F)Employee Federal Reporting Data (F) I-9 Dashboard (F)Employee Form I-9 (F)Client I-9 Audit (F)Employee Informational I-9 Data (F)Employee Anniversaries (F)Employee Birthdays (F)Employee Completed Workflow (F)Employee Electronic Elections (F)Employee Emergency Contacts (F)Employee Salary/Hourly Rate List (F)Employee Hires and Terms (F)Employee Managerial Assignments (F)Employee List Settings (F) | HR |
| Manage Employee New Hire Onboarding | Initiate OnboardingReview Onboarding StatusComplete New Hire Onboarding | Employee Admin Tools > Employee Administration Employee Admin Tools > Employee Analytics | Pending Employees (F)Employee Hires and Terms (F) | HR |
| Manage Employee Notes | Manage Employee Notes | Employee Management > Human Resources | Employee Notes (F) | HR |
| Manage Employee Offboarding | Initiate OffboardingReview Offboarding StatusComplete Employee Onboarding | Employee Admin Tools > Employee Administration > Pending Terminations | Employee Offboarding (F) | HR |
| Manage Employee Pay | Manage Employee Salary and Alternate Pay RatesManage Employee Earnings, Deductions, and GarnishmentsManage Employee Direct Deposit | Employee Management > Employee Pay | Employee Salary (F)Employee Alternate Pay Rates (F)Employee Tax Information (F)Employee Earnings (F)Employee Deductions (F)Employee Garnishments (F)Employee Memo Calculations (F)Employee Direct Deposit (F) | Payroll |
| Manage Employee Payroll Accumulators | Manage Employee Payroll Accumulators | Employee Management > Employee Pay | Employee Payroll Accumulations (F) | Payroll |
| Manage Employee Pending Employees | Manage the Onboarding Workflow for a Prospective EmployeeResend an Activation Email to a Prospective EmployeeKick of the Client New Hire Wizard to Hire a Prospective EmployeeDelete a Prospective Employee from Pending Employees | Employee Admin Tools > Employee Administration | Pending Employees (F) | HR |
| Manage Employee Pending Employees Import | Import Pending Employees into isolved | Employee Admin Tools > Employee Utilities | Pending Employee Import (F) | HR |
| Manage Employee Performance Reviews | Manage Employee Performance Reviews | Employee Management > Human Resources Employee Management > Human Resources > Performance | Employee AssignmentsAdd an Employee ReviewSchedule an Employee ReviewEmployee Review History | HR |
| Manage Employee Hire | Grant Access to Hire Employees Using the Quick Hire Wizard | Employee Management | Employee Quick Hire (F) | HR |
| Manage Employee Scheduling | Manage Employee Default SchedulesSchedule EmployeeImport Employee Schedules | Employee Admin Tools > Employee Administration > Employee Scheduling | Employee Default Schedule (F)Employee Scheduler (F)Employee Schedule Import (F) | Time & Labor Management |
| Manage Employee Summary | View Employee Summary ListConfigure Employee Summary ListExport Employee Summary List | Employee Management | Employee Summary (F) | HR, Payroll, Time & Labor, Benefits |
| Manage Employee WOTC Services | Log in to isolved WOTC Services Portal through SSOView WOTC Status Dashboard | Employee Management > Employer WOTC SSO | Employer WOTC SSO (F)WOTC Certification (F) | Payroll |
| Manage ESS | View Employee Pending workflow and associated employee updatesView Employee Self-Service Account Status and Activity ReportsActivate and Inactivate Employee Self-Service AccountsResend Employee Self-Service Activation Emails and Unlock Locked Employee Self-Service AccountsManage General HR Employee Self-Service Options, including Federal Reporting DataReview Employee Self-Service screens | Employee Admin Tools > Employee Administration Employee Self-Service, Employee Self-Service > Federal Reporting Data | Pending Workflow (F)Employee Self-Service Management (F)Employee Welcome (F)Employee My Dashboard (F)Employee Messages (F)Employee Profile Picture (F)Employee Misc Data Sets (F)Employee Misc Date Fields (F)Employee Profile (F)Employee Contact Information (F)Employee Company Information (F)Employee Company Assets (F)Employee Awards (F)Employee Pay History (F)Employee W2/ACA/1099 Forms (F)Employee Contacts (F)Employee Prior Employment (F)Employee Training (F)Employee Skills (F)Employee Education (F)Employee Certifications (F)Employee Direct Deposit (F)Employee Salary (F)Employee Jobs (F)Employee Pending Reviews (F)Employee Performance Review History (F)Employee Tax Updates Wizard (F)Employee Name and Contact Information (F)Employee Direct Deposit Updates (F)Employee Salary Updates (F)Employee Job Updates (F)Employee Awards Updates (F)Employee Certifications Updates (F)Employee Company Assets Updates (F)Employee Occurrences (F)Employee Corrective Actions (F)Employee Education Updates (F)Employee Prior Employment Updates (F)Employee Skills Updates (F)Employee Training Updates (F)Employee Disability Self-Identification (F)Employee EEO Self-Identification (F)Employee VETS Self-Identification (F) | HR, IT |
| Manage ESS Benefits | Manage Benefits Related Employee Self-Service Options, including Beneficiary and Dependent information | Employee Self-Service | Employee Open Enrollment (F)Employee Life Events Wizard (F)Employee Life Events History (F)Employee Benefits Summary (F)Employee Benefit Plan Details (F)Employee Dependents (F)Employee Beneficiaries (F) | Benefits, HR |
| Manage ESS Benefits – Deferred Comp | View employee deferred compensation in ESS | Employee Self-Service | Employee Benefits Updates (F) | Benefits |
| Manage ESS Documents | View employee documents in ESS | Employee Self-Service | Employee Documents (F) | HR |
| Manage ESS Time | Enter Time and Verify an Employee Time CardEnter an Employee Group PunchManage Employee AbsencesRequest Employee Time Off and Approve/Deny Employee Time Off RequestsManage Employee Pending Transactions and PunchesMonitor Employee Time Card AlertsManage employee time cardsEnter employee time, hours, and dollars in Time & Labor ManagementReview employee leave balancesSubmit absences and time off requests for employeesApprove / reject time off requests | Employee Self-Service > Time Employee Self-Service > My Dashboard | Employee Time Card (F)Client Group Punch (F)Employee Absences (F)Employee Time Off Balances (F)Employee Calendar (F)Client Admin Calendar (F)Employee My Dashboard | Time & Labor Management |
| Manage WOSS Employee Benefits | Manage Employee Benefits * Only for Workforce Optimization (WO) clients who are administering additional services through Workforce Optimization Specialized Services (WOSS) | Employee Management > Employee Benefits | Employee Benefits (F) | Benefits |
| Manage WOSS Employee Mgmt | Manage Employee Information * Only for Workforce Optimization (WO) clients who are administering additional services through Workforce Optimization Specialized Services (WOSS) | Employee Management Employee Management > Employee Maintenance Employee Management > Employee Pay Employee Management > Human Resources Employee Admin Tools > Employee Administration Employee Admin Tools > Employee Utilities | Employee Summary (F)Employee Quick Hire (F)General Employee Maintenance (F)Employee Employment Maintenance (F)Employee Employment Status History Maintenance (F)Employee Job Maintenance (F)Employee Labor Maintenance (F)Employee Organization Maintenance (F)Employee Salary (F)Employee Earnings (F)Employee Deductions (F)Employee Memo Calculations (F)Employee Direct Deposit (F)Employee Assignments (F)Employee Self-Service Management (F)Copy Employee (F)Employee Change Log (F) | Payroll |
| Manage WOSS Employee Tax | Manage Employee Federal, State, and City Tax InformationManage Employee Tax LocationManage Tax Exemption Status Type **Used by Workforce Optimization Client who are Administering Additional Services through Workforce Optimization Specialized Services (WOSS) | Employee Management > Employee Pay | Employee Tax Information (F) | Payroll |
| Manage WOSS ESS | Review Employee Pay History *Used by Workforce Optimization Client who are Administering Additional Services through Workforce Optimization Specialized Services (WOSS) | Employee Self-Service | Employee Pay History (F) | Payroll |
| Payroll Client Run Schedule | Manage the Client Payroll Run ScheduleUpdate Blocked Deductions, Earnings, and Memo Calculations for a Payroll Run | Payroll Processing | Client Run Schedule (F) | Payroll |
| Payroll COBRA | Process COBRA Premium Assistance payments in payroll *Requires COBRA services through isolved Benefit Services (iBS) | Payroll Processing | COBRA | Payroll |
| Payroll Entry | Enter employee time using the Time Entry Grid or Individual Time EntryVoid Third Party CheckRemove Pending ChecksTime entry options for payroll processing – Time Entry grid and Individual Time EntryTime Card Import from third party time systems into payrollRemove checks | Payroll Processing > Payroll Entry | Time Entry Grid (F)Individual Time Entry (F)Void Third Party Checks (R)Time Entry Totals (F)Additional Check Entry Grid (F)Timecard Import (F)Labor Entry Grid (F)Remove Pending Checks (F) | Payroll |
| Payroll Entry Setup | Manage Client Time Entry TemplatesManage Time Entry Template Options | Payroll Processing > Payroll Entry Setup | Client Time Entry Templates (F)Client Time Entry Options (F) | Payroll |
| Payroll Preview | Preview PayrollReview Payroll ReportsAdd Check Stub Message | Payroll Processing | Preview Payroll (F) | Payroll |
| Payroll Process | Lock and Commit Time CardsPreview and Process PayrollReview Payroll ReportsAdd Check Stub MessageReview Last Payroll Run Information and Reports | Payroll Processing | Client Process Payroll (F) | Payroll |
| Payroll Run History | Review Client Payroll Run and Billing HistoryReview Payroll Run Counts, Associated Services, Blocked Pay Items, Impound Bank Accounts, and Third-Party Payees. | Payroll Processing | Client Payroll Run History (F) | Payroll |
| View Client Base | View only access to client configuration screensReview Client ConfigurationView only access to employee screens | Employee Admin Tools > Employee Administration Employee Admin Tools > Employee Utilities Client Management > Client Maintenance Client Management > Payroll Client Management > Taxes Client Management > Tables Client Management > Labor & GL Client Management > Benefits Client Management > Job Client Management > HR Management > HR Administration Client Management > HR Administration > Performance Client Management > HR Administration > Training and Development Client Management > Attendance Management Client Management > Time Management Client Management > Workflow Setup Client Management > Client Utilities > Client Client Management > Client Utilities > ESS Settings Client Management > Client Utilities > Payroll, Security | Client Self-Service Administration (R)Employee Audit (R)Client Executive Dashboard (R)Client Landing Page (R)Client Summary (R)Client Mass Email Utility (R)Client Legal Company Seasons (R)Client Pay Group Seasons (R)Client Scheduled Report Options (R)Client Contacts (R)Client Addresses (R)Client Accumulators (R)Client Tax Maintenance (R)Client Organization Table (R)Client Change Reasons (R)Client Employment Categories (R)Client Employment Statuses (R)Client Termination Reasons (R)Client Workers Comp Rates (R)Client Organization Workers Comp (R)Client Misc Field Categories (R)Client Misc Employee Fields (R)Client Salary Grades (R)Client Compensation Plans (R)Client Report Group Access (R)Client Labor & GL Fields (R)Client Labor Table (R)Client Labor Allocation (R)Client Labor GL Rules (R)Client Default Labor Rates (R)Client Tipped Labor Values (R)Client Pay Group Budget Hrs/Dollars (R)Client Copy Labor GL Rules (R)Client Accrual Type (R)Client Accrual Plans (R)Client Deferred Comp (R)Client Jobs (R)Client Job Groups (R)Client Employee Messages (R)Client Message Categories (R)Client Awards (R)Client Corrective Actions (R)Client Performance Review Ratings (R)Client Performance Review Types (R)Client Performance Reviews (R)Client Certifications (R)Client Education (R)Client Skills (R)Client Training (R)Client Manage Shifts (R)Client Attendance Rules (R)Client Schedule Rules (R)Client Schedule Permission Rules (R)Client Staff Count Types (R)Client Staffing Rules (R)Client Holidays (R)Client Timecard Adjustment Rules (R)Client Time Card Permission Rules (R)Client Custom Alerts (R)Client Alert Rules (R)Client Verification Rules (R)Client Policy Groups (R)Client Labor Groups (R)Client Time Card Notes (R)Client Manage Clocks (R)Client User Groups (R)Client Email Templates (R)Client Onboarding Templates (R)Client Offboarding Templates (R)Client Workflow Routes (R)Client Workflow Transactions (R)Client Change Log (R)Client IP Address Restrictions (R)Client Adaptive Setup (R)Client Self-Service Roles (R)Client Pay History Display (R)Client Users (R) | IT HR, Payroll, Benefits (full access users) |
| View Client Benefits | Review Client Open Enrollment ConfigurationReview Client Benefit EvaluationAccess Client ACA Executive DashboardReview Client Coverage Codes and GroupsReview Client Benefit Plans, Groups, and Eligibility RulesReview Client Accrual PlansReview Client Calendar RulesReview Client ACA Forms, Measurement Policies, Reporting Groups, and Employee and Non-Employee ACA Overrides. | Employee Admin Tools > Employee Administration Employee Admin Tools > Employee Utilities, Client Management > Benefits Client Management >ACA Setup Options | Client Enrollment Management (R)Client Benefit Evaluation (R)Client ACA Executive Dashboard (R)Client Benefit Types (R)Client Coverage Codes (R)Client Coverage Groups (R)Client Eligibility Rules (R)Client Benefits Plans (R)Client Benefit Groups (R)Client Open Enrollment Setup (R)Client Accrual Type (R)Client Accrual Plans (R)Client Deferred Comp (R)Client Manage Teams (R)Client Calendar Rules (R)Client ACA Forms Approval (R)Client ACA Measurement Policies (R)Client ACA Non-Employee Overrides (R)Client ACA Reporting Groups (R)Client ACA Repot Options (R)Client Import ACA Employee Overrides (R) | |
| View Employee Benefits | Review Employee SummaryReview Employee BenefitsReview Employee Group Term LifeReview Employee Live Events | Employee Management Employee Management > Employee Benefits | Employee Summary (R)Employee Benefits (R)Employee Group Term Life (R)Employee Life Events (R) | Benefits |
| View Employee Benefits – ACA | View Employee ACA Measurement periodView Employee ACA Report Overrides | Employee Management > Employee Benefits | Employee ACA Measurement Period (R)Employee ACA Report Overrides (R) | Benefits – ACA |
| View Employee Benefits – Deferred Comp | Review Employee Deferred Comp | Employee Management > Employee Benefits | Employee Benefits (R) | Benefits |
| View Employee Benefits – Leave Accruals | Review Employee Leave AccrualsReview Employee Comp Time Information | Employee Management > Employee Benefits > Accruals Employee Management > Human Resources | Employee Leave Accruals (R)Employee Accrual Balance History (R)Employee Accrual History Updates (R)Employee Comp Time Balance History (R)Employee Assignments (R) | Benefits |
| View Employee Documents | Review Employee Documents | Employee Management > Human Resources | Employee Assignments (R)Employee Documents (R) | HR |
| View Employee Human Resources | Review Employee Company AssetsReview Employee ContactsReview Employee Prior EmploymentReview Employee Corrective ActionsReview Employee OSHA IncidentsReview Employee Certifications, Skills, and Training | Employee Management > Human Resources Employee Management > Human Resources > Performance Employee Management > Human Resources > Regulatory Employee Management > Human Resources > Training and Development | Employee Company Assets (R)Employee Assignments (R)Employee Contacts (R)Employee Prior Employment (R)Employee Awards (R)Employee Occurrences (R)Employee Corrective Actions (R)Employee OSHA Incidents (R)Employee Certifications (R)Employee Education (R)Employee Skills (R)Employee Training (R) | HR |
| View Employee Maintenance | Review Employee General HR Information, including Address, Contact Information, and Self-Service Email AddressReview Employee Clock SettingsReview Employee Employment and Employment Status History InformationReview Employee Labor, Location Labor Distribution, and Labor Percent Distribution ValuesReview Employee Organizations and Organization Supervisor/ManagerReview Employee BenefitsReview Employee Federal Reporting Data | Employee Management Employee Management > Employee Maintenance Employee Management > Employee Benefits Employee Management > Human Resources Employee Management > Human Resources > Regulatory | Employee Summary (R)Employee General Maintenance (R)Employee W2 Override Address (R)Employee Clock Settings (R)Employee Employment (R)Employee Employment Status History (R)Employee Jobs (R)Employee Labor (R)Employee Labor Location Distribution (R)Employee Labor Percent Distribution (R)Employee Organizations (R)Employee Organization Supervisor/Manager (R)Employee Misc Fields (R)Employee Misc Data Sets (R)Employee Benefits (R)Employee Assignments (R)Employee Federal Reporting Data (R) | HR, Payroll, Benefits |
| View Employee Notes | Review Employee Notes | Employee Management > Human Resources | Employee Assignments (R)Employee Notes (R) | HR |
| View Employee Pay | Review Employee Salary and Alternate Pay RatesReview Employee Tax InformationReview Employee Earnings, Deductions, and GarnishmentsReview Employee Direct Deposit Information | Employee Management > Employee Pay | Employee Salary (R)Employee Alternate Pay Rates (R)Employee Tax Information (R)Employee Earnings (R)Employee Deductions (R)Employee Garnishments (R)Employee Memo Calculations (R)Employee Direct Deposit (R) | HR, Payroll |
| View Employee Payroll Accumulations | Review Employee Payroll Accumulators | Employee Management > Employee Pay | Employee Payroll Accumulations (R) | Payroll |
| View Employee Performance Reviews | Schedule Employee Performance ReviewsReview Historical Employee Performance Reviews | Employee Management > Human Resources Employee Management > Human Resources > Performance | Employee Assignments (R)Add Employee Review (R)Schedule Employee Review (R)Employee Review History (R) | HR |
| View Employee Predecessor Wages | Review Employee Predecessor Wages | Employee Admin Tools > Employee Utilities | Employee Predecessor Wages (R) | Payroll |
| View Employee Summary | Review Summary Employee Personal, Employment, Job, Pay, Tax, Managerial Assignment, and Organization Information | Employee Management | Employee Summary (R) | HR, Payroll, Benefits |
| View ESS Benefits | Review Employee Benefits and Benefit Plan Details in Employee Self-ServiceReview Employee Life Events History | Employee Self-Service | Employee Life Events History (R)Employee Benefits Summary (R)Employee Benefit Plan Details (R) | |
| View ESS Benefits- Deferred Comp | Review Employee Deferred Compensation | Employee Self-Service | Employee Benefits Summary (R)Employee Benefit Updates (R)Employee Benefit Plan Details (R) | Benefits |
| View ESS Benefits – Leave Accruals | Review Employee Time CardReview Employee and Admin CalendarsReview Employee Absences and Time Off Balances | Employee Self-Service > Time | Employee Time Card (R)Employee Absences (R)Employee Time Off Balances (R)Employee Calendar (R)Employee Admin Calendar (R) | Benefits |
| View ESS Documents | Review Employee Documents | Employee Self-Service | Employee Documents (R) | HR |