How do I show an employee has left the company?
To mark an employee as having left the company, proceed to Employees and then click on the edit button of the employee who has left/ is leaving. You will now be on the Employee View screen with a number of different options, please click on Employee Service. You will be required to enter the date of the employees last day and the reason for them leaving.
How do I add an employee or employees?
There are two ways you can add employees. First if you go to Employees you will see an Add button located on the right hand side. This will allow you to add an employee. To do a bulk upload of employees, proceed to Settings > Employees > Employee Bulk Import. You will be able to download the template file. Once completed select the pay period the employees must be added to and upload the completed template file.
To edit an employee pay period, proceed to Employees and then click on the edit button of the employee you would like to edit. You will now be on the Employee View screen with a number of different options, please click on Basic Info. You can then edit the employeeÕs pay period and other information about the employee.
How do I reinstate an employee?
To reinstate an employee you have already terminated for whatever reason, you will need to go to Employees and then filter and select deactivated employees and hit filter if you have deactivated the employee. If not then please find the employee you would like to reinstate from the active employee list and then click on the edit button. On the Employee View screen please select Reinstate or Cancel Termination.
How do I activate the Employee Portal for an employee?
Once you have added a new employee, proceed to Employees and then click on the edit button next to the employee. On the Employee View screen go to Basic Info which is the first option. Please scroll down the page and you will see a toggle called Self Service Enabled. Select the toggle and then click on Save at the bottom of the page.
Can I move an employee from one pay period to another?
Yes you can and this can be done by going to the Employee list and then clicking on the edit button for the employee. You will then be on the Employee View screen and you will need to proceed to Basic Info which is the first option. Select the Pay Period drop-down and select the new pay period that the employee should be added to.