New Client/Admin Training for Time and Attendance Clients

This training will cover:
- The four steps to successful payroll processing: “Payroll Entry,” “Preview Payroll,” “Audit Reports,” and “Process Payroll”
- Common management tasks: hiring new employees, terminating employees, adding/changing direct deposit, updating employee information, changing employee pay and more

New Client/Admin Training for Non-Time and Attendance Clients

This training will cover:
- The four steps to successful payroll processing: “Payroll Entry,” “Preview Payroll,” “Audit Reports,” and “Process Payroll”
- Common management tasks: hiring new employees, terminating employees, adding/changing direct deposit, updating employee information, changing employee pay and more

Coming Soon

New Manager/Supervisor Training 

This training will cover:
-  Timecard Overview
- Editing and Verification 
- My Dashboard
- Approving or Rejecting Time Off Requests
- Creating Absences 
- Performance Reviews 

Share & Perform: Cycles - Building the Foundations of a Performance Review

In this training, we will cover:
• Normal vs. Dynamic Cycles
• Configurations
• Cycle Timeline
• Rating Scales
• Questionnaires
• Org. Dashboard

Share & Perform: Templates 

In this training, we will cover:
• Creating Templates
• Assigning Templates
• Monitoring Progress

Share & Perform: Goals

In this training, we will cover:
• Organizational Goals
• Team/Department Goals, and Individual Goals
• Creating and Assigning Goals -Reporting

Share & Perform Surveys 

In this training, we will cover:
• Creating and Assigning Surveys
• Completing a Survey
• Reports

Share & Perform: 360 Reviews

In this training we'll cover:

• Basic vs. Advanced Cycles

Coming Soon

Payroll Processing

This training will walk you through the four steps to successful payroll processing:

• Payroll Entry
• Preview Payroll
• Audit Reports
• Process Payroll
• Timecard Edits

Reporting

Learn the basics of reporting within iSolved. We will cover:

• Report Archive
• Quarterly and Year End Reports
• Custom Report Writer

Coming Soon

Onboarding/Offboarding

In this training we’ll cover:

• Initiating new hire onboarding through to completion
• Reboarding process with rehired employees
• Offboarding and all steps are taken for resignation or termination of employee

Adaptive Employee Experience

In this training we'll cover:

• Navigating the new user interface from the employee, manager, and supervisor points-of-view. 
  
  
• How to access, read, and upload documents, pay history, and year-end forms. 
  
  
• Accessing and editing Employee Contacts, Direct Deposit information, and Federal Reporting information. 
  
  
• Updating tax and benefits information using the Tax Wizard and Benefits Wizard.

Coming Soon

Managing Employee Self Service

This training will we’ll cover:

•  "View only" screens for your employees
• Name/Address Documents
• Pay History W2/ACA/1099 Forms
• Training Employee
• Contacts
• Direct Deposit
• Tax Update
• Wizard Benefit Updates

Coming Soon

Performance Reviews

In this training we’ll cover:

• Performance reviews and how to best use them for the greatest impact
• How our system can accommodate your company’s own employee rating systems and review topics
• How to create, assign, and complete performance reviews in the system

Managing Supervisory and Managerial Roles and Tasks

In this training, we’ll cover:

• How to assign managers and/or supervisors to individual employees and/or departments
• Managing the managers using Employee Admin Tools
• Reviewing tasks that can be assigned to managers
• Performance Reviews
• Time off requests
• Time Card Verification

Coming Soon

Timecard Management: Rules & Reports

In this training, we’ll cover:

• Creating rules to govern employee, manager, and supervisor timecards
• Setting up alerts for occurrence tracking
• Managing the "My Dashboard" in Employee Self-Service
• Generating and viewing reports connected to timecards

Coming Soon

Leave Accruals, Employee Absences, & Time Off Requests

• How to see a full review of Leave Accruals including how to override the rate, balance limit, or carryover limit
• Time-Off requests and how employees can do this through ESS
• How to update employee balances on the Accrual History Update screen

I-9: Managing the Process

In this training, we’ll cover:

• Assigning I-9 through onboarding
• Managing the I-9 dashboard
• How to electronically update the Form I-9 information through Employee Self Service
• Accessing the Form I-9 for individual employees and Reporting

Bonus & Additional Checks

In this training, we’ll cover:

• Creating an additional check for bonuses
• A review of the three types of additional checks: regular, gross up and no deductions
• Using the additional check entry grid, individual time entry and imports for creating bonus and additional checks

Coming Soon