Summary Tab

Primary Reports To

The manager of the employee, defined in the 'Reports To' field for the employee's primary job.

Employment / Jobs

Status

Payroll status of the employee.

Employment / Employment Info

Hire Date

Hire date of the employee.

Employment / Employment Info

Work Email

Work-provided email address for the employee.

Employment / Employment Info

Work Phone

Work-provided phone number for the employee.

Employment / Employment Info

Employment Type

Full-time or part-time employment type of the employee.

Employment / Employment Info

Personal Email

The employee's personal email address.

Basic Info / Contact Info

Personal Phone

The employee's personal phone number.

Basic Info / Contact Info

Legal Entity

Legal entity associated with the payroll company that the employee is being onboarded to.

Onboarding Status

Status of the onboarding:

Invitation Sent - The onboarding invitation was sent to the employee and has not been activated yet. The date that the invitation was sent is displayed.

In Progress - The employee has clicked the link within the onboarding invite, but has not completed all onboarding tasks.

Needs Attention - The employee has declined to consent to e-signature, and required forms must be completed on their Employee Record.

Complete - The employee has completed all onboarding tasks.

Action Buttons

The action button displayed is dependent on the employee's onboarding status:

Invitation Sent, In Progress, or Needs Attention:

• Resend Link - Click to resend the onboarding invite to the employee.

Completed:

• Dismiss - Click to remove the Onboarding section from the Summary tab.

About You

Indicates if the employee confirmed and completed the following:

Identification

• SSN

• Birthday

• Pronouns (Optional)

Legal Name

• Legal First Name

• Legal Middle Name

• Legal Last Name

• Indication of a Preferred Name

Demographic

• Race

• Ethnicity

• Gender

Contact

• Email

• Phone Number

• Preferred Contact Method

Address

• Street Address

• Apartment

• City

• State

• Zip Code

Emergency Contact Info

• Contact First Name

• Contact Last Name

• Relation

• Email

• Phone Number

Documents

Indicates if the employee has reviewed and electronically signed onboarding paperwork, including their W4.

Displayed as the number of documents required to be signed and the number of documents already signed.

Get Paid

Indicates if the employee has made their pay frequency and payment method elections.

Approve

Click to approve the selected change requests. This button is disabled if no change requests are selected.

Smart Grid Controls

- Save/edit table views.
- Filter column information.

Learn more about working with Smart Grids here.

By default, 'Approved' change requests are filtered out. To view change requests with an 'Approved' status, adjust the filter for the 'Status' column to include 'Approved'.

Select Checkbox

Click to select the associated change request.

Changes

Fields that are being changed. Click to view the details of the change request.

Status

Status of the change request:

• Pending

• Approved

• Denied

• Conflict

Submitted On

Date the change request was submitted.

Submitted By

The user who generated the change request by editing the Employee Record.

Current Approver

Current user assigned to review and approve the change request.

Action Buttons

Click 'Approve' to approve the change request and apply it to the Employee Record; click 'Deny' to reject the change request.

These buttons are disabled for all users except users within the Workflow.

Trashcan 

Click to delete a pending change request.

Once a change request has been approved or denied, it can no longer be deleted, and this button will be disabled.

It is recommended to always 'Deny' change requests instead of deleting them. Denying a change request will still maintain an audit trail for that change request, but deleting a change request will remove it from the system entirely.