Advanced HR

Advanced HR 2.0 provides the ability for employees to make changes to their W-4 Form (Employee’s Withholding Allowance Certificate). Once complete, the system will send the employee’s W-4 Form change request to the designated Manager/Admin for approval. Once the request has been approved by the...

Review types are the names or categories given to different kinds of reviews for a company to use in the performance review process. For example: An annual review A 90 day review   Each review type might have a different reviewer, template/document, or timeline associated with it....

The Compensation screen displays the employee’s primary rate or salary amount. You can view all of the employee’s current and historical compensation (pay rate) changes. In Advanced HR, you don’t change a pay rate, you add a new primary pay rate. New pay rates will have...

When an existing terminated employee is being rehired, you can update the employee’s status from Terminated to Active using the Rehire process in Advanced HR 2.0. Rehiring an Employee (High Level Steps)   Navigate to HR Admin – Employee Maintenance – Employment Detail. Select the Company. Select the Employee. The Effective...

Users with the proper security access can perform the Terminate Employee process. Only Base Admin users have the permissions to terminate an employee. You can only terminate an Active status employee: 1. Navigate to HR Admin – Employee Actions – Terminate Employee. 2. The system displays the Termination Process...

Self-Service Setup allows for multiple employees to be given access to Employee Self-Service at the same time. This will create users for all selected employees and attach each user to the Employee Record. Navigate to HR Admin – Employee Actions – Self Service Setup. The...

To start Onboarding, the first place you go to is Onboard Prep to begin the onboarding process and get the new hire’s preliminary information into the system. Onboarding Prep (sometimes also referred to as Self-Service Onboarding) is the process by which an Admin will start and the new hire will...

An already existing employee can be quickly added as a user to the system with the Quick Add User feature: Navigate to HR – Admin – Employee Maintenance – Employee Summary. On the Employee Summary dashboard, click on the employee’s name. Scroll down to the User section. Click the Quick Add User button. On...

Administrators can add a new hire manually by following these steps. This is a two-step process: Create a new hire (make them an employee of a company), and add them as a user to the system. Both steps can be done together or separately: Navigate...