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Sean Harrington
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Activating your API Handshake User
Published April 13th, 2023 by Sean Harrington
Your access to API Handshake will be initiated by a welcome email coming from info@apihandshake.com Click on the "Accept Invitation" link to begin. You will then be taken to a page to create your Password. Make sure to choose a Password that is rated as Strong or Very Strong. Once you select "Set my password", you will be directed to a new page.
Updating tax elections in isolved
Published July 6th, 2021 by Sean Harrington
The purpose of this article is to review and explain how to use the Tax Updates Wizard. Navigate to Employee Self Service > Tax Updates Wizard Click the "Start" button in the right hand portion of the screen The next screen will display options for the Federal W4, as well as any states that you might report wages in based on where you live and w
Open Enrollment Participant Process
Published August 12th, 2021 by Sean Harrington
To begin the enrollment process, log in to your payroll account at https://employdrive.myisolved.com/ and click on "Benefit Enrollment." 1. Enrollment Information 1a. Welcome You will begin the enrollment process on the welcome screen. This screen show you the dates that you are eligible to enroll in benefits as well as any messages, documents, and
Managing Measurement Policies in isolved
Published February 2nd, 2023 by Sean Harrington
The purpose of this article is to explain how isolved tracks ACA reporting for clients with Measurement Policies in place. This article will also outline ways that a client can become aware of employees with ACA changes. Important Note: Measurement Policies require configuration from the Employdrive teams, so clients should not assume that a Meas
Open Enrollment Participant Process - Adaptive
Published August 2nd, 2021 by Sean Harrington
The following steps outline how to complete your Benefits Enrollment using the isolved adaptive view on a mobile device. For participants using the isolved standard view, please follow the steps outlined in the Open Enrollment Participant Process Article . Beginning your Benefits Enrollment : To begin the Enrollment Process, log in to your isolved a
Open Enrollment Messaging
Published August 12th, 2021 by Sean Harrington
Open enrollments support two types of messaging: a welcome message and email alerts. Please help us answer these questions to get open enrollment messaging set up. Welcome Message A welcome message is an optional feature that displays information to the user in iSolved when participating in an open enrollment. If you would like to add a welcome mess
Managerial Assignments
Published September 1st, 2021 by Sean Harrington
In our last 7.14 release we added a Managerial Assignments analytics screen for Employees, Supervisors, Managers, and Job assignments. With our 7.15 Release we have added a new tab titled “Organizational Assignments” located to the right of Job Assignments at the top navigation bar. This tab will display active and inactive employees who are categor
Local Tax Setup Guide
Published July 20th, 2022 by Sean Harrington
The purpose of this document is to provide guidance to client users regarding tax compliance with local taxing authorities. With over 7000 taxing authorities nationwide, tax setup can be one most difficult parts of onboarding. It is also one of the worst items to get wrong. We’ve created this guide to help you understand the proper setup for you
Employdrive Glossary
Published January 17th, 2021 by Sean Harrington
This is a auto-generated Article of all your definitions within the glossary. Glossary This is a auto-generated Article of all your definitions within the glossary. All
Managing Individual Records
Published April 20th, 2023 by Sean Harrington
This article provides an overview of the functionality on an individual record in API Handshake. Tab Management Once you land on the record that has never been sent to isolved before, you should see 4 tabs on the left side of the screen: "Overview" - this is a read only view of the mapped data for the record you are focusing on. This is an easy way
Exporting Payroll in Novo
Published September 15th, 2021 by Sean Harrington
Navigate to the Payables tab and then the Payroll sub tab. Next, choose the Payroll cycle and the week in the calendar that contains the end of pay period. In the List view on the right, choose the Filter option in the Status column. Select the “In Progress (Ready)” box and click Filter The List view will now display only the Payroll records with a
EEO-1 Reporting
Published June 21st, 2021 by Sean Harrington
isolved offers a built-in EEO-1 Report. In order for the EEO-1 Report to populate correctly in isolved, there are several components to configure and maintain throughout the year. Those components include: Jobs Gender Ethnic Origin Job set up in isolved Each person reported on the EEO-1 report should be assigned a Job in isolved. The set up of th
Handling Multiple Open Enrollments
Published December 16th, 2021 by Sean Harrington
There may be situations where an employee has two Benefit Enrollment windows open at the same time. For example, someone hired right before Open Enrolment might need to complete their New Hire Enrollment as well as Open Enrollment, since the Benefit start dates could differ. isolved can support this scenario both on a desktop view and the mobile vi
Employee Summary and Employee Profile Screen
Published September 1st, 2021 by Sean Harrington
Several enhancements have been made to both our Employee Summary and Employee Profile Screens that we believe users will find exciting and helpful. In the interest of privacy and in accordance with federal law, we are removing the EEO information from the summary. Along with this change, we have implemented some additional fields to the employee pro
ACA Code Cheat Sheet for 2022 Reporting
Published January 8th, 2022 by Sean Harrington
2022 ACA Cheat Sheet of Codes.pdf
Hiring from the Pending Employees Dashboard
Published February 14th, 2021 by Sean Harrington
New hires that are pulled in from the API will land on the Pending Employees Dashboard in isolved. This can be found under: Employee Admin Tools -> Employee Administration -> Pending Employees Once you select the Dashboard, a list of your New Hires will appear in the main screen to the right. To begin the hiring process, click on the three d
Benefit Evaluation Utility
Published September 1st, 2021 by Sean Harrington
Our 7.15 release has an exciting new evaluation that helps identify employee profiles that are missing important details from our predefined categories such as birth date, social security number, gender, and address. When selecting the “Data Requirements” category on the far left of the new user interface, two radio button sub-category options will
COVID-19 Resource Sites
Published May 20th, 2021 by Sean Harrington
Employee Retention Credit Program New employer Tax Credits IRS Employee Retention Credit Site IRS FAQs US Chamber ERC Resources
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