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Sean

Sean Harrington

sharrington@employdrive.com

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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

4496 Views 1 min

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

708 Views 1 min

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.  

954 Views 1 min

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

1147 Views 1 min

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

883 Views 1 min

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

2264 Views 1 min

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

1019 Views 1 min

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

747 Views 1 min

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

1090 Views 1 min

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

9043 Views 2 min

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

9958 Views 2 min

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

934 Views 1 min

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

1657 Views 1 min

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

935 Views 1 min

ACA Code Cheat Sheet for 2022 Reporting

Published January 8th, 2022 by Sean Harrington

2022 ACA Cheat Sheet of Codes.pdf

1600 Views 1 min

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

992 Views 1 min

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

1772 Views 1 min

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

722 Views 1 min
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