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Katie Cowles
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isolved Employee Termination Import Process
Published February 10th, 2023 by Katie Cowles
The purpose of this article is to review how to terminate employees in isolved using a file import. Log into isolved and navigate to Reporting - Client Reports Filter to "Most" using the Search bar and choose Most Recent Employee Pay Date report Set the parameters and click Generate Report Click Go To My Reports Queue to retrieve the generated repo
Time Off - Approving Request as a Client User
Published September 27th, 2021 by Katie Cowles
When the Employee requests time off, an email will be generated, notifying the Client User of the request. Using the link provided in the "Time off Request" email, the Client User will log into isolved using their Client User credentials. Once logged in, the Client User will go to "Employee Self Service" and navigate to "Admin Calendar", which can b
Remote Worker Classification
Published April 6th, 2023 by Katie Cowles
The purpose of this article is to review the steps to classify employees as Remote Workers and ensure all taxes are updated. Employee Level Action: The classification of Remote Workers is defined as an employee who works from home and is fully remote. Enabling Remote Worker and selecting the employee’s Work Location will base the employee and employ
Adaptive Employee Experience: Updating Tax Elections
Published February 24th, 2022 by Katie Cowles
The purpose of this article is to review and explain how to use the Tax Updates in the Adaptive Experience UI. Navigate to Pay and Tax and Tax Updates. Click the "Start Wizard" button in the left hand portion of the screen and then "Start". Your browser does not support HTML5 video. Click to Zoom The next screen will display options for the Federa
Report Writer Beginners Guide
Published February 24th, 2022 by Katie Cowles
The purpose of this article is to present a brief overview of isolved's Report Writer tool. Links to more comprehensive documentation of Report Writer are listed at the end of this article. Report Writer allows Client Users to create new reports, edit existing reports, and delete reports. The Report Writer walks the user through the tabs of sele
Adaptive Employee Experience: Personal Information Update
Published February 24th, 2022 by Katie Cowles
The purpose of this article is to review and explain how to update Personal Information in the Adaptive Experience UI. Employees may have the ability to update their address, phone numbers and personal contacts when logged into Employee Self Service. In order to update, navigate to Personal and Personal Information to update address, phone numbers a
Time Off - Adding Request as Client User
Published January 4th, 2022 by Katie Cowles
When logged in as a Client Admin, the option to add an Employee Absence is available. This process will automatically approve an absence and add it to the employee record. This process will override any negative leave rules and will not provide a warning if the employee does not have enough leave. To view an employees leave balance, prior to adding
Adaptive Employee Experience: Direct Deposit Updates
Published February 24th, 2022 by Katie Cowles
The purpose of this article is to review and explain how to use the Direct Deposit Updates in the Adaptive Experience UI. Employees may have the ability to add new, update and inactivate their Direct Deposit information within isolved. In order to update, navigate to Pay and Tax and Direct Deposit. The system will display any Direct Deposit informat
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