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iSolved update 8.15 and Benefits
Published August 10th, 2022 by Jason Velez
Employee Benefit Plans UX/UI Updates In the latest release of iSolved going live on August 12, 2022, changes will be made that will affect how the benefits screens work and function. Here are the most important changes being made Previously, you would click on the Benefit to see more details and they would be displayed below: After the release, t
Processing a Regular Payroll with Time Entry Grid
Published October 6th, 2021 by Jason Velez
The purpose of this article is to walk through the steps of processing a payroll with manual time entry. 1. Log in to isolved. 2. Go to Payroll Processing > Payroll Entry > Time Entry Grid 3. Select the correct Pay group at the top of the page. 4. If an employee is Salaried, isolved will automatically pay them unless you block the payment b
Adding a Dental Plan
Published January 21st, 2022 by Jason Velez
When adding a dental plan, there is some required information to set the plan up correctly and to generate accurate deductions. This article will walk you through the steps of providing the necessary information needed to add a dental plan in iSolved. Basic Plan Information Is the dental benefit pre-tax or post-tax? What is the plan name? What compa
Benefit Evaluation Tool: Employee Benefit Eligibility
Published October 21st, 2021 by Jason Velez
1. Log in to iSolved . 2. Navigate to Employee Admin Tools >> Employee Utilities >> Benefit Evaluation. 3. Then, click on the Employee Benefit Eligibility button. 4. From there, you have two options. You can generate a list of existing employees eligible for a plan with no plan election or you can generate a list of new hires eligible
Adding a Life Insurance Plan
Published January 21st, 2022 by Jason Velez
When adding a life plan, there is some required information to set the plan up correctly and to generate accurate deductions. This article will walk you through the steps of providing the necessary information needed to add a life plan in iSolved. 1. Basic Plan Information When adding a life plan, we need some basic information in order to start bui
Requesting a Special Run
Published October 6th, 2021 by Jason Velez
If you need a payroll created that is off schedule, please contact support@employdrive.com with the following information: 1. Legal Company, if you have more than one. 2. Pay Group, if you have more than one. 3. Processing Date. 4. Pay Date. 5. Pay period begin date. 6. Pay period end date.
Adding a Short Term Disability (STD) or Long Term Disability (LTD) Plan
Published January 21st, 2022 by Jason Velez
When adding an STD or an LTD plan, there is some required information to set the plan up correctly and to generate accurate deductions. This article will walk you through the steps of providing the necessary information needed to add a disability plan in iSolved. 1. Basic Plan Information When adding a disability plan, we need some basic information
Create Employee Time Import Spreadsheet
Published October 8th, 2021 by Jason Velez
This article will guide you to create a timecard file for you to import processing your payroll. 1. In iSolved , navigate to Payroll Processing >> Payroll Entry Setup >> Time Entry Options 2. Navigate to the section titled Create Employee Time Import Spreadsheet 3. Select which Time Entry Template to use and any applicable Employee Fi
Adding an Additional Check
Published October 6th, 2021 by Jason Velez
This article will help adding an additional check to a current payroll For any additional checks needed outside of scheduled payrolls, please follow the instructions to Request a Special Run 1. Go to Payroll Processing >> Payroll Entry >> Individual Time Entry. 2. In the black bar click Add New. 3. For Check Type select either Additional
Processing a Special Payroll Run with a Timecard Import
Published October 8th, 2021 by Jason Velez
*Before processing, please be sure the Special Run has been set up by support 1. Prepare your file for upload, it can be either xls or csv. You will be uploading this as an Additional Check so make sure your file has the column header CheckType (for any other formatting issues, please consult the Create Employee Time Import Spreadsheet article) 2
Adding / Removing Employee Life Events
Published March 11th, 2022 by Jason Velez
This article is intended for HR admins and will walk them through the steps of adding a life event to an employee record. These are most commonly used with our clients to trigger an Ongoing Enrollment to then allow employees to log in to their Self-Service Portal to make their benefit elections. 1. Identify Which Life Event Applies There are a numbe
iSolved Benefit Module Quick Reference Guide
Published October 1st, 2021 by Jason Velez
Quick Reference Guide The table below provides guidance for some of the most common functions within the iSolved Benefits Module. This table is provided for reference only; additional detail should be reviewed in the full text of the Benefit Module User Guide. Type of Change Screen/Wizard Location in iSolved Fixing a
Adding a Vision Plan
Published January 21st, 2022 by Jason Velez
When adding a vision plan, there is some required information to set the plan up correctly and to generate accurate deductions. This article will walk you through the steps of providing the necessary information needed to add a vision plan in iSolved. 1. Basic Plan Information When adding a vision plan, we need some basic information in order to sta
Employee Analytics
Published October 8th, 2021 by Jason Velez
The Employee Analytics screen is a great place to view HR data at a glance, conveniently, without having to run a report In iSolved, navigate to Employee Admin Tools >> Employee Analytics. The following areas are the most commonly referenced in the Employee Analytics screen: Employee Birthdays Managerial Assignments Employee Anniversaries Emp
Inactivating a Benefit Plan on an Employee Record
Published September 19th, 2022 by Jason Velez
Since iSolved's 8.15 update release, users are no longer able to adjust the start date and coverage code for benefit plans on the employee record. To adjust an employee benefit record outside of enrollment, you will first need to inactivate the current record before adding a new benefit plan record. This is the recommended workflow, as deleting the
Updating Employee Email Address
Published October 12th, 2021 by Jason Velez
This article will outline the additional step required to update an email address for an employee 1. Log in to iSolved . 2. Locate the employee you would like to update. 3. Click on one of the headers in the Personal Information section. 4. Un-check the Enable Self-Service Access box under the email address and click Save. 5. Update the email addre
Processing a Regular Payroll with a Timecard Import
Published October 8th, 2021 by Jason Velez
1. Prepare your file for upload, it can be either xls or csv (for any other formatting issues, please consult the Create Employee Time Import Spreadsheet article). 2. Log in to iSolved 3. Go to Payroll Processing >> Payroll Entry >> Timecard Import. 4. Select the Import Type, Timecard. *If you need to pay employees any additional check
Data Import Undo
Published October 8th, 2021 by Jason Velez
This article will walk through the steps necessary to undo a Data Import in case the wrong file was uploaded or if edits need to be made to a previously uploaded time card file. 1. Go to Conversion Management >> Data Import Undo. 2. Select the import(s) you want to undo and click Undo Import. 3. A pop up will appear asking, "Are you sure you w
Adding a Medical Plan
Published January 21st, 2022 by Jason Velez
When adding a medical plan, there is some required information to set the plan up correctly and to generate accurate deductions. This article will walk you through the steps of providing the necessary information needed to add a medical plan in iSolved. Basic Plan Information Is the medical benefit pre-tax or post-tax? What is the plan name? What co
Changing an Additional Check to a Manual Check
Published October 6th, 2021 by Jason Velez
This article will assist with changing an Additional Check to a Manual Check. Please be sure to follow the steps in the Adding an Additional Check article before completing the following steps. 1. Click on Preview Check in the black bar. 2. Edit the check date and begin and end dates to match what you need the dates to be. 3. Enter the check number
Adding Dependents & Beneficiaries to Employee Benefit Plans
Published March 8th, 2022 by Jason Velez
Before you can add dependents to benefit plans in iSolved, you first have to create dependent records to add to the plans. Employees can add dependents and beneficiaries during the enrollment process or an administrator can add them manually. This article will walk through the process of adding employee contacts to be used as dependents and then add
Terminating Employees who Participate in Benefits
Published October 4th, 2021 by Jason Velez
When terminating an employee who participates in benefits, there are a few points to remember, especially when the customer uses iSolved COBRA Administration or carrier feeds: When terminating an employee, the system is designed to update the Employee Benefits section for you when using the Termination Wizard. Simply navigate to the General screen
Employee Self Service: Resending Emails
Published October 15th, 2021 by Jason Velez
This article will help walkthrough the process of using the Self-Service Management page to view and resend previous emails sent by the system. 1. Log in to iSolved . 2. Navigate to Employee Admin Tools >> Self-Service Management and navigate to the Resend Emails tab. 3. Use the appropriate filters to select which emails you wish to review t
Adaptive Employee Experience: Time Off Requests
Published September 21st, 2021 by Jason Velez
Upon following the steps in this article you will be able to successfully submit a Time Off Request in the Adaptive Employee Experience. 1) Login to https://employdrive.myisolved.com/cloudservice/ and navigate to Time and Attendance > Time Off. [Mobile View] [Desktop View] 2) Select the box with plus sign to add time off request [Mobile View] [
Adding a Benefit Plan to an Employee Record
Published March 8th, 2022 by Jason Velez
There are a few ways to have benefit plans added to an employee record. There are more automated workflows through Enrollments where employees can elect their benefit plans through their self-service portal. Enrollments can either be set for a specific date range or can be triggered by qualifying life events in iSolved. As your Service Bureau for iS
Open Enrollment Management
Published January 13th, 2022 by Jason Velez
This article is designed to guide a user through the Enrollment Management screen to manage employee eligibility, in-progress enrollments, approving/rejecting submitted benefits, Eligibility of Insurability (EOI) requests, and helpful reports generated from an enrollment. The following content will only apply to enrollments that have been set up and
Troubleshoot: Employee Self Service Login
Published October 5th, 2021 by Jason Velez
Please refer to the steps outlined below to most efficiently assist your employees who are experiencing an error when logging into their iSolved account. Verify the employee is navigating to this URL: https://employdrive.myisolved.com Sometimes employees Google iSolved which takes you to https://www.myisolved.com/ The login page looks very similar
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