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Jason Velez
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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
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,
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
Enrollment Reports
Published September 28th, 2023 by Jason Velez
If you have multiple enrollments, you can select which enrollment you would like to pull reports for in the Enrollment Period dropdown menu. Each report has a specific set of data it can pull and is available in PDF or Excel format. Below are the most commonly used reports: Approval Status: Check the approval status of employee elections from the en
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] [
Commonly Mapped Bullhorn Fields
Published March 4th, 2024 by Jason Velez
isolved destination field Bullhorn source field Employee Number candidate.id First Name candidate.firstName Last Name candidate.lastName Middle Name candidate.middleName Preferred Name candidate.nickName SSN candidate.ssn Address Line 1 candidate.address.address1 Address Line 2 candidate.address.address2 City candidate.address.cit
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
Pending EOI Requests
Published September 28th, 2023 by Jason Velez
Note: Pending EOI Requests only show up on this tab after the election has been approved on the “Enrollments - Pending Approval” and Next Tab: “Enrollments - In Progress” tabs. The Pending EOI Requests tab is where to process any requested coverage amounts that are above the Guaranteed Issue amount for that plan. For example, an employee elects $
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
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 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
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
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
isolved - Field Mapping Table
Published February 29th, 2024 by Jason Velez
*Required Field for New Hires General Information iSolved Field Comments Legal Code Only need a mapping source if the Company has more than one legal entity *Employee Number Mapped to the Candidate ID in the ATS Is Pending Used to determine if placement record is passed to the Pending Employee screen or directly as an active record in isolved Inclu
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
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
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
Adding a Deduction to an Employee Record (Benefits)
Published October 18th, 2023 by Jason Velez
Navigate to EMPLOYEE MANAGEMENT >> Employee Pay >> Deductions and pull up the employee record you would like to update: Find the deduction you would like to edit and click on the pencil icon: Note: You will not be able to adjust a deduction value if the deduction is tied to a benefit plan and the employee is also enrolled in that plan
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
Enrollments - Pending Approval
Published September 28th, 2023 by Jason Velez
On this screen, you can select a record by clicking on the name to see more details about the employee election. Select "view list" to return to the Pending Approval tab screen with the list of all the other transactions. (You can also approve or reject the benefit election from this screen as well) You can use the dropdown menu to approve or rejec
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
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
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
Enrollments - In Progress
Published September 28th, 2023 by Jason Velez
This tab will show any enrollments that have been started, but not completed. You can use the filter options on the left to select which enrollments and plans you would like to see in progress. The only action you can take on this screen would be to reset and enrollment in progress. You cannot enroll employees into their elected benefits from this s
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
Managed Enrollments
Published September 28th, 2023 by Jason Velez
Note: This step is not required for ongoing enrollments (new hires / life events / ACA hours met). Note: To use this tab, the “Enrollments - Pending Approval” and “Enrollments - In Progress” tabs must be completely cleared out. The Managed Enrollment tab is where to process any elections that are automatically generated by the enrollment. This secti
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.
iSolved update 8.15 and Benefits
Published August 10th, 2022 by Jason Velez
Employee Benefit Plans UX/UI Updates In the 8.15 release of isolved (8/12/2022), 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, the list will be show
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
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
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 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
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 and updating 401k Loan Reference Numbers
Published June 8th, 2023 by Jason Velez
This article will walk you through the steps of updating your 401k Loan Reference Numbers in isolved. This step is required by most 401k providers for setting up a carrier feed. Depending on the provider's requirements a specific loan number may be needed, otherwise, any number will do to satisfy the carrier feed requirements. 1. Navigate to Employe
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
Eligible to Enroll
Published September 28th, 2023 by Jason Velez
This tab generates a list of employees eligible to enroll in any particular enrollment. There is no additional functionality on this tab and is for information purposes only. To preview which employees are eligible for a specific enrollment, select the enrollment and click the filter button (there may be only one enrollment present, but to see the l
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
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