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Jack Hauck
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Employee Request Time Off
Published November 24th, 2021 by Jack Hauck
The purpose of this article is to outline how employees may request time off in isolved. This process only applies if your organization uses Absence Policies in isolved. 1. Navigate to the Employee Self-Service > Employee Calendar 2. Select the Request Time Off button 3. Complete the required fields signaled by the * 4.Select Save Saving the t
Managing Client Users & Contact Types
Published March 8th, 2023 by Jack Hauck
The purpose of this article is to assist with managing isolved Client Users (administrators) and Company Contacts. At a minimum, Employdrive recommends auditing your client user accounts on a quarterly basis. To do so follow these quick steps: 1. Navigate to your Reporting > Client Reports screen in isolved and generate the Client User Detail Re
New Job Titles
Published October 27th, 2021 by Jack Hauck
After reading this article you will be able to create new job titles and assign them to your employees. Begin by following the steps below: 1. Navigate to the Client Management > Job > Jobs screen in iSolved. 2. Click "Add New". 3. Enter information for Job Code (this is the only required field) and all other desired fields. 4. Hit Save.
Updating Accrual Plan Balances
Published November 11th, 2021 by Jack Hauck
The purpose of this document is to show a client user how to change an employee's accrued hours for any tracked plan in isolved. Updated balances will still be subject to all pre-defined plan limits in place. 1. Navigate to Employee Management > Employee Benefits > Accruals > Accrual History Updates 2. Select the accrual plan you wish to u
Approving & Committing Expenses - Client User
Published November 16th, 2023 by Jack Hauck
The purpose of this article is to assist client user (admins) with approving and paying out expenses submitted by their staff. Approving Expenses 1.Log into your admin account by going to https://employdrive.myisolved.com . 2. Navigate to Client Management > Expense Management > Expense Dashboard. 3. On the dashboard select the
Adaptive Employee Experience: Accessing Year-End Forms
Published January 26th, 2024 by Jack Hauck
1 Login to your account at https://employdrive.myisolved.com/cloudservice/home 2. Select “Pay & Tax” from the left hand navigation bar. 3. Select “Year-end Tax Forms” in the subfolder. 4. Click “W-2” or “1099” to download your form.
Share & Perform: Accessing Reviews
Published October 27th, 2023 by Jack Hauck
Upon reading this article you will be able to successfully navigate to and complete your Performance Review in the Share and Perform platform. 1.Login to your self-service account here: https://employdrive.myisolved.com/cloudservice/home. 2. Select “Share and Perform” from the Talent Management tile. 3. Click on the “Actions” tab to navigate to your
Adaptive Employee Experience: Reviewing Time Off as Manager/Supervisor
Published April 4th, 2022 by Jack Hauck
The purpose of this article is to provide a step by step process for managers and supervisors to approve or deny the time off requests made by their direct reports. As a best practice recommendation, all time off requests should be approved or denied prior to processing a payroll. 1. Log in to https://employdrive.myisolved.com/cloudservice/ 2. Use t
Assigning a SOC code
Published December 15th, 2022 by Jack Hauck
This guide will assist in meeting tax filing requirements for states that mandate a SOC code be reported with each employee. The below link will assist in selecting the correct classification for your employees: Bureau of Labor - SOC codes Once a code has been determined you can add this information to the employee's profile using the steps below: 1
Update Social Security Number
Published October 6th, 2021 by Jack Hauck
1. In the event an employee's SSN was entered incorrectly you will need to navigate to the Employee Management > Employee Maintenance > General screen in iSolved. 2. Select "SSN" from the drop down list in ID Type field (1). 3.Once a type is selected the Update SSN field will unlock. Enter new value in this field (2). 4.Click Save (3) for chan
Employee Self Service (ESS) Activation - Classic ESS
Published February 24th, 2022 by Jack Hauck
The purpose of this article is to walk through the Employee Self Service (ESS) Activation process for the classic version of isolved. Initial Email Your employer will initiate a system-generated email to you upon the activation. This email is from a no-reply email address. You must click on the link provided in the email. Your email address is your
Submitting Expenses
Published November 8th, 2023 by Jack Hauck
This article will assist employees with submitting expenses for approval through their self-service account. 1. Log into your self-service account by going to https://employdrive.myisolved.com/cloudservice. 2. Navigate to the expenses tile and select “My Expenses”. 3. Once in the Expenses module select “+ Details” to go to the expense submission s
New Hire Onboarding
Published July 24th, 2023 by Jack Hauck
The purpose of this article is to provide a high level overview of launching a new hire's onboarding portal in isolved all the way through activating their employee profile. Initiate Onboarding 1 Navigate to the Employee Admin Tools >> Employee Administration >> Pending Employees screen within isolved. 2. Select the “Initiate Onboar
Approving an Expense - Manager/Supervisor
Published November 16th, 2023 by Jack Hauck
This article will instruct managers and supervisors how to review and approve expenses submitted by their direct reports. 1.Log into your self-service account by going to https://employdrive.myisolved.com/cloudservice . 2. Navigate to the Expenses tile and select “Tasks”. 3. Click "View" to expand the transaction and show the details of th
Paying A Deceased Employee (Beneficiary/Estate)
Published March 19th, 2024 by Jack Hauck
Purpose Guidance to pay final wages to the beneficiary or estate of a deceased employee. Wages When handling a deceased employee's wages, following the procedures used for terminating an employee may be helpful. Note that laws regarding this issue vary by state. The isolved University includes the Vertex Guide for Federal and State Withholding for
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