New Client Portal Training

1. Accessing Reports after Payroll

1.1. How to run ad-hoc reports

1.2. How to access existing reports generated after each payroll run

1.3. Data Retriever

2. Electronic PTO Request and Approval

2.1. How employees request time off

2.2. How managers view and approve time off

2.3. How to accept approved requests on the time sheet before payroll

2.4. Accessing the PTO Approval Report

3. PTO Plan Tracking

3.1. Understanding how system accrues time per pay period/anniversary rate increases

3.2. Options for seeing PTO balances - ESS Portal, Pay Stubs, Reports, and EE PTO Register/Inquiry Screens

3.3. Accessing the PTO Detail Report and PTO Taken Reports

4. ESS Portal

4.1. Spanish translation available

4.2. Employees have access to documents and third party provider websites directly

4.3. Employees can request time off electronically

4.4. Employees can view benefits and dependent/beneficiary information

4.5. Customization of widgets available for company-wide messages from Employer/HCC

4.6. Employees can change their own address/tax forms/contact information/emergency contact information/direct deposit

4.7. Employees can access onboarding and electronic benefit enrollment for new hires and for open enrollment period

4.8. Employees can reprint check stubs, W-2's and 1095-C forms (If applicable)

4.9. Site is fully responsive - works on smart phones and tablets in addition to laptops and computers

5. Electronic New Hire Entry, Onboarding and Benefit Enrollment

5.1. I-9 Section II Approval

5.2. Entering a new hire in the New Hire screen

5.3. Submitting requests to set up new departments/divisions/locations/positions

6. Payroll Entry and Approval

6.1. How to enter time into timesheet/import from time clock

6.2. How to Approve Payroll

7. Using support@hcchr.com for their benefit

7.1. Email submissions create work tickets with appropriate escalations to HCC team

7.2. Help us track where they may need more training as a team or as manager users with use of Business Intelligence (BI) reporting

7.3. Help us see where we can better serve them with BI reporting