HR, Payroll, Scheduler, and Time
HR, Payroll, Scheduler, and Time
Introduction to Open Enrollment
1:55
Open Enrollment is a period when employees choose their benefit options, ensuring coverage for themselves and their families.
Initiating and Scheduling Performance Reviews
1:45
A performance review makes its way through various states and statuses during the review process. Configuration options ensure that your performance reviews are progressing based on your company’s preferences.
Form W-2
2:27
Form W-2 is a document used in the United States to report an employee's annual wages, benefits, and the taxes that have been withheld from their pay throughout the year.
Performance Competencies
1:57
Competencies describe a behavior that demonstrates sufficient skill, knowledge or experience when performing a job successfully.
Introduction to Life Events for Benefits
1:17
Life Event Enrollment is a special enrollment period outside of a company’s standard open enrollment period.
Review Templates and Profiles
1:22
Administrators use review templates or profiles to create, schedule, and distribute reviews. Templates and profiles are made up of several components, which must be configured individually if used in a review.
Section 125 Overview
3:24
Section 125 plans enable employees to pay for certain benefits, such as health insurance premiums, out-of-pocket medical expenses, and dependent care expenses, using pre-tax dollars.
Benefit Plans and Benefit Types Overview
2:00
Benefit Types define and categorize the types of benefit plans a company configures and provides to their employees. Benefit Plans allow a company to define the details and configuration settings.
COBRA Overview
2:26
COBRA, which stands for the Consolidated Omnibus Budget Reconciliation Act is a U.S. federal law that applies to employers with 20 or more employees.
Payroll Date Logic
2:04
Benefits Enrollment Options
1:46
When referring to benefits and enrollment, there are different terms and types of enrollments to consider.
Introduction to Open Enrollment
Open Enrollment is a period when employees choose their benefit options, ensuring coverage for themselves and their families.
1:55
Initiating and Scheduling Performance Reviews
A performance review makes its way through various states and statuses during the review process. Configuration options ensure that your performance reviews are progressing based on your company’s preferences.
1:45
Form W-2
Form W-2 is a document used in the United States to report an employee's annual wages, benefits, and the taxes that have been withheld from their pay throughout the year.
2:27
Performance Competencies
Competencies describe a behavior that demonstrates sufficient skill, knowledge or experience when performing a job successfully.
1:57
Introduction to Life Events for Benefits
Life Event Enrollment is a special enrollment period outside of a company’s standard open enrollment period.
1:17
Review Templates and Profiles
Administrators use review templates or profiles to create, schedule, and distribute reviews. Templates and profiles are made up of several components, which must be configured individually if used in a review.
1:22
Section 125 Overview
Section 125 plans enable employees to pay for certain benefits, such as health insurance premiums, out-of-pocket medical expenses, and dependent care expenses, using pre-tax dollars.
3:24
Benefit Plans and Benefit Types Overview
Benefit Types define and categorize the types of benefit plans a company configures and provides to their employees. Benefit Plans allow a company to define the details and configuration settings.
2:00
COBRA Overview
COBRA, which stands for the Consolidated Omnibus Budget Reconciliation Act is a U.S. federal law that applies to employers with 20 or more employees.
2:26
Payroll Date Logic
2:04
Benefits Enrollment Options
When referring to benefits and enrollment, there are different terms and types of enrollments to consider.
1:46
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Jobs
A job can have defined attributes or describe a specific role.
1:02
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Earnings Overview
Earnings identify different types of employee compensation for services provided. Earnings can also include specific parameters such as accounting rules, tax laws, and reporting requirements.
2:26
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Deductions Overview
A deduction is a monetary amount subtracted from an employee’s taxable income that reduces the amount paid on a pay statement.
2:49
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Accruals Overview
An accrual policy defines how and when balances associated with accrual codes are credited and debited.
1:57
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General Ledger
A general ledger is a journal containing accounting transactions related to a company’s assets, liabilities, equity, revenue, and expenses.
2:33
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Life Cycle of a Schedule/Scheduling Process
Organizations might follow different processes to build and maintain employee work schedules, depending on their specific business needs.
2:22
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Workers' Compensation Overview
Workers’ compensation codes are used to determine workers’ comp premiums for employees.
2:07
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Timekeeping: Employee Role
Employee access control points (ACPs) allow organizations to provide access to specific Timekeeping features for identified groups of individuals, such as allowing hourly employees to time stamp and to perform transfers.
3:11
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Accrual Policies and Profiles
An accrual policy is a detailed collection of the organization’s benefit policies you want to track. An accrual profile is a group of accrual policies to be assigned to one or more employees.
2:19
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Timekeeping: Manager Roles
Manager access control points (ACPs) allow organizations to provide access to specific Timekeeping features for identified groups of managers, such as viewing Dataviews and performing group edits.
2:29
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Time Off Requests
Employees can submit requests to not work specific days. You can control what types of time they can request (vacation, sick, and so on), how they submit these requests (mobile, clock, and so on), and who needs to approve the requests.
1:52
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Pay Type
Pay codes, also known as earning codes, identify categories in which employees can record their worked and non-worked time.
2:20
