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Employee Self Service Portal Instructions

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Presentation on theme: "Employee Self Service Portal Instructions"— Presentation transcript:

1 Employee Self Service Portal Instructions
Employee Use Copyright © 2012 Infinisource, Inc.

2 Enrollment Employees will receive a no-reply from Infinisolved Payroll to activate their account. They will have 72 hours to perform the activation, or the link will expire. Click the link to authenticate the user access. Make note of the following elements, they will be needed on the next screen: Authorization Code/Pin User name Client Code High level overall view of payroll implementation process.

3 New User Account Setup Screen
Complete the New User Account Setup screen. User Name: Will auto populate Client Code: Will auto populate Authorization Code/Pin: Last four digits of SSN New Password: Create using criteria Confirm New Password: Re-enter password Challenge Question: Create your own Challenge Answer: Create your own Confirm Answer: Re-enter answer This process mimics the Sales Implementation Check Sheet.

4 Accessing the Employee Portal
Confirmation of activation screen will appear if authentication is successful. Click the Login button. Login screen will appear. Enter user access elements and click Login button. The Introduction Call should be very brief, it’s purpose is to make introductions of Implementation team members to the client, and to briefly discuss missing elements, timelines, and next steps. Introduction calls for 1 service should last less than 30minutes, combined calls with other services should take less than an hour.

5 Reset User Password User name = Employee e-mail address
To reset the password, click on Forgot your password? Enter the User name and click Next. Answer the user unique security question, create a new password and click Next.

6 Employee Portal Navigation
Employee Welcome Page The employer can populate this screen with informational messages to employees. Employee Menu Navigate between available elements by clicking on the menu item on the left side of the screen. Employee Information Basic employee details display at the top of the screen. Display Area Details of menu item will be displayed in the center of the screen.

7 Accessing Pay Stubs Click the Pay History menu item
Choose the Check Date to view. To print a pay stub, click the View/Print Pay Stub button. Pay stub will generate in a PDF file and can be saved or printed. Pay Stub details display in the center of the screen.

8 W-2 and Direct Deposit Employees can view year end W-2 or 1099 forms online. These are not available until January of the following year. Employees can view their established Direct Deposit account information.

9 Logout Home – click Home to return to the Employee Welcome screen
Logout – click Logout to exit the Employee Self Service Portal

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