FAQs

• How to- One-time Equifax Report Setup for Enrolled Clients
• TLM Profiles At A Glance
• HR Profiles At A Glance
• ACA Employee Information Fields
• General Ledger Troubleshooting Quick Guide
• Hiring Manager Security Setup
• How to Setup Managed Cost Centers (TLM)
• Pay Calc 2 Configuration Quick Guide
• Year End: 2% Shareholder Insurance
• Year End: Group Term Life
• Bonus Payments: Key Questions to Ask
• Payroll Imports
• Year End: Auto Allowance
• Meals
• Year End: Moving Expenses (Qualified & Non-Qualified)
• Year End: Non-statutory Stock Options
• Year End: Third Party Sick Pay
• Check Dates 101
• Age-Banded Benefit Plans: Questions for Clients
• Setting up SFTP Delivery for a Data Export
• Multiple State Tax Jurisdiction Setup
• How To - Configure Charts and Graphs in the New Desktop UI
• Lockout Reason Codes
• FAQ -- Coverage Types for Benefit Plans
• FAQ - Work Comp Codes in Jobs
• FAQ -- Commonly Used Benefit Equation Functions
• WFR FAQ -- Use Salary At
• FAQ -- Use Age As Of
• How To - Add Succession Planning Profiles and Default Metrics
• How To - Configure Courses/Certifications
• How To - Configure Degrees
• How To - Configure Vehicles
• How To - Add a Succession Planning Profile to an Employee
• How To - Add an EIN for HR
• How To - Configure Asset Types
• How To - Configure Assets (Property)
• How to -- Configure COBRA Plans
• How To - Configure Incident Types
• How To - Configure Training Profiles
• How To - Enable and Configure New easyBackgrounds
• How To -- Add ESS Self Service Messages in Benefit Profiles
• How To -- Configure Benefit Profiles
• How To -- Add Plans to the Benefit Profile
• How To -- Configure Benefit Plans
• How To -- Configure Benefit Plans with Proration of Premiums
• How To -- Configure Benefit Waived Reasons
• How To -- Configure Increase/Decrease Benefit Premiums Based on Specific Criteria
• How To -- Configure Job Change Reason Codes
• How To -- Configure Life Change Event Types
• How To -- Set Up Benefit Profile Settings
• How To -- Set Up HR Settings Tab (Global Settings)
• How To -- Set Up the Jobs Widget
• How To -- Configure Education Levels
• How To -- Configure Incident Workflows
• How To - Configure Competencies and Core Values
• How to - Configure Performance Review Workflows
• How To --Configure Hiring Stages
• How To -- Configure Applicant Communication Templates
• How To -- Configure Applicant Groups
• How To -- Configure Job Application Statuses
• How To -- Enable eQuest in Job Requisitions
• Internal Demo of Advanced Scheduler
• Recap and Funding Report - Final Amounts for Guaranteed Funds to Wire
• Applicant Tracking UI Conversion
• Advanced Scheduler Training Video (Internal)
• Guide for Clients: All To-Do Item Report
• Account Locked Reason Codes
• All HR Action Requests
• PC2 Minimum Wage Calculations as compared to Piecework or Amounts (Tips)
• Smart Dates in Reports
• Seattle Commuter Benefits Ordinance Info
• WA State SharedWork Program Information
• Common Issues With New UI
• Setting up Mobile App Punching and Geofencing
• Signature Settings
• New TLM Features Setup (Timesheets/TOR)
• Guide for Downloading the Mobile App HCMToGo
• Common Issues with Time Workflows
• Payroll Only Process Quick Reference and Guide
• New Dashboards Key Components and Configuration
• Timesheet New Views Resources
• Employee Profile New Views
• Payroll And Time Prep Process New View
• Getting Started with Ready Connect - Assigning Role Profiles
• ACA Timeline Data Cleanup
• Advanced Scheduler Related Security Settings
• Highlight Missed or Missing Punches on the Start/End Type Timesheet
• Minimum Wage Makeup Earning Code
• Year End: How to Consent for Online Delivery of W2/1099/1095-C
• Enabling Manager Replacement to Reassign Time Related To Do Items to New Manager
• Pay Statement Types Overview
• Payroll Type Descriptions
• Adding Washington Long Term Care Tax to a Company
• Washington Long Term Care - Exempting Employees with Valid Waivers
• Loss Reasons-Who Files QE YE
• ACH Credit Limit Process
• Oregon Tax: Metro Supportive Housing Tax
• Salaried Base Comp Calculation
• Oregon College Savings Plan
• Corrected - Update on Washington Long Term Care Tax (Includes Original Email)
• ACA System Access and Contact Changes
• Common Errors when Executing Accruals
• Accruals - Rolling Back vs Zeroing Out
• Applicant Preboarding Process
• Recruitment: Indeed Integration Setup and Sponsorship
• Enabling Google/Microsoft TOTP for Two-Factor Authentication for Clients
• 1099 State Tax Setup
• Unmask Social Security Numbers Security Profile Settings
• Adding Tax Codes with Missing Account Information (03/26/2024)
• Communication Template: Add Locations (Labor Law Poster Compliance)
• Communication Template: Update / Confirm Contact Info (Labor Law Poster Compliance)
• Communication Template: ePoster Service for Remote Staff
• Communication Template: Order More Posters (Labor Law Poster Compliance)
• Labor Law Poster Compliance Product / Portal Training
• HR Core Configuration Guides from ReadyConnect
• Client Communication: Free Labor Law Poster with New Update Service
• Communication Template: Combo Add Extra Posters OR Locations (Labor Law Poster Compliance)
• Communication Template: Returned Order (Labor Law Poster Compliance)
• Communication Template: ePoster Service for Remote Implementation Email
• Client Communication: Free Labor Law Poster with New Update Service
• Unmask Direct Deposits Security Profile Settings
• CRB Client Tier 1,Tier 2, and CBD Tier 3 Setup Requirements
• Cannabis Client Expectations
• Complete Your Enrollment: Labor Law Poster w/ e-updates
• API Reference Guide
• ATS Applicant Login Guide
• Lock Account Reason Codes List
• Off Cycle Payroll Request Process
• TeamText Broadcast Messaging Setup w/ SMS
• Service POD Process
• Time Off Team Views Security Settings
• CSR/HCM Contact List
• WA L&I Rate Updates
• Setting up Delivery Settings in UKG
• Middleware Installation instructions - Printer
• 401k Match Not Working
• Manual Checks
• IRS Sites Regarding Compensation Limits for 401k
• Following up on After Hours Calls Process and Schedule
• Client Exit Process
• Extra Fields - Adding Effective Dates
• CSS Request Process
• Tax Deposit Semi-Weekly Schedule and $100,000 Wire Requirements
• R84 - December 2022 - Security Profile Updates
• CRB Client Bank Account Change Process
• W2 (Quarter End) Delivery Instructions
• Bank and Finance Settings (12/2022)
• Bank Change Checklist and Instructions - INTERNAL USE ONLY (12/2022)
• UPS Shipping Charges
• Updating New UI Dashboards Job Aid
• Important Dates (Updated for Q2 2023)
• OBC vs. Direct Checks
• ePoster Service PayNW Implementation Process
• TeamText - Broadcast Messaging Service Added (SMS)
• New Hire Reporting: How It Works
• Product Team Help and Team Support Tickets (UKG/Kronos Support Cases and Enhancement Requests)
• Scheduler Guides
• Client Exceptions/Work Arounds
• Service/Product Differences Across UKG Platforms
• ACA-Updating the Affordable Plan Offered Rule within ACA Profiles
• Resource Guides - Employee
• Partnering with PayNW
• Resource Guides - Payroll Admin
• Resource Guides - Time Management
• Resource Guides - Benefits and ACA
• Resource Guides - HR Admin
• Resource Guides - Schedule Management
• Setup Guide for Missing SOC Code Report Notifications
• Historical Timesheets Corrections and Retro Pay
• Editing an SOC report for a client - Emailed Report - Missing SOC Codes
• Bank Status Updates - 2023
• Benefit Plan Entry-Updated Process December 2022
• How To -- Change Open Enrollment Dates
• Internal Demo Videos
• Accruals 1.0 Setup Guide
• Login As Employee Feature
• Kiosk Mode Client Guide and Security Setup
• How to Create a Pop Up for Clients (Partner Admin Only)
• Same Day Direct Deposit Procedure
• Garnishment Payment Services (GPS) – Setup and Procedure (Updated 03/04/2024)
• Resource Guides - General Admin
• Policy: Sending Personally Identifiable Information via "Feedback" within the UKG Ready System
• Policy: Voice Verify and Written Authorization
• API Web Services & Integrations: Adding a New Service Account
• Client Communication Template: API Integration / Web Services Inquiries
• EverythingBenefits Open Enrollment Timeline
• EverythingBenefits Product FAQs
• EverythingBenefits PreOrder Information and Setup Instructions
• Single Sign-On (SSO) --- Start Here ---
• Cannabis Related Businesses (CRBs) - Tier 1 CRB vs Tier 2 CRB vs Tier 3 CBD
• Cannabis Related Businesses (CRBs) Compliance Process
• How To -- Add an EB Support Case
• How To -- Submit an EB Open Enrollment Order
• How To -- Add EDI/Form in EB
• How To -- Drop EDI's/Forms in EB
• How To -- Cancel Everything Benefits Product
• How To -- Create General Change Request in EB
• How To -- Review Status of Cases / Implementations in EB
• Benefits Resource Training - October 2023
• ACA Discovery Recap
• ACA Training Part I Recap
• ACA Training Part II Recap
• Benefit Renewal Process - Update Benefit Plans (In Progress)
• How to Correct Pay Statement Warning: New Alert for Required Tax with Blank Value Eff 10/16/2023
• Updating EAR
• Parent Admin
• Configuring New Time Off for Payroll
• Reordering PayNW Dashboard Profile Tab
• Setting Up Salaried Employees to Clock Time and Have Only Overtime Hours Pull Into Payroll
• Creating a Custom Column that adds up other columns on TLM report
• How to Conduct an Account Review
• Account Review Sample Introduction Email
• New Retirement Plan Profile Build Questions for Client
• Year End Form Delivery- Bulk. vs Direct Shipping
• How to Update 2024 CO SUTA Rates
• W2 Insert Info for Print Vendor
• Dashboard Template Update 2024
• NSF/Returned Debit Transaction Process
• Web Clock Settings / Mobile Quick Punch
• TeamText - Broadcast Messaging Service Added (SMS) Email Template
• UKG Community HR and Payroll Resource Library
• Troubleshooting: Session Expired before Max Inactive Time, Logout Reasons
• WA FLI Tax Set up
• How To -- Create Daily Rules and Work Schedule Profiles
• TeamText Broadcast Messaging FAQs
• How to Avoid Potential Filing Errors and Penalties for Missing/Incorrect Names/SSNs
• Employment Verification Service - Equifax - The Work Number
• NFC Tag FAQS
• How To Copy Admin Dashboard 2.0 (Temp) Layout Profile To A New Company
• Template- NoahFace Client Initial Communication
• How to Setup E-Comp Pay As You Go
• API Web Services & Integrations: Adding a New Service Account
• REQUESTING/SENDING SECURE EMAIL
• LMS IMPLEMENTATION PROCESS
• Internal/Data Integrity/Applied for FAQ
• Internal/Data Integrity/How to Review Company Tax Add-Change Process