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Client Portal
Employees
3 min
this section shows an employee list from the payroll system users can view or edit employee details, remove someone from the program, and send them a form to set up direct deposit this section shows an employee list from the payroll system users can view or edit employee details, remove someone from the program, and send them a form to set up direct deposit standard operational procedure new hire submissions in simple steps on the left side bar, click employees click add new employee on the top right side of the table complete the form with all the required fields ☑️ confirm that the entered information is correct click on add employee click the done button in the confirmation modal optional click the add another employee button to complete another onboarding form feature breakdown easily submit onboarding requests for new hires by filling out essential employment information the user also has the option to send the onboarding process in spanish the user has the option to send multiple onboardings at once all requests will be sent to {{januscrm}} and confirmation email to the client pay cycle, state, workers' comp, and pay type are determined by {{januscrm}} if any additional data is not visible, please reach out to the broker to request its availability in {{januscrm}} changes on the employees' profile fields will not be reflected in {{pro software}} and records will show only on the mobile app for the user convenience the information presented in the employees module is sourced directly from the payroll software as a result, the ability to edit data within peoplematic is currently disabled status information and onboarding data are sourced directly from {{januscrm}} this enables transparent communication with clients regarding the status of employee onboarding to ensure the timely completion of necessary steps for their inclusion in the program, allowing a smooth transition into coverage and payroll processing users currently cannot cancel an onboarding process on their own instead, they must reach out to the appropriate department for assistance with onboarding cancellations support to remove an employee from the program by completing the separation form payroll and data departments handle removing employees from the list employees with a status different than active in {{pro software}} will not be displayed in peoplematic other statuses might cause the system to break and stop working properly the direct deposit form gets sent directly to the employee's phone number stored in peoplematic support to view or download an employee roster the list is generated based on the active employee list only all submissions will be forwarded to the data department for processing clients will receive a confirmation email upon submission the status of each request updates when our certificates team finishes working on them in {{januscrm}}