PrismHR Help · Public documentation for Microsoft 365 Copilot

PrismHR Help — Overview, SSO, and Work Centers

Overview, Work Centers, SSO, and Miscellaneous

PrismHR Help Overview

This file is a combined export of PrismHR help topics in PrismHR Help Overview. Source help system: https://tech-docs.prismhr.com/SP_help/Default.htm Each topic is separated by a heading and includes its original URL.

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Known Issues

Source: https://tech-docs.prismhr.com/SP_help/Content/Resources/Shared-Files/Known_Issues.htm Path: Resources/Shared-Files/Known_Issues.htm

Known Issues

Click a link to learn about the known issues in this release.

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Source: https://tech-docs.prismhr.com/SP_help/Content/Shared-Files/Navigating/Action_Bar.htm Path: Shared-Files/Navigating/Action_Bar.htm

Most system forms include an Actions menu in the top-right. This menu provides access to other forms or specialized features related to the current form. Some features allow you to enter data, while others only provide information.

Audit and Data Mapping information are also available in the Actions menu.

This example shows the menu options for the Shifts form:

[Image: Example of an Actions menu from the Shifts form]

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Conventions

Source: https://tech-docs.prismhr.com/SP_help/Content/Shared-Files/Navigating/Conventions.htm Path: Shared-Files/Navigating/Conventions.htm

Conventions

These are the formatting conventions used.

Formatting Example — Indicates

Client Details — Name of the form (screen)

Notes tab — Name of the tab in a form

Client Notes panel — Name of a panel within a form or tab

Client Details (found in the Client menu under Client|Change Client|Change > Client Details — Menu name and path Form name and path

Press Enter or click Save. — Keys on the keyboard or buttons in the interface

Click Employee to open the search window. — Clickable field labels that open searches

Enter the Employee ID. — Field names

Select Professional Employer. — Value that users can select from a drop-down

To exclude the report, enter -9.99. — Values that users can type

The system displays the message The current record has been saved. — System values

Many topics include sample screens, which you can use as a graphical reference. The examples do not necessarily contain the information that you should type in the fields.

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Dates

Source: https://tech-docs.prismhr.com/SP_help/Content/Shared-Files/Navigating/Dates.htm Path: Shared-Files/Navigating/Dates.htm

Entering Dates

The system provides several ways to enter dates.

The date picker opens when the cursor is in the date field.
To enter the current date, type t or T and then press Tab.
Type the date. The final format is MM/DD/YYYY, but you need to type only some of it and then press Tab. For example,
When you enter M/D, the system populates the leading zeroes and the current year.
When you use dashes instead of slashes, the system converts them to slashes.
When you enter the month and day and only the last two digits of the year, the system completes the four-digit year.
To enter a date that is a specific number of days in the past or future, use the minus or plus symbol and the number. For example,
If the date is 90 days in the future, enter +90 and then press Tab. On September 1, the result is November 30.
If the date was 10 days in the past, enter -10 and then press Tab. On September 1, the result is August 22.

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Data Mapping

Source: https://tech-docs.prismhr.com/SP_help/Content/Shared-Files/Navigating/Display_Data_Mapping.htm Path: Shared-Files/Navigating/Display_Data_Mapping.htm

Displaying Data Mapping Details

The Display Data Mapping form shows you where information is stored in the database. This helps, for example, when you need to know the file and the field names to select tables and properties for Informer reports.

This form is available from the Actions menu of most system forms.

To learn where information is stored in the database:

Navigate to the appropriate form in PrismHR.
Open the Actions menu and select Display Data Mapping. The Data Map form opens, listing the fields in the form and the corresponding information.
Make a note of the information you need.
In Informer, open the Mappings tab and then select the Table Name that closely matches the File Name.

The PrismHR file names have a period and Informer names have an underscore. For example, AD.CONTACTS matches to AD_CONTACTS.

Match the attributes to find the Informer property names.

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“Global” and “Company”

Source: https://tech-docs.prismhr.com/SP_help/Content/Shared-Files/Navigating/Global_Company.htm Path: Shared-Files/Navigating/Global_Company.htm

“Global” and “Company”

The definitions of “global” and “company” vary, according to the way your organization is using PrismHR.

If your organization is a professional employment organization (PEO), administrative services organization (ASO), or other service provider, the term “company” refers to one of your clients, and “global” pertains to the system as a whole (all of your clients as a group).
If your organization is a single corporation, both terms are synonymous and refer to your organization as a whole: the entity or organization using the system.
Sometimes “system” is used in place of “global” or it refers to a feature that pertains to the system as a whole.

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Navigating PrismHR

Source: https://tech-docs.prismhr.com/SP_help/Content/Shared-Files/Navigating/Navigating.htm Path: Shared-Files/Navigating/Navigating.htm

Navigating PrismHR

It is helpful to understand how to use basic features of PrismHR.

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Online Help

Source: https://tech-docs.prismhr.com/SP_help/Content/Shared-Files/Navigating/Navigating_Online_Help.htm Path: Shared-Files/Navigating/Navigating_Online_Help.htm

Navigating Online Help

The online help for PrismHR includes a table of contents, search field, and buttons that enable you to find the information you need.

Contents — Use this tab to navigate through the contents of the online help. You can open books and pages.

Search — Enter a word or phrase and then press Enter to search the online help contents for that information.

Print — Print the current page on the default printer.

Expand all — Expand all of the items in the page, such as images.

Remove Highlight — If you searched the online help, the relevant words are highlighted. Click this to remove the highlights.

Navigation icons enable you to step through the table of contents. This is useful when working through a series of topics about a single form.

Navigate previous ( [Image: screenshot] )	Go to the previous topic in the table of contents.
Navigate next ( [Image: screenshot] )	Go to the next topic in the table of contents.

Back and Forward icons work the same as the back and forward buttons in a web browser. This is useful when you follow links to pages that are not sequential in the table of contents.

Back ( [Image: screenshot] )	Go to the previous topic you were viewing.
Forward ( [Image: screenshot] )	Return to the topic you just came back from, if any.

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Reports

Source: https://tech-docs.prismhr.com/SP_help/Content/Shared-Files/Navigating/Reports.htm Path: Shared-Files/Navigating/Reports.htm

Accessing Reports

Each user can have access to different reports. The Reports menu lists the reports that are available to you. The options available for each report may differ.

Use the Selection Criteria to determine which data the report displays. Some options allow only one value.
Use the Sort Options to determine the order in which information displays. Some reports include multiple sort options that enable you to select a primary sort, a secondary sort, and so on.

After you select the options, click Run. The report displays the data.

Use the Actions drop-down list to print, share, or save the report.

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PrismHR Help Overview

Source: https://tech-docs.prismhr.com/SP_help/Content/Shared-Files/Navigating/System_Overview.htm Path: Shared-Files/Navigating/System_Overview.htm

PrismHR Help Overview

The online help covers the various functions and features of PrismHR 26.07.0.

Note: Note: Most users do not have access to all of the features and functions described.

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User Guide PDFs

Source: https://tech-docs.prismhr.com/SP_help/Content/Shared-Files/Section-User-Guides.htm Path: Shared-Files/Section-User-Guides.htm

User Guides

You can view, download, and print the PrismHR user guides. Most users do not have access to all of the features and functions described.

Work Centers

This file is a combined export of PrismHR help topics in Work Centers. Source help system: https://tech-docs.prismhr.com/SP_help/Default.htm Each topic is separated by a heading and includes its original URL.

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About Benefit Imports

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Work-Centers/Section%20Headings/BE%20WC%20Benefit%20Imports.htm Path: PD/Work-Centers/Section Headings/BE WC Benefit Imports.htm

About Benefit Imports

Before you can begin importing benefits, you must first follow the multi-step process for setting up group benefit plans. You set up group benefit plans at the system level, but you can administer them at the client level.

After you create a group benefit plan and assign it to a network, you can assign the plan to the client on the Benefits Import form. You must complete these steps before importing benefits.

For more information, see Setting Up Group Benefit Plans in the Benefits Administration Guide.

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Benefit Reporting

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Work-Centers/Section%20Headings/BE%20WC%20Benefit%20Reporting.htm Path: PD/Work-Centers/Section Headings/BE WC Benefit Reporting.htm

Benefit Reporting

This section describes the Benefit Reporting options.

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Bulk Change Tools

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Work-Centers/Section%20Headings/BE%20WC%20Bulk%20Change%20Tools.htm Path: PD/Work-Centers/Section Headings/BE WC Bulk Change Tools.htm

Bulk Change Tools

This section describes the options in the Bulk Change Tools section for the Benefits Work Center.

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Enrollment Maintenance

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Work-Centers/Section%20Headings/BE%20WC%20Enrollment%20Maintenance.htm Path: PD/Work-Centers/Section Headings/BE WC Enrollment Maintenance.htm

Enrollment Maintenance

This section describes the options in the Enrollment Maintenace section for the Benefits Work Center.

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FSA & HSA Plans

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Work-Centers/Section%20Headings/BE%20WC%20FSA%20&%20HSA%20Plans.htm Path: PD/Work-Centers/Section Headings/BE WC FSA & HSA Plans.htm

FSA & HSA Plans

This section describes the benefit FSA an HSA plan options.

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Group Benefit Plans

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Work-Centers/Section%20Headings/BE%20WC%20Group%20Benefit%20Plans.htm Path: PD/Work-Centers/Section Headings/BE WC Group Benefit Plans.htm

Group Benefit Plans

This section describes the Group Benefit Plan options.

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Retirement Plans

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Work-Centers/Section%20Headings/BE%20WC%20Retirement%20Plans.htm Path: PD/Work-Centers/Section Headings/BE WC Retirement Plans.htm

Retirement Plans

This section describes the benefit retirement plan options.

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EFW2 Exports

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Work-Centers/Section%20Headings/EFW2%20&%20W-2%20Exports.htm Path: PD/Work-Centers/Section Headings/EFW2 & W-2 Exports.htm

EFW2 Exports

This section explains how to build EFW2 export files.

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File Exports

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Work-Centers/Section%20Headings/MasterTax%20File%20Exports.htm Path: PD/Work-Centers/Section Headings/MasterTax File Exports.htm

File Exports

This section explains how to use the MasterTax File Export forms.

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Setup Forms

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Work-Centers/Section%20Headings/MasterTax%20Setup%20Forms.htm Path: PD/Work-Centers/Section Headings/MasterTax Setup Forms.htm

Setup Forms

This section explains how to use the MasterTax Setup forms.

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3rd Party Exports

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Work-Centers/Section%20Headings/Quarterly%203rd%20Party%20Exports.htm Path: PD/Work-Centers/Section Headings/Quarterly 3rd Party Exports.htm

3rd Party Exports

This section explains how to process quarterly third party exports.

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Government Exports

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Work-Centers/Section%20Headings/Quarterly%20Government%20Exports.htm Path: PD/Work-Centers/Section Headings/Quarterly Government Exports.htm

Government Exports

This section explains how to build quarterly government export files.

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Quarterly SUTA Tax Processing (Client Reported)

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Work-Centers/Section%20Headings/Quarterly%20SUTA%20Tax%20Processing%20(Client%20Reported).htm Path: PD/Work-Centers/Section Headings/Quarterly SUTA Tax Processing (Client Reported).htm

Quarterly SUTA Tax Processing (Client Reported)

This section explains how to process quarterly SUTA client reported taxes.

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Quarterly Tax Reports

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Work-Centers/Section%20Headings/Quarterly%20Tax%20Reports.htm Path: PD/Work-Centers/Section Headings/Quarterly Tax Reports.htm

Quarterly Tax Reports

This section explains how to generate quarterly tax reports.

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SBEA Reporting

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Work-Centers/Section%20Headings/SBEA%20Reporting.htm Path: PD/Work-Centers/Section Headings/SBEA Reporting.htm

SBEA Reporting

This section explains how to generate SBEA reports.

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Setup

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Work-Centers/Section%20Headings/SBEA%20Setup.htm Path: PD/Work-Centers/Section Headings/SBEA Setup.htm

Setup

This section explains how to perform SBEA setup tasks.

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W-2 Parameter Setup

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Work-Centers/Section%20Headings/W-2%20Parameter%20Setup.htm Path: PD/Work-Centers/Section Headings/W-2 Parameter Setup.htm

W-2 Parameter Setup

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W-2 Printing

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Work-Centers/Section%20Headings/W-2%20Printing.htm Path: PD/Work-Centers/Section Headings/W-2 Printing.htm

W-2 Printing

This section explains how to perform W-2 printing tasks.

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W-2 Processes

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Work-Centers/Section%20Headings/W-2%20Processes.htm Path: PD/Work-Centers/Section Headings/W-2 Processes.htm

W-2 Processes

This section explains how to perform W-2 processing tasks.

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W-2 Reporting

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Work-Centers/Section%20Headings/W-2%20Reporting.htm Path: PD/Work-Centers/Section Headings/W-2 Reporting.htm

W-2 Reporting

This section explains how to perform W-2 reporting tasks.

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W-2 Setup Reports

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Work-Centers/Section%20Headings/W-2%20Setup%20Reports.htm Path: PD/Work-Centers/Section Headings/W-2 Setup Reports.htm

W-2 Setup Reports

This section describes the W-2 Setup reports.

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W-2 Setup

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Work-Centers/Section%20Headings/W-2%20Setup.htm Path: PD/Work-Centers/Section Headings/W-2 Setup.htm

W-2 Setup

This section explains how to perform W-2 setup tasks.

Identity, Access & SSO

This file is a combined export of PrismHR help topics in Identity, Access & SSO. Source help system: https://tech-docs.prismhr.com/SP_help/Default.htm Each topic is separated by a heading and includes its original URL.

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Source: https://tech-docs.prismhr.com/SP_help/Content/IAM/Task%20Sheets/PrismONE_ID_User_Admin_Access.htm Path: IAM/Task Sheets/PrismONE_ID_User_Admin_Access.htm

Before You Begin

July (R_202607)

Release Notes R_202607

June (R_202606)

Release Notes R_202606

May (R_202605)

Release Notes R_202605

April (R_202604)

Release Notes R_202604

March (R_202603)

Release Notes R_202603

February (R_202602)

Release Notes R_202602

January (R_202601)

Release Notes R_202601

December (R_202512)

Release Notes R_202512

November (R_202511)

Release Notes R_202511

For the best experience, clear your cache

Documentation Enhancements

New and Improved Task Sheets

Billing Enhancements

Enhancement to Billing Formats Form

Client Enhancements

Enhancement to Multi-Entity Group Details Form

HR Enhancements

Enhancements to Employee Details Form

Enhancements to Self Identity Codes Form

Payroll Enhancements

Enhancement to Payroll Approval Form

Enhancements to Payroll Variance Analysis Dashboard

Enhancement to Pay Schedules Form

Enhancement to Process Payroll Form

PTO Enhancements

Enhancement to Confirmation Form

General Fixes

Payroll Fixes

For the best experience, clear your cache

Enhancements

Group Benefit Plans form Redesign

Changes to the Benefit Utilities form

New Prohibit 401(k) Deductions functionality

Update to the Reference Number selector on the Flexible Spending Accounts Reimbursement form

Changes to the Employee Flexible Spending Accounts form

Fixes

For the best experience, clear your cache

Release Features

Changes to the Positions form

Changes to the PrismHR Tax Parameters form

PrismHR now supports the production of a Form W-2 for railroad employees

Fixes

For the best experience, clear your cache

Bulk Delete for New Hire Dashboard

Customize Push Notifications

Editing Employee Record During Onboarding Disabled

Employee Photo on My Employees Widget

Enhancements to New Hire Form

Payroll Approval Reports in Employee Portal

Present Resident and Worksite Location Tax Form Options

PrismONE ID support for PrismONE Mobile App

Enhancement to Direct Deposits Form

Fixes

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Care Advocacy Offer Type

Fixes

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Documentation Enhancements

New and Improved Task Sheets

Release Features

New Time Off Setup Workflow Process

New Time Off Setup Workflow Form

New Time Off Type Form

New Set Up Plans Form

New Confirmation Form

Release Highlights

PrismHR Release Highlights

Client Enhancements

Enhancement to Inactive Data Deletion Form

HR Enhancements

Enhancement to Employee Fields Import Form

Payroll Enhancements

Enhancement to Bank Accounts Form

Enhancement to Change Employer IDs for a Voucher Form

Enhancement to Data Import Tool

Enhancement to Employee Pay Summary Form

System Enhancements

Audit Available for SSO Services

Enhancement to Billing Rules Performance

Enhancement to Manager User Setup Form

Enhancement to System Parameters Form

Enhancement to User Report Form

General Fixes

Payroll Fixes

For the best experience, clear your cache

Enhancements

Changes to the Employee Dependents form

Changes to the Benefit Rules form

Group Benefit Plans form Redesign

New Overage Enrollees Report form

New Maximum Age field

Changes to the Data Import Tool form

Update to the Transaction selector on the Retirement Register Adjustment form

Changes to the Group Benefit Plans form

Changes to the Retirement Plan Enrollment form

Changes to the Benefit Plan Setup form

New Auto Escalate On field

Changes to the Rate Groups form

Fixes

For the best experience, clear your cache

Release Features

Changes to Garnishment calculation Details Report

Garnishment Calculation Available After Posting Payroll

Changes to the Clear New Hire Reporting Dates form

JSON Client Setup File updates

New York Form MTA-305 Tax Reporting rate update

Overtime Recalculation for a Batch Report

Fixes

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Disable Portal Login Feature Code

My Linked Applications Section for Account Settings

Fixes

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Additional Gender Options for Dependents

Additional Pronoun Options for Dependents

Display Report Center in Employee Portal

Fixes

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Fixes

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Download All From Folder for Worksite Manager

Fixes

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Documentation Enhancements

New and Improved Task Sheets

Billing Enhancements

Enhancement to Billing Rules (Bundled) Form

Client Enhancements

Enhancement to Client Details and G/L Setup Forms

Enhancement to Commission Maintenance Form

HR Enhancements

Enhancement to Approvals Pending Form

Enhancement to Employee Details Form

Enhancement to Employee Fields Import Form

Payroll Enhancements

Enhancement to Payees Form

Enhancement to Payroll Voucher Form

Enhancement to Process Payroll and SuperBatch Forms

Enhancement to Process Payroll Form

Enhancements to Data Import Tool

System Enhancements

Enhancement to G/L Template Maintenance Form

Enhancement to Manager User Setup Form

General Fixes

Payroll Fixes

For the best experience, clear your cache

Enhancements

Group Benefit Plans form Redesign

Changes to the Eligibility by Benefit Group modal form

Changes to the Benefit Rules Import form

Selectors Changed

Employee selector changed on the following Benefit forms

Changes to the Employee Dependents form

Changes to the Benefit Utilities form

Changes to the Data Import Tool form

Changes to the New Hire and Dependent Field Overrides form

Changes to the New Hire and Dependent Required Fields (Global) form

Insurance Carrier URL field

Fixes

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Release Features

Changes to the EEO Ethnic Codes form

Changes to the Employee Details form

Changes to the Pay Codes form

Changes to the Recalculate Alabama Income Tax Exempt Wages form

Recalculate Global PTO Vouchers

Fixes

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Disable Timeout for Registration Reminder

Improved Error Message for Employees Already Registered

Improved Error Message for IP Restrictions

Self-Registration Feature Code

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Additional Gender Options for Dependents

Clock Number Field on Employee Details

Configuration Template Option for Managers to Enter New Hire SSN/DoB

New Globe Icon Available for Menus

Salary Hour Reduction Calculation on Timesheet

Fixes

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Enhancement to Onboarding Forms with Required Information

Gender Selection Dropdown for Dependents

Fixes

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Fixes

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Documentation Enhancements

New and Improved Task Sheets

Release Features

New ACH Journal Edits Audit Report Form

New ACH Journal Hold/Release Audit Report Form

Release Highlights

PrismHR Release Highlights

Client Enhancements

Enhancement to Projects Form

HR Enhancements

Enhancement to Approvals Pending Form

Enhancement to Employee Fields Import Form

Enhancement to Portal New Hire Import Form

Enhancements to Approval Policies and Global Approval Policies Forms

Payroll Enhancements

Enhancement to Data Import Tool

Enhancement to Pay Codes Form

System Enhancements

Enhancement to Email Services Form

Enhancement to Message Templates Form

Enhancements to Users Form

General Fixes

Payroll Fixes

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Enhancements

Changes to the Group Benefit Plans form

Changes to the Rate Groups form

Changes to the Retirement Adjustment Transaction Audit Report form

Selectors Changed

Fixes

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Release Features

Changes to the Employee Details form

Changes to the New York Quarterly Combined Wage Report

Changes to the Periodic Tax JSON Export

Changes to the PrismHR Tax Parameters form

Remove remaining dependency on GLOBAL.PTO CFC

Fixes

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Direct Deposit on My Approvals

Enhanced Support for Many Companies on Login

Restrict Work Email Address Changes

Subscribe to PTO Calendar Option

Fixes

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Disability Guarantee Issue and Late Entry Amounts on Benefit Plans

Disability Guarantee Issue and Late Entry Amounts on Benefit Summary

Voluntary Disability Coverage in Benefits Summary

Fixes

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Search for Employees by First Name

Fixes

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Documentation Enhancements

New and Improved Task Sheets

Release Features

New Mass Employee Transfer Import Form

Release Highlights

PrismHR Release Highlights

Client Enhancements

Purge Clients Form Replaced

Payroll Enhancements

Enhancement to Data Import Tool

Enhancement to Payroll Validation Report Form

Enhancement to Payroll Voucher Form

Enhancement to Process Payroll and SuperBatch Forms

Enhancement to Redirect Direct Deposit Form

Enhancement to Reprint Payroll Checks and Employee Payroll Vouchers Forms

System Enhancements

Enhancement to Employer Details Form

Enhancement to Employee Fields Import

Enhancement to Employee Status Type History Adjustment Performance

Enhancement to Superbatch Form Performance

General Fixes

Payroll Fixes

For the best experience, clear your cache

Enhancements

Changes to the Benefit Utilities form

New Outstanding Billing Section

Changes to the Employee Deduction Arrears form

Changes to the Benefit Adjustments form

Changes to the Group Benefit Plans form

New Billing History Section

Changes to the Benefit Billing Detail Report form

Changes to the Benefit Rules form

Changes to Client Benefit Plan Import form

ZIP Code selector changed on the Payees form

Employee selector changed on the following FSA/HSA forms

New Employee Assigned To option

Changes to the Retirement Match Nomenclature on different forms

New High Deductible Plan Indicator

Fixes

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Release Features

Changes to the Labor Unions form

Changes to the MasterTax Interface Parameters form

Changes to the PrismHR Tax Processing Work Center

Changes to the Weighted Average form

MasterTax PTS update for West Virginia local employees

MasterTax RTS update on Worksite ID

Railroad Unemployment Insurance Act Tax

Fixes

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PrismOne Registration Feature Code

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Legacy Configuration Template Sunsetting

Enhancement to 1095-C Forms

Enhancement to the File Audit Form

Hire Type for New Hires in Employee Portal

My Employees Form Now Defaults to Active

My Employees Form Now Saves Sorting Preferences

Onboarding Component Removed from Configuration Templates

Work Email Address for New Hires

Fixes

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Enhancement to Benefit Plan Selection

Enhancement to Dependent Age Limits by State Override

Enhancement to Missing State EIN Message

Fixes

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Documentation Enhancements

New and Improved Task Sheets

Client Enhancements

Enhancement to Client Details Form

Increased Range for Misc G/L EEM Wildcards

HR Enhancements

Enhancement to Approval Policies and Global Approval Policies Forms

Enhancement to Approvals Pending Form

Enhancement to Employee Fields Import Form

Enhancement to Find Changes to an Employee Form

Payroll Enhancements

Enhancement to Bank Accounts Form

Enhancement to Process Payroll Form

Enhancements to Process Payroll and SuperBatch Forms

System Enhancements

Enhancement to Message Templates Form

Enhancement to Users Form

Enhancement to System Parameters Form

Select Previous Quarters on Tax Register Audit Inquiry

General Fixes

Payroll Fixes

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Enhancements

New Exempt take on employees from Minimum Days of Service Requirement checkbox

Fixes

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Release Features

Changes to the Create Employee W-2C Forms form

Changes to the Periodic Tax JSON Export form

Changes to the PrismHR Client Setup JSON Export File

Changes to the Quarterly Tax JSON Export form

Changes to the State Garnishment Rules form

Fixes

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Enhancement to New Users Linking Accounts

Enhancement to Password Reset Process

Enhancement to Registration Form

Fixes

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Add Custom Support Team Titles to Contact Us Widget

Breadcrumb Update for UEX

Context-Sensitive Buttons for Tax Forms

Enhancements for the PTO Calendar

Enhancement to Inbound SSO Performance

Legacy Themes Removed From Themes Form

View and Edit Retirement Catch-Up Contributions in Employee Portal

Fixes

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Enhancement to the Bulk Change Benefit Plan Form

Fixes

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Bulk Import for PrismHR Tax Now Available

Enhancement to Bulk Download Performance

Fixes

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Documentation Enhancements

New and Improved Task Sheets

Release Features

New Approval Payroll Reports Form

New Payroll Variance Analysis Dashboard

New Redirect Direct Deposit Form

New Report Print Options Form

Release Highlights

PrismHR Release Highlights

Billing Enhancements

Enhancement to Billing Templates Form

Client Enhancements

Enhancement to PTO Register Types Form

Enhancements to Client Details Form

Employer Enhancements

Enhancement to Transfer Employee to New Client Form

HR Enhancements

Enhancement to Approval Policies and Global Approval Policies Forms

Enhancement to Employee Details and Employee Termination Forms

Enhancement to Portal New Hire Import Form

Enhancement to Status Type History Adjustment Form

Other Enhancements

Enhancement to New Employee Import Process

Payroll Enhancements

Corresponding SFTP ACH File Now Written for SFTP Directory

Enhancement to Cash Receipts Form

Enhancement to Employee Payroll Voucher Reversal Form

Enhancement to Miscellaneous Invoice Form

Enhancement to Pay Import Definition Form

Enhancement to Payroll Approval Form

Enhancement to Payroll Reports Form

Enhancement to PEO Client Accounting Form

Enhancement to Summary Time Sheet Entry Form

Enhancements to Data Import Tool

System Enhancements

Enhancement to Delete Unused Employee Form Performance

Enhancement to Message Templates Form

Enhancement to Payroll Variance Form Performance

Enhancement to System Parameters Form

Enhancements to Users Form

General Fixes

Payroll Fixes

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Enhancements

New Gross Wage % Functionality

Changes to the Data Import Tool form

Changes to the Benefit Utilities form

Fixes

Other Enhancements

New Plan Renewal Date field

Changes to the Retirement Match Nomenclature on different forms

Changes to the Retirement Plan Enrollment form

Changes to the Group Benefit Plans form

Changes to the Benefit Plan Setup form

Changes to the Benefit Import Maintenance form

Changes to the Benefit Rules form

Payee ID selector changed on the following benefit forms

Changes to the Notification Audit Report form

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Release Features

Change to the PrismHR Tax Parameters form

Changes to the 1095C Report Download form

Display Benefit Per Hour pay code on Certified Payroll Report

Employer override to PEO when the State is set to combined reporting

Exclude Fringe Benefits from Gross Pay on Pay Stubs

Supporting Check Stub Requirements for Maryland

Warning Message for misaligned Alternate Employer

Fixes

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Disable Local Login Feature Code

Enhancement to Block Email MFA Fallback Feature Code

Enhancement to Forgot Password Process

Enhancement to MFA Option Selection

Enhancement to Mobile Number Validation

Enhancement to PrismOne Login Indicating Disabled Accounts

Fixes

Known Issues

“Leave This Site” Message

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Breadcrumb Update for UEX

Enhancements to New Hire Dashboard Email Notifications

Enhancements to Segments Form

Onboarding Component Removed from Configuration Templates

PrismOne Mobile App Now Available

Update to Margin Constancy

Update to Page Title Constancy

Update to Table Standards

Fixes

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Dependent Provision on Life Benefit Summary

Enhancement to HSA Requests for Benefits Workflow

Enhancements to System Parameters Form

Flex Benefit Summary Contribution Limits

Formatting Update for Money in Benefits Enrollment

HSA Match Calculation During Enrollment

New Global Business Rule for Worksite Location

Return to Employee Portal Without Logout

Fixes

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Known Issues

Single Documents Downloaded As ZIP File

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Documentation Enhancements

New and Improved Task Sheets

Release Features

New Employee Carryover Loss Form

New Marketplace Link

New Multi-Entity Group Details Form

New Multi-Entity Groups Form

New Payroll Reason Codes Form

New PTO Auto-Enrollment Rules Import Form

New Transfer ACH File to PC Form

Release Highlights

PrismHR Release Highlights

Accounting Enhancements

Enhancement to Cash Receipts Import Form

Billing Enhancements

Enhancements to Billing Rules (Unbundled) Form

Client Enhancements

Enhancement to Auto Holiday Pay Days Form

Enhancement to Auto Holiday Pay Form

Enhancement to Auto Holiday Pay Report Form

Enhancement to Client Acknowledgement Report Parameters Form

Enhancement to Departments Form

Enhancement to New Hire Form

Enhancement to PTO Absence Codes Form

Enhancement to PTO Benefit Plans Form

Enhancement to Time Sheet Defaults Form

Enhancement to Work Groups Form

Enhancements to Auto Holiday Pay Rule Maintenance Form

Enhancements to Client Details Form

Enhancements to PTO Auto-Enrollment Rules Maintenance Form

HR Enhancements

Enhancement to Employee Hours By Active Weeks Report

Enhancement to Employee Master Report

Enhancement to Employee New Hire Report

Enhancement to Employee Pay Rate Report

Enhancement to Employee Period Pay and Hours Audit Report

Enhancement to Employee Termination Explanation

Enhancement to Mass Pay Rate Change Form

Enhancement to Other Employee Information Termination Explanation

Enhancement to Pay Rate Change Form

Enhancement to Reviews Due By Month Report

Enhancements to Employee Details Form

Enhancements to Employee Fields Import Form

Enhancements to Rehire Form

Other Enhancements

Enhancement to Edit New Hire Form

Enhancement to New Employee Import Process

Payroll Enhancements

Enhancement to Approval Summary Termination Explanation

Enhancement to Confirm Pending Reversal Global Form

Enhancement to Deduction Codes Form

Enhancement to Employee Payroll Vouchers Form

Enhancement to Employee Voucher Report

Enhancement to Fax Back Report

Enhancement to FLSA Classification Analysis Report

Enhancement to Gross-to-Net Register Report

Enhancement to Manual Check Entry Form

Enhancement to New Hire Report

Enhancement to Pay Codes Form

Enhancement to Payroll Control Form

Enhancement to Payroll Check Journal Report

Enhancement to Payroll History Form

Enhancement to Payroll Register Report

Enhancement to PEO Client Accounting Form

Enhancement to SuperBatch Form

Enhancement to Unbundled Billing Rules Import Form

Enhancements to Data Import Tool

Enhancements to Pay Codes Form

Enhancements to Payroll Deduction Custom Export Form

Enhancements to Payroll Reports Form

Enhancements to Process Payroll Form

Removal of SuperBatch Legacy

Security Report Name Change

Updates to Backdated Leave Request Feature

System Enhancements

Enhancement to ACH Hold Management and ACH Hold Management (Internal Payroll) Forms

Enhancement to ACH Originators Form

Enhancement to ACH Processing Form

Enhancement to Build State Tax Solution Files Form

Enhancement to Employee Benefit Rule Override Form Performance

Enhancement to Favorites Template Import Form

Enhancement to Global Payroll Reports Form

Enhancement to Notification Control Panel

Enhancement to Retirement Export Form

Enhancement to SBEA Rebuild Client Federal Tax Register Form Performance

Enhancement to Superbatch Form Performance

Enhancement to SUTA Tax Rebuild Form Performance

Enhancements to System Parameters Form

Enhancement to Updating Employee’s Location

Enhancement to Workers Comp Report Performance

Enhancement to the Worksite User Data Security Download Form

New Pay Groups User Field

New Payroll Control User Field

General Fixes

Payroll Fixes

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Enhancements

Changes to the Plan Enrollment Details form

New Benefit Salary Maintenance form

New Benefit Utilities form

Selectors Changed

Benefit Plan ID selector changed on the following benefit forms

Validations added to the Group Benefit Plans form

Benefit Plan Type selector changed on the following benefit forms

Changes to the Benefit Adjustments form

Dependent and Beneficiaries selector changed on the following forms

Changes on the Relationships form

Changes to the Benefit Group Maintenance form

Eligible Benefits Determinant field validations added to the Client Benefit form

Fixes

Other Enhancements

Changes to the Group Benefit Plans form

Changes to the Benefit Plan Setup form

Changes to the Retirement Plans form

Changes to Arrears Report

Changes to the Retirement Plan Enrollment form

Changes to the Employee Dependents form

Changes to the System Parameters form

Changes to the Data Import Tool form

Changes to the Clients Assigned To form

Changes to the Pay Code Selector

Changes to the Deduction Code Selector

Changes to the Bill Code Selector

New Account Codes Selector

Changes to the Notification Audit Report form

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Managers Reset Passwords for PrismOne ID

Multiple PrismOne IDs for Shared Workstation

Fixes

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Audit Details Now Uses Local Time

Download and Print Total Compensation Statements

Enhancement to Employer Contribution of Benefits Card

Enhancement to Retirement Contributions Year Filter

Job Candidates in Employee Portal New Hire

Limit PTO Requests to Maximum Hours in Block

Payroll Vouchers in Employee Portal

Preferred Name On New Hire Entry

Standardized Dependents and Beneficiaries

Update Navigation Trail for Embedded Employee Portal

Variable Salary Pay Option in Employee Portal

Fixes

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Aggregate Spouse Maximum Life Benefits

Beneficiary Phone and Address Fields Standardized

Benefit Summary Updated to UEX

Calculate Life Event Benefits Window From Life Event Date

Clone a Life Event

Enhancement to Bulk Change Benefit Plan Tool

Life Coverage Dependent Reduction Provision Message

Life Event End Date Warning Message

Post Benefit Enrollment Warning for Terminated Employees

Preferred Name Throughout Benefits Enrollment

Redirect After Logout

SSN Applied For Field for Dependents

Warning Message for Inactive Dependents or Beneficiaries

Fixes

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Fixes

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General Fixes

Payroll Fixes

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Fixes

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Enhancements

Fixes

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Fixes

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Change Notification for Client Workflow Grid

Payroll Specialists as Notification Recipients

Fixes

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Documentation Enhancements

New and Improved Task Sheets

Release Features

Linked Accrual Plans Feature

Client Enhancements

Enhancement to PTO Classes Form

Enhancement to PTO Register Types Form

HR Enhancements

Enhancement to Employee Details Form

Enhancement to Pay History Adjustment Form

Payroll Enhancements

Enhancement to Data Import Tool

System Enhancements

Enhancement to Updating Employee’s Location

General Fixes

Payroll Fixes

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Fixes

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Enhancements

Fixes

MFA Signup Order

Owner Mismatch Notification

Fixes

Known Issue

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Redirect After Logout for Session Timeouts

Fixes

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Ancillary Brief Description in Spanish

Custom Form Setup Validation

Invalid Launch Restriction

Fixes

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Fixes

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Enhancements to Retirement Export Form

General Fixes

Payroll Fixes

Revision_MR_202412

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Fixes

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Enhancements

Other Enhancements

Fixes

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Install Employee Portal Link as App

Year-End Tax Forms Now Available

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Fixes

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Documentation Enhancements

New and Improved Task Sheets

Release Features

New Benefits Per Hour Form

New Client Notes Category Form

New Confirm Pending Reversal Global Form

New Favorites Template Import Form

New FLSA Exemption Category Form

New Manager User Setup Form

New Mass Archive Employee PTO Registers Form

New Overtime Report Parameters Form

New Project History and Project History Adjustment Forms

New Shift History and Shift History Adjustment Forms

New Work Group History and Work Group History Adjustment Forms

Benefits Enhancements

Enhancement to Group Benefit Plans Form

Client Enhancements

Enhancement to Client Notes Form

Enhancement to Client Security Form

Enhancement to Divisions Form

Enhancement to Worksite Locations Form

HR Enhancements

Enhancement to Employee Address Report

Enhancement to Employee Fields Import Form

Enhancement to Employee Termination Form

Enhancements to Employee Details Form

Payroll Enhancements

Enhancement to Billing Rules (Unbundled) Form

Enhancement to Check Import Batch Status Report

Enhancement to Mass Change Pay Group Form

Enhancement to Offset Impound Accounts Form

Enhancement to Payroll Options Form

Enhancement to Payroll Review Process

Enhancement to SuperBatch Form

Enhancement to Unbundled Billing Rules Import Form

Enhancements to Check History Import Form

Enhancements to Data Import Tool

Enhancements to W/C Billing Modifiers Form

PTO Enhancements

Enhancement to Planned Time Off Requests Form

System Enhancements

Direct Informer Login Setting Update

Enhancement to Client Status Change Form

Enhancement to Users Form

Enhancements to Accounting G/L Detail Download

Enhancements to Change SUTA Flag on Vouchers

Enhancements to Federal Report Performance

Enhancements to New York Tax Reporting Performance

General Fixes

Payroll Fixes

Revision_QR_202411

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Enhancements

Changes to the Relationships form

Changes to the Employee Dependents form

Updated Benefit Plan Selector

Secondary Email Address added to the Payees form

Changes to the Benefit Adjustments form

New Benefit Selector applied to different benefit forms

Consistent Dropdown displays applied to filters

Changes to the Retirement Plan Enrollment form

Changes to the Employee Flexible Spending Accounts form

Enhancement to Group Benefit Plans Form

Fixes

Other Enhancements

Changes to the Benefit Rules form

Changes regarding the Offer Type field

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Enhancements

Fixes

Change to the Register Rebuilds form

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Configuration Template Audit

Hide Employee Portal Navigation

Pay Details Lock Banner Update

Payroll Approval Dashboard Update

Payroll Approval Form Update

Payroll History Form in Employee Portal

Retirement Summary Form

Termination Explanation Character Limit

Time Sheet Review Form Update

Fixes

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Enhancement to Other Tab on Employee Form

Fixes

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Fixes

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Payroll Enhancements

Enhancement to External Third Party Checks Journal Post Form

Enhancement to SuperBatch Form

System Enhancements

Direct Logins From Informer

General Fixes

Payroll Fixes

Revision_MR_202410

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Enhancements

Changes to the Employee Dependents form

Fixes

Known Issue

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Fixes

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Enhancements

Fixes

Other Enhancements

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Evidence of Insurability in Spanish

Fixes

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Fixes

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Documentation Enhancements

New and Improved Task Sheets

Release Features

New Cash Receipts Import Form

New G/L Import Entry Form

New Portal New Hire Import Form

New PTO Accrual Recalculation Form

New Restartable Payroll Feature

Release Highlights

PrismHR Release Highlights

Accounting Enhancements

Enhancement to Cash Receipts Form

Enhancements to Cash Posting Reports Form

Client Enhancements

Enhancement to Commission Maintenance Form

Enhancement to Report Print Options Form

Enhancement to Work Groups Form

Enhancements to Client Details Form

Modernized Button Style on Forms

Employer Enhancements

Enhancement to Client Tax Register Report Form

Enhancement to Worker’s Compensation Exports Form

HR Enhancements

Enhancements to Employee Details Form

Payroll Enhancements

Enhancement to ACH Originators Form

Enhancement to Billing Rules (Unbundled) Form

Enhancement to Detail Time Sheet Entry Form

Enhancement to Employee Payroll Vouchers Form

Enhancement to Employee Voucher Report

Enhancement to Payroll Control Form

Enhancement to Process Payroll Form

Enhancement to Tax Register Detail Report Form

Enhancement to Time Sheet Entry Form

Enhancement to Time Sheet Import Form

Enhancement to Unbundled Billing Rules Import Form

Enhancements to Cash Posting Reports Form

Enhancements to Data Import Tool

Enhancements to Delivery Methods and Special Delivery Forms

Removal of Auto Clear Offsetting Balances Menu Option

PTO Enhancements

Enhancement to Employee PTO Register and Employee PTO Register Inquiry Forms

Enhancement to PTO Benefit Plans Form

Enhancements to Message Templates Form

System Enhancements

Enhancement to ACH Batch Control History Form

Enhancement to Email Services Form

Enhancement to Web Service User Form

Enhancements to Message Templates Form

Enhancements to Notification Control Panel

Enhancements to SuperBatch Form

Enhancements to System Parameters Form

Enhancements to Users Form

Removal of OnHRP Onboarding (ON) Menu Option

General System Enhancements

General Fixes

Payroll Fixes

Revision_MR_202409

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Enhancements

New Employee Selector added

Changes to the Client Benefit Plan Defaults form

Alternative Contribution Rate Group field validations added to the Benefit Rules form

Changes to the Tax Rates for Taxable Life Coverage form

Calculate Safe Harbor 2 Match automatically during New Hire

Rate Group selector search functionality to include Group Name

Changes to the Benefit Plan Setup form

Support for Spanish

60-63 Catch Up

New Button Styles introduced

New Plan ID Selector added

Fixes

Known Issue

Other Enhancements

New View Deduction/Bill Codes Link

Updates to States Offered In Panel

New Officer Details Link

New Deduction Code Field

New EDI File Field

Changes to the Employee Benefit History form

New Terminated - COBRA Data Field

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Access Next Gen Report Center from Employee Portal

Account Dropdown Menu

Filtered Totals on Time Sheet

My Approvals in HR Actions

Pay Rate Change on Time Sheet in Employee Portal

Time Sheet Import

Worksite Trusted Advisors in Employee Portal

Fixes

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Enhancements

Fixes

Other Enhancements

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PrismONE ID Now Available

Account Selection on Login

PrismOne ID Feature Code

Require Mobile Number on Registration

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ACA Life Event

Benefits Enrollment In Spanish

Enhancement to Bulk Change Benefit Plan Form

Enhancements to Pet and Legal Insurance Benefits

Form Library Preview Updated to New UEX

New Benefit Enrollment Notification for Time-Based Hire Date

Trace Log Timestamp Enhancement

Fixes

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Bulk Downloads in Document Management

Documents In Use Cannot Be Deleted

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General Fixes

Payroll Fixes

Revision_MR_202408

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Fixes

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Fixes

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Fixes

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Fixes

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Benefits Enhancements

Enhancement to Global Employee Garnishment Setup Report Form

Employer Enhancements

Enhancement to Tax Register Audit Inquiry Form

HR Enhancements

Enhancement to New Hire Reporting Form

Payroll Enhancements

Enhancement to Bank Accounts Form

System Enhancements

Enhancement to ACH Batch Control Form

General Fixes

Payroll Fixes

Revision_MR_202407

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Fixes

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Fixes

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Fixes

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Enhancements

Fixes

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Fixes

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Documentation Enhancements

New and Improved Task Sheets

Release Features

New Copy Client Settings Form

New Employee Details Loans Form

New Tax Register Audit Inquiry Utility

New Unbundled Billing Rules Import Form

New W/C Policy Update Form

Release Highlights

PrismHR Release Highlights

Accounting Enhancements

Enhancement to G/L Setup Form

Benefits Enhancements

Enhancement to Benefit Plan Setup Form

Client Enhancements

Enhancement to Divisions Form

Enhancement to Projects Form

Enhancement to Worksite Locations Form

Enhancements to Auto Holiday Pay Days Form

Enhancements to Client Details Form

Enhancements to Print Service Options Form

Name Changes for Find Forms

Employer Enhancements

Enhancement to Retirement Exports Form

Enhancement to Transfer Employee to New Client Form

HR Enhancements

Enhancement to Employee Organizational Structure Report

Enhancement to Future Dated Changes Reflected in Audit Logs

Enhancement to Leave Request Approval Process

Enhancement to New Hire Form

Enhancement to Organization Chart Form

Enhancement to Positions Form

Enhancement to PTO Approver Reassignment Form

Enhancements to Employee Details Form

Enhancements to Employee Fields Import Form

Enhancements to Employee Termination Form

Enhancements to Rehire Form

Other Enhancements

Enhancement to Proxy Login Form

Payroll Enhancements

Enhancement to Bill Pending Details Form

Enhancement to Employee Direct Deposit Report Form

Enhancement to Employee Loans Report Form

Enhancement to Employee Payroll Voucher Reversal Form

Enhancement to Invoice Sales Report

Enhancement to Payees Form

Enhancement to Payroll Register Report and Parameters Forms

Enhancement to Payroll Reversal Form

Enhancement to Payroll Voucher Form

Enhancement to Tax Calculation Overrides Form

Enhancement to Unbundled Billing Additional Details Form

Enhancement to Unpaid Employees Report Form

Enhancements to Check History Import Form

Enhancements to Data Import Tool

Enhancements to Employee Deduction Details Form

Enhancements to Payroll Schedules Form

Enhancements to Payroll Validation Report

Enhancements to Process Payroll Form

Enhancements to SuperBatch Form

PTO Enhancements

Enhancement to Employee PTO Register Form

Enhancement to Leave of Absence Form

Enhancement to PTO Auto-Enrollment Rules Maintenance Form

Enhancement to PTO Auto Enroll Rules Form

Enhancement to PTO Benefit Plans Form

Enhancements to Reactivation Form

System Enhancements

Enhancement to ACH Hold Management Form

Enhancement to ACH Hold Management (Internal Payroll) Form

Enhancement to Cost Centers Form

Enhancements for Data Build Notifications

Enhancements to Employee Change Report Performance

Enhancement to Global Search Results

Enhancement to Message Templates Form

Enhancement to New Employee Import Form

Enhancement to New Hire and Dependent Required Fields and Dependent Field Overrides Forms

Enhancement to Notification Control Panel Form

Enhancements to Purge Clients Form

Enhancement to Web Service User Form

Enhancements to ACH Journal Edit/Entry Form

Enhancements to System Parameters Form

Modern Button Style

New Tax Register Audit Inquiry Utility

Removal of Max Amt Before Override Field on System Parameters Form

General Fixes

Payroll Fixes

Revision_QR_202406

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Enhancements

Enhancement to Benefit Plan Setup Form

Enhancement to Benefit Groups Form

Tab Order Updated in Benefit Forms

New Rate Group Selectors with filters added

Changes to Benefit Imports & Reporting Landing Page

Import Quick Links Now Available for Benefit Forms

Changes to Benefit Group History

Changes to the Billing & Premium Rate forms for Inquiry Access

Existing Rate Groups display on Premium Rate Forms

Other Enhancements

Fixes

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Time Sheet Entry in Employee Portal

Employee Termination HR Action

Enhancements to Themes Form for UEX

Pay Widget Updated to New UEX

Prevent Employees from Canceling PTO

Search for Both Legal and Preferred Names

View Total Balance on PTO Summary

Fixes

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Enhancements

Other Enhancements

Fixes

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Duplicate Forms and Workflows in the Form Library

Edit Dependents in Enrollment Workflow

Enhancements to Remote Verification for Form I-9

Gender Designation in Spanish

My Dependents UEX Updates

Notification for Creating Batches of Enrollments

Onboarding Support for Remote Location

Session Timeout Notification

Skip to Content Button for Additional Forms

Fixes

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Enhancements to Advanced Search for Clients and Employees

Enhancements to Document Storage Dashboard

Fixes

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Documentation Enhancements

New and Improved Task Sheets

Payroll Enhancements

Enhancement to Completed Payroll Notes Form

Enhancement to SuperBatch Form

General Fixes

Payroll Fixes

Revision_MR_202405

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Fixes

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Fixes

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Fixes

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Fixes

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Fixes

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General Fixes

Payroll Fixes

Revision_MR_202404

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Fixes

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Workflow Form Library UEX Update

Fixes

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Improvements for Cross-Hired Employee Segments

New Clients Use Default UEX Automatically

Fixes

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Enhancements

Fixes

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Fixes

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Documentation Enhancements

New and Improved Task Sheets

Release Features

New Completed Payroll Notes Form

New Delete Imported Vouchers Form

New Finalized Payroll Notes Form

New SuperBatch Process

Release Highlights

PrismHR Release Highlights

Billing Enhancements

Enhancement to Billing Formats Form

Client Enhancements

Enhancement to Enhanced Dashboard

Enhancement to Invoices Form

Enhancement to New Client Form

Enhancements to Client Details Form

Enhancements to Commission Maintenance and Commission Plan Maintenance Forms

Enhancements to Commission Maintenance Form

Enhancements to Commission Plan Maintenance Form

Enhancements to Compute Commissions Form

HR Enhancements

Enhancement to Employee PTO Detail Report Form

Enhancement to Rehire Form

Enhancement to Self Identity Codes Form

Enhancement to Status Type History Adjustment Form

Enhancements to Employee Details Form

Enhancements to Employee Fields Import Form

Removal of Event Categories Form

Payroll Enhancements

Enhancement to Bill Pending Form

Enhancement to Pay/Deduction Register Adjustments Form

Enhancement to Pay Codes Form

Enhancement to Payday Notifications

Enhancement to Payroll Calculation Error Message

Enhancement to Payroll Status Report Form

Enhancement to Payroll Variance Reports Form

Enhancement to Payroll Voucher Form

Enhancement to PEO Client Accounting Form

Enhancement to Recurring Deductions and Scheduled Deductions Forms

Enhancement to Reprinting Payroll Checks

Enhancement to Scheduled Payments Form

Enhancement to Tax Adjustment Import Form

Enhancement to Third Party Check Advice Report Form

Enhancement to Unbundled Billing Additional Details Form

Enhancements to Approvals Pending Form

Enhancements to Data Import Tool

Enhancements to Payroll Notes Form

Enhancements to Payroll Posting Performance

Enhancements to Payroll Search Performance

Enhancements to Time Sheet Entry Form

Enhancements to Update Payroll Notes Form

PTO Enhancements

Enhancement to Employee PTO Register Adjustment Form

Enhancement to PTO Absence Codes Form

Enhancement to PTO Register Enrollment Form

Enhancements to Employee PTO Register Form

Enhancements to PTO Benefit Plans Form

System Enhancements

Audit Log Formatting

Data Security Restrictions for Terminated Clients

Enhancement to ACH Journal Edit/Entry Form

Enhancement to Change Password Form

Enhancement to Global Configuration Form

Enhancement to System Parameters Form

Enhancement to Users Form

Enhancements to User Roles Form

Improved Register Rebuilds Email Message

Juvod User Role Removed

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Enhancements

Data Import Tool

Benefit Rates Import

Updates to the Retirement Adjustment Register form

System Parameters: Remove Dependent Required Fields Settings

Changes to the Group Benefit Plans form

Changes to the Benefits Summary Statement Setup form

Tab order updated in the Benefit Rules form

Enhancements to the ACA Eligibility Calculation Process

Other Enhancements

Fixes

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Global Employee Dependent Required Fields Settings Enforcement

Preferred Name in Onboarding and Benefits Enrollment

Remove Multiple Benefit Enrollments from a Batch

Skip to Content Button During Onboarding and Benefits Enrollment

Updated Wording for Sending Benefit Confirmation Statement Emails

Fixes

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Enhancements

Fixes

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Enhancements to Document Storage Dashboard Performance

Full Support for Special Characters in Document Names

Upload Documents Using the Mastertax Bulk Import Tool

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Additional Forms Enhanced with New UEX Design

Configuration Option to Hide Estimate PTO Feature

Enhancements to Dependents & Beneficiaries

Payroll Approval Form in Employee Portal

Rehire Form in Employee Portal

Total Compensation Form for Employee Portal

Fixes

Known Issues

Estimate PTO Returns Error for Global PTO Plans

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New Notifications for Time-Based Hire Date

New UI for Symmetry Payroll Forms

Preferred Name in Onboarding and Benefits Enrollment

Skip to Content Button During Onboarding and Benefits Enrollment

Updated Wording for Voluntary Self-Identification of Disability

Upload Two-Sided Supporting Documents

Fixes

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HR Enhancements

Alternate ID for Independent Contractors

Payroll Fixes

Revision_MR_202402

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Fixes

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Enhancements

Fixes

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Fixes

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Upgrade Terminated Templates to New UEX

Fixes

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Map California Wage Notice to PDF Fields

Fixes

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Documentation Enhancements

New and Improved Task Sheets

HR Enhancements

Enhancement to Employee Details Form

General Fixes

Payroll Fixes

Revision_MR_202401

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Fixes

BA_Revision_202401_MR

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Enhancements

Fixes

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Search for Employees by First Name

Advanced Search by Client ID

File Size Limit Increased to 25 Mb

Fixes

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New Hire in EP for Mobile Devices

New UEX Version Number

Fixes

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Changes to I-9 Forms for Non-Applicable Fields

Fixes

PrismHR Help Overview

Conventions

“Global” and “Company”

Navigating PrismHR

Dashboard

Using the Enhanced Dashboard

Viewing Benefit Plans

Viewing Employee Benefit Enrollments

Viewing Employees

Viewing Recent Payrolls

System and General Ledger Setup

Setting Global Accounting Parameters

PrismHR Accounting Setup

Creating Multiple G/L Templates

G/L Template Copy

G/L Chart of Account Maintenance

G/L Template Account Number Swap

G/L Account Numbers in PrismHR

Overview of G/L Account Number Usage

Benefit Plans

Retirement Plans

Setting Up the Billing Code and G/L Account Associations

Billing, Revenue, and Sales Accounting

Payroll Cost and Liabilities

Payroll Accounting

Regular Client Payroll

Internal Payroll

Overtime Pay

Benefit Plan Accounting

PEO/Client Provided and PEO Paid Benefit Plan

Client Provided and Paid Benefit Plan

FSA Plan Accounting

HSA Plan Accounting

Retirement Plan Accounting

Deduction Code Accounting

Voluntary Deduction Rebated to the Client

Voluntary Deduction Not Rebated to the Client

Workers’ Compensation Accounting

Taxes

Accounting for Checking Accounts

Miscellaneous G/L Accounting

Using G/L Account Wildcards

Importing G/L Account Codes

Global Codes Setup for Accounting

Defining General Ledger Accounts

Defining Periods for Your General Ledger

Defining Global G/L Accounts

Defining Codes for Corporate Payroll Accounts

Accounts Receivable Code Files

Configuring AR Terms

About A/R Aging Buckets

Maintaining Aging Buckets

Setting Cash Receipt Rules

Customer-Level A/R Setup

Configuring AR Customer Details

Working with Cash Receipts and Balances

Entering Cash Receipts

Writing Off an Invoice

Importing and Posting Cash Receipts

Check Reconciliation

Automatically Reconciling Checks

Importing Auto Reconciliation Data

Reviewing Auto Reconciled Checks

Posting Auto Reconciliations

Manual Check Reconciliation

Reversing Check Reconciliation

Clearing Outstanding Checks

Rebuilding Registers

Positive Pay

Create Positive Pay Files

Recreate Positive Pay Files

Clearing the Positive Pay File Indicator

Positive Pay File Report

Accounting System Integration

Examining External Journal Posts and External Cash Transfer Posts

Using the External Invoice Post Feature

Resetting Posted Payroll Account Journals

Downloading Great Plains Check or Customer Files

Regenerating Payroll Cost Accounting

Reports

Reconciling Debits and Credits for Client Accounts

A/R Aging Reports and Statements

A/R Transaction Report

Cash Posting Report

Open Balance Report

Check Register (Stale) by Check Number Report

ACH Review Report

Payroll Gross to Net Information Report

Wage Billing by State Report

Troubleshooting ACH Issues

ACH Build Errors

Downloading ACH Files to Your PC

ACH Lock Errors

Introduction

Intended Audience

Important Considerations for Processing ACH in PrismHR

Using ACH Network

ACH Processing in PrismHR

System-Level Setup

ACH Settings in System Parameters

Using ACH Originators

Setting Up ACH Originators for Consolidated Processing

Setting Up ACH Parameters for Bank Accounts

Suspense Accounts

Client and Employee Setup

Setting Up Client ACH

Adjust Client ACH Bill Day

Specifying Maximum Number of Bank Accounts for Employee

Setting Up Employee Direct Deposit Information

File Tasks and ACH Processing

External Payrolls

Processing ACH for External Payroll

Viewing and Rebuilding Files for External Payroll ACH Batch

Holding/Releasing Direct Deposits (External Payroll)

Internal Payrolls

Processing ACH for Internal Payroll

Viewing and Rebuilding Files for Internal Payroll ACH Batch

Holding/Releasing Direct Deposits (Internal Payroll)

Creating or Modifying an ACH Journal

Resubmitting an Individual ACH Transaction

Performing Multiple ACH Processing

Downloading ACH Files to Your PC

Pre-ACH Processing

Overview of the Pre-ACH Process in PrismHR

Changing ACH Billing Day

Setting Up Client’s Pre-ACH Maintenance for Pay Groups

Troubleshooting ACH Issues

ACH Lock Errors

Clearing the Lock on ACH Processing Features

Setting Up ACH Deposits with Cachet Financial Services

Setting Up Group Benefit Plans

Defining Types of Group Benefit Plans

Maintaining Group Benefit Plans

Establishing Basic Parameters for Group Benefit Plans

Maintaining Billing for Group Benefit Plans

Configuring Plan Provisions

Configuring Other Parameters

Maintaining Plan Networks

Configuring Online Enrollment

Listing States Where a Plan is Offered

Maintaining Coverage Amounts

Defining Guaranteed Issue Limits

Configuring Age Parameters

Associating Plan Types with a Plan

Setting Additional Options

Setting Paycheck & Taxes

Maintaining Carrier Codes

Configuring Reporting Options

Storing an Employee’s Benefits Per Hour

Activating Pending Enrollments

Creating Benefit Rule Templates

Importing Benefit Rules

Setting Up Wellness Benefit Plans

Changing the Wellness Status for Multiple Employees

Changing an Employee’s Wellness Status

Viewing an Employee’s Wellness Status History

Setting Premium Rates

Setting Health Plan Premium Rates

Setting Premium Rates Based on Network

Setting Premium Rates Based on Rate Group

Setting Premium Rates Based on Rate Group and Network

Setting Other Type Plan Rates

Setting Life Insurance Premium Rates

Setting Disability Insurance Premium Rates

Setting Disability Insurance Rates by Salary

Setting Disability Insurance Extended Precision Premium Rates

Setting Billing/Premium Rates for Bond Insurance/EPLI

Setting Family Rated Plan Premium Rates

Setting Family Rated Plan Premium Rates by Network

Setting Family Rated Plan Premium Rates by Rate Group

Setting Family Rated Plan Premium Rates by Rate Groups and Network

Copying Rates from Another Plan Type

Setting Insurance Billing Rates

Setting Health Plan Billing Rates by Rate Group

Setting Health Plan Billing Rates by Rate Group and Age

Setting Health Plan Billing Rates by Network

Setting Health Plan Billing Rates by Network and Age

Setting Health Plan Billing Rates by Rate Group and Network

Setting Billing Rates by Rate Group, Network, and Age

Setting Life Insurance Billing Rates

Setting Disability Insurance Billing Rates

Setting Disability Insurance Billing Rates by Salary

Setting Disability Insurance Extended Precision Billing Rates

Setting Bond/EPLI Insurance Billing Rates

Setting Other Type Billing Rates

Setting Family Rated Plan Billing Rates

Setting Family Rated Plan Billing Rates by Network

Setting Family Rated Plan Billing Rates by Rate Group and Network

Establishing Basic Parameters for Group Benefit Plans

Changing Benefit Groups for Multiple Employees

Brokers

Viewing Clients Assigned to a Benefit Plan

Copying a Benefit Plan

Maintaining Enrollment Details

Setting Benefit Network Locations

Setting Up Eligible ZIP Codes

Importing Network ZIP Codes

Changing Benefit Plans for Multiple Employees

Setting Up Retirement Plans

Retirement Plans

Setting Up Basic Information for a Retirement Plan

Setting Up Eligibility Requirements

Setting Up Plan Year Deferral Limits

Setting Up Deductions and Bill Codes Overrides

Setting Up Corporate Accounts

Establishing Retirement Plan Parameters

HSA, FSA, and Section 125 Benefit Plans

Setting Up FSA Account Types and Year Limits

Setting Up Section 125 Benefit Plans

Setting Up Section 125 Plan Years

Setting Up HSA Plans

Setting Up HSA Plan Years

Flexible Spending Account Activity Statement Report

Flexible Spending Account Statement Message

Configuring the Client-Level Setup

Setting Up a Benefit Plan

Applying the Billing Wash Rule

Creating Group Benefit Auto Enrollment (Global)

Benefit Summary Statement Setup

Benefit Summary Statement

Setting Default Parameters for Client Benefit Plans

Setting up Benefit Plan Defaults

Using a Default Benefit Plan Template

Viewing Employees Assigned to a Benefit Plan

Maintaining Benefit Eligibility Groups

Establishing Eligibility by Benefit Group

Benefit Rules

Setting Contribution Rules

Setting Coverage Rules

Establishing Eligibility Rules

Calculating Life Insurance Coverage for Commissioned Employees

Copying a Rule to Another Benefit Group

Building the Benefit Rules XML Download

Benefit Utilities

Establishing Retirement Match Rules

Displaying the Client Benefits Overview

Benefit Medical Rates Report

Setting Up Client Benefits

Creating Group Benefit Enrollments (Client)

Enrolling Employees in Benefit Plans

Manually Enrolling an Employee in a Benefit Plan

Displaying Employee Benefit History

Displaying an Employee’s Benefit Plans

Generate / Print COBRA Payment Coupons

Overriding a Client’s Eligibility Rules

Defining Cafeteria Plan Contributions

Displaying Enrollment History

Displaying Changes to a Benefit Plan

Enrolling a COBRA Participant

Generate / Post COBRA Invoices

Generate / Print Election Notices

Printing COBRA General Notices

Resetting COBRA General Notices

Maintaining COBRA Participant Records

COBRA Dependent Participant Questions

COBRA Participant History Record

Purge COBRA Enrollees

Changing an Employee’s Benefit Billing Record

Displaying Employee Benefit Premium Amounts

Importing Benefits

lrImporting Benefit Rates

Benefit Rates Import Setup & File Import

Billing Rates Age Banded

Billing Rates Composite Rates

Billing Rates Gender Banded

Billing Rates Gender/Spouse Banded

Billing Rates Tobacco Rates

Billing Rates Vary By Network BOTH

Billing Rates Vary by Network

Billing Rates Wellness Rates

Premium Rates Age Banded

Premium Rates Composite Rates

Premium Rates Gender Banded

Premium Rates Gender/Spouse Banded

Premium Rates Rate Groups

Premium Rates Tobacco Rates

Premium Rates Vary by Network

Premium Rates Wellness Rates

Importing Employee Dependents

Setting Benefit Import Parameters

Importing Benefit Enrollments

Importing Benefit Adjustments

Importing Employee Dependents

Importing Company Benefits

Client Benefit Plan Import Fields

Importing Benefit Rules

Benefit Rules Import Fields

Importing Offer Types

Importing Plan Comparison Data

Enrolling Employees in Retirement Plans

Retirement Plan Enrollment

Setting General Retirement Plan Enrollment Information

Defining Financial Details for Retirement Plan Enrollment

Establishing Election Details

Including and Excluding Pay Codes for Retirement Plan Enrollment

Defining Extra Contributions for Retirement Plan Enrollment

Defining Override and Deferral Limits for Retirement Plan Enrollment

Adding or Editing Employee Retirement Loans

Creating or Editing Retirement Register Adjustments

Changing Benefit Plans for Multiple Employees

Performing Bulk Changes to Retirement Plans

Changing an Employee’s Retirement Plan

Displaying Employee Retirement Plan Totals

Maintaining Employee Retirement Loans

Retirement Plan Termination

Enrolling Employees in Flexible Spending Accounts

Employee Flexible Spending Accounts Inquiry

Entering an FSA Reimbursement

Using Benefit Billing Options

Using the Hawaii 1.5% Rule

Setting Up Override Rates for Hawaii TDI Tax

Setting Up Deduction Start Dates

Setting Up Composite Medical, Dental, and Vision Benefit Plans

Settings in Group Benefit Plans

General Settings in Group Benefit Plans

Setting Up Web Enrollment Parameters

Setting Up Plan Types

Setting Up Premium Rates

Setting Up Billing Rates

Optional Settings

Setting Up Family Rated Medical, Dental, and Vision Benefit Plans

Settings in Group Benefit Plans

General Settings in Group Benefit Plans

Setting Up Other Processing Parameters for Family Rated Plans

Setting Up Web Enrollment Parameters

Setting Up Plan Types

Setting Up Premium Rates for Family Rated Plans

Setting Up Billing Rates for Family Rated Plans

Optional Settings

Setting Up Network Banded Medical, Dental, and Vision Benefit Plans

Settings in Group Benefit Plans

General Settings in Group Benefit Plans

Setting Up Other Processing Parameters for Network Banded Plans

Setting Up Web Enrollment Parameters

Setting Up Plan Types

Setting Up Plan Networks

Setting Up Benefit Network Locations

Network Zip Codes

Network ZIP Codes Import

Setting Up Premium Rates for Network Banded Plans

Setting Up Billing Rates for Network Banded Plans

Optional Settings

Setting Up Age Banded Medical, Dental, and Vision Benefit Plans

Settings in Group Benefit Plans

General Settings in Group Benefit Plans

Setting Up Other Processing Parameters for Age Banded Plans

Setting Up Web Enrollment Parameters

Setting Up Plan Types

Setting Up Premium Rates for Age Banded Plans

Setting Up Billing Rates for Age Banded Plans

Optional Settings

Setting Up Gender Banded Medical, Dental, and Vision Benefit Plans

Settings in Group Benefit Plans

General Settings in Group Benefit Plans

Setting Up Other Processing Parameters for Gender Banded Plans

Setting Up Web Enrollment Parameters

Setting Up Plan Types

Setting Up Premium Rates for Gender Banded Plans

Setting Up Billing Rates for Gender Banded Plans

Optional Settings

Setting Up Tobacco Banded Medical, Dental, and Vision Benefit Plans

Settings in Group Benefit Plans

General Settings in Group Benefit Plans

Setting Up Other Processing Parameters for Tobacco Banded Plans

Setting Up Web Enrollment Parameters

Setting Up Plan Types

Setting Up Premium Rates for Tobacco Banded Plans

Setting Up Billing Rates for Tobacco Banded Plans

Establishing Billing Events

Creating Billing Templates

Defining Methods for Billing Clients

System-Level Setup

General Ledger Accounts for Billing

Deduction Codes for Billing

Billing for Retirement Plans

Billing for Group Benefit Plans

Establishing Billing Formats

Client-Level Setup

Defining Billing Rules

Using Bundled Billing Rules

Using Unbundled Billing Rules

Entering Tax Criteria

Setting Up Other Unbundled Billing Rule Parameters

Using Unbundled Bill Rules Based On Options

Establishing State Tax Rates (SUTA)

Defining State Tax Bill Rates (SUTA)

Defining W/C Accrual Modifiers

Adjusting W/C Billing Modifiers

Client Billing

Working with Bill Pending Data

Working with Billing Items

Stack Invoice with Workers’ Comp Broken Out

Setting Up Invoice Header Information

Setting Up Garnishment Setup Fees

Setting Up Form W-2 Billing Fees

Importing Client Bill Pending Data

Importing the File

Viewing Bill Pending for Clients

Introduction

Setting Up a New Client

Creating a New Client Company

Cloning a Client

Copying Client Settings

Deleting a Pending Client

Creating a Client Record

Transferring Employees to New Clients

Using the Mass Employee Transfer Import Tool

Defining Client Billing Information

Defining Billing Rules

Using Bundled Billing Rules

Using Unbundled Billing Rules

Entering Tax Criteria

Setting Up Other Unbundled Billing Rule Parameters

Using Unbundled Bill Rules Based On Options

Establishing State Tax Rates (SUTA)

Defining State Tax Bill Rates (SUTA)

Defining W/C Accrual Modifiers

Adjusting W/C Billing Modifiers

Setting Up Time Off Plans

Tracking Absences

Defining Time Off Types

Creating Time Off Accrual Schedules

Learning About Time Off Plans

Defining Time Off Plans

Setting Up Flat Amount Accrual Method for Time Off Plans

Defining Months Worked Accrual Method for Time Off Plans

Defining Hours Worked (by Hours) Accrual Method for Time Off Plans

Defining Hours Worked (by Months) Accrual Method for Time Off Plans

Defining Hours Worked (by Position) Accrual Method for Time Off Plans

Defining Flat Amount by Hours Worked Accrual Method for Time Off Plans

Defining Unlimited Time Off Plans

Understanding Unlimited Time Off Plans

Linking PTO Accrual Plans

Creating Time Off Absence Codes

Specifying Time Off Auto-enroll Rules

Importing Time Off Auto-enrollment Rules

Setting Up Global PTO Plans

Setting Up Global PTO Register Types

Maintaining Global PTO Benefit Plans

Running the Global PTO Auto Enrollment Report

Configuring Client-specific Global PTO Parameters

Configuring Client-specific Global PTO Override Rules

Setting Up PEO Client Accounting

Setting Up New York SDI Tax

Establishing Other Client Setup Features

Organizing Similar Clients

Creating New Multi-Entity Groups

Establishing Pay Groups

Defining Pay Grades

Defining Positions

Defining Code Description Overrides

Setting Training Course Codes

Maintaining Departments

Maintaining Divisions

Defining Hazardous Materials

Maintaining Mileage Rates

Establishing Project Classes

Establishing Project Phases

Maintaining Projects

Setting Company Shift Parameters

Defining Work Groups

Maintaining Labor Union Information

Including Pay Codes Maintenance for Labor Unions

Excluding Pay Codes Maintenance for Labor Unions

Setting Up Labor Union Codes

Maintaining Property Codes

Creating Commission Structures

Assigning a Benefit Commission Code

Grouping Commissions

Administering PTG Commission Types

Maintaining Client Details

Maintaining Client Information

Maintaining Client Contact and Account Assignment Information

Setting Client Control Parameters

Setting Up Client Benefits

Changing a W/C Policy

Specifying Client Billing Options

Client Miscellaneous Bill Register

Controlling Client Payroll Processing

Benefit Summary Statement Setup

Benefit Summary Statement

Setting Client Time Sheet Parameters

Setting Client Tax Parameters

Storing Miscellaneous Client Information

Creating Notes Templates

Setting Additional Client Parameters

Recording External PTO Balances on Check Pay Stubs

Setting Up Yearly Group-Term Life Tax Rates

Updating Group Term Life

Accessing Features in the Actions Menu

Understanding Client Analytics

Change Reason History- Client Details

Setting Up Messages for All Employees for Clients

Using Client Notes

Setting Commission Levels

Enabling Specialized Features

Specifying Client Custom Feature Codes

Attaching Files to Client Records

Displaying Employee Statistics

Configuring the Company’s ESS Settings

Using ESS Menu Builder

Using ESS Theme Designer

Using Print Service Options

Using Report Print Options

Using Report Parameters Feature

Defining Benefits Billing Report Parameters

Defining Certified Payroll Report Format Parameters

Setting Check Journal Report Parameters

Setting Calculate Checks Report Parameters

Setting Employee Check Acknowledgement Parameters

Setting Payroll Check Journal Report Parameters

Setting Client Allocation Report Parameters

Setting Deduction Register Report Parameters

Setting Fax Back Report Parameters

Setting Payroll Allocation Report Parameters

Setting Payroll No Earnings Report Parameters

Setting Payroll Register Report Parameters

Setting Workers’ Compensation Report Parameters

Managing Client Security Settings

Defining Payroll Shipping Methods for the Client

Entering Information for Custom Fields

Entering User-Defined Fields

Importing User-Defined Fields

Limiting W/C Classes

Viewing W/C Policy History

Changing SUTA Flags on Payroll Vouchers

Adjusting FUTA Credit Amounts

Adding Auto Holiday Pay

Maintaining Auto Holiday Pay Rules

Working with Auto Holiday Pay Days

Auto Holiday Pay Report

Using Client Payroll Processing Options

Establishing Payroll Processing Options for the Client

Setting Up Payroll Approval

Adjusting Summary Time Sheet Columns

Exporting the ExpertPay File

Equifax Setup

Equifax Export

Configuring an Import Template

Managing Pending Payday Notifications

Maintaining Worksite Locations

Sending and Receiving Messages

Maintaining Custom Message Groups

Managing Messages

Configuring New Messages

Setting Other Client Features

Searching for a Client

Client Reports

Defining and Applying Global PEO Accounting Templates

Maintaining Company Contacts

Working with Bill Pending Data

Working with Billing Items

Reviewing Invoice Information

Client Status History

Adjusting Client’s Status History

Updating Client History X-Ref Records

Billing Register

Miscellaneous Billing Review

Computing Commissions

Adjusting Commission Balances

Removing Inactive Customer Data

Working with the Custom Code Translation Table

Creating Translation Tables for Deduction Codes

Converting a PEO Client to an ASO Client

Using Reports

Absence Codes Report

Active Employee Labor Allocation Report

Carrier Plan Billing Report

Client Activity Revenue Report

Client SUTA Billing Rates Report

Conversion Vouchers Total Report

Course Codes Report

Daily Cash Report

Department of Labor Employment Statistics by Client Report

FICA Tip Credit Report

Global Bill Pending Report

Global Client Allocation Report

Health Premium Credit Information Report

PEO Client Accounting G/L Detail Report

Sales Tax Liability Report

Working with Data Retriever

Data Retriever Security

Save Report Template by User Type

Available Data

Update for Imported Checks

Department Codes Report

Division Codes Report

Find Changes to a Client

Find Changes to a File

Location Codes Report

Material Codes Report

Mileage Codes Report

Generating Payday Notification Transmissions

Pay Grades Report

Union Codes Report

Transfer Downloads File to PC

Transfer Accounting Downloads File to PC

Wage Billing by State Report

Background

About the Affordable Care Act

About Year-End Processing: IRS Forms

How the System Builds ACA Data

A General Outline of ACA Processing

System-Level Setup

Configuring Group Benefit Plan Settings for the ACA

Configuring Global ACA Parameters

Client-Level Setup

How the System Determines Employee Eligibility

Setting Up ACA Benefits Eligibility Rules

Configuring Client ACA Parameters

Specifying ACA Large Employer Information

Activating the ACA Data Build

Importing External ACA Hours

Editing Form 1094-C Information

Editing Form 1095-C Information

Importing Form 1095-C Data

ACA 1095‑C Data Import Specifications

Setting Up ACA Offered Employees

Building Form 1094‑C and Form 1095‑C

About 1095 and 1094 Registers

Before You Begin

Excluding Pay Codes from ACA Reports

Setting Up ACA Type Overrides

Including Leave Status Codes on the Eligibility Report

Running the Employee Classification Analysis Report

Running the Monthly ACA Eligibility Report

Running the ACA Eligibility Report

About the Large Employer Test Report

Large Employer Test Report Considerations

Omitting Employees from the Large Employer Test Report

Running the Large Employer Test Report

Establishing ACA Large Employer Status

Running the ACA 9.5% Rule Test Report

Build Procedures

Building ACA 1095 Registers

Rebuilding ACA Data

Deleting ACA Data

Running the ACA Data Status Report

Exporting 1095 Registers

Creating the ACA Third Party Download/1095 Export

Creating the 1094-C Report Download

Creating the 1095-C Report Download

Giving Employees Access to Form 1095-C

Creating 1095-C Election Text

Employee Portal Menu Items for Form 1095-C

Employee Election for Early 1095-C

Run the Electronic 1095-C Report

Build 1095-C Registers for Employees

Display Forms 1095-C In Employee Portal (EP)

Additional Information about Building ACA Forms

ACA Penalty Avoidance Recommendations

More Notes About Offer Code Calculation

Notes on Form 1094‑C and Form 1095‑C

Common Questions about Forms 1094‑C and 1095‑C

Transmitting ACA Data to the IRS

Setting Up ACA Transmitter Control Information

Creating the Test Submission

Creating the ACA Transmission File

Reviewing the ACA Transmission File XML Output

AIR Transmission: Uploading the ACA Files

Entering the IRS Receipt ID

Submitting a Correction

Submitting a Replacement

ACA Transmittal Tips & Tricks

Other ACA Reports

Accessing the ACA Report Library

Granting ACA Report Access to Client Users

Running the Electronic 1095-C Report

Running the ACA 1094 Count Report

Introduction

Background

Important Notes About Tax Reporting

Recording Education Loan Payments Under the CARES Act

Setting Up Core Features

Before You Begin

Setting Up Access to the New Forms

Setting Up CARES Act Compliance

Using the COVID-19 Leave Estimate Report

Configuring System-Level Parameters

Setting Up Client-Specific Overrides

Deferring Employer Social Security Taxes

Tracking Healthcare Payment Credits

Configuring Employee-Level Settings

Other Useful Features

Recalculating COVID-19 Tax Credits & Client Rebates

Viewing Refund Data

Viewing Payroll Batch Calculation Variables

Setting up System-level COBRA Parameters

Generating COBRA Subsidy Credits Automatically

Manually Creating Client-level COBRA Subsidy Credits

Reporting ARPA COBRA Subsidy Credits on the Employer Level of PTS and RTS Files

Processing Form 941

Introduction and Background

About MasterTax RTS 39 through 42

MasterTax RTS 42: Calculations and Workarounds

941 Quarterly Return Worksheet Report

Reports

COVID-19 Credit Tracking Report

Paycheck Protection Program Reports

COVID-19 941 Over-Limit Error Report

Employee Retention Credit Recalc Report

Introduction

SBEA Overview

Setting Up SBEA Compliance in PrismHR

Important Notice About Enabling SBEA Features

Form W-2 for SBEA

System-Level Setup

Enabling the SBEA Feature Set

Flagging Employers as Certified PEOs

Creating Client Federal Entities

Updating Vouchers with SBEA Information

Using the SBEA Voucher Update Utility

About Client Federal Entity Tax Registers

Rebuilding SBEA Client Federal Entity Tax Registers

Setting MasterTax Interface Parameters

MasterTax Files

Other Setup Procedures

Important Note About Creating New Clients

Manually Adding Client Federal Entity IDs

Exclude Internal Employees from SBEA Reporting

Tax Limit Basis for Client Billing

SBEA Settings in Worksite Locations

Form W-2 Processing for SBEA

Build W-2s From Client Federal Tax Registers

Reports

Viewing the Job Control Status Report

Viewing the Federal Entity Tax Register

Client Federal Entity Tax Register Report

Generating the Employer 940 Schedule R Report

Generating the Employer 941 Schedule R Report

Form W-2 Reconciliation Report

Running Tax Register Reconciliation Reports

System-Level Setup

SBEA/COVID-19 Setup

Enabling the SBEA Feature Set

Flagging Employers as Certified PEOs

Creating Client Federal Entities

Updating Vouchers with SBEA Information

About Client Federal Entity Tax Registers

Rebuilding Client Federal Tax Registers

Setting MasterTax Interface Parameters

MasterTax Files

Configuring System Settings

Assigning Offer Types

Maintaining Enrollment Details

Assigning Documentation Rulesets

Setting Up Waive Options

Setting Enrollment Options

Assigning Dependents to Group Plans

Configuring Web Enrollment

Assigning Administrative Roles

Editing Metadata

Configuring Client Settings

Setting Up Benefit Plan Information

Defining Enrollment Plans

Defining Offer Type Setup

Defining Plan Level Setup

Importing Benefits

Setting Benefit Import Parameters

Importing Benefit Enrollments

Importing Company Benefits

Importing Benefit Rules

Importing Plan Comparison Data

Viewing Employee Benefit Confirmation Statements

Setting Up Forms and Workflows

Managing Versions and Revisions

Managing Documents

Uploading a Single Document

Uploading Multiple Documents

Editing a Document

Searching and Filtering Documents

Managing Forms (Benefits Enrollment)

Creating Forms from Prebuilt Forms

Using Prebuilt Forms

Creating a Welcome Form

Creating a Benefit Summary Form

Creating a Confirmation Form

Creating a Custom Form

Adding Field Options

Managing the Workflow Library (Benefits Enrollment)

Creating a Workflow (Benefits Enrollment)

Deactivating Workflows

Bulk Launch Benefit Workflow

Pre-Filtering Bulk Launch Benefit Workflows

Changing Benefit Workflows for Multiple Employees

Review Workflow Request

Downloading Bulk Workflow Results

Bulk Launch Life Event

Setting Up Notifications

Setting Up Notification Templates (Benefits Enrollment)

Setting Up Notification Recipients (Benefits Enrollment)

Using the Notification Control Panel (Benefits Enrollment)

Restarting the Notification Control Panel

Maintaining Life Event Codes

Viewing Life Event Codes and Clients

Creating a New Life Event

Assigning Workflows to Enrollments

Assigning Workflows at the System Level

Assigning Workflows at the Client Level

Assigning Life Event Workflows

Setting Up Anytime Enrollment

Maintaining Web Enrollments

Viewing Web Enrollment History

Changing an Enrollment Period

Assigning a New Workflow

Archiving Enrollment Records

Changing Start and End Dates

Updating the Employee Name and Address Case

Viewing Posting Information

Logging in as an Employee

Tracing Benefit Enrollment

Suspended Employee Enrollment Process

Suspending Benefit Enrollments

Posting Benefit Enrollments

Viewing Unposted Batches

Creating a New Batch

Reviewing a Batch

Posting a Batch

Creating Benefits Enrollment Statements

Using the Dashboard

Generating Reports

Benefit Plans Report

Benefit Reconciliation Report

Benefit Summary Statement

Benefit Summary Statement Setup

Client Enrollment Status by Workflow

EDI History Report

Enrollment Status by Workflow/Client

Employee Benefit Register Report

Employee Enrollment Progress

Global FSA/HSA Deduction Report

Life Insurance Reconciliation Report

Client Enrollment Summary

Notification Audit

Global Dependent Information Report

Global Employee Benefit Detail Report

Global Employee Deduction Setup Report

Global Employee Garnishment by Date Report

Global Employee Garnishment Setup Report

Global Payroll Deduction by Date Report

Global Voucher Liability Report

Overage Dependents Report

Overage Enrollees Report

Pending Benefit Self-Billing Report

Pending COBRA Participants Report

Suspended Employee Enrollment

Retirement Adjustment Transaction Audit Report

Retirement Auto Enrollment Report

Employee Experience Configuration

Working with Themes

Managing Configuration Templates

General

Adding MemberDeals to Employee Portal

Adding USAlliance Federal Credit Union to Employee Portal

Dashboard

Working with the Support Center

Adding Performance Management Widgets to Employee Portal

Adding a Form W‑2 Electronic Enrollment Widget to Employee Portal

Embedding Third-Party Sites in Custom Widgets

Adding Anytime Benefits to Employee Portal

Appearance

Documents

Working with Document Management

Managing Client Overrides

Creating Segments

Creating Alerts

Creating Alerts with Attached Documents

Managing Document Categories

Managing Documents in Document Management

Linking to a Specific Page in Employee Portal After Login

Setting Up MFA for Employee Portal

Activating Onboarding

Enabling Onboarding

Configuring System Settings

Setting Up Approval Policies

Setting Up Form I-9 Approvers

Approving Forms I-9

Working with the Manage Approvals Queue

Maintaining Global Onboarding Options

Maintaining Message Templates

Using Substitution Variables

Editing Metadata

Configuring Client Settings

Enabling Spanish for Onboarding

Setting Up Forms and Workflows (Onboarding)

Managing Forms (Onboarding)

Creating Forms from Prebuilt Forms (Onboarding)

Creating Custom Forms (Onboarding)

Adding Form Library Fields

Setting Up Third-Party WOTC Form Integration

Managing Business Rules (Onboarding)

Creating a Business Rule

Creating a Form Set

Editing a Form Set

Viewing Forms

Including State‑Required Forms

Uploading PDF Files

Managing the Workflow Library (Onboarding)

Creating a Workflow (Onboarding)

Including the Electronic Consent Form

Document Set - Workflow Library

Deactivating Workflows

Managing Versions and Revisions

Generating PDF Files

Setting Up Notifications (Onboarding)

Setting Up Notification Templates (Onboarding)

Setting Up Notification Recipients (Onboarding)

Using the Notification Control Panel (Onboarding)

Managing Notification Objects and Tasks (Onboarding)

Conditional Notifications

Assigning Onboarding Workflows

Assigning Workflows at the System Level (Onboarding)

Assigning Workflows at the Client Level (Onboarding)

Working with the Onboarding Dashboard

Maintaining Workflow Actions

Reopening a Workflow

Editing a New Hire

Suspending a Workflow

Launching a New Workflow

Deleting a Workflow

Registering by Proxy

Viewing a Prehire Audit Log

Unarchiving a Workflow

Launching a New Hire

Logging in as an Employee

Cross Hiring Employees

Reviewing Cross Hire Conflicts

Working with Data Issues

Configuring Electronic Pay Stubs

Working with Pay Card Direct Deposit Accounts

Employee Process for Completing Form I-9 Section 1

Employer-Level Setup

Maintaining Employer Details

Setting Employer Details

Changing Employer IDs

Setting State Tax Information

Setting Online Access for Form W-2

Processing Form W-2 with a Common Pay Agent

Maintaining Invoice Information

Identifying Local Tax Authorities

Change Reason History- Employer Details

Cloning Employer Details

Establishing Employer Tax Rates (SUTA)

Setting Employer W/C Accrual Modifiers

Maintaining Employee Lock-in Information

Building the EES Authentication File

Transferring Employees to New Clients

Using the Mass Employee Transfer Import Tool

Generating Worker’s Compensation Export File

Creating the ESAC Client Export

Exporting Retirement Contributions

401(k) Extended Download

Generic (Non Third Party) Retirement Export

Great West

ING

John Hancock

Kentucky Retirement Systems

Lincoln Financial

Mass Mutual

Michigan Benefit Services

Setting Up Transamerica Retirement Export

Wells Fargo

Viewing the Job Control Status Report

Tax Administration

Employer FICA Tip Credit Report

FICA Tip Credit Report

Federal 940 Credit Reduction Report

FICA Tax Imbalance Report - By Employee

Setting Up Form W-2 Batch Download

Running Client Tax Register Report

Running Tax Adjustment Voucher Report

Running Tax Register Reports

Running Tax Register Reconciliation Reports

Building PrismHR Client Setup JSON Export File

Exporting Quarterly Tax JSON File

Periodic Tax JSON Export

Setting Up Tax Parameters

Working with PrismHR Tax Processing

Exporting Quarterly Tax Data

Exporting Monthly Tax Data

Exporting Daily Tax Data

Exporting IL Employer Monthly Data

Rebuilding the Tax Journal

Locating Employee Tax Withholding Forms

MasterTax Processing

Setup Forms

Building FUTA Credit Reduction Registers

Setting MasterTax Interface Parameters

File Exports

Building the MasterTax Monthly Tax Export

Building the Reconciliation Tax Summary

Creating Payroll Tax Summary Export Files

MasterTax PTS Clear Lock

Quarterly Tax Processing

Government Exports

BLS Multiple Worksite Electronic File

Building the Employer Quarterly SUTA Tax Export

Maintaining the Quarterly Download

Exporting Pennsylvania Local Taxes

Quarterly SUTA Tax Processing (Client Reported)

Building the Arkansas Download

Building the California SUTA Download

Building the Florida Download

Building the Georgia (CSV) Download

Building the Georgia (txt) Download

Building the Kansas Download

Building the Louisiana Download

Building the Massachusetts (CSV) Download

Building the Massachusetts (ICESA Format) Download

Building the Michigan-72 Byte Download

Building the Michigan Standard Download

Building the Ohio Download

Building the Oklahoma Download

Building the Pennsylvania (Bulk by Client Under Employer) Download

Building the Pennsylvania (Individual Client) Download

Building the Pennsylvania (TXT) Download

Building the Tennessee Download

Building the Washington Download

Building the Wisconsin Download

3rd Party Exports

Generating the ADP Quarterly Tax Download

Building the 941 Quarterly Report

Exporting the QEX Plus 941 File

Exporting Quarterly Tax Data

Reviewing Quarterly Employer Tax Liability

Quarterly Tax Reports

California Environmental Fee Worksheet Report

Medicare Tier 2 Report

Pennsylvania Local EIT Quarterly Report

Building the 941 Quarterly Report

New York Form MTA-305 Tax Reporting

New York Quarterly Combined Wage Report

W-2 Processing

W-2 Processing Overview

Handling Errors

W-2 Processes

Creating the Employee SSN Verification Service Download

Clearing Employee SSN Verification Reporting Dates

Creating Employee W-2 Forms

Creating Employee W-2C Forms

Entering External W-2 Benefits

Importing External W-2 Benefits

Viewing the External W-2 Benefits Inquiry

Updating Employee W-2 Records

Viewing the W-2 Record Change Log

Updating Employee W-2c Records

EFW2 Exports

Generating the Detroit EFW2 Download

Creating the EFW2 Download

Creating the EFW2C Re-Submit Download

Edit EFW2C File Status

3rd Party W-2 Export Files

Creating the EES Puerto Rico W-2 Export

Creating the EES Security File Download

Creating the EES Virgin Islands W-2 Export

Creating the EES W-2 Export

Generating the PRPay W-2 Export

Creating the BDS/SOLV W-2 Export

W-2 Reporting

Running the W-2 Forms Needed Report

Running the External Benefits W-2 Report

Running the W-2 Audit Report

Building the Employee W-2 Box 12 Report

Running the W-2 Box Report

Building the W-2 Count by Client Report

Running the W-2 Detail Report

Running the W-2 Local Detail Report

Running the W-2 Reconciliation Report

Running the W-2 Verification Report

Running the W-2c Box Report

Hi Running the W-3 Totals Report

W-2 Setup Reports

Running the Benefit Plan W-2 Reporting Status Report

W-2 Setup

Setting Up Benefit Plans for the W-2 Form

W-2 Parameter Setup

Suppressing Client W-2 Benefits

Creating EFW2 Submitter Codes

Setting Up External W-2 Benefit Classes

Maintaining Local EFW2 Codes

Form W-2 FSA Account Type Reporting

W-2 Printing

Printing Employee W-2 Forms

W-2 Reports

Mass Update W-2 Access

Viewing and Defining Form W-2 Layouts

1099 Processing

1099 Processes

Adding or Updating an Employee 1099 Record

Viewing the 1099 Record Change Log

Creating Employee 1099 Forms

1099 Exports

Downloading the IRS Form 1099 e-File

Downloading the Maine 1099 e-File

Creating the BDS/SOLV 1099 Download File

1099 Reporting

Running the 1099 Forms Report

Printing Employee 1099 Forms

Working with 1099 Forms

1099 Printing

Viewing and Defining Form 1099 Layouts

Reprinting Form 1099 for Employees

Processing Contract Employees

Setting Up Contractors

Selecting Contractor New Hires

Inquiries

Searching for Client Tax Information

Viewing the Employee Tax Summary

Viewing an Employer Tax Register

Viewing an Employee Tax Register

Reviewing Tax Register Audits

Reports

1094-C Report Download

1095-C Report Download

ACA Transmission File

Active Employee Labor Allocation Report

Benefits Billing Detail Report

COVID-19 Leave Estimate Report

COVID-19 Credit Tracking Report

EDI History Report

Creating the EEO-1 Download Report

Electronic 1095C Report

Emergency Contact Report

Employee Reports

Employee Address Report

Employee Age Report

Employee Birthday Report

Employee Census Report

Employee Contact Information Report

Employee Department Report

Employee Dependents Report

Employee ID Report

Employee Name Report

Employee Organizational Structure Report

Employee Property Report

Employee Anniversary Report

Employee Change Report

Employee Count Analysis Report

Employee Elections Report

Employee Event Codes Report

Employee FSA Balance Summary Report

Employee Hours by Active Weeks Report

Employee Master Report

Employee New Hire Report

Employee Pay Rate Report

Employee Ranked Service Report

Employee Retirement Loans Detail Report

Employee Retirement Loans Report

Employee Status As Of Date Report

Employee Skills Report

Employee Terminations Report

Employee Test Results Report

Employee Time Off Detail Report

Employee Total Compensation Report

Employee Turnover Report

Employee with Status as of Date Report

E-Verification Update Report

OSHA Report

OSHA 300A File Download

PYTD Retirement Contribution Summary

Ranked Salary Report

Retirement Matching Percent Report

Reviews Due By Month Report

Salary As Of Report

Statistics by Position Report

Time Off Approval Report

Time Off Hours Taken Report

Veterans Employment Report

Workers Comp Analysis by Company/Class Code Report

Transfer Downloads File to PC

Finding Changes to an Employee

Find Changes to a File

Setting Up System-Level Human Resources Codes

Maintaining EEO Ethnic Codes

Maintaining EEO Class Codes

Maintaining EEO Position Group Codes

Maintaining Position Classifications

Maintaining Employee Statuses

Establishing Employee Types

Maintaining Employee Suffixes

Creating Reason Codes

Maintaining Relationship Codes

Establishing OSHA Event Codes

Setting New Hire Questions

Setting Up Client-Level Human Resources Codes

Establishing Codes for Event Types

Creating Events to Display in ESS

Defining Hazardous Materials

Establishing Employee Ratings

Maintaining Skill Codes

Setting Training Course Codes

Overriding Global Required New Hire and Employee Dependent Fields

Setting Approval Policies

Understanding Human Resources Roles

Defining Employee Positions

Defining Positions

Maintaining Employee Details

Defining Employee Name and Contact Information

Maintaining an Employee’s Personal Information

Establishing and Maintaining Employee Address Information

Overriding Geocode for Employee Residence

Assigning School District GeoCodes

Maintaining Work-related Employee Information

Establishing and Maintaining Employee Pay Information

Establishing Employee Tax Information

Depositing All or Part of Employee’s Net Payment

Tracking Employee Skills and Education

Tracking Employee Property

Tracking Other Employee Information

Using the Employee Details Action Menu

Changing an Employee’s User Password

Setting Up Messages for Employees

Attaching Files to Employee Records

Maintaining Employee Notes

Viewing all Garnishments for an Employee

Viewing Loans for Selected Employee

Reviewing Employee Events

Viewing an Organization Chart

Reporting Qualified Overtime and Tips

Printing an Employee’s W-2 Form

Identifying Employee Gender Designation and Preferred Pronouns

Performing Employee Fields Import

Understanding Employee Fields Import Workflow

Importing Employee Data

Generating and Downloading an Import Spreadsheet

Updating Employee Fields from an Import File

Multi-Selectors and Dynamic Filtering

Saving the Spreadsheet as a Template

Employee Fields Transaction Report

Downloading the eFlex by Pay Date File

Managing Employees’ Dependents and FMLA Events

Maintaining Employee Dependents

FMLA Events

Defining Job Applicants and New Hires

Job Candidate Status Codes

Maintaining Job Candidates Information

Setting Up New Hire Information

Importing New Hires from Employee Portal

Entering New Hire Notes

New Hire Download Processing

New Hire and Termination Reporting Center

Clearing New Hire Reporting Dates

Clearing Employee SSN Verification Reporting Dates

Setting a New Hire Reporting Date

New Hire Reporting

Termination Reporting

Defining OSHA and Workers’ Compensation Case Files

Creating and Updating OSHA Case Files

Setting Up Workers’ Compensation Cases

Adding Workers’ Compensation Case Notes

Updating Employee Records

Changing an Employee’s Department

Changing an Employee’s Division

Changing an Employee’s Location

Changing an Employee’s Project

Changing an Employee’s Work Group

Changing an Employee’s Work Shift

Making a Location Change for Multiple Employees

Making a Pay Rate Change for an Employee

Making a Pay Rate Change for Multiple Employees

Changing an Employee’s Position

Manually Enrolling Employees in Time Off Register

Processing Time Off Auto Register Enrollment

Processing PTO Approver Reassignments

Working with Planned Time Off Requests

Correcting a Duplicate Employee Record

Entering Employee Absences

Tracking Employee Leaves of Absence

Processing Mass Employee Changes

Inactivating Mass Employee Direct Deposit Records

Working with Backdated Leave Requests

Reactivating an Employee

Terminating an Employee

Creating Records for Terminated Employees

Terminated Take On Employee Maintenance

Terminated Take On Employee Maintenance Audit

Rehiring a Terminated Employee

Performing Status Type Changes

Setting up Changes to an Employee’s Benefit Group

Performing Employer Reassignment

Resetting Blocked Filing Status

Using the Approval Process

Working with Pending Approvals

Managing Pending Approvals

Reviewing Standard Approvals

Reviewing Processed Approvals

Updating Employees’ Historical Information

Division History Adjustment

Location History Adjustment

Changing Effective Date for Employee Pay Rate Changes

Position History Adjustment

Changing Employee Statuses

Adjusting Accrued or Carryover Hours for Employees

Department History Adjustment

Benefit Salary Maintenance

Importing 401(k) Adjustment Information

Importing Time Off Adjustment Information

Accessing Employee Information

Viewing Department Updates for Employees

Viewing Division Updates for Employees

Viewing Location Updates for Employees

Viewing Position Updates for Employees

Viewing Project Updates for Employees

Changing Project Updates for Employees

Viewing Shift Updates for Employees

Changing Shift Updates for Employees

Viewing Work Group Updates for Employees

Changing Work Group Updates for Employees

Viewing an Employee’s Pay History

Viewing Employment Status Updates for Employees

Performing an Employee Time Off Register Inquiry

Viewing Employee Time Off Register

Viewing W/C Policy History

Deleting Mass Employee Time Off Registers

Archiving Mass Employee Time Off Registers

Using the Data Import Tool

Importing ACA Offered Employees

Importing ASO Accounting Codes

Importing Auto Holiday Pay Days

Importing Auto Holiday Pay Rules

Importing Backup Account Assignments

Importing Benefit Adjustments

Importing Bill Pending Data

Importing Certified Pay Rates for Projects

Importing Client Account Assignments

Importing Client BE/OE Workflows

Importing Client Benefits

Importing Client Commissions

Importing Client Details

Importing Client Details Special Delivery Instructions

Importing Client Taxes

Importing Department Codes

Importing Division Codes

Importing Eligible Benefits

Importing Eligible ZIP Codes

Importing Employee Dependents

Importing Employee Direct Deposit

Importing Employee Loan Data

Importing Employee One-Time Deductions

Importing Employee Position Rates

Importing Employee Property

Importing Employee Recurring Deductions

Importing Employee Resident Addresses

Importing Employee Scheduled Payments

Importing Employee Skills and Educational Information

Importing Employer Details

Importing Employer Tax Rates (SUTA)

Importing Employer W/C Accrual Modifiers

Importing Global Workers’ Compensation Classification Rates

Importing Global Workers’ Compensation Classifications

Importing Labor Allocations

Importing Miscellaneous Invoices

Importing Network ZIP Codes

Importing Offer Types

Importing Pay Code Total Compensation Category

Importing Plan Comparison Data

Importing Position Classifications

Importing Position Codes

Importing Project and Cost Codes

Importing Rate Groups

Importing Shift Codes

Importing State Tax Rates (SUTA)

Importing State Tax Bill Rates (SUTA)

Importing Workers’ Compensation Billing Modifiers

Importing Worksite Locations

Performing Employee Fields Import

Importing and Posting Cash Receipts

Setting Benefit Import Parameters

Importing Benefit Rules

Importing Client Benefit Plans

Importing 401(k) Adjustment Information

Importing EEO-1 Data

Using the New Employee Import Dashboard (Batch Management)

Importing Time Off Auto-enrollment Rules

Importing New Hires from Employee Portal

Importing Multiple Unbundled Billing Rules

Importing Employee Tax Basis from Successor

Using the Mass Employee Transfer Import Tool

Importing Third Party Sick Pay Adjustments

Importing Time Off Adjustment Information

Managing Batches for Check Import Process

Import Setup

Check History Import State Tax Processing Rules

Check Import Batch Status Report

Importing Tax Register Adjustments

Importing the Data File

Uploading Multiple Documents

Importing Favorites

Importing G/L Account Codes

Setting Up Pay Import Definitions

Importing External W-2 Benefits

Managing Batches for Check Import Process

Fields Included in Each Import

New Employee Import Overview

Using the New Employee Import Dashboard (Batch Management)

Managing Code Translations and Import Field Mappings

Creating and Editing Import Mappings

Setting Up the New Employee Import

Working with New Employee Import Data Mapping

Reviewing New Employee Import

Reviewing and Fixing Data

Adding New Codes

Understanding Company Import Information

Using Employee Exclusion Report

Confirming New Employee Import

Payroll Code Files

Establishing Workers’ Compensation Insurance Policy and Carrier Information

Establishing Workers’ Compensation Rate Templates

Defining W/C Classifications

Defining W/C Classification Rates

Viewing or Editing Workers’ Compensation Rates

Maintaining Position Classifications

Setting Up Vendors to Receive Payments

Maintaining Global Deduction Codes

Using Corporate/Staffing Accounting

Rate Tables

FLSA Ruleset

Working with Pay Codes

Defining Pay Code Calculation Rules

Defining Maximum Earnings

Exempting Taxes

Creating Weighted Average Calculations for Pay Codes

Overtime Calculation Examples

System-Level Setup

Maintaining Bank Accounts

Positive Pay Setup

Suspense Accounts

Working with ACH Impounding

Bank Routing

Using ACH Originators

Establishing Payroll Holidays

Establishing Pay Schedules

Creating Payroll Processing Schedules

Defining Delivery Methods

Company-Level Setup

Defining Billing Rules

Using Bundled Billing Rules

Using Unbundled Billing Rules

Entering Tax Criteria

Setting Up Other Unbundled Billing Rule Parameters

Using Unbundled Bill Rules Based On Options

Importing Multiple Unbundled Billing Rules

Establishing Pay Groups

Moving Employees from One Pay Group to Another

Establishing State Tax Rates (SUTA)

Defining State Tax Bill Rates (SUTA)

Defining W/C Accrual Modifiers

Adjusting W/C Billing Modifiers

Posting External Third Party Checks Journal

Labor Allocation Templates

ASO Accounting

Creating Core Chart of Account Numbers

Building Structure for Chart of Accounts Segments

Setting Up the ASO Global G/L Account

Maintaining Client and Employee Allocation Parameters

Regenerating Invoice Accounting

Prefix/Suffix Overrides

Payroll Accounting

All Deduction Codes

All Benefit Plans

All Workers’ Compensation States

All Tax Codes

Maintaining ASO Client Accounting

Bill Code ASO Accounts

Setting Up ASO Client Accounting

Working with PEO Client Accounting

Using PEO Client Accounting Wildcards

Setting Up Per Diem Wages

Percentage Method

Mileage Method

Daily Method

Setting Up Reported Tips

Setting Up Work Shift Differential Pay

O Method FLSA Calculation of D/T Hours

Setting Up ACH Deposits with Cachet Financial Services

Import Definition Files

Setting Up Pay Import Definitions

Performing Standard Pay Imports

Employee Payroll Information

Settings in Employee Details

Deduction Sequencing

Recurring Deductions

Deduction Type Definitions

Deduction Methods

Employee Deduction Detail

Setting Up and Tracking Employee Loans

Employee Garnishments

Child Support Garnishments

Spousal Support Garnishments

IRS Tax Levy Garnishments

State Tax Levy Garnishments

Franchise Tax Board Garnishments

Bankruptcy Order Garnishments

Creditor Wage Garnishments

Student Loan Garnishments

Updating Employee Garnishment Details

Voiding a Garnishment Check

State Garnishment Rules

Employee Deduction Arrears

Employee Position Rates

Override Rates

Lifetime Hours

Creating Text Messages

Adding Messages to Invoices

Setting Up Messages for All Employees for Clients

Setting Up Messages for Employees

Reversal and Void Processing

Employee Payroll Voucher Reversal

Reversing a Voucher that Includes ACH

Confirming Payroll Voucher Reversals

Globally Reviewing Pending Payroll Voucher Reversals

Reversing a Batch

Voiding Payroll Batch or Voucher

Voiding a Payroll Batch

Voiding Individual Paychecks

Import Processing

Using the Data Import Tool

Importing ACA Offered Employees

Importing ASO Accounting Codes

Importing Auto Holiday Pay Days

Importing Auto Holiday Pay Rules

Importing Backup Account Assignments

Importing Benefit Adjustments

Importing Bill Pending Data

Importing Certified Pay Rates for Projects

Importing Client Account Assignments

Importing Client BE/OE Workflows

Importing Client Benefits

Importing Client Commissions

Importing Client Details

Importing Client Details Special Delivery Instructions

Importing Client Taxes

Importing Department Codes

Importing Division Codes

Importing Eligible Benefits

Importing Eligible ZIP Codes

Importing Employee Benefits Per Hour

Importing Employee Dependents

Importing Employee Direct Deposit

Importing Employee Loan Data

Importing Employee One-Time Deductions

Importing Employee Position Rates

Importing Employee Property

Importing Employee Recurring Deductions

Importing Employee Resident Addresses

Importing Employee Scheduled Payments

Importing Employee Skills and Educational Information

Importing Employer Details

Importing Employer Tax Rates (SUTA)

Importing Employer W/C Accrual Modifiers

Importing Global Workers’ Compensation Classification Rates

Importing Global Workers’ Compensation Classifications

Importing Labor Allocations

Importing Miscellaneous Invoices

Importing Network ZIP Codes

Importing Offer Types

Importing Pay Code Total Compensation Category

Importing Position Classifications

Importing Plan Comparison Data

Importing Position Codes

Importing Project and Cost Codes

Importing Rate Groups

Importing Shift Codes

Importing State Tax Bill Rates (SUTA)

Importing State Tax Rates (SUTA)

Importing Tips and Overtime Data

Importing Third Party Sick Pay Adjustments

Importing Workers’ Compensation Billing Modifiers

Importing Worksite Locations

Using the Mass Employee Transfer Import Tool

Configuring Direct Pay Entries

Processing Direct Pay Entries

Managing Batches for Check Import Process

Import Setup

Check History Import State Tax Processing Rules

Check Import Batch Status Report

Posting External Third Party Checks Journal

Performing Slavic 401K Imports

Other Processing

Pay Check Calculator

Calculating Net Pay

Net-to-Gross Calculator

Tracking Payments to Employees

Creating and Deleting Invoices for Miscellaneous Charges

Miscellaneous Charges

Reprinting Payroll Checks

Reprint Garnishment Checks

Employer Reassignment

Regenerate ASO Client Accounting

Recalculating Workers Compensation for a Payroll

Managing Pending Payday Notifications

Identifying Gross Pay/Negative Hours Less Than Zero

Processing Pay On-Demand Payments

Clearing the Lock on Pay On-Demand Processing Features

Deleting Imported Vouchers

Inquiries

Listing and Reprinting Employee Payroll Vouchers

Listing Details Associated with a Selected Employee Voucher

Working with Employee Pay Summaries

Viewing Employee SUTA or SDI Tax Deduction

Viewing Quarterly Tax Summary

Working with Employee Tax Deferral Register

Viewing Payroll History

Listing Payments in a Payroll

Reviewing Paid Vouchers and Invoice Billing Line Item

Viewing Billing Voucher Details

Voucher Tab

Workers’ Comp Tab

Deductions/Benefits Tab

Admin Fees Tab

Payroll Tax Tab

Viewing Payroll Check Register

Reviewing Payroll Journal Data

Working with Payroll Notes

Maintaining Payroll Notes

Working with Completed Payroll Notes

Working with Finalized Payroll Notes

Dashboards

Total Compensation

Turnover Dashboard

Payroll Variance Analysis

Troubleshooting

Payroll Error Messages

Time Sheet Errors

Pay Method Not Setup

Pay Rate Change Not Approved

Outstanding PTO leave request

Calculation Errors

Unable to Find Benefit Rate Record

No Benefit Rate for Rate Group

Plan Requires Premium Rate Group

Coverage Detail Effective Date Not Found

Cannot Find Plan Type

Cannot Read SUTA Rate

Cannot Read SUTA Cross-Reference Record

Federal Entity ID Missing

Employer State Tax Number Not Set Up

Employer Not Licensed as a PEO

Manual Tax Forms Not Handled

GeoCode Not Assigned

Invalid Federal Filing Status

State Filing Status Missing

Cannot Adjust Deductions

Cannot Determine Retirement Plan

Retirement Plan Match Rules Not Set Up

Cannot Read FLSA Ruleset

Invalid Work Week Ending Day

W/C Rates Cross-Reference Not Found

W/C Billing Modifier Cross-Reference Not Found

No Valid Workers’ Comp Codes Match

Employer-Based W/C Modifier Cross-Reference Not Found

Cannot Find W/C Class

Comp Code Does Not Have Rate on Template

G/L Accounting Not Set Up

Account Not Valid in G/L Chart

No Valid Billing Template

Debit Account Not Found

Posting Errors

Third Party Checking Account Not Set Up

Client Status Does Not Allow Finalizing a Payroll

Batch Not Yet Initialized

Time Sheet Import Issues

Time Sheet Import Has No Records

Amount Did Not Import

Cannot Find Data Import File

Pay Code Will Not Import

Pay Code Field Is Not Mapped

Mixed Mapping

Common Issues with FLSA Rulesets

FLSA Ruleset Not Applied to Any Employees

FLSA Ruleset for Tipped Employees Not Applied

Apply FLSA Ruleset to Employees Added by Time Sheet Import

FLSA Ruleset for Biweekly Payroll

Processing Third Party Checks

Maintaining Third Party Payees Vendor Information

Defining Voluntary Third Party Deductions

Setting Up Third Party Check Printing Mode

Generating Third Party Check Information

Performing Third Party Check Processing

Creating a Third Party Check Processing Batch

Posted Third-Party Check Batches

Posting a Third Party Check Processing Batch

Reprinting Third Party Checks

Running Third Party Check Posted Batch Report

Voiding Third Party Checks

Managing Transactions On Hold

Payroll Processing Guidelines

Establishing Information for Processing Payrolls

Cloning Previous Payrolls

Setting Special Processing Options

Creating Payroll Reason Codes

Using Payroll Control Quick Load

Using Regular Payroll Control Quick Load

Add Employees to Payroll

Processing History

Working with Employee Timesheet Information

Processing Payroll

Calculating Payroll Vouchers

Authorization Code for Backdated Payroll

Recalculate Taxes on Vouchers

Recalculate Taxes on Vouchers - Unemployment

Recalculate Taxes on Vouchers - Miscellaneous

Recalculate Taxes on Vouchers - Medicare

Recalculate Taxes on Vouchers - OASDI

Recalculating Alabama Income Tax Exempt Wages

Recalculating Billing Taxes on Vouchers

Reviewing Payroll Reports

Finalizing the Payroll

Generating Payroll Reports

Processing Payroll: Wire Transfer Pending Status

Tracking Voluntary Deductions To Arrears

Tracking Arrears at the System Level

Tracking Arrears at the Client Level

Tracking Arrears at the Employee Level

Recalculating Overtime in a Payroll

Recalculating COVID-19 Tax Credits & Client Rebates

Refunding a Garnishment Payment

Setting Up Pay Cards and Direct Deposit

Changing Employer IDs on Payroll Vouchers

Processing Payroll for a Terminated Client

Regenerating and Reposting Multiple Payrolls and Invoices

Processing Pay On-Demand Payments

Clearing the Lock on Pay On-Demand Processing Features

Identifying Employees with Pay On-Demand Accounts

Using SuperBatch

Viewing Payroll Batches in SuperBatch

Calculating Payroll Vouchers

Reviewing a Payroll

Performing Payroll Batch Approval

Finalizing Payroll

Printing and Mailing Payroll Batches

Understanding the SuperBatch Status Icons

Entering Time Sheets

Actions Menu in Time Sheet Entry

Adding Employee to Payroll

Restoring Recently Changed Information

Working with Header Bar in Time Sheet Entry

Filter Time Sheet Data

Show and Hide Time Sheet Columns

Tips on Using the Time Sheet Forms

Time Sheet Entry Keyboard Shortcuts

Standard Time Sheet Column Definitions

Gross Pay

Time Sheet Analytics

Making Summary Timesheet Entries

Making Detail Time Sheet Entries

Other Time Sheet Entries

Assigning Hours to New Pay Rate

Processing Paid Time Off

Automating Calculation of Employee Retroactive Pay

Importing the Data File

Importing Timesheet Deductions

Processing Approvals

Approvals Pending

Processing Standard Payroll Approval

Viewing Payroll Reports and Downloadable Output Files

Processing Multistep Payroll Approval

Viewing Invoice Details

Listing Pending Payments

SuperView

Using the Payroll Dashboard

Processing On Demand Checks

Approval Policy Setup

Setting Global Approval Policies

Setting Approval Policies

Creating Custom HR Approval Roles

Using Client Payroll Processing Options

Establishing Payroll Processing Options for the Client

Setting Up Payroll Approval

Adjusting Summary Time Sheet Columns

Using the Approval Process

Working with Pending Approvals

Reviewing Standard Approvals

Reviewing Processed Approvals

Payroll Overrides and Other Entries

Payroll Option Templates Overview

Managing Payroll Option Templates

Client Setup for Payroll Option Templates

Global Management of Payroll Option Templates

Applying Payroll Option Template in Payroll Control

Applying Payroll Option Template in the Time Sheet

Payroll Option Template in Employee Voucher

Entering Multiple Fixed, Pre-calculated Payments

Importing Payments File into a Payroll

Using the Batch Payments Import File Format

Scheduled Deductions

Scheduled Deductions Import

Scheduling ‘One-Time’ Deductions Imports

Scheduled Payments

Recurring Deduction Overrides

Tax Calculation Overrides

Suppressing Taxes

Suppressing Tax Calculation

Blocking and Suppressing Taxes

Resetting Blocked Filing Status

Vacation Pay Override

About Adjustment Processing

Processing Tax Adjustments to Tax Register

Importing Tax Adjustments

Importing Tax Register Adjustments

Transfer Tax Basis Entry

Importing Employee Tax Basis from Successor

Adjusting Third Party Sick Pay Records

Fringe Benefit Pay Entry

Reclassify Direct Deposit

Redirecting Direct Deposit Amounts

Checks for Adjustments

Recalculating COVID-19 Tax Credits & Client Rebates

Adjusting Incorrectly Posted Pay and Deduction Amounts

Report Parameters

Defining Benefits Billing Report Parameters

Defining Certified Payroll Report Format Parameters

Setting Check Journal Report Parameters

Setting Calculate Checks Report Parameters

Setting Employee Check Acknowledgement Parameters

Setting Client Allocation Report Parameters

Setting Client Allocation Formats

Setting Deduction Register Report Parameters

Setting Fax Back Report Parameters

Setting Overtime Report Parameters

Setting Payroll Allocation Report Parameters

Setting Payroll Check Journal Report Parameters

Setting Payroll No Earnings Report Parameters

Setting Payroll Register Report Parameters

Setting Workers’ Compensation Report Parameters

Viewing the Job Control Status Report

Reports

Additional Fixed Income Tax Override Report

Additional Income Tax Override Report

Allocated Tips by Batch Report

ASO Client Payroll Accounting Journal Detail Report

ASO Payroll Register Report

Auto Holiday Pay Report

Batch Register Report

Benefit Adjustment Report

Benefit Register Employer Report

Calculate Checks Report

Certified Payroll Report

Certified Payroll XML Download Report

Client Allocation Report

Client Bill Rate Report

Client Check Register Report

Client Federal Entity Tax Register Report

Create Client Accounting Download Report

Deduction Code Detail Report

Deduction Code Summary Report

Deduction Register Report

Department of Labor Employment Statistics Report

Eligible Time Off Hours Report

Employee Check Register Report

Employee Direct Deposit Report

Employee By Location Within Pay Group Report

Employee Hours By Month Report

Employee Loans Report

Employee Match Code Register Report

Employee Other Deductions Report

Employee Period Pay and Hours Audit Report

Employee Time Off Accruals Report

Employee Time Off Summary Report

Employee Scheduled Payments Report

Employee Suppressed Taxes Report

Employee Tax Credit Report

Employee Voucher Report

Employee with Status as of Date Report

Fax Back Report

Find a Check from Amount Report

Find Changes Made by a User

Find Changes to a File

Find Voucher from a Credit Account or Amount

Find Voucher from a Debit Account or Amount

FLSA Classification Analysis Report

FLSA Exempt Compensation Report

Generating Payday Notification Transmissions

Generating PFML Bulk Processing Files

Generating the Payroll Validation Report

Generating Third Party Check Information

Global Payroll Deduction in Arrears Report

Global Pending Reversals Report

Global Unpaid Employees Report

Gross-To-Net Billing Report

Gross-To-Net Register Report

Identifying Employees with Pay On-Demand Accounts

Identifying Gross Pay/Negative Hours Less Than Zero

Invoice Accounting Detail Report

Invoice Sales Report

Invoice Variance Report

Labor Distribution Report

Memo Pay Code Report

New York Disability Benefits Payroll Report

Non Scheduled Payroll Status Report

Obtaining Employee Deductions for Insurance Carriers

Obtaining Time Off Carryover Loss for Employees

Overtime Report

Paid To Date Pay Register Report

Pay Code Detail Report

Pay Code Summary Report

Pay Period Time Off Report

Payroll Allocation Report

Payroll Audit Report

Payroll Billing Summary Report

Payroll Cash Requirement Report

Payroll Check Count By Client Report

Payroll Check Journal Report

Payroll Check Printing Report

Payroll Client SUTA Tax Register Audit Report

Payroll Cost Report and Parameters

Payroll Cost Report - Standard

Payroll Deduction in Arrears Report

Payroll Detail Register Report

Payroll Disbursement Report

Payroll Earned Income Credit Report

Payroll Tax Report

Payroll Garnishment Report

Payroll Gross to Net Information Report

Payroll Register Report

Payroll Reports

Payroll Restaurant Tip/Tax Credit Report

Payroll Retirement Contributions Report

Payroll Status Report

Payroll Summary Report

Payroll Tax Override By Client Report

Payroll Third Party Deduction Register Report

Payroll Variance Reports

Payroll Voucher Report

Payroll Withholding Block/High Limit Report

Positive Pay File Report

Quarterly Wage and Tax Summary

Retirement Contribution Register Report

Running Tax Register Reconciliation Reports

Running the Global PTO Auto Enrollment Report

Security Changes Report

SUTA Tax Liability Report

Tax Liability Report

Tax Register Detail Report

Tax Register Summary Report

Talx Tax Credit and Incentive Download

Third Party Sick Pay Report

Time Sheet Report

Time Sheet Report (From Vouchers)

Transfer Accounting Downloads File to PC

Transfer Tax Basis from Successor Report

Transfer Downloads File to PC

Unpaid Employees Report

Voucher Account Detail Report

WH347 Report

Workers’ Compensation Report

User Roles, Users, and MFA Security

Security Best Practices

Defining Client Access Groups

Defining User Roles

Understanding Role-Based Security

Service Provider and Worksite Manager Roles

Creating a New Role

Copying a User Role

Editing a User Role

Maintaining User Roles

Updating User Role Descriptions

Configuring Field Security

Adding Bulk Form Access

Deleting a Role

Maintaining Document Security

Editing a Service Provider User

Validating the Payroll Process

Editing a Worksite Manager User

Editing a Worksite Trusted Advisor

Editing a Worksite Employee User

Establishing User Data Security

Defining the Worksite Manager/Trusted Advisor Proxy Role for Service Providers

Changing the User Type

Granting User Access to Former Clients and Employees

Viewing Login History

Setting User Access to Printers

Setting Client Device IP Range

Setting Up Manager Users

Multi-Factor Authentication Security

Configuring MFA Email Templates and Services

Enabling Multi-Factor Authentication

Resetting MFA Passwords For Trusted Advisors

User Account Access with MFA

Reauthorizing Standard MFA Login

Resetting Forgotten Passwords For MFA Login (Trusted Advisors)

Changing Passwords

System Parameters

Maintaining System Parameters

Setting General System Parameters

Viewing the Audit Log

Using Custom Feature Codes

Setting Up Global Codes

Setting Global Accounting Parameters

Customizing My Support Team Dashboard Contacts

Clearing Backup Account Assignments

Defining a Custom Process

Specifying Direct Deposit Terms and Conditions

Setting Up Documentation Servers and Directories

Attaching Files to Client Records

Setting Up Automated Email Messages

Establishing SSO Services

Setting Up Email Templates for MFA

Maintaining ESS Menus

Setting ESS Menu Tile Images

Selecting Default Menus with ESS Menu Builder

ESS Menu Tile Images

Customizing ESS with the Theme Designer

Printing Setup for Global Payroll Reports

Maintaining Global mvQuery Image Path

Logo Path Maintenance

Setting Miscellaneous Parameters

Managing Next Number Control

Setting Enrollment Options

Setting Up Content for Notifications

Setting Up Notification Templates (Onboarding)

Setting Up Notification Templates (Benefits Enrollment)

Maintaining Global Onboarding Options

Establishing Tax Year Limits

Maintaining Tax Rates

Controlling Employee Termination Messages

Maintaining Web Extensions

Maintaining Web Service Users

Web Service User Security

Option-Level Access Control

Setting up Approval Emails for Pending Updates to Web Service Users

Creating W-2 Election Text

Creating 1095-C Election Text

Specifying Corporate Edition Content

Converting Global Pay Rate Changes

Defaulting Network IDs by Benefit Plan

Deleting Group Benefit Enrollments

Setting EFLEX Group IDs

Maintaining the HSA PEO Match

Selecting Data

Maintaining DataBridge Translation Codes

Retiring Vertex GeoCodes

Updating Existing Standard Employee Data

Updating GeoCodes

Configuring System-Level Settings for Coronavirus-Related Paid Leave

Using the COVID-19 Leave Estimate Report

Setting Global Configuration

Controlling Dashboard Views

System Code Files

Creating Client Categories

Creating FLSA Exemption Categories

Creating or deleting a Client Status

Establishing Reason Codes for Client Terminations

Configuring Global New Hire and Dependent Fields

Setting New Hire Questions

Setting Global Approval Policies

Creating Custom HR Approval Roles

Creating/Editing NAICS Codes

Maintaining SIC Codes

Establishing Sales Tax Codes

Creating State Garnishment Rules

Processing Taxes for a Specified State

Change Reason History- State Rules

Maintaining Tax Authorities

Maintaining Tax Deductions

Creating S-Corp Benefit Tax Adjustments

Entering School District Codes

Sending and Receiving Messages

Adding Messages to Invoices

Maintaining Message Templates

Using Substitution Variables

Maintaining Custom Message Groups

Managing Messages

Configuring New Messages

Maintaining Information With System Code Files and Utilities

Setting Up Zip Codes

Maintaining Zip Code Networks

Importing Network ZIP Codes

Managing Cost Centers

Configuring an Invoice Logo Override for Sub-Cost Centers

Changing the Client Status

Managing Contact Types

Managing Cash Types

Deleting Unused Employees

Globally Recalculating Workers Compensation on Vouchers

Recalculate Global PTO Vouchers

Working with the Custom Code Translation Table

Creating Translation Tables for Deduction Codes

Importing Clients from a Flat File

Creating Custom Menu Items

Configuring Document Upload for High-Availability Web Servers

Reports

ACH Journal Edits Audit Report

ACH Journal Hold/Release Audit Report

Benefit Register Employer Report

Identifying Employee Status

File Master Listing

Finding Changes to an Employee

Find Changes to a Client

Labor Distribution Report Formats

Configuring Default Check Formats

Setting Up Default Global Check Printing Parameters

TALX Download Setup

Talx Tax Credit and Incentive Download

Determining Total Compensation Setup

Determining Process ID Information

Determining User Display

Determining User Role Details Display

Determining Client Details Display

Reviewing WSM/WTA Setup and Data Security Access

Unbundled Billing Rules Report

Allowed Methods for Web Service Users

HumanResourcesService

Support TicketService

SystemService

TaxRateService

TimesheetService

Viewing Document Storage

Importing Favorites

Using the Time Off Setup Workflow Process

Setting Up Time Off Plans

Setting Time Off Plan Type

Setting Up Employee Time Off

Confirming Time Off Plan Settings

Understanding Time Off Setup Workflow Process Terminology

Using the Time Off Work Center

Accessing Leave Request Management Forms

Accessing Time Off Adjustments and Maintenance Forms

Accessing Time Off Plan Setup and Enrollment Forms

Accessing Time Off Reporting Forms

Recalculating Time Off Accruals

Setting Up Time Off Plans

Tracking Absences

Defining Time Off Types

Creating Time Off Accrual Schedules

Learning About Time Off Plans

Defining Time Off Plans

Setting Up Flat Amount Accrual Method for Time Off Plans

Defining Months Worked Accrual Method for Time Off Plans

Defining Hours Worked (by Hours) Accrual Method for Time Off Plans

Defining Hours Worked (by Months) Accrual Method for Time Off Plans

Defining Hours Worked (by Position) Accrual Method for Time Off Plans

Defining Flat Amount by Hours Worked Accrual Method for Time Off Plans

Setting Up Flat Amount per Hours Worked Accrual Method

Understanding Unlimited Time Off Plans

Defining Unlimited Time Off Plans

Defining First Year Prorated Amounts

Linking PTO Accrual Plans

Creating Time Off Absence Codes

Specifying Time Off Auto-enroll Rules

Importing Time Off Auto-enrollment Rules

Setting Up Global PTO Plans

Setting Up Global PTO Register Types

Maintaining Global PTO Benefit Plans

Running the Global PTO Auto Enrollment Report

Employee Portal Setup

PTO Approval Policies

Managers and Approvals

PTO in EP Menus

Maintaining Employee Time Off Information

Manually Enrolling Employees in Time Off Register

Processing Time Off Auto Register Enrollment

Entering Employee Absences

Adjusting Accrued or Carryover Hours for Employees

Importing Time Off Adjustment Information

Selecting Data

Tracking Employee Leaves of Absence

Reactivating an Employee

Deleting Mass Employee Time Off Registers

Archiving Mass Employee Time Off Registers

Obtaining Time Off Carryover Loss for Employees

Employee PTO Requests in EP

Request PTO

Cancel PTO Request

Inquiries

Viewing the Job Control Status Report

Performing an Employee Time Off Register Inquiry

Viewing Employee Time Off Register

Employee Time Off Detail Report

Managers and Time Off in PrismHR

Working with Planned Time Off Requests

Approve or Deny PTO Requests

View or Cancel PTO Requests

Work Centers

Viewing the Job Control Status Report

Onboarding & Benefits

Benefit Enrollment Maintenance

Enrollment Maintenance

Tracing Benefit Enrollment

Viewing Posting Information

Creating Group Benefit Enrollments (Client)

Creating Group Benefit Auto Enrollment (Global)

Assigning Life Event Workflows

Suspended Employee Enrollment Process

Updating the Employee Name and Address Case

Changing an Enrollment Period

Bulk Change Tools

Changing Benefit Groups for Multiple Employees

Changing Benefit Plans for Multiple Employees

Performing Bulk Changes to Retirement Plans

Changing the Wellness Status for Multiple Employees

Archiving Enrollment Records

Assigning a New Workflow

Changing Start and End Dates

Benefit Imports & Reporting

About Benefit Imports

Setting Benefit Import Parameters

Importing Benefit Rules

Importing Benefit Enrollments

Uploading Multiple Documents

Importing Network ZIP Codes

Importing Plan Comparison Data

Importing 401(k) Adjustment Information

Performing Slavic 401K Imports

Importing Client Benefit Plans

Benefit Reporting

Benefit Adjustment Report

Building the Benefit Rules XML Download

Dependent and Beneficiary Report

Employee Elections Report

Notification Audit

Benefit Plan Maintenance

Group Benefit Plans

Creating Benefit Rule Templates

Rate Groups

Setting Default Parameters for Client Benefit Plans

Setting up Benefit Plan Defaults

Displaying the Client Benefits Overview

Defaulting Network IDs by Benefit Plan

Deleting Group Benefit Enrollments

Setting Up Yearly Group-Term Life Tax Rates

Updating Group Term Life

Retirement Plans

Establishing Retirement Match Rules

Establishing Retirement Plan Parameters

Setting Up and Maintaining Retirement Plans

Establishing Tax Year Limits

FSA & HSA Plans

Setting EFLEX Group IDs

Maintaining the HSA PEO Match

COBRA Processing

COBRA Processing Parameters

COBRA Transaction Entry

Generate / Post COBRA Invoices

Generate / Print Election Notices

Resetting COBRA General Notices

COBRA Billing Register Report

COBRA Participants Status Report

Pending COBRA Participants Report

Workflow Setup

Document Repository

Uploading a Single Document

Uploading Multiple Documents

Editing a Document

Searching and Filtering Documents

Form Library

Managing Forms (Benefits Enrollment)

Creating Forms from Prebuilt Forms

Using Prebuilt Forms

Creating a Welcome Form

Creating a Benefit Summary Form

Creating a Confirmation Form

Creating a Custom Form

Adding Field Options

Managing Forms (Onboarding)

Creating Forms from Prebuilt Forms (Onboarding)

Creating Custom Forms (Onboarding)

Adding Form Library Fields

Managing Business Rules (Onboarding)

Creating a Business Rule

Creating a Form Set

Editing a Form Set

Viewing Forms

Including State‑Required Forms

Uploading PDF Files

Notification Control Panel

Using the Notification Control Panel (Benefits Enrollment)

Using the Notification Control Panel (Onboarding)

Defining Payday Notifications Daily Start Time

Scheduling ACH Processing

Scheduling Payroll Reminders

Notification Recipients

Setting Up Notification Recipients (Benefits Enrollment)

Setting Up Notification Recipients (Onboarding)

Notification Templates

Setting Up Notification Templates (Benefits Enrollment)

Setting Up Notification Templates (Onboarding)

Workflow Library

Managing the Workflow Library (Benefits Enrollment)

Creating a Workflow (Benefits Enrollment)

Deactivating Workflows

Bulk Launch Benefit Workflow

Pre-Filtering Bulk Launch Benefit Workflows

Changing Benefit Workflows for Multiple Employees

Review Workflow Request

Downloading Bulk Workflow Results

Bulk Launch Life Event

Managing the Workflow Library (Onboarding)

Creating a Workflow (Onboarding)

Including the Electronic Consent Form

Document Set - Workflow Library

Deactivating Workflows

Business Rules Library

Creating a Business Rule

Client Onboarding Workflow Grid

Direct Deposit Acceptance Text

System Onboarding Workflow Grid

Benefits Enrollment Plan Details

Defining Offer Type Setup

Defining Plan Level Setup

Client Workflow Grid

Enrollment Options

Life Event Maintenance

Viewing Life Event Codes and Clients

Creating a New Life Event

System Workflow Grid

Compliance

ACA Processing Center

ACA Setup

Setting Up ACA Transmitter Control Information

Configuring Global ACA Parameters

Setting Up ACA Offered Employees

Setting Up ACA Type Overrides

Setting Up ACA Benefits Eligibility Rules

Configuring Client ACA Parameters

Omitting Employees from the Large Employer Test Report

Including Leave Status Codes on the Eligibility Report

ACA Processes

Building ACA 1095 Registers

Deleting ACA Data

Editing Form 1094-C Information

Editing Form 1095-C Information

Rebuilding ACA Data

Creating the ACA Transmission File

Creating the ACA Third Party Download/1095 Export

Importing Form 1095-C Data

Exporting 1095 Registers

ACA Reporting

Accessing the ACA Report Library

Granting ACA Report Access to Client Users

Running the ACA 1094 Count Report

Running the ACA Data Status Report

Running the ACA Eligibility Report

Running the Monthly ACA Eligibility Report

Running the Employee Classification Analysis Report

Running the Large Employer Test Report

Running the ACA 9.5% Rule Test Report

Running the Electronic 1095-C Report

Creating the 1094-C Report Download

Creating the 1095-C Report Download

EEO Processing

EEO Setup

Maintaining EEO Class Codes

Maintaining EEO Ethnic Codes

Maintaining EEO Position Group Codes

EEO Reports

Running the EEO Detail Report

Running the EEO-1 Summary Headcount Report

EEO-1 Processing

Reviewing EEO-1 Download Setup and Data

Building EEO-1 and Pay Data

Clearing EEO-1 Data

Exporting EEO-1 Data

Importing EEO-1 Data

Service Provider EEO-1 Files

Setting Up Client EEO-1 & Pay Data Reporting

Creating the EEO-1 Download Report

New Hire and Termination Reporting Center

Clearing Employee SSN Verification Reporting Dates

Clearing New Hire Reporting Dates

Setting a New Hire Reporting Date

Termination Reporting

Tax

MasterTax Processing

Setup Forms

Building FUTA Credit Reduction Registers

Setting MasterTax Interface Parameters

File Exports

Building the MasterTax Monthly Tax Export

Building the Reconciliation Tax Summary

Creating Payroll Tax Summary Export Files

MasterTax PTS Clear Lock

Quarterly Tax Processing

Government Exports

BLS Multiple Worksite Electronic File

Building the Employer Quarterly SUTA Tax Export

Maintaining the Quarterly Download

Exporting Pennsylvania Local Taxes

Quarterly SUTA Tax Processing (Client Reported)

Building the Alaska Download

Building the Arkansas Download

Building the California SUTA Download

Building the Connecticut Download

Building the Florida Download

Building the Georgia (CSV) Download

Building the Georgia (txt) Download

Building the Illinois Download

Building the Iowa Download

Building the Kansas Download

Building the Kentucky Download

Building the Louisiana Download

Building the Massachusetts (CSV) Download

Building the Massachusetts (ICESA Format) Download

Building the Michigan-72 Byte Download

Building the Michigan Standard Download

Building the Minnesota Download

Building the Mississippi Download

Building the Missouri Download

Building the Nebraska Download

Building the Nevada Download

Building the North Carolina Download

Building the Ohio Download

Building the Oklahoma Download

Building the Oregon Download

Building the Pennsylvania (Bulk by Client Under Employer) Download

Building the Pennsylvania (Individual Client) Download

Building the Pennsylvania (TXT) Download

Building the Rhode Island Download

Building the South Carolina Download

Building the Tennessee Download

Building the Vermont Download

Building the Virginia Download

Building the Washington Download

3rd Party Exports

Generating the ADP Quarterly Tax Download

Exporting the QEX Plus 941 File

Building the 941 Quarterly Report

Exporting Quarterly Tax Data

Quarterly Tax Reports

Building the 941 Quarterly Report

California Quarterly Reports

SBEA Processing

Setup

Creating Client Federal Entities

Rebuilding SBEA Client Federal Entity Tax Registers

Using the SBEA Voucher Update Utility

SBEA Reporting

Generating the Employer 940 Schedule R Report

Generating the Employer 941 Schedule R Report

W-2 Processing

W-2 Processing Overview

Handling Errors

W-2 Processes

Creating the Employee SSN Verification Service Download

Entering External W-2 Benefits

Importing External W-2 Benefits

Viewing the External W-2 Benefits Inquiry

Updating Employee W-2 Records

Viewing the W-2 Record Change Log

Updating Employee W-2c Records

Creating Employee W-2 Forms

Creating Employee W-2C Forms

EFW2 Exports

Generating the Detroit EFW2 Download

Creating the EFW2 Download

Creating the EFW2C Re-Submit Download

3rd Party W-2 Export Files

Creating the EES Puerto Rico W-2 Export

Creating the EES Security File Download

Creating the EES Virgin Islands W-2 Export

Creating the EES W-2 Export

Generating the PRPay W-2 Export

Creating the BDS/SOLV W-2 Export

W-2 Reporting

Running the W-2 Forms Needed Report

Running the External Benefits W-2 Report

Running the W-2 Audit Report

Building the Employee W-2 Box 12 Report

Running the W-2 Box Report

Building the W-2 Count by Client Report

Running the W-2 Detail Report

Running the W-2 Local Detail Report

Running the W-2 Reconciliation Report

Running the W-2 Verification Report

Running the W-2c Box Report

Hi Running the W-3 Totals Report

W-2 Setup Reports

Running the Benefit Plan W-2 Reporting Status Report

W-2 Setup

Setting Up Benefit Plans for the W-2 Form

W-2 Parameter Setup

Suppressing Client W-2 Benefits

Creating EFW2 Submitter Codes

Setting Up External W-2 Benefit Classes

Maintaining Local EFW2 Codes

Form W-2 FSA Account Type Reporting

W-2 Printing

Printing Employee W-2 Forms

W-2 Reports

Mass Update W-2 Access

Viewing and Defining Form W-2 Layouts

1099 Processing

1099 Processes

Adding or Updating an Employee 1099 Record

Viewing the 1099 Record Change Log

Creating Employee 1099 Forms

1099 Exports

Downloading the IRS Form 1099 e-File

Downloading the Maine 1099 e-File

Creating the BDS/SOLV 1099 Download File

1099 Reporting

Running the 1099 Forms Report

1099 Printing

Viewing and Defining Form 1099 Layouts

Reporting

Employee Experience

Employee Experience Configuration

Working with Themes

Managing Configuration Templates

General

Adding MemberDeals to Employee Portal

Adding USAlliance Federal Credit Union to Employee Portal

Dashboard

Working with the Support Center

Adding Performance Management Widgets to Employee Portal

Adding a Form W‑2 Electronic Enrollment Widget to Employee Portal

Embedding Third-Party Sites in Custom Widgets

Adding Anytime Benefits to Employee Portal

Appearance

Documents

Working with Document Management

Managing Client Overrides

Creating Segments

Creating Alerts

Creating Alerts with Attached Documents

Managing Document Categories

Managing Documents in Document Management

Linking to a Specific Page in Employee Portal After Login

Setting Up MFA for Employee Portal

User Guide PDFs

Performing Multiple ACH Processing

Setting Up ACH Deposits with Cachet Financial Services

Setting Up ASO Client Accounting

Getting Started with the API

Option-Level Access Control and PII Unmasking for the PrismHR API

Recording and Retrieving External PTO Balances with the API

Streaming ACH File Data

Updating Web Service User Permissions

Working with Participation Requirements

Using Benefit Billing Options

Importing Benefits

Defining the Data Layout

Importing Company Benefits

Importing Benefit Rules

Setting Up Garnishment Setup Fees

Importing Client Bill Pending Data

Importing Bill Pending Data

Viewing Bill Pending for Clients

Correcting a Duplicate Employee Record

Maintaining Sales Commissions

Setting Commission Levels

Creating Commission Structures

Assigning a Benefit Commission Code

Grouping Commissions

Computing Commissions

Adjust Commission Balance

PEO Client Company Accounting

Accounting for 401(k) Retirement Plan Matches

Setting Up Global PTO Plans

Locating Employee Tax Withholding Forms

About Year-End Processing: IRS Forms

A General Outline of ACA Processing

About 1095 and 1094 Registers

How the System Builds ACA Data

ACA 1095‑C Data Import Specifications

Blocking and Suppressing Taxes

Creating California Pay Data Reporting Files

Creating an EEO-1 Report in PrismHR

Background

Setting Up EEO-1 Report Data

Recommended Workflow and Known Issues

Downloading the Report

MasterTax RTS 42: Calculations and Workarounds

Setting Up the MasterTax Interface in PrismHR

Setting Up the PrismHR/MasterTax Interface

Rebuilding the Tax Journal

Activating the MasterTax Interface

Setting MasterTax Interface Parameters

Building the Interface Files

Creating Payroll Tax Summary Export Files

Building the Reconciliation Tax Summary

Building the MasterTax Monthly Tax Export

Current Limitations (RTS)

Quick Start Guide for EEO-1 Processing

Recalculating the SUTA Taxable Wage Base

Setting Up New York SDI Tax

Transmitting ACA Data to the IRS

Using COBRA Features to Comply with the American Rescue Plan Act

Using PrismHR to Comply with California SB-95

Working with Data Retriever

Available Data

Data Retriever Security

Save Report Template by User Type

Update for Imported Checks

Identifying Employee Gender Designation and Preferred Pronouns

Managing Pending Approvals

Overriding Geocode for Employee Residence

Transferring an Employee to Another Client

Employee Fields Import

Understanding Employee Fields Import Workflow

Importing Employee Data

Generating and Downloading an Import Spreadsheet

Multi-Selectors and Dynamic Filtering

Saving the Spreadsheet as a Template

Employee Fields Transaction Report

Downloading the eFlex by Pay Date File

Embedding Third-Party Sites in Custom Widgets

Employee Portal On-Premise Setup

Submitting Employee Wage Garnishments

Creating State Garnishment Rules

Setting Up Garnishment Setup Fees

Cross Hiring Employees

Reviewing Cross Hire Conflicts

New Hire and Termination Reporting Center

Setting a New Hire Reporting Date

Clearing New Hire Reporting Dates

Termination Reporting

Working with Pay Codes

Defining Pay Code Calculation Rules

Defining Maximum Earnings

Exempting Taxes

Overtime Calculation Examples

Creating Weighted Average Calculations for Pay Codes

Memo Pay Code Report

Pay Code Detail Report

Pay Code Summary Report

Setting Up Work Shift Differential Pay

Maintaining Global Deduction Codes

Deduction Code Detail Report

Deduction Code Summary Report

Deduction Register Report

Calculating Overtime Using FLSA Rulesets

Importing Employee Loan Data

Managing Payday Notifications

Processing Payroll: Wire Transfer Pending Status

Processing Multistep Payroll Approval

Recalculating Overtime in a Payroll

Refunding a Garnishment Payment

Setting a Percentage of Gross Pay to Non-Taxable

Setting Up Certified Payroll Reporting

Setting Up Pay Cards and Direct Deposit

Setting Up Per Diem Wages

Percentage Method

Mileage Method

Daily Method

Setting Up Reported Tips

Setting Up Work Shift Differential Pay

Understanding the SuperBatch Status Icons

Using SuperBatch

Working with Pay Codes

Defining Pay Code Calculation Rules

Defining Maximum Earnings

Exempting Taxes

Overtime Calculation Examples

Creating Weighted Average Calculations for Pay Codes

Memo Pay Code Report

Pay Code Detail Report

Pay Code Summary Report

Linking PTO Accrual Plans

Managing Employee PTO

Approve or Deny PTO Requests

View or Cancel PTO Requests

Setting Up Flat Amount per Hours Worked Accrual Method

Setting Up Scheduled Time Off Register Accruals

Understanding Time Off Setup Workflow Process Terminology

Creating Custom Menu Items

Converting a PEO Client to an ASO Client

Establishing Tax Year Limits

Maintaining Tax Rates

Reviewing WSM/WTA Setup and Data Security Access

Setting General System Parameters

Using the Enhanced Dashboard

Overview

PrismHR has provided another, more limited, method for accessing the PrismONE ID User Administration screen. This menu item, grants access to the PrismONE ID profile for the employee being viewed in the Employee Details form in PrismHR which, by default, limits access to employees that the user can already see (See Security Considerations below).

Problem

Because access to PrismONE ID’s User Administration component was only available to people with read-write access to the User Maintenance form in PrismHR, password and access support tickets had to be escalated to top tier support.

Solution

PrismHR has released a form which, when enabled, will provide a link to the PrismONE ID User Administration page, for the actively selected employee, from the User Details action menu.

[Image: screenshot]

This will allow lower-tiered support reps to help employees that they can see, with their password and access without granting them access to the full User Maintenance screen.

Enablement

Note: Note: See Security Considerations before enabling this feature.

This feature can be enabled by adding the process named HRP.USERS*USER.MANAGEMENT.PRISMONE to a role and then assign that role to users who should have access to this feature.

[Image: screenshot]

Using

Once set up and configured (see above), log into PrismHR as a user with access to this feature and select an employee from the Employee Details form.

[Image: screenshot]

Then, click on the action menu at the top right and choose User Management.

Note: Note: This action menu item will not be visible to users who are not logged in via PrismONE ID.

[Image: screenshot]

This will bring up the PrismONE ID User Management screen in a new browser window.

[Image: screenshot]

This will allow you to help the user with passwords, MFA, etc.

Partially Registered Users

If a user has started their PrismONE ID registration, either from the employee self registration link on the Employee Portal Login screen, or from their profile being created in the PrismONE ID enabled version of the User Maintenance screen in PrismHR, but hasn’t completed the registration, the action menu item will show “Registration Pending” in parenthesis. Hovering over the action menu, while in this state, will show some basic information about this person’s registration.

[Image: screenshot]

Limitations

This action menu item does not provide a way to help worksite trusted advisors with their passwords. Support tickets for those users will still need to be escalated to people with read-write access to the User Maintenance form.

See Security Considerations, below.

This feature may not be suitable for users whose security allows them to see employees who have multiple user accounts linked to PrismONE ID.

Security Considerations

A PrismONE ID account can be linked to multiple user profiles within your PrismHR system.

For this reason, you should not grant access to this feature to any person who could potentially see users with multiple linked profiles.

An Example

ABC PEO has three PrismHR systems

ABC (production)
ABC.DEMO (for demo & testing)
ABC.CORP (for paying ABC’s own staff)

Jane works for ABC PEO as a payroll processor.

She has a Service Provider (SP) account in the production system (ABC). She also has an employee account at ABC.CORP. Additionally, Jane helps to train new employees in ABC.DEMO. To do this training, Jane has set up multiple, fictitious employees. To make it easier to access all of these users, Jane has linked all of them to her PrismONE ID profile. She can now access all of them with a single set of credentials and can move between the three systems without needing to log out and back into each of them.

John also works at ABC PEO. John is being trained as a 1st tier support rep. As part of John’s training, he has been given a user account that has access to all of the fictious in ABC.DEMO. John has also had the new action menu item added to his role, enabling him to access the PrismONE ID User Admin screen for the fictitious employees in ABC.DEMO.

Because John can access the PrismONE User Administration screen for the fictious employees in ABC.DEMO, he can access Jane’s PrismONE ID profile. This gives John the ability to change Jane’s username, password, and MFA settings. It also gives John the ability to disable or enable Jane’s PrismONE ID account.

Mitigation

In the above case, Jane should make sure that any employees in the demo system are not linked to that same PrismONE ID profile that she uses for her Service Provider access or her own Personal Employee account access in ABC.CORP.
This feature is not recommended for WSMs who can access the Core PrismHR system.
Limit the roles that contain this feature and only assign those roles to users who have their security set up properly.
If you don’t feel that you fully understand these security considerations, please reach out to your PrismHR CSM to arrange a consultation. Do not assign this form to any roles until you are certain you understand its scope and limitations.

Employee Experience

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Employee%20Experience%20Center.htm Path: PD/Employee Experience Center.htm

Employee Experience

The Employee Experience Work Center provides access to the following Employee Portal management options:

Alerts
Client Overrides
Configuration Templates
Segments
Themes

To get complete instructions, select a function and click

[Image: screenshot]

(Help)

Official SSO User Guide (PDF text)

SSO User Guide

Source PDF: https://tech-docs.prismhr.com/SP_help/Content/Resources/UserGuidePDFs/SSO_User_Guide.pdf
Original filename: SSO_User_Guide.pdf
Pages extracted: 36

Single Sign-On Guide

Setup and administration for single sign-on. prismhr-api and API 1.30 Copyright notice The information in this document is subject to change without notice. PrismHR shall not be liable for any technical or editorial errors contained herein or for incidental or consequential damages resulting from the performance, furnishing, or use of this publication. The software described in this document is furnished under license and may be used or copied only in accordance with the terms of that license. No part of this documentation may be reproduced or transmitted in any form or by any means, electronic or mechanical, including (but not limited to) photocopying, recording, scanning, or retrieval system, for any other than the purchaser’s personal use without the express written permission of PrismHR. The company data contained in the examples within this document are fictitious and any resemblance to real people, places, or companies is purely coincidental. PrismHR is a trademark of PrismHR. All other brand and product names are trademarks or registered trademarks of their respective owners.

Table of Contents Single Sign-On Guide 1 Copyright notice 2 Table of Contents 3 Chapter 1 Introduction 5 Single Sign-On 5 Intended Audience 5 Requirements 5 Chapter 2 Overview 6 Security 6 Outbound Mechanism 6 User Information Returned 7 Inbound Mechanism 8 Supported Protocols 9 Chapter 3 API Access Setup 10 Granting Web Service Access in PrismHR 10 Important API Endpoints for Single Sign-On 12 Additional Notes 13 Chapter 4 Outbound Configuration 14 Setting Up SSO Services in PrismHR 14 Outbound Setup 16 PrismHR Menu Setup 16 Creating the PrismHR Menu Item 16 Adding SSO Menu Items to a User Role 17 About User Roles and Access 18 Adding Menu Items for Groups of Service Providers and Managers 18 Adding Menu Items for Select Users 19

  Employee Portal (EP) Menu Setup                                                           21
     Adding a Menu Item in the Employee Experience Configuration form                       21
  Employee Portal (EP) Widget Setup                                                         23
     Adding Widgets in the Employee Portal Configuration Tool                               23
        Using an Embedded Screen                                                            23
        Using an SSO Hyperlink                                                              24
     Embedding Third-Party Sites in Custom Widgets                                          24
        Who Should Read This?                                                               25
        Before You Begin                                                                    25
        Creating an SSO Embedded Screen                                                     26
        Creating an SSO Hyperlink                                                           27
  Outbound SSO Code Examples                                                                28
  PEO Identifier                                                                            29

Chapter 5 Inbound Configuration 30 Inbound SSO Directly into Informer 30 Enabling SSO Redirect at EP Login 30 SSO Deep Linking 31 Generating Deep Linking URLs 31 Code Sample 33 Deep Linking to Other Modules 33 Inbound SSO Code Examples 34 Chapter 6 Sequence Diagrams 35 Outbound Sequence Diagram 35 Inbound Sequence Diagram 36

Chapter 1 Introduction Use this document to learn about PrismHR’s support for single sign-on (SSO) between PrismHR products and third-party vendor products.

Single Sign-On Single sign-on (SSO) enables users of PrismHR products to link directly to and from third-party vendor products, without the need to sign in to the product multiple times. The PrismHR products are: • PrismHR • Employee Portal (EP)

Intended Audience These contents are intended for: • Vendors who want to link from their product to PrismHR products. • Service providers who want to configure their systems to support SSO for PrismHR and third-party vendor products. • PrismHR employees who need to configure single sign-on. Developers implementing SSO should be familiar with the terminology referenced in this document, as well as the technology used to build the product, so they can integrate it with the PrismHR products. We recommend that an administrator perform this setup at the service provider. This administrator should be familiar with the specific products that require configuration.

Requirements To use the PrismHR single sign-on features: • Third-party vendors must alter their software to enable it to communicate with PrismHR. • On-premise service providers must have already purchased and installed the PrismHR API.

Chapter 2 Overview There are two single sign-on mechanisms: inbound and outbound. • Outbound: Users first log in to one of the PrismHR products. Then, they click a menu item or a link to access a third-party vendor product. • Inbound: Users first log in to a third-party vendor product. Then, they click a menu item or a link to access a PrismHR product.

Security Security for both the outbound and inbound mechanisms relies on an out-of-band conversation between the two servers: a source and a target. In this context, an out-of-band conversation is one that does not include the user’s machine. • Outbound mechanism: The source is the PrismHR product (PrismHR or Employee Portal) and the target is the third-party vendor product. • Inbound mechanism: The source is the third-party vendor product, and the target is PrismHR or Employee Portal, depending on the user. When the request is made to go from the source product to the target, PrismHR creates a token that is valid only once. Once the user follows a link to the product, this token is validated and deleted. If the user needs to access the destination product again, they must log back in to the system. Even if they save the URL, it will not work during subsequent attempts.

Note: OAuth calls this a nonce token, which means “number used once”.

Outbound Mechanism In the outbound mechanism: 1. The user logs in to a PrismHR product (PrismHR, Employee Portal). 2. This user clicks a menu item or link to access a third-party vendor product. The PrismHR system stores a token in the database, sends the token to the user machine, and redirects the user to the third-party server. The token is embedded in the redirect URL as a query string parameter.

The third-party product receives the token from the URL, then takes that token and makes a direct call to the PrismHR system. It asks for the identity of the user associated with the token. The PrismHR system sends one of two responses: • Valid = Confirms that the user logged into the PrismHR system and then sends the user’s information: name, company ID, user type, and so on. For more information, see User Information Returned. • Null = The PrismHR system did not recognize the token. With the returned information, the third-party product can identify the user and log them in.

User Information Returned This table lists the values returned by the system when a third-party product makes an SSO call to PrismHR. The system returns values for the specific user associated with the SSO token.

Value Description Notes valid indicates whether the user This returns ‘true’ if the user is valid, otherwise is valid it returns ‘false’. userId user identifier This is the username for in PrismHR or Employee Portal (EP). userType user type User types are: ‘I’ (Internal User (PrismHR)), ‘C’ (PrismHR Worksite Manager or PrismHR Worksite Trusted Advisor), and ‘E’ (Employee). employeeId employee identifier This is returned only for employee and worksite manager user types. clientID client identifier The identifier for the client specified in the call.

Value Description Notes clockNumber clock number This is returned only for employees or worksite managers accessing the third-party product from Employee Portal (EP). The value comes from the Employee Details > Work tab. clientName client name This is the name of the client specified in clientId. employeeNumber employee number This is returned only for employees or worksite managers accessing the third-party product from Employee Portal (EP). The value comes from the Employee Details > Work tab. peoName service provider name This is the name of the employer assigned to the specified client. email email address This is the email address specified on the user account.

Inbound Mechanism In the inbound mechanism: 1. The user logs in to a third-party vendor product (an external application). 2. They click a menu item or link to access a PrismHR product (PrismHR or Employee Portal (EP)). The third-party product connects to the PrismHR system using the PrismHR Web Services API. The PrismHR Web Services API generates a one-use token, puts it in the database, and sends it to the third- party product along with the URL for the system to which the user should go.

The system checks the token against the stored value for that user and, if valid, automatically logs the user in to the appropriate PrismHR product. Finally, the system deletes the token to ensure that it cannot be used again.

Supported Protocols The PrismHR API single sign-on uses an out-of-band token-based communication similar to the OAuth 2.0 pattern.

Chapter 3 API Access Setup Whether you are configuring links to or from a third-party vendor product, you need to set up a web service user for that product in PrismHR.

Granting Web Service Access in PrismHR Each third-party vendor product requires a web service username and password to connect to PrismHR and Employee Portal (EP).

To grant web service access: 1. Complete the following fields as needed:

Field Description User ID Enter or select the ID for the user profile. After you specify the user ID, PrismHR will notify you if there are pending updates for that user. To review these updates, click Review Updates. After you click Review Updates, the Review Web Service User Updates window opens, describing the pending updates. Do one of the following when this window displays: • Click Deny and Remove Request to deny the permissions update. • Click Approve and Apply Updates to approve the permissions update. • Click Close to close the window without performing an action. User Name Name of the user. Contact Information For example, the user’s phone number or email address. Password Password for the web service user (required for obtaining an API session token). Minimum API Version Select a supported API version from the list. The system will restrict the user from accessing versions prior to the selected one.

Field Description Account Disabled Select this field to deactivate the web service user account. Company Access Defines the companies that users can access. Options are: l Grant Access by Default, Deny Access to Specified — The user has access to all companies by default. To restrict access to certain companies, enter the user IDs of those companies. l Deny Access by Default, Grant Access to Only Specified Companies — The user can only access the companies listed.

                                  Note: By default, web service users can see only active companies. With
                                  some API endpoints, they can also see inactive companies. Companies with
                                  other statuses (pending, pre-terminated, and terminated) are not available.

Company ID (Optional) Enter one or more Company IDs. A Company Name displays for each ID. The Company Access setting determines whether the user is restricted from seeing the specified companies, or only has access to the specified companies. Disable IP Restrictions Select this field to disable the IP restriction feature.

                                  Note: This is not recommended for use except by Development.

Allowed IPs Allows specific IP addresses to access the web service engine with the user’s credentials. To specify a range of IP addresses, use a hyphen. For example: 123.456.789.100-123.456.789.200.

                                  Note: The IP address range feature applies to API versions 1.23 and above.

                                  This example would grant access to all IP addresses falling between
                                  123.456.789.100 and 123.456.789.200, inclusive.

Disable Method Restrictions Select this field to disable restrictions on endpoints.

                                  Note: This is not recommended for use except by Development.

Field Description Allowed Methods Use this grid to grant the web service user access to only certain endpoints of the PrismHR API. For example, if you created a web service user for a time clock vendor, you might want to restrict that user’s access to only endpoints that return time clock-specific data. When setting up allowed methods/endpoints, you can use an asterisk () to grant access to all endpoints in a particular service. For example, ClientMasterService. grants the web service user access to all Client Master Service endpoints. You cannot use an asterisk to grant access to SystemService endpoints.

                                  Note: Leave the Allowed From and Allowed To fields blank if there is no
                                  time of day restriction for the endpoint. All times are Central Time.

                                     l   Allowed Method — Specify each endpoint that the web service user is
                                         allowed to call.
                                     l   Allowed From — Time of day when an endpoint can be called.
                                     l   Allowed To — Ending time of day when an endpoint can be called. If
                                         there is a time in the Allowed From field, but no value in the Allowed
                                         To field, the system defaults to midnight.
                                   Any changes made here will be applied the next time the user logs into the
                                  system. If the user is currently logged in, access does not change.

Click Save.

Important API Endpoints for Single Sign-On Use the Allowed Methods grid on the Web Service User setup form to define the API endpoints accessible to the third-party product. When configuring single sign-on, use your web service user and the following endpoints to handle the token:

API Method Usage for SSO

LoginService.createPeoSession Creates a session token, which is required for using other API endpoints (including the SignOn service). SignOnService.redirectUrlByEmployee Redirects only employee users for inbound SSO from a third- party product to Employee Portal (EP). SignOnService.redirectUrlByUser Redirects any user type for inbound SSO from a third-party product to PrismHR or Employee Portal (EP). SignOnService.validateTssoToken Redirects any user from a PrismHR product to a third-party product.

Additional Notes • SignOnService.redirectUrlByUser and redirectUrlByEmployee will not process any token that has existed for greater than one minute. • For backwards compatibility, SignOnResponse is also supported in place of SignOnService.

Chapter 4 Outbound Configuration To support single sign-on from a PrismHR product to a third-party product, service providers and developers need to make sure that the system and code are ready. These instructions describe how to set up outbound SSO.

Setting Up SSO Services in PrismHR If you need to link from a PrismHR product to a third-party vendor product, you must set this up on the SSO Services form. You specify it when you set up the menu item.

To set up an SSO service: 1. Open the Back Office menu and select System Parameters under System|Change. 2. Open the Actions menu and select SSO Services. The SSO Services form displays.

Select + to add a new row.

Option                     Description
Service ID                 Enter a unique service identifier.

   Option                     Description
   Description                Enter the service description.
   Type                       Select the service Type, which is typically External for a vendor and Internal
                              for services hosted on servers at your organization.
                                  •   Internal: This opens the target service in an inline frame (iframe),
                                      which displays within PrismHR.
                                  •   External: This opens the target service in a separate window or tab
                                      (depending on your browser settings).
   Service Destination Select whether this service uses Inbound or Outbound SSO.
   Service URL                Enter the URL location of the product.

Select Save.

Outbound Setup There are different setup procedures for each of the PrismHR products. Refer to the appropriate instructions to create the link from the PrismHR product to the third-party vendor product • PrismHR Menu Setup • Employee Portal (EP) Menu Setup • Employee Portal (EP) Widget Setup

PrismHR Menu Setup Perform the following steps to enable user access to the third-party vendor product from PrismHR. 1. Grant Web Service User Access in PrismHR 2. Set up SSO Services in PrismHR 3. Create the PrismHR menu item 4. Add the SSO menu item to a User Role Steps 1 and 2 are addressed in the previous chapters. See Granting Web Service Access in PrismHR and Setting Up SSO Services in PrismHR. This chapter describes the setup for steps 3 and 4.

Creating the PrismHR Menu Item Use the Custom Process form to create a menu item for your SSO service.

To create a PrismHR menu item for SSO: 1. Open the Back Office menu and select System Parameters under System|Change. 2. Open the Actions menu and select Custom Process. 3. Enter a unique Process ID. 4. Enter a Name for the process. This will display in menus and the search (where applicable). 5. Select the Category to indicate the menu where the SSO menu item belongs. 6. Select the Sub-Category to indicate where the SSO menu item belongs within the selected menu. If you select Other, you can enter a custom sub-category. 7. Select Disabled only if you do not want the SSO menu item to display anywhere. 8. Select Display in Menus to show the SSO menu item in the menu to users who have access to the menu item. 9. Select Display in Search to show the SSO menu item to users who have access to it and use the search field to find it. 10. Select Disable Resizing if you do not want the SSO feature to adjust its size based on the browser window.

If you need to limit the menu item to a specific user role, select Service Provider or Worksite Manager as appropriate. If you need the menu item to be available to user roles of either type, leave this drop-down set to –Select–.
Version Type: For future development. Does not currently impact the functionality of PrismHR.
Select the SSO Service that you set up in the previous procedure.
Leave SSO Action blank. It is not used by the tandemSSO process.
From the SSO Init, drop-down, select Tandem SSO.
The External App cannot be edited here. It indicates whether this service was defined as an external application in SSO Services.
Parameters: For future development. Does not currently impact the functionality of PrismHR.
Click Save.

Adding SSO Menu Items to a User Role After creating a custom process for the SSO menu item, you need to add it to the appropriate user roles to make it visible to your users. This section describes the basic process for adding the form to the user role. For more information about user roles in PrismHR, see “User Roles” in the System Administration Guide.

Note: There are separate user roles for service provider users and worksite manager/trusted advisor users.

The following procedures describe how to add menu items for: • groups of service provider/manager users • individual or select users

About User Roles and Access There are different approaches for granting access to the menu item. These approaches all require a PrismHR user with permission to access the User Roles and Users forms. • If all the relevant service provider, worksite manager, or worksite trusted advisor users share the same user role, add the menu item to that shared role. • If only a handful of users require access to the menu item, create a role specifically granting access to it and then assign that role to the appropriate users. • You can also use a combination of these methods. For example: • Add the menu item to a service provider user role to grant all associated service provider users access, then • create a worksite manager user role and assign it to specific worksite-level users who need access to the menu item.

Note: When you add multiple roles to a user, and one role denies access to menu item while another role grants access, the system denies the user access to that menu item. You must make sure that a user who should have access to a menu item does not have another assigned role that denies them this access. Refer to the PrismHR in-product help or the chapter on users and security in the System Administration Guide.

Adding Menu Items for Groups of Service Providers and Managers Use the User Roles form to add menu item access to user roles.

To add a menu item to a user role: 1. Open the Back Office menu and select User Roles under System|Change. 2. Click the Role ID link and select the role that needs access to the SSO menu item. 3. Click Add. The User Role Maintenance form displays. 4. Locate the SSO menu item in the list and place a check mark in the Select column.

Click Accept. You return to the User Roles form, where the SSO menu item now displays.

Click Save. Next time users with that role log in to the system, they can access that form (as configured in Custom Process, i.e. in the menu, the search box, or both).
Repeat the process for each role that needs access to the SSO menu item.

Adding Menu Items for Select Users If you intend to grant access to only certain users, you can create a user role that grants access to the SSO menu item and then assign it to those user accounts. To grant menu item access to specific users, you must complete these two procedures: • Create a new, specialized user role that grants access to the menu item. • Assign the role to the users who need access to the menu item.

Note: The User Type specified for your user role in the first procedure must match the type of user you edit in the second procedure. For example, you cannot add a worksite manager user role to a service provider user.

To create a new, specialized user role with access to the menu item: 1. Open the Back Office menu and select User Roles under System|Change. 2. Open the Actions menu and select New Role. The Role Maintenance form displays. 3. Enter a unique Role identifier that indicates the purpose of the role. 4. Enter a Description of the user role that clearly explains the purpose of the role. 5. From the User Type field, select the user role type. For example, Worksite Manager. If you want to have a special user role granting access to the menu item for service provider users, you would create a separate role and specify Service Provider instead.

Click Save.
The User Role form populates with the information you entered for the new role. No forms are assigned.
Click Add. The User Role Maintenance form displays.
Locate the SSO menu item in the list and place a check mark in the Select column.
Click Accept. You return to the User Roles form, where the SSO menu item now displays.

Click Save.

To assign the new user role to users: 1. Open the Back Office menu and select Users under System|Change. 2. Enter the User ID of appropriate user. Their data populates on the form. 3. In the User Roles table, click + to add a new row at the bottom of the table. 4. Enter the ID of the user role you created in the first procedure.

Click Save. Next time users with that role log in to the system, they can access that form (as configured in Custom Process, i.e. in the menu, the search box, or both).
Repeat the process for each user that needs to access the SSO menu item.

Employee Portal (EP) Menu Setup Complete the following steps to grant user access to a third-party vendor product in Employee Portal (EP). You must have access to the the Employee Experience Configuration form. 1. Granting Web Service Access in PrismHR 2. Setting Up SSO Services in PrismHR 3. Adding Menu Item Employee Portal (EP) Steps 1 and 2 are addressed in the previous chapters. See Granting Web Service Access in PrismHR and Setting Up SSO Services in PrismHR. This chapter describes the setup for step 3.

Adding a Menu Item in the Employee Experience Configuration form Use the Employee Experience Configuration form to add the menu item for a third-party vendor product in Employee Portal (EP).

Note: Instead of logging into the Employee Portal Configuration Tool using a separate link, you can access the tool directly from the Work Centers menu in PrismHR.

To add a menu item in the the Employee Experience Configuration form: 1. In PrismHR, click the Work Centers menu. 2. Under Work Centers|Employee Experience, select Employee Experience Configuration. 3. Select Configuration Templates. 4. Select the appropriate template. 5. Click the Menu tab. 6. Determine where the single sign-on menu item belongs in the menu: • If it belongs at the top level, click New Top-Level Menu . It displays at the bottom of the list, but you can move it with the arrow buttons. • If it belongs in another menu item, select that item and then click New Sub Menu . It displays underneath that top-level menu item. You can use the arrow buttons to change its position within the sub menu. 7. In the Title (en) field, enter the name for the menu item. 8. In the Hover Text (en) field, enter the tool tip that will display when a user hovers the mouse over the menu header. 9. If appropriate, enter the Spanish versions of the menu item and tool tip in the Title (es) and Hover Text (es) fields. 10. Select the Component option. 11. From the Component drop-down, select Single Sign-On. This is required to use the Web Service API’s single sign-on features.

Do not select Legacy Single Sign-On. This only is for backward compatibility to legacy features.

From the SSO Service field, select the service ID you set up for the vendor in the SSO Services form.
If you want, select an Icon to display next to the menu item.
Click Save. The menu item now displays in Employee Portal (EP).

See the in-product help to learn more about using Employee Experience Configuration form.

Employee Portal (EP) Widget Setup The following instructions describe how to create a custom widget in the Employee Portal Configuration Tool for linking to a third-party site.

Adding Widgets in the Employee Portal Configuration Tool The following instructions detail how to create a custom widget in the Employee Portal Configuration Tool linking to a third-party site using: • An embedded screen • A hyperlink

Note: You can access the tool directly from the Work Centers menu in PrismHR.

Using an Embedded Screen An embedded screen enables you to embed a third-party site in a custom widget in Employee Portal.

To create an embedded screen in Employee Portal (EP): 1. In PrismHR, click the Work Centers menu. 2. Under Work Centers|Employee Experience, click Employee Experience Configuration. 3. Select Configuration Templates. 4. On the appropriate template, click . 5. Select the Dashboard tab. 6. Click (New Custom Widget). Complete the following:

Field Action Title Enter a title for the widget.

Widget Visibility Enable the Manager Only option to display the widget in Employee Portal (EP) for managers only. Markdown Enter the following iframe syntax: For example, if you have an SSO set up on the SSO Services form with a Service ID of TCP, the syntax is {{ssold.TCP}}. Note: The width and height values are recommended. You can adjust these values as needed.

To save the template, click Save. Or, to apply the updated template all clients currently using the template, click Apply To Client(s).

Using an SSO Hyperlink An SSO link enables you to link to a third-party site within a custom widget in Employee Portal.

To create an SSO hyperlink in Employee Portal (EP): 1. In PrismHR, click the Work Centers menu. 2. Under Work Centers|Employee Experience, click Employee Experience Configuration. 3. Select Configuration Templates. 4. On the appropriate template, click (Edit). 5. Select the Dashboard tab. 6. Click (New Custom Widget). Complete the following fields:

Field Action Title Enter a title for the widget.

Widget Visibility Enable the Manager Only option to display the widget in Employee Portal (EP) for managers only. Markdown The following syntax provides an example of an SSO link: <img src=”{third-party URL}” width=”200”/>
Click here to log your time! Note: The width value is recommended. You can adjust this value as needed.

To save the template, click Save. Or, to apply the updated template all clients currently using the template, click Apply To Client(s).

Embedding Third-Party Sites in Custom Widgets When creating custom widgets from the Employee Experience Configuration form in PrismHR, you can enter markdown text to provide users in Employee Portal (EP) interaction with third-party sites. With an SSO hyperlink, users are directed to the third-party site through a new internet browser window without having to log in. With an embedded screen, users can interact with third-party content directly from the custom widget in EP.

Who Should Read This? As a service provider, use these instructions to create custom widgets on the Configuration Templates form with SSO hyperlink and iframe markdown text enabling users in EP to interact with third-party sites.

Before You Begin In order to embed or link to a third-party site from a dashboard widget, an SSO service must be created in PrismHR.

To create an SSO service in PrismHR: 1. Click Back Office. 2. From System|Change select System Parameters. The System Parameters form opens. 3. Click the Actions menu and select SSO Services. The SSO Services form opens.

Select + to add a new row.
Complete the following:

 Use this
                    To define this...
 option...
 Service ID         A unique identifier for the service.
 Description        A description of the service.
 Type               Select a service type, which is typically External for vendors. This opens the target
                    service in a separate browser window or tab.
                    Note: At this time, Internal SSO links are not available for PrismHR Custom Processes
                    or EP configurations. They are currently available for internal PrismHR use only.
 Service URL        The location of the product.

Select Save. For more information on configuring SSO services, see the Single Sign-On User Guide on the Customer Resource Center.

Creating an SSO Embedded Screen An SSO embedded screen enables you to embed a third-party site within a custom widget in EP.

To create an SSO embedded screen in EP: 1. In PrismHR, click the WORK CENTERS menu. 2. From the Employee Experience Work Center, select Employee Experience Configuration. The Employee Experience Configuration form opens. 3. Click Configuration Templates. The Configuration Templates form opens. 4. On the template you want to add an SSO embedded screen, click (Edit). 5. Select the Dashboard tab. 6. Click (Create New Widget). Complete the following:

 Use this option... To define this...
 Title                    A title for the widget.

 Widget Visibility        Enable the Manager Only option to display the widget in EP for managers only.

 Markdown                 Enter the following syntax:
                          <iframe style="width:100%; border:0; height:405px" src="{{ssoId.Service
                          ID}}"></iframe>
                          For example, if you have an SSO set up in System|Change|SSO Services with a
                          Service ID of TCP, the syntax is {{ssold.TCP}}.
                          Note: The width and height values are recommended. You can adjust these
                          values as needed.

To apply the updated template all clients currently using the template, select Apply To Client(s).

Click Save.

Creating an SSO Hyperlink An SSO link enables you to link to a third-party site within a custom widget in EP.

To create an SSO hyperlink in EP: 1. In PrismHR, click the WORK CENTERS menu. 2. From the Employee Experience Work Center, select Employee Experience Configuration. The Employee Experience Configuration form opens. 3. Click Configuration Templates. The Configuration Templates form opens. 4. On the template you want to add an SSO hyperlink, click (Edit). 5. Select the Dashboard tab. 6. Click (Create New Widget). Complete the following:

 Use this
                         To define this...
 option...
 Title                   A title for the widget.

 Widget Visibility Enable the Manager Only option to display the widget in EP for managers only.
 Markdown                The following syntax provides an example of an SSO link:
                         Example with escape characters:
                         "en":"<img src=\"https://exampleurl.com/\"
                         width=\"200\"/><br/>\nClick <a href=\"
                         {{ssoId.exampleSSOServiceId}}\" target=\"_
                         blank\">**here**</a> to enroll!\n"
                         Example without escape characters:
                         "en":"<img src="https://exampleurl.com/"
                         width="200"/><br/>\nClick <a href="
                         {{ssoId.exampleSSOServiceId}}" target="_
                         blank">**here**</a> to enroll!\n"
                         Note: The width value is recommended. You can adjust this value as needed.

To apply the updated template all clients currently using the template, select Apply To Client(s).

Click Save.

Outbound SSO Code Examples To register the user session, you must first get a session token (sessionId) by calling the LoginService.createPeoSession endpoint in the PrismHR Web Service API. Use the credentials that were set up for the web service user (username and password) along with the service provider identifier (peoId). For help locating the peoId, see PEO Identifier login/createPeoSession ( username , password , peoId )

You then use the SignOnService.validateTssoToken endpoint to validate the token that comes in the query string. signOn/validateTssoToken ( sessionId , tssoToken )

When you validate with the validateTssoToken endpoint, you receive a payload that contains the user information.

PEO Identifier Users with the necessary permissions can locate the PEO ID in the System Parameters for PrismHR.

Note: If there is no value in the PEO ID field, submit a ticket through the Customer Resource Center.

To view your PEO identifier: 1. Open the Back Office menu and select System Parameters under System|Change. 2. Locate the PEO ID.

Chapter 5 Inbound Configuration To support single sign-on from a third-party product to a PrismHR product, service providers and developers need to make sure that the system and code are ready. These instructions describe how to set up inbound SSO.

Inbound SSO Directly into Informer If you want to inbound SSO directly into Informer, you must set its SSO Service Destination to Outbound.

To inbound SSO directly into Informer: 1. Click Back Office and select System Parameters under System|Change. 2. Open the Actions menu and select SSO Services. 3. Identify the INF (Informer) Service ID. 4. Set the Service Destination to Outbound. 5. Click Save.

To inbound SSO directly into Informer, call the API endpoint SignOnService.redirectUrlByUser and use INF as the componentId.

Enabling SSO Redirect at EP Login Clients can use the Employee Portal (EP) login for employee authentication and redirection to a third-party application with single sign-on. This enables clients to build native mobile apps that can seamlessly integrate with EP.

To use the redirect after login, do the following: 1. Set up the third-party Service ID in System Parameters > Actions menu > SSO Services.

Add this string to the end of the standard EP URL in use: /#/?ssoServiceId=SERVICEID. For example, for an EP URL of https://abc-ep.prismhr.com, you would use this URL when building a native application: • https://abc-ep.prismhr.com/#/?ssoServiceId=SERVICEID. • Replace SERVICEID with the Service ID name specified in System Parameters > Actions menu > SSO Services.
You can combine this query parameter with a parameter that hides the registration. This is needed to get an application published by Apple. The syntax required to combine both parameters in a query is: • /#/?ssoServiceId=OFFICESCOPE&registration=false
```
  To see this demonstrated, use:

  https://abc-
  ep.prismhr.com/#/?ssoServiceId=OFFICESCOPE&registration=false
  (tbrown/Abcd!234)
```

SSO Deep Linking You can configure single sign-on settings in PrismHR to deep link a user to a specific form or even a separate module, like Benefits Enrollment or Onboarding.

Generating Deep Linking URLs The SignOnService.redirectUrlByUser and SignOnService.redirectUrlByEmployee endpoints provide an optional input parameter called componentId. In this field, you can specify either a PrismHR product (like BENEFITS or ONBOARDING – see below) or an Allowed Process ID, which takes the user to a specific form in the PrismHR application. You can only use the componentId of redirectURLByUser to deep link users into PrismHR. Similarly, you can only use componentId of redirectUrlByEmployee to deep link users into Benefits Enrollment or Onboarding. Make sure you use the appropriate endpoint for your use case. Both endpoints return a one-time redirect URL specific to the user or employee, which will navigate to the deep- linked module or form.

To retrieve a list of a user’s Allowed Process IDs, call PrismSecurity.getUserDetails. The allowedProcesses array is stored in the UserDetail response object.

Code Sample A generic PrismHR API request that includes the componentId – in this case, a cURL request to SignOnService.redirectUrlByUser – will take the following form:

Example SSO Deep Link Request

curl -X POST --header 'Content-Type: application/x-www-form-urlencoded'
--header 'Accept: application/json' --header 'sessionId:
[sessionId]' 'https://api.prismhr.com/api-
[version]/services/rest/signOn/redirectUrlByUser?clientId=
[clientId]&userId=[userId]&userType=[userType]&componentId=
[componentId]'

As specified above, this endpoint can only accept PrismHR process IDs like the ones highlighted in the image above. If you want to redirect an employee user into Benefits Enrollment, Onboarding, use redirectUrlByEmployee instead.

Deep Linking to Other Modules Note: redirectUrlByEmployee assumes that the redirected user will be type E (employee).

If you specify BENEFITS or ONBOARDING in the componentId field of SignOnService.redirectUrlByEmployee, the URL will redirect the employee to Benefits Enrollment or Onboarding. The system will only redirect the employee into Benefits Enrollment if both of the following are true: • The user is eligible to enroll in benefits. • Open Enrollment is in progress, or the user experienced a qualifying life event. The system will only redirect the user into Onboarding if they qualify for the onboarding process.

Inbound SSO Code Examples To register the user session, you must first get a session token (sessionId) by calling the LoginService’s createPeoSession endoint in the PrismHR API. Pass the credentials set up for the web service user (username and password) and the peoId in the request object, as show below. login/createPeoSession ( username , password , peoId )

Then the third-party vendor application must make a web service call to one of the SignOnService’s redirect endpoints: For any user (service provider, worksite manager or trusted advisor, and employee users): signOnService/redirectUrlByUser ( sessionId , clientId, userId, userType, {componentId}, {siteId} )

For employee users only: signOnService/redirectUrlByEmployee ( sessionId , clientId, employeeId, {componentId}, {siteId} )

Chapter 6 Sequence Diagrams The sequence diagrams illustrate the processes that occur in the outbound and inbound mechanisms for single sign-on.

Outbound Sequence Diagram The following illustrates what happens, technically, when a user links from a PrismHR product to a third-party vendor’s product.

Inbound Sequence Diagram The following illustrates what happens, technically, when a user links from a third-party vendor’s product to a PrismHR product.

Reports

This file is a combined export of PrismHR help topics in Reports. Source help system: https://tech-docs.prismhr.com/SP_help/Default.htm Each topic is separated by a heading and includes its original URL.

========================================================================

California Quarterly Reports

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Reports/California%20Quarterly%20Reports.htm Path: PD/Reports/California Quarterly Reports.htm

California Quarterly Reports

California is a client reported state. Every employer operating in the state of California need to report specific information periodically to the Employment Development Department (EDD) of the State of California. Use this form to generate the following reports:

Quarterly Contribution Return and Report of Wages (DE 9) - This report shows individual employee wages for each quarter for an employer. You must file the DE 9 Form for each quarter even if no wages were paid for a quarter. This report pulls information from the Employee Tax Register, Employer Register and the Client Tax Register. The DE 9 Form reconciles reported wages and paid taxes for each quarter. If the DE 9 Form shows an overpayment, the EDD will send you a refund automatically. If taxes are due, payment should be submitted with a Payroll Tax Deposit (DE 88 Form). You can file the DE 9 Form electronically or via paper.
Quarterly Wage and Withholding Report (DE 6) - In this form, clients report individual employees’ wages, personal income tax (PIT) withholdings, and the amount of California personal income tax that was withheld from their pay. This is a required report that must be completed by California employers on a quarterly basis. Employers must mail the DE 6 Form to the EDD by the end of the month following the end of each quarter (i.e. January, April, July, and October).

Note: Note: Client Access Group Security is enabled on this form.

To access the form, in the Work Centers panel, under Tax, click Quarterly Tax Processing. Under Quarterly Tax Reports click California Quarterly Reports.

To generate the California Quarterly Reports:

Complete the following:

Field	Description
Report Type	Select the report that you want to generate. Select one of the following options from the drop-down: - DE - 9 (Default) - DE - 6

DE - 9 (Default)
DE - 6 | Reporting Entity | Select the reporting entity from the following drop-down: - Employer (Default) |
Employer (Default) | Employer ID | If you want to limit this report to a specific employer, enter the Employer ID or click the Employer ID link and select one from the Select Employer dialog box. | | Client ID | This field will appear only if the Report Type above is selected as DE - 9. Enter the client Id if you want to run the report for a single client or select one from the Select Client dialog box. Leave this field blank to run for all clients for the selected employer. This field is optional. | | Tax Year | Enter the value in YYYY format. This is the year for which you want to report on. | | Quarter | Select the quarter for the download you want to report on. Valid choices are 1, 2, 3 and 4. Defaults to the current quarter prior to today’s date. |

Click Generate Report. The report will be downloaded to your system in a .csv format.

========================================================================

Carrier Plan Billing Report

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Reports/Carrier%20Plan%20Billing%20Report.htm Path: PD/Reports/Carrier Plan Billing Report.htm

Carrier Plan Billing Report

Use this form to generate a report that provides an output of all benefit enrollments (for a Carrier ID, Client ID or within the system) and the current monthly employee bill rate vs. premium rate. This report is not an actual billing report from payroll voucher data. The report will generate the billed vs. premium amounts from the Group Benefit Plan Billing and Premium rates to compare the employee bill rate to the actual premium rate being paid to the carrier and see the variance if any.

Note: Note: Client Access Group Security is enabled on this form.

To access the form, click Reports. Under Benefits|Report, click Carrier Plan Billing Report.

To generate the Carrier Plan Billing Report:

Complete the following:

Field Name	Description
As of Date	Enter the effective date for which you want to run this report.

Complete the Report Filters using the following:

Field Name — Description

Client ID — This field is optional. Leave this field blank for this report to run for all clients. If you want to restrict this report to run for selected clients, enter the Client IDs here or click the Client ID link and select them from the Select Clients dialog box.

Cost Center — This field is optional. Leave this field blank for this report to run for all cost centers. If you want to restrict this report to run for selected cost centers, enter the cost center codes here or click the Cost Center link and select them from the Select Cost Centers dialog box.

Carrier Plan ID — This field is optional. Leave this field blank for this report to run for all carrier plans. If you want to restrict this report to run for selected carrier plans, enter the carrier plan IDs here or click the Carrier Plan ID link and select them from the Select Carrier Plan ID dialog box.

Click Run to generate the report. The report shows up on screen.
Click Clear to clear the form at any time.
Click Close to close this form.

This report shows the following columns:

Carrier Plan ID
Plan Type
Employee ID
Employee Name
Client ID
Employer ID
Plan Status
Employee Coverage
Spouse Coverage
Dependents Coverage
Coverage End Date
Billed Premium
Insurance Premium
Variance

========================================================================

Client Activity Revenue Report

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Reports/Client%20Activity%20Revenue%20Report.htm Path: PD/Reports/Client Activity Revenue Report.htm

Client Activity Revenue Report

Use this form to generate a report to display client billing and paid employee counts sorted by cost center.

Note: Note: Client Access Group Security is enabled on this form.

To access the form, click Reports. Under Operations|Report, click Client Activity Revenue Report.

To generate the Client Activity Revenue Report:

Complete the Report Period using the following:

Field Name	Description
Starting Pay Date	Enter the starting pay date for which you want to run this report.
Ending Pay Date	Enter the ending pay date for which you want to run this report.

Complete the Sort Option using the following:

Field Name	Description
Report Type	Select the report type that you want from the following options: - Detail - Summary

Detail
Summary

Complete the Report Filters using the following:

Field Name	Description
Include Head Counts	This field is optional. Leave it blank to not indicate head count on your report. The Full Time and Part Time columns on the report will show zero. If you want head counts to appear in your report, then check the box and indicate the following: - By Effective Date - This is the default option. - By Transaction Date

By Effective Date - This is the default option.
By Transaction Date | Cost Center | This field is optional. Leave this field blank for this report to run for all cost centers. In case you want to limit this report for selected cost centers, enter the cost center codes here of click the Cost Center link and select the ones you want from the Select Cost Center dialog box. The corresponding cost center description auto populates. | | Client Pay Type | This field is optional. Leave this field blank for this report to run for all client pay types. If you want to limit this report to run for selected client pay types, select them here from the following drop-down: - ACH Client - Credit Card Client - Invoice Client |
ACH Client
Credit Card Client
Invoice Client

Click Run to generate the report. The report shows up on screen.
Click Clear to clear the form at any time.
Click Close to close this form.

This Detail report shows the following columns:

Cost Center
Sub Cost Center
Client ID
Client Name
SIC Code
Full Time
Part Time
Checks
Payroll
Invoice
Admin Fees
YTD Checks
YTD Payroll
YTD Invoices
YTD Admin Fees
Salesperson

This Summary report shows the following columns:

Cost Center
Clients
Full Time
Part Time
Checks
Payroll
Invoice
Admin Fees
YTD Checks
YTD Payroll
YTD Invoices
YTD Admin Fees

========================================================================

Conversion Vouchers Total Report

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Reports/Conversion%20Vouchers%20Total%20Report.htm Path: PD/Reports/Conversion Vouchers Total Report.htm

Conversion Vouchers Total Report

Use this form to generate a report to show the various values of the payroll vouchers that were converted into the system by the professional services during the PEO implementation process.

Note: Note the following:

Client Access Group security is enabled on this form.
The Conversion Vouchers Total Report is only available for in-process payrolls, and cannot be run on vouchers that have been converted. (Running this report returns data only when the Check History Import is in step 5 or previous steps. Use the Voucher Detail Report listed in the Report section of the Past Imports to gather information on converted vouchers.)

To access the form, click Reports. Under Operations|Report, click Conversion Vouchers Total Report.

To generate the Conversion Vouchers Total Report:

Complete the following:

Field Name	Description
Summarize By	Select any of the following four options by which you want to summarize this report: - Import Batch - This is the default option. - Client ID - Employer ID - Client ID - Employer ID

Import Batch - This is the default option.
Client ID
Employer ID
Client ID - Employer ID | Batch ID | Enter the batch number to be processed or click the Batch ID link and select one from the Select Import Batch dialog box. > Note: Note: This option only shows if you have selected Import Batch above. For all other options, complete the following fields. | | Start Date | Enter the starting pay date. | | End Date | Enter the ending pay date |

Click Generate Report to generate the report. A job progress window displays. In case of any errors, redo the process. Click Close to close the job progress window.
Click Download Report to download the report in a .csv format.

========================================================================

Daily Cash Report

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Reports/Daily%20Cash%20Report.htm Path: PD/Reports/Daily Cash Report.htm

Daily Cash Report

Use this form to generate a report that shows the service provider a consolidation of their daily cash inflows and outflows.

Note: Note: Client Access Group Security is enabled on this form.

To access the form, in the Reports menu, under the Accounts Receivable|Report section, click Daily Cash Report.

To generate the Daily Cash Report:

Complete the following:

Field Name	Description
Day Processed OR	Enter the processing date for which this report will be produced. This report will be based on transaction date i.e. date posted which is good for daily planning.
Pay Date	Enter the pay date for which this report will be produced. This report based on pay date is good for after-the-fact updates.
Report Type	Select the report type you want from the following drop-down: - Detail - Summary - This is the default option.

Detail
Summary - This is the default option.

Click Run. The Daily Cash Report for the date selected shows on screen.

The Summary Report shows the following columns:

Pay Date
Account - Account Number
Account Name
Check Paid
Payroll ACH Credits
Payroll ACH Debits
Invoice ACH Debits
Invoice ACH Credits
Garnishment Checks Paid
Checks Voided
HSA Contributions
HSA Match

Apart from the column totals, this report also shows

Net ACH Retransmittals posted for the day
Net of ACH transactions in queue

The Detail Report shows the following columns:

Pay Date
Account - Account Number
Account Name
Client ID
Client Name
Check Paid
Payroll ACH Credits
Payroll ACH Debits
Invoice ACH Debits
Invoice ACH Credits
Garnishment Checks Paid
Checks Voided
HSA Contributions
HSA Match

Apart from the column totals, this report also shows

Net ACH Retransmittals posted for the day
Net of ACH transactions in queue

========================================================================

Department of Labor Employment Statistics by Client Report

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Reports/Department%20of%20Labor%20Employment%20Statistics%20by%20Client%20Report.htm Path: PD/Reports/Department of Labor Employment Statistics by Client Report.htm

Department of Labor Employment Statistics by Client Report

Use this form to generate a report to display a summary level information for any pay period that includes the 12th of the user-defined reporting month for a client. The check date is not required to be within the reporting month if the pay period includes the 12th of the reporting month.

Note: Note:

Worksite Managers, Worksite Trusted Advisors, and Service Providers can access the form.
Client Access Group Security and Data Entity security is enabled on this form.

To access the form, click Reports. Under Operations|Report, click Department of Labor Employment Statistics by Client Report.

To generate the Department of Labor Employment Statistics by Client Report:

Complete the following:

Field Name	Description
Client ID	Enter the client ID that you want to run this report for or click the Client ID link to select it from the Select Client dialog box. The report will display employees who work for this client.
Commission Pay Codes to Include in the Report	This field is optional. Leave it blank to exclude all commission pay codes from the Commissions column in the report. If you want to include selected commission pay codes in the Commissions column in the report, enter them here or click the Commission Pay Codes to Include in the Report link and select them from the Select Pay Code dialog box. The corresponding pay description auto populates.
Earnings Pay Codes to Exclude	This field is optional. Leave it blank to include all earnings pay codes in Payroll column in the report. If you want this report to exclude selected earnings pay codes, enter them here or click the Earnings Pay Codes link and select them from the Select Pay Code dialog box. The corresponding pay description auto populates.
Starting Date	Enter the first date of a month from which you want to run this report. You cannot enter a date that is not the first date of the month.
Ending Date	Enter the last date of a month up to which you want to run this report. You cannot enter a date that is not the last date of the month.
Pay Period	This field is optional. When no pay period is selected, any payroll that crosses the 12th of the month will be included in the report. When a pay period is selected, only payrolls where the pay period crosses the 12th of the month AND the pay period matches the selection will be included. If you want to limit this report to run for a particular pay period, then select it from the following drop-down: - Daily - Weekly - Bi-Weekly - Semi-Monthly - Monthly

Daily
Weekly
Bi-Weekly
Semi-Monthly
Monthly

Click Run to generate the report. The report shows up on screen.
Click Clear to clear the form at any time.
Click Close to close this form at any time.

This report shows the following columns:

Client ID
Client Name
Month
Year
Supervisory Status - This column has the following break outs based on the “Supervisory” setting of the position code of the employee.
All Employees ( Supervisory & Non-Supervisory)
Non-Supervisory Employees
Employee Count
Woman Employee Count
Payroll
Commissions
Hours

========================================================================

Dependent and Beneficiary Report

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Reports/Dependent%20and%20Beneficiary%20Report.htm Path: PD/Reports/Dependent and Beneficiary Report.htm

Dependent and Beneficiary Report

Use this form to generate a report that shows dependents or beneficiaries associated with user defined benefits. This utility creates the dependent and beneficiary records in a .csv file format.

Note: Note: Client Access Group Security is enabled on this form.

To access the form, on the Work Centers panel, under Onboarding & Benefits, click Benefit Imports & Reporting. Under Benefit Reporting, click Dependent and Benefit Report.

To generate the dependent and beneficiary report:

Complete the following fields:

Field	Description
Effective Date	Enter the coverage date.
Date Type	Select one of the following options: - Plans that are for the defined effective date only - Plans that were effective as of the effective date

Plans that are for the defined effective date only
Plans that were effective as of the effective date | Benefit Plans | Enter the benefit plan IDs if you want to limit this download to specific benefit plans only. Click the Plan ID link to add the benefit plans from the Select Plan dialog box. Leave this field blank to select all benefit plans. | | Member Type | Select one of the following options: - All (default option which includes both dependents and beneficiaries) - Dependent Only - Beneficiaries Only |
All (default option which includes both dependents and beneficiaries)
Dependent Only
Beneficiaries Only | Enrollment Status Codes | Select one or more of the following options: - Eligible Unenrolled - Active Enrollment - Terminated Enrollment - COBRA Enrollment - Waived Enrollment |
Eligible Unenrolled
Active Enrollment
Terminated Enrollment
COBRA Enrollment
Waived Enrollment | Client ID | Enter the client ID if you want to limit the download to a specific client or click the Client ID link to select one from the Select Client dialog box. Leave this field blank to select all clients. | | Employee ID | Enter employee ID if you want to limit the download to a specific employee or click the Employee ID link to select one from the Select Employee dialog box. Leave this blank to select all employees. |

Click Generate. A job progress window opens. In case of any errors, correct them and redo the process.
Click Close to close the job progress window.
Click Download to download the report in a .csv file format.
Click Clear to clear the screen.

========================================================================

Employee FSA Balance Summary Report

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Reports/Employee%20FSA%20Balance%20Summary%20Report.htm Path: PD/Reports/Employee FSA Balance Summary Report.htm

Employee FSA Balance Summary Report

Use this form to generate a report to show the Flexible Spending Account balances for employees on a given date for a plan year.

Note: Note:

Worksite Managers, Worksite Trusted Advisors, and Service Providers can access the form.
Client Access Group Security and Data Entity security is enabled on this form.

To access the form, click Reports. Under Benefits|Report, click Employee FSA Balance Summary Report.

To generate the Employee FSA Balance Summary Report:

Complete the following:

Field Name — Description

As of Date — This field is required. Enter the effective date of this report.

Client ID — This field is optional. Leave this field blank to run this report for all clients. Enter the Client ID to run this report for a single client, or click the Client ID link and select one from the Select Client list.

Year — Enter the plan year for this report. (The default value is the current year, and you can enter a year no greater than ten years in the past.) To pull Heath Savings Account (HSA) values for this report, enter “HS” before the year. For example, to pull HSA values from 2023, enter “HS2023”.

Click Run to generate the report. The report displays. Click XLS to download the report.

This report displays the following columns:

Client Name
Employee Name
Employee ID
Plan Year
Account Type
Account Description
Annual Elected
YTD Amount Deductions
YTD Reimbursed
YTD Amount Matched

========================================================================

Employee Period Pay and Hours Audit Report

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Reports/Employee%20Period%20Pay%20and%20Hours%20Audit%20Report.htm Path: PD/Reports/Employee Period Pay and Hours Audit Report.htm

Employee Period Pay and Hours Audit Report

Use this form to generate a global report for any employee that has Standard Hours/Annual Hours or Period Pay/Annual Pay that doesn’t match to their Pay Period Standard hours or logical annual pay rate.

[Image: screenshot]

Example: If hourly employee pay period is Weekly so they should have 40 standard hours and their hourly rate should equal an annual rate of hourly rate times 2080. If an employee’s standard hours are something different than 40 or their annual or period pay does not equal the appropriate hourly rate times annual hours, then they appear on this report with Yes in the Review column to indicate review of that item.

Note: Note: Client Access Group Security is enabled on this form.

To access the form, click Reports. Under Operations|Report, click Employee Period Pay and Hours Audit Report.

To generate the Employee Period Pay and Hours Audit Report:

Complete the following:

Field Name — Description

Client ID — This field is optional. Leave this field blank to run this report for all clients. If you want to restrict this report to selected clients, enter the Client IDs here or click the Client ID link and select them from the Select Client dialog box. The Client Name auto populates.

Display salary employees only — This field is optional. Check this field is you want to run this report for salaried employees only.

Click Run to generate the report. The Employee Period Pay and Hours Audit Report displays. For example:

[Image: screenshot]

Viewing the Report

The following fields display on the report:

Field	Description
Client ID	The ID of the client.
Employee ID	The employee ID number.
Employee Name	The name of the employee.
Pay Method	The method by which the employee is paid: - H: Hourly - S: Salary - VSalary: Variable Salary Note: Employees assigned the Variable Salary option in the Pay Method field on the Employee Details form displays as “VSalary” in the on-screen and .xls report output. (The Variable Salary option only displays if the VARSALMETHOD custom feature code is enabled on the System Parameters form.)

H: Hourly
S: Salary
VSalary: Variable Salary | Pay Period | The employee’s pay period. | | Standard Hours | The employee’s standard of hours per pay period. | | Standard Hours Review | Indicates whether the employee’s standard hours were reviewed. | | Annual Hours | The employee’s annual amount of hours. | | Annual Hours Review | Indicates whether the employee’s annual hours were reviewed. | | Hourly Rate | The employee’s hourly rate of pay. | | Period Pay | The employee’s total period pay. | | Period Pay Review | Indicates whether the employee’s period pay hours were reviewed. | | Annual Pay | The employee’s annual amount of pay. | | Annual Pay Review | Indicates whether the employee’s annual pay hours were reviewed. | ========================================================================

Employee Tax Credit Report

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Reports/Employee%20Tax%20Credit%20Report.htm Path: PD/Reports/Employee Tax Credit Report.htm

Employee Tax Credit Report

Use this form to generate a report to display a list of employees eligible for tax credit with summary hours worked and total earnings for a calendar year.

Note: Note: An employee becomes eligible to appear in this report if the Tax Credit Eligible field is checked under the Miscellaneous section under the Work tab in the Employee Details form. This is a dynamic setting. When flagged, the employee will be reported for all relevant payrolls for that calendar year even if some of those payrolls were processed prior to this flag being set.

Note: Note: Client Access Group security is enabled on this form.

To access the form, click Reports. Under Operations|Report, click Employee Tax Credit Report.

To generate the Employee Tax Credit Report:

Complete the following:

Field Name — Description

Calendar Year — Select the calendar year you want to run this report for from the drop-down. The default option is the current year. The drop-down has a 10 year look back starting from the current year.

Click Run to generate the report. The report shows up on screen.
Click Clear to clear the form at any time.
Click Close to close this form at any time.

This report shows the following columns:

Client ID
Client Name
Employee ID
Employee Name
Credit - “Y” means eligible for tax credit.
Hours Worked - Hours worked for a calendar year by the employee under that Client ID.
Earnings - Earnings for a calendar year for that employee under that Client ID.

========================================================================

Employer FICA Tip Credit Report

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Reports/Employer%20FICA%20Tip%20Credit%20Report.htm Path: PD/Reports/Employer FICA Tip Credit Report.htm

Employer FICA Tip Credit Report

Use this form to generate a report to identify the employer portion of Social Security taxes paid on employee tips to be used for tax credits/offsets for one or more employers.

Note: Note:

Client Access Group Security is enabled on this form.

To access the form, click Reports. Under Operations|Report, click Employer FICA Tip Credit Report.

To generate the FICA Tip Credit Report:

Complete the Report Period using one of the following:

Field Name — Description

Payroll Number — Enter the payroll number of click the Payroll Number link and select one from the Select Payroll Batches dialog box for which you want to run this report OR

Pay Date Range — Start Date - Enter the starting pay date for which you want to run this report. End Date - Enter the ending pay date for which you want to run this report.

Complete the following Parameters:

Field Name — Description

FICA Tip Credit Calculate Rate — 7.25 - This field is pre-populated with the required rate.

Credit Percentage — Enter 7.65. This is the combined percentage of employer paid social security and Medicare tax rate at this time.

Include Rate Class of “Other in O/T Column — This field is optional. Check this box if you want to include Rate Class of”Other” in O/T column.

Employer ID — This field is optional. Enter the employer IDs that you want to report on or click the Employer ID link and select the ones that you want to report on from the Select Employer dialog box. Leave this field blank to run for all employers.

Click Run to generate the report. The report shows up on screen. Click XLS to download the report.

This report shows the following columns:

Employer ID
Client ID
Employee Name
Employee ID
Regular Hours - Regular Hours worked.
O/T Hours - Overtime Hours worked.
Regular Pay
O/T Pay - Overtime Pay.
Total Tips - Total tips received for the pay period or in the payroll number for that employer.
Reg Wage Over Min - Regular Wage over Minimum Wage.
O/T Wage Over Min - Overtime Wage Over Minimum Wage.
Tips Over Minimum
Tip Credit

========================================================================

Find Changes to a Client

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Reports/Find%20All%20Changes%20for%20a%20Client.htm Path: PD/Reports/Find All Changes for a Client.htm

Find Changes to a Client

Use this form to generate a report that shows all changes made to a client record for a selected date or date range.

Note: Note: Client Access Group Security is enabled on this form.

To access the form, clickReports menu. Under System|Report, click Find Changes to a Client.

To find all changes made to a client record:

Complete the following fields:

In this Field	Enter this
Client ID	The Client ID for the employee or click Client ID to select the client from the Select Client list. (This field is required.)
Sort By	Select one of the following options: - Date: Select this option if you want to see the changes sorted by dates when the change was made. - File: Select this option if you want to see the changes sorted by files in which the change was made.

Date: Select this option if you want to see the changes sorted by dates when the change was made.
File: Select this option if you want to see the changes sorted by files in which the change was made. | Start Date | This field is optional. Enter a date if you want to limit the report to a specific date, or the first date of the date range. Leave it blank for all dates. | | End Date | This field is optional. Enter a date if you want to limit the report to a specific date, or the last date of the date range. Leave it blank for all dates. |

Click Generate Report to generate the File Audit Report which show the changes (Before Value and After Value) made to all the audited database files for the selected employee, for the selected date or date range.

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Find Changes to a File

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Reports/Find%20Changes%20to%20a%20File.htm Path: PD/Reports/Find Changes to a File.htm

Find Changes to a File

Use this report to see all changes made by each user in a particular file.

Note: Note: This form does not use Client Access Group Security.

To access the form, click Reports. Under System|Report, click Find Changes to a File.

To find changes to a file:

Click the Audited File Name link. Select an audited file name from the Select Audited File Name list. This field is mandatory.
To find changes in a specific field, click the Audited Field Name link, and select it from the Select Audited Field Name list.
In the Audited Begin Date, enter the date from which you want to find changes.
In the Audited End Date, enter the date up to which you want to find changes.
To find changes in a specific record, click the Audited Record ID link and select it from the Select Audited Record ID list.
To find changes for a specific client, click the Client ID link and select the client from the Select Client list.
Click Generate Report - a job progress window opens. To fix errors if any, redo the process.
Click Close to close the job progress window.
The File Audit Report opens, listing all the changes for the selected file, based on criteria selected above.
Click the XLS link to download the report.

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Find Voucher from a Credit Account or Amount

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Reports/Find%20Voucher%20from%20a%20Credit%20Account%20or%20Amount.htm Path: PD/Reports/Find Voucher from a Credit Account or Amount.htm

Find Voucher from a Credit Account or Amount

Use this form to generate a report to find a voucher using a credit account or credit amount.

Note: Note: Client Access Group Security is enabled on this form.

To access the form, ClickReports menu. Under Operations|Report, click Find Voucher from a Credit Account or Amount.

To find voucher from a credit account or amount:

Complete the following fields:

Field — Description

Starting Pay Date — This field is optional. Enter the pay date from which you want to generate the report.

Ending Pay Date — This field is optional. Enter the pay date up to which you want to generate the report.

Credit Account — This field is optional. Enter the credit account for which you want to generate the report. Leave this field blank to include all credit accounts.

Credit Amount — This field is optional. Enter the credit amount for which you want to generate the report. Leave this field blank to include all credit amounts.

Client ID — This field is optional. The specific client ID for the download. Click the Client ID link and select the client from the Select Client look-up. Leave this field blank to select all clients.

Click Find Vouchers. A progress window opens up. In case of any errors, redo and try again.
Click Report to show the report on the screen.
Click the XLS link to download the report.

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Find Voucher from a Debit Account or Amount

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Reports/Find%20Voucher%20from%20a%20Debit%20Account%20or%20Amount.htm Path: PD/Reports/Find Voucher from a Debit Account or Amount.htm

Find Voucher from a Debit Account or Amount

Use this form to generate a report to find vouchers using a debit account or debit amount.

Note: Note: Client Access Group Security is enabled on this form.

To access the form, ClickReports menu. Under Operations|Report, click Find Voucher from a Debit Account or Amount.

To generate the report to find vouchers from a debit account or amount:

Complete the following fields:

Field — Description

Starting Pay Date — This field is optional. Enter the pay date from which you want to generate the report.

Ending Pay Date — This field is optional. Enter the pay date up to which you want to generate the report.

Debit Account — This field is optional. Enter the debit account for which you want to generate the report. Leave this field blank to include all debit accounts.

Debit Amount — This field is optional. Enter the debit amount for which you want to generate the report. Leave this field blank to include all debit amounts.

Click Find Vouchers. A progress window opens up. In case of any errors, redo and try again.
Click Report to show the report on the screen.
Click the XLS link to download the report.

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Global Bill Pending Report

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Reports/Global%20Bill%20Pending%20Report.htm Path: PD/Reports/Global Bill Pending Report.htm

Global Bill Pending Report

Use this form to generate a global report to display the pending bills for all or selected clients. These are generally items that are pending or in progress in a payroll but can contain items from completed payrolls also.

Note: Note: The Client Bill Pending report in Report Center shows completed and processed bills pending from billing vouchers.

Note: Note: Client Access Group Security is enabled on this form.

To access the form, click Reports. Under Operations|Report, click Global Bill Pending Report.

To generate the Global Bill Pending Report:

Complete the following:

Field Name — Description

Client ID — This field is optional. Leave this field blank to run this report for all clients. If you want to restrict this report to a few selected clients, enter the Client IDs here or click the Client ID link and select them from the Select Client dialog box. The Client Name auto populates.

Click Run to generate the report. The report shows up on screen.

This report shows the following columns:

Client ID
Client Name
Bill Date
Event Code
Description
Bill Units
Bill Rate
Bill Amount

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Global Client Allocation Report

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Reports/Global%20Client%20Allocation%20Report.htm Path: PD/Reports/Global Client Allocation Report.htm

Global Client Allocation Report

Use this form to generate a report that provides a listing of all client allocations globally based on the allocation format selected.

Note: Note: Client Access Group Security is enabled on this form.

To access the form, click Reports menu. Under Operations|Report, click Global Client Allocation Report.

To generate the Global Client Allocation Report:

Complete the following:

Field Name	Description
Selection Parameters section
Starting Pay Date	Enter the start date of the report period.
Ending Pay Date	Enter the end date of the report period.
Client ID	This field is optional. Leave this field blank to run this report for all clients. If you want to restrict this report for a few clients, enter the Client IDs here or click the Client ID link and select them from the Select Client dialog box.
Cost Center	This field is optional. Leave this field blank for the report to run for all cost centers. If you want to limit this report for a specific cost center, enter it here or click the Cost Center link and select it from the Select Cost Centers dialog box. This will override the Clients selected above.
Client Category	This field is optional. Leave this field blank for the report to run for all clients. If you want to limit this report to run only for a client with category entered, then enter the category code here or click the Client Category link and select it from the Select Categories dialog box. This will override the Clients selected above.
Report Parameters section
Allocation Format (7 columns)	Select the allocation format from the drop-down.
Report Type	Select the type of report you want to generate from the following drop-down: - Detail Report - this is the default option. - Summary Report

Detail Report - this is the default option.
Summary Report | Suppress EE in Report | This field is optional. Check this box if you want to suppress employee information in the report. | | Suppress Employee ID | This field is optional. Check this box if you want to suppress employee ID in the report. | | Suppress Subtotals | This field is optional. Check this box if you want to suppress subtotals in the report. | | Field Type Column Display | Select one of the options from the following drop-down: - Both Code and Description - this is the default option. - Code Only - Description Only - Do Not Display |
Both Code and Description - this is the default option.
Code Only
Description Only
Do Not Display | Field Type Display Order | Select one of the options from the following drop-down: After EE Info Before EE Info - This is the default option. | | Other Parameters section | | | Sort Field Type by Description | This field is optional. Check this box if you want to sort field type by description in the report. | | Suppress Page Break on Primary Sort (Detail Report) | This field is optional. Check this box if you want to suppress page break on primary sort in the detail report. | | Include Page Break on Primary Sort (Summary Report) | This field is optional. Check this box if you want to include page break on primary sort in the summary report. | | Print Detail Line if Zero | This field is optional. Check this box if you want to include detail lines with zero or no amounts in the report. | | Suppress Miscellaneous Billing | This field is optional. Check this box if you want to exclude miscellaneous billing charges (Misc Charges) from the report. | | Output File (XLS) section | | | Suppress Company Name | This field is optional. Check this box if you want to exclude the client name from the report. | | Suppress Report Title | This field is optional. Check this box if you want to exclude the report title from the report. | | Suppress Select Criteria | This field is optional. Check this box if you want to exclude selection criteria from the report. | | Allocation and Sort Parameters section | | | Field Type | Select the field by which you want to sort this report for example EMPLOYEE. | | Field Labels | The field label for the Field Type selected above will display. For example if EMPLOYEE is selected above, then it will display Employee ID and Employee Name. | | Sort/Detail | Select one of the options from the following drop-down: - Detail Only - Sort By |
Detail Only
Sort By | Sub Total | Select one of the options from the following drop-down: - Yes - No |
Yes
No

Click Run to generate the report. The report shows up on the screen.

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Health Premium Credit Information Report

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Reports/Health%20Premium%20Credit%20Information%20Report.htm Path: PD/Reports/Health Premium Credit Information Report.htm

Health Premium Credit Information Report

Use this form to generate a report of Employees, Hours and Wages, Benefit Plans enrolled in and total employer premiums paid for a year. There is a calculated total at the end of the report of Total Service Hours & Total Wages Paid used in the calculation of Average annual wages and FTE Count - this is used for a client to claim a health premium credit with the IRS.

Note: Note:

Client Access Group security and Data Entity security is enabled on this form.
Worksite Managers, Worksite Trusted Advisors and Service Providers can access the form.

To access the form, click Reports menu. Under Benefits|Report, click Health Premium Credit Information Report.

To generate the Health Premium Credit Information Report:

Complete the following:

Field Name — Description

Year — Select the report year from the drop-down. By default the current year displays. You have the option of a 10 year look back.

Use Weeks Worked Equivalency Method — Check this box if you want to use Weeks Worked Equivalency Method in place of actual hours. > Note: Note: Use a weeks-worked equivalency whereby the employee is credited with 40 hours of service for each week for which the employee would be required to be credited with at least 1 hour. If Unchecked, use Actual Hours worked.

Click Run to generate the report. The report shows up on the screen.

This report shows the following columns:

Employee ID
Employee Name
Status Code
Term Date
Hours of Service
Wages Paid
Benefit Plan Name
Insurance Class - Medical, Dental or Vision
Employer Premium Paid

It also shows the following calculated values of

Total Service Hours
Total Wages Paid
Average Annual Wages
FTE Count

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Payroll Reports

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Reports/Payroll%20Reports.htm Path: PD/Reports/Payroll Reports.htm

Payroll Reports

Use this form to view the payroll reports available for a payroll number.

Security

Uses Client Access Group security.
Worksite Managers, Worksite Trusted Advisors, and Service Providers can access the form.

For example:

[Image: screenshot]

Note: Note: You can only access this form from either the Payroll Summary form or the Recent Payrolls view on the PrismHR dashboard. For example, click the

[Image: screenshot]

icon beside the Payroll Number entered on the Payroll Summary form to navigate to this form for payroll reports for that payroll number. (You cannot access this form any other way. You cannot search for this form using any search method.)

To view the payroll reports available for a payroll number:

Click the Reprint Payroll Checks link to go to the Reprinting Payroll Checks form to reprint or rebuild all any of the checks contained in this payroll. The job will be listed at the top of the list on this form (see screenshot above for example).

Note: Note the following:

The Reprint Payroll Checks link is only available for worksite managers and worksite trusted advisors if they are assigned the Payroll - Prints Checks HR Role. (For more information about defining users, see the System Administration Guide.)
You cannot choose the Payroll Number or Pay Date on the Reprint Payroll Checks form. This information is already pre-filled from what you have selected earlier on the form from where you navigated here, such as the Payroll Summary form or the Recent Payrolls view on the PrismHR dashboard.

Click the down arrow icon to open the job file.
Click the question mark icon:

— For a check to go the following screen. Click Reprint to go to the Reprinting Payroll Checks form for that check number. Click Delete to delete the record. Click Close to close the window.

[Image: screenshot]

— For any other class of completed report to go to the following screen. Click Delete to delete the record. Click Close to close the window.

[Image: screenshot]

Click Close to close the Payroll Reports form.

Working with Archived Payroll Reports

When payroll reports are created for a posted payroll they fall into two types, those that are “set in stone” and those that are created “on the fly” from the stored data. In both cases, the system stores the User ID of the payroll processor with the report information. When reports are accessed after they have been archived, the system makes the “set in stone” reports accessible again and recreates the “on the fly” reports. However, in both cases, the reports retain the original User ID, which is returned when the archived reports are populated in the Payroll Reports form.

Note: Note: Payroll Reports are archived after 90 days.

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Generating PFML Bulk Processing Files

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Reports/PFML_Bulk_Download.htm Path: PD/Reports/PFML_Bulk_Download.htm

Generating PFML Bulk Processing Files

You can use PrismHR to download the Massachusetts and Connecticut Paid Family & Medical Leave bulk processing files. This download picks up MA or CT PFML data for all clients, but not corporate account data.

Note: Note: You can only enter information for a single bank account.

To download this bulk processing file:

If you are not already there, go to the PFML Bulk Processing form (located in theReports menu under Operations|Report).
Select the appropriate State. Currently, this form supports downloads for MA.
Enter the appropriate Year and Quarter.
Enter the information for the bank account receiving PFML payments.
Configure the clients and employers you want to include or exclude from the file. See Filtering Client and Employer Data below.
Select Run. The file generates according to your Year and Quarter specifications.

Filtering Client and Employer Data

You can use the Include/Exclude panel to configure the client and employer data that displays on the PFML download. Client and employer data displays identically on the download. In other words, the download does not indicate whether a specific item represents a client or an employer.

Note: Note: If you want to exclude all clients or employers from the download, select Exclude for the appropriate entity and then leave the table blank.

To filter the download contents by client and employer:

In the Client field, select Include or Exclude. If you do not select an option, the default is Include.
In the table, enter the Client IDs you want to include in, or exclude from, the download.
In the Employer field, select Include or Exclude. If you do not select an option, the default is Include.
In the table, enter the Employer IDs you want to include in, or exclude from, the download.
When you finish, you can Run the download.

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Sales Tax Liability Report

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Reports/Sales%20Tax%20Liability%20Report.htm Path: PD/Reports/Sales Tax Liability Report.htm

Sales Tax Liability Report

Use this form to generate the sales tax liability report which shows any sales tax liability accrued by Tax Code, Client ID, and Invoice Number. This report uses the Employer and/or Client’s Billing Vouchers and can generate two versions of this report as follows:

Summary - The summary version of the report is a combined total of the individual sales tax code for gross sales, taxable sales and sales tax for the entire pay date range selected for the entire employer ID and client ID optional filters selected - no breaks for client or employer, just totals per tax code. This report is based on completed payrolls sorted by tax code and then by Client Name. This report does not produce results for calculated/in progress payrolls.
Detail - The Detail version of the report shows sales tax detail by Tax code, including a detailed breakdown by client, invoice and pay date and provides gross sales, taxable sales and sales tax. This report is based on completed payrolls sorted by tax code and then by Client Name. When a payroll that is in a calculated state is selected, the report data returned is based on EBV.INIT.

Note: Note: Client Access Group Security is enabled on this form.

To access the form, click Reports. Under Employer|Report, click Sales Tax Liability Report.

To generate the Pending Benefit Self-Billing Report:

Complete the following:

Field Name	Description
Report Type	Select the report type that you want to generate from the following options: - Summary - this is the default option. - Detail

Summary - this is the default option.
Detail | Starting Pay Date | Enter the starting pay date for which you want to run this report. | | Ending Pay Date | Enter the ending pay date for which you want to run this report. | | Employer ID | Enter the Employer IDs or click the Employer ID link and select the ones from the Select Employer dialog box. The report will then be limited to employees who work for the selected employers. This field is optional. Leave it blank for the report to run for all employers. | | Client ID | This field is optional. Leave it blank for the report to run for all clients. If you want to limit the report for a select Enter the client ID or click the Client ID link to select one from the Select Client dialog box. The report will then be limited to employees who work for this client. |

Click Run to generate the report. The report shows up on screen. Click XLS to download the report.

The Summary version of this report shows the following columns:

Tax Code
Gross Sales
Taxable Sales
Sales Tax

The Detail version of this report shows the following columns:

Tax Code
Client - shows the client ID.
Client Name
Invoice Number
Pay Date
Gross Sales
Taxable Sales
Sales Tax

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Reporting

Source: https://tech-docs.prismhr.com/SP_help/Content/PD/Reports/WC_Reporting.htm Path: PD/Reports/WC_Reporting.htm

Reporting

The Tax area on the Work Centers panel provides access to Report Center, a central location where you can find, configure, organize, and launch reports. Icons, descriptions, and previews make it easy to quickly find what you’re looking for and run reports across one or more of your clients.

Report Center provides a comprehensive documentation set that includes a User Guide and an Administration Guide in PDF format and online help. It also comes with a full overview video and video snippets that let you jump to a particular area of interest.

Overview, Work Centers, SSO, and Miscellaneous

PrismHR Help Overview

Known Issues

Known Issues

Actions Menu

Using the Actions Menu

Conventions

Conventions

Dates

Entering Dates

Data Mapping

Displaying Data Mapping Details

“Global” and “Company”

“Global” and “Company”

Navigating PrismHR

Navigating PrismHR

Online Help

Navigating Online Help

Reports

Accessing Reports

PrismHR Help Overview

PrismHR Help Overview

User Guide PDFs

User Guides

Work Centers

About Benefit Imports

About Benefit Imports

Benefit Reporting

Benefit Reporting

Bulk Change Tools

Bulk Change Tools

Enrollment Maintenance

Enrollment Maintenance

FSA & HSA Plans

FSA & HSA Plans

Group Benefit Plans

Group Benefit Plans

Retirement Plans

Retirement Plans

EFW2 Exports

EFW2 Exports

File Exports

File Exports

Setup Forms

Setup Forms

3rd Party Exports

3rd Party Exports

Government Exports

Government Exports

Quarterly SUTA Tax Processing (Client Reported)

Quarterly SUTA Tax Processing (Client Reported)

Quarterly Tax Reports

Quarterly Tax Reports

SBEA Reporting

SBEA Reporting

Setup

Setup

W-2 Parameter Setup

W-2 Parameter Setup

W-2 Printing

W-2 Printing

W-2 Processes

W-2 Processes

W-2 Reporting

W-2 Reporting

W-2 Setup Reports

W-2 Setup Reports

W-2 Setup

W-2 Setup

Identity, Access & SSO

PrismONE ID – PrismHR User Admin Access Action Menu

PrismONE ID – PrismHR User Admin Access Action Menu

Overview

Problem

Solution

Enablement

Using

Partially Registered Users

Limitations

Security Considerations