paylocity training guide - convio
TRANSCRIPT
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PaylocityTrainingGuide
HOWTO ACCESS YOUR PAYLOC ITY USER ACCOUNT AND LOCATE THE TRA IN ING RESOURCES
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HowtoRegisterAsUserHOWTO CREATE YOUR EXPER I ENCE WORKS USER ACCOUNT W ITH
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AccessingtheWebsite1.Gotowww.paylocity.com
2.SelectLogin 1 2
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RegisterUser3.SelectRegisterUser
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EmployeeInformation1. Enter42329for CompanyID
2. EnteryourLastNameasitisinoursystem
3. EnteryourSocialSecuritynumber(SSN)
4. Re-enteryourSocialSecuritynumbertoConfirmSSN
5. EnteryourHomeZipCode
6. ClickonI’mnotarobotandselecttheappropriateimages
7. ClickonContinue
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SecurityQuestions
1. Select3uniquequestionsfromthedropdownmenu
2. Providetheanswerstoeachquestion
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UsernameandPassword1. EnteryourEmployeeID
NumberforUsername
2. CreateaPasswordfollowingthespecificationlistedonthescreen
3. Re-enterthepasswordtoConfirmPassword
4. Select Continue toaccessyouraccount
5. SelectGoBack tochangeyourSecurityQuestions
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AccessingtheAccount1. Amessagewilldisplayonthe
screenafterasuccessfulregistrationprocessiscompleted.
2. Enter42329forCompanyID
3. EntertheUsername
4. EnterthePassword selected
5. SelectRememberMyUsername
6. ClickLogin toaccesstheemployeeaccount
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TrainingResourcesHOWTO ACCESS THE TRA IN ING MANUALS , PDF HANDOUTS AND
DEMO V IDEOS ( TRA IN ING COURSES )
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EmployeeTrainingResources
1. SelectEmployeeTrainingDocumentslocatedunderApplicationsectiontoaccessthetrainingmaterials.
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QuickGuides
Youcanaccessthecontenttwoseparateways:
1. ClickingonQuickGuides&Manualsfromthemainmenu,or
2. ClickingontheQuickGuidesicon
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WebTime
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YoumustselectWebTimetoaccessthecontentby:1. ClickingonWebTimefromthemainmenu,or2. ClickingontheWebTimeicon
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Manuals,PDFs&DemoVideosEmployeeswillhaveaccesstoavarietyofinstructionalresourcesforWebTimesystem:
1. Manuals– Detailedmanualswithalltheprocessesandactionsyoucanperformasauser.
2. PDFs– EasytousePDFhandoutswithastepbystepinstructions.
3. DemoVideos– Shortinstructionaltrainingvideoswithdemonstrationsonhowtocompleteeachprocess
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TrainingCourses:SalariedStaffSalariedstaffarerequiredtowatchthefollowing:
1. WebTimeforTimesheetEmployees
2. UsingWebTime
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TrainingCourses:HourlyStaffHourlystaffarerequiredtowatchthefollowing:
1. WebTimeforWebPunchEmployee
2. UsingWebTime
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TrainingCourses:ManagersManagersarerequiredtowatch4trainingcourses.Threelocatedinthispage:
1. WebTimeforTimesheetEmployees
2. WebTimeforWebPunchEmployee
3. UsingWebTime
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Note:ThefourthcoursewillbelocatedinthePaylocitywebsiteoutsideyouraccount.Seeslides17-20.
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Managerswillberequiredtocompleteanadditionalcourselocatedatthewebsite:www.Paylocity.com
1. Onceonthemainwebsite,selectResources
2. SelectClientTrainingfromthedropdownmenu
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TrainingCourses:Managers
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Time&LaborManagement
3. SelecttheiconTime&LaborManagement
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WebTimeforSupervisors
4. ClickontheView&Registerlink
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WebTimeforSupervisors1. EnteryourFirstand
LastName2. EnteryourEWEmail3. Re-enteryouremailto
ConfirmEmail4. Enter42329 for
CompanyID5. EnterExperience
WorksforCompanyName
6. SelectClicktoContinue
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ViewingtheContent
1. SelectStarttobeginthecourse.
2. Select Lessons toreviewanyofthecoursesections.
3. YoucanaccesstheTableofContentbyscrollingdowntotheendofthepageandselectTOC fromthecoursenavigationbar.
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UnderstandingtheNewEWAccountingUnits
HOWTO A L LOCATE T IME US ING THE NEWACCOUNT ING UN ITS SYSTEM
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NewAccountingUnits
Staffwillreceiveanemailnotificationwiththenewaccountingunitsformatthatwillinclude:
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SalariedStaffwillneedtoallocatetheirtimetothecorrespondentAccountingUnitsbyselectingthemagnifierglassiconunderCostCenter: