To Do List
To Do List - Payment Details
When ACH payment information is still missing for an enabled billing payment type, Payment Details appears in the TO DO sidebar on your employer Home page. The badge shows how many payment types need attention. When Consolidated Billing is on, ...
To Do - Assign Managers
The TO DO list on Home shows tasks that need employer attention. Assign Managers appears when two or more employees still need a manager. To open Assign Managers from TO DO: As an employer, go to Home. In the TO DO list, select Assign Managers. The ...
To Do - Checklists
Employees with incomplete onboarding or offboarding checklist tasks appear under Checklists in the TO DO sidebar on the home screen. Employers, Onboarding Feature Admins, and managers can open that list and select an employee to open their checklist. ...
To Do - Time
When Time is enabled, Employers and Time Approvers see pending employee time edit requests under Time in the TO DO list on Home. Employers see pending edits for their employees. Time Approvers see pending edits for the employees they are assigned to. ...
To Do - Pending EOI
Use Pending EOI on the home-screen TO DO list to open employees who still need an evidence of insurability (EOI) decision, then approve or deny the pending coverage after the insurance carrier decides. Who this is for Employers (including a Global ...
To Do - Outstanding Benefit Enrollment
Use Outstanding benefit enrollment on your Home TO DO list to see employees who still need to complete benefit elections and email them a reminder. Employers, and Feature Admins who can administer Benefits, can send these reminders when Benefits is ...
To Do - Payroll
The Payroll category no longer appears on the home-screen TO DO list. BerniePortal previously listed outstanding payroll records that still needed to be synced under Payroll in TO DO. Selecting an item opened the Pushes area of legacy Payroll. That ...
To Do - Onboarding
Use TO DO on your admin home page to see employees with outstanding onboarding paperwork and send them an email reminder. Who this is for Employers with Onboarding enabled. Onboarding Feature Admins can also use this list after Switch to admin ...
To Do - I-9 Certifications
Employer administrators and Onboarding Feature Administrators use I-9 Certifications under TO DO on the home screen to open incomplete I-9s that still need the employer portion. The employer's Onboarding feature must be enabled. Global Admins signed ...
To Do - Compliance
Use Compliance on the home-screen TO DO list to see active compliance notices that still need employee signatures, then send a reminder email to employees who have not signed. Who this is for Employers (including a Global Admin signed in as the ...
To Do - PTO
When PTO is enabled, Employers, PTO Feature Admins, and PTO Approvers see pending employee time off requests under PTO requests in the TO DO list on Home. Employers and PTO Feature Admins see pending requests for their employees. PTO Approvers see ...
To Do - Applicant Tracking
The TO DO list on Home surfaces Recruiting tasks that need attention. When you have unread candidate messages on jobs you are assigned to, they appear under Recruiting so you can open the job’s Messages page and respond. Who can use Recruiting on the ...