View Employees

To view employee records, go to the Employees tab at the top on the screen.

This is a list of all active and inactive (terminated) employees. To set up default columns for this list, click settings icon (small gear) on the upper right corner of the table.

IMPORTANT NOTE: To download an employee record, go to the report section and select Demographic Census report.

Search employee by first and/or last name in the search bar.

Filters

You may also filter employees by a number of fields, including:

• Eligibility
• Department
• Divisions
• Benefit Class
• Supervisor
• Employee Work Location
• Employment Type
• Status

Display Settings

You also have the option of changing the display settings of this report to include which fields you wish to seem by clicking on the small gear icon on the right:

You can then pick and and choose which items you wish to display.

Options

Using the Options dropdown to the right of the search bar, you can bulk send registration emails and/or sync data with the Payroll system.

To send registration emails, select Options and then choose Send Registration Email.

You will see a screen with two tabs: Employees with Email Addresses and Employees Without Email Addresses.

On the first tab, Employees With Email Addresses you will see a list of employees including details about when their last registration email was sent and their current status. 

You can select one, many, or all employees using the checkboxes on the left side of the screen and then you can send them a new notification by selecting Send Registration Emails on the upper right.

The second tab, Employees Without Email Addresses just lists the name, details, and status for all those employees who have not had an email address entered into their employee record.

Employee Details

To view details about any individual employee, select their name and you will be brought to the individual employee record.

Here information is divided into three tabs.  The Profile tab. has several individual sections, including:

• Personal Info
• Contact Info
• Employment Info
• Compensation Info
• ACA Information
• Account Information
• Dependents

Benefits Information

The Benefits tab will provide information about the benefits in which this employee is enrolled.

Here you can also find the benefits summary and any uploaded documents for this individual.

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