Paylocity Training Guide - Convio

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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SECTION1:

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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SECTION2:

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

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.

Managerswillberequiredtocompleteanadditionalcourselocatedatthewebsite:www.Paylocity.com

1. Onceonthemainwebsite,selectResources

2. SelectClientTrainingfromthedropdownmenu

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TrainingCourses:Managers

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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SECTION3:

NewAccountingUnits

Staffwillreceiveanemailnotificationwiththenewaccountingunitsformatthatwillinclude:

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SalariedStaffwillneedtoallocatetheirtimetothecorrespondentAccountingUnitsbyselectingthemagnifierglassiconunderCostCenter: