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isolved Basic Training

This training will guide you through basic navigation of isolved. It can be used for new Franchisees, newly hired Processors, or for Client Users. 

1. Getting Started in isolved

University Course:  isolved Navigation 

Hidden Gems in isolved: 

  1. Best reports to run before every payroll 
    1. Payroll Summary. 
    2. Payroll Register. 
    3. New EE Change and Audit Report.
    4. Exceptions Report. 
  2. Employee Marketplace Utilization  
    1. Only functional in Adaptive (AEE). 
    2. Discounts for insurance, travel, pet care, home contractors and more. 
  3. Paycard usage 
    1. Offers on demand pay, employees can request their check when they earn it. 
  4. Conversational Virtual Assistant (CVA) 
    1. Currently attached to Teams, but isolved is working to add to AEE. 
    2. Built to answer simple HR questions, such as how to request time off, how to view pay stubs and W2s, how to update tax preferences and more.  isolved is working to enable integration of a client’s handbook so employees can ask about client specific items and policies.  
  5. Chrome Mobile View 
    1. Can be used to imitate Android or iPhone’s view of the isolved App and see what employees can see. 
  6. Onboarding 
    1. Videos with links can be added to onboarding. 
    2. Fillable PDF forms can be added to onboarding, but they cannot collect a signature with a date stamp. 
  7. Offboarding 
    1. Can be used to reassign manager and supervisor assignments when they leave for employees and will update their entire team assigned to them. 
  8. Notes 
    1. Notes can be added to various places in isolved- Jobs, Salary, Benefits, Employee History, Time Card.  Notes can be private or general.  Private note viewability is determined by client roles.  
  9. Preview W2s, 1099s and ACA reports 
    1. These can be previewed prior to the end of the year and the reports can be added to the client’s Scheduled Report Options to preview with each payroll. 
  10. Report Writer 
    1. Help documents are available on the Report Writer screen for tips and tricks.  Quick help videos are also available.  
  11. Employee Analytics Exports. 
    1. Data in the Employee Analytics can be exported to an excel file, including birthdays, anniversaries and certifications.