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Employee Info Center
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- Employee Mobile App
- Employee Portal (ESS)
- Employee Training & Informative Videos
- How does a new hire employee begin paperless onboarding ?
- Payroll & Benefits Onboarding for New Hires
- Report a Workplace Concern
- Report a Workplace Injury
- Understanding Your Employee Benefits
- Welcome Employees
- What Does AdvanStaff HR Do For You?
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- Employee Portal (ESS)
- Employee Self-Service Portal Access
- Employee Social Security Number (SSN) Edits
- How do I disable pop-up blockers?
- How do I reset my web password?
- How does a new hire employee begin paperless onboarding ?
- I forgot my web username, can I reset it?
- Payroll & Benefits Onboarding for New Hires
- What is an Account Access Confirmation?
- Why can't I get my SECURITY CODE for Employee Self Service Account Access?
- Account Security & Multi-Factor Authentication (MFA)
- Email Address Requirements
- Employee Handbooks
- Employee Support
- Employment & Salary Verifications
- How does a new hire employee begin paperless onboarding ?
- Payroll & Benefits Onboarding for New Hires
- Report a Workplace Concern
- What are your office hours?
- What is the status of my job application?
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- All Benefits & Perks
- AT&T Wireless Discounts
- Auto and Home Insurance (Save 15%)
- Corporate & Personal Travel Deals You Can't Find Anywhere Else
- FinFit - Personal Financial Tools for Employees
- MetLaw Legal Plans
- MetLife Aura Identity Theft Plans
- MyPetProtection Insurance
- Wages on Demand - Earned Wage Access
- MetLife Aura Identity Theft Plans
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- All Benefits & Perks
- Understanding Your Employee Benefits
- Open Enrollment
- How To Save On Medical costs
- Benefit Basics Video
- Annual Plan Contribution Limits
- Qualifying Life Event (QLE)
- Who can I add as a dependent for my benefit coverage?
- Why isn't the benefit enrollment portal opening for me in the Employee Portal?
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- Group & Voluntary Life Insurance Coverage for Dependents (MetLife)
- Group Dental Insurance (MetLife)
- Group Vision Insurance (MetLife)
- Instant Decision, Affordable Life Insurance
- Voluntary Health: Physician, Urgent Care, Hospital, Dental, Vision, and Wellness Benefits, Inpatient, $0 Telemed (Hooray Health)
- WellCall360 - Voluntary Wellness + 0$ Tele-med, Rx, Dental, Vision (Hooray Health)
- Whole Life Insurance with Long-Term Care
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- Voluntary Benefit Programs
- Short-term and Long-term Disability Insurance (MetLife)
- Group & Voluntary Life Insurance Coverage for Dependents (MetLife)
- Accident Insurance (MetLife)
- Critical Illness Insurance (MetLife)
- Hospital Indemnity Insurance (MetLife)
- Instant Decision, Affordable Life Insurance
- Whole Life Insurance with Long-Term Care
- MetLaw Legal Plans
- MetLife Aura Identity Theft Plans
- MetLife Aura Identity Theft Plans
- MyPetProtection Insurance
- Voluntary Health: Physician, Urgent Care, Hospital, Dental, Vision, and Wellness Benefits, Inpatient, $0 Telemed (Hooray Health)
- WellCall360 - Voluntary Wellness + 0$ Tele-med, Rx, Dental, Vision (Hooray Health)
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- Flex Spending Accounts
- How To Save On Medical costs
- Medical Expense FSA
- Premium Only Plan FSA
- Dependent Care FSA
- Annual Plan Contribution Limits
- Commuter, transit, and parking FSA
- Health Savings Accounts (HSA)
- Limited Purpose Flex Spending Account (LPFSA)
- FSA - Member Portal (year 2020 and previous)
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Manager Info Center
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- Employee Onboarding
- Workers Compensation Program and Policy Administration
- 401k Retirement Plan Services
- Document Management System (DMS)
- Leave Requests: PTO Tracking & Approvals
- Employment & Salary Verifications
- Corporate & Personal Travel Deals You Can't Find Anywhere Else
- Employee Earned Wage Access (EWA)
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- Applicant Tracking System (ATS)
- Background and Drug Testing
- Labor Poster Compliance Solutions for Local and Remote Workers
- Business Insurance
- Employee Portal Messaging-Alerts
- Learning Management System (LMS)
- Performance Management (PM)
- R&D Tax Credit (R&D)
- Short-term Payroll Funding
- Work Opportunity Tax Credit (WOTC)
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- Affordable Care Act (ACA) Compliance
- Employee Handbook Program (Core+)
- FMLA Compliance
- Full-Service Payroll & Employment Tax Administration
- HR Toolkit
- Labor Poster Compliance Solutions for Local and Remote Workers
- Onboarding Your New Hire onto the Payroll System
- Time Keeping Solutions Introduction
- Workers Compensation Program and Policy Administration
- Workplace Safety Program Assistance
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- Full-Service Payroll & Employment Tax Administration
- Office Schedule, Payroll Processing Cutoff Dates, Federal Reserve Bank Holidays, System Maintenance Schedule
- Direct Deposit
- Employee Earned Wage Access (EWA)
- Employment & Salary Verifications
- Minimum Wage Map
- Payroll Timesheet Imports
- Pre-paid VISA Paycard
- Submitting Payroll Hours, Salary, Commissions, etc.
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- Employee Onboarding
- How does a new hire employee begin paperless onboarding ?
- Onboarding Your New Hire onto the Payroll System
- Payroll & Benefits Onboarding for New Hires
- How do I process the paperless I-9?
- Background and Drug Testing
- Employee Termination Processing
- I-9 Part 2 Approval Guide
- Unemployment Processing
- RE-HIRES
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- All Benefits & Perks
- 401k Retirement Plan Services
- Affordable Care Act (ACA) Compliance
- Employee Assistance, Wellness, and Lifestyle Programs (EAP)
- Employee Benefit Plan Administration
- FinFit - Financial EAP
- Flex Spending Accounts
- Group & Voluntary Life Insurance Coverage for Dependents (MetLife)
- Voluntary Benefit Programs
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- Workers Compensation Program and Policy Administration
- Claims Management and Administration Assistance
- Employment Practice Liability Insurance (EPLI)
- Workplace Safety Program Assistance
- Business Insurance
- Report a Workplace Concern
- Report a Workplace Injury
- Secure Upload Documents
- WC CLAIMS FORMS BY STATE
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- Document Management System (DMS)
- Employee Portal Event Management
- Employee Portal Messaging-Alerts
- Employee Record Maintenance in the Manager Portal
- Employee Social Security Number (SSN) Edits
- I-9 Part 2 Approval Guide
- Manager Portal Training - The Basics
- Manager Training Video Library
- Training Support in the Manager Portal
- Training Tutorials and Demonstrations - Worksite Managers and Administrators
Client Manager Roles
and System Permissions
Client Account Access Credentials
Worksite Managers (WSMs) need various levels of access to data, actions, and areas of the AdvanStaff HR platform. Granting users access by User Roles allows the business owner or executive to KNOW that each employee has the proper access they need to accomplish their work across various areas of the Advanstaff HR platform.
To manage sensitive account permissions in a highly configurable system, we have pre-built permission “Stacks” based on user roles and responsibilities throughout a typical organization. These user role bundles (or “Stacks”) make it much easier to select the proper settings for each user based on job function or duty.
To get started:
- Identify the individuals at your organization who will interact with AdvanStaff HR and consider the types of activities they will need to perform within your Client Account’s Manager Portal, such as Hiring, terminations, time management, payroll, changes to status/position/dept/div/loc, account reporting, etc.
- Review the level of access that you would like to grant your leadership staff. The pre-built “permission stacks” that can be assigned to manager-type users are listed below for reference.
AdvanStaff HR Pros are happy to recommend appropriate User Roles based on your operational and business management needs and industry best practices. - Submit an Access Access Change Request
Worksite Manager (WSM) User Roles & Permissions –
and Mini Stacks (MS) Permissions for additional services or products!
Great For: Business Owners, Trusted Advisors, Executive Management
Full Access
- Full access & visibility to all Company and Employee details, reports and eDocument Management Systems at the Admin level. Plus, Employee Portal Messaging Alerts!
- Note: this cannot be restricted
- Allowed to edit records
- Optional Add-ons
- Payroll Approval of the final payroll billing invoices
- I-9 Approval
- PTO
Great For: Business Owners, Trusted Advisors, Executive Management
Full Access VIEW no editing
- Full access & visibility to all Company and Employee details and reports in a VIEW ONLY setting
- Note: this cannot be restricted
- Unable to perform edit records or make new entries
Great For: Hiring or HR staff, Managers, Supervisors
More Restricted Access
All of the same screens and reports as WSM-Time Only plus…
- New Hire Entry
- Terminations
- Pay Rate Visibility
- Pay Change
- Status Change
- Employee benefit overview
- Status, position and pay history
- Employee pay voucher highlights; including pay codes, hours, deductions & PTO
- Employee property report – documenting company-issued equipment to employees such as laptop, keys, etc.
- Employee documents – ability to view documents within individual Employee record
- OSHA Report
Optional Add-ons
- I-9 approval
- PTO
Available View/Restrictions
- View|Restrict by Division
- View|Restrict by Location
- View|Restrict by Department
Great For: Hiring Staff, Team Leaders, Time Sheet entries or PTO reviewer
More Restricted Access
- Limited employee information is visible.
- Global Company level payroll/pay rate reports can NOT be viewed.
- Employee PTO Register (per employee inquiry, not full report)
- Employee information reports – phone/address, emergency contact information
- Employee birthday and anniversary dates
Optional Add-ons
- Timesheet Entry screen
- With or Without pay rate visibility
- New Hire Entry
- Terminations
- Pay Rate Visibility
- Pay Changes – The employee’s pay history will be visible to the user when performing pay rate changes.
- Status Change
- I-9 approval
- PTO
Available Restrictions
- Restrict Division
- Restrict Location
- Restrict Department
Great For: Administrative Assistants, Team Leaders or PTO balance reviewer
Most Restricted Access
- Limited employee information is visible.
- NO Pay Rates Visibility.
- Global Company level payroll/pay rate reports, time sheets can NOT be viewed.
- Employee PTO Register (per employee inquiry, not full report)
- Employee information reports – phone/address and emergency contact
- Employee birthday and anniversary dates
Optional Add-ons
- New Hire Entry
- Manager will need to enter the initial pay rate. Once the entry is saved, the manager will not have the visibility to edit or view the entry.
- Terminations
- Pay Changes
- Note: the employee’s pay history will be visible when performing pay rate changes.
- Status Change
- I-9 approval
- PTO
Available Restrictions
- Restrict Division
- Restrict Location
- Restrict Department
Great For: Administrative Assistants, Managers or Supervisors with limited access. Requires activation of the Prism Hiring Product
- New Hire Entry
- The manager will need to enter the initial pay rate. Once the entry is saved, the manager cannot edit or view it.
Optional Add-ons
- I-9 approval
Available Restrictions
- Restrict Division
- Restrict Location
- Restrict Department
Great For: Managers who want to manage their Company and Employee documents online, providing 24/7 access to all client-managed documents. Contact us to learn more about our free DMS feature.
- DMS-Owner / Officer
- User will have access to all stored document folders, including Corporate folders
- View|Upload|Download|Delete
- DMS-Admin
- User will have access to most stored document folders. Excludes Corporate folders
- View|Upload|Download|Delete
- DMS-Limited
- User will have access to select stored document folders
- View|Upload|Download
- DMS-Basic
- User will have access to limited stored document folders
- View|Download
PTO Management offer various levels of access. To learn more about each role, see the page regarding PTO Plan Design and Maintenance > Permissions & Roles tab, and review the access levels.
Select one (1) of these options per user:
- MS-PTO View Only
- **MS-PTO Approver
- **MS-PTO (General)
- **MS-Administrator -The PTO Administrator role is reserved for clients who fully administer the database configuration & maintenance s of their custom plan(s)
Note: **These roles require the client’s account to be pre-configured with the LEAVE REQUEST MANAGEMENT module. The PTO Administrator role is reserved for clients who fully administer the database configuration & maintenance of their custom plan(s).
Great for: Administrative Assistants, Managers or Supervisors
- Create Employee In-Box Messages
- Create Calendar-type Events
- Messages and Events display on the Self-Service Portal
Great for: HR Staff, compliance managers, high-level managers (Requires implementation of the LMS Product)
- Access the learning management admin dashboard
- Assign learning courses to employee groups
- Create custom learning groups
- View LMS reports
- View employee LMS accounts
- View course catalog and preview courses
Great for: Managers, Data-Analysts, Controllers who directly and regularly review information. (Fees per user per month, may apply, eff. 2024)
- Generate existing reports
- Enter specific parameters
- Export
- Filter on data
- Drill down on visualizations
Great for: Experienced Data Analysts, Controllers, and Managers who need to directly create reports and aggregate or manipulate company data. It is a must for those designated to provide data to others. (Fees per user per month may apply, eff. 2024)
- Generate existing reports
- Enter specific parameters
- Export
- Filter on data
- Drill down on visualizations
- All Viewer features above, plus
- Add/Remove columns
- Group by column
- Summarize data
- Create data customization
- Perform custom calculations
- Rename columns
- Save bookmarks (views)
- Export the reports
NOTE: Not all client accounts were structured to accommodate department, division, or location security restrictions during the initial setup. Contact your Client Success Account Representative at support@advanstaff.com to submit a case for reviewing and updating your database to accommodate your present needs!
