MAIN DASHBOARD

MAIN DASHBOARD

Inbox News Polls & Surveys Quick Links Events Reports

The Dashboard serves as the site’s home page for the entire company:

INBOXThis page will show you any “mail” or action items that need your attention. The workflow in the system will generate an email to all

Individuals notifying them of the specific action required.

ANNOUNCEMENTS

NEWS

• This section contains RSS news feeds that are automatically pulled in for company wide information and distribution.

• The specific feeds can be customized to fit your company and the links to news stories will update automatically.

POLLS & SURVEYSThe Quick Poll section of the Dashboard is a place for Human Resources or

managers to post a question for employee engagement.

QUICK LINKS

• My Quick Links will take you to commonly used areas of the site.

• From here, you can quickly change your password, as well as many other functions.

• The Quick Links are configurable at the company level, but not at the employee level.

EVENTS

• Upcoming Events is a list on the Dashboard that can be used as reminders of critical items approaching in your calendar.

• These may be events related to Payroll, TAFW, Birthday’s Anniversaries, etc.

MYSELF TAB

PERSONAL PROFILE

The Myself Tab of Conover 360 contains your personal information.

Employee’s have access and the ability to self-manage their Demographic Information, Contact Information, Emergency Contact, TAFW, and I-9 Review.

CAREER PROFILE

Career Profile Tab consists of employee management as it pertains to the company

Work History

Career Path

References

Education

Skills

Certifications/Licenses

Training Record

Asset Management

PAY & BENEFITS

The Pay & Benefits tab gives you access to your pay history, pay details and all information that pertains to payroll and benefits.

DOCUMENTS LIBRARY

The Document Library is a place to store company documents, branded material, presentations and any other company wide shared material.

TEAM DASHBOARD

MY EMPLOYEES

• This sections lists all employees associated with the company that the user is linked to.

• Access can be customized by Management level.

EMPLOYEE DEVELOPMENT

Use this section to track certificates, licenses, training events and so much more…

PERFORMANCE REVIEWS• If your company

completes Performance Reviews through the system, you will have a sub-tab called Performance.

• This is where your Performance reviews are scheduled from and stored until completed.

RECRUITMENT

TIME & EXPENSES

• Expense Reports is a tool for you to record your company related purchases.

• These reports will be submitted to your manager or your payroll resource for approval.

• Images of receipts can be uploaded with your expense report.

Company Dashboard

RECRUITING

Easily upload job posting from 3rd party sites like Monster, LinkedIn and Career Builder…

NEW HIRE

Take any new hire through the process completely paperless!

Verify documents needed that are complete and still outstanding…

Audit logs track each page viewed and e-sign any acknowledgements

BENEFITS

Open Enrollment has become completely automated. Communicated any changes, view past years and onboard new employees.

PAYROLL

Facilitate payroll is cycles that work for your company. Direct feeds can be put in place to streamline the process. Manual checks, ACH, Debit cards and more…

HR LIBRARY

HR Library is a place where the company places documents for your ease of access.

PERFORMANCE REPORTING

•Report and track any performance issues

•Add notes to past reports from multiple sources

•Facilitate terminations if needed

•Clear Audit trail allows for transparency when dealing with sensitive issues

REPORTS LIBRARY

Reports Library is the place where you can generate reports on a variety of levels and data points.

BANKING & ACA

• Automate your payroll processing

• Easily manage your different accounts

• Facilitate payroll for multiple entities

ADMIN DASHBOARD

ADMIN DASHBOARD

Company•Company Settings•Copy Over Benefits •Edit Company•Expanded Security Roles•Import Customer Instructional Text•Import Customer Positions.•Manage Quick Links.•Manage Team List.•Request Center.•Security Roles•Setup Benefits•Setup Benefits - New (Beta) •Setup Benefit Tiers•Setup COBRA•Setup Dashboard Calendar.•Setup Departments•Setup External Time and Labor Management.•Setup Jobs•Setup Levels•Setup Lists•Setup Lists (NEW)•Setup New Hire/Datasheet•Setup Positions OLD DJP•Setup Positions NEW DJP•Setup Time Away•Setup Time Away Tiers•Setup Workflows•Setup Workflow Groups•Setup Site Text•Site Colors & Logo•Visibility Pages•Setup Aurico Packages•Setup Payroll Accumulator•Setup Joined Earning Accumulator 

Toolbox •Reset Passwords•Assign Reports To•Convert Dept to Level•Clean up Earnings, Deductions, Taxes and those Pesky Employee Records with No Positions.•Debug Tools (Do not click)•Active EE Count across all customers in this db.•Delete all TAFW records•Missed Accruals Report•Missing Carry-Over Buckets•Employee Rate Import•FIX FUTA SUTA

PayrollTimesheet CalendarTime & Expense Project SetupExpense Report Period SetupSetup GL AccountsSetup GL Accounts DJPSetup GL Accounts - EarningsSetup GL Accounts - DeductionsSetup GL Accounts - Misc

CompanyEdit CompanySUTA Rates

Payroll Operations Payroll Operations DashboardEnterprise Invoice DataRoll Forward Earnings and Deductions.Customer W2 Printing

Payroll Bank AccountsCheck FrequencyDeductionsEarningsEE ImportEnterprise Payroll ReportsGenerate Pre Note ACH FileGenerate Pre Note ACH File - By Pay GroupGenerate W2 1099Pro Export File.Import EE Deductions.Import EE Direct Deposits.Import EE Earnings.Import EE Minimum Guaranteed RateImport EE PositionsImport TAFW AccrualImport Taken TAFW.Import Termination Records.Import W4 Settings.Import W4 Settings - Super Duper Edition.List W2 Check BoxesManage Quick CalcsManage Washington LI & Tax BasePay Period InvoicesPayroll CalendarSetup InvoicingSetup Master Tax CodesState NexusTax Lookup By ZipVendorsVoid RequestsWorkflow Overrides

And so much more…