paylocity for employees final4 - acertus loop · 2019. 11. 25. · microsoft word - paylocity for...
TRANSCRIPT
Paylocity Self-Service Portal
https://access.paylocity.com
1. Enter the above web address in your internet browser, click Enter. 2. Enter the Company ID = 14080. 3. Enter your Username. 4. Enter your Password. 5. Click on Login. 6. The web page should open to your Self-Service Portal.
Clock In/Out:
1. Under Time Entry, when clocking in for the day or back in from lunch, click on Clock In. 2. Under Time Entry, when clocking out for lunch or out for the day, click on Clock Out.
Add / Edit Direct Deposit Account Information:
1. Under $ Pay, click on More… 2. Once the options expand, click on Direct Deposit Accounts. 3. A pop-up window will appear to Add or Edit Account.
4. Once you enter your information, scroll down and click on .
View/Download Check Stubs:
1. Under $ Pay, click on More… 2. Once the options expand, click on View Checks. 3. Your Paystubs will be listed on the left-hand side of your screen.
4. You can change the time period by clicking on the symbol.
View/Download W-2 and 1095-C:
1. Under $ Pay, click on More… 2. Once the options expand, click on Tax Forms. 3. Click on the W-2 or 1095-C option.
4. Click on in the upper right corner.
Change Tax Withholdings/Exemptions:
1. Under $ Pay, click on More… 2. Once the options expand, click on Tax Exemptions.
3. Make the changes needed, then click on at the bottom left corner of the screen.
Edit Personal Information:
1. Under the Greeting “Hi, <insert name>”, click on More… 2. Once the options expand, click on View Employee Profile.
3. Once your personal information appears, make the changes needed, then click .