How to View and Manage the Settings Tab in Employee Navigator

Settings

The SETTINGS tab allows the user to set up company specific options.

Company

Profile 

Provides a snapshot of the company name, address, tax-id and company identifier.

Contacts 

Provides contacts for the company including broker, HR admins, payroll contact and EDI contacts.

HR Contacts 

Provides a list of HR users currently assigned to the company.  

To add an HR User:

1. Click HR USERS and then ADD A USER.

2. On the Profile page: Add required information beginning with username. The PIN is optional. Click SAVE.  

3. On the Employee Info page: If the HR User is also an employee, the system can link the two accounts. Enter the employee’s name and click SAVE.  

4. On the Permissions page: check the appropriate boxes. Click SAVE.  

5. On the Access Control page: check the appropriate boxes. Click SAVE.  

6. On the Password page: Click SEND REGISTRATION EMAIL to the HR user.

HRIS Field Tracking

To track specific employee data, the HRIS field tracking application can be configured to track  changes, display fields to employees or not, etc. Likewise, HR may want to make certain fields visible to the employee but restrict employees from making any changes to those fields. This application provides the tools to help hide, restrict and require data fields in our system.

To adjust what is tracked, visible and/or required:

1. Click on HRIS FIELD TRACKING under SETTINGS.  

2. Select the area (Profile, Employment, etc.).  

3. Select or Deselect the desired options.  

a. Track Changes – changes to these fields, if checked, will be included in the Demographic Changes Report.  

b. HR Visible - fields on employee profiles are visible if checked.  

c. HR Required – fields must be completed before employees can enroll in benefits when checked.

4. Click SAVE.

Note: Not all options are available for every field. In some cases, the options have been pre selected, and the check box has been disabled. If a checkbox is unchecked and greyed out, the functionality for that field is turned off. If the box is checked and greyed out, the option cannot be turned off.

Assets 

Provides the company the ability to list and assign assets such as laptops and cell phones.

To create an asset:  

1. Click on ASSETS under SETTINGS. Note: CATEGORIES must be setup first to add an asset.  

2. If CATEGORIES have NOT been setup, then click the CATEGORIES tab and then ADD CATEGORY. Enter the category name and click ADD CATEGORY.

3. Click on ADD ASSET.  

4. Select category and entered the requested information.

5. Click SAVE.  

6. Assets can now be assigned to employees by clicking the 3 blue dots.

Communications 

Communications can be customized on email templates under this section. 

Email Templates 

Under the Settings tab, Communications tools provide a variety of avenues to send messages to employees. There are pre-configured email templates available which can be customized.

To create an email template for a specific action:

1. Click “ADD+.”

2. Add a name for the email template and select the type the email applies to and write the email. Tokens can also be added to the body of the email. Tokens are system fields such as Company name, employee first name, employee last name that can be used to personalize the email. SEND PREVIEW provides the ability to send a test email to their  registered email address.

3. Check the ACTIVE box and then SAVE.

Enrollment Confirmation 

Enrollment confirmation agreements and summary instructions for both the new hire and open enrollment process can be customized.  

To customize the agreement/summary:  

1. Click ENROLLMENT CONFIRMATION on the SETTINGS tab.

2. Click ADD.  

3. Enter name and then select the type.

4. Enter the message in the body. Click ACTIVE.  

5. Click SEND A PREVIEW for a preview and click SAVE.