Onboarding Software Discussions

That is, set for an automatic approval at the same time I run payroll, for 2-3 days in advance so I don't have to come back two days later and approve payroll.

Hi I just purchased Bitrx24 for my small business and would like some reputable resources for online training modules so that I can set up my system to work best for my business. Does anyone have some resources? I know that the company encourages you to hire outside computer companies, which I... Read more

We've just started using the Perform app. To determine annual increases, it would be ideal to have the appraisal have a rating total at the end. I understand that you'd like the appraisal system to be very flexible, but having the option to have a total at the end of an appraisal would be ideal.... Read more

We have created more than 5 courses on Bridge. How can we view an overall metrics analysis of all the courses as opposed to just one course?

This situation translates to manual effort on my part, once the G/L import is completed each payroll, to re-route the data to the correct accounts and remove the random accounts Paylocity created. When this was brought to the attention of your G/L team by your support team, I was told months... Read more

I have reviewed training materials on report generation but have failed and creating what I am looking for. Regular web based training's would be helpful. You could expand this to other areas outside reporting. Web training is a great way to help your client base learn how to use the Paylocity... Read more

I put in 0 and want to change my exemptions to 1. I don’t know how.

I applied from a different company 8 weeks ago and submitted 5 references to Skill Survey. They all replied. I am applying to another organization this time and they’re also using Skill Survey. Can I give them permission to access my file as I’ll be giving them same references? I’m job hunting... Read more

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The LMS functionality includes certification and compliance management, content authoring, extended enterprise, virtual classroom, social learning, mobile learning and course library.

We need to be able to track our grants in both CORE and UTM. Is there an option to set up a grant code like we do a project code? We already use project codes, but need the additional grant code option since it is required by Federal Law. Any assistance would be appreciated.

We need scheduled reports and better dashboards, so we want to connect Bridge with a BI tool

Without having to log into a new platform or work with a new vendor, it would be a HUGE lift if Ultipro offered a fully cycle LOA/Leave tracking platform. From request, to tracking, to notifications, mobile functionality, assigning forms, electronically signing forms, and then those... Read more

We prorate vacation, benefit hours and vacation carry over at the start of each year (Jan 1st) in UTM. This cases issues as we are unable to prevent employees from taking from the new years pool from the previous year and visa versa for pay periods that contain two calendar years. What are the... Read more

We have multiple issues with UTA and the mobile app, this is not a system that meets our needs. The mobile app functionality is a joke, we would love to have additional Time Entry provides. I've heard UltiPro acquired Kronos, I've worked with Kronos in the past and this would definitely be an... Read more

There is no good way in the system to off board an employee, alert all the key players in the termination, assure all assets are collecting upon termination and all termination activities are completed.

Right now when a supervisor asks me to apply a candidate's application to a different opening than the one they originally applied, I have to look at their origional application on one screen and pull up the new application on the other screen, and copy their answers so that the answers show on... Read more

Looking to incorporate acknowledgement by EE's and a nice print view. It seems very ASCII.

I would like to learn more about Recruiting Reporting as there does not seem to much pre-built in the system.

Core implemented in 2017; not well received from user community. Want to improve user and management experiences and more fully exploiters capabilities.

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We were told our prices would not be increased unless we added on new features and yet a year later we received a notice of a price increase.

I'd like to expand on my talent management initial set up. Automate 90 day reviews, auto assign goals based on jobs, and close out goal that have been rated and reviewed. For the BI dashboards, I'd love to learn how to make them more visually appealing. Make heat-maps for teams or departments... Read more

good product or no?

We are evaluating different vendors like ebi, trueworks, hirerite for background verification. Which of these vendors provide good support and integrate well with Dayforce?

For example, I work across several clients and I think it would be helpful for me to create client teams so I can use this as a backup of who to address in emails.

Many times while searching a particular profile lets say for example: Project manager I will use certain Boolean strings for getting a project manager profiles, then the Ceipal shows some 1000+ profiles which are matching my keywords and job titles. In those 1000+ profiles only 100 profiles... Read more

In what way we can use Ceipal for follow up, database & finding purpose better than any other?

I'm not always sure what managers can see or not see in the system and still not sure if I have them setup with the correct rights to approve time off and correct time cards for their respective employees.

I feel like the custom reporting is very robust but not too user friendly and sometimes the canned reports just don't cover what is needed to be pulled from the payroll database.

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What was your experience with onboarding as a small business (less than 10 employees)? I'm learning of a lot of problems with my account a year after onboarding that I'm very frustrated about.

i want to know the advanced technologies about ceipal,If bad reviews (of whatever kind) upset you, just don’t read them. It’s not like you’ve signed an agreement with the person buying the book to exchange your book for their opinion. Do whatever you have to do to keep making art. I know people... Read more

Please tell me what this does

This is a description

The only way I know to describe it is like with a paper manual it seems to be easier to get the big idea or see the bigger picture. It may be that I am still learning how to manage and organize the content.

Pretty much like the screencast tool but only for screenshots.

off the shelf content (HIPAA, compliance, safety, management, MS Tools...etc.) would be helpful.

I'm interested in best practices. This is the first time we've set up a formal, organized training and onboarding program for our company and I'd like to know how other companies do it. We're finding there's a lot to think about when we are putting training modules together. Is there any way... Read more

What is the easiest way to go from offer letter to benefits admin

We have experienced some significant issues this year and it took me over 8 months to get an EDI issue resolved. This added burden to my workload and was not ideal. Moving forward I would like to know how to more efficiently get to the heart of the issue so less time is involved in resolving... Read more

Some applicants either have typos that throw the system off, when there was a low percentage of matching information in the first place, or when so much of the information in the profile is different that the system does not catch it. I have caught a few applicants with duplicate profiles who... Read more

It's a recruiting team

I would like to see a tutorial on how to take advantage of features on clear company.

I want to make our jobs more attractive by showing off the campus and the cool stuff we do.

As a government contractor, we are required to produce an annual AAP report as well as our EEOC reporting. There are specific metrics similar to EEOC data that are included in the AAP. I would love to be able to pull this data directly from Paylocity.

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My PayChex rep sent FOUR videos about FLEX. Most of the videos seemed more like promotional material; I didn't find anything in the videos that actually instructed me on how to set it up. I expected something like "se up an account with user name and password" and then "fill in the information... Read more