Updated Articles

  1. Reviewing Employee W2s

    This topic shows you how to download employees' W2s for review for accuracy before handing them out. If an employee is working on Completing an Onboarding Checklist and needs your help to upload a paper form, see Working With Employee Checklists...
  2. Entering Employee Workers Compensation Claims

    Follow the steps below to enter a WC claim for an employee. Make Sure the Employee Has a Default WC Code Assigned 1 .  Navigate to the employee's information record. To quickly navigate to an employee record, you can search for them by name i...
  3. Assigning Managers to Employees

    You must have Administrator security access in order to be able to change an employee's manager. During the hiring process or when you are updating employee information, you can assign a manager to an employee in two ways: Assign a manager to...
  4. Entering Employee Cannabis Badges (HR Action)

    These instructions guide you in adding or updating a Medical or Cannabis badge or other credential for an employee using an HR Action, on systems upgraded to the latest Wurk release. You will typically do this during employee onboarding, and whe...
  5. Entering Employee Cannabis Badges

    These instructions guide you in entering a Medical or Cannabis badge or other credentials for an employee, on systems upgraded to the latest Wurk release. You will typically do this during employee onboarding, and whenever a badge expires or a...
  6. Adding a Dependent to an Existing Employee Benefit Plan

    These instructions guide you in manually adding a dependent such as a spouse or child to an employee’s benefit plan, on systems upgraded to the latest Wurk release. Your Admin Settings for onboarding new employees and for Life Change events can ...
  7. Adding a Benefit for an Employee

    These instructions guide you in manually adding a benefit to an employee, on systems upgraded to the latest Wurk release. Your Admin Settings for onboarding new employees and for  Life Change events can also trigger the automatic addition of bene...
  8. Adding Dependents, Beneficiaries, and Emergency Contacts

    These instructions guide you in adding a dependent, beneficiary, or emergency contact (such as a spouse or child) to an employee’s profile in Wurk, on systems upgraded to the latest release. This enables you to add these individuals to the emplo...
  9. Payroll for Managers

  10. Reporting on Equal Employment Opportunity

    Understanding Equal Employment Opportunity (EEO) Equal Employment Opportunity  (EEO) data comes from fields on Employee Information records. The EEO-1 Report is a compliance survey mandated by federal statutes and regulations. It requires compan...