Activate Employee Financial

This workflow will create the segments necessary to store the employee’s financial information; which is used by the back office to pay the employee.

1. Select Activate Employee Financial from the Candidate Activities menu.

2. The Adapt screen will refresh to display the Employee Financial Summary Segment.

   

3. Locate additional Employee Financial segments in the segments control panel to the left side of the record.

   • Summary – lists check history
   • Payroll / Taxes – lists employee tax records per corporation
   • Deductions – lists deductions from employee’s pay
   • Direct Deposits – lists all bank records used to transmit employee pay electronically
   • Government Reporting – lists the government reporting periods for which the employee reported wages
   • ACA Details – lists information about the employee's coverage status is it relates to the Affordable Care Act (ACA)
4. Switch back and forth with the front office / back office (financial) record by clicking the Candidate / Employee Financial links in the entity title bar.