Review, acknowledge, or sign documents

You will receive an email notification if someone requests that you review, acknowledge, or sign a document.

To review and acknowledge a document

1. Log in to your HR Tools account.

   You can select Review & Acknowledge in the email you received to open a new browser tab with the login prompt displayed.

2. If you are required to review and acknowledge a document, it will be displayed immediately after logging in.

   Alternatively, open the  Documents page, and then on the Overview tab, select Sign for the document.

3. Select the checkbox I acknowledge that I've read this document, and then select Complete.

To review and sign a document

1. Log in to your HR Tools account.

   You can select Review & Sign in the email you received to open a new browser tab with the login prompt displayed.

2. Open the  Documents page, and then on the Overview tab, select Sign for the document.

3. Select the Start button at the bottom of the page to be prompted through the list of fields to complete.
4. Complete the action for the field: click and type or sign your name, add a date, or enter other text as required.
5. Select Next to move on to complete the action for the next field.
6. When all fields have been completed, select Agree.

View my benefits summary and plan details

You can view a summary of your benefits on the My Benefits tab in your HR Tools account. You can also see details for each benefits plan, access the website URL for the plan, and view and download plan documents.

To view the My Benefits summary and plan details

1. Log in to your HR Tools account.

2. Select  Benefits. The My Benefits tab shows your benefits summary and details for each one of your elected benefits.

3. Select Plan Details to review the plan details.

   

4. Select the Plan URL to open the plan's website in a new browser tab.

5. Select View to open an attached benefits document. Select Download to download the document to your computer's default downloads location. Select the X at the upper right corner of the screen to close the document and return to the Benefit Details form.

6. Select Close or the X in the upper right corner to close the Benefit Details form.

Change an employee's user type

You can change an employee's user type (make another employee an Admin or remove Admin permissions to make the employee a basic user).

Change an employee's user type (Admin or Basic)

1. On the  People page, use the Search bar if needed to locate the employee to change.

2. Select View for the employee to change.

3. Select the Settings tab.

4. Select Change to Admin or Change to Basic as desired.

5. Type your password to confirm the change.

6. Select Change to Admin or Change to Basic.

Record my hours worked

You are responsible for recording your time and submitting all hours worked for approval at the end of each pay period (the pay period may be weekly, biweekly, twice a month, or monthly, depending on your company policy).

You can edit or delete your time entries up until you submit your hours for approval. See Edit my hours worked and Delete my hours worked.

To record your hours worked for the current pay period

1. Select  Attendance.

2. On the My Hours tab, select Add Time.

3. On the Add Time form, make the following selections:

   1. Select the date.

   2. Type the start time and end time (including AM or PM). Make sure your time entry includes any paid or unpaid breaks taken that day.

   3. If you took an unpaid break, select the Yes radio button, and then type the starting time for the break and the number of minutes. To add another unpaid break, select Add Unpaid Break and fill out the fields for the additional break. You can add as many breaks as needed.

   4. Optional: type a comment to describe the work you performed today.

4. Select Submit.

   Your submitted time entries are shown on your My Hours tab.

View and manage company info

You can view and manage information about your company.

Use the Company Info page to update your company name, size, phone number, website URL, or industry. From this page, you can also select the View link to work with company addresses and add or edit your company logo.

To view and manage company info

1. Log in to your HR Tools account.

2. In the upper-right corner, select Settings .

   The Company Info page is displayed.

3. To edit your company name, size, phone number, website URL, or industry, select the corresponding Edit link. Update the information on the form and select Save.

4. To add a new company address or edit an existing company address, select View.

   See Add a company address and Edit a company address.

5. To add or change your company logo, select Add Logo, Update Logo, or Delete Logo.

   See Add, update, or delete your company logo.