New Client Training / Payroll Team Introduction

New Client Training / Payroll Team Introduction

Welcome to PeopleworX! My name is [CSR Name] and I will be your dedicated point-of-contact for all payroll-related inquiries and needs. Moving forward, please email all payroll requests/inquiries to payroll@payrollservicesllc.com.

  1. Please have your training completed by [insert date] 
  1. Please email any payroll/system questions you may have from training so we can ensure you are ready prior to your first payroll run date of [insert date]

Our goal is to make this process as seamless and enjoyable as possible, and we are here to support you every step of the way. Please don’t hesitate to reach out—we’re always happy to help!

We look forward to working with you and setting you up for success!

_____________________________________________________________

Below, you’ll find the instructions and resources you need to get started in iSolved.       

  1. Your iSolved Client Login has been set up and your registration information has been sent to the email provided.
  2. The Client Login email is active for 24 hours. Please follow the instructions closely as it will prompt you to create a password. Helpful hint: the pin to validate is 1234.

·        The following training modules are designed to guide you through the platform and ensure you are fully equipped to use its features effectively.


            PeopleworX Website

·        Client Login Link with User Videos - https://peopleworx.io/client-login-new/

·        Employee Login Link with User Videos - https://peopleworx.io/employee-login-new/


iSolved University

·        Introduction to iSolved & University Navigation - https://learning.myisolved.com/paths/5648

·        Freshman Courses - https://learning.myisolved.com/paths/6789

·        Basic Reports - https://learning.myisolved.com/paths/6794

·        Employee - https://learning.myisolved.com/paths/4474

 

PeopleworX YouTube Link - https://www.youtube.com/@PayrollServicesLLC

·        How to Run and Review Payroll - https://youtu.be/V9xQTObFWcI

·        How to Add a New Employee - https://tinyurl.com/4zkyttwb

·        How to Make Employee Changes - https://youtu.be/z-7MUinu7t4

·        How to Add Direct Deposit Info - https://youtu.be/f07bbCnoZoU

·        How to Change Direct Deposit Info - https://youtu.be/3eSs1a4nLuU

·        How to Run Reports - https://youtu.be/f1j8NQ_YAt0

·        How to Run Quarterly Reports -  https://youtu.be/1sBtc9eKs-k



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