Train to Thrive!

As a valued partner, it is important to us that you have all the tools you need to use Elements to its fullest potential. We’ve listened to your questions and organized your feedback into a series of training sessions and user guides to get the most out of your Elements solution.

We are excited to offer our Train to Thrive Thursday Webinars, user guides and other helpful videos on demand! The recordings of our webinars are listed below by date along with other recordings and user guides listed by topic.

Elements User Guides:

Adding Benefit Plans to Employees

Adding an Employee Direct Deposit

Adding an Incident To Employees

Adding Indiana SOC Codes

Adding or Updating Employee Federal Tax Settings

Adding Trainings and Certifications to an Employee

Assigning Creating & Adding Asset Types

Checklists

Clock In or Out for Mobile or Desktop Clock Widget

Clock In or Out with Webclock

Creating Daily Rules and Work Schedule Profiles

Creating Job Requisitions

Desktop Elements Login Instructions

Desktop Elements Login Instructions with Authenticator App

Edit Employee Accrual Balance

Employee Open Enrollment

Entering Retirement Plan Deductions

Hiring Applicant From Job Requisition

Hiring Wizard

How an Employee Requests Time Off

How to Enter Time Onto Personal Timesheets

How to Setup Hourly Rates and Salaries – Payroll and TLM

How to Setup Hourly Rates and Salaries – Payroll Only

How to Submit an HR Action Request – Direct Deposit

HR Jobs

Navigating to My Saved Reports

Password Management: Unlocking and Resetting Employee Passwords

Payroll Reports During Processing

Phone App Elements Login Instructions with Authenticator App

Phone App Elements Login Instructions with Pay Statements

Processing Payroll with TLM

Timesheet Submittal Guide

Updating or Adding Indiana State Tax Settings

Viewing and Downloading Pay Statements

Viewing Employee Timesheets

Viewing My Timesheet as an Employee

Webinars:

December 5th, 2024: Preparing for ACA (Part 2)

ACA (Part 2) Presentation

November 7th, 2024: Performance Reviews

Performance Reviews Presentation

October 17th, 2024: Accruals in Elements

On Site Training Slide Deck

October 17th, 2024: Bonus & End-of-Year (EOY) Review

Electronic Consent Toolkit

2024 Year End Process Form

Bonus Run Checklist 2024

October 17th, 2024: Reports in Elements

Base Reports User Guide

October 17th, 2024: Understanding HR Services

October 3rd, 2024 Preparing for ACA (Part 1)

ACA (Part 1) Presentation

September 19th, 2024: Benefits and Open Enrollment

Benefits & Open Enrollment Presentation

August 1st, 2024: Time Processing and Troubleshooting for Payroll

TLM Series Session 2 Time Processing and Troubleshooting for Payroll

July 18th, 2024: Time Reporting (Exceptions, Points and Missed Punches)

TLM Series Session 1 Time Reporting

June 20th, 2024: Product Spotlight: Dashboards and Company Hub

June 6th, 2024: Onboarding Series – Session 4: Security Profiles and Access Management

Onboarding Series Session 4 Security Profiles and Access Management Presentation

Changing a User’s Security Profile & Assigning a User as A Manager

Manager Group Access

May 16th, 2024: Onboarding Series – Session 3: Filling Out the Form W-4

Elements vs W-4 Field Entry

Onboarding Series Session 3 Presentation

User Guide – Adding or Updating Employee Federal Tax Settings

IRS Tax Withholding Estimator: www.irs.gov/W4App

IRS Topic No. 753, Form W-4 – Employee Withholding Certificate (Important Information Regarding Form W-4): https://www.irs.gov/taxtopics/tc753#:~:text=After%20the%20employee%20completes%20and,305%2C%20Recordkeeping

May 2nd, 2024: Onboarding Series – Session 2: Onboarding Checklists

Checklists User Guide

Onboarding Series Session 2 Presentation

April 18th, 2024: Onboarding Series – Session 1: Troubleshooting First Time Logins

Onboarding Series Session 1 Presentation

Desktop Elements Login Instructions

App Elements Login Instructions with Pay Statements

Adding the Mobile App Widget to the Dashboard

October 7th, 2021: ACA: How are you doing? Steps for Successful 1095 reporting.

September 23rd, 2021: Electronic Benefit Enrollment: See how employees can select benefits in Elements

September 9th, 2021: Applicant Tracking: Make recruiting easier than ever

August 26th, 2021: Digging deeper into accruals reports

August 12th, 2021: How do I manage employee accrual balances?

July 22nd, 2021: Performance Reviews: The Employee’s Experience

July 8th, 2021: Digging deeper into timesheet and time off reports.

June 24th, 2021: How do I make timesheet changes after I’ve done an initial sync with payroll?

Update Timesheets and Pay Statements After Initial Sync

June 10th, 2021: Features of Time and Labor: How Can Elements Manage Our Employees’ Time and More?

May 27th, 2021: Onboarding Checklists – See How Employees Can Onboard Themselves

May 13th, 2021: How can I see what Checklist or To Do Items need to be Completed?

April 22nd, 2021: Employee Information Change Requests – The Employee’s Experience

Employee Change Requests Webinar PDF Document

April 8th, 2021: A Review of Employee Reports and Payroll Alerts

Employee Reports Payroll Alerts Webinar Word Document

March 25th, 2021: Employee Hiring Steps, Successfully Onboarding New Employees and Reviewing Their Profiles

March 25th New Hire Documents PDF

Other Helpful Training Videos:

General Reports Training