Navigating the Employer Portal

The purpose of this article is to demonstrate the general navigation of the Employer Portal.

The first page or "home page" is the "Employee" page.

From here, you may:

• Add Employees
• View Employee Information
• Check Employee Status
• View Deferral Amounts

The next page is the "Contributions" page, which you get to by clicking on the icon that looks like a hand with a coin.

From here, you may:

• Start a payroll contribution
• Click on the "Gear" to view or edit information such as:
  • Pay Groups
  • Bank Information
  • Payment Schedule
  • Payroll Information
• Other activities - such as "Off-cycle" Contributions
• View contribution history

The third tab is the "Company" page. It is the Icon that looks like a little building.

The Company page has three sub-pages:

• Company Info
• Bank Accounts
• Manage Admin Team

Notice the circle with the 3 lines that may be called a "Hamburger," more on that below. 

From the Company Info page, you may:

• Edit company information
• Enable or Disable 2-Step Verification

From the Bank Accounts sub-page, you may:

• Edit your bank account information or
• Add additional Bank Accounts

From the Manage Admin Team sub-page, you may:

• Add a Teammate

The "Hamburger" opens and closes the "Drawer" that exposes the subpages.

The "Drawer" will open and close automatically when you reduce the size of the web page on your computer screen. This is to help optimize your view.

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