Isolved Payroll / Time Portal Admin Settings and Overrides

Isolved Payroll / Time Portal Admin Settings and Overrides

To edit / create / delete the Adjustments and how they are calculated: 

 
Client Management > Time Management > Time Adjustment Rules
or ask Sam to do it. 


To manually override PTO limits

Employee self service > time > Employee absences. 
Click on the employee.
On the bottom, click Add New. 



To Edit Leave Accruals (vacation, sick time, etc.)


Employee Management > Employee Benefits > Accruals > Leave Accruals

Paying for Unused Vacation Time

Please see this article for circumstances where a departing employee is not eligible for unused vacation reimbursement.  

To pay a departing employee for unused vacation time: 

The first question would be if the unused vacation time is going to be paid in the same check as their final pay or if it is going to be in a second check. This is a decision that is entirely up to you. 

OPTION 1: If included in the same check as the regular pay, on the time entry grid you are able to enter the hours under vacation, this is the last column on the right.  Go to Payroll Processing>Payroll Entry>Time Entry Grid.

OPTION 2: If you would like a second check to have the unused paid out in, here are the steps for this option
  1. Add a second check through the individual time entry grid (Payroll Processing >Payroll Entry> Individual time entry) 
  2. Click on "+Add New"
  3. Select "Additional Check" from the drop down menu, click save - nothing else needs to be selected on this screen


  1. Screen will refresh back to the individual time entry, near the top you will see the two checks (regular & additional) - select the additional check and enter the vacation earnings owed in the grid.

To Edit Notification Emails


  1. Add the new email template 
    1. Client Management > Workflow Setup > Client Email Templates


b. Click "Add new Email" 



c. Create the email 
      1. Email Type - Workflow (drop down menu) 
      2. Email Subject Line - Your choice 
      3. From Name - Your Choice 
      4. Enter the body of the email
d. Click Save. 




2. Attach new email template to the workflow

a. Navigate to Workflow Routes: Client Management > Workflow Set Setup> Workflow Routes




b. Locate the "EE to Client User" work flow > Click on  "Process"



c. Click Edit
d. Click on the envelope next to "Pending Approval"


e. Select new email template from the drop down menu 
f. Click Save





To Associate Email Templates with Specific Actions

Go to Client Management > Work Flow Setup> Workflow Transactions) 

Note on system generated templates

Some email templates do not show up in the Client Email Templates list because Isolved creates them automatically as part of the system. These system-generated templates cannot be edited directly. To use our own wording instead, we create a new template under Client Email Templates as described above, then go into the workflow route that currently points to the system generated message template and swap it out for the one we created.


To Edit Holiday Settings

Client Management > Time Management > Holidays. 

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