Administrator Support

Webinars

Elect a Smoother Open Enrollment season.


Clients, please select a webinar based on your Paylocity Benefit plan.

In this instructor-led course, you will learn to:

  • Recognize the components of the Kick Off call
  • Identify the process for rate and/or plan changes
  • Explore how to set up a new plan vendor
  • Discover the Open Enrollment window specifications

Approximate Length: 1 hour 15 minutes; 

In this instructor-led course, you will learn to:

  • Recognize the components of the Kick Off call
  • Identify the process for rate and/or plan changes
  • Explore how to set up a new plan vendor
  • Discover the Open Enrollment window specifications

Approximate Length: 1 hour 15 minutes;

This webinar covers important information to help you prepare for a successful renewal season.
  • Identify Renewal process
  • Discover items for Renewal Questionnaire
  • Ensure benefit plans comply with federal regulations
  • Learn key dates in Renewal season
Approximate Length: 1 hour 15 minutes including live Q&A

This live, instructor-led session will cover how to:

  • Identify reports with COVID-related data
  • Maximize Paylocity tools for the “new normal”
  • Enable a contactless experience for employees

Approximate Length: 45 minutes

Session dates & times:

All sessions are listed in Central time.

In this instructor-led course, you will learn to:

  • Navigate the ACA Dashboard and its functionality
  • Interpret the key information in the ACA Dashboard
  • Perform routine analysis of ACA data

Approximate Length: 45 minutes

Session dates & times:

All times listed in Central time.

In this course, we’ll walk you through how to:

  • Navigate the Dashboard sections
  • Discover delivery options and paperless elections
  • Learn more about tax integration features for W-2s
  • Identify Year End deadlines and communication strategies
  • Access resources to assist with Year End troubleshooting

Approximate Length: 45 minutes

Be Prepared for Year End

Find Freedom with Paperless

With more employees working from places other than their workstations, easy and secure access to documents is more critical than ever. Employees can opt in to a paperless experience through their Employee Self-Service (ESS) portal once a Company Administrator enables the Opt-In to Paperless option for the company. Go paperless and watch the piles of paystubs disappear.

Communicate with Community

Communication remains key during this busy season. Use a post in Community to encourage employees to opt in for Direct Deposit and include a link to our step-by-step instructions. Set up an Ask an Expert Group for Year End questions related to tax deductions, W-2s, and more. It’s also a great time to share your company PTO policies and encourage managers to plan ahead of the upcoming holidays.

Enable Access for Terminated Employees

Make sure all your employees have access to the documents they need, even once terminated. Save yourself some time this year-end season and enable and extend limited access to the Paylocity suite, allowing terminated employees to access and print their old pay stubs and form W-2s. You’ll spend less time fielding questions and digging for information.

Meet Avadian: A Paperless Client

Avadian Credit Union started out in the 1930s serving telephone company employees and their families. Today, they serve 80,000 members and needed an HR and payroll solution that could keep up with their growing needs. With Paylocity, they were able to go completely paperless just as the team was forced to transition to remote work for the first time.

Confirm Employee Information

Make sure your employees’ records are current and complete so they receive all their critical tax and year-end documents. Head over to the Emergency Setup Dashboard to see who is missing updated information. Make sure even remote employees get the message by posting a reminder on Community to check their records are updated.

All About Taxes

Tax Season, Year End, and everything between can be a real struggle. We've collected a few PEAK Knowledge Base articles that will help. Be sure you're logged in to view them!


additional resources

Compliance Alerts

Legislation changes come fast and furious. Stay in the know with our compliance alerts. Let us do the homework so you can get back to focusing on what matters most.

Tax Alerts

2020 took us all by surprise. Stay up to date on the new tax legislation and IRS guidance coming down the pipeline. From the new forms 1095-C to 1099-NEC, we’ve got you covered.

Adoption and Micro Kits

The Paylocity platform was built to make Year End a breeze. Head over to our expansive library of adoption and micro kits to find out how to get the most out of your product suite.