Worksite Manager
How to Submit a Deduction for an Employee's Paycheck
If you have a deduction you need taken from an employee's check, please contact your payroll rep and let them know who and the amount. We will then get the deduction set up on our end. If the employee is paying back a loan, let us know the total ...
How to Use the Search Bar
Follow These Steps to Better Understand How to Use the Search Bar in PrismHR The PrismHR search bar is used by simply typing the form, process, report or information that you are looking for and then selecting the appropriate option from the context ...
I Moved, How Do I Update my Address?
When you move, please call Teamworks at 801-434-8900 and ask to speak to someone in payroll. We will be happy to help you get your address updated as well as confirm everything is set up correctly if you move to a different state. You can also notify ...
How to Find Employee Detail
Follow These Steps to Find the Employee Detail: There are a few ways to find the Employee Detail detailed below. 1. In PrismHR, you can search for the employee's name in the search bar. 2. Click on the employee's name when it is generated in your ...
Payroll Reports and Invoices
Follow These Steps to see Payroll Reports and Invoices 1. Search for Payroll History 2. Choose the payroll you want to view invoices and reports for 3. Click on the highlighted page next to the Payroll Number 4. Click on the blue download/print ...
Payroll Allocation Report
Follow These Steps to See your Payroll Allocation Report 1. Search for "Payroll Allocation Report" and click on it 2. You can click on "Payroll Number" to choose a specific payroll or check the box to Enter a Date Range 3. Enter Primary Sort ...
How to Change an Employee's Password
Follow These Steps to Change an Employee's Password 1. In PrismHR, select the employee that needs their password changed. 2. Click on the action menu (three lines in top right corner). 3. Select Change User Password. 4. Enter new password, and then ...
How to Add to your Favorites
Follow These Steps to be able to Add to your Favorites 1. In PrismHR, search for the report or screen that you would like to add to your favorites. 2. Once there, click on the action menu (three lines in top right corner). 3. Select Add To Favorites ...
How to Submit Paperwork for a 1099
Send this link to your independent contractor: https://forms.teamworksgroup.com/202466889822064 Independent contractor will complete W-9 and direct deposit form within the link and that information will automatically be sent to Teamworks. For ...
How to Find the Username of an Employee
Follow These Steps to Find the Username of an Employee 1. In PrismHR, in the search engine (magnifying glass at the top of the screen), type in the employee's first and last name. An employee match will appear with the employee. 2. Click on the ...
How to Terminate an Employee
To terminate an employee, click on this link: ...
How to Edit a New Hire
Follow these steps on How to Edit a New Hire: 1. Choose "Workflow Maintenance" from the Favorites Menu or Search for it in the Search Bar. 2. This will open the Workflow Maintenance screen 3. Select Onboarding from the Workflow Type Drop Down 4. ...
How Do I pull a PTO Report
Follow The Instructions Below To Learn How To Pull A PTO Report (FOR MANAGERS) 1. In Prism, Search "PTO" in the Global Search Bar at the Top of the Screen. 2. In the Drop Down List of options, Select "Employee PTO Detail Report" 3. Apply the ...
How to Upload Documents to the Employee File
Follow These Instructions to Upload Documents to Employee File: 1. Sign into your Manager User Portal in the payroll Prism system. 2. On the dashboard view, select the employees name you wish to upload a document for, from the "My Employees" section. ...
How to Edit an Employee's Timecard in Swipeclock
Follow These Instructions To Edit Empoyee's Timecard: 1. Sign into your Managers portal in Swipeclock. https://www.swipeclock.com/pg/login.aspx 2. Once signed in, select the "Current Period..." hyperlink underneath Time Cards section in the menu on ...
How to Enter Notes for an Employee as an Admin
Follow These Instructions to Enter Notes for an Employee: 1. Select the Employee from the Employee Panel of the Worksite Manager Dashboard to Open the Employee Details Form. 2. Click the Actions Menu Icon in the Upper Right Corner of the Form. 3. ...
How To Submit a Support Ticket
Follow these Steps on How to Submit a Support Ticket: 1. Click the "Teamworks- Submit Support Request" link from the Worksite Manager Dashboard, Favorites Menu. This will take you to the Teamworks Group Website, Support Request Form. 2. Enter your ...
How To Add A New Worksite Location
To add a new worksite location follow these steps: Login to your prism manager portal here In the search bar at the top of the screen search for "worksite locations" Select the appropriate option in the dropdown In the new location window complete ...
Current Payroll Provider Closure Sample Email
Canceling Current Payroll Service *******You will want to replace everything that says ADP with the client’s actual provider before sending to client. ******* Below is the email for what you will want to say to send to (Previous Payroll Provider) ...
How To Reprint or Retrieve W2 For Employee
Follow these steps to reprint a W2 for an employee: Log into Prism and choose the employee who needs their W2. Click on the blue action menu at the top right corner of the Employee Detail Screen Click on “Reprint Form W-2” Choose what year you need ...