Accounting Solutions (Web)
- How To: Check Requests
- How To: Bill Payments
- How To: Digital Purchase Orders
- How To: Bills
- How To: Accounting Reports
- How To: Digital Workflows
- How To: Vendors
- Paperless Accounting Workflows Release Notes
- Video Tutorials: Digital Purchase Orders
- How To: General Ledger
- How To: Journal Entries
- How To: Petty Cash
- How To: General Accounting
Accounting Solutions (Citrix)
Technical Release Notes
Canadian Payroll/Accounting Solutions
How to: Submit the Personal Info
Before an employee can complete their start work documents, they must complete their Personal Info. If an employee attempts to go directly to Start Work, they will be redirected to the Personal Info form.
Step 1: Under My Profile on the left, click PERSONAL INFO.
Step 2: Complete all required fields in the Basic section.
Step 3: Complete all required fields in the Permanent Address section.
Step 4: Complete all required fields in the Mailing Address section or click COPY FROM PERMANENT if applicable.
Step 5: Complete the Emergency Contact section.
Step 6: Complete the Demographics section using the drop down menus. You can select "No Answer" from the drop down menu if you do not wish to provide this information.
Step 7: Select an option in the Citizenship section.
Step 8: Complete Digital Tax Documents section.
Step 9: Complete Digital Direct Deposit Voucher section, if applicable.
Step 10: Click SAVE in the bottom right-hand corner.
Step 11: Click YES to confirm that your SSN is correct.