Employee Navigator

Them to also log in using a username and password, you can click the button below to send a registration email to the user.” If the employee user has only logged in via SSO from Paylocity's self-service portal and does not have an email address in Employee Navigator, the following message will be displayed on their Manage Login page that says: This user does not have login credentials. They currently only access Employee Navigator using a single-sign-on (SSO) experience from an external partner. If this user wishes to also log in using a username and password, they can register using the "Register as a new user" link on the Login page. You'll need to provide them with the Company Identifier which is needed to complete that process.” HR Admin users will not be able to utilize the SSO functionality at this time. If an HR User does click on the “Employee Navigator” link within Paylocity, they will receive the following message: “For security purposes, your Employee Navigator account does not allow access to Single Sign-on from Paylocity. You can login here using your current Employee Navigator username and password.”FAQsCan any company integrated with EN and Paylocity utilize SSO? Yes! Single Sign-On is enabled for any mutual client and will be added automatically for any new clients coming on board. Is there a cost? No, this is an added benefit to your existing Paylocity integration. What are some of the benefits of utilizing SSO between Paylocity and Employee Navigator? Streamline the

Single Sign-On is an added feature for the Paylocity and Employee Navigator payroll integration. The Single Sign-On (SSO) functionality will allow employees to seamlessly log in to Employee Navigator, without a username or password when they access the SSO link within their self-service portal in Paylocity. This article will cover:Accessing the SSO in PaylocityLogging into Employee Navigator via the SSOFAQsAccessing the SSO in PaylocityTo access the SSO link, an employee will navigate to the menu on the left-hand side of their Paylocity account (Self Service) and click on “Employee Navigator".Logging inWe have made the SSO an addition to our current login process, that way an employee can log in via SSO from Paylocity or directly from employeenavigator.com. There are a few ways that Paylocity clients can log into our system: Have previously registered in EN and continue using local login credentials to log in from employeenavigator.comHave previously registered in EN and utilize the SSO from within Paylocity's self-service portal.Have never previously registered in EN and only utilize the SSO from within Paylocity's self-service portal.Only utilize the SSO from within Paylocity and then create local login credentials directly within ENIf an HR Admin user wishes to see if an employee has used SSO before or if they have local login credentials, they will be able to navigate to the employee’s Manage Login page within Employee Navigator. There will be three new icons that will be visible: Used for SSO icon: This icon would be displayed for any logins that have used

SSO to log into our system, whether by an auto-provisioned account or an account that has both local login credentials and SSO login. This will be visible from the employee’s Manage Login page. Auto-provisioned icon: This would be set to true for any auto-provisioned login records. This flag would never be changed and signifies the origins of the login record. This will be visible from the employee’s manage login page. Last SSO Login: This time and date stamp will show the last time the account was used as part of an SSO flow, regardless of the record's origin. If null, this would mean that the account has never been used for SSO. This will be visible from the employee’s Manage Login page. An HR Admin user will still have the capability to send registration emails or password reset emails directly from the employee’s Manage Login page, if the employee has an email on file. Employees who have only used SSO will be able to complete the registration process if they wish to sign into Employee Navigator directly. This enhancement will allow users to utilize both the SSO and log in to EN directly if they so choose. If the employee user has only logged in to Employee Navigator via SSO from Paylocity's self-service portal, a message will be displayed on their Manage Login page that says: “This user does not have login credentials. They currently only access Employee Navigator using a single-sign-on (SSO) experience from an external partner. To enable

Matter. If the client has two codes where some employees are pre-tax and others have deductions post-tax, then the placement does matter.Each must be in its respective section of all applicable plans. Anyone who needs a post-tax code used must be classified as the correct 2% shareholder or Direct lineal descendant of a 2% shareholder in Employee Navigator, depending on which one they are.If the client has one code and the plan in Employee Navigator allows a user to define the tax status of the enrollment, then the placement does matter. If a Voluntary LTD or STD plan settings > Costs > Rates is set to only allow post-tax enrollments, the code must be in the post-tax section. The same goes for pre-tax. If both are allowed, there must be two codes mapped into their respective sections. If the plan is a 3PA plan where the enrollment is returned to Employee Navigator from another system, the placement does matter. Both a Pre-tax and Post-tax code will be required to Save.Q: I have employees who must receive post-tax deductions, how do I configure this? A: If they are not 2% shareholders or Direct lineal descendants of a 2% shareholder: Create a new payroll group with the same frequency --> Add the post-tax deduction codes to this group and any other pre-tax deductions for plans that must be withheld pre-tax for all --> Adjust each applicable employee’s payroll group to the new one. If they are 2% shareholders or Direct lineal descendants of a 2% shareholder: Go to their Profile → Employment → Statutory Class → Choose ‘2% Shareholder’ and Save. This will allow EN to apply only the post-tax deduction codes you’ve mapped into your payroll group(s) for this employee. Q: Do I need to set up Employer Codes even if my payroll provider does not exchange them with Employee Navigator?A: No, you do not. You can keep the "No" checkbox marked under Employer Codes. If you do wish to enter an employer earning code for reporting purposes, make sure to set the Earning Transmission Option to "Never Send".