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".

Payroll deduction codes are the "master keys" to payroll that allow Employee Navigator to send new, updated, and ending deductions for all employees whenever changes occur to enrollments or costs.Once your deduction codes have been mapped, please refer to our article Completing your Deduction AuditOur 'How to' video!Where do I find these codes?How do I map these codes into Employee Navigator?Can I edit these codes or transmission settings if I made a mistake?What deduction types are not currently exchanged?FAQVideo WalkthroughWhere do I find these codes?If using Paylocity, Paychex, or any ADP platform:Go to your Payroll tab in EN once your integration request has been approved à Payroll Groups --> Click into a payroll group --> Click the Vendor Payroll Codes button at the top --> Click Refresh Codes to pull in the codes from the payroll system.Once the codes have been pulled in from payroll, click the pencil icon next to the plan you wish to add a Deduction Code to.By clicking on the appropriate code box, a dropdown will appear to select from.If using any other payroll partners:Ask HR to pull their Deduction report for the integration. This report will have all of their currently in-use codes listed for you to view and map into their applicable benefit types.Partner user guide with instructions to pull this report can be found hereHow do I set up these deduction codes?1) Click on the ‘Deduction Codes’ link under Options within your Payroll tab --> Payroll GroupThere are three different types of code setups that you might have: Plan BasedCoverage Level BasedLimit Level Based3 different deduction transmission options:Always SendNever SendDon't Send $0Employee Navigator does not recommend using this option, and it will be sunset in 2025.3 different employer contribution transmission options:Always SendNever SendDon't Send $0Employee Navigator does not recommend using this option, and it will be sunset in 2025.Plan Based CodesThis is the most common code configuration you will have in Payroll.You will likely have a single code, such as MED or MDCL, that represents the entire employee (and spouse or dependent(s)) consolidated cost.This code can be mapped into the applicable pre or post-tax section of the plan.Coverage Level Based This is another form of code configuration you might have in Payroll.You will likely have multiple deduction codes that each represent a coverage tier's cost, such as MEDEE, MEDSP, MEDCH, and MEDFAM for example.These codes can be mapped into the plan's applicable pre- or post-tax section.Note: We will only show the coverage level options for plans with Composite Rate types. We do not support coverage-level based codes for ACA-rated, Banded, or Individually-Banded rate types within your Costs --> Rates section of a plan.Limit Level Based CodesThis is another form of code configuration you might have in Payroll specific to your Health Savings Account plansYou will likely have multiple deduction codes representing an Employee-only or Family-level HSA code. Limit Level Based codes are unique to Health Savings Accounts (HSA).These codes can be mapped into the plan's applicable pre or post-tax section.This functionality allows for

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