Vfficient Training Videos

The following how-to video sessions will provide detailed instructions for key payroll processes within the Vfficient platform.

Employee Self-Service Portal

This training module helps users register, access, and navigate the employee self-service portal.

Topics in this video include:

Updating Personal Information
Viewing and Reprinting Payroll Check Stubs
Adjusting Tax Information and Downloading W-2s
Managing and Requesting Paid Time Off or Vacation Time
Managing and Enrolling in Employer-Provided Benefits

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Administrative Navigation

This training module introduces worksite managers and worksite trusted advisors to basic navigation within the Vfficient Administrative Portal.

Topics in this video include:

Logging into the Vfficient Admin Portal
Navigating the Home Screen
Viewing Company Information
Utilizing Relevant Features and Tools

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Employee Management

This training module explains the process of updating information for existing employees.

Topics in this video include:

Updating:
- Position
- Pay
- Division/Department
- Tax Elections
- Direct Deposit

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New Hire Entry

This training module explains the onboarding process for new hires.

Topics in this video include:

Completing the New Hire Form
Understanding Employees' Responsibility During Onboarding Process
Monitoring Employees' Progress During the Onboarding Workflow
Completing the Onboarding Cycle
Reviewing Documents Associated with Onboarding

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Time Sheet and Payroll Approval

This training module explains the process of submitting time sheet pay data and reviewing basic reports before the payroll is finalized.

Topics in this video include:

Navigating to the Time Sheet
Entering Pay Data
Finalizing the Time Sheet
Approving Payroll

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Reports

This training module explains some of the essential reporting functionality.

Topics in this video include:

Updating Position
Company Reports
HR Reports
Payroll Reports
Data Retriever

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Paid Time Off Process

This training module describes the Paid Time Off (PTO) process within Vfficient.

Topics in this video include:

Requesting Time Off
Approving or Denying PTO Requests
Viewing Planned Time Off

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