Administrator Prism Resources

Use our library of materials to get quick tutorials to learn all about your admin portal.

Run your business on your own time ✔ An efficient, paperless process ✔ Accurate, timely, convenient​

Want to learn more about the Employee Portal? Check out the Employee Prism Resources page.

Featured Resources:

Explore the Power & Possibilities of Your Admin Portal.

Get a quick overview of the Prism Administrator portal and features that are accessible to you on desktop at any time.

Manager Portal Overview

Now it's even easier to get the information you need and complete your managerial tasks! Log in with your employee credentials and toggle to your Manager Portal view to access messages, employee data, pending approvals, and timesheets.

HR Portal Overview & How to Login

This tutorial will guide you through logging in, resetting your password, and getting started in the portal. Discover how to navigate and utilize the portal's features, enabling you to efficiently access essential HR resources and streamline your interactions with our services.

Payroll Submission

Learn how to use Time Sheet Entry to enter or modify hours worked for your employees, review your timesheet report, and finalize your hours before submitting payroll.

New Hire Onboarding

Have a new employee you'd like to welcome to the team? Learn how to initiate electronic onboarding, which will trigger an email to your new employee to complete the onboarding information and necessary forms.

"Before, when we had to bring on a new employee, more paperwork was involved. Now with Prism, everything's just online, which is super easy for all of us. Digital makes life easier."
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All Tutorials:

Topic
Admin Platform Tutorial Categories
  • Manager Portal (12)
  • Employee details (7)
  • Payroll (6)
  • Time and attendance (4)
  • Hire and onboard (3)
  • Reporting (3)
  • Time off (2)
  • Offboard (1)

ProService Login for Worksite Trusted Advisors

This tutorial will guide you through how to sign up for the ProService login as a Worksite Trusted Advisor.

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ProService Secure File Transfer

This tutorial will guide you through how to access and upload documents to the ProService Secure File Transfer (Files.com) Portal.

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Report Center (New) from the Manager Portal

This tutorial will guide you through how to access the Report Center to run reports, so you have information you need at any time.

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Alerts and Segments Setup (Manager Portal)

With the new Manager portal, you will now have the ability to setup alerts for your employees to see upon login to their employee profile. 

This tutorial will guide you through how to set up alerts and segments within your Manager Portal. 

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Employee Work Assignment Changes (Manager Portal)

This tutorial will guide you through how to update your employee's department, division, and other work assignments through the Manager Portal. 

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Status/Type Change (Manager Portal)

It's always important to keep your employee's information up to date and accurate for payroll.

This tutorial will guide you through updating your employee's status and/or type through the Manager Portal. 

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Leave Approval (Manager Portal)

If you have a leave policy, your employees can request time off from within the Employee Portal. This tutorial will guide you through how to approve or deny leave requests in Prism's Manager Portal. 

NOTE: If you use our Time & Attendance system, employees will request time off there. Please see this guide instead.

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Employer I-9 Verification (Manager Portal)

Verifying I-9's is imperative for your employees to being work as soon as possible. 

This tutorial will guide you through how to verify the I-9 electronically as soon as your employee completes section 1 using electronic onboarding through the Manager Portal. 

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Update Your Employee's Salary or Pay Rate (Manager Portal)

Did your employee get a raise, change jobs with a different pay rate, or receive a promotion? Updating pay rates within PrismHR is quick and easy!

This tutorial will guide you through updating your employee's pay rate or salary information directly from the Manager Portal.

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Employee Position Change (Manager Portal)

It's always important to keep your employee's information up to date and accurate for payroll.

This tutorial will guide you through updating your employee's job or position through the Manager Portal. 

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Terminate Employee (Manager Portal)

Sometimes an employee will move on or it's necessary to part ways.

This tutorial will guide you through how to begin a termination for an employee through the Manager Portal. Once you submit the termination, our team will review and take necessary steps to complete the process.

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Payroll Submission (Manager Portal)

This tutorial will guide you through Timesheet Entry & Payroll Submission functions through the Manager Portal. 

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Approving Payroll (Manager Portal)

This tutorial will guide you through the payroll approval function from your Manager Portal.

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Manager Portal Overview

This tutorial will give an overview of the new Manager Portal. 

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Report Center (New)

This tutorial will guide you on how to acess the Report Center (New), so that you can run reports and have the information you need at anytime.

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Rehiring an Employee

Interested in bringing back a previously terminated employee? This guide will walk you through the process of rehiring an employee in Prism. This action will prompt an email to your employee, directing them to complete the necessary onboarding information and forms to ensure we have the latest details on file.

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Payroll Reports

This tutorial will guide you through pulling reports after payroll has been processed, including your invoice, payroll register, and client allocation report.

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Approving Payroll

After our team has reviewed your payroll submission and completed our audits, you will receive an email with an invoice informing you that your payroll is ready for approval. This tutorial will guide you through reviewing your payroll invoice in further detail and how to approve it for processing.

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Payroll Submission (if using T&A)

If you use our Time & Attendance system, learn how to review time sheets and submit your payroll hours to your service team.

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Payroll Submission

Learn how to use Time Sheet Entry to enter or modify hours worked for your employees, review your timesheet report, and finalize your hours before submitting payroll. Note: If you currently provide an import file to your processor, please continue to do so. After your file is imported, you'll be able to make edits as needed.

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Time Off Approvals (if using T&A)

Did your employee request time off? If you use ProService's Time & Attendance system, this tutorial will show you how to review, approve, or deny time-off requests for your employees.

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Extra Pay & Adjustments (if using T&A)

If you're using ProService's Time & Attendance system, this tutorial will show you how to input extra pay for employees, including bonuses, commissions, PTO, and retroactive pay.

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Editing & Verifying Time Cards (if using T&A)

If you're using ProService's Time & Attendance system, this tutorial will show you how to edit timesheets. e.g. updating punches, fixing a missing punch, and approving time cards.

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Terminating Employees

Sometimes, an employee will move on, or it's necessary to part ways. This tutorial will guide you through how to begin a termination for an employee. Once you submit the termination, our team will review and take the necessary steps to complete the process.

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Time Off Approvals

If you have a PTO policy, your employees can request time off from within the Employee Portal. Learn how to quickly review, approve, or deny time-off requests for your employees.

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Employee property

If you issue company property, learn how to add or update your employee's property, vehicle, driver's license information, and auto insurance.

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Employee Documents

Learn how to securely view and manage employee documents like completed I-9 forms, signed policies and handbooks, tax forms, and more.

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Employee Position Changes

It's always important to keep your employee's information up to date and accurate for payroll. This tutorial will guide you through seamlessly updating your employee's job or position, whether it involves promotions, lateral moves, or role adjustments.

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Employee Assignments

Learn how to manage changes to your employee's work assignments effectively.

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Pay Changes

Did your employee get a raise, change jobs with a different pay rate, or receive a promotion? Updating pay rates is quick and easy! This tutorial will guide you through updating your employee's pay rate or salary information directly from the dashboard or from within the employee details.

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Direct Deposit Changes

Learn how to securely and accurately add a new direct deposit account and update or delete existing accounts for your employees.

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Employer I-9 Verification

Verifying I-9s is imperative for your employees to begin work as soon as possible. Learn how to verify the I-9 electronically as soon as your employee completes the employee section (section 1) using electronic onboarding.

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Onboarding Dashboard

Learn how to oversee and streamline the onboarding process for your new employees using our intuitive dashboard designed to manage your new hires.

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 HR Portal Overview

This tutorial will guide you through logging in, resetting your password, and getting started in the portal. Discover how to navigate and utilize the portal's features, enabling you to efficiently access essential HR resources and streamline your interactions with our services. 

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New Hire Onboarding

Have a new employee you'd like to welcome to the team? Learn how to initiate electronic onboarding, which will trigger an email to your new employee to complete the onboarding information and necessary forms.

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