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Bridge
Buzz
Buzz Employee Engagement
Buzz Time & Attendance
On-Site Time Clock App
Core
Core Starter Pack
Core for Recruiters
Core for Sales
Core for Pay and Bill Clerks
Core for Administrators
HRCenter & Core
Enterprise
Enterprise Starter Pack
Front Office
Back Office
Administration
Vendors
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Enterprise Troubleshooting
United Kingdom
Affordable Care Act
General
Outlook Add-In
Self-Hosted
HRCenter
System Starter Pack
HRCenter Admin Options
Information Pages
Surveys
Forms
Organizing Workflows
Tenants
Translations (Localizations)
Integrations
Automated Voice & Text Integrations
Background Check Integrations
Candidate Management
Employee Benefits
E-Verify Integration
Pay-card Provider Integrations
Rapid! Integrations
Single Sign On (SSO)
Skills & Assessment Integrations
TimeClock Integrations
Unemployment Management
WOTC Integrations
Job Board
Reports
Affordable Care Act Reports
Commission Module Reports
Customer & Contact Reports
Employee Info Reports
Employee Reporting
Exports
Financial Reports
Forecast Reports
Log Information Reporting
Order & Assignment Reports
Productivity Reports
Sales & Invoicing Reports
Task Reports
Tax Administration Reports
Time & Pay Reports
User Security Setup
TimeClocks
WebCenter
Employee Portal
Customer Portal
Vendor Portal
Administrator Portal
Year End
1094-1095
Release Notes
2025 Releases
2024 Releases
2023 Releases
2022 Releases
2021 Releases
2020 Releases
2019 Releases
2018 Releases
2017 Releases
2016 Releases
2015 Releases
Payroll, Tax, and Funding Services
Lone Oak Payroll Help Center
Payroll, Tax, and Funding Services
Standard Processes
Reports
Funding and EOR Services
Table of Contents
Table of Contents
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TempWorks University
Enterprise 101
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Beyond University
Year End
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COVID-19
Beyond
Beyond Starter Pack
Front Office
Back Office
Administration
Beyond Troubleshooting
Bridge
Buzz
Buzz Employee Engagement
Buzz Time & Attendance
On-Site Time Clock App
Core
Core Starter Pack
Core for Recruiters
Core for Sales
Core for Pay and Bill Clerks
Core for Administrators
HRCenter & Core
Enterprise
Enterprise Starter Pack
Front Office
Back Office
Administration
Vendors
Modules
Enterprise Troubleshooting
United Kingdom
Affordable Care Act
General
Outlook Add-In
Self-Hosted
HRCenter
System Starter Pack
HRCenter Admin Options
Information Pages
Surveys
Forms
Organizing Workflows
Tenants
Translations (Localizations)
Integrations
Automated Voice & Text Integrations
Background Check Integrations
Candidate Management
Employee Benefits
E-Verify Integration
Pay-card Provider Integrations
Rapid! Integrations
Single Sign On (SSO)
Skills & Assessment Integrations
TimeClock Integrations
Unemployment Management
WOTC Integrations
Job Board
Reports
Affordable Care Act Reports
Commission Module Reports
Customer & Contact Reports
Employee Info Reports
Employee Reporting
Exports
Financial Reports
Forecast Reports
Log Information Reporting
Order & Assignment Reports
Productivity Reports
Sales & Invoicing Reports
Task Reports
Tax Administration Reports
Time & Pay Reports
User Security Setup
TimeClocks
WebCenter
Employee Portal
Customer Portal
Vendor Portal
Administrator Portal
Year End
1094-1095
Release Notes
2025 Releases
2024 Releases
2023 Releases
2022 Releases
2021 Releases
2020 Releases
2019 Releases
2018 Releases
2017 Releases
2016 Releases
2015 Releases
Payroll, Tax, and Funding Services
Lone Oak Payroll Help Center
Payroll, Tax, and Funding Services
Standard Processes
Reports
Funding and EOR Services
Refine
TempWorks University
Enterprise 101
Recruiter 101
Pay/Bill 101
HRCenter 101
Beyond University
Year End
Extra Credit
COVID-19
Beyond
Beyond Starter Pack
Front Office
Back Office
Administration
Beyond Troubleshooting
Bridge
Buzz
Buzz Employee Engagement
Buzz Time & Attendance
On-Site Time Clock App
Core
Core Starter Pack
Core for Recruiters
Core for Sales
Core for Pay and Bill Clerks
Core for Administrators
HRCenter & Core
Enterprise
Enterprise Starter Pack
Front Office
Back Office
Administration
Vendors
Modules
Enterprise Troubleshooting
United Kingdom
Affordable Care Act
General
Outlook Add-In
Self-Hosted
HRCenter
System Starter Pack
HRCenter Admin Options
Information Pages
Surveys
Forms
Organizing Workflows
Tenants
Translations (Localizations)
Integrations
Automated Voice & Text Integrations
Background Check Integrations
Candidate Management
Employee Benefits
E-Verify Integration
Pay-card Provider Integrations
Rapid! Integrations
Single Sign On (SSO)
Skills & Assessment Integrations
TimeClock Integrations
Unemployment Management
WOTC Integrations
Job Board
Reports
Affordable Care Act Reports
Commission Module Reports
Customer & Contact Reports
Employee Info Reports
Employee Reporting
Exports
Financial Reports
Forecast Reports
Log Information Reporting
Order & Assignment Reports
Productivity Reports
Sales & Invoicing Reports
Task Reports
Tax Administration Reports
Time & Pay Reports
User Security Setup
TimeClocks
WebCenter
Employee Portal
Customer Portal
Vendor Portal
Administrator Portal
Year End
1094-1095
Release Notes
2025 Releases
2024 Releases
2023 Releases
2022 Releases
2021 Releases
2020 Releases
2019 Releases
2018 Releases
2017 Releases
2016 Releases
2015 Releases
Payroll, Tax, and Funding Services
Lone Oak Payroll Help Center
Payroll, Tax, and Funding Services
Standard Processes
Reports
Funding and EOR Services
Home
Glossary
TempWorks University
Welcome to TempWorks University
Enterprise 101
Full Enterprise 101 Course
Enterprise Overview
Hierarchy Training
Recruiter 101
Before You Begin Recruiter 101 and Workbook
Full Employee Record Course
Employee Part 1: The Basics
Employee Part 2: Searching
*Employee Part 3: The Employee Details
*The Resume Parser
Full Customer and Order Record Course
Customer Part 1: The Basics
Orders Part 1: The Basics
*Orders Part 2: Order Details
Full Assignment Record Course
Assignments Part 1: The Basics
*Assignments Part 2: The Candidate Worksheet
Assignments Part 3: How to Manage and Close Assignments
Pay/Bill 101
Before You Begin Pay/Bill 101 Training and Workbook
Full Employee Pay Setup and Customer Invoice Setup Course
Payroll Part 1: The Basics of Employee Setup
Payroll Part 2: Employee Adjustments
Invoice Setup
PO Setup
Full Time Entry & Proofing Course
Time Entry Part 1: The Basics
Time Entry Part 2: The Details
*Time Entry Part 3: One-Time Adjustments & Overrides
Proofing
Full Payroll and Invoicing Course
The Payroll Wizard
The Invoicing Wizard
*Payroll Corrections
*Invoice Corrections
HRCenter 101
Enterprise: HRCenter Minor
Before You Begin HRCenter 101 and Workbook
The Job Board
HRCenter Part 1: The Applicant Process
HRCenter Part 2: The Service Rep Process
Beyond: HRCenter Minor
Beyond University: HRCenter Minor Overview
HRCenter 101: Beyond & the Job Board
HRCenter 102: The Applicant Process
HRCenter 201: Reviewing Applications in Beyond
HRCenter 202: Searching for Applicants in Beyond
HRCenter 203: Assigning New Workflows or Pages in Beyond
HRCenter Admin
HRCenter Admin: Form Builder
HRCenter Admin: Surveys
HRCenter Admin: Info Pages & Workflows
Beyond University
Welcome to Beyond University!
Beyond University Full Courses
Beyond University for Recruiters
Beyond University for Sales
Beyond Basics
Basics: How to Log In & Navigate in Beyond
Basics: Introduction to Hierarchy in Beyond
Basics: Searching for Records in Beyond
Building Blocks: The Visifile in Beyond
Building Blocks: Logging Messages in Beyond
Building Blocks: Managing Documents in Beyond
Building Blocks: Employee Advanced Searching
Building Blocks - Near Me Search
Creating Records in Beyond
Beyond University: Creating Employee Records
Beyond University: Employee Statuses
Beyond University: Creating Customer Records
Beyond University: Managing Customer Contacts
Beyond University: Customer Defaults
Beyond University: Creating Order Records
Beyond University: Order & Assignment Searching
Beyond University: How to Track Candidates
Beyond University: Assigning Employees
Beyond University: How To End Assignments
Year End
Data Integrity Checks 101: Full Course
Closing the Year 101: Full Course
1095-C & 1094-C: 101
Extra Credit
The Tempworks Tips and Tricks Series
COVID-19
COVID-19 - Coronavirus, FFCRA, & Paid Sick Leave
COVID-19 - Reaching Out to Employees
COVID-19 - Reports Manual
COVID-19 - CARES Act PPP Loan Forgiveness Estimator
COVID-19 - Employee Retention Credits
COVID-19 - Required Documents
Beyond
Beyond Starter Pack
Beyond - How to Log In
Beyond - Dashboard
Beyond - Sales Pipeline Dashboard
Beyond - Default Insight Widgets
Email Functionality
Beyond - Email Setup
Beyond - How to Email in Beyond
Beyond - How to Import Email Templates from Enterprise
Beyond - How to Create Email Templates
Beyond - How to Utilize Email Templates
Beyond - How to Manage Email Templates
Beyond - Mass Mailer Account Setup
Tips
Beyond - Hierarchy
Beyond - Record Types
Beyond - Charms Overview
Beyond - Custom Data
Beyond - Documents
Beyond - Required Documents
Message Logging
Beyond - Quick View
Beyond - Tasks
Beyond - The Visifile
Beyond - Advanced Searching
Beyond - Bookmarks
Beyond - UI/UX Improvements Overview
Front Office
Recruiter Manual
Sales & Account Management Manual
Beyond - Profile Reports
Beyond - How to Create and Manage Hot Lists
Beyond - Gross Profit Calculator
Employee
Employee FAQs
How to Create an Employee Record
Beyond - Employee Profile Pictures
Beyond - How to Upload Resumes in Bulk
Beyond - Creating an Employee Resume
How to Attach a Resume to an Employee Record
Beyond Employee Story
Beyond - References
How to Deactivate and Reactivate Employee Records
Managing Employee Interest Codes
Managing Web User Account
Onboarding
Washed Status
Utilizing Recruiter First Workflows
How to Assign a New HRCenter Workflow or Page
Beyond - Employee Advanced Searching
Beyond - Employee Required Documents
Beyond - Interview Questionnaire
Beyond - How to Merge Employee Records
Beyond - How to Transfer an Employee to a Different Branch
Beyond - Updating ACA Status for Employees
Beyond - How to Reject HRCenter Pages
Customers
Customer FAQ
How to Create a Customer Record
Customer Record Must-Haves
Creating and Managing Departments
Beyond - Creating Customer Worksites
Customer Statuses
Beyond - Customer Required Documents
Filling out Customer Related Forms
Managing Customer Defaults
Managing Customer Interest Codes
Managing Sales and Service
Utilizing the Near Me search
Beyond - NTO (Notice to Owner)
Beyond - Customer Master View
Beyond - How to Change a Parent Customer
Orders
Order FAQs
How to Create an Order
How to Track Candidates on an Order
Managing Order Interest Codes
Searching for Orders
Utilizing Order Contact Roles
Beyond - Job Order Required Documents
Beyond - How to Copy an Order
Beyond - Utilizing Master Orders
Beyond - How to Create and Manage Direct Hire Orders
Beyond - How to Create and Utilize Rate Sheets
Beyond - Automatic Job Application Receipt
Assignments
Assignment FAQ
How to Create an Assignment
Assignment Details Overview
Extending an Assignment
How to End an Assignment
How to Mass Update Assignments
How to Mass Update Rates
Understanding Assignment Restrictions
Contacts
Beyond - Creating a Contact Record
Beyond - Creating a Web User Account for a Contact Record
Beyond - Managing Contact Interest Codes
Deactivating Contact Records
Prospects
How to Create a Prospect Record
Converting a Prospect to a Customer Record
Vendors
Vendors - Subcontractors in Beyond
Vendors - 1099 Employees in Beyond
AI Resume Matching & Sourcing
Back Office
Beyond - Payroll Clerk
Beyond - Employee Pay Setup
Beyond - How to Add Employee Adjustments
Beyond - Employee Pay Setup
Beyond - Managing Employee Accruals
Beyond - How to Manage Employee Taxes
Beyond - Employee Pay History
Beyond - Customer Payroll Settings
Beyond - Managing Accruals on the Customer, Worksite, and Assignment Records
Beyond - Time Entry
Beyond - Time Entry Overview
Beyond - Late, Holiday, and Bonus
Beyond - One-time Adjustments & Overrides
Beyond - Retro Pay
Beyond - Utilizing Job Order and Assignment Adjustments
Beyond - Emailing Pay Notifications
Beyond - Proof Payroll
Beyond - Billing Clerk
Beyond - How to Manage Billing Setup
Beyond - How to Create & Manage Purchase Orders
Administration
Beyond - Welcome to Administration
Beyond - Session Expiration
Beyond - Managing Your Service Representatives
Beyond - Address Standardization
Beyond - Creating & Managing Service Rep Teams
Beyond - Insight Widget Access
Beyond - Managing Security Groups
Beyond - Product Instances
Beyond - Personal Access Tokens
Beyond - Status Change Workflows
Beyond - Required Document Types
Beyond - Creating Security Groups with Advanced Permissions
Beyond - How to Create and Utilize Cards and Pages
Beyond - How to Create Sales Teams
Beyond - How to Create Job Titles
Beyond - How to Create Interest Codes
Beyond - How to Setup Adjustments
Beyond - Setting Up ACA Adjustments
Beyond Troubleshooting
Basic Browser Troubleshooting
Beyond - Insight Widget Troubleshooting
Bridge
Bridge - Overview
Bridge - Support Tickets
Bridge - Managing Users
Bridge - Products & Community
Bridge - Training & Knowledge Base
Bridge - Updating Job Board (Self-Hosted Clients Only)
Buzz
What is Buzz
Buzz - Inviting Employees to Buzz
Buzz Employee Engagement
Buzz - Welcome to Buzz Employee Engagement
Buzz - Availability
Buzz - Job Board
Buzz - Job Offers
Buzz - Live Chat
Buzz - Setting Up Live Chat
Employee: Buzz Overview
Employee: Accepting & Declining Job Offers
Employee: Chat with Your Rep
Buzz Time & Attendance
Buzz - Time & Attendance
Buzz - Timecard Entry Setup
Employee: Entering Time in Buzz
Buzz Mobile Time Punching
Buzz - Setting Up Mobile Time Punching
Buzz - Setting up Facial Recognition
Buzz - Setting Up Geolocation
Employee: Buzz Facial Recognition Tips & Tricks
Employee - Mobile Time Punching in Buzz
WebCenter Vs. HRCenter Vs. Buzz
Buzz Specific WebCenter Configurations
On-Site Time Clock App
On-Site Time Clock Overview
How to Setup the On-Site Time Clock App
On-Site Time Clock Configuration Options
Employee: Using the On-Site Time Clock App
Core
Welcome to Core
Core Starter Pack
Core - How to Log In
Core - Hierarchy
Core - Home Page Overview
Core - Security Role Overview
Core - Bridge
Core - Company & Employer Information
Core - Logging Messages
Core for Recruiters
Welcome to Core for Recruiters
Core - How to Add a New Employee
Core - Employee Searching
Core - Interest Codes
Core - Employee Documents
Core - Required Documents
Core - Documenting Employee Education and Job History
Core - Employee Interview Questionnaire
Core - Order Searching
Core - Assignment Restrictions
Core - Creating Assignments
Core - Merging Employees
Core - Do Not Assign (DNA)
Core for Sales
Welcome to Core for Sales
Core - How to Add a Customer Record
Core - How to Add a Contact Record
Core - Customer and Contact Searching
Core - Departments Vs. Worksites
Core - Order Defaults
Core - Creating Orders
Core - Tasks
Core - Hot Lists
Core for Pay and Bill Clerks
Welcome to Core for Payroll & Billing Clerks
Core - Payroll Overview
Core - Time Entry
Core - One Time Adjustments
Core - Proofing
Core for Pay Clerk
Core - Employee Pay Setup
Core - Employee Adjustments
Core - Payroll Wizard
Core for Billing Clerk
Core - Customer Invoice Setup
Core - Invoicing
Core for Administrators
Welcome to Core for Admins
Core - Assigning Security Roles & Hierarchy Permissions
Core - Creating Accruals
Core - Adding Adjustment Types
Core- Creating Authorities
Core - Adding Job Titles
Core - Creating Message Action Codes
Core - Adding Multiplier Codes
Core for Front Office Admins
Core - Creating Interest Codes
Core - How to Create Interview Questionnaires
Core - Creating Required Docs Options
Core for Back Office Admins
Core - Custom Data
Core - Setting Up Worker Comp Codes
Core - Managing Accrual Packages for an Employee
Core - Adding a New Branch
HRCenter & Core
Core - HRCenter Application Overview
Core - Managing Applications through HRCenter
Core - Managing HRCenter Applicants
Enterprise
Enterprise Starter Pack
Logging In
Enterprise - System Requirements
Enterprise - System Requirements to Access Apps.OnTempWorks.com
How to Log into Enterprise
Enterprise - How to Log in From a Mac
Enterprise - How to Add an Enterprise Shortcut to the Desktop
Enterprise - Accessing Local Drives
Enterprise - Apps OnTempworks Migration
Enterprise - Hosted Services Downloads
Tips
Enterprise - Dashboard Widgets
Enterprise - Record Types
How to Utilize Tasks
Searching
Enterprise - Tips for Navigating Through the UI
Keyboard Shortcuts
Tips and Tricks to Save Clicks
Hierarchy
Enterprise - Task Management
Enterprise - The Tearaway Page
Enterprise - Tips for Message Logging
Enterprise - How to Customize Your Navigation Tree
Enterprise - Calendar
Enterprise - Record Favorites
Enterprise - Full Reports Manual
Email
Enterprise - Email Overview
Enterprise - SMTP Email Setup
Enterprise - Gmail Email Setup
Enterprise - Mass Emailer SMTP Setup
Email Functionality
Sending Emails from a Message
Enterprise - How to Set up and Utilize Email Templates
Enterprise - SMS Email & Text Messages
Front Office
Recruiter Manual
Sales & Account Management Manual
Employee
Enterprise - Commonly Asked Questions - Employees
How to Add a New Employee Record
Employee Searching
How to Deactivate and Reactivate Employee Records
Documenting an Interview
How to Create Assignment Restrictions
Enterprise - How to Document Employee Work History and Education
How to Manage Required Documents
How to Track Employee Availability
Managing Employee Documents
Managing Employee Interest Codes
Managing Resumes
Tracking Employee Availability
Tracking WOTC Eligibility
Utilizing the Washed Status
Work Interests and Work Experience
Enterprise - Manage Web User Account
Enterprise - How to Transfer an Employee to a Different Branch
Enterprise - How to Merge Employee Records
Enterprise - How to Copy an Employee Record to a Contact Record
Enterprise - How to Track Unemployment
Enterprise - How to Create and Manage Hot Lists
Customer
Enterprise - Commonly Asked Questions - Customer Record
Creating Customer Records & Customer Record Avatars
Enterprise - Customer Visifile and Snapshot
Create & Manage Departments
Create & Manage Worksites
Default Customer Statuses
Managing Sales & Service
How to Change a Parent Customer
How to Configure PEO Setup
How to Create Purchase Orders
How to Manage Interest Codes on the Customer
How to Set up Customer Defaults
How to Utilize the Sales Pipeline
Notice to Owner
Saving Customer Contracts
Enterprise - How to Set Up Sales Tax on a Customer
Enterprise - Gross Profit Calculator
Order
Enterprise - Commonly Asked Questions - Orders & Assignments
How to Create and Manage Temporary Orders
How to Create and Manage Direct Hire Orders
Default Order Statuses
How to Copy an Order
How to Create and Manage the Candidate Worksheet
How to Create and Utilize Rate Sheets
How to Mass Update Assignment Rates
How to Mass Update/End Assignments From the Order
The Order Avatar & Icons
Order Searching
Order Types and Pay Periods
Using Contact Roles with Orders
Utilizing Master Orders
How to Move an Order
Assignment
How to Assign an Employee
The Assignment Status
How to Document Employee Pay Raises
How to End an Assignment
How to Mass Assign and End Assignments
How to Utilize the Assignment Replacement Option
Assignment Calls
Contact
Enterprise - Commonly Asked Questions- Contact
How to Add a Contact
Enterprise - Creating a Web User Account for a Contact Record
How to Create Contact Groups
Personal Call List
Contact Record Must Haves
Enterprise - Contact Avatar Area and Actions Menu
Enterprise - Contact Statuses
Enterprise - How to Deactivate a Contact
Enterprise - How to Merge Contact Records
Enterprise - How to Copy a Contact to an Employee Record
Enterprise - How to Move a Contact to a Different Customer or Department
How to Create a Worker Comp Claim
Back Office
Enterprise - Pay/Bill Overview
Payroll Processor Manual
Pay Setup
Enterprise - Employee Pay History
How to Enroll Employees in Direct Deposit
How to Manage Arrears
How to Manage Employee Taxes
How to Set up Benefit Adjustments
How to Set up Child Support Garnishments
How to Set up Employee Adjustments
How to Set up a Federal Levy
How to Set up a Secondary Direct Deposit
How to Set up 401K Adjustments
Enterprise - Accrual Setup in Administration
Enterprise - Employee, Customer, and Assignment Accruals
Enterprise - Accruals - Break In Service
Enterprise - Multiple Location-Based Accruals
Enterprise - Department of Revenue Garnishments
Enterprise - State Accruals Effective 1/1/2024
Time Entry
How to Create Timecards
Time Entry Tricks
Timecard Icons and Their Meanings
Cash Tips
Fringe Benefits
Gross Up Calculator
How to Convert a Timecard to the Federal Format
Bonus Pay
How to Duplicate Timecards
How to Enter Late Time
How to Import Timecards
How to Pay Salaried Employees
Pay Transactions on Separate Check
How to Process Bi-Weekly Payroll
Retro Pay
How to Utilize Assignment Adjustments
Unit Pay Transactions
How to Refresh Timecards
One-Time Adjustments and Overrides
Enterprise - Timecard Linker
Proofing
Proofing Time Entry Sessions
Marking Transactions as Not Payable or Not Billable
Proofing Errors, Their Meanings, and How To Fix
Payroll
Commonly Asked Questions - Payroll
Payroll Errors, Their Meanings, and How To Fix
Enterprise - Flexible Payment Methods
Change Adjustment Authorities After Payroll
How to Complete Authority Check Runs
How to Convert an Epay Transaction to a Live Check
How to Correct Authority Checks
How to Create ACH and Positive Pay Files
How to Email Pay Stubs
How to Reissue Checks
How to Reprint a Paycheck or Payroll Run
How to Undo Check Corrections
How to Void and/or Reverse Checks
Pulling the "Staged Check" Report
Removing Transactions from Payroll Runs
Voiding Check Date Validation
Enterprise - Understanding Your Paycheck/Paystub
Enterprise - Backdated Checks
Enterprise - Paystub & Reporting Updates for Illinois Day and Temporary Labor Services Act
Enterprise - Paystub & Reporting Updates for New Jersey Temporary Workers Bill of Rights
Billing Clerk Manual
Invoice Setup
How to Manage Billing Setup on a Customer
Customer Adjustments and Invoice Processing
How to Email Invoices
Ignore Bill Cycle
Invoicing
Enterprise - Commonly Asked Questions - Invoicing
How to Process Bi-Weekly Invoicing
How to Process Monthly Invoicing
How to Process Weekly Invoices
How to Create a Direct Hire Invoice
How to Edit Invoices
How to Find Processed Invoices
How to Fix Issues During Invoice Processing
Invoice Recipient Error
How to Merge Invoices
Enterprise - How to Recalculate Taxes & Surcharges on an Invoice
How to Recast an Invoice
How to Undo Invoice Corrections
How to Void an Invoice
Reverse Billing
Accounts Receivable
Invoice Payments Overview
How to Quick Pay Invoices
Uploading a Lockbox Feed
How to Apply Overpayments to Invoices
How to Create a Zero Dollar Invoice
How to Pay Invoices with a Lump Sum Check
How to Search and Filter Invoices in Accounts Receivable
How to "Write Off" a Small Invoice Balance
Enterprise - Closing the Week
Administration
Admin Manual
Front Office Administration
Creating Interest Codes
How to Create Hotlist Tags
How to Create Job Titles
How to Create Message Action Codes
How to Create Sales Teams
How to Setup and Manage Business Codes
How to Setup and Manage Custom Data
How to Setup and Manage Required Docs
How to Setup and Utilize Task Administration
How to Setup Sales Pipeline Statuses
How to Setup Web Evaluations
Enterprise - Setting Up the Interview Questionnaire
Back Office Administration
Creating Multiplier Codes
How to Add Authorities
Enterprise - How to Add Worker Comp Codes
How to Setup Adjustments
How to Setup Electronic Authority Payments
How to Recalculate Worker Compensation
Jurisdiction Setup
GL Journal Entry
Enterprise - GL Journal Entry Export Manual
Adding GL Bank Accounts
GL Journal Entry Export Setup Guide
GL Journal Entry Export Report
Enterprise - GL Map Type List
Importing GL Journal Entry Into Quickbooks
User & System Management
Managing Your Service Reps
Managing Service Rep Web User Accounts
Security Roles
Security Group Administration
Enterprise - Address Standardization
Drop Downs
How to Create Branches
Enterprise - What Reports to Run and When to Run Them
Vendors
Vendors - Subcontractors in Enterprise
Vendors - Distributing Orders to Subcontractors
Vendors - Assigning Vendor Employees to an Order
Vendors - Paying Subcontractors in Enterprise
Vendors - 1099 Employees in Enterprise
Vendors - Paying 1099 Employees
Modules
Affordable Care Act Enhanced Module - Overview
Attendance Module - Overview
Commission Module
Commission Module - Overview
Commission Module - Setting up Burden Rates
Commission Module - Creating Commission Plans
Commission Module - Allocating Assignments for Commission
Commission Module - Calculating Commission and Pulling Reports
Dispatcher
Dispatcher - Overview
Dispatcher - Creating and Managing Tickets
Dispatcher - Checking-In Employees
Dispatcher - Assign & Dispatch Tickets
Dispatcher - Paying Tickets
Dispatcher - Close & Clear the Hall
Education Module
Education Module - School District Set Up in Enterprise
Education Module - Teacher/Admin and Substitute Record Setup in Enterprise
Education Module - WebCenter Setup Overview
Education Module - WebCenter Substitute Request Setup & Overview
Enterprise Troubleshooting
Enterprise - Apps.OnTempWorks.com Troubleshooting
Enterprise - Troubleshooting Microsoft .NET
Enterprise - Internet Speed/Quality Testing
Enterprise - “Not Responding” lockup when using TempWorks Enterprise RemoteApp
Enterprise - Poor Performance and Popup Windows Freeze or Do Not Appear in Enterprise Remote-App
United Kingdom
Enterprise - AWR- Agency Workers Regulations
Affordable Care Act
ACA Overview
ACA Admin: Setting Up ACA Monthly Measurement Method
ACA Admin: Setting Up ACA Look Back Method
ACA Admin: ACA Permissions & Security
Setting ACA Hire Dates for Employees
ACA Overrides for Super Users
ACA Admin: Setting Up ACA Adjustments in Administration
Managing ACA Adjustments for Employees
Auditing Employee Records with ACA Searches
ACA Admin: Setting Up ACA Surcharges for Customers
ACA Surcharge Overrides for Customers and Orders
ACA Enhanced Module
Affordable Care Manual
General
Status of Current TempWorks Software Products
Product and Technical Support Life Cycle Policy and Information
Supported Platforms & System Requirements
Daily Maintenance
Monthly Maintenance
New User Setup Guide
How to Utilize Zoom
Paying Your TempWorks Invoices Online
FTP
Subscribing to the Knowledge Base
Outlook Add-In
Setting Up the Microsoft Outlook Add-in
How to Use the Microsoft Outlook Add-in
Clearing the Microsoft Outlook Add-in Cache
Self-Hosted
Setup Checklists and Guides
TempWorks Database Server
Report Server
MICR Fonts
Enterprise Client Deployment Guide
Web Server
Miscellaneous Notes
Microsoft Remote Desktop Server or Citrix Recommendations
Self-Hosted Database Server Recommendations
Self-Hosted Enterprise Client Deployment Guide
Self-Hosted Environment Recommendations
Hardware Questionnaire
Self-Hosted API Server (v3) Deployment Guide
WebCenter 6.5 Upgrade Instructions
License Keys
Performance Regression
TempWorks Beyond Authentication Sequence
Self-Hosted - Beyond Licensing
HRCenter
System Starter Pack
HRCenter Overview
HRCenter Applicant Process
The Service Rep's Process
Processing an I-9 in HRCenter
Assigning HRCenter Workflows/pages from Enterprise
HRCenter Admin Options
HRCenter - How to Login to HRCenter Admin
Branding HRCenter
Registration Page Setup
How to Set up HRCenter Email Templates
HRCenter Data Log Report
Electronic Signatures
E-Sign Legality
Information Pages
How to Create Information Pages
HRCenter Information Page Options
How to Embed a Video in a HRCenter Application
How to add a URL Link in Your HRC Application
Surveys
How to Create Surveys
Uploading an Employee Handbook
Prefilling and Postfilling Survey Answers
Forms
When and When Not to Use the HRCenter Form Builder
How to Create Form Pages
HRCenter Form Builder
Dependencies in the HRCenter Form Builder
HRCenter Document Mapping
Mobile Forms
Utilizing the Dynamic State W4
How to Mark Up Forms
Default Federal I9 Optional Customizations
Organizing Workflows
How to Create & Edit Workflows
How to Deactivate Workflows
Recruiter First Workflows/Pages
HRCenter - Creating Service Rep Only Workflows
Tenants
HRCenter Tenant Configurations
Web User Tenants
Translations (Localizations)
Application Translations (for Spanish)
Adding Translated Surveys
Creating Translated Forms
Optimizing Your Application for Spanish Language Users
Integrations
Integration Overview
Automated Voice & Text Integrations
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Clarus Solutions WOTC
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Job Board
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Enterprise - Posting Jobs to Your TempWorks Job Board
Posting Jobs to Your TempWorks Job Board
Reports
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Commission Module Reports
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Marketing Calls Report
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Employee Address Labels 30up Report
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Employee Contact Info Report
Employee List Report
Employee Messages Report
HRCenter Data Log Report
Labor Hall Register Report
New Employee Report
Unemployment Claims Report
Tax Administration Reports Manual
Employee Reporting
New Hire Report
EEO-1 Report
CA Annual Pay Data
CA Pay Transparency
IL Equal Pay Reporting
Exports
IL 941 Export
Paid Family/Medical Leave Exports
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Indiana New Hire Export
WebCenter Email Notifications Report
Financial Reports
Expenses Report
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Management Report
Worker Comp Breakout Report
Worker Comp List Report
Worker Comp Summary Report
Forecast Reports
Hours Forecast Report
Log Information Reporting
Assignment Change Log Report
Current Timecard Change Log Report
Customer Change Log Report
Employee Adjustment Setup Change Log Report
Employee Change Log Report
Employee Electronic Pay Setup Change Log Report
Employee Tax Setup Change Log Report
Order Change Log Report
User Login History Report
Order & Assignment Reports
Assignment Register Report
Assignment Calendar Report
Filled Assignments Report
Order Register Report
Productivity Reports
Message Productivity Report
Messages Report
Metrics Back Office Report
Metrics Front Office Report
Order Fill Ratio Report
Order Interview Turnover Ratio Report
Order Time To Fill Ratio Report
Order Time To Hire Ratio Report
Order Type - Job Title Metrics Report
Rep Productivity Report
Scorecard Report
Turnover Detail Report
Sales & Invoicing Reports
AR Statement Summary Report
Commission by Rep Report
Commission By Sales Team Report
Direct Hire Billing Fees Report
Invoice Adjustment Register Report
Invoice Aging Report
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Invoice Delivery Report
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Invoice Email Log Report
Invoice Payments Report
Invoice Register Report
PO Number Summary Report
PO Number Transaction Detail Report
Quarterly Sales Report
Sales Analysis Four Week Report
Sales Analysis Four Week Comparison Report
Sales Analysis Yearly Report
Sales Summary Report
Short Pay Invoices Report
Top 25 Customers Report
Yearly Sales Report
Task Reports
Task Register Report
Tax Administration Reports
Quarterly Reporting
State - Local Tax Deposit
Unemployment Summary Report
Federal 941 Report
Federal Tax Deposit Report
Tax Deposit Report
Time & Pay Reports
ACH Verification Report
Adjustment Frequency Report
Arrears Register Report
Authority Check Detail Report
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Check Register Report
Check Sign Off Report
Current Timecards Report
Direct Deposit Register Report
Employee Accruals Report
Employee Adjustments Report
Employee Hours Report
Payroll Summary Report
User Security Setup
Sending and Receipt of Web Evaluations
General Ledger Report
New Jersey Temporary Worker Bill of Rights (S511)
TimeClocks
TimeClock Overview
TimeClock Setup Guide - Enterprise
TimeClock Authentication Options
Employee: Interacting with the Tempworks Time Clock
TimeClock Reports Manual
Cost Center Setup for TempWorks TimeClocks
Processing TimeClock Timecards
TimeClock Troubleshooting
WebCenter
Employee Portal
Employee: Welcome to WebCenter
Employee: The Home Tab
Employee: The Assignment and Calendar Tabs
Employee: The Timecards Tab
Employee: The Pay History Tab
Employee: The HRCenter Tab
Employee: WebCenter Notifications
Employee: How to Reset Your Password
Employee: WebCenter on Mobile Devices
WebCenter Admin: Employee Roles and Configs
Customer Portal
Customer Portal - Overview
Customer Portal - The Home Tab
Customer Portal - WebCenter Notifications
Customer Portal - Managing Employee Records
Customer Portal - How to Create and Submit Orders
Customer Portal - How to Enter Time
Customer Portal - Reviewing and Approving WebCenter Timecards
Customer Portal - Timeclock Punch Approval
Customer Portal - Documents
Customer Portal - Invoices
Customer Portal - Reports
Customer Portal - Navigating to Legacy & Feedback Survey
(Legacy) Customer Portal - Welcome to WebCenter
(Legacy) Customer Portal - The Home Tab
(Legacy) Customer Portal - WebCenter Notifications
(Legacy) Customer Portal - How to Create and Submit Orders
(Legacy) Customer Portal - Your Client's Web Timecard Preferences
(Legacy) Customer Portal - How to Enter Time
(Legacy) Customer Portal - Reviewing and Approving WebCenter Timecards
(Legacy) Customer Portal - Timeclock Punch Approval
Vendor Portal
Vendor: How to Add and Submit Employees
Vendor: How to Review Orders
Vendor: Management
WebCenter Admin - Giving Vendors Access to the Web Portal
WebCenter Admin - Additional Vendor Related Configurations
WebCenter Admin - Vendor Reports Manual
Administrator Portal
WebCenter - Intro to Administration
WebCenter Admin - Setting up WebCenter Roles
Administration: Intro to Configurations
WebCenter Admin - Configuring WebCenter Order Requests
WebCenter Admin - How to Add Documents to Portals
WebCenter Branding Options
WebCenter and Contact Roles
WebCenter Admin - Setting Up Notifications
WebCenter Admin - Web Evaluation Setup
WebCenter Timecard Setup
Setting up Timecards in WebCenter
Configuring Timecard Templates
2nd Lunch
ISO WebCenter Timecard Review
Administration: How to Process WebCenter and Electronic Timecards in Enterprise
Posting Messages to the WebCenter Home Page
WebCenter Reports Manual
Candidate Review Configurations in WebCenter
WebCenter Admin - Unlocking an Employee Account
Year End
Year End Checklist
Year End Process / Closing the Year
SUTA Setup
FFCRA W-2 Reporting
2020 W-4 Form
How to Run Data Integrity Checks and Resolve Errors
Adding Employer Benefits Not Tracked In TempWorks S125
Utilizing Electronic W-2s
W-2C Processing
Beyond - Reprinting or Viewing Tax Documents
Enterprise - Reprinting Tax Documents (Wage Summaries)
1094-1095
1094/1095 Process
Ben Admin File Import
1094 - Accepted with Errors
Troubleshooting Federal Tax Withholding
Release Notes
2025 Releases
January
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February
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March
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May
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2024 Releases
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February
Release Notes: 02/09/2024
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April
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May
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June
Release Notes: 06/14/2024
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July
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September
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October
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Release Notes: 10/18/2024
November
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Release Notes: 11/15/2024
Release Notes: 11/22/2024
December
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2023 Releases
January
Release Notes: 01/13/2023
Release Notes: 01/27/2023
February
Release Notes: 02/10/2023
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March
Release Notes: 03/10/2023
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April
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Release Notes: 04/21/2023
May
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Release Notes: 05/19/2023
June
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Release Notes: 06/16/2023
Release Notes: 06/30/2023
July
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August
Release Notes: 08/25/2023
September
Release Notes: 09/08/2023
Off-Cycle Release Notes: 09/12/2023
Release Notes: 09/22/2023
October
Release Notes: 10/06/2023
Release Notes: 10/20/2023
Off-Cycle Release Notes: 10/24/2023
Off-Cycle Release Notes: 10/25/2023
Off-Cycle Release Notes: 10/27/2023
November
Release Notes: 11/03/2023
Off-Cycle Release Notes: 11/7/2023
Off-Cycle Release Notes: 11/10/2023
Release Notes: 11/17/2023
December
Release Notes: 12/01/2023
Release Notes: 12/15/2023
Release Notes: 12/29/2023
2022 Releases
January
Off-Cycle Release Notes: 01/04/2022
Off-Cycle Release Notes: 01/05/2022
Off-Cycle Release Notes: 01/07/2022
Release Notes: 01/14/2022
Off-Cycle Release Notes: 01/18/2022
Off-Cycle Release Notes: 01/19/2022
Off-Cycle Release Notes: 01/20/2022
Release Notes: 01/28/2022
Off-Cycle Release Notes: 01/31/2022
February
Off-Cycle Release Notes: 02/03/2022
Off-Cycle Release Notes: 02/05/2022
Release Notes: 02/11/2022
Release Notes: 02/25/2022
March
Off-Cycle Release Notes: 03/03/2022
Release Notes: 03/11/2022
Release Notes: 03/25/2022
April
Release Notes: 04/08/2022
Off-Cycle Release Notes: 04/09/2022
Off-Cycle Release Notes: 04/14/2022
Release Notes: 04/22/2022
May
Release Notes: 05/06/2022
Release Notes: 05/20/2022
June
Release Notes: 06/03/2022
Off-Cycle Release Notes: 06/07/2022
Off-Cycle Release Notes: 06/08/2022
Release Notes: 06/17/2022
July
Release Notes: 07/01/2022
Release Notes: 07/15/2022
Off-Cycle Release Notes: 07/22/2022
Release Notes: 07/29/2022
August
Release Notes: 08/12/2022
Release Notes: 08/26/2022
September
Release Notes: 09/09/2022
Release Notes: 09/23/2022
October
Release Notes: 10/07/2022
Release Notes: 10/21/2022
November
Release Notes: 11/04/2022
Release Notes: 11/18/2022
December
Release Notes: 12/02/2022
Release Notes: 12/16/2022
Release Notes: 12/30/2022
2021 Releases
January
Release Notes: 01/01/2021
Off-Cycle Release Notes: 01/08/2021
Off-Cycle Release Notes: 01/11/2021
Release Notes: 01/15/2021
Release Notes: 01/29/2021
February
Release Notes: 02/05/2021
Release Notes: 02/12/2021
Release Notes: 02/26/2021
March
Release Notes: 03/12/2021
Release Notes: 03/23/2021
Release Notes: 03/26/2021
Release Notes: 03/29/2021
Release Notes: 03/29/2021
April
Release Notes: 04/09/2021
Release Notes: 04/23/2021
May
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Release Notes: 05/21/2021
June
Release Notes: 06/04/2021
Release Notes: 06/18/2021
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Release Notes: 06/29/2021
July
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Release Notes: 07/16/2021
Release Notes: 07/19/2021
Release Notes: 07/30/2021
August
Release Notes: 08/13/2021
Release Notes: 08/27/2021
Off-Cycle Release Notes: 08/27/2021
September
Release Notes: 09/10/2021
Release Notes: 09/24/2021
Off-Cycle Release Notes: 09/24/2021
October
Off-Cycle Release Notes: 10/01/2021
Release Notes: 10/08/2021
Release Notes: 10/22/2021
November
Release Notes: 11/05/2021
Release Notes: 11/19/2021
December
Release Notes: 12/03/2021
Release Notes: 12/17/2021
Release Notes: 12/31/2021
2020 Releases
December
Release Notes: 12/4/2020
Release Notes: 12/18/2020
November
Off-Cycle Release Notes: 11/09/2020
Release Notes: 11/20/2020
October
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Release Notes: 10/16/2020
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September
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August
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July
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May
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April
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March
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February
Release Notes: 02/07/2020
January
Release Notes: 01/24/2020
Release Notes: 01/10/2020
2019 Releases
December
Release Notes: 12/20/2019
November
Release Notes: 11/22/2019
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October
Release Notes: 10/11/2019
September
Release Notes: 09/20/19
August
Release Notes: 08/09/2019
Release Notes: 08/30/2019
July
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June
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May
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April
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March
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Release Notes: 03/15/2019
February
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January
Release Notes: 01/25/2019
Release Notes: 01/18/2019
2018 Releases
December
Release Notes: 12/28/2018
Release Notes: 12/21/2018
November
Release Notes: 11/30/2018
Release Notes: 11/09/2018
October
Release Notes: 10/26/2018
Release Notes: 10/05/2018
September
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August
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July
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June
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May
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April
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February
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January
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2017 Releases
December
Release Notes: 12/29/2017
Release Notes: 12/15/2017
Release Notes: 12/08/2017
Release Notes: 12/01/2017
November
Release Notes: 11/17/2017
Release Notes: 11/10/2017
Release Notes: 11/03/2017
October
Release Notes: 10/27/2017
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Release Notes: 10/13/2017
Release Notes: 10/06/2017
September
Release Notes: 09/29/2017
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Release Notes: 09/01/2017
August
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July
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June
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May
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April
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Release Notes: 04/07/2017
March
Release Notes: 03/31/2017
Release Notes: 03/24/2017
Release Notes: 03/17/2017
Release Notes: 03/10/2017
Release Notes: 03/03/2017
February
Release Notes: 02/24/2017
Release Notes: 02/17/2017
Release Notes: 02/10/2017
Release Notes: 02/03/2017
January
Release Notes: 01/27/2017
Release Notes: 01/20/2017
Release Notes: 01/13/2017
Release Notes: 01/06/2017
2016 Releases
December
Release Notes: 12/31/2016
Release Notes: 12/16/16
Release Notes: 12/09/2016
Release Notes: 12/2/2016
November
Release Notes: 11/18/2016
Release Notes: 11/11/2016
Release Notes: 11/4/2016
October
Release Notes: 10/21/2016
Release Notes: 10/14/2016
Release Notes: 10/07/2016
September
Release Notes: 09/30/2016
Release Notes: 09/23/2016
Release Notes: 09/16/2016
Release Notes: 09/09/2016
August
Release Notes: 08/26/2016
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July
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June
Release Notes: 06/24/2016
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May
Release Notes: 05/27/16
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April
Release Notes: 04/29/16
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March
Release Notes: 03/25/16
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February
Release Notes: 02/25/16
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Release Notes: 02/11/16
Release Notes: 02/04/16
January
Release Notes: 01/28/16
Release Notes: 01/21/16
Release Notes: 01/14/16
Release Notes: 01/07/16
2015 Releases
December
Release Notes: 12/31/15
Release Notes: 12/24/15
Release Notes: 12/10/15
Release Notes: 12/03/15
November
Release Notes: 11/19/15
Release Notes: 11/12/15
Release Notes: 11/05/15
October
Release Notes: 10/29/15
Release Notes: 10/22/15
Release Notes: 10/15/15
Release Notes: 10/08/15
Release Notes: 10/01/15
Payroll, Tax, and Funding Services
Lone Oak Payroll Help Center
LOP Help Center - Overview
LOP Help Center - Creating Requests
LOP Help Center - Request Types
LOP Help Center - Finding your Proofing Session ID
LOP Help Center - Check Correction Process
LOP Help Center - ACH Reversal Process
LOP Help Center - Late Payroll Process
LOP Help Center - Funding Invoice Correction Process
Payroll, Tax, and Funding Services
Tax Processing Services Overview
Garnishment Setup Services
Standard Processes
What to Expect for Your Payroll Week
Best Practices for a Successful Payroll Week
Standard Payroll Deadlines
ACH Returns
Year End Tips and Tricks
Publishing W2's to WebCenter
Reports
Reports for Filing Taxes Not Tracked in TempWorks
Tax Collection Detail Report
Wire Detail Reports
Funding and EOR Services
Funding Clients: How to Manage Processing Fees
TMS Worksite Evaluations for Customer Approval
Sales Tax: Monthly Filing and Setup
Paying Invoices Online
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About this Article
Created: 05/27/2025 7:36 pm CDT
Last updated: 05/27/2025 7:36 pm CDT
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