Collapse All
Getting started
Managing your account
Setting Preferences
Switching between Manager & Employee View
Logging in
Employee records
Editing Data Elements
Life Events
Beginning a Life Event
Deleting a Life Event
Notes
Adding a New Note
Employee File
Personalized Forms
Family Information
Impersonating Users
Benefit Coverages
Enroll & Expand Plan Selection
Beneficiaries
Pending Enrollments
View & Edit
Uploading New Documents to the Employee File
Special Enrollment
Library
Adding & Deleting Content
Assigning Permissions to Content
Creating Custom Categories
Viewing and Opening Library Documents
Report center
Customizing reports
Marking a report as a favorite
Report Categories
Report Introduction
Running your reports
Saving and running saved custom reports
Scheduling a saved report
Ticket tracker
About Ticket Tracker
Creating a new ticket
Ticket search
Updating an existing ticket
Appendix
Common Reports
Quick reference tips
New Hires
Employee SSN
Hours worked
Re-hires
Login information
Searching for Employees
Searching for Employees
Menu
Collapse All
Getting started
Managing your account
Setting Preferences
Switching between Manager & Employee View
Logging in
Employee records
Editing Data Elements
Life Events
Beginning a Life Event
Deleting a Life Event
Notes
Adding a New Note
Employee File
Personalized Forms
Family Information
Impersonating Users
Benefit Coverages
Enroll & Expand Plan Selection
Beneficiaries
Pending Enrollments
View & Edit
Uploading New Documents to the Employee File
Special Enrollment
Library
Adding & Deleting Content
Assigning Permissions to Content
Creating Custom Categories
Viewing and Opening Library Documents
Report center
Customizing reports
Marking a report as a favorite
Report Categories
Report Introduction
Running your reports
Saving and running saved custom reports
Scheduling a saved report
Ticket tracker
About Ticket Tracker
Creating a new ticket
Ticket search
Updating an existing ticket
Appendix
Common Reports
Quick reference tips
New Hires
Employee SSN
Hours worked
Re-hires
Login information
Searching for Employees
Searching for Employees
›
Quick reference tips
›
Employee SSN
Employee SSN
May 1, 2026
Ensure
Social Security
,
Import User ID
, and
Employee ID
fields contain the employee’s proper SSN.
The
Payroll ID
field is for the district’s payroll system ID — please do not enter this in the
Employee ID
field.