Employee Navigator

When your book of business doubles, chaos doesn’t have to. Employee Navigator gives agencies and HR teams a single workspace to set up clients fast and keep every workflow consistent. Spin up a new employer in minutes using plan libraries and reusable templates, import a census, and assign permissions by role. Connect major carriers and payroll providers, publish an enrollment timeline, and send branded communications in bulk. Track elections and waivers in real time, monitor incomplete tasks, and export clean, audit-ready files for partners without wrestling with spreadsheets.

New-hire setup is straightforward. Invite a candidate with one click and guide them through a self-service wizard that collects tax forms, I-9 details, direct deposit, and handbook acknowledgments with e-signatures. Benefits shopping is built in, with plan comparisons, decision support, and eligibility rules that adjust as the employee enters family data. Route approvals to managers, auto-create IT and facilities tasks from checklists, and kick off provisioning from the same dashboard. Once complete, the new employee’s profile, deductions, and benefit choices sync to payroll automatically.

Daily administration stays on track without manual rework. Map earning and deduction codes to your payroll system once and let deductions post on schedule. Configure PTO policies, accruals, holidays, and blackout dates; employees request time off in the portal, managers approve on web or mobile, and balances update immediately. Record hours with built-in timekeeping or import from your time system. Assign required training, capture completions, and collect policy acknowledgments with reminders. For Affordable Care Act filings, use the compliance tracker to validate coverage data, preview forms 1094/1095, and submit electronically with clear cost visibility and status updates.

Manage the entire people lifecycle in one place. Build a recruiting pipeline, publish jobs to boards, screen applicants, and move candidates with interview scorecards. Generate offers using templates tied to compensation ranges, then convert to employee records without rekeying. Run performance cycles with goals and 360 feedback, and keep compensation changes aligned with approvals. When someone leaves, trigger offboarding steps—asset returns, access removal, final pay updates, and continuation notices—while keeping an auditable trail. Employees use self-service to update profiles, dependents, and beneficiaries, view pay info, request PTO, enroll in benefits, and complete training. Granular permissions, SSO, and encryption safeguard data so agencies and employers can scale operations with confidence.