User guides
AllianceHCM is dedicated to offering the best customer service in the industry, and we're eager to help you maximize your AllPay environment.
We're working to create and update our user guides, and our Customer Service Representatives are always available to help. If you're looking for a quick reference guide or how-to article, you can browse our latest ones here.
The common practice guide and other general notices
Common Practice Guide | Table of Contents
payroll processing
Overview: Payroll Processing and Manual Entry, including:
Step 1: Starting payroll and adding batches
Step 2: Manually keying in payroll information
Step 3: Using batch totals to check payroll information
Step 4: Running a pre-process register
Step 5: Closing a payroll batch and submitting payroll
Payroll Processing: Importing from SwipeClock
Payroll Processing: Importing from a spreadsheet
Payroll Processing: Importing from QSRSoft
How to use payroll rules to validate direct deposit changes
Payroll Reporting: Building reports
Payroll Reporting: Sharing and protecting reports
Payroll Reporting: Report groups
Payroll Reporting: Scheduled reports
Options when overpaying employees
Payroll delivery options overview
Print back client requirements and responsibilities
taxes and banking
Welcome to the AllianceHCM WOTC service
New AllianceHCM client banking checklist
New AllianceHCM client tax checklist
State Information to Help Apply for Account Numbers
Using AllianceHCM to protect against direct deposit fraud
employee data
Employee Data: Overview, including:
Auto Pays
Deductions
Dir Dep (Direct Deposit)
Employee documents storage in AllPay
Employment
Fringe
Information
Labor Allocation
Memos
Pay History
Pay Settings
Personal
Rates
Taxes
Time Off
User Defined
hiring and onboarding a new employee
Hiring and onboarding a new employee, including:
How to create an applicant position in the ATS
Video interviews in the Applicant Tracking System (ATS)
How to create and send offer letters in the Applicant Tracking System
Create a new onboarding portal
Giving a new employee access to an onboarding portal
Tracking a new employee's onboarding progress
Resetting a new employee's password for an onboarding portal
Certifying a new employee's I9
Converting and creating an employee record
allpay
How to change an employee status
How to transfer/copy an employee
Creating user groups in AllPay
Common workflows that do not include employee participation
Creating employee needs to appear in MyPay
Integrating AllianceHCM's ATS with job sites, including:
Integrating the AllianceHCM ATS with ZipRecruiter
Integrating the AllianceHCM ATS with Snagajob
Integrating the AllianceHCM ATS with Indeed
How to use the Checkr and AllianceHCM integration
Creating a performance review form
How to assign a review form to an employee
How to require employee signoff on reviews
How a supervisor completes a review form
Creating and tracking goals for employees
Creating and editing email templates in AllPay
Sending email to an employee through AllPay
Sending a mass email to employees through AllPay
Sending text message communications to employees
Enabling two-factor authentication (TFA)
Uploading LMS courses and creating need/to-do items
Setting up and assigning LMS tracks
Overview of rate comparison page
How to use Report Writer templates
Benefits
Update benefit rates and creating a new open enrollment
Benefits troubleshooting guide
How to use benefit plan labels for plan combinations
mypay sign up/communication tools for employees
MyPay is available for your HR and paycheck needs
Letter explaining transition to AllianceHCM
MyPay poster for employee sign-ups
MyPay poster for employee how-to guides
mypay (app) guides for employees
📱MyPay app: ✉️ My Notifications
📱MyPay app: 🧾Pay Check History
Enabling two-factor authentication (TFA)
TimeWorksPlus Employee app from SwipeClock
SwipeClock for managers in MyPay
MyPay (web version) guides for employees
MyPay (web version) for employees, including:
MyPay for web: My Account
MyPay for web: Information
MyPay for web: Requests
MyPay for web: Expense Reimbursement
MyPay for web: Pay Advance
MyPay for web: Directory
MyPay for web: To Do
MyPay for web: Benefits
MyPay for web: Web Clock
Webclock and Swipeclock for employees in MyPay
employee self-service guides for administrators
Setting up basic employee self-service (MyPay)
Resetting an employee's MyPay password
Enabling two-factor authentication (TFA)
Creating employee needs to appear in MyPay
How to require MyPay direct deposit changes are reviewed and approved in AllPay