How do I customize the Employee & HR Portal?

Using the new Customize Portal option the Broker and/or HR Administrator may now add custom messages to their employees as well as upload their company logo to appear at the top of the webpage. This will make the portal feel more familiar to clients and enhance the experience. Example of a Customized Employee Portal To customize the portal as a Broker1. Click Clients2. Select the and upload [...]

How do I change the company name?

To change the company name follow these steps:1.) Click on Client from the Main Menu 2.) Click the Expand button 3.) Select Edit Company Information 4.) Modify the Company Name [...]

Where do I reset the HR Contact's Security Question?

To Reset the Security Question for the HR Contact. 1.) Go to Client 2.) Choose an action 3.) Select "Reset Security Question" OR You may contact us at 1-888-563-4474 ext. 5 for further [...]

Review listing to determine with employee instructional sheet to provide to a client for its employees.

Please review the list below to determine which instructional sheet you will need to download and send to the client. Quick Start Sheet Census (Eng) - Use this for brand new clients that are completing the application in Prescreening Mode, and were uploaded using the EasyAppsOnline Employee Census Template Quick Start Sheet No census Upload (Eng) - Use this for brand new clients that are [...]

Choose an Action Menu Details

The Choose an Action menu is the element used to configure your client's settings within EasyAppsOnline. You will also find an Expand button which provides additional items not disclosed in the Choose an Action menu list. Maintain Employees Add/Delete/Edit Employees Reset Passwords, Security Questions, & Unlock Account Transfer Employees between companies in your system Edit Company [...]