How to manage Employees from the HR Dashboard

As the HR Manager, you can manage your company in a number of ways in FormFire. You can:

• Provide Employees with their usernames
• Reset passwords for Employees
• Create placeholder accounts for your Employees
• Add salary information
• Even terminate Employees

Select any of the links above to view a specific section of this article. 

To mange your company in FormFire, start from your HR Dashboard and select Manage Employees.

Manage Employees

The first page you'll see is Manage Employees. All your Employees will be listed, including each Employee's username. This allows you to provide the Employees with their usernames if they ever forget them!

Also, as the HR Manager, you have the ability to not only edit specific Employees but to also reset their passwords.

Actions you can take:

• Edit Employee
• Login as Employee
• Reset Password
• Terminate
• Remove

Edit Employee details and Employment Status

When you choose to edit a specific Employee, you'll go to that Employee's Edit Employee page. This allows you to update that Employee's salary information and Employment Status.

There are 2 Employment Status options you can choose from:

• Active - Currently employed with your company
• Terminated - Recently separated from the company but within the eligibility period for electing COBRA or State Continuation benefits, whichever is applicable.

Once you have made the necessary updates or corrections, make sure to select Save Changes for those edits to take effect.

Reset Passwords

When you select the Reset Password button for a specific Employee, you'll be taken into the Employee's password reset page. Follow the checklist and create a temporary password for the Employee. The Employee will be required to create a new password when they log back in.

Create Employee(s)

On the Manage Employees page, select the Create Employee button.

Then, fill out the required fields.

This includes:

• Personal Information
  • First and Last Name
  • Last 4 of SSN
  • Date of Birth (formatted as mm/dd/yyyy)
  • Sex
  • Email Address
• Salary Information
  • Salary
  • Salary Type
  • Income Reported By
  • Employment Status

Note: This won't create an account for an Employee, rather it will create a placeholder account for you and your Insurance Broker to aid in tracking who hasn't created an account just yet.

Once you select Save, the Employees entered will now appear on your company's Manage Employees page with a status of No Account until the Employees begin creating their accounts in FormFire.

Employee Salary Information

If you'd prefer to enter all Employee's salary information at once rather than one at a time, select the Add Salaries button on the Manage Employees page.

On the Employee Salary Information page, You'll be required to enter in each Employee's salary, salary type, and the means that the income is reported by. Once that information is complete, select Save.