Overview

This webinar introduces the Empeon Workforce Organization Master Portal (Org Portal) as a central hub for organization-wide settings and processes across all connected companies. This session explains how to navigate the portal and manage companies, including internal reference names, company groupings, and assigning points of contact. The session focuses on administering users and roles: adding internal or external users, assigning organization- or company-level access, configuring two-factor authentication options, managing user status (including deactivation), and adding email recipients for report delivery without site access. It also covers creating, editing, testing, and assigning custom roles and permissions, plus additional features such as IP whitelisting, HR Support Center subscriptions, year-end W-2/ACA processing, and SSA SSN verification, which can be run quarterly or anytime.

Video Details

Duration: 34 minutes
Prerequisite: None

Resources

What are Users, Roles, & Admins
Adding Roles
Adding Workforce Users
Empeon's Year End Center
SSNVS Utility