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Using PositivelyHR
PositivelyHR is the platform you will use to complete your employee profile, clock into work, and see your paychecks. Use the sections below to learn more about PositivelyHR!
Accessing Your Employee Profile
You will access your employee profile through the PositivelyHR Hub page. The Hub brings together all the HR systems/services that you need in one convenient place. You can see your employee profile, update your information, and review your important documents all in one place.
If you use a Google or Microsoft email account, you won’t need to enter a password to access your employee profile. Instead, you can choose “Sign In With Google” or “Sign In With Microsoft” and it will log you in using your Google or Microsoft account.
If you do not use a Google or Microsoft email address, you need to set up a password using the “Forgot your password?” link. You will receive an email with a link to reset your password, which will let you log in.
Once you have signed into the Hub, you are ready to review or update your information.
Using the Mobile App
You can access your employee profile through the Positively Partners mobile app. Since you will remain logged in, this can significantly improve the experience of completing your timesheet (i.e. clocking in/out).
To install the mobile app:
Updating Your Personal or Contact Information
If your personal details or contact information change, it’s important to let us know as soon as possible.
To update your personal or contact information:
Updating Your Tax Withholdings
Because you will receive a paycheck, you must pay income tax. Your Tax Withholding form (W-4) tells us how much money to withhold from your paycheck to pay your income tax.
Please read these instructions carefully. You must complete several steps to update your tax information. We recommend that you use a laptop or a home computer to update your taxes instead of a phone or tablet.
To update your tax withholding:
Updating Your Banking Information
Use the Direct Deposit Authorization workflow to add, remove, or change the bank account for the direct deposit of your earnings. You will always need at least one bank account to receive your earnings.
To get started, choose "Update My Banking Information" from your PositivelyHR Hub.
After you click on "Update My Banking Information," you will need to verify your identity through your email. Once you verify your identity, you can fill out the form to make your changes.
With this form you can:
Adding a bank account:
Adding a bank account is simple but requires an additional form.
First, choose "add a new bank account" from the "Banking Details" section of the workflow form.
Then a green banner will appear on the bottom of your screen. Click “Next document.”
The next document will be an Authorization for Debit and Credit Electronic Funds Transfers form. You will need to fill out this form to add an account.
Review the form carefully and fill out the fields. Double-check your routing and account numbers.
When you fill out this form, you can add more than one bank account. Adding another bank account lets you split your earnings between multiple accounts. For instance, you may want to put 75% of your earnings into your checking account and the remaining 25% into a savings account. If you add more than one bank account, indicate the amount you want to deposit to each account.
If you have one bank account listed, 100% of your earnings will go into that account.
If you have questions about setting up multiple bank accounts, please contact Positively Partners.
Once you have completed the form, a green banner will appear at the bottom of your screen. Click "Next document" to submit the form and start the workflow.
Changing the amount of your deposit to an existing account:
IIf you previously added more than one bank account, this form lets you update the amount of your deposit that goes into an account.
You will need the last four digits of the account number of the account that you want to adjust.
First, select "edit the amount/percentage going to an existing account."
Then enter the last four digits of the account number of the account you want to change. If you don’t know which bank account is on file, you can find this information in PositivelyHR. First, log into the PositivelyHR Hub. Go to the Employee Portal. Once in Worklio, select “Personal”, then “Personal Information.” This will bring up your personal information, including your Net Pay Allocation, which is found at the bottom right of the screen.
Next, choose the amount of your earnings that you want to send to that account, and whether you want to deposit either a Percentage of your earnings or a Flat dollar amount.
For instance, if you choose an amount of "75" and the "Percent" option, 75% of your earnings will go into the account you are adjusting. The remaining 25% will go to your second account.
Once you have completed the form, a green banner will appear on the bottom of your screen. Click “Next document.” to submit the form and initiate the workflow.
Removing a bank account:
To remove a bank account, choose "remove a bank account" from the "Banking Details," and enter the last four digits of the account you want to remove.
If you have two accounts on file and remove an account that is receiving a portion of your earnings, we will redistribute that portion to your remaining bank account. If you have more than two accounts on file and remove one that is receiving a portion of your earnings, a member of the Positively Partners team will reach out to make sure your funds are distributed correctly.
Replacing one bank account with another
Replacing a bank account on file requires two steps. First, remove the old bank account, then add the new bank account. This means you will fill out the form twice.
Before you begin, you will need to know the last four digits of the bank account currently on file, as well as the routing and account numbers for the new bank account.
Then, to replace your bank account, you must submit two requests:
Your account information cannot be updated until both requests are made.
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