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WebFile
Guide for PEOs
Page 31
Last Revised 07/01/14
Registering and Managing Clients
This section covers the functio ality available for registering and managing PEO
clients in WebFile
Note: Pursuant to statute, a PEO must provide the Commission notice of all new clients
and notice of all client terminations within 30 days by completing client registration and
termination information in WebFile.
Failure to provide the Commission timely notice of a new Client or a Client
termination shall subject a PEO to a monetary penalty.
Applicable Roles:
PEO User
Prerequisite Actions:
PEO has one or more existing clients.
Business Scenario:
PEO user wishes to add a Client in WebFile
5.
Navigate to the appropriate PEO.
6.
Select the “Active Clients” tab.
7.
You have two options:
a.
Add
a client
b.
Edit
an existing client by clicking of the client FEIN and appropriate tab.
Navigating a long Client list can be made easier by using the Filter feature. This function is
enabled on each column; filtered results will return as soon as the first character is entered in the
search field.