WebFile Guide for PEOs

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.

PEO User

Applicable Roles:

PEO has one or more existing clients.

Prerequisite Actions:

PEO user wishes to add a Client in WebFile 5. Navigate to the appropriate PEO. 6. Select the “Active Clients” tab.

Business Scenario:

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.

WebFile Guide for PEOs

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Last Revised 07/01/14