SOFTWARE SET UP INSTRUCTIONS

Client Software Support

REMOTE ASSISTANCE

Access this when prompted. You may have to download software to install.

Pay as You Go Workers Compensation Insurance

Each week, we will calculate and pay your workers compensation insurance. Please complete this pdf and email it to [email protected].

Employer Payroll Login (EVO)

Employer Online Payroll Processing Instructions – Download and review this procedure the first time you are entering payroll for your employees. Once you have the basics down, a more full manual is also available.

Employee Payroll Portal Self-Service Instructions

Access our Employee Self-Service portal – To initially set yourself up, you will need your last payroll stub. Please note that if you are registering for the first time, you will need to go to the ‘New User Registration’ tab, which is only available on the ‘full site’. When using your mobile device, you may need to select ‘full site’ if you don’t see this. Go here for more full instructions.

HOW TO SET UP A 2ND COMPUTER TO USE OUR HOSTED SYSTEM

Appletree Hosted Desktop

 

If you are having your financial data stored on our servers, then you will need a username and password to access your data. Generally, we have already installed the software on your computer. This procedure will explain some of the most common issues our clients have and procedures for dealing with new computers or changes to existing computers.

In order for Appletree Hosted Desktop to work, you must have an internet connection. Please verify that your internet connection is valid by opening up a browser and going to any page on the internet before contacting us for support.

 

Please do not forget your username and password.

If you KNOW your username and wish to change it, you may do so, by Pressing Control-Alt-End on your keyboard when logged into the hosted desktop.

In the event you forget your password, please contact Nancy in our office, and she can reset your password for you. Please provide Nancy with your client name, user name, and what software you are using when you call. In the event we are unavailable, our system will automatically lock you out if you are unable to come up with the correct password after 3 tries, but will allow you to try again after about 1 hour.

STEP 1

Download and install TSPrint printer drivers for Windows or Mac. If you are using a MAC, after installing the program, click on TSPrint to start the program for the first time.

STEP 2

Download the Appletree Hosted Desktop. To save the shortcut to Appletree Hosted Desktop, you must click below, then “Save”. You can then connect to Appletree Hosted Desktop by opening the shortcut that you have saved. If you are a MAC user, you’ll need to edit the name of the link to remove ‘.txt’ from the end of it, so it’s extension is ‘rdp’.

STEP 3

Download and install TSScan scanner drivers for Windows and/or for Mac.