PHCS

Annual Requirements Guide

Continuing Education and annual requirements for all team members

Part 1 of 3 - TEAM MEMBER - Annual Requirements

Personal Information and Document Review

Let's start by making sure we can reach one another! Please review and update the following:

  • Team Member Update Form: Mandatory
  • Tax and Payroll Forms: Optional, unless there are changes or renewal requirements are not met.

*Team Member Update form

Required for all Team Members.

Click the tile above or the icon to confirm or update your personal contact information:

  • Name
  • Address
  • Phone
  • Email
  • Upload new or soon to expire versions of your required documents: 
    •  ID, Auto Insurance, CPR, etc.
    • If you're up to date, skip this section!

Schedule Update

Optional

Click the title above or the icon to change or update your preferred schedule or working hours. Required for:

  • All team members wanting to update availability for additional clients

Done with your information update?

Keep going!! Next is Part 2 - Policies and Disclosures

Continue to Part 2

tax & payroll forms

If you need or want to make changes to your payroll or tax forms, this is now done inside your ADP app. 

  • If you don't have this access enabled in your app, please let PHCS know so we can help to troubleshoot the issue. 
  • For problems with your ADP account such as password reset, or locked out - please contact ADP directly. 

NOTE: PHCS does not own or assign your ADP account.  It is your personal account for managing any company that's ever paid you through ADP. This is why we're not able to assist your with personal account issues.