This video provides an overview of the home screen in Paycor and how to navigate from it to commonly used screens, including your profile summary, pay stubs, time off balance and personal information.

We encourage you to take a few minutes to watch the video, then log in to Paycor to look around from your home screen.

Log in to Paycor

Starting January 2025, all pay stubs are available in Paycor, while pay stubs from 2024 and earlier remain accessible in ADP.

How to View Pay Stubs in Paycor:

1. Look under the welcome message on the top left for the “View Pay Stubs” link.
2. A list of pay stubs will be displayed.
3. Click “View PDF” to access a specific pay stub.

Interactive pay stub overview

There are so many great things happening at TruEnergy FCU! Paycor provides a way for you to help us recognize your colleague’s achievements and thank them for their contributions in support of our members. We encourage all employees to take advantage of this feature of Paycor to say thank you to a colleague.

Recognizing Colleagues in Paycor:

• Log into Paycor and find the Engage menu at the top of your home screen.
• Click View Engage to see and post recognitions.
• On the left menu, select “Recognition“.
• Click the blue “Recognize Someone” button to start.
• Enter the employee’s name and select them from the dropdown.
• Add your recognition text and choose a recognition badge.
• Optionally, notify the recipient’s manager.
• Recognition posts publicly on Paycor unless you select Recognize quietly for private recognition.

Elect to receive your tax forms electronically through Paycor. You’ll get an email in January when they’re ready, allowing you to download and save them easily. Choosing paperless ensures faster access, no mailing delays, and convenient retrieval.

How to Go Paperless in Paycor:

1. Navigate to “Profile Summary” in Paycor.
2. Go to “Pay and Taxes” on the left side menu.
3. Select “Paperless Options“.
4. Turn on “Paperless Elections” for both W-2s and 1095s.

Paycor’s interactive org chart and directory lets employees view departmental, including titles, emails, and phone numbers. Users can expand or focus on specific teams and search by name or job title.

Using Paycor’s Interactive Org Chart & Directory:

1. Log into Paycor and click the three horizontal lines in the top left corner.
2. Select Company > Org Chart & Directory from the menu.
3. View your manager, direct reports, and other team structures in the org chart.
4. Each employee’s “profile card” displays their name and position title.
5. Click on an employee’s name to expand their profile for details like job title, work phone, and email.
6. Click their name again to hide the details.
7. Use the search feature to find employees by name or job title.

1. Log into Paycor and click Profile Summary under the Paycor logo in the upper left corner.
2. From the left-side vertical menu, select Personal > Personal Info.
3. Review and update information across the three tabs at the top:
   • Identity: Update demographic information.
   • Contact: Update personal and work contact details, including address, phone, and email.
   • Emergency Contact: Add or update emergency contact information. Ensure at least one emergency contact is designated.
4. Click “Edit” on the desired tab to make updates.
5. Save changes by clicking “Save” in the lower right corner.
6. Repeat the process for each tab as needed.

1. Log into Paycor and click “Profile Summary” near the upper left corner under the Paycor logo.
2. In your profile, click your current photo or the person icon in the upper left corner.
3. An Upload Photo pop-up window will appear.
4. Choose a photo by:
   • Clicking Choose File to browse for a file, or
   • Using the Drag & Drop feature to add your photo.
5. Ensure the photo meets requirements:
   • File types: PNG, GIF, or JPEG.
   • Size limit: 4MB (reduce size by cropping, lowering resolution, or changing file type if needed).
6. Click “Upload Photo” to complete and close the pop-up window.

As you complete your taxes, you may wish to update your tax withholding. You can now make those changes directly within Paycor at your convenience.

Consult our easy instructions to update your federal or state tax withholdings. You can also use Paycor to update your direct deposit information. Learn how to update tax and direct deposit information.

How to Update Tax Filing Status/Withholding Information in Paycor:

1. Log into Paycor and click “Profile Summary” under the Paycor logo in the upper left corner.
2. Go to Pay & Taxes > Taxes in the left menu.
3. To edit a withholding, click on any tax code (e.g., federal or state) listed.
4. Use one of the following options to update:
   • Step-by-Step Worksheet: Click “Update Taxes” at the top to complete both federal and state forms.
   • Direct Update: Click “Edit Withholding” to change federal or state settings individually and click “Save“.
5. Note on Federal Withholding:
   • The Federal Withholding Form (W-4) was updated in 2020 and may look different.
   • Use the provided worksheet or links for guidance on calculating withholdings.

How to Update Direct Deposit Information in Paycor:

• 1. Log into Paycor and click “Profile Summary” under the Paycor logo in the upper left corner.
  2. Go to Pay & Taxes > Direct Deposit Accounts in the left menu.
  3. View your current accounts and select “+ Add Account” to add a new account or “Edit” to update an existing account.
• Adding a New Account:

• • Enter required fields:
    • Name Your Account (optional).
    • Enter Routing Number and Account Number (confirm accuracy by entering the number twice).
    • Select “Account Type” (Checking or Savings).
    • Choose Allocation:
      • For a single account: Select “All of My Pay“.
      • For multiple accounts: Designate one as All of My Pay and others as Partial Amount.
    • Specify Set Dollar Amount or Percentage and Frequency (default is every pay period).
  • Click “Save“.

• Editing an Existing Account:

• • To update deposit amounts:
    • Select “Edit“.
    • Change Set Dollar Amount or Percentage and update Frequency.
    • Ensure “Partial Amount” is selected if not depositing all pay.
    • Click “Save“.
  • To stop deposits:
    • Select “Inactivate“. Avoid using Delete to preserve account history.

• Important Note for Multiple Accounts:

• • One account must be designated as Primary Net with All of My Pay.
  • Without a Primary Net account, a zero-dollar paper check will be generated, incurring delivery fees.

• Paycor Training Hub Introduction
• Paycor Knowledge Support Access help articles, job aids, and tutorials.
• Paycor Registration Article
• Paycor FAQs

Help Guides for Employees:

• Paycor Knowledge – Help Guides for Employees
• How to Set up Your Paycor Account Video Demonstration
• Interactive Employee Pay Stub
• Paycor Home Screen Employee View Video

Time and Attendance:

• Requesting Paid Time Off in Paycor [PDF]
• Paycor Knowledge – Time and Attendance Self-Service Video
• Punch Details [PDF]
• How to Request Time Off on the Portal [PDF]
• Punch Clock Paycor [PDF]

Paycor time dashboard:

• Paycor Knowledge – Paycor Time: How to Use the Time Dashboard

Manager training:

• Paycor Knowledge – Manager Training Videos

Time Insights:

• Paycor Knowledge – Paycor Homepage Time Insights
• Approve Time Off from an Employee’s Timesheet
• View My Employee’s Timesheet

Manager Support Center:

• Time Off Manager Supervisor Guide [PDF]
• Paycor Knowledge – Help for Managers
• Time Off Manager eLearning