When to Use This
You want to see what issues need your attention
You need to identify reps with missing information
You want to review items that require approval
You need to address system alerts or compliance issues
You want to maintain the overall health of your Sequifi data
Who Can Access the Alert Center
The Alert Center requires admin-level access. It's designed to help admins stay on top of data quality and compliance issues across the organization.
Step-by-Step Walkthrough
Accessing the Alert Center
Make sure you're in admin view. Click "Switch to Admin" in the upper right corner if needed.
Look for "Alert Center" in the left-hand menu. This is typically the second icon up from the bottom.
Notice the notification badge. A red number next to the Alert Center icon shows how many unaddressed alerts exist. This number updates as alerts are created and resolved.
Click on "Alert Center." This opens the full alert dashboard.
Understanding the Alert Center Layout
When you open the Alert Center, you'll see alerts organized by category on the left side:
Alert Categories Each category shows a count of how many alerts exist in that area:
Missing Rep Information
Location Red Lines
Rep Red Lines
System Alerts
Other categories specific to your setup
Alert Details When you select a category, the main area shows the specific alerts within that category.
Viewing Missing Rep Information Alerts
Missing rep information alerts identify users who have incomplete profiles.
Click on "Missing Rep Information" in the category list.
Review the list of alerts. Each alert shows:
PID or user identifier
Rep name
What information is missing
Common missing information includes:
Tax information (SSN or EIN)
Banking details
Address
Required documents
Other profile fields
Take action on each alert. Contact the rep to complete their missing information, or update it yourself if you have access.
Viewing Location Red Line Alerts
Location red line alerts relate to issues with location-specific commission rates or configurations.
Click on "Location Red Lines" in the category list.
Review the alerts. Each alert shows:
PID number
Customer name
Address
Location code
What approval or action is needed
Take action as needed. Review and approve location-specific settings or resolve configuration issues.
Viewing Rep Red Line Alerts
Rep red line alerts relate to special commission rates or exceptions for specific reps.
Click on "Rep Red Lines" in the category list.
Review the alerts. Each alert identifies accounts or reps that need attention regarding their commission structure.
Take action as needed. Review and approve red line requests or resolve discrepancies.
Viewing System Alerts
System alerts are general notifications about the platform or data issues.
Click on "System Alerts" in the category list.
Review the alerts. These may include:
Data synchronization issues
Integration errors
Configuration problems
Other system-level notifications
Address each alert. Some may require technical action, while others may just be informational.
Working Through Alerts
To effectively manage your alerts:
Start with the category that has the most alerts. This helps you make the biggest impact quickly.
Click into each alert to see details. Understand what the issue is before taking action.
Take the appropriate action:
Contact reps who need to complete information
Approve items that are waiting for approval
Resolve configuration issues
Escalate technical problems if needed
Verify the alert is resolved. After taking action, the alert should disappear from the list.
Check the Alert Center regularly. New alerts can appear as new issues arise.
Understanding Alert Counts
The red number badge on the Alert Center icon tells you how many total alerts need attention.
High numbers indicate many outstanding issues that need resolution
Low numbers or no badge means your data is in good shape
Numbers that keep growing may indicate a systemic issue that needs addressing
Keeping your alert count low ensures smooth payroll processing and accurate reporting.
Common Alert Types and How to Resolve Them
Missing Tax Information
The rep needs to complete their tax setup in their profile
Contact the rep and ask them to log in and fill in their SSN or EIN
Without this, 1099 reporting will be incomplete
Missing Banking Information
The rep hasn't set up direct deposit
They won't receive pay until banking is configured
Contact them to complete their banking setup
Missing Required Documents
The rep hasn't signed required paperwork
They need to log in and complete their document signatures
Onboarding may be incomplete until resolved
Location Code Issues
An account has a location code that doesn't match existing configurations
Review the account and either fix the location code or add the location to your setup
Red Line Approval Needed
A special commission rate or exception needs approval
Review the request and approve or deny it
System Integration Errors
Data isn't syncing properly from an external source
May require technical investigation or contacting support
Tips and Common Mistakes
Check the Alert Center regularly. Make it part of your routine to review alerts at least weekly, or more often during busy periods.
Address alerts before payroll. Resolve missing information alerts before running payroll to avoid payment issues.
Prioritize by impact. Missing banking information means someone won't get paid. Address high-impact alerts first.
Don't let alerts pile up. A large backlog of alerts makes it harder to identify new, important issues.
Communicate with your team. If reps have missing information, reach out to them promptly. They may not realize something is incomplete.
Investigate patterns. If you see the same type of alert repeatedly, there may be a process issue to fix at the source.
Use alerts for compliance. The Alert Center helps ensure everyone has proper documentation and information on file.
Common Questions
Why do I have so many alerts? Alerts accumulate when issues aren't addressed. If you have a large backlog, work through them systematically. Consider whether there's a process improvement that could prevent future alerts.
What happens if I ignore alerts? Depending on the alert type, ignoring them can cause payment delays, incomplete records, compliance issues, or inaccurate reporting.
Can reps see the Alert Center? No, the Alert Center is only visible to admins. Reps can only see their own profile and any notifications about completing their own information.
Do alerts resolve automatically? Some do. For example, if a rep completes their missing tax information, that alert will automatically clear. Others may require admin action to resolve.
How often should I check the Alert Center? At minimum, check before each payroll run. For best results, check daily or several times per week.
What if I don't know how to resolve an alert? Contact Sequifi support for help with alerts you don't understand or can't resolve on your own.
What to Do Next
Now that you understand the Alert Center, explore these related topics:
Common Alerts & How to Fix Them – Detailed solutions for specific alert types
Staying on Top of Compliance – Best practices for maintaining data quality
Managing Your Team – Tools for overseeing your reps
Payroll Reports – Review payroll before and after processing
If you have questions about specific alerts or need help resolving issues in the Alert Center, reach out to our support team and we'll be happy to assist!