JanusCRM Glossary & Acronym Index

this comprehensive glossary contains all key terms, acronyms, and definitions used throughout januscrm terms are organized alphabetically for easy reference quick jump links a /#a | b /#b | c /#c | d /#d | e /#e | f /#f | g /#g | h /#h | i /#i | j /#j | k /#k | l /#l | m /#m | n /#n | o /#o | p /#p | q /#q | r /#r | s /#s | t /#t | u /#u | v /#v | w /#w how to use this glossary quick search use ctrl+f (windows) or cmd+f (mac) to search for specific terms alphabetical navigation use the quick jump links at the top to navigate to specific letter sections related terms look for cross references to related concepts a access denied an error message indicating insufficient permissions to view or modify content contact your manager for access access level the permissions assigned to each user role determining what modules and features they can view or edit account dropdown a feature in the payroll dashboard allowing users to switch between multiple payroll histories for customers with reinstated accounts ach (automated clearing house) electronic bank to bank payment method used for payroll invoice payments requires plaid verification and approval process ach approved flag 🔄 automated flag indicating a customer's ach payment method is pending setup in the data dashboard ach request notification flag that appears when a customer is approved for ach payment processing action buttons interactive buttons throughout januscrm that perform specific functions like process payment, mark as cancelled, or submit actions menu dropdown menu providing quick access to common tasks for a specific record or item activity logs chronological record of all system and user actions for audit trails and tracking purposes activity tracking system feature that automatically logs all user actions with timestamps add card payment function allowing users to manually add customer credit card information for payment processing admin module 🔒 manager only system area for user management, permissions, and configuration settings admin tab tab in the payroll card for managing account status, flags, and administrative functions advanced filters enhanced search options allowing multiple criteria to narrow down results in dashboards ai agent automated assistant that can answer questions in the knowledge base ai search knowledge base feature using artificial intelligence to quickly find answers to user questions anet account authorize net account identifier for payment processing api (application programming interface) technology allowing different software systems to communicate and share data apply changes to future payrolls toggle option ensuring modifications to current payroll settings carry forward to subsequent pay periods apply open balance option to allocate the full outstanding invoice amount for payment processing approved payments successfully processed payment transactions shown in green panel in billing tab archive function to remove items from active view while preserving them for historical reference archived notes hidden notes that remain searchable but don't appear in the active notes panel aso (administrative services organization) service model where companies outsource hr tasks but retain employer responsibilities assess flags administrative function to add or remove visual indicators on payroll records audit trail complete record of all actions taken on a record, including user, timestamp, and changes made auto batched failed 🔄 automated flag when the system fails to automatically batch a payroll record auto clients customers whose timesheets are automatically reported through integrated systems automated processes handled automatically by the system without manual intervention, marked with 🔄 icon automated billing system process that automatically charges credit card customers on scheduled days automated clearing house see ach automations system features that perform tasks automatically based on triggers or schedules b bank accounts tab section in billing tab showing ach customer bank information bank authorization form electronic form customers complete to set up ach payment processing banner visual notification area at top of screens showing important information or warnings base react javascript library available for creating interactive components in artifacts basic information core customer data including business name, contact details, and identification numbers batch group of payroll records processed together for efficiency batched flag 🔄 automated indicator that payroll is ready for final processing billing specialist user role with full access to payment processing and accounting functions billing tab central workspace in payroll card for managing all payment related activities bind date official start date when a customer's insurance coverage becomes active binding status indicating customer has been approved and insurance coverage is being activated bizex agency business partner that can receive lead referrals through the hot buttons feature bnk bank details document abbreviation in enrollment process bold text formatting used for januscrm features, modules, and buttons in documentation bounce confirmation email notification sent to customers when a bounced payment has been resolved bounced flag indicator applied when an ach payment fails due to insufficient funds or other issues bounced payroll payroll record where payment was attempted but failed, requiring manual resolution bounced payroll collected email template notifying customers that a previously failed payment has been resolved broker sales representative or agency partner who refers customers to the peo browser cache temporary storage that may need clearing to resolve display issues browser compatibility system works best with chrome, also supports safari and firefox bulk actions ability to perform the same action on multiple selected records simultaneously business day monday through friday, excluding holidays, used for processing timelines business intelligence data analysis tools and reporting features for decision making business name official company name used for customer identification and searching c calendar view date picker interface for selecting date ranges in filters and forms cancelled status 🔄 automated flag indicating customer account has been terminated cancellation reason required selection when marking a customer as cancelled (non payment, non reporting, etc ) card deletion administrative action to remove a payment method, now with activity logging card logs detailed history of all actions taken on a payment card card number credit card digits entered for payment processing (stored securely) carrier insurance company providing workers' compensation coverage (cornerstone, compeo, peopaygo) carrier information insurance provider details displayed in enrollment questionnaire cc amex american express credit card payment type cc declined flag 🔄 automated indicator when credit card payment fails certificate holder entity requiring proof of insurance documentation certificate of insurance (coi) document proving insurance coverage details certificate request customer submission for coi or wos through portal or mobile app certificate specialist user role responsible for processing insurance certificate requests certificates tab 1) section in data dashboard for processing certificate requests 2) subtab in lead card enrollment for certificate management certified payroll compliance reporting feature for government contract requirements character limit maximum number of characters allowed in a field (e g , 500 for notes) charge history complete record of all payment transactions for a customer check date the date when payroll checks are issued to employees check delivery physical payroll check distribution method via fedex check notes flag 🔄 automated indicator when a note is pinned to the payroll record check registry report document listing all checks issued for a payroll period chrome recommended web browser for optimal januscrm performance cid (client id) unique identifier assigned to each customer in the system claim fee flag manually applied indicator for claim related charges to customers client communication plan strategy for maintaining regular contact with customers client id mismatch 🔄 automated flag when lead card id doesn't match payroll record client payment approval feature requiring customers to review and approve invoices before processing client portal web interface where customers can manage payroll and access documents client satisfaction survey feedback collection tool for measuring service quality client service agreement (csa) contract outlining services and terms between peo and customer client view how information appears to customers in their portal or mobile app clone function to duplicate an existing record or configuration closed status indicates a task or record has been completed cobra consolidated omnibus budget reconciliation act for continued health coverage code addition requests underwriting section for adding new worker classification codes coi see certificate of insurance collapsed view condensed display option for viewing more records on screen color coded visual system using colors to indicate status (red=missing, orange=pending, green=complete) column headers clickable titles in tables allowing sorting of data commission report export showing sales commission calculations compeo one of the three insurance carriers that januscrm works with complete button action to finalize and close a task or process completed status task has been finished and removed from active queue compliance adherence to legal and regulatory requirements configuration tab settings area in data dashboard for customizing options confirmation email automated message sent when actions are successfully completed consecutive inactivities three payroll periods in a row without reporting, triggering pending cancellation contact details phone numbers, emails, and addresses for customer representatives contact information section managing multiple contacts for each customer record contact lead quick action button opening dialpad for direct customer contact continue button navigation control to proceed to next step in multi step processes convenience fee additional charge for credit card payment processing core modules primary functional areas of januscrm (payroll, leads, data, enrollment) cornerstone one of the three insurance carriers that januscrm works with credit card customers clients who pay invoices via stored credit card information credit hold 🔄 automated flag preventing normal processing when payment issues exist crm customer relationship management system for managing all customer interactions csa see client service agreement csv comma separated values file format for data import/export currency field input accepting dollar amounts with automatic formatting current payroll status real time status of active payroll processing current status present state of a customer, task, or record in the system currently enrolling status for customers actively completing onboarding requirements custom reports user defined reports with specific criteria and fields customer preferred term for clients in januscrm documentation customer communication all interactions and messages between peo and clients customer experience how clients interact with and perceive the system and services customer id see cid customer inactivity count of times a customer has not reported payroll customer logs activity history specific to customer level actions customer onboarding process of integrating new clients into peo services customer profile complete set of information and settings for a client customer request tasks submitted by clients needing internal processing customer status current state of client account (active, pending cancellation, cancelled) customer subtab section in details tab showing comprehensive customer settings d dashboard main interface showing key metrics and quick access to features data dashboard primary interface for managing customer information and data tasks data discrepancy mismatch between expected and actual information requiring resolution data encryption security measure converting data into code to prevent unauthorized access data entry manual input of information into system fields data flow how information moves between different parts of the system data integrity accuracy and consistency of information throughout the system data processor user role focused on task based processing and data management data synchronization process of keeping information consistent between systems data validation automatic checking to ensure entered information meets requirements database structured storage system for all januscrm information date picker calendar interface for selecting dates in forms and filters date range span of time selected for filtering or reporting purposes dead status lead that is no longer being pursued for business deductions amounts withheld from employee paychecks for various purposes default value pre filled information that can be modified if needed delete permanently remove (use with caution as this cannot be undone) delivery tab final stage in payroll processing where documents are sent to customers department organizational unit within the company (sales, payroll, etc ) desc of ops description of operations for certificate or underwriting purposes desktop view how the system appears on computer screens versus mobile devices details tab section in payroll card for viewing and modifying customer settings development environment testing area for new features before production release dialpad phone system integration for making calls directly from januscrm direct deposit electronic payment of wages directly to employee bank accounts direct deposit summary report showing electronic payment details for a payroll disabled button grayed out control indicating function not available dispatch send action, typically for emails or notifications dispatch notification function to send email templates to customers display name how a user or customer name appears in the system document abbreviations short codes for required paperwork (csa, ee, lha, etc ) document collection process of gathering required paperwork during enrollment document management system for uploading, storing, and retrieving files document status color coded indicators for document workflow stage documents tab area for viewing and managing uploaded files download save a file from the system to local computer drag and drop method for uploading files by dragging from computer to browser dropdown menu selectable list of predefined options in a field due date deadline for task completion or payment duplicate create a copy of existing information or detect repeated entries e edit permission authority to modify but not delete information ee employee applications document abbreviation effective date when a change or status update takes effect electronic signature digital authorization on forms and documents email fail flag 🔄 automated indicator when email delivery fails email logging system tracking of all email communications sent email notification automated messages sent based on system events email templates pre written messages for common communication needs employee actions menu of tasks available for individual employees employee application form completed for new employee onboarding employee count number of workers covered under the peo agreement employee creation form document sent to customers for adding new employees employee history complete record of an employee's information and changes employee onboarding process of adding new workers to payroll system employee portal see mobile app employee status active or archived/terminated classification employees tab section for managing worker information and applications emr letter experience modification rate documentation enable turn on a feature or setting end date last day of a pay period or coverage period engineering team technical staff responsible for system development and maintenance enrollment advisor see enrollment specialist enrollment dashboard workspace for tracking customers through onboarding enrollment phase period when new customers complete setup requirements enrollment questionnaire multi page form gathering payroll setup information enrollment specialist user role managing customer onboarding process enrollment status current stage in the onboarding process enterprise highest service tier with all available features error log record of system issues for troubleshooting error message system notification explaining why an action failed escalate move issue to higher authority or specialized team for resolution escalate to advisor button moving payroll to specialized team queue escalation process defined steps for handling issues requiring management attention escalations queue special processing area for complex payroll issues exception handling process for managing cases outside normal workflow exh exhibit a document abbreviation in enrollment expand show more details or full view of condensed information expedited flag 🔄 automated indicator for rush processing of new clients expedited payroll fast track processing when first check date is within 5 days of binding expiration date when a payment card or document becomes invalid export download data from system in spreadsheet or other format express service basic service tier with essential features external payment transaction processed outside januscrm requiring manual recording f failed payment transaction that was attempted but not completed successfully faq frequently asked questions section in knowledge base federal tax national government withholdings from paychecks fedex delivery service used for physical check distribution feedback controls interface elements for users to provide system improvement suggestions field single piece of information in a form or database field name label identifying what information belongs in an input area field type classification of input (text, number, date, dropdown, etc ) field validation automatic checking that entered data meets requirements file management system for organizing and accessing uploaded documents file size amount of storage space a document uses, may have limits file type format of uploaded document (pdf, xlsx, etc ) filter search criteria to narrow down displayed results finalized payroll processing is complete and locked financial block restriction preventing processing due to payment issues financial transaction any payment, refund, or monetary adjustment firefox supported web browser for januscrm access first check date initial payroll date for new customers flag visual indicator providing quick status information about a record flag and finalized manual flag triggering special notification to customer flag assessment process of adding or removing flags with documentation flag filter search option to show only records with specific flags flagged record has one or more status indicators attached follow up scheduled future contact or action item form electronic document for data collection form validation automatic checking of required fields and data formats format structure or appearance of data or documents friday reset weekly system process updating payroll records from prosoftware full access complete permissions to view, edit, delete, and configure full name complete legal name as it appears in official records future date date selection that must be after current date future payroll scheduled payroll not yet in current processing cycle g garnishment court ordered deduction from employee wages general tab main information section in lead card with basic business details generate exports create downloadable reports from system data generate report process to create specific data output google drive cloud storage integration for document management government contract work requiring certified payroll reporting grace period time allowed before late penalties apply green badge visual indicator showing completed or successful status green flag positive status indicator in various contexts green panel display showing approved payment amounts green status document or task successfully completed gross pay total earnings before any deductions group by organize data by common categories global search system wide search functionality in the navigation bar that allows users to find any customer with an active payroll customer profile the search works across all modules finds customers regardless of current payroll activity ignores special characters and symbols supports partial name matching returns results even without payroll records for the current week ✅ success the global search now reliably finds all customers with active payroll customer profiles, resolving previous filtering issues across different users h handoff transfer of responsibility between teams or users header top section of page or document with key information help desk it support system for technical issues hidden field data element not visible but used by system hierarchy organizational structure of permissions and reporting high priority task requiring immediate attention highest affidavit document form available in documents tab highlight visual emphasis on important information historical data past records preserved for reference history panel section showing chronological record of activities history tab area displaying past actions and changes hold status temporary pause in processing holiday non working days affecting processing schedules home page main dashboard view after login hot buttons quick action shortcuts in upper right of lead card hourly rate pay calculation based on hours worked hr risk management human resources compliance and safety features hr support human resources assistance features in system html hypertext markup language for web display hyperlink clickable text leading to other pages or documents i id number unique identifier for records or users idle timeout automatic logout after period of inactivity import bring external data into the system in progress task has been started but not completed inactivate disable without deleting, can be reactivated later inactive status employee not currently being paid but still in system inactivity period when customer doesn't report payroll inactivity assessment process of marking payroll as unreported inactivity count total number of pay periods without payroll submission inactivity flag 🔄 automated indicator for missed payroll reporting inbox area for receiving system messages or tasks industry code classification for type of business operations info panel blue display showing current configuration details initial cost startup fees for new customer onboarding input field area where users type or select information instance specific occurrence or example of something insurance carrier company providing workers' compensation coverage integration connection between januscrm and other systems interactive elements users can click or modify interface visual design and layout of system screens interim payroll special payroll outside regular schedule internal note comment visible only to peo staff, not customers internal reinstatement process for reactivating former customers internet connection network requirement for system access invalid data information that doesn't meet system requirements invoice bill for payroll services sent to customers invoice amount total due for payroll processing and services invoice date when billing statement is generated invoice history record of all past billing statements invoice payment card designated credit card for payroll charges invoice status current state of billing (pending, paid, overdue) ip address network identifier logged for security is bounced toggle filter option to show only bounced payrolls is payroll contact setting determining who receives payroll emails it administrator technical role managing system infrastructure it help desk support system for technical problems it ticket formal request for technical assistance italics text formatting for field names and emphasis itin individual taxpayer identification number j janus employee application interface for managing employee information januscrm the proprietary customer relationship management system for peos and payroll companies javascript programming language that must be enabled for system function job title employee's position or role in company json javascript object notation data format k kb (knowledge base) organized collection of help articles and documentation keyboard shortcuts key combinations for quick actions (tab, enter, esc) keywords search terms for finding information l landing page initial screen shown after login language preference customer's chosen language for communications (en/es) last check date final payroll date before cancellation last login most recent system access timestamp last modified when record was most recently changed last name family name portion of person's full name last reported most recent payroll submission date last updated timestamp of most recent changes late reporting flag 🔄 automated indicator when payroll is overdue lead potential customer in sales pipeline lead card primary information hub for each customer containing all tabs lead management process of tracking and converting prospects lead status current stage in sales process leads dashboard interface for managing prospects and customers leads module system area for sales and customer management learning management system (lms) platform for employee training left navigation menu bar on left side of screen legacy system older technology being replaced or integrated legal name official business name for contracts and compliance level 1 support first tier of help, typically team lead or manager level 2 support escalated technical support from it lha loss history affidavit document license legal permission to operate or use features line item individual entry in a list or invoice link clickable connection to other pages or resources list view display format showing multiple records in rows live chat real time support communication (if available) load time how long system takes to display information local storage browser storage (not supported in artifacts) lock prevent further changes to a record locked record finalized entry that cannot be edited log entry single item in activity history log out end system session for security login process of accessing system with credentials logs tab section showing all historical activities for a record lookup search for specific information in system loss run insurance claims history report m main contact primary person for customer communications manager supervisory role with override permissions manager only 🔒 features restricted to management roles manual batching process of manually completing payroll batching manual entry typing information rather than selecting from list manual enrollment adding customer outside normal automation flow manual override management action bypassing normal restrictions manual payment recording payment processed outside januscrm mapping connection between related data fields mark as cancelled administrative action to terminate customer account mark as complete finalize and close a task mark as inactive change employee status to prevent processing mark as pending cancellation flag customer for potential termination mark as reviewed indicate document has been checked mark bounced flag ach payment as failed marketing information lead source and sales tracking data master service agreement (msa) overarching contract for all peo services match compare data to find corresponding records max inactivities ten missed payrolls per year before auto cancellation maximum length character limit for text fields menu list of selectable options merchant account payment processor relationship merge combine duplicate records into one message communication within system or to users metadata information about data (creation date, modifier, etc ) method way of accomplishing a task metric measurable value for tracking performance migration moving data from one system to another minimum balance required bank account amount for ach approval missing information required data not yet provided mobile app peoplematic application for customer payroll access mobile view how system appears on phones and tablets modal pop up window requiring action before continuing module major functional area of januscrm monday reset start of new work week in system multi factor authentication extra security requiring multiple verifications multiple records banner orange indicator showing several payrolls exist multiple states customer operating in more than one state n name field input for person or business name navigate move between different areas of system navigation bar left side menu providing module access navigation buttons previous/next controls for moving between records net pay employee earnings after all deductions network error connection problem preventing system access new client flag indicator for recently onboarded customers new client request data dashboard task for setting up new customers new feature recently added system functionality new hire recently added employee new note add comment to record new payroll create fresh payroll record new status recently changed state of record new tab open link in separate browser tab new timesheet flag 🔄 automated indicator when hours submitted new user recently created system account next button navigate to following record or page next steps suggested actions after completing current task no access permission level with no visibility to feature non compliance failure to meet regulatory requirements non payment customer failure to pay invoices non reporting customer failure to submit payroll non working day weekend or holiday affecting processing note comment or memo attached to record note management system for adding and organizing comments notes & activities combined view of comments and system logs notes field text area for entering comments notification alert about system event or required action notification banner temporary message at top of screen notification email automated message about system events notification settings user preferences for receiving alerts notifications tab section for managing customer communications number field input accepting only numeric values number format how numbers display (currency, percentage, etc ) o ocip/ccip owner/contractor controlled insurance program office location physical address of business operations offline system not accessible due to connection issues onboarding process of setting up new customers or employees onboarding checklist step by step tasks for enrollment completion onboarding portal removed feature previously in lead card onboarding timeline schedule for completing enrollment steps one time payment single transaction not recurring open balance remaining amount owed on invoice open status task not yet started or assigned operating system computer software (windows, mac, etc ) operations manager role with department oversight authority opt out choice to not receive certain communications optional field information that can be left blank orange badge visual indicator for pending actions orange banner multiple records indicator in payroll card orange status document received but not yet reviewed order sequence of items or sort arrangement organization company structure and hierarchy original value data before any modifications out of scope beyond current system capabilities or contract outage system unavailability due to technical issues outbound communications sent from system to external parties outside submissions underwriting requests from external sources outstanding unpaid or unresolved items overcharged flag 🔄 automated indicator when billed exceeds invoice overdue past deadline for payment or action override management action bypassing normal restrictions override justification required explanation for bypass actions overview summary or high level view of information owner primary contact or account holder p page single screen or view in system pagination navigation through multiple pages of results paid status invoice has been successfully collected paid time off (pto) vacation and sick leave tracking feature panel section of screen containing related information papaparse library for processing csv files paper check physical payment requiring manual processing parent company main organization if subsidiary exists partial payment amount less than full invoice total password secret code for system access password reset process to create new access credentials past due payment not received by deadline path navigation route to reach specific feature pay cycle frequency of payroll processing pay date when employees receive wages pay frequency how often payroll runs (weekly, bi weekly, etc ) pay period time span covered by single payroll pay rate amount paid per hour or salary period pay stub employee wage statement pay type classification of compensation (hourly, salary) payment card credit card used for transactions payment date when transaction was processed payment declined transaction rejected by processor payment history record of all past transactions payment method how invoices are paid (ach, credit card, wire) payment methods tab section showing all saved payment options payment pending transaction in process but not complete payment processing system handling of financial transactions payment status current state of transaction payroll advisor user role processing weekly payrolls payroll card detailed view of individual payroll record payroll contact person receiving payroll communications payroll customer profile complete settings for client payroll payroll customer status active, inactive, or cancelled state payroll cycle complete process from entry to payment payroll dashboard main interface for weekly payroll processing payroll date see check date payroll details comprehensive payroll configuration settings payroll finalized processing complete and locked payroll frequency how often customer processes payroll payroll history record of all past payrolls payroll history tab section showing completed payrolls payroll invoice bill for payroll services payroll module system area for processing employee payments payroll record individual instance of payroll processing payroll reports documents generated from payroll processing payroll schedule calendar of processing dates payroll status current processing stage payroll subtab section within details tab for current payroll payroll tab area in lead card showing payroll information payroll week ending last day of pay period payout method how employees receive wages pdf portable document format for documents pending awaiting action or approval pending approval requires authorization before proceeding pending cancellation customer flagged for potential termination pending employee interim 🔄 automated flag for mid cycle employee additions pending internal reinstatement flag for returning customer setup pending status transaction attempted but not completed peo (professional employer organization) company providing comprehensive hr services through co employment peopaygo one of the insurance carrier options peoplematic mobile app for customer access performance system speed and responsiveness permission authorization to access features or data permission denied user lacks required access level permission level degree of access (full, edit, view, none) personal information private data requiring protection phone field input for telephone numbers phone number contact telephone with formatting validation physical address street location of business pin keep note at top of list pinned note comment kept visible at top of notes section pipeline sales prospects at various stages placeholder temporary content or hint text plaid service for verifying bank accounts platform technical foundation of system poi proof of insurance document pop up window appearing over main content portal web interface for customer access pre approval authorization before final approval prefix title before name (mr , ms , dr ) prerequisites requirements before accessing feature prevailing wage government mandated pay rates preview see content before finalizing previous button navigate to preceding record previous value data before modification primary contact main person for communications primary key unique identifier in database print create physical copy of document priority urgency level of task or ticket privacy protection of sensitive information process series of steps to complete task process now immediate payment processing option process payment initiate charge for invoice processing active handling of payroll or task processing date when payroll is processed internally processing day assigned day for payroll submission processing program queue or team handling payroll processing queue list of payrolls awaiting action processing tab section for managing payroll requirements processing time duration to complete action product service or feature offered production live system environment profile complete set of user or customer information progress bar visual indicator of completion percentage progress indicator shows current step in multi step process project specific work requiring wos certificate project duration length of time for wos coverage project knowledge searchable information database proof of insurance see poi properties characteristics or settings of an item prosoftware external payroll processing system prospect potential customer being pursued prospects list table of leads in various stages provider company supplying services pto see paid time off public information visible to customers purpose designated use for payment card q quarterly every three months query search request in system question mark help icon for additional information questions & answers knowledge base feature for support queue list of items awaiting processing quick action shortcut button for common tasks quick books accounting software integration quick jump links alphabetical navigation in glossary quick search fast lookup without advanced options quick view summary without opening full record quote price estimate for services quote configuration settings for creating estimates quote history record of all estimates provided quote status current state of estimate (active, expired, etc ) quoting tab section for creating and managing estimates r radio button circular selector for single choice rate price or percentage for calculations raw data unformatted information from database re hire process for bringing back former employee read only view permission without edit ability real time immediate updates without delay reason explanation required for certain actions receipt confirmation of completed transaction receive accept incoming data or documents recently viewed list of recently accessed records record single entry in database record id unique identifier for database entry record navigation moving between individual entries record summary overview information about entry record type classification of database entry recurring repeating on regular schedule recurring payment form setup for automatic charges red badge visual indicator for errors or failures red button navigation back to previous page red flag warning indicator requiring attention red panel display showing outstanding balance red status document sent but not received red trash can delete or reject icon redirect automatic navigation to different page reference link or connection to related information reference number tracking identifier for transactions referral lead from partner or existing customer refresh reload page for latest information refund return of payment to customer refund history record of all returned payments refunded amount total money returned to customer region geographic area for operations or sales register payroll requirement document registration initial system setup process regular payroll standard scheduled payroll processing reinstated previously cancelled customer reactivated reinstatement count number of times customer has returned reject decline or refuse request rejection reason explanation for denial related connected or associated items relationship connection between data elements release notes documentation of system updates reminder notification about upcoming deadline reminders tab section for managing follow up communications remote access from outside office location remove take away without deleting permanently renewal extension of service or contract reopen make closed item active again repl read eval print loop for code execution report formatted output of system data report generation process of creating data exports reporting submitting payroll information reporting day when customer submits hours reports module system area for generating analytics request ask for action or information request payment method send form for payment setup required must be completed, marked with asterisk required field input that cannot be left blank requirement necessary condition or document resend send communication again reset return to original state resolution solution to problem or issue resolve fix or complete issue resource system asset or support material response time how quickly system reacts responsive design adapts to different screen sizes restart stop and start again restore bring back from backup or archive restrict limit access or functionality restricted access limited permissions for sensitive areas result outcome of search or process retry attempt action again retrieve get information from system retrieve all state documents fetch florida business records return go back or send back revenue income from operations revert change back to previous state revert inactivity cancel inactive status on payroll review examine for accuracy or completion revision updated version of document revoke remove previously granted permission risk assessment evaluation for insurance purposes role set of permissions assigned to user type role assignment process of giving user permissions rollback return to previous system version roster list of employees routing number bank identifier for ach row horizontal line in table rt 3 florida business tax application form rts see rt 3 rule system logic determining behavior run report execute report generation s safari supported apple web browser safety program workplace safety features and tracking salary fixed periodic payment amount sales module system area for managing prospects sales pipeline stages of customer acquisition sales representative user role for business development sales tab lead card section for quotes and deals sales team department handling new business sample example for reference save store entered information save as store with different name or location save draft store incomplete work for later save filters keep search criteria for reuse saved search stored query for quick access schedule plan with specific times scheduled charge payment set for future date scheduled payment flag indicator of future transaction screen display showing system interface screenshot captured image of screen scroll move through content vertically search look for specific information search bar field for entering lookup terms search criteria parameters for finding data search results items found matching criteria secondary contact alternate person for communication section grouped area of related content secure protected from unauthorized access security measures protecting system and data select choose from options (preferred over "click") select all choose every item in list selection chosen option or highlighted item self service customer performing own tasks semi monthly twice per month payroll schedule send transmit to recipient send document dispatch form to customer send recurring payment form request payment method update send reminder dispatch follow up message send to bind submit enrollment for carrier approval send to janus prosoftware function updating invoice sent status message or document dispatched separation notice form for employee termination separation notice flag 🔄 automated indicator for pending termination sequence order of items or steps service agreement contract for peo services service feature optional functionality for customers service level tier of features available service tier package level (express, whiteglove, enterprise) session period of system use session timeout automatic logout after inactivity set as inactive mark employee as not currently working set as invoice payment card designate card for charges settings configuration options setup initial configuration process severity importance level of issue shadow visual effect for depth share give access to others shortcut quick way to access feature show/hide columns customize table display sidebar panel on side of main content sign add signature or approval sign in enter system with credentials sign out exit system session signature authorization mark on document single sign on one login for multiple systems site website or system location sms text message communication sms fail flag 🔄 automated indicator when text fails snapshot point in time capture of data snooze temporarily disable reminders soft delete hide without permanent removal sort arrange in specific order sort by criteria for ordering results source origin of lead or data southeast ccp regional classification in underwriting special characters non alphanumeric symbols special instructions custom requirements for processing specialized roles users with specific module access split divide into parts spreadsheet excel or similar data file ssn social security number staging test environment before production standard default or typical configuration start date beginning of period or coverage state u s state for tax and compliance state tax regional government withholdings static unchanging content status current condition or stage status bar display showing current state status change modification of condition status history record of all state changes status indicator visual cue for current state status update change in condition step single action in process storage where data is kept string text data type stripe payment processing service structure organization of data or interface style guide documentation standards manual sub menu secondary level of options submit send for processing submit button control to send form data submission item sent for review subsidiary company owned by another subtab secondary tab within main tab subtotal partial sum before final total success message confirmation of completed action suffix title after name (jr , iii, etc ) summary brief overview of details sunbiz florida business registry system super user administrator with all permissions support help and assistance services support ticket formal help request supported browser web browser that works with system surrounding features additional elements around main content suta state unemployment tax act number suta state jurisdiction for unemployment tax sync synchronize data between systems system the complete januscrm platform system administrator highest level technical role system alert important notification system error technical problem preventing function system log record of all system events system message communication from platform system requirements minimum technical needs system status overall platform health system timeout automatic end due to inactivity system update new version or features t t\&a see time & attendance tab 1) section within a page 2) keyboard key for navigation tab navigation moving between sections tabbed interface organization using multiple tabs table grid display of data rows and columns table view data shown in spreadsheet format tag label or marker on record target goal or intended recipient task work item requiring completion task assignment giving work to specific user task list queue of items to complete task management system for tracking work items task status current state of work item tax government withholdings from pay tax form government compliance document tax id federal employer identification number team group of users with shared responsibilities team lead supervisory role with limited override technical support it assistance for system issues template pre built format for repeated use temporary not permanent, limited duration term word or phrase with specific meaning terminate end employment or service termination ending of employment or account terms of service legal agreement for system use test try functionality or verify operation test environment non production system for trying changes text written content text area multi line input field text field single line input area text message sms communication to mobile phones theme visual style of interface third party external company or service three js 3d graphics library for visualizations threshold limit triggering action thumbnail small preview image ticket support request identifier time & attendance (t\&a) feature for tracking work hours time off employee absence from work time stamp record of when action occurred time zone regional time setting timesheet record of hours worked timesheet file uploaded hours documentation timesheet recap summary of submitted hours timeout end due to inactivity timestamp see time stamp title 1) page or document name 2) job position to do task requiring completion toggle switch between on/off states token security code for authentication toolbar row of action buttons tooltip helpful text on hover top navigation menu at top of page total sum of all amounts tracking following progress or history tracking number identifier for shipments transaction financial exchange record transaction history record of all financial exchanges transfer move between locations or owners transition change from one state to another trash deleted items location trigger event causing automatic action troubleshooting process of solving problems truncate shorten text with ellipsis two factor authentication extra security verification type category or classification typeahead suggested completions while typing u ui user interface design unauthorized lacking proper permissions unavailable not accessible or working uncheck remove selection from checkbox underwriting risk assessment for insurance underwriting dashboard interface for risk evaluation underwriting specialist role evaluating customer risk undo reverse last action unemployment state insurance program unemployment number state issued suta identifier union dues organized labor membership fees unique one of a kind, no duplicates unique identifier code distinguishing one record unit single item or measurement unlock allow editing of protected item unread not yet viewed message update 1) make current 2) new system version update history record of all modifications upload send file from computer to system uppercase capital letters formatting urgency priority level of issue url web address usability ease of system use usage how something is utilized use case specific scenario for feature user person accessing the system user account individual's system access profile user experience (ux) how people interact with system user guide instructions for system use user id unique identifier for person user interface visual system design user management administration of accounts user name login identifier user permissions access rights granted user profile individual's settings and information user role type determining permissions user settings personal preferences user support help for system users v validate check for correctness validation checking data meets requirements validation error data doesn't meet rules value content of a field variable changeable data element vendor external service provider verification confirming accuracy verify confirm as correct version specific release of software version control tracking document changes version history record of all versions view 1) look at 2) display format view details see complete information view only permission to see but not change view properties see detailed characteristics visibility what can be seen visual cue graphic indicator of information visual indicator icon or color showing status void cancel or invalidate voided status enrollment cancelled before completion w w 2 annual wage and tax statement w 4 federal tax withholding form w 4 request task to update tax information wage payment for work performed wait time delay before action completes waiver document releasing from obligation waiver of subrogation (wos) special insurance endorsement requiring project details and additional fee warning ⚠️ alert about important information warning banner yellow notice about issues warning message text explaining potential problem web browser software for accessing system web portal browser based system access webhook automatic data transmission trigger week ending last day of work week weekly once per week schedule weekly reset friday system update from prosoftware welcome email initial communication to new users whiteglove premium service tier with advanced features widget small interface component width horizontal measurement wildcard search character matching any value window separate viewing area wire electronic bank transfer payment method wire bypass feature allowing payroll processing before wire confirmation wire pending flag indicator awaiting wire payment wire received confirmation of wire transfer receipt wire transfer bank to bank electronic payment wizard step by step guided process workers comp workers' compensation insurance workers comp rates insurance pricing by job class workflow defined process steps workflow engine system automating processes working area main content section of screen workspace area for specific type of work wos see waiver of subrogation wos fee charge for waiver of subrogation ($200 default) wrap see ocip/ccip write access permission to modify data x xlsx excel spreadsheet file format xml extensible markup language data format y year calendar or fiscal year year end annual closing processes year to date cumulative from year start yellow banner warning or informational notice yeo team specialized payroll processing group yes/no binary choice field z zero balance no amount owed zip code postal code for addresses zip file compressed file archive zoom adjust view magnification glossary maintenance notes last updated 6/30/25 version 2 0 next review quarterly this glossary is a living document updated regularly as januscrm evolves for corrections or additions, contact the documentation team through the feedback system