Frequently Asked Questions (FAQs)

Employee Hotline Information 

Our anonymous employee hotline (through Syntrio) should be used to report fraud, unlawful, unethical, and other types of improper behavior. Below is information on how to submit a claim – it’s that simple! There is no login information needed.

Please remember, this hotline is NOT a substitute for routine communications within our organization between employees and their supervisors and managers, particularly in regard to workplace duties. Likewise, it does not replace communications with PX staff about benefit issues or other job-related issues.

• Website: https://report.syntrio.com/emoneyadvisor
• Toll-Free Telephone:
  • English speaking USA and Canada: 844-470-0088

To learn more about the employee hotline, click here.

IMPORTANT NOTE: To successfully access the policies using the links below, you must have visited the Service Portal at least once today. Should you be directed to a login page, please click “Use external login” located under the login button.

The Employee Handbook

The Employee Handbook is a comprehensive document that outlines eMoney’s policies, procedures, and expectations for its employees, serving as a guide for both employees and leaders. The Handbook can be found on the Service Poral in the Policy Library. The Handbook contains the following policies:

• Remote Work Policy
• Code of Conduct
• PTO Policy
• Address Change Policy
• Maternity/Paternity Leave Policy
• Bereavement Policy
• Jury Duty
• Whistleblower Policy

Additional Company Policies

There are additional policies that can be found on the Service Portal in the Policy Library:

• • Acceptable Use of Information Assets

• • DISC Policy (Digital Information Security & Confidentiality)

• • Privacy Policy

• • Workplace Monitoring Policy

• • Internal Likeness Policy

• • External Likeness Policy

• • Employee Promotion and Internal Transfer Policy

• • Cell Phone Policy

• • Education Assistance Policy

• • Customer Support Call Recording Policy

• • Business Development Call Recording Policy

• • Social Media Policy

• • Travel & Expense Policy

• • Call Avoidance Policy

How Do I Verify My eMoney Employment?

Here are the typical circumstances when you need to verify your employment:

• When you apply for a mortgage or auto loan, the lending institution may want to confirm you are currently employed and earn enough income to cover your monthly payments.
• When you apply to rent a home, the property management company or landlord may want to confirm you have a steady income and can afford rent payments, as well as your deposit and any maintenance costs.
• When you are asking to defer or reduce loan payments, the bank may require you to share proof of your current income and use this information to determine whether or not they can fulfill your request.
• When you are pursuing a job opportunity with another employer, the company may want to verify the information you provided in your application and resume as part of their background check process.

What Steps Do I Need to Take?

NOTE: No eMoney employee can verify their own employment or that of their direct reports. If you are a people manager, please defer to PX with any requests received.

1. Complete your loan application or other paperwork requiring employment verification.
2. By completing the paperwork, you are giving your consent for the lending institution to obtain employment verification through The Work Number® from Equifax – a trusted and reliable digital verification system.
3. The lending institution will work directly with The Work Number® – who can securely answer requests for employment and income information through an automated, online system.
4. If the lending institution is unaware of The Work Number, give them the following info:
   1. Website: www.theworknumber.com
   2. Phone: 866-604-6572
   3. eMoney Company Code: 3090640

The Work Number system provides employment and income information only to authorized, credentialed verifiers who have a permissible purpose under the Fair Credit Reporting Act and who certify they have your consent to having your income information provided.

PX securely provides your payroll information to The Work Number after each payroll cycle for the highest degree of data accuracy.

Access reactivation for an employee is submitted by PX for processing. Please do not place these requests into the CorpOps Teams Channel, as these circumstances can be personal to the employee and should not be shared out to the entire organization. If you have a question about a returning employee’s access, please reach out to PX directly for further support.

Update your address in ADP:

The first thing you will want to do after you have moved is update your address in ADP. From the home screen:

1. Select “Myself” then “Personal Profile”
2. In the middle of the page, you will see “Address” hover over that box and select the pencil
3. Enter your new primary address, if you live in an apartment or complex, please make sure that the unit number is listed on line 2. County is not required but can be included.
4. Please also make sure that the “Legal/Preferred Address” button is filled in for this address. Once you’re finished hit the done button

Once the change has been submitted, a PX employee will review and approve. If need be, you will be sent an additional form to complete for your local taxes which may have changed with your move. PX will then update your local tax jurisdiction (or state) in ADP if necessary. After the change has been approved, the new address will feed to all benefit carrier systems (with the exception of one, see below) and your accounts will be updated accordingly. It can take up to 2 weeks for all carrier systems to be updated.

In order to update your marital status in ADP, PX will need is a copy of your marriage certificate. You can email that to PX@emoneyadvisor.com.

Once PX receives a copy, the team will make the necessary adjustments. in ADP.

NOTE: If you want to update your tax filings, you would then just have to update your W-4 (in ADP) to reflect the changes you’d like to make moving forward.

The 2026 Holiday Schedule includes: 

• 10 preassigned Holidays
• 2 unassigned Floating Holidays
  • Can be used on any day chosen by the employee, subject to manager approval.
• Your Birthday
  • You may take a day in the week preceding or following your birthday.

Note: This schedule can also be viewed in ADP when requesting time off!

2026 Holiday Schedule

• New Year’s Day – Thursday, January 1, 2026
• Martin Luther King Jr. Day – Monday, January 19, 2026
• President’s Day – Monday, February 16, 2026
• Memorial Day – Monday, May 25, 2026
• Juneteenth National Independence Day – Friday, June 19, 2026
• Independence Day – Friday, July 3, 2026 (observed)
• Labor Day – Monday, September 7, 2026
• Thanksgiving – Thursday, November 26, 2026
• Day after Thanksgiving – Friday, November 27, 2026
• Christmas Day – Friday, December 25, 2026

How Do I Request PTO?

Refer to the following policy: eMoney Advisor Handbook [PTO Policy] (located in Service Now > Policy Library)

Paid time off (for benefits-eligible employees) includes the following categories:

• PTO (vacation, sick and personal time off)
  • Exempt (salaried) employees may request PTO in 4 and 8-hour increments
  • Employees may borrow a maximum of 40 PTO hours not yet accrued
• Floating Holidays
  • Each year eMoney offers 2 floating holidays, these may be pre-assigned by the company to specific days each year, in which case they would be treated as a Scheduled Holiday
  • If not assigned by the Company, they may be used on any day of the year upon manager approval
  • May be requested in 4 and 8-hour increments
• Birthday Holiday
  • Employees may request a paid holiday to fall within 5 business days before or after (10-day window) his/her birthday each year
    • Restricted to request full 8 hours at a time
• Bereavement
  • 5-day absence to attend a funeral for a family member (defined in handbook)
  • 3-day absence to attend a funeral for an extended family member (aunt, uncle, cousin, niece, nephew or grandparent-in-law)
  • 1-day absence to attend a funeral for other family members or close friends
• Jury Duty
  • Full-time employees are paid their full salary for jury duty or when called to give witness testimony for Company matters

How can I see how much PTO I have?

Employees can view current PTO balances under the Former PTO Policy in ADP by selecting
Myself > Time Off > Time Off Balances

• Click on the new PTO policy or Former PTO policy in the first column.
• On the “Summary” page, you’ll see the total number of hours available
  • Pro tip: Click the “Earned” tab to view your accrual rate each pay period
• To translate your total number of hours to days divide your total number of hours
  balance by 8*
  • Example: 166 ÷ 8 = 20.75 days
    *There are 8 hours in a work

Fidelity NetBenefits is the online portal where you manage your eMoney retirement benefits and charitable giving. Through NetBenefits, you can access your 401(k) to review and adjust your contributions, explore investment options, and view employer match details – all in one place.

NetBenefits is also where benefits-eligible employees access Workplace Giving, our charitable giving platform. From there, you can search for nonprofits, make donations, and automatically receive eMoney’s annual matching gift (up to $200 for eligible donations). Click here to learn more about eMoney’s charitable giving efforts.

Think of NetBenefits as your central hub for both planning your financial future and giving back to the causes that matter most to you.

NetBenefits website: https://netbenefits.fidelity.com/

Click here to learn how to register, access the enrollment guide, and more.

How Do I Add a New Spouse or New Baby to my Benefits?

1. Login to ADP, click “Myself”, “Personal Information” then “Dependents & Beneficiaries”
2. Select the “Add” button under the “Dependents and Beneficiaries” header, then select
   which type of dependent you are adding.
3. Fill in your dependent’s person information. Name, DOB, SSN (Tax ID), and Gender
   are required fields.
4. If you do not yet have your new baby’s SSN, you can select the “Applied for a Tax ID”
   button.
5. Once you have entered the information, it will take you to a summary page, from there
   select “Continue to Enrollment”.
6. “Walk Me Through My Benefit Options” will be the default selection, this is
   recommended.
7. From here, it will walk you through all of your benefit plan options. You can make
   changes to your elections at this time.
8. For any plan that you would like to add your new child or spouse to, click into that and
   select “Edit Plan”.
9. Select whichever coverage level applies to you under the “Choose a Coverage Level”
   section and make sure your dependent has a check next to his/her name under the
   “Choose Dependents” section.
10. Once you are done making changes to your elections, click the “Review & Complete” button at the top of the page. From here it will show you a summary of your new elections. If everything looks good, select “Complete Enrollment” at the top of the page.
11. This will then go to PX for approval. If you had a new baby, you will need to provide
    a birth certificate to PX (a hospital issued birth certificate is fine). If you are adding a
    new spouse, you will need to provide a marriage certificate to PX.

Email benefits@emoneyadvisor.com if you need help.

How Do I Apply for a Leave of Absence?

If you need to take time off of work for an extended period of time, the following types of
leave are available to benefits-eligible employees. Please refer to the eMoney Advisor
Handbook (located in Service Now > Policy Library) for more information regarding each type of leave or click here for an overview.

There are many different reasons for taking a leave of absence and each of the available leaves has different eligibility requirements and stipulations. Please speak with PX to determine which leave is best for your individual situation. The most common reasons for taking a leave of absence are:

• For the birth and care of a newborn child
• For placement with an employee of a child for adoption or foster care
• To care for an immediate family member (spouse, child or parent) with a serious health condition
• To take medical leave if you are unable to work because of a serious health condition of
  your own

Please note, this list is not inclusive and leaves of absence can be granted for reasons
not mentioned above. Please refer to the eMoney Advisor Handbook for more
information.

If you need to take a leave of absence, please follow the below process:

1. Email PX@emoneyadvisor.com to set up time to discuss your situation and go over your leave options.
2. PX will verify your leave eligibility and determine which leave is most appropriate for your situation.
3. You will then submit a formal written request for the designated leave to PX
4. Depending on the type and reason for your leave, you and a physician may be asked to
   complete and submit paperwork supporting your requested leave.
5. Once approved, you will notify your manager of your upcoming leave including expected dates.
6. PX will reach out to you regarding next steps.

Important Reminders While on Leave:

• You will not accrue PTO and your bonus award may be pro-rated to reflect the length of service as an active employee during the bonus year.
• While you do not accrue PTO during a leave, you can use previously accrued PTO or
  previously awarded Floating Holidays concurrently with an unpaid leave to receive pay for days of your choice during the leave.
• eMoney will continue to pay the Employer portion of your health and welfare benefit
  premiums. You are still responsible for paying the Employee portion of your health and welfare benefit premiums.
• Your 401(k) and HSA contributions will be stopped until you return to work, unless you are receiving a paycheck directly from eMoney, in which case, the contributions will continue to be deducted based on your elections.

How do I request a corporate cell phone or request cell phone reimbursement?

eMoney employees can either request a corporate-issued cell phone or request semi-monthly reimbursement for their personal cell phone for business purposes.

Your manager will complete these steps on your behalf.

1. Go to Service Now.
2. On the main page, under the Employee Management section, click Corporate Cell Phone or Reimbursement Request

NOTE: Once the request is submitted, it is reviewed by PX and Finance.

eMoney is committed to complying with all federal and state employment laws and ensuring every employee has access to the resources that protect their rights in the workplace. Below you’ll find information on labor law requirements and employment eligibility processes, along with links to key resources.

Labor Laws

Labor law posters outline important federal and state employment laws that all employers, including eMoney, must follow. To ensure access for all employees, eMoney provides these resources on the Intranet.

The link below, Labor Law Poster Viewer, provides up-to-date information on topics such as:

• • Teen work hours

• • Workers’ compensation

• • Unemployment insurance

• • State minimum wages

• • Equal Employment Opportunity

• • Individual State Family and Medical Leave benefits (FMLA)

• • Individual State whistleblower laws

• • And more

>> Labor Law Poster Viewer

>> Additional State Posters

Employment Eligibility

Work eligibility for new hires is confirmed through federal systems designed to ensure compliance and protect employee rights.

• E-Verify: A federal, online system used to confirm an employee’s eligibility to work in the U.S. It checks information from the I-9 form against records with the Department of Homeland Security (DHS) and the Social Security Administration (SSA). Learn more.

• Immigrant and Employee Rights Section (IER): A division of the U.S. Department of Justice that ensures employment eligibility checks are conducted fairly, consistently, and without discrimination. Learn more.