New Articles

  1. Sales Materials: Standard Hours Format For Use With A Prospect's Time System

    Have a client or prospect who wants to transfer time data to your payroll system from a home grown or other time system that is an unknown system to IDI? This PDF will help with the setup: Standard Hours Format for Use with Your Time System Don...
  2. What can I expect after I sign a Time Bank Online sales order with IDI?

    Wondering what happens for the first roughly 100 days after you become an IDI customer?  Once you sign a sales order for one of our Time Bank Online solutions, it is our attempt to begin the process of turning you into a customer for life! Ou...
  3. What can I expect after I sign a sales order for Contractor Central with IDI?

    Wondering what happens for the first roughly 100 days after you become an IDI customer with our Contractor Central solution? Once you sign a sales order for Contractor Central, it is our attempt to begin the process of turning you into a customer f...
  4. How do I send a secure file to IDI?

    IDI is now using SendThisFile to send and receive client files.  When sending files to IDI, please use the following steps: 1. If you are submitting a new support case, please contact support to have a case opened before sending files. sup...
  5. IDI Access | Partner Blog Articles shared as Videos

    Enjoying the tips for partners on how to extend your workforce management solutions in our Partner Blog, IDI Access ? Here are some of those articles shared as videos: Our Structured Process Boosts HCM Sales Numbers ...
  6. What happens when I contact IDI Support?

    Once support is contacted by email or by phone, our Triage Helpdesk Associate opens a case/ticket. You will be notified via email that your case has been opened and you will be asked for any additional information needed in order to set the cor...
  7. Podcast Episode Featuring our Director of Marketing and Account Management Talking about the Evolution of the Client's Journey at IDI

    Our Director of Marketing and Account Management, Dawn White, joined Justin Brown at Motion on Episode 234 of Tech Qualified to discuss how Marketing, Sales, and Account Management are synced at IDI, and how with a nimble team you can both expand an...
  8. Podcast Episode Featuring our President and Vice President Discussing IDI's Long History

    Our President, Kit Dickinson, and VP, Sonja Parker, joined Dave Haviland of Phimation Strategy Group to discuss what it's taken to lead IDI through its long history. ...
  9. Archived Customer Newsletters

    In case you missed any of our monthly Customer Newsletters, below are links to previous Customer Newsletters: April 2020 Customer Service tips, share your Working from Home achievements, and Other Updates from your IDI Account Management Team!...
  10. How do I set up a new Time Bank Online User?

    When you have a new Time Bank Online user who needs to run a Time Bank interface, follow these steps: Step 1: Fill out our Account Update Form for your IDI Account Manager to update any primary contact information for account management purp...