Log in to your Gusto account to access the following and make appropriate changes:
Accessing pay stubs
Accessing W2
Updating banking information
Updating timecards
Submitting PTO requests/PTO Information
Submit expenses – select the “Expenses” tab and upload a receipt
For travel expenses, please complete the CFG 2025 Expense Reimbursement form, save to PDF, then upload under EXPENSES: CAR & MILEAGE or TRAVEL
Update personal information – select the “Personal Details” tab
Update emergency contact information – select the “Personal Details” tab
For benefit questions, contact the Employee Benefit Navigator Concierge team at (888) 856-0794 or by email at e3concierge@getebm.com.
Benefit Information:
Flexible spending accounts
Health Savings Account
Employee Assistance Program
LOA Information
Enrollment Forms
Questions regarding 401(k) – please contact Matt Clayson
Charitable donation matching:
VTO Requests – VTO form should be filled out and sent to manager for approval, then sent back to HR. Request should be entered into Gusto under Volunteer.
Financial Plans
Voluntary Group Whole Life
Lattice is an online platform that helps managers and employees communicate, collaborate, and stay aligned by fostering goal-setting and meaningful, employee-focused conversations.
FirmOS is CFG’s internal database that departments use to track case submissions, access employee and agent contact information, and analyze firm-wide reporting and advisor production data.
Microsoft Office Suite is used for email correspondence, calendar management, OneNote, OneDrive, Teams, Word, Excel, PowerPoint, etc
Global Relay is MassMutual’s approved business text messaging solution. It can be accessed and installed through the Workspace ONE Hub.
Zoom is used for virtual meetings.
Compass is MassMutual’s digital portal that offers access to tools and provides timely updates to help you stay informed.