PTF
What does PTF stands for?
Payroll & Tax Fundamentals
Provide one or all the ways on how we can be easy to work with?
Be eager to help
Be friendly & caring
Be confident
Be patient
Listen attentively
What is the cut off time?
In general 5PM EST
Which tool do we check to check the carrier and print center?
Zip code locator
What type of deductions can affect the taxable earnings? Pre or Post?
Pre Tax deductions
Which quality standard does this fall under?
"I will…match Alex’s pace & level of expertise
I will…create a ‘safe zone’ where Alex feels comfortable to ask any question"
Easy to work with
-be patient
What process do you do to delete and correct a payroll
Void
Where in RUN do you go to activate employee access
Company Tab> features overview
What is the Tentative credit rate for FUTA?
5.4%
Provide 2 ways to assist client and be the expert?
Do it right the 1st time
Explain in a way Alex can understand
Teach Alex every chance you get
Solve Alex’s next problem
What process do you use if you need to process a payroll outside the regular schedule?
Special Payroll
W hat are the main documents you need to process a bank account change
CAA & Void check/Bank proof
What is the Social tax amount if the SS taxable wage is $1000
$62.00
Provide the proper/ideal HOLD process
Ask for permission>
State the reason>
Wait for Alex's response>
Check Back>
Thank Alex
How much is a special payroll rate
$35
What is the maximum rate you can take from disposable earning of an employee with child support garnishment and supporting another family , not in arrears
50%
EE's can earn up to 40 PTO hours per year and accrue every pay period. Paid in weekly frequency. Calculate for accrual rate
40PTO hrs/52weekly pay period=0.7692
What are the 4 Alex Quality Standard
Be Easy to Work with
Be the expert
Do the work quickly
Be efficient
What process do you do if you need to record an earning given to an employee by another insurance provider due to a long term disability
Third party sick pay
What tool do you use to check if client has any missing RAAs or EE missing SSN so we can help provide it from causing more problems in the future
ALex Health Check tool