Flex
Quarter-End
401K
Bonus Checks
100

Where to add and/or edit addresses in CORE?

What is Company Details - Addresses?

100

Client states they have an additional debit inquiry or credit inquiry that has been posted to their account around the 20th following Quarter-end. 

What is Outstanding Tax Liability (OTL)?

100

Client wants to adjust their contributions for 401k through Paychex. 

What is 401k department (transfer)? 

100

Client states that they have processed bonus checks before?

What is check template?

200

Client needs to add an account for an EE.

What is People list - pay - direct deposit?

200

Where to find the OTL report?

What is WebORS - Quarterly reports - Quarter end reports?


200

Client wants to add a pre-tax (before-tax) 401k contribution.

What is Code 14?

200

Client wants to process payroll and bonus checks. What do you need to know first before entering the amounts?

What is the same or separate payrolls?

300

Client needs to add a role for an employee.

What is People list - Access & Permissions?

300

What items are needed from the client to search a debit or credit inquiry?

What is the post date, description, and dollar amount?

300

Client wants to add a post-tax (after-tax) 401k contribution.

What is Code 18?

300

What can not be blocked on bonus checks?

What is Social security, Medicare, and Paychex 401k?

400

Client wants all reports for a specific Quarter.

What is Quick reports - Payroll: Quarterly?

400

Client wants wages reported for a specific Quarter.

What is Form 941?

400

An employer wants to add to an EEs contributions for 401k?

What is an employer's match?

400

What do you need to know before entering bonus checks?

What is the Net/Gross amount, tax frequency and withholding, and live/direct deposit?

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