Paychex Forms
Payroll 101
Paychex SOPs
Flexing SSAs
Payroll Compliance
100

What form is used for direct deposit form.

DP0002

100

This is the process of paying employees accurately and on time , One day prior to checkdate?

Same day debit.

100

This is the first step before making a payroll correction.

What is reviewing the error and confirming details? 

Ie Payroll journals, EE earning history, W2s....

100

The delivery of payroll documents and paper checks to clients is calle dthis?

What is package and delivery.

100

This federal agency collects payroll income and additional taxes in the U.S.

What is the IRS?

200

Form requested with WC proof of coverage?

What is a COI,Certificate of Insurance?

200

This form tells employees how much was earned and how much was withheld.

What is a Check Stub?

200

When processing payroll, this step ensures employee hours, rates, and adjustments are correct.

What is payroll validation? 

Formally Client approval...

200

When adding a new W2 EE what is sent in Flex to get accounts created/ login user profile created?

What is send an account invite..

200

This tax funds retirement and disability benefits.

What is Social Security tax?

300

Forms given to peo clients in lew of tax filings/ ex 941/940/W3

What is YTD/ QTD?

300

These are deductions required by law, such as federal income tax and Social Security tax and Medicare taxes.

FICA FICA FIT too legit to quit

300

This should be followed whenever a client requests a change to employee data.

What is the standard Employee change request Form? 


BONUS** What's the Form ID.

300

If Flex where can payroll documents and other data forms be found?

What is reports an analytics tab?

300

This document may be required to verify an employee’s tax withholding status.

What is Form W-4?

400

Billing adjustment form?

What is PEO062

400

The schedule that determines when employees are paid is called this.

What is a pay frequency?

400

If a payroll issue or system issue cannot be resolved immediately, this is where it should be documented.

What is the case/ticket system? 

400

With states where do clients get notified when Tx IDs are missing or required?

What is Company details> taxes> state IDs tab?

400

This type of recordkeeping is essential for audits and payroll accuracy.

What are payroll records?

500

This term refers to wages before taxes and deductions are taken out.

What is gross pay?

500

This is the key reason SOPs/KSC procedures exist in payroll operations.

What is to ensure consistency and accuracy?

500

What system is used for the assistance withe client onboarding troubleshooting, User management and linking to an additional client ID/ Account?

What is Flex Supt Tool?

500

Payroll compliance means following these to avoid penalties and errors.

What are laws, regulations, and company policies?

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