Day 1
How long is Payroll Implementation?
3 Weeks
Where do you go to import Direct Deposit, State, and Federal Taxes?
Greenhouse
What is the worst entry into Back Office?
Hand Keying
What is the naming convention for a Client's YTD?
1234_ClientReport_YTD
How should we get our Wire Information to Clients?
Upload to BambooHR Files, under "Payroll Implementation."
DO NOT EMAIL.
True or False?
You only need one timer for both YTD and QTD entry.
True or False:
A client can hand enter all federal tax data.
False; Pre-2020 W4's have to be imported.
Typically what tax is labeled "PIT?"
Personal Income Tax = State Tax
What is another term for "Excess Wage?"
Taxes Owed
What is the Payroll equivalent to BambooHR's Access Levels?
Adding Users into TRAXPayroll.
We do not add user's on behalf of our clients.
What is the New Employer Rate for FL-UI?
2.7
What Help Guide should you have open when importing State Taxes?
TRAXPayroll State Tax Withholding Data Import
What MUST be completed before you can begin doing anything with YTD/QTD Data?
A Manual Payroll
What two reports are listed under "Implementation Reports?"
aka: our best friends
-Pay Cycle Audit Report
-Taxes Owed Report
What is the correct wording?
Audit or Account Verification
Account Verification (AVR)
What SOP do we reference when we are needing to correctly title our files in the Shared Drive?
Naming Conventions
When importing Direct Deposit and an individual has multiple lines of bank account information, what must the final line of information be labeled as?
BAL / Balance
(100% of the Remaining)
What does a Manual Payroll do?
It pulls in all applicable taxes for a Client to go and review in BambooHR.
What report will you use to balance totals?
Pay Cycle Audit Report
Name one SR in Payroll
Wendy, Meranda, Kelly, Ashley, Laurie, Shari, Amber, Faye
Where can you find amazing reports that will show the Client the missing employee and terminated employee information?
(hint: not in reports)
Getting Started Checklist
Which W4 uses the term "Exemptions?"
Pre-2020
YTD, QTD, or Both?
Last Pay Date with PPP: August 27th
First Pay Date with TRAXPayroll: Sept 10th
Both!
YTD: Jan 1 - June 30
QTD: July 1 - Aug 27
What is the name of the folder where you save your YTD/QTD files?
AVR (subfolder)
Who are the POQS's in Payroll?
Lisa Hales and Linda Book