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 way to get data from the client's YTD/QTD report into Back Office?
Bonus: What's the BEST way?
Worst: Hand Keying
Best: Extractor!
When is your AVR due?
Your Account Validation Review (AVR) is due 4 business days before the Run Date
(2 business days for a weekly payroll)
True or False?
You only need one timer for both YTD and QTD entry.
False; YTD & QTD need to be timed separately.
YTD + QTD + General + Senior/POQS time = Total Implementation Time 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 New Employer Rate for FL-UI?
2.7%
What SOP do we reference when we are needing to correctly title our files in the Shared Drive?
Naming Conventions
What MUST be completed before starting your YTD/QTD entry?
A Manual Payroll
What two reports are listed under "Implementation Reports" in Greenhouse?
aka: our best friends
-Pay Cycle Audit Report
-Taxes Owed Report
Where can you check if the client has verified their pennies?
Greenhouse on the Payroll tab and/or BambooHR in their Payroll Settings
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)
If a client's final pay date with PPP is Sept 15th and their first pay date with BambooHR is Sept 30th, will we need a YTD, QTD, or both? What dates?
Both! YTD for Jan 1st - Jun 30th, QTD for Jul 1st - Sept 15th
What report will you use to balance totals?
Pay Cycle Audit Report