Client Management
This section will tell me how much a client is paying for our services.
Billing
To find a terminated employee, I need to do this.
Sort ee status to terminated.
This is where I key payroll for all of my employees.
Time Entry Grid
This will tell me the grand total of payroll for the pay period I’m getting ready to process.
Summary
This document will help me set up a Child Support Order
Garnishments: Set up Child Supports and Garnishments
Here is where I add a Pre Tax Medical deduction.
Client-Pay Codes-Deductions
This is how I enter an additional amount for State taxes for an employee.
Use the additional amount field
If the client has already paid the employee, I have to click this button.
Post as Manual
I use this report to pull the last 6 pay stubs for one employee on one report.
Check History Detail
There is a reciprocity question! I can use this to help me answer.
VERTEX
I have to use this tool if a client has opened a business in a new state.
Add work location
I can use this to disable a deduction for one employee at the employee level when a calculation parameter is used.
Schedule Override
I’m going to use this check type when the client gives me the net pay.
Gross Up
Departments don’t show up on the register. But they show up on this report.
Labor Allocation Report
I’d like to know what shift someone works in OKC. This is what I’ll use to find out.
EMPLOYEE DIRECTORY
This tab where I enter my employer retirement matches.
EE Contributions Plan Matches tab
When setting up a child support in the state of California, this is what I choose in the Percentage of field.
Disposable income
This is how I key payroll for a salaried employee who used 8 hours of PTO this pay period
Key in the total vacation hours, leave salary as is.
941’s are housed here
Quarterly Reports
In Salesforce, I can use this tool to find resources.
KNOWLEDGE ARTICLES
I will need to go here to remove Division from the time grid.
Client-Labor & GL-Labor & GL Fields-Uncheck Allow in Time Entry
This field can be used to change the accrual balance at the employee level.
Update Balance
I would go here to put the time entry in minutes.
Time Entry Options
My client would like to create their own report. They can use this tool.
Custom Report Writer
This section will give me details on the Heartland Hire product.
Departments: HCM