Integration
Should a new hire be added in Payroll or the POS first?
Payroll
What is the navigation path to create/add a new timesheet for an employee in Toast Payroll?
Profile Overview > Time & Labor > Timesheets > Add
Where can you confirm what TAFW Tier an employee is assigned to?
Profile Overview > Career Profile > Position
What is a Void?
A payroll void may be used either as a verb, meaning the act of nullifying a payroll transaction, or it may also be used as a noun, referring to the nullified pay record itself.
What slack channel do you post in for tax support?
ec_payrollops
Name two things that should be done in Payroll, rather than the POS?
Pay Changes
Adding Specialities/Jobs
Where can a Customer mass approve timesheets prior to beginning processing payroll?
Management > Time & Labor > Timekeeping > Open Timesheets
Where can you view an employee's current TAFW balances?
Profile Overview > Time & Labor > Time Away From Work
What is a Stop Payment?
A stop payment is a request made to the bank to make a physical check invalid to ensure it cannot be cashed.
How can I find a client's current SUTA rate?
In the quarterly tax package in the Year End/Quarterly Reports (the rate will be on the last page of the Quarterly tax Package)
You can also see it by going to Admin > Payroll Admin> SUTA rates. This will pull all SUTA rates for clients.
Name two things that should be done in the POS, rather than Payroll?
Employee's Time Entries
Employee's Tips
How do you untie a timesheet from a payroll?
Navigate to timesheet and select None from the pay cycles drop down
Who handles setting up and making changes to a customer's Time Away From Work setup?
Customer Care Specialist Tier 2
What is an ACH Sweep?
A Sweep in which the ACH file is uploaded to the bank. Once the sweep is done, the file cannot be uploaded until the following day.
What are Tax Amendments?
Tax amendments are adjustments made by our Tax Team to correct an employee's Quarterly/Year-to-Date earnings.
Do HR+ users have access to the Toast Settings page?
No
What setting restricts users from editing timesheets?
Company > Setup > Timekeeping > Settings > Make Timesheets Read Only
What is the navigation path to review how a Time Away from Work Type is setup to accrue hours?
Admin > Client Admin > Setup Time Away > Select Tier > Edit Type
What can a customer do if they forget to post their payroll? What can they do?
1. Move the check date to the next business day and process immediately
2. Attach quick calcs to a payroll with the current check date and write checks to employees in house.
Note, if federal taxes amount to over $100,000 the taxes may be considered late as the IRS mandates that liabilities that exceed this amount are due the next day.
What is state reciprocity?
Reciprocal agreements between states allow employees that work in one state but live in another to only pay income taxes to their state of residency.
What three things are required for a new hire to flow into the POS?
Location Level
Job Level
Unique Email Address
Where can the Customer setup Holidays to generate automatically on an employee's Timesheet?
Company > Setup > Timekeeping > Holiday Rules
What is the Historical Plan Details tab on Elisabeth's (EE# 135) Time Away from Work Page?
Her TAFW balance from her previous Sick Only tier?
What is the difference between writing out of Toast Payroll’s account and writing out of the client’s own bank account?
The difference is whether live payroll checks are written from the Toast account or the client account. If a client writes out of the Toast account then we will debit the client for the total amount of live payroll checks upfront.
If a client does not write out of our account then they will be debited out of their own account only as the checks from their employees are cashed.
Our Tax Team files payroll taxes on a [BLANK] basis.
This is why Voids can not cross [BLANK].
Quarterly
Quarter