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What is a SUTA Limit?
A SUTA Limit varies by each state and it is the threshold that employers have to hit before they are eligible to stop paying SUTA for that employee
Where can you check the SUTA/FUTA limits in Darwin?
Client Card > Go To > Billing > Charges
What settings do you modify in Prism to indicate it is a wire transfer client vs ACH Billed client?
What is the difference between a manual batch and a special batch?
What does the Bill Format Drive within Client Details?
The way the invoice is displaying
Reach out to WireReleases@vensure and ask what's up?
Be sure to include batch #, bank the client wired to, client name and ID and amount of wire
How do you ensure a timesheet is given to the client?
How do you set up a salary employee in Prism to have the hours auto populate each pay roll?
Within Employee Details, Pay Tab, ensure 80 hours is entered in Default T/S Hours and that Auto Accept T/S is checked
What does the Billing Template drive in the client details?
This drives the configuration how the client is billed on the invoice regarding tax limits for FUTA, SUTA and other billing misc. details, examples include WC Tria and billing Overtime vs Regular rate for Overtime
How can you check to see what WC policy your client is on?
The Wokers Comp Policies within Analysis Design - You can access this link on the OneNote
What is the difference between OT1 and O/T
O/T calculates by taking the regular rate and multiplying it by 1.5. OT1 would be where it adds commissions, tips and other codes and multiplies that by 1.5 to determine the OT rate.
What additional steps do you need to take for Client Reporting Tax States besides enter the rate in the State Tax Bill Rate Menu?
1. The State and ID will need to be entered under the Tax tab in client details
2. The rate will also need to be set up within the State Tax Rates field
How can you check what states are client reporting vs. PEO reporting for SUTA or SIT?
PEO/CLIENT Reporting Document within SharePoint - Can be accessed on our shared notebook
What Halion report can you pull to check YTD ER Taxes?
Tax Liability Report
You are towards the end of the conversion and you held the training with your client to submit their timesheet and approve their payroll. They have now approved their payroll and walked through those steps. You know that they are a wire client and need checks printed and shipped.
What are your next steps?
To ensure the batch is Posted, you would need to keep an eye on the batch to ensure the wire team released the batch for posting. Once posted, you can then send an email to the check printing team with a snip of your batch and instructions for shipping and printing
You have sent the batch out to payroll approval with the client. What is an easy way to check to see which employees have a live check and which ones have a direct deposit?
By going to the Payroll Summary screen on payroll approval, and see who is listed under Deposit and who is listed under Check
You are walking through your parallel and notice that NYPAID FAMILY LEAVE has high discrepancies for all employees. What are troubleshooting steps you would take for this?
I would discover the 2021 rate for this tax by using the tax vertex document and then discover the rate being charged for the employee out of Darwin. I would check the employees taxable wages and multiply by the proper 2021 rate to find the amount that should have been charged. I then subtract that amount from what was actually taxed for the employee to discover if Prism is calculating correctly
How do you tell Prism to stop printing direct deposit stubs?
Client Details - Other - Electronic Pay Stubs, employees may not un-enroll
You are preparing to train a client but you notice that when clicking timesheet entry, you are not able to get into the timesheet. What are some troubleshooting steps for this?
1. Ensure your pay period, cut off date and check date are set up appropriately
2. Ensure that Worksite Timesheet Entry is checked within Client Details
If your client Prints On Site, what settings do I need to modify in order for this to happen?
The settings within the Print Service Options will need to be changed whether they are Check on Top or Check On Bottom.
You will also need to ensure the user is set up with the check printing role.
Where can you check to see if PTO is deducting for the employee PTO register properly?
When a test batch is calculated, you can review the payroll voucher for the employee and checking the PTO section/tab of the voucher.
What menu in Prism do you go to create the mapping for an import file for a timesheet?
In the Pay Import Definition File
What settings do I need to modify in order for a special batch to act like a regularly scheduled batch?
Payroll Control > Action Bar > Options > Replaces A Scheduled Batch and enter the pay date for FSA Override Date/Benefit Calculation Date
What Halion Report can you pull to easily discover if the employee had any deductions for the year?
Pay Stub Detail Report
What Halion report can you pull to display the WC, Admin billed and ER taxes for the parallel process?
Employee Billing Detail