TLM
When an account is set up to have employees restricted by their IP address to clock in/out, where would I go to update or add a new allowed IP address?
Web access profile within the timesheet profile settings.
Where would I update an employee's hourly rate?
Base Comp
What simple profile controls the functions/areas a user has access to in Elevated?
Security Profile
Where can company QE reports be located?
Bonus Question: Can you provide the EXACT navigation path to the QE reports?
Tax documents
Nav Path: Hamburger Menu > Payroll > Reports > Taxes > Tax Documents
What form would a client complete if they would like a manual check shipped using Green Leaf's courier services?
Manual check shipping form
What areas within Elevated would you update if a client would like employees to paid 1.5x for a holiday?
Holiday and pay calc profiles
Can you pay a W2 EE 1099 wages?
Bonus Question: What do you need to do if a client makes this request?
NO!
Bonus Q Answer: The client must terminate the W2 EE and hire them into the system as a 1099 contractor. You can only pay the EE wages associated with their EE type. 1099 Contractor gets paid 1099 wages, W2 EE is paid W2 wages.
What happens during payroll processing when an EE is assigned to the "Worked Hours for Accruals" pay prep profile?
The EE does NOT pull into payroll. Employees should always be assigned to the default pay prep profile.
What report can I use to show me all vendor payments processed within a specific date range?
Bonus Question: Can you provide the navigation path to the report?
Vendor Payments Report
Bonus Q Answer: HB Menu > Payroll > Reports > Payroll Funding > Vendor Payments
Where should client documents (WC policies, garnishments, etc) be stored internally?
Within the client's workdrive folder
How do you add a new cost center location as a punch option on the timeclock for employees to choose from when clocking in/out?
By creating a new extra button within the punch button settings in the timesheet profile settings. Once the new extra button is created, you will need to enable it.
Example: 4407GL Hourly Timesheet Profile
How do you resolve the following payroll error: Warning: State NJ Private Plan Indicator
Have the client determine the correct value: F = Employer-financed private plan, D = Employee-financed, B = Both contribute, or N = No private plan (state plan used). Once determined, the client or PRS will need to update the employee's tax settings with the correct NJ Private plan indicator.
What do you need to update if a client wants to add a new observed holiday in Elevated?
Bonus Q: Can you provide the nav path?
Update the holiday table
Bonus Q Answer: HB Menu > Settings > Profiles/Policies > Holiday Tables
What report will will show base comp data (current, previous, and future)?
Bonus Question: What is the navigation path?
Base comp History Report
Bonus Q Answer: HB Menu > HR > Reports > Employee Maintenance > Base Comp History
What form would you complete if we receive a sales lead?
Inbound Sales Lead Hand Off Form
How do you block an employee from requesting time off on a weekend?
You would need to go the time off request profile within the timesheet profile assigned to the employee and navigate to the default settings section for the time off you want to restrict. You must then create a days blocked profile and assign it within the default settings and save.
How do you get the system to pay an EE at $28.00/hr anytime they are working as a budtender?
You need to create a rate table and set it up with the $28.00 rate tied to the specific job, then you will need to assign the rate table to the EE, reapply the rate table and make sure the timesheet profile is set up to allow the EE to toggle between jobs.
What system setting controls which employees a company admin or manager can view within Elevated?
Groups
What information does the bank account transaction report include?
The report shows all transactions that would hit the client's bank account that processed in Elevated. It will show transaction types (ACH Debits, Checks Direct Deposits), EE information, pay date, and dollar amounts.
What is the correct process when you receive a direct deposit return notice for an employee?
Bonus Question: What is the recommended way we advise clients to pay the EE when a DD return is received?
End date the DD account within Elevated and notify the client of the return.
Bonus Question answer: Pay the net amount as a reimbursement
What areas would you review and potentially update if a time off code is on the EE's timesheet, but not flowing into the pay prep nor the pay statements?
Areas to review: earning code, counter, export codes, and time off set up.
Earning code: Reviewing the codes' set up for accuracy
Counter: Reviewing to see if a counter exists and if the appropriate lists are assigned.
Export Codes: Reviewing export code is created and set up accurately
Time Off Set Up: Reviewing set up, specifically if a default counter is assigned to the time off as this is often missed.
How do you resolve the following error when an employee's home address and worksite are in different states?:
Warning: Employee does not work or live in the unemployment state for this pay statement.
Update the worksite cost center to either match the employee’s home address OR assign the employee to your company’s **Remote** cost center. This allows the system to calculate taxes based on the home address.
What do you need to update in Elevated if a client tells you employees are accruing more than the allotted 180 hours for the year and employees have more than the allowed 200 hours in their bank? (BE SPECIFIC)
Within the accrual profile, you will need to update the maximum accrued amount (per accrual year) and set it to 180 hours, then you will need to update the maximum running balance and set it to 200 hours.
How do you get the WC report to reflect the new policy rates if the dates of the new policy include previous payrolls?
You will need to update the policy in Elevated, assign the new codes to each EE, and recalculate the labor distribution settings for the prior payrolls processed that are covered in the policy.
What is the first thing you do prior to zeroing out balances back to1/1 of the current year and executing the accruals to present date with new accrual profile settings in place?
Scenario: Client's accruals were set up incorrectly (manager is aware), the PRS updated the accrual profile within Elevated already. The PRS now has to correct the balances in the system.
DOWNLOAD THE BALANCES! ALWAYS DOWNLOAD THE DATA BEFORE MAKNIG CHANGES!