System Navigation
This feature lets you jump directly to a specific employee’s profile.
What is the employee search bar?
This type of communication helps clients feel supported even when no issues are present.
What are proactive check-ins or touch-base calls?
This is the first step when investigating a payroll discrepancy.
What is reviewing the payroll register or audit trail?
This form summarizes employee earnings and is critical for tax filing.
What is the W-2 form?
This form is used to report non-employee compensation.
What is the 1099 form?
You’d go here to update company-level settings like pay groups or deductions.
What is the Company Setup tab?
You should escalate an issue when it meets this criteria.
What is when it impacts compliance, system functionality, or client satisfaction?
You use this tool to identify system errors or missing data.
What is the error log or validation report?
Clients should verify this before year-end to avoid corrections later.
What is employee personal and tax information?
This agency requires accurate and timely submission of payroll taxes.
What is the IRS (Internal Revenue Service)?
This tool helps you track changes made to employee records.
What is the audit trail or change log?
This documentation is essential when submitting an escalation.
What is a detailed case summary or ticket notes?
Before escalating, you should always try this.
What is internal troubleshooting or consulting the knowledge base?
This report helps clients reconcile payroll before year-end.
What is the year-to-date payroll summary?
This type of tax is withheld from employee wages and submitted by the employer.
What is federal income tax or payroll tax?
You use this function to preview payroll before finalizing.
What is the payroll preview or pre-check?
Clients value this when unexpected delays or changes occur.
What is transparent and timely communication?
This type of issue often requires cross-functional collaboration to resolve.
What is a system integration or data sync issue?
This deadline is crucial for submitting year-end corrections.
What is the W-2 correction cutoff date?
This report helps clients verify tax liabilities before filing.
What is the tax liability report or tax summary?
This navigation shortcut helps you move between modules quickly.
What is the quick access menu or dashboard links?
This internal resource helps determine if an issue needs escalation.
What is the escalation matrix or decision guide?
This resource helps guide you through common client issues.
What is the support playbook or troubleshooting guide?
This checklist helps ensure clients are prepared for year-end.
What is the year-end readiness checklist?
This form is used to report employer-paid taxes and wages.
What is the 941 form?