Payroll Notes
Reports
Forms
Exceptions
100

Input type options

What are Auto, Call in/out or email in/out?

100

Sent through SB messenger. 

What are PPR and PPS?

100

Client emails new EE information in body of email and has already had a curtesy. 

What is send back the Add New Hire form?

100

Client refuses to use the UTI when emailing in

What is they can email it as long as they provide the name, code and hours/amount. We will fill the UTI in and send it back for approval.
200

Important information to include about frequency batches

What is that a client has more than 1 batch due to frequency?

200

Client needs 401K report. 

What is guide client to HR & Payroll>Reports & Analytics>Reporting>Search: 401K

200

Client has never used a UTI, what do you do?

What is create one for them based on the last payroll?

200

Question to ask client when they are requesting an exception. 

What is the 'why' for the exception (example: 13 EEs and wants to continue calling in)
300

Client has more than 1 frequency

What is create batches based on frequency, confirm the batches pull the correct people and add to payroll notes. 

300

Client provides census form and requests us to fill it out

What is provide path to find reports and a few names of reports that might help?

300

Exceptions that we cannot say 'Yes' to. (multiple examples)

Client has too many employees for call in, refuses to use any of our forms, etc