Day 1
How long is Payroll Implementation?
3 Weeks
Where do you go to import Direct Deposit, State, and Federal Taxes?
Greenhouse
What is the worst way to get data from the client's YTD/QTD report into Back Office?
Bonus: What's the BEST way?
Worst: Hand Keying
Best: Extractor!
When is your AVR due?
Your Account Validation Review (AVR) is due 4 business days before the Run Date
(2 business days for a weekly payroll)
True or False?
You only need one timer for both YTD and QTD entry.
False; YTD & QTD need to be timed separately.
YTD + QTD + General + Senior/POQS time = Total Implementation Time Entry
True or False:
A client can hand enter all federal tax data.
False; Pre-2020 W4's have to be imported.
Typically, what tax is labeled "PIT"?
Personal Income Tax = State Tax
What is another term for "Excess Wage"?
Taxes Owed
What is the New Employer Rate for FL-UI?
2.7%
What SOP do we reference when we are needing to correctly title our files in the Shared Drive?
Naming Conventions
What do you need to do to pull in the company-required taxes?
A Manual Payroll
What two reports are listed under "Implementation Reports" in Greenhouse?
aka: our best friends
-Pay Cycle Audit Report
-Taxes Owed Report
Where can you check if the client has verified their pennies?
Greenhouse on the Payroll tab and/or BambooHR in their Payroll Settings
When importing Direct Deposit and an individual has multiple lines of bank account information, what must the final line of information be labeled as?
BAL / Balance
(100% of the Remaining)
If a client's final pay date with PPP is Sept 15th and their first pay date with BambooHR is Sept 30th, will we need a YTD, QTD, or both? What dates?
Both! YTD for Jan 1st - Jun 30th, QTD for Jul 1st - Sept 15th
What report will you use to balance totals?
Pay Cycle Audit Report