Payroll Review

Day 1

100

How long is Payroll Implementation?

3 Weeks

200

True or False?

You only need one timer for both YTD and QTD entry.

False; all "tasks" need to timed separately, and combined at the end for "Total Implementation Time."

300

What is the New Employer Rate for FL-UI?

2.7

400

What SOP do we reference when we are needing to correctly title our files in the Shared Drive?

Naming Conventions

500

Where can you find amazing reports that will show the Client the missing employee and terminated employee information?

(hint: not in reports)

Getting Started Checklist

Day 2

100

Where do you go to import Direct Deposit, State, and Federal Taxes?

Greenhouse

200

True or False:

A client can hand enter all federal tax data.

False; Pre-2020 W4's have to be imported.

300

What Help Guide should you have open when importing State Taxes?

TRAXPayroll State Tax Withholding Data Import

400

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)

500

Which W4 uses the term "Exemptions?"

Pre-2020

Day 3

100

What is the worst entry into Back Office?

Hand Keying

200

Typically what tax is labeled "PIT?"

Personal Income Tax = State Tax

300

What MUST be completed before you can begin doing anything with YTD/QTD Data?

A Manual Payroll

400

What does a Manual Payroll do?

It pulls in all applicable taxes for a Client to go and review in BambooHR. 

500

YTD, QTD, or Both?

Last Pay Date with PPP: August 27th

First Pay Date with TRAXPayroll: Sept 10th

Both! 

YTD: Jan 1 - June 30

QTD: July 1 - Aug 27

Day 4

100

What is the naming convention for a Client's YTD?

1234_ClientReport_YTD

200

What is another term for "Excess Wage?"

Taxes Owed

300

What two reports are listed under "Implementation Reports?" 

aka: our best friends

-Pay Cycle Audit Report

-Taxes Owed Report

400

What report will you use to balance totals?

Pay Cycle Audit Report

500

What is the name of the folder where you save your YTD/QTD files?

AVR (subfolder)

Miscellaneous

100

How should we get our Wire Information to Clients?

Upload to BambooHR Files, under "Payroll Implementation."

DO NOT EMAIL. 

200

What is the Payroll equivalent to BambooHR's Access Levels?

Adding Users into TRAXPayroll. 

We do not add user's on behalf of our clients.

300

What is the correct wording? 

Audit or Account Verification

Account Verification (AVR)

400

Name one SR in Payroll

Wendy, Meranda, Kelly, Ashley, Laurie, Shari, Amber, Faye

500

Who are the POQS's in Payroll?

Lisa Hales and Linda Book