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

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)

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. 

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