Navigation
What is the navigation path to setup a Termination Template?
Company > Setup > Status Changes
How do I deactivate a secondary position?
Navigate to the employee's position page, edit the secondary position.
Use the 'Administrative Update' reason code, check the 'deactivate' box and click Submit.
Can a customer edit payroll after they have calculated it?
Yes, they can click 'Previous' to go back to the Payroll Spreadsheet.
Once the payroll is posted, you can NOT edit it.
Payroll To-Do
An automated action for one-time earnings and/or deductions that need to be added to a specific payroll
What is the Navigation Path to the Toast Payroll Integration Settings?
Company > Setup > Toast > Settings
What is the navigation path to setup a new company level?
Company > Setup > Levels
When is a secondary position needed?
A second position is needed when an employee needs be paid out of a second pay group
(2 Position = 2 Pay Groups)
What are two things you need to do before opening payroll?
- Make any necessary position updates or pay changes
- Attach an Payroll To-Dos or Quick Calcs
- Approve Timesheets
Work Tax Location
The address of a physical location where an employee performs work. The work tax location also drives which state SUTA taxes are collected for on an employee’s paycheck.
Should a new hire be added in Payroll or the POS first?
Add employee to Payroll first via the New Hire Dashboard
What is the navigation path to view an employee's active reoccurring earnings?
Employee Profile > Pay > Pay Information > Earnings
What reason code should I use if I'm only updating an employee's security role?
Administrative Update
What is the difference between an off-cycle payroll and a regular payroll?
An off cycle is a payroll that is run outside of the client’s normal payroll cycle, making it an “off” cycle payroll. Off-Cycles have a $50 fee.
Specialties
A second Job and rate assigned to an employee on their Specialties page, used to pay the employee at a different rate of pay for hours worked under the Job. Also called Jobs or Specialties
How often are time entries in the POS sent to Toast Payroll?
Every 15 minutes
What is the navigation path to view all the customer's FEINs?
Company > Setup > Payroll > FEIN
OR
Admin > Client Admin > Edit Company > FEIN
What reason code should I use if I need to change the FEIN an employee works under?
Inter-Company Transfer
What is Tip Makeup?
Tip Makeup refers to the makeup to minimum wage-earning that automatically pulls into payroll if the employee is not making minimum wage.
Quick Calc
A manual check recorded in Toast Payroll that is tied to a specific payroll calendar, used to record an amount paid to an employee outside of Toast Payroll.
What does the 'Sync To Toast' button on an employee's Profile Overview page do?
Sends information to the POS from Payroll (pushing new specialities/rates into the POS)
What is the navigation path to confirm the date an employee was Marked Complete off the New Hire Dashboard?
Management > New Hire > Audit
What two position attributes need to be updated in order to change an employee from Hourly to Salary?
Salary Type and Default Earning Type
What is Blended Overtime?
Blended Overtime (OT) calculates an effective rate of pay based on Hours worked and all OT Eligible Compensation.
Levels
An organization-specific set of values assigned to an employee. All Toast Payroll customers use Company, Location, and Job
What information is needed to send a new profile from Payroll to POS?
Location Level, Job Level, and Unique Email