Recruitment
Where can you setup rejection reasons within the Recruitment Process?
Management > Recruitment > General Settings > Settings
What is the difference between a Stop Payment and an ACH Reversal?
Stop Payments are for live checks
ACH Reversals are for Direct Deposits
What are the three things required for a new hire in Toast Payroll to flow into the POS?
Location Level
Job Level
Primary unique email address
Where can a Customer setup a new hire template?
Company > Setup > New Hire
Can a customer edit payroll once it is calculated? What about after they post payroll?
Yes, you can edit payroll once calculated.
If payroll has been posted, it can not be edited.
Where are requisitions setup?
Management > Recruitment > Templates > Requisitions
Our Tax Team files taxes on a [BLANK] basis.
Quarterly
A customer added a new specialties job for an employee in Toast Payroll, how can they make this new job flow into the POS faster?
Click 'Sync to Toast' on an employee's Profile Overview.
What are the different sections available within the new hire process?
Initialize New Hire
Employee
HR Checklist
How do you make sure an employee received a live check on payroll?
Payroll Spreadsheet > Action Star > Force Live Check
Where can a Customer setup a Recruitment specific workflow?
Management > Recruitment > General Settings > Workflows & Notifications
If a payroll misses the sweep, will live checks still be generated?
Live checks are generated when the payroll is posted. The sweep is only for the purposes of generating ACH files (Direct Deposits).
Payrolls posted before 6:00 pm will make it in time to have checks printed and shipped.
There is a profile in Toast Payroll and two profiles in Toast POS for an employee, how could this have happened?
The employee was added in the POS first with a dummy email and then added in Toast Payroll with a unique email, so a second profile is automatically sent to the POS.
A Customer needs to new hire 15 employees. Do they have to add these employees one by one to the New Hire Dashboard?
No, they can import the new hires via the New Hire Import on the New Hire Dashboard
How does a Customer reset payroll?
Company > Payroll > Continue > To Do step > Reset Payroll
What does clicking the eye ball icon for a specific Requisition on the Recruitment Dashbooard do?
Opens up the Requisition's applicants/candidates
What can a Customer do if they forgot to post their payroll?
Move the check date to the next business day and process immediately.
Attach quick calcs to a payroll with the current check date and write checks to employees in house.
What is the correct process to add new jobs for a POS + Payroll customer?
Client creates Toast Job
Create job level in Toast Payroll
Map job level to Toast Job
A manager is attempting to fill out the I9 in the employee’s I9 Section but I can’t as all the sections are grayed out, what’s happening?
Only employees have the ability to complete their I-9 form in Toast Payroll
What are some reasons why an employee’s hours would not importing into payroll?
Employee is terminated or on Leave of Absence.
The import file is incorrect.
Where can a customer view a report showing all job applicants?
Management > Recruitment > Recruitment Dashboard > Reports > Applicant Report
What are stale-dated checks?
Live payroll checks written from the Toast account that are older than 6 months from the check date.
Checks older than 12 months are deleted from the outstanding checklist and the funds are returned to the client account they were initially debited from.
Rather than waiting 6 hours for a new POS Job Code to flow into Toast Payroll, what can an admin user do to map the new job code to a payroll job level?
Navigate to the Location in Toasttab, select Jobs and export all jobs. Copy and paste the new POS Job code's GUID to the job level in Toast Payroll.
An employee was marked complete off the New Hire Dashboard but did not acknowledge the required documentation. What can a Customer do to ensure the employee acknowledges the document?
Send as a To Do
An employee’s deductions aren’t on payroll, what are the possible reasons why?
The deduction is not tied to the check frequency.
The deduction is not setup correctly on the employee's Pay Information page.