WORKFORCE. Payroll Release Notes

Transcription

1 WORKFORCE Payroll Release Notes December 2017

2 New! Upcoming Optional Ohio Courtesy Withholding Functionality Beginning with payrolls dated on or after 01/01/2018, optional Courtesy Withholding for Ohio local taxes will be available in the application for employers who choose to withhold these taxes. For employees who reside in one city and work in another, the employees may be responsible for local taxes for both cities. Courtesy Withholding is an optional benefit in which employers collect a local income tax from employees who live in another city. Through Courtesy Withholding, employees do not need to pay local taxes separately since the employer deducts the amounts and pays them on behalf of the employee. While the payment of local taxes may be mandatory for the employee, Courtesy Withholding remains an option for the employer. In addition, the Resident and Non-Resident taxes will no longer be combined in the tax filing exports. Entries for Resident and/or Non-Resident Ohio local taxes will be reported separately depending on whether employers have elected to have courtesy taxes withheld from their employees. The appropriate mapping codes have already been communicated to all tax filing vendors. ACTION REQUIRED: It is imperative to review the Courtesy Withholding checkbox on the Ohio local City tax codes for employees in Ohio. The Taxes report under My Employees > Employee Payroll Maintenance > Taxes will display a listing of all employees tax jurisdictions. This report can be filtered using a Tax Type of City and a Tax State of Ohio to help identify employees with an Ohio local City tax. The column Courtesy Withholding can be added to this report via Select Columns to view the status for each employee. If a company wishes to utilize Courtesy Withholding, the box should be checked as shown in the screen shot below. If Courtesy Withholding will not be used, the box should remain unchecked. 1

3 Audit Report: Show Deduction Name, Not Just Deduction System ID WFR-47255: Audit reports now display deduction names instead of system IDs in the Object column. The System Id, which was previously displayed in the object column can now be optionally added to the reports. The change affects two audit reports: Account Audit Trail This report is available in the drop-down under the Utilities button that appears on the Edit Employee screen for a specific employee. Go to My Employees -> Employee Information. Click on the Employee Information icon to display the Edit Employee screen. The Utilities button appears at the top of the page and you can click on it to display the drop-down list and select the Account Audit Trail report. Account Info This report can be accessed under My Reports > System > Audit Trail > Account Info. 2

4 Columns Added to GL Report WFR-24991: Additional columns can now be added to the GL reports. The new columns have been added at the client level to the General Ledger (Summary) report and General Ledger (Summary) Enhanced Accruals report under My Reports > Payroll. At the Admin level, the new columns are available in the General Ledger and General Ledger Enhanced Accruals reports under Reports > Payroll Reports. Pay Statement # - This column appears with a default column header of # and shows either the check or voucher number assigned to the closed pay statement. Pay Statement Type This column displays the pay statement type. Manual Check Date This column displays the date the manual check was issued. Pay Statement Default: Cost Center Name This column displays the default cost center associated with a pay statement. Columns can be added for all default cost centers associated with pay statement, for example, default job and default cost center columns could be added. Pay Statement: Check This column displays the check amount. Pay Statement: Direct Deposit This column displays the amount that was deposited to the direct deposit account. Employee Information Download PDF: Remove ER Portion of Deductions WFR-43984: New options allow the EE portion of deductions, ER portion of deductions or both to be selectively included in PDFs that are downloaded from the Employee Information screen. The new options are available on the Print Settings page, which appears after employees have been selected from My Employees > Employee Information page and Download PDF has been selected from the drop-down options under the Utilities button. 3

5 Full Access Added as a Selectable Column on Security Profile Listings WFR-49070: The Full Access column is now available in the Security Profile listings. This column indicates whether a Security Profile enables access to all system functionality. The new column is available in the Security Profile listings under Company Settings > Profiles/Policies > Security. To add the column, navigate to that report, click on Select Columns, enter Full in the Search box and click on the arrow to add it to the report. Once added, the report will display a Y for any Security Profiles with Full Access enabled. Admin users can also access the new column in the Security Profile listings under Maintenance > Companies > Client Resources > Global > Security Profiles and Maintenance > Admin Company > Configurations > Security Profiles. 4

6 QuickBooks (IIF) v1 Advanced Export Pay Statement Filter The data sent in the QuickBooks (IIF) v1 Advanced System Data Export can now be filtered by Pay Statement Type. The filter can be configured in the Extra Settings widget when creating or editing the System Data Export. Clicking on the Select Pay Statement Types icon displays a screen that allows you to specify the Pay Statement Types used to filter the exported data. Clicking on the Add Pay Statement Type icons next to the Pay Statement Type will add Pay Statement Types to the Selected Tab, one at a time. To select multiple Pay Statement Types, click on the check boxes next on the Pay Statement Type rows, then click on the Add Selected button. Click on the Selected tab to verify the list of Pay Statement Types. When the list is correct, clicking on the Use Filter button will include data related to the specific Pay Statement Types in the export. 5

7 System ID Column Added to Labor Distribution Reports WFR-53531: A System ID column can now be added to all Labor Distribution reports. The System ID column uniquely identifies each line item in the report. The column can be added to the reports by clicking on Select Columns and choosing System ID. Once added, the column can be used to sort and filter data in the report. At the Admin level, the System ID column can be added to the Labor Distribution (Rollup) report under Reports > Payroll Reports > Labor Distribution > Labor Distribution (Rollup). At the Client level, System ID column is now available in the following reports: Labor Distribution Profiles under Company Settings > Profiles/Policies All Labor Distribution Profile Allocations under Company Settings > Profiles Policies > Labor Distribution Labor Distribution under My Reports > Payroll Labor Distribution (Summary) under My Reports > Payroll Payroll Quick Links, after clicking on the View/Edit Payroll button under Manage Payroll > View All Payrolls Both the Regular Labor Distribution and Labor Distribution Summary reports can be accessed from this path. 6

8 Utilities, after navigating to Manage Payrolls > View All Payrolls, View/Edit Employee Statements icon, clicking on the View/Edit Pay Statement icon next to a pay statement, and clicking on the Utilities button. The Labor Allocation report now contains a System ID column by default. 7

9 Vendor Payments Included in the Recap/Funding Report Prior to Finalization WFR-49203: Vendor payments are now included in the Payroll Recap & Funding report, prior to payroll finalization. Vendor payments can be seen in the report after payroll is closed, submitted or finalized. The Payroll Recap & Funding report is available in the Payroll Recap Funding link in the View Payroll step of the Payroll Prep Process, in the Payroll Quick Links, or directly under My Reports > Payroll > Payroll Recap & Funding. 8

10 Note: The Recap section of the Payroll Recap/Funding report will not be updated prior to payrolls being finalized. The cash requirements section of this report can currently only be populated with data once the payroll has been finalized. 9

11 Resolved Issues The following issues have been resolved with this release. Footnote Field in Earning Code Does Not Feed Through to PST WFR-37292: Footnotes associated with Earnings Codes based on Reimbursement Earning Code now appear in Pay Statements. Previously, if an earnings code was a rollup of a Reimbursement Earnings Code that displayed as a negative deduction in the pay statement, the footnote was dropped from the earnings code in Pay Statements. Manager Incorrectly Has Access to All W2 Amounts WFR-47633: From Reports > Payroll > Forms W2s (Summary), managers can now only see data for employees that belong to their group. Previously, totals in the summary included data from some employees who did not belong to the manager s group. Mass Edit Deleted Garnishment Scheduled Deduction Settings WFR-28826: The amounts on Garnishments are now being retained after a Mass Edit is completed under My Employees > Employee Payroll Maintenance > Scheduled Deductions for a different setting. Negative Pay Error in the Pay Statement. Previous Pay Statement Had Finalized Arrearage Adjustments WFR-21983: Negative pay errors no longer occur in pay statements if employees do not have sufficient funds to withhold scheduled deductions. If there are insufficient funds to withhold the deduction, the arrearages are managed according to the specified arrearage function associated with the deduction. Second Autopay Amount in Pay Statement WFR-48511: Autopay amounts are now calculated correctly when new rows are manually added to a pay statement and the earnings code in the new row is the same as the employee s Autopay earnings code. Previously, a second, unearned Autopay amount was included in the pay statement in addition to the amount in the manually added pay statement row in this case. PII Audit Report Displayed System Admin Name WFR-47362: When a user logs in as a System Administrator and views the PII Audit report under My Reports > System > Audit Trail > PII Audit, the Shadow/Login As User First Name and Shadow/Login As User Last Name fields now display System Administrator instead of the actual name of the user when the report is being viewed from within a Client Company. The actual name of the System Administrator will only be visible when the report is run from within an Admin Company. Editing Pay Statements for Employees with Closed Manual Checks 10

12 WFR-24806: When users edit regular pay statements for employees with closed manual checks, they will no longer see errors for the closed manual pay statements when they try to save and update a payroll. An issue, which occurred only when rate tables were enabled for the employee s account, has been resolved. Salary Amount Doubling when PTO Hours Entered for Exempt Employees WFR-50776: Autopay amounts are now displayed correctly in pay statements for salaried exempt employees when an earnings code that reduces base compensation is used in the employee s pay statement and the employee has an Autopay Schedule assigned. Previously, duplicate rows for both the autopay amount and the base compensation reduction were displayed in the pay statement after adding an earnings code to reduce base compensation and saving the pay statement. Admin Resolved Issues The following administrative issues have been resolved with this release. Historical Pay Statement Not Working with Security Settings WFR-48193: Users will no longer have the ability to view, edit or add historical Pay Statements to a Payroll unless the View/Edit/Add and the Historical checkboxes for Pay Statements are checked in their security profiles. This is true even if the default Pay Statement Type for a Payroll is not Historical. 11