Strategies for Optimizing Payroll Effectiveness. Presented by Andre Mayes & Mara Berkun, Learning & Development Specialists, Paylocity

Transcription

1 Strategies for Optimizing Payroll Effectiveness Presented by Andre Mayes & Mara Berkun, Learning & Development Specialists, Paylocity

2 During this session, we will discuss Payroll Data Entry Payroll Procedures Understanding Your Resources

3 Our Mission

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5 Somewhere in a galaxy far, far away

6 Our Mission Distress Signal Detected

7 I ll take this one! Distress Signal Detected

8 Payroll Data Entry Completing Payroll Efficiently and Effectively

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10 Help!

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13 Entry Empire What would you suggest to Michael to make sure he pays the Space Guards correctly and efficiently? A: Review each Check Detail separately B: Modify the Batch Type so that the Entry Type is hours only

14 Entry Empire

15 Entry Empire Michael will continue to make payroll entry mistakes. Michael is sad.

16 The Solution

17 Keys to Success Understanding Batch Types Entry types can be customized Changes to Pay Entry Options are permanent Changes to Pay Entry are one time

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19 Entry Empire Michael needs to find a way to block direct deposit for just one person within a batch. What do you recommend? A: Override the check properties within the batch for the 1 citizen B: Start a batch for the 1 citizen

20 Entry Empire

21 Entry Empire Michael will continue to make payroll entry mistakes. Michael is sad. Let s get Michael back on the right track.

22 The Solution

23 Keys to Success Understanding Check Type Block direct deposit Taxation Block recurring earnings and deductions Check overrides apply to current check only Use View Check Details to preview checks

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25 Entry Empire I know just the solution!

26 The Solution

27 Keys to Success Default Amounts eliminate entry errors Default Amounts can be modified within the Batch

28 Entry Empire You saved Entry Empire. Thanks, Super Mara!

29 Summary We were able to help Entry Empire: Permanently modify payroll batches Override checks within the payroll batch Enter default amounts for a batch

30 Another planet saved from evil payroll mistakes!

31 Our Mission The ThePayroll Payroll Pros again! Pros winwin again!

32 Our Mission Payroll Pros! Come quick!

33 Our Mission

34 Our Mission Verification Nation

35 Our Mission Verification Nation

36 Verification Nation Hilda is looking for an easy way to make sure her payroll was entered correctly before she submits it. What tool would you suggest? A: View Check Details for each employee B: Batch Totals screen

37 Verification Nation

38 Verification Nation Hilda might submit an incorrect payroll batch. Hilda is sad. Let s show Hilda the correct way to help verify her payroll.

39 The Solution

40 Keys to Success Batch Totals can be compared to Control Totals Click Details to make modifications

41 Verification Nation I love the Batch Totals screen!

42 Verification Nation Now, I need help with another situation

43 Verification Nation Hilda needs a way to preview everyone s check within the Batch before she submits it. What would you recommend? A: Pre Process Register B: Payroll Register with YTD

44 Verification Nation Hilda had no idea it was that simple. Hilda is so excited!

45 Verification Nation Hilda might submit an incorrect payroll batch. Hilda is sad.

46 The Solution

47 Keys to Success Pre Process Register found on Batch Totals screen PPR is exact preview of everyone s check Fix errors and run PPR again for updated report

48 I have one more safeguard within Verification Web Pay to show Nation you before I leave.

49 Verification Nation Your planet is called Verification Nation, after all, so you definitely should verify that you have submitted correct payroll information.

50 The Solution

51 Keys to Success Payroll Audits are automatic holds on payroll Payroll Audits must be resolved before payroll submission Release All and Save, if applicable

52 Verification Nation WOW, that s super cool!

53 Verification Nation Is there a way to modify which Payroll Audits appear for my company?

54 The Solution

55 Keys to Success Payroll > Pay Entry Options > Audits De-activate those not needed

56 Summary We were able to help Verification Nation: Review the Batch Totals screen and make quick changes within the batch Check the Pre-Process Register to avoid submitting incorrect payroll View and release Payroll Audits Modify Payroll Audits

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58 Our Mission Another victory for the Payroll Pros! Another victory for the Payroll Pros!

59 Payroll Procedures Understanding Paylocity s Best Practices

60 Meanwhile, on Planet Wisdom World

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63 Emergency!

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65 Wisdom World What would you recommend for Douglas to do about that SUI notice? A: Stare at it indefinitely B: it to

66 Wisdom World Douglas had no idea it was that simple. Douglas is so excited!

67 Wisdom World Douglas won t get his taxes filed properly. Douglas is sad.

68 The Solution

69 Keys to Success to update SUI rates Company > Setup > Payroll > Taxes to confirm rate change

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71 The Solution

72 Keys to Success State and federal rules built into Wage Attachment Wizard Default Calculation Code Check Calculator to test Create Agency Check directly within Wage Attachment Wizard, if needed

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76 Wisdom World How should Douglas fix the Payroll Manager s incorrect check? A: Void the check and use the Check Calculator to create a new check B: Use the Void and Reissue tool in Web Pay

77 Wisdom World Douglas had no idea it was that simple. Douglas is so excited!

78 Wisdom World Douglas doesn t know how to void a check and create a replacement one. Douglas is sad.

79 The Solution

80 Keys to Success Verify check date and employee before submitting Void and Reissue will reissue same exact check Consider the urgency of the void to avoid extra processing fees

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82 Summary We were able to help Wisdom World: Determine the correct destination for changes in State Unemployment rates Use the Wage Attachment Wizard Void and Reissue checks for certain employees

83 Using Your Resources The Answers are at Your Fingertips

84 Using Your Resources Solutions at Your Fingertips

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86 The Solution

87 Keys to Success Help Text is located on every screen within Web Pay On Demand courses available at any time Client Training is free and unlimited!

88 Summary We were able to help the entire galaxy: Locate the Help Text for Web Pay screens Find the Web Pay Admin Training Documents Register for client training courses

89 Game Time!

90 Questions?

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92 Thank you for attending!