Navigate to the Payroll Run Schedule > Review Payroll Schedule
Verify that the dates set up on this screen are accurate based on the clients pay period dates and check dates.
Schedule Report Option
Checks
Delivery Page
Packing List
Payroll Summary
3rdParty Checks
Vouchers
Wrap Instructions
If client is to be a print back client - you can skip this step.
Verify Bank Account
If Client is using a different bank account for pay groups Make sure both pay groups and Bank accounts are setup in the system. Verify which bank account is primary for the client
Add Additional Contacts
Navigate back to Contact and enter All Additional Contacts
Copy and Paste info below in Client notes. Try and fill out as much information as you have.
Input Method: Remote Payroll Funding: Reg ACH Delivery Method: VMR Preprocess Required: NO Withhold Courtesy Locals: Check with client iSolved Time Keeping: NO Onboarding: NO Workers Comp: (Yes or No) (If Yes - OHIO BWC or Alloy) Benefits: (No, Yes, Shopping) 401k: YES Trust: (Yes or NO) Live Checks Note: Best Tomorrow-Delay Garnishment Fee/How Much: $2.00 Labor Posters: YES _____________________________________________________________________ Special Notes: John wants us to call him at 9 am on the Tuesday of the week of payroll.
Give him the totals and liability after you enter the hours. He includes the default salary hours and regular hours as one.
Auditing of Billing
Client Management> Billing > Pay Group Billing
Audit billing to ensure all billing items match quote. Including One-time Tax Set up Fees Etc. Additional billing items can be added now for future start dates. HRB does start billing until services are built and ready for client use. HR Complete and ACA are the exception.
Pay Group Billing If client has multiple pay groups and base billing for anything they will need pay group billing set up.
Verify locals and uncheck the override tier rates.
Updating all Earnings Code
Update Earning Codes Hourly Regular to Regular Overtime Flat to Overtime Salary must be entered under Regular and Edit name to Salary
Tax Maintenace
Client Management > Taxes > Tax Maintenance
Verify Federal and State are correct.
Change date for Isolved Tax to the first of the month of the current quarter.
If any work locations were added, make sure all city and school district are appropriately updated.
Add Additional Work Locations
Navigate to the Addresses
To Add Additional Work Location. You must first put the address thru the tax finder. This includes the work location that gets added during the building of the shell based off of the addresses we enter. The Finder | Department of Taxation (ohio.gov)
School District
Address- Typically, Primary. If different utilize drop down to create new address if required.
Tax Location Code - Geocode populated by iSolved
Description- Typically City State of the location (if multiple locations in same city bemore specific)
District-
SchoolDistrict -
LocationID - Utilized in reports/imports Create based on Description (ex. Columbus, OH- COH01)
Addresses
