Tips & Tricks for Payroll

General

1.Name/Number Drop Down Search Main Menu / System / Controls / Dropdown Fields

2. Secure your office/executive payroll from general users. Main Menu / System / Security / Company / Users Tab

3. Use Keyboard Shortcuts to speed you up!

4. Set Up Favorite “Go To” documents & websites in Foundation’s “Custom” area and then drag it to your quick links.

Maintenance

5. Need to make a mass change to your employees’ files? Use the “Quick Query” or “SQL” feature.

6. Use the “Copy” feature when setting up a new employee that is similar to previously entered employees.

7. Employee Numbers cannot be changed. Consider new employee number set up carefully. If you need to change, do so before enter timecards for the upcoming calendar year.

8. Working in a new state? - Enter or enable new state tax table - Enter SUTA rate on that table asap. -Enter a “xxnolocal” local tax

9. Tax Table Updater Updates all 50 states and some localities. Server Computer/ Server Console 3400 icon/ Tax Table Tab

Daily

10. Recurring Time Cards - Main Menu/ Control File/ General Tab/ -Main Menu / Control File / Recurring Tab -Add to employee files -Make “Generate Recurring TCs” part of Payroll Process.

11. Need to give an employee a check early but don’t want to mess up taxes? Change the check date but NOT the post dates

12. You can show the direct deposit allocation on the employees’ direct deposit stubs. Simply set the Print Checks & Direct Deposits screen up and save the defaults.

13. Payment Groups can help you cut multiple checks in the same payroll.

14. Direct Deposit Export File can be regenerated and resubmitted if the bank has not processed the file. Main Menu / System / Purge Data/ PR Purges/Export History

15. Direct Deposit Export File can have the date submitted altered if you need for the Bank purposes (holiday).

Reports

16. Certified Payrolls can settings can and should be saved. Set up all information EXCEPT date and Job. Then choose “Report” and “Save Default” (Note: User Specific)

17. Certified Payrolls should be printed but also saving it as a PDF will prove the information as it existed at the moment when you are printing to send out.

18. Print the Earnings & Deduction reports for the entire calendar year at the end of each quarter and review per employee and look for glaring mistakes before printing 941 quarterly.

19. If you set up the Federal maintenance, you can run your weekly 941 and post the report to automatically create your weekly general journal entry.

20. Allow Foundation to print your 941 Quarterly instead of printing to a form you have to load in your printer. (Note: Foundation will make an update the current year 941 quarterly format available around March end.