Payroll Features ETA and CDD
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Transcript of Payroll Features ETA and CDD
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2011 User Conference
Payroll FeaturesPayroll FeaturesETAETAand and CDD CDD
2011 User Conference2011 User Conference
Valerie AhlersValerie Ahlers
Jerome SprecherJerome Sprecher
Pat BadgerPat Badger
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2011 User Conference
PayrollPayroll• Class objectives
– ETA-Employee Time and Attendance– New Features in PR– Maintenance– EOY Procedures– Q & A– CDD
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PR-EnhancementsPR-Enhancements• Tax Checks use GL location from
Constants File (U3CONST)• Hand Checks (reversals) added
Employer portion of FICA & Medicare• Suffix added to Employee Master
(U3EMAST)• Negative deductions calculate in
totals in U3PTIME
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EnhancementsEnhancements• Vacation/Sick /PTO Remaining show in
U3PTIME and Standard Time file• Electronic UI• Electronic W-2’s
– Deductions– State Requirements
• E-mail Pay Stubs-V7– Set up for e-mail program-eDocuments
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PR- Employee MasterPR- Employee Master• Added Suffix-Used for W-2’s
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PR-Standard Time FilePR-Standard Time File• Adjust to Withholding• PTO, Vacation/Sick remaining
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PR-Constant File-Tax Check PR-Constant File-Tax Check to GL Locationto GL Location
• Tax checks use Loc from Constants
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PR-U3PTIMEPR-U3PTIME• PTO/VAC/SICK-shows remaining hrs.• Multiple Workcodes/Multiple Pay
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PR- U3PTIMEPR- U3PTIME• Negative deductions showing
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PR-Hand Check Entry-Opt 9PR-Hand Check Entry-Opt 9
• Key in Employer FICA and Medicare
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PR-E-MAIL DD PAYSTUBSPR-E-MAIL DD PAYSTUBS
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PayrollPayroll
Maintenance
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PR-ACH File MaintenancePR-ACH File Maintenance
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PR-Deductions FilePR-Deductions File
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PR-Federal Tax InformationPR-Federal Tax Information
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PR-State Tax InformationPR-State Tax Information
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PR-Check Print OptionsPR-Check Print Options
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PR-Check Print OptionsPR-Check Print Options
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PR-Reg. Entry Time File-PR-Reg. Entry Time File-U3PTIMEU3PTIME
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PR-Special PR OptionsPR-Special PR Options
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PR-Pay Period ReportsPR-Pay Period Reports• U3PPR0-Wage Distribution• U3PPR1-Payroll Register• U3PPR2-Deduction Register
• READ THESE CAREFULLY!• If you do NOT get the Deduction
Register-then you have a negative check
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PR-Printing ChecksPR-Printing Checks
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PR-MergePR-Merge
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PR-ACHPR-ACH
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PR-Tax ChecksPR-Tax Checks
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PR-Hand ChecksPR-Hand Checks• Used to Reverse Payroll Check• Use PR reports to fill in information• Check employee information after
merging• WILL NOT GENERATE A CHECK
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PR-Reprint Pay StubsPR-Reprint Pay Stubs
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PR-Employee LabelsPR-Employee Labels
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PR-W-2’sPR-W-2’s
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PR-Electronic File-W-2’sPR-Electronic File-W-2’s
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State Unemployment FilingState Unemployment Filing• Have added North Dakota, Colorado,
Michigan and Idaho• Looking at adding Iowa and
Washington• Have changed format for WIS• Anyone else?
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EOY ProceduresEOY Procedures
•Be sure you are current on your PTF’s–Changes made frequently so check often
–Last minute changes may be made
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EOY Unemployment FilingEOY Unemployment Filing• Follow same steps as before
– run other reports needed (labor, deduction, vac/sick, etc)
– create 4th qtr. File– when all through, opt. 6 to clear year– run reports and balance
• -this creates files with U3emaxx, U3pyexx, etc with the year (ex. 11) that is used for W-2’s (be sure info is correct before clearing)
– change tax tables for new year
– can do first PR of 2012
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PR EOY ProceduresPR EOY Procedures• Do Not change your Fed., State, Local &
School Tax Tables until AFTER doing Option 6 to clear the year
• The files saved off with the year are:– U3EMAxx, U3EDUxx, U3PDUxx, U3PYExx,
U3PYHxx, U3FDTxx, U3STTxx, and U3VACxx.
• Just making copies of some files so may take longer to run.
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Electronic Filing- W-2’s and Electronic Filing- W-2’s and UIUI
• Need Client Access to make transfer to PC• W-2’s- do practice ones on PLAIN PAPER until
you verify all info is correct-keep your correct copy as a file copy
• Run on correct forms– difference in printers for alignment
• Check out Govt. BSO website for preview of W-2’s with Accuwage– New download each year, print off verification– Check file with notepad
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State W-2’sState W-2’s• Need to check with your state if they
accept electronic W-2’s– EFW2 format– Some states require additional info
• MN-Preparer’s name and state tax ID• ID- RV record- state info-looking to add• Other states- check and let us know
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Electronic FilingElectronic Filing• Both W-2’s and UI are in EFW2
format• Have until the end of month following
the EOQ for UI and March for W-2’s but don’t wait too long due to high volume (W-2’s for state-check your state’s information)
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PayrollPayroll• Any questions?• Thanks for your input and sharing of
information