Tips & Tricks for Payroll

General

1.Name/Number Drop Down Search

TRICK

Main Menu / System / Controls / Dropdown Fields

2. Secure your office/executive payroll from general users.

Tip

Main Menu / System / Security / Company / Users Tab

3. Use Keyboard Shortcuts to speed you up!

Tip

4. Set Up Favorite “Go To” documents & websites in

Foundation’s “Custom” area and then drag it to your quick links.

TRICK

Maintenance

5. Need to make a mass change to your employees’ files? Use

the “Quick Query” or “SQL” feature.

TRICK

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

employees.

TRICK

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.

Tip

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

Tip

9. Tax Table UpdaterUpdates all 50 states and some

localities.

Trick

Server Computer/ Server Console 3400 icon/ Tax Table Tab

Daily

10. Recurring Time CardsTrick

- 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

Trick

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.

Trick

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

payroll.

Trick

14. Direct Deposit Export File can be regenerated and resubmitted if

the bank has not processed the file.

Trick

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).

Trick

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)

Trick

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.

Tip

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.

Tip

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.

Trick

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.

Tip