Expedited Payroll

access level enrollment specialist (full access), payroll advisor (full access), manager (full access) module enrollment dashboard, payroll dashboard, data dashboard this document outlines the automated process that occurs when a customer is flagged for expedited payroll during the enrollment phase expedited payroll is triggered when a customer needs to process their first payroll quickly after being bound ✅ success each step is system driven — no manual input is required unless specified when expedited status is applied 🔄 automated the system automatically assigns the expedited payroll flag when the first check date falls within five business days of the bind date this applies regardless of which day of the week the bind date occurs ⚠️ warning payrolls scheduled for the week following the bind date (not same week) are still possible if the customer was bound on a wednesday, thursday, or friday step by step process step 1 enrollment questionnaire submitted user submits the enrollment questionnaire system checks the first check date against the bind date if within five business days, expedited flag is automatically applied step 2 expedited tag applied in data dashboard 🔄 automated the system tags the request as expedited places it at the top of the queue in new client tab employee onboarding tab 📌 tip expedited requests receive priority processing to ensure timely completion step 3 payroll record automatically created once the new client request is completed 🔄 automated a interim payroll record is created with start date bind date end date 1 day before first check date check date first check date processing date 2 business days before check date tag expedited processing program automatically assigned based on customer service tier enterprise customers → enterprise program whiteglove customers → whiteglove program express customers → advisor express program ℹ️ note the system now correctly assigns processing programs based on the customer's service tier designation from their enrollment ℹ️ note only regular payroll records on the payroll dashboard are visible to customers for reporting in the mobile app and client portal update a future enhancement is planned to allow expedited interim payroll records to appear in the mobile app and client portal , enabling clients to view and report on them directly step 4 second interim payroll record created (if scheduled) 🔄 automated on friday reset , the system checks the payroll schedule report in prosoftware if the customer appears for the following week a second payroll record is added to the payroll dashboard step 5 notification sent to payroll advisors 🔄 automated upon binding, if the customer is marked expedited an automated email is sent to the assigned payroll advisor email includes customer details and first check date step 6 line items integrated in prosoftware the first payroll record appears in the payroll dashboard as a regular line customers can report hours via the mobile app or client portal users manually add the second interim line item in prosoftware on friday , the second line item becomes visible on the payroll dashboard for internal users and to the customer in the mobile app and client portal visual indicators expedited customers display expedited flag in data dashboard expedited tag on payroll records priority placement in processing queues timeline example day event monday customer bound monday expedited flag applied (first check friday) tuesday new client task processed tuesday first payroll record created wednesday customer can report via app friday payroll processed troubleshooting & escalation common issues expedited flag not applied symptoms customer needs expedited processing but no flag possible causes first check date calculation error bind date not properly set manual override needed system calculation delay resolution steps verify first check date in questionnaire confirm bind date is accurate calculate business days manually contact manager for manual flag payroll record not created symptoms no payroll record after new client completion possible causes new client task not completed system creation delay prosoftware sync issue missing required data resolution steps verify new client task status wait 30 minutes for creation check prosoftware directly create manually if needed customer cannot see payroll in app symptoms payroll record not visible to customer possible causes interim record instead of regular app sync delay customer access issue wrong payroll type resolution steps verify record type is regular ask customer to refresh app check customer's app access recreate as regular if needed when to retry vs escalate retry these actions 🔄 wait for system automation 🔄 refresh dashboards 🔄 app synchronization 🔄 manual record creation escalate immediately for 🚨 missing expedited customers 🚨 system not creating records 🚨 multiple customers affected 🚨 first payroll at risk escalation process level 1 team lead/manager manual expedited flags override date calculations priority processing approval first payroll concerns level 2 it help desk automation failures system flag issues record creation problems integration errors how to submit an it help desk ticket 📌 tip see how to submit a support ticket for detailed instructions quick reference navigate to help in the navigation bar select it help desk include customer name, dates, expected behavior screenshot enrollment questionnaire dates note urgency due to expedited status best practices 📌 tip monitor expedited customers closely to ensure timely processing check data dashboard daily for new expedited requests prioritize expedited new client tasks verify payroll record creation immediately communicate with customers about tight timelines related processes expedited payroll connects to new client processing in data dashboard employee onboarding for expedited employees enrollment questionnaire date settings payroll dashboard record management next steps after understanding expedited payroll new client process expedited setups payroll dashboard overview manage expedited records data dashboard overview monitor expedited tasks 📚 quick reference need help with terminology? check our januscrm glossary & acronym index for definitions of all terms used in this documentation questions about permissions? review the user roles & permissions matrix to understand access levels