Payroll

access level payroll advisor (full access), manager (full access), enrollment specialist (view only) module leads → lead card this workspace provides an overview of the payroll customer settings automatically created once a client completes their onboarding process and submits the enrollment questionnaire the payroll customer record is created when the client is sent to bind and a completed questionnaire is attached ✅ note this tab is also accessible from the payroll dashboard any edits made here or from the dashboard are synchronized in real time ⚙️ payroll details this section displays the client’s payroll setup information, originally captured from the enrollment questionnaire users with the correct access level can review or update key fields as needed 🔧 core payroll settings field description employee payment method how the client pays employees (e g , net checks, direct deposit) processing day the weekday used by our team to process payrolls payroll cycle defines the client’s payroll start and end days payroll check day the day employees receive pay invoice payment method how the client pays their invoices (credit card, ach, etc ) delivery method determines how check stubs or confirmations are delivered ee wc minimum minimum per employee charge when no wages are reported client wc minimum flat rate charge applied to the account instead of per employee wos fee fee for a waiver of subrogation certificate endorsement (default $200) payroll status indicates client standing (active, pending cancellation, cancelled) cutoff displays cutoff tag if the client was bound under a cutoff program 🔗 learn more waiver of subrogation (wos) docid\ us7w0f22e1d0td59kzjee 📊 reporting & frequency field description reporting source indicates how the client reports payroll data updated naming convention • ppm mobile app • ppm client portal • pro software portal (formerly “payroll software portal”) • email • phone payroll frequency defines how often payroll runs (weekly, biweekly b1/b2, semi monthly, monthly) auto reporting new toggle enables automated processing logic for auto clients on the payroll dashboard when active, the system flags the record as “auto” and bypasses manual reporting tasks 🛠️ processing program & service tier field description processing program the assigned program level (advisor express, yeo, enterprise) service tier (lead card) auto synced upon client binding locked once linked to prevent mismatch ⚡ feature settings (new section) the feature settings panel consolidates all optional client specific configurations into a single area for faster setup and visual clarity each toggle activates backend logic that aligns with related workflows and data dashboard tracking feature function payment approval required enables the pending approval workflow for clients that must approve payroll before submission pending approval payroll docid\ netx odgrwcvrsmsixcbz wire bypass exception marks cornerstone clients to process as ach instead of wire wire bypass workflow docid rw1gtal7 ueergjyc o time & attendance , pto , certified payroll activates data dashboard tracking flags and pro software integrations time & attendance, pto, and certified payroll setup docid\ tacy g7ztfm405zlrnqv3 safety program , health insurance , 401(k) flags service specific tracking requirements for each carrier deductions / garnishments , life insurance , itin employees enables or disables visibility of these modules in downstream payroll workflows 📌 tip all toggles in this section can be modified post bind as client programs evolve changes here instantly update the payroll dashboard flags and client data visibility 📬 delivery method cheat sheet the system sets the default delivery method based on selections made in the enrollment questionnaire this setting is critical because it determines how the payroll dashboard processes payrolls and manages client notification attachments selecting the correct delivery method ensures all workflows and communications are triggered properly from questionnaire option default delivery method check delivery (fedex) fedex self check printing email direct deposit email self check printing + direct deposit email check delivery (pick up) pick up check delivery (fedex) + direct deposit fedex check delivery (pick up) + direct deposit pick up payroll history the payroll history subsection provides users with a comprehensive view of all completed and pending payroll records for the customer, along with the current invoice amount and a full history of past invoices to access payroll records select payroll history and select the active account the account status will reflect the customer's current status on the payroll dashboard if a client was cancelled and later reinstated, multiple accounts may be available the most recent account will always appear at the top of the list reinstated payroll accounts now display the carrier name (e g , " compeo " or " peopaygo ") alongside the account id, making it easier to identify accounts when clients have worked with multiple carriers ✅ success for more detailed information, please refer to payroll history (the content is identical but offered separately for easier access across different teams ) upon selecting an account, two subtabs will be displayed overview displays the current payroll settings associated with the account, representing the payroll customer profile payrolls lists all payroll records processed for the selected account select a payroll record to view its details, mirroring the view in the payroll card payroll record notes & activities inside the overview and payroll tabs, users can access the notes to add information pertaining to the customer payroll record notes & activities does not auto archive after a client is marked as cancelled note retention after cancellation when a customer is cancelled all payroll notes and activities remain in the system notes can be accessed through the payroll history tab historical notes provide valuable context for reinstated customers audit trail remains intact for compliance purposes next steps after managing the customer's payroll settings accounting tab review payment methods and billing information payroll dashboard process active payrolls payroll card overview learn detailed payroll processing 📚 quick reference need help with terminology? check our januscrm glossary & acronym index for definitions of all terms used in this documentation