New Hire Reporting

• Payroll Center>Payroll Activity
• Go to the Employer Changes tab
• Employers = (All Employers)
• Category = Employees/Contractors
• Date range 1 – 15 on the 20th and 16 – EOM on the 5th
• Click View
• Click the excel icon to export the data
• Remove any contractors
• Remove any employees that are “new to us” (coming on with a new client), but not an actual new hire to the company
• If an employee is missing a new hire date, use the date that they were entered into the system (delete the date before moving on)
• Go into each company, select the employee
• Go to the employment tab
• Click the link to download the new hire form next to the hire date field
• Save to folder on Desktop using naming convention STATE – LAST NAME (OK – Smith)
• Once you’ve done this for all of the new hires log in to FaxPlus
• Send the new hire forms in batches by state (or multiple batches if you have more than 10 forms per state) using the fax numbers below

Annual Report Saving

• Go to Firm Administration>Client Management
• Copy list of clients
• Paste into excel
• Create a new list in ClickUp under your To-Dos list and title it Annual Report Saving 20XX
• Paste clients into the list to create individual tasks (you can only paste 100 at a time, so you will need to do this in sets)
• For each client, do the following:
  • Reports>Payroll Set – download and save EVERY SINGLE PAYROLL from the previous year MM.DD.YY
    • https://www.loom.com/share/98d7b671ba3549f6ab88d1062af83fd3
  • Reports>Annual Set – Select “Last Year” and save as Annual Report Set in DropBox
    • https://www.loom.com/share/210ef0e0cf6549228b0a77f17ef04653
  • E-Services>ACH Transactions –
    • from 1/1/20XX to 12/31/20XX
    • keep selection as “both”
    • click View
    • Click the excel icon to export
    • Save as ACH Transactions in DropBox
      • https://www.loom.com/share/e2d88d3e8cfa48d7ada2f54fc3d9702d
  • Payroll Processing>Payroll Register
    • From 01/01/20XX to 12/31/20XX
    • Click View
    • Click the checkboxes for Pay type details and Deduction details
    • Click the excel icon to export the data
    • Save as Payroll Registers in DropBox
      • https://www.loom.com/share/348f05250a464a4eac50c662d977f1fa