Items to consider before Opening a Payroll

Revised:  4/2021

 

1.  Complete all Deduction and Benefit Master additions or changes:  http://help.schooloffice.com/financehelp/#!Documents/humanresourcescontrolcenterdeductionsbenefitsmaster1.htm

 

2.  Update Employee Master records

Ø Add, Change Employee Information option  (Ex: changing W4 withholding status)

http://help.schooloffice.com/financehelp/#!Documents/addchangeemployeeinformation1.htm

 

Ø Employee Contract:  Update employee contracts

http://help.schooloffice.com/FinanceHelp/#!Documents/enteringanemployeecontract1.htm

 

o  Deactivate Payroll:  If payroll has been activated/opened, you will need to Deactivate the opened payroll.  Complete employee contract changes to be reflected in new payroll activation.

 

 

                         

3.  Employee Attendance:  If employee attendance is to be entered with timecards auto created, verify this information has been entered. (Detail for Sick, Personal and Vacation days used)

o  See below link for adding attendance data with a substitute:

 http://help.schooloffice.com/financehelp/#!Documents/enteringemployeeabsenceandcreatingatimecardforthesubstitute.htm

 

o  See below link for adding attendance without substitute:

 http://help.schooloffice.com/financehelp/#!Documents/enteringemployeeabsencewithoutasubstitutetimecard.htm

 

o  See below link for editing/deleting attendance entries:

 http://help.schooloffice.com/financehelp/#!Documents/editingdeletingandattendanceentry.htm

 

3.  When using Employee Portal, if any new employees have been added since last payroll, complete the process of Mass Creating Employee Portal users to add new employees..

o  See below link for adding new employees to the Employee Portal:

   default.aspx?pageid=employees_not_setup_in_employee_look___browse_=_(total)_message_in_payroll_close&SearchHighlight=employee Look & Browse