Overview

The following steps are necessary to complete a successful payroll implementation:

• Configure Payroll Preferences  including initializing the timeclock to create weekly time periods records 
• Create AP Vendor records for payroll liabilities
• Configure settings in the setup for Legal Entity, for Default Pay Legal Entity, Federal Tax ID, State settings for unemployment taxes (SUTA/FUTA) and withholding
• Enter Holidays for the year
• Create a 401K plan if applicable
• Enter the SUTA tax rates for each state
• Create deduction records where necessary
• Create/configure Jobs including financial categories and workers comp codes for each state
• Set the labor defaults for each job code
• Enter Workers Comp rates
• Review Absence reasons
• If the system will calculate PTO accruals, a PTO procedure will need to be set up.  This will involve either as sytem-defined procedure or a custom developed procedure (nexsyis development)
• Set/review financial categories, and pay methods for each pay code
• A state tax procedure will need to be created for any state where it does not currently exist (nexsyis development)
• Load tax tables for any new states
• Determine banks where payroll will be paid from, checks and direct deposit
• Create Pay Run templates for regular runs
• Contact your bank to get the formatting rules for the ACH file
• Enter employee information, including rate records, deductions, direct deposit and tax settings
• Set up supervisors and assign employees to supervisors