Payroll Balancing Basics PDF 8 Jul 2020 Gross Pay

U.S. Department of Labor PAYROLL

DOL and federal contracting agencies receiving this information review the information to determine that employees have received legally required wages and

PUBLIC WORKS PAYROLL REPORTING FORM

PUBLIC WORKS PAYROLL REPORTING FORM. Department of. Industrial Relations. Page ______ of ______. NAME OF CONTRACTOR: CONTRACTOR'S LICENSE NO.: ADDRESS:.

Payroll Balancing Basics

8 Jul 2020 Gross Pay Templates. Example #1 – Certificated Base + Stipends Gross Pay Calculation Template. Adjust Payroll Record – Employee Payroll ...

SAMPLE PAYROLL REPORTS

26 Nov 2014 SAMPLE PAYROLL REPORTS ... This report displays the payroll details of every check generated for the current payroll run. Employee.

U.S. Department of Labor PAYROLL

DOL and federal contracting agencies receiving this information review the information to determine that employees have received legally required wages and

Copy of certified payroll report form

Payroll No. For all apprentices performing work during the reporting period attach a copy of the ... MASSACHUSETTS WEEKLY CERTIFIED PAYROLL REPORT FORM.

Example Report for Payroll Info for PPPL.xlsx

This report provides payroll data needed to complete the SBA loan application under the CARES Act Paycheck Protection Program (PPP).

EXAMPLE OF ANNUAL REPORT

Five of the 60 Field Audit Acceptance Sample cases failed. Two cases failed because the verification of the payroll posting system was not completed from a

Payroll Query Instructions

CSV file produced by your payroll report generator and PASTE the data into the. PAYROLL TEMPLATE provided on the Dealership Workforce Study website.

Form 941 (Rev. June 2022)

Report for this Quarter of 2022. (Check one.) 1: January February

Sage 100 Payroll Report Samples

This document contains representative samples of the reports available in the Payroll module Samples of the following reports are included ACA Applicable Large Employee Report o Employee Details o Totals Only Check and Stub Check History Report Check Register Company Tax Group Listing Daily Transa ction Register Deduction Code Listing

CERTIFIED WAGE AND HOUR PAYROLL TEMPLATE - Smartsheet

payroll payments of the fringe benefits as listed in the contract have been or will be made to appropriate programs for the benefits of such employees except as noted in Section4(c) at right WHERE FRINGE BENEFITS ARE PAID IN CASH CONTRACTOR OR SUBCONTRACTOR that during the payroll period commencing on: BUILDING OR WORK START DATE

PAYROLL SERVICES STANDARD PRACTICE GUIDE

Payroll Time Entry – Individual (Paper) Time Sheets Collecting Time and Attendance Employees submit their daily hours worked and exception time used during the pay period Approving Time and Attendance The employee and supervisor (or proxy) sign off on the time reporting document

Form 941 for 2023: Employer’s QUARTERLY Federal Tax Return

Form 941 for 2023: (Rev March 2023) Employer’s QUARTERLY Federal Tax Return Department of the Treasury — Internal Revenue Service Employer identification number (EIN) 950122 OMB No 1545-0029 — Report for this Quarter of 2023 (Check one ) Name (not your trade name) Trade name (if any) Address

Standard Payroll Report Instructions

Standard Payroll Report Instructions 1 Review the Sample Payroll Report 2 Review the Payroll Report Field Definitions 3 In your payroll software create a custom report using the Sample Report as your guide Include every employee working at your club during the most recently completed calendar year 4

le d-ib td-hu va-top mxw-100p>Generate Payroll Paystubs - Multiple Paystub Templates

The Advances Overview report consists of two pages The first page (“Advances – Requests per Employee with Installments”) shows requests made by employees along with the corresponding installments The second page (“Advances Overview – Eligibility”) lists all advance types and the eligibility criteria

What are the reporting methods for payroll?

The reporting methods are payroll time entry, department time entry, and web time entry. Regardless of the reporting method, the department is responsible for maintaining internal controls for the payroll process. Segregation of duties needs to be established to ensure one individual is not recording, approving and reviewing the payroll.

How do employees submit a time sheet to payroll services?

Employees submit their daily hours worked and exception time used during the pay period. The employee and supervisor (or proxy) signs the completed time sheet. The timekeeper, approver, or proxy will deliver the completed form to Payroll Services. Employees should not deliver their approved time to Payroll Services.

What is a Certified Payroll Professional (CPP)?

Management encourages employees to pursue the American Payroll Association’s Certified Payroll Professional (CPP) designation. The CPP is awarded to individuals who have passed a rigorous exam covering payroll administration, systems, and payroll accounting; meet a mandatory experience requirement; and commit to continuing professional education.

Payroll Balancing Basics

July 8, 2020 via Zoom

House Keeping

Please Mute Audio, Video Optional

Update Zoom Display Name

Use the Chat Box for Questions

Training Goals

Review Payroll Guidelines

Creating Balancing Spreadsheet

Balancing and Auditing Payroll

Understanding and Using Payroll Reports

Resolving Pay Errors

Payroll Submission

Provide Payroll users knowledge and tools in

balancing to gross pay outside of Escape and understand accurate payroll submission.

Payroll Guidelines

Reference Documentation

¾Published Salary Schedules

¾Published Stipend Schedule(s)

¾Published School Year

Calendar

¾List of Add-ons

¾Bargaining Unit Agreements

¾Memorandum of Understanding

¾List of Reduced Workload Employees

¾Benefit Plans and Rates

¾Section 125 Vendor, Plans, and Rate

Sheet

¾Deductions

¾Union Dues Structure

¾Account Code Cheat Sheet

¾District Directory

¾Payroll Duties Annual Timeline

Payroll Guidelines

Forms and Procedures

9Personnel Action Form (PAF)

9Use for New Hires, Changes,

Terminations

9New Hire Checklist

9SSN Verification

9New Hire Reporting to Employment

Development Department (EDD)

9Direct Deposit

9Section 125 -Premium Only Plan (POP)

Enrollment

Page 1-16

9Escape

9Employee Management Tab Dates

9STRS/PERS Codes

9Affordable Care Act (ACA)

9Healthy Workplace Healthy Family Act of

2014 (AB 1522)

Introduction

Todays Topics

Gross Pay vs. Net Pay Basics

Pay Periods and Pay Cycles

Basic Gross Pay Calculations

Share and Review Gross Pay Templates

Hands on Gross Pay Exercises

Basic Payroll Calculation verification in

Escape

How to calculate pay for your

Gross payis the amount you

owe employees before withholding taxes and other deductions.

Gross payis NOT the

amount youpayyour employee.

You must usegross

wagesto calculate your employees'net wages.

Gross Pay

amount an employee earns in a specific time period before any deductions

Net Pay

amount an employee earns in a specific time period after deductions

Net payis what an

employee takes home after deductions.

What items are needed to Calculate

Gross Pay?

Pay Cycles

Pay Cycles define the pay periods and pay dates, for a group of employees.

They also define:

actual hours in the pay period. When certain deductions will be taken, if there is more than one pay period in a month.

Pay schedule type.

Pay Cycles

Regular School District Pay Cycles

Paid Once a Month

Independent Charter Pay Cycles

Paid Semi-Monthly

Gross Pay Basics

Annual Salary to determine Monthly Amount

Gross Pay Basics

Monthly Gross

Gross Pay Basics

Monthly Gross over 12 Pay Periods

Gross Pay Basics

Semi-Monthly Gross

Gross Pay Basics

Semi-Monthly Gross over 12 Pay Periods

Gross Pay

Calculations and

Templates

Balancing to Gross Tools

Recap What do you need to be able to calculate Gross Pay?

District Calendar

# of Pay Periods

Salary Schedule/Placement

Stipend or Addon Amount

Annual, Monthly or Hourly

Calendar Examples

Salary Schedule Examples

Gross Pay Templates

Example #1 -Certificated Gross Pay Calculation Template

Gross Pay Templates

Example #1 -Certificated Base + Stipends Gross Pay Calculation Template

Employee Management Record -Employee Snapshot

Gross Pay Templates

Example #1 -Certificated Base + Stipends Gross Pay Calculation Template

Adjust Payroll Record -Employee Payroll Snapshot

Gross Pay Templates

Example #2 -Certificated Gross Pay Calculation Template

Late Hire September 14

Gross Pay Templates

Employee Management Record -Employee Snapshot

Example #2 -Certificated Gross Pay Calculation Template

Gross Pay Templates

SEPTEMBERAdjust Payroll Record -Employee Payroll Snapshot Example #2 -Certificated Gross Pay Calculation Template OCTOBER -MAY Adjust Payroll Record -Employee Payroll Snapshot

Gross Pay Templates

Example #3 -Certificated Gross Pay Calculation Template

Gross Pay Templates

Employee Management Record -Employee Snapshot

Example #3 -Certificated Gross Pay Calculation Template

Gross Pay Templates

AUGUST -MARCHAdjust Payroll Record -Employee Payroll Snapshot Example #2 -Certificated LATE START Gross Pay Calculation Template APRIL Adjust Payroll Record -Employee Payroll Snapshot

Gross Pay Templates

Example #4 -Classified Hourly Gross Pay Calculation Template

Gross Pay Templates

Example #4 -Classified 12 Month Gross Pay Calculation Template JULY -JUNEAdjust Payroll Record -Employee Payroll Snapshot

Gross Pay Templates

Example #5 -Classified Hourly Pay the Days Calendar Gross Pay

Calculation Template

Gross Pay Templates

Example #5 -Classified Pay the Days Calendar Gross Pay

Calculation Template

August -June Employee Management Record -Employee Payroll Snapshot

Templates

Please use the Gross Pay Templates and

Examples

Each Tab has different Templates and Examples

Use the Templates as a Tool or Guide to create

your own balance payroll outside, and inside their payroll system.

Please feel free to use the Chat Box, or ask us

questions.

Remember, your success is our success!!

Helpful Escape Documentation and Tools

Toolsavailable in every activity: How-Tois Escape

Documentation and Tutorialis a video

Escape Online Resources

SCOE Resources

SCOE

Resources

links to the SCOE

Website

Review and Resolve Payroll Errors

Go to HR/Payroll Reports Payroll Pay22

Error Categories:

General

Labor PERS STRS

Click here for Pay22 Report Sample

Labor errors mustbe resolved

in order for payroll to process!!

All errors should be reviewed

and resolved

Example Pay22 Payroll Errors

Recommended to Review for Labor Errors First and Resolve

Use Tools to Help Resolve Errors

Go to How-To to Search in Escape Documentation

Click search

Click on the title of the search results to get more information

Click here: Resolving Pay Compute Errors

Errors Listed by Category then by Code

¾Scroll to search through the list

Example Pay22 Payroll Errors

Labor Code 33

and no account for the expenses to charge

Payroll uses the Assignment Account first

If account can not be located, could be because they do not have a current assignment Possibly open records for Benefits, Deductions or Contributions General Code 29: This deduction was not processed because

Example Pay22 Payroll Errors

Labor Code 17: NO GROSS Addon

Addonrequires a valid account code

First uses the position account, most likely no current assignment Labor Code 4: NO GROSS Addonnot setup to use specified account BENE Benefits only Pay Cycle employees or retirees do not have an assignment, must add a valid account

Example Pay22 Payroll Errors

Labor Code 56: Related to Deductions; the amount distributed is invoiced to the employee. Labor Code 33: Related to Contributions; most likely a result of missing accounts. A contribution code may need to be ended or the account must be added to charge the expense.

Example Pay22 Payroll Errors

Review General Errors and Resolve

General Code 24: The Active Retirement record is missing or ended General Code 29: Deduction can not be taken because it will cause negative net pay. Usually a deduction needs to be ended or the employee needs to be invoiced for the amount. General Code 20: Addonpay rate is missing, need to add or contact IT at helpdesk@scoe.org

Example Pay22 Payroll Errors

General Error Code 26

General Code 26: Employee has negative net pay!

This is a general error; however, payroll can not be processed with negative net pay

Need assistance with adjustments,

contact helpdesk@scoe.org

Example Pay22 Payroll Errors

Review STRS Errors and Resolve

STRS Code 32: STRS Matrix Error: The Earnings Amount is higher

Need to research

Review the snapshot in Adjust Payroll in the STRS Retirement Detail

Review Employee Management Assignment record

Example Pay22 Payroll Errors

Review the snapshot in Adjust Payroll in the STRS Retirement Detail

Notice this employee is FTE 1.2

Can not report more than 1.0 FTE; the additional .20 FTE must be reported as additional earnings with the Assignment Type as EXTRA in Employee Management Assignment record

Example Correct Pay22 Errors

In Employee Management change the Assignment Type to EXTRA

One of the Assignments

must be changed to .40

FTE with PAID Type

Copy the Assignment

update .20 FTE with

Assignment Type:

EXTRA

Review Pay22 Errors Corrected

Review Pay22 Report and Review Snapshot for correct retirement reporting

The position is now split

The Retirement Detail is

now reporting the extra .20 FTE with STRS

Assignment Code 55

and Annual Pay Rate

Rerun the

Pay22 to

verify the error has been resolved

Example Pay22 Payroll Errors

Review PERS Errors and Resolve

PERS Code 45:

oLogin to CalPERS to verify the Retirement Status o, contact Maria Aguayo, PERS Analyst, at maguayo@scoe.org

This error may also occur for STRS

oLogin to SEW (Secure Employer Website) to verify the Retirement

Status

ohave login information, contact AlliBritton, STRS Analyst, at abritton@scoe.org

Example Pay22 Payroll Errors

PERS Code 58: My CalPERS Member Id is not set up

Review in CalPERS for retirement status. Contact Maria Aguayo, usually a timing issue to add in system data.

PERS Code 53greater

Maybe the assignment changed for the new fiscal year and now the employee qualified to PERS mandatorily The employee should be notified, the Retirement record updated and

Notification sent to Maria Aguayo

Form can be found in Escape>SCOE Resources>Forms

Example Pay22 Payroll Errors

PERS Code 31: The Pay rate may be too high for hourly or some cases too low for type of pay. Review the snapshot in PERS Retirement Detail and Reported

Review Pay03 Payroll Detail with Grosses

Go to HR/Payroll Reports Pay03

This report is run every pay date as part of the balancing and verifying that all tasks have been performed before printing checks and transmitting ACH information to the bank.

Recommended to run

By Person Type to

Separate Classified and

Certificated to identify

Deductions

Example Pay03 Certificated

Certificated positions are STRS Retirement

STRS Members do not contribute to OASDI

¾Why could there be OASDI contributions on a Certificated report? A certificated employee could have elected to remain in PERS

Verify in CalPERS and Retirement Tab

Example Pay03 Classified

Classified positions are PERS Retirement

PERS members contribute to OASDI

A classified employee may not have qualified for PERS; therefore not part of a retirement plan and must contribute to OASDI Or a Retiree returned to work, no Retirement, no OASDI

Review Pay15 Pay Difference (Earnings)

Shows at a glance which employee have change in Gross Earnings The report compares the differences between the current pay cycle/period to the previous pay cycle/period

Review the Difference Column

Research why there is a change

Review Pay13 Payroll Adjustments

This report is used for auditing one-time adjustments made to the payroll One-time adjustments to their earnings or deductions Supplemental Payroll is considered all one-time adjustments

Adjustments to assignments

Adjustment to contributions

Adjustments associated retirement information

Review Pay01 Payroll Summary

Review Gross Pay

Review Negative Net Pay

Review Employee Count

Payroll Procedures

Page 17-31

9Enter Pay

9Process Leaves

9Run Reports

9Balance outside of Escape

9Submit Payroll to SCOE

Escape Snapshots

Calendar HR/Payroll Setup Assignment -Calendars Salary Schedule -HR/Payroll Setup Assignment Salary Schedules Employee 99 HR/Payroll Employment Employee Management

Helpful Escape Documentation and Tools

Toolsavailable in every activity: How-Tois Escape

Documentation and Tutorialis a video

Escape Online Resources

SCOE Resources

SCOE

Resources

links to the SCOE

Website

Submit a ticket to helpdesk@scoe.org

Schedule a one-on-one meeting through Calendly

Marie White https://calendly.com/mwhite-22

Tracy Lehmann https://calendly.com/tlehmann-1

Kimberly Lingle https://calendly.com/klingle-1

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[PDF] Payroll Balancing Basics 8 Jul 2020 Gross Pay

What are the reporting methods for payroll?

How do employees submit a time sheet to payroll services?

What is a Certified Payroll Professional (CPP)?

Payroll Balancing Basics

July 8, 2020 via Zoom

House Keeping

Please Mute Audio, Video Optional

Update Zoom Display Name

Use the Chat Box for Questions

Training Goals

Review Payroll Guidelines

Creating Balancing Spreadsheet

Balancing and Auditing Payroll

Understanding and Using Payroll Reports

Resolving Pay Errors

Payroll Submission

Provide Payroll users knowledge and tools in

Payroll Guidelines

Reference Documentation

¾Published Salary Schedules

¾Published Stipend Schedule(s)

¾Published School Year

Calendar

¾List of Add-ons

¾Bargaining Unit Agreements

¾Memorandum of Understanding

¾List of Reduced Workload Employees

¾Benefit Plans and Rates

¾Section 125 Vendor, Plans, and Rate

¾Deductions

¾Union Dues Structure

¾Account Code Cheat Sheet

¾District Directory

¾Payroll Duties Annual Timeline

Payroll Guidelines

Forms and Procedures

9Personnel Action Form (PAF)

9Use for New Hires, Changes,

Terminations

9New Hire Checklist

9SSN Verification

9New Hire Reporting to Employment

Development Department (EDD)

9Direct Deposit

9Section 125 -Premium Only Plan (POP)

Enrollment

Page 1-16

9Escape

9Employee Management Tab Dates

9STRS/PERS Codes

9Affordable Care Act (ACA)

9Healthy Workplace Healthy Family Act of

2014 (AB 1522)

Introduction

Todays Topics

Gross Pay vs. Net Pay Basics

Pay Periods and Pay Cycles

Basic Gross Pay Calculations

Share and Review Gross Pay Templates

Hands on Gross Pay Exercises

Basic Payroll Calculation verification in

Escape

How to calculate pay for your

Gross payis the amount you

Gross payis NOT the

You must usegross

Gross Pay

Net Pay

Net payis what an

What items are needed to Calculate

Gross Pay?

Pay Cycles

They also define:

Pay schedule type.

Pay Cycles

Regular School District Pay Cycles

Paid Once a Month

Independent Charter Pay Cycles

Paid Semi-Monthly