Detailed breakdown of Processing fit, features and insight.
Your Workzoom Coach will seek to understand how you do business while demonstrating Workzoom’s functionality and how it can be fit to suit your needs.
What challenges do you face when processing pay currently?
Who is responsible for processing pay?
What are your key processing dates and pay frequencies?
The success of Workzoom depends on you and your team communicating with your Coach! To make the most of Workzoom we will work together to:
Articulate your business requirements for payroll set up (frequency, key processing dates, business numbers, and corporate bank accounts)
Understand your recurring allowances, earnings, deductions, and taxable benefits
Outline needs for ad hoc, infrequently used pay codes
Review data audits available in pay processing
After fitting Workzoom to you, you will be able to:
Automate payroll inputs from personnel data, time & attendance, benefits, and expenses (as applicable based on subscription)
Validate, process, and disburse accurate payroll
Audit payroll with detailed payroll registers and ad hoc reporting to the pay entry level
Process Records of Employment (Canadian Payroll)
Process post-pay adjustment through extra pays, pay reversals, or YTD adjustments
Upload pay entries en masse through pay entry batch(es)
Record employee non-basic tax exemptions
Process and validate recoverable advances
Automate statutory holiday averaging calculations
Automate monies owed for retroactive salary changes
Auto generate ACH bank files to disburse employee funds direct from your business account.
Capture taxes, travel per diems, mileage rates etc. through online expense statements with appropriate approvals.
Capture receipts electronically attached to expense statements.
Pay commission to employees.
Pay employees by direct deposit or by cheque.
Capture banking details for employees including multiple accounts defined for split payments either by a flat dollar amount or a percentage of pay.
Track salary, hourly, commission, piece rates, stipends, etc. with effective dates for full visibility into current compensation and history.
Generate pay stubs and provide access to current and historical stubs through employee self service.
Process off-cycle payrolls such as bonuses, commissions, extra pays, retro payments, termination pays, pay reversals.
Use standard pay codes as is, easily adjust existing ones or configure your own.
Upload bulk pay entries of any type (time or money).
Run payrolls on a quarterly, monthly, semi-monthly, bi-weekly, or weekly frequency.
Calculate payroll taxes for Canada, the United States and Bahamas.
Manage manual or auto progressing pay scales based on seniority or hours worked with data effective rates.
Auto generate payroll audits every time pay is calculated.
Process one or multiple payrolls for different sets of employees and businesses.
Generate an excel based payroll register at any time to audit the payroll figures.
Collect pay entries and calculate payroll in real time including time, time off, benefits, recurring entries, etc.
Record recurring payroll entries for an employee such as a social committee deduction, union dues etc.
Automatically calculate and generate retroactive pays due to wage changes en masse or individually.
Manually or auto generate ROE for terminated employees and those going on long term leave.
Generate ROE Web flat files for easy upload to ROE Web.
Track individual job rates for employees paid different rates for different jobs.
Split employee pay deposits across multiple bank accounts by percentage, flat dollar amount and remaining.
Automatically calculate statutory holiday averaging for hourly employees.
Employees can submit expense statements which once approved can flow directly into payroll for processing.
Rely on up-to-date tax rates and tables.
How long is it taking to process a ROE?
What bank transmissions have generated?
What is the volume of deductions by type?
What are employee earnings by type or pay code?
What are employees paying for benefits each month?
Which employees have garnishments being deducted?
Which employees have pay splits?
What is the organization paying for benefits each month?
What is the employee and employer benefits spend month over month, or year over year?
What is the trend for expenses over the past 6 months, 12 months, etc.?
Who has an expense statement that hasn’t been processed for payroll?
How much are fringe benefits costing?
Who is receiving fringe benefits in the company?
What is contributing to gross pay?
How does gross pay compare to last period? Is it costing more? Are there unexpected increases this period?
Who is submitting the most expenses and the most expensive? Who are the big spenders and why?
What manual entries were there in the period?
Which employees have a declining balance sundry?
What is the source of pay entries (manual vs. generated) and how much are there of each?
What pay runs have generated? What state/status are they in?
Who is paid by cheque vs. deposit?
What are the organization’s pay dates?
What data changes were made that could impact payroll (from HR, benefits, etc.)?
How much paid leave was taken this period?
What is in the pay run prior to the period start date?
What pay entries were in a specific pay run, for a specific person, or over a specified period?
Why are ROEs being issued? How many are issued for leaves vs. terminations?
What ROEs have been issued? Compared to last year?
Who has which type of sundry and how much?
What are the current taxable benefits?
Who is owed an ROE that was terminated or on long term leave?
What are the most frequent expenses being charged?
Are there any issues with the bank transmission for data?
What bank transmission files have been created and what was in them?
Are there pays that have not been calculated? Which ones?
Are there pays where net pay does not equal the pay clearing? Which ones?
Experience Workzoom live! Get your questions answered and learn how the Workzoom team will work with you to fit the solution to your needs while ensuring you see value right away.
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