About this template
Work type: Payroll
Location: United States
Client industry: Generic
This template includes
- 17 tasks
- 8 client tasks
- Automations
Payroll Setup Onboarding - Patriot Payroll Software
18 downloads| Administrative Setup (Initial) | ||
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| Part I Proposal/Engagement Letter Signing |
Sales Rep
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| Prepare proposal in Ignition |
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| Create client record contact in Financial Cents |
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| Part II Internal Systems |
Admin I
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| Setup Folder Structure in ShareFile |
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| Create Keeper Shared Folders for Passwords |
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| Update Clients Services AirTable Base |
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| Configure Financial Cents Applicable to the Proposal |
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| Create/Update Coda Knowledge base |
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| Part III Client Data Gathering |
Payroll Analysis
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| Client Data Information Requests Client Tasks | ||
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| Provide list of all current and terminated employees for the current payroll year. |
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| Setup onboarding call by clicking here: LINK HERE |
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| Provide the tax withholding information for each employee. |
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| Upload a copy of Driver's License |
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| Upload blank check and last month's bank statement |
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| Upload current year payroll summary data |
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| Upload all payroll tax filings made in current year |
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| Patriot Payroll Setup (initial) | ||
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| Complete Payroll Settings Tab |
Payroll Analysis
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| Complete Paying Employees Tab |
Payroll Analysis
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| Complete Add Employees Tab |
Payroll Analysis
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| Complete Review Setup Tab |
Payroll Analysis
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| Complete Payroll History Tab |
Payroll Analysis
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| Pull YTD date report once complete with entering all data. Match against client report. |
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| Complete Tax Filing Tab |
Payroll Analysis
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| Client Missing Information Client Tasks | ||
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| Provide Tax Deposit Verification Amounts |
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| Patriot Payroll Setup (Final Steps after Tax Approval) | ||
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| Complete Tax Authorization Tab |
Payroll Analysis
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| If taxes already previous pulled (and won't be refunded) from old system, notify Patriot customer service ASAP to stop or adjustment the prefund pull. |
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| Activate Direct Deposit on Account |
Payroll Analysis
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| Change to 3 Day Processing Timeframe |
Payroll Analysis
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| Enter in Employee Direct Deposit Information once Approved |
Payroll Analysis
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| Send Employee Portal Emails |
Payroll Analysis
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| Send Client Access Request and Provide Training, if applicable |
Payroll Analysis
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| Initial Payroll Run | ||
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| Run Initial Payroll and Validate All Data |
Payroll Analysis
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| Compare Payroll in Patriot to Last System's Payroll Run |
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| Double Check Direct Deposit |
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| Administrative Setup (Finalize) | ||
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| Update Coda with all Applicable Items |
Payroll Analysis
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