About this template
Work type: Payroll
Location: United States
Client industry: Generic
Version: 3 (Latest)
This template includes
- 17 tasks
- 8 client tasks
- Automations
Payroll Setup Onboarding - Patriot Payroll Software
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| Administrative Setup (Initial) | ||
|---|---|---|
| Part I Proposal/Engagement Letter Signing |
Sales Rep
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| Prepare proposal in Ignition | ||
| Create client record contact in Financial Cents | ||
| Part II Internal Systems |
Admin I
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| Setup Folder Structure in ShareFile | ||
| Create Keeper Shared Folders for Passwords | ||
| Update Clients Services AirTable Base | ||
| Configure Financial Cents Applicable to the Proposal | ||
| Create/Update Coda Knowledge base | ||
| Part III Client Data Gathering |
Payroll Analysis
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| Client Data Information Requests Client Tasks | ||
|---|---|---|
| Provide list of all current and terminated employees for the current payroll year. | ||
| Setup onboarding call by clicking here: LINK HERE | ||
| Provide the tax withholding information for each employee. | ||
| Upload a copy of Driver's License | ||
| Upload blank check and last month's bank statement | ||
| Upload current year payroll summary data | ||
| Upload all payroll tax filings made in current year | ||
| Patriot Payroll Setup (initial) | ||
|---|---|---|
| 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. | ||
| Complete Tax Filing Tab |
Payroll Analysis
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| Client Missing Information Client Tasks | ||
|---|---|---|
| Provide Tax Deposit Verification Amounts | ||
| Patriot Payroll Setup (Final Steps after Tax Approval) | ||
|---|---|---|
| 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. | ||
| 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 | ||
|---|---|---|
| Run Initial Payroll and Validate All Data |
Payroll Analysis
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| Compare Payroll in Patriot to Last System's Payroll Run | ||
| Double Check Direct Deposit | ||
| Administrative Setup (Finalize) | ||
|---|---|---|
| Update Coda with all Applicable Items |
Payroll Analysis
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