20150815-1524. BATCH ID: QTR1_HIST_FB
20160809-1221. Tue Aug 09. 1000 in, 1225 to 1325, lunch, six hours total. Wed Aug 10. 0745 in, 1130 to 1230 lunch, 1400 out to dentist. Thu Aug 11. 0745 in, 1035 to 1055 break, 1200 to 1300 lunch, 1500 to 1530 break, 1630 out. Fri Aug 12. 0700 in, 1200 to 1230 lunch. Sat Aug 13.
20160810-0749. Username and password for first testing weblink.
20160814-0814. 0813, after the temp boss from hell walked through the termed employees with us, she mentioned that they handled something differently than workday.com. must be standardized!
20160816-0758. Box 1 plus Box 12 (letter D for retirement, usually 401k) Equals Box 3, which is Social Security. Duh.
20160818-0712. 0710, payroll detail: Employee id, wdid, state, gross wages, net wages, federal income tax, fui er, oasdi ee, Medicare ee and er, oasdi er, stare taxable wages, sui er.
20160818-0738. 0735, workday, batch id, payment id, override gross amount, overtime net amount, inputs pay component, payroll worktag, type and value, comment.
20160818-1044. 1040, 76 California entries from email dated 8/10/16. 25 California email dated 8/11/16. 39 entries for other states email dated 8/15/16. 145 combo entries started 8/16/16. Total entries 285.
20160823-1106. 1103, workday so slow entering. oasdi er, ee. Sdi er. State and federal withholdings gross, taxable, amount. Medicare er, ee enter three amounts. Fui er, enter the amounts. Expense reimbursements, salary, group term, 401k, 401k loans, 401k roth, commission, bonus, go green bonus, medical insurance, fsam, hsa, erhsa,
20160823-1108. 1108, 1. run history payment for worker. Worker wdid, history period, pay group detail. 2. Select either existing payment or create new history payment, click okay. 3. Enter batch id and payment id. Override gross and net amounts. 4. Enter four inputs: pay component, payroll worktags, input details for type and value, and comment.
20160823-1213. 1211, for new Jersey workforce development fund, temporary disability fund mandatory, and fli mandatory for ee and er – enter all three gross wage, taxable wage, and amount.
20160825-0928. 0927, raw data, pivot, vlookup, recon for pay report earnings detail and deduction detail.
20160825-1311. Pay calculation result for worker.
20160828-1041. 1043, terminated 5/6/16, pickup pay period, but enter sub date beginning 5/1/16 and sub date ending 5/6/16, with payment date 5/15/16.
20160828-1049. 1048, erwsh is Washington Industrial Fund (ER), add total hours 520, gross wages, and amount.
20160829-1333, 1:30-3:00, Tuesday and Wednesday, all day Thursday, 1-2:30 Friday.
20160831-0700, pay_rpt tax detail and summary, pay_rpt earning summary, but none for deduction.
20160831-1222, PivotTable Fields for PAY_RPT for Earning and Deduction Q1 and Q2. For deductions: Filters – quarter; Columns – Description 1 and 2; Rows – Employee ID; Values – Sum of Deductions Amount; For earnings use Sum of Deductions Amount.
20160901-0746, PivotTable Field for PAY_RPT_Tax_Detail for Q1 and Q2. Filters – Tax Codes; Columns – Deduction and Tax Authority; Rows – Employee ID; Values – Sum of Tax Amount
20160901-1108, Earnings Details. 1. 401k, 401L1, 4roth, aflac, aflpt, bonus, commission, dcare, draw, erhsa, fsa, fsam, ggb, gtl, hol, hsa, mdcl, oncal, ot, ptdcr, pto, ptran, qmb, reg, rfb, sev, sick, trans, w_wochd, w_wostl.
20160901-1115, For my education-purposes only, I’m learning about Payroll Detail. Below are some nice, generic headers: 1. Wdid, state, gross wages, net, fit, fui-er, oasdi ee and er taxable wages, Medicare ee and er taxable wages, state taxable wages, sui er. 2. 401 er amt, additional amt, advanced, aflac and post tax, bereavement and memo, bonus, child support 1, 2, 3, commission, cprov, dependent care, dntl dental, draw, erhsa, ermed, erwsh, expense reimbursement, float, fltm, frnge, fsa, fsam, garnishment, green bonus, group term life, gtl1, hsa, holiday and memo, jury duty memo, levy 1, 2, life, loan, ltd, medical insurance, miscd, nsopt, on call, overtime, oup, paid time off and memo, post tax dependent care, pre tax transit, reimb, rgrev, slgrn, std, transport parking, union dues, uniform, vision, quarterly mbo bonus, qtb, salary regular, retop, referral bonus, severance, sick and memo, sob sign on board, stipend, xsp, xsplt, 401cu, 401k, loan, Roth. Then state withholding taxes, sui er, ast, wdc, ca ett training, ca sdi ee, ca sui, local taxes.
20160902-0749. I wrote down my data from the old payroll system and saw that the Contract end days 08/26/16. But I’m still working. Yay!
20160902-0815, Generate the ‘payroll register by detail’ for the first three quarters range dated: 1/1/16-6/30/16.
20160902-1123, In this second round of reemployment, my newest project is to obtain copies of 2016 SUI rate sheets for this temp job from hell. CT, DC, IL, MA, MI, NH, NC, TX, and WA. I discovered http://www.payroll-taxes.com/state-law/(enter state with dashes of more than one word). Then I discovered a 2016 FactSheet by http://www.adp.com. It’s got all the rates for payroll.
20160906-0904. I had to write down the contact information of the temp boss from hell because I’d forget. But the MS Outlook global contact has all that stuff. So I was just reasurring myself that everything is okay.
20160906-0909, I’m trying to set-up the company’s BAR online with my credentials for the State of Illinois.
“Greetings, I am an Employer Representative who would like to request a copy of my client’s 2016 (SUI) tax rate notice. Can you please send us an electronic copy via my email address? Thank you.”
However, I don’t have Notary Seal of approval. Hehe!
20160906-0948, http://www.michigan.gov/uia/0,4680,7-118-26898_27193-78841–,00.html : Here is a sample of ‘Notification of state unemployment tax’:
“Early each year, the UIA issues its Tax Rate Determination for Calendar Year 20__, Form UIA 1771. It shows an employer’s prior Actual Reserve, benefits charged and contributions paid (basis of the CBC and ABC components) since the last annual determination, and the employer’s new Actual Reserve. It also shows the employer’s 12-month total and taxable payrolls, and the Required Reserve, as well as the employer’s 60-month taxable payroll, and the benefit charges in that 60-month period. It then shows the calculated amount of each component of the tax rate, and the rate itself.”
20160906-1251. 1450, I’m learning how to get the 2016 UI tax rate for the State of New Hampshire Internet unemployment tax and wage report & new hire reporting system. https www2.nhes.nh.gov/webtax/
20160906-1451. New Hampshire Internet unemployment tax and wage report & new hire reporting system: https www2.nhes.nh.gov/webtax/
20160906-1512, Employers pay their UI and EMAC (Employers Medical Assistance Contribution) taxes – formerly UHI. http://www.mass.gov/lwd/unemployment-insur/employer-contributions/
20160908-1224. I had to write down my login credentials because I’ll forget again.
20160909-1053. Pulled D&B credit report for each new customer. http:// sso.dnbu.con/cas/login | DNBi Risk Management http://www.dnb.com/about-us/company.html
20160914-0740. I’m taking notes for my education, since this isn’t my area of expertise. Gross Net Recon project between old WD payroll system and new PC payroll system. Making notes. Deadline by Friday 1500.
20160914-1110. I just like taking notes for my education. This is from the new PC payroll system: payroll setup, rates, taxes, earnings, deductions, direct deposit, labor allocation, reminders.
20160914-1340. I am learning how to set up the company’s new Business application and Registration (or BAR). Here is a sample web site: https://www.ri.gov/taxation/BAR/
20160914-1539. 1537, 8/14/16 at 25.00 hrs. 8/21/16 at 39.25 hrs. 8/28/16 at 45.50 hrs. 9/4/16 at 36.00 hours. 9/11/16 at 29.00 hrs. I had to take notes of my hours again.
20160915-1152, At 0933 I emailed my comparison between the old payroll system and the new WD payroll system in two separate emails. Eight variances appear in both, sixteen appear in the new WD payroll system but not in the old PC, and one appears in the old PC payroll system but not in the old WD payroll system. These are just the benefit deductions for dental, vision, and medical. I’m waiting for the other human resources reports via the old PC payroll system. These include earnings, such as 401k.
20160920-1711. I had to take notes or I’ll forget how to enter my hours. 1710, 1730 from 0930. Yesterday.
20160921-0822. Behold! I set-up my own printer via the Control Panel for ‘0822, MHP LaserJet 1536dnf MFP’. Now I can print and scan stuff from my work laptop and back to my work email! I’m smart!
20160923-0741. 0740, separated checks – one for bonus, erhsa, employee expense reimbursement, salary, commission. Double counted as taxable if combined with regular pay checks in California. Separate checks for memos, such as pto, holiday.
20160926-0725. For the test site [company name here] but didn’t add the rest of the web site address. I had to make a note of the password because I’ll forget.
20160926-0728. I wrote down the version of the old payroll system for my future reference on my resume, of course, which I did and that’s always useful. “Paylocity.com Version 16.3.16.600, copyrighted with Open Source List”
20160927-1706. 1703, At 1340, the temp boss from hell handed me her backup spreadsheet and pre-process payroll register to manually cross-check commissions and draws. I just finished reading the IS Policy Version 2.1 about automatically and manually cross checking days application if applicable.
20161115-0924. I had to take a note on my password to the secured network of my work laptop because I know I’d forget! And I did!
20161116-0818. Enter ID for the [name of old payroll system used for my hours], username, password, security questions.
20161116-0832. Formula comparing two columns with two different texts. ‘=IF(AND (AB:AB=”Active”,AC:AC=”Yes”),TRUE, FALSE’
20161116-1148. Compared demographics between new WD payroll system and old payroll system. And updated consultant’s spreadsheet with my formulas. A few days later the temp boss from hell inquired that the upload contained an error. I blurted out to her that it was the duplicated ‘Paul E. S’ account. So my test was done good. He!
20161116-1159. To compare of two columns matches or not. ‘=IF(L:L=M:M,”Match”,”Bad!”)’
20161116-1644. CGI-[name of old payroll system used for my] TimeCard: Tues 11/15 – 0700 AM – 1130-1200 lunch – 1530 PM – 0800 HRS; Wed 11/16 – 0635 AM – 1205-1305 lunch – 1535 PM – 0800 HRS; Thu 11/17 – 0700 AM – 1300-1330 lunch – 1530 PM – 0800 HRS; Fri 11/18 –
20161117-1223. To cross check primary home and/or company addresses, do three columns: 1. Original column of addresses. 2. Use ‘VLOOKUP’ with original column of old Paylocity and with new payroll system’s spreadsheets. 3. Use ‘IF’ function to compare original 4. Use regular equal sign for final column and pickup both results showing TRUE and FALSE from VLOOKUP column. For the results showing #N/A, pickup from original first column.column and ‘VLOOKUP’ column.
20161117-1223. To cross check primary home and/or company addresses, do three columns: 1. Original column of addresses. 2. Use ‘VLOOKUP’ with original column of old Paylocity and with new Workday spreadsheets. 3. Use ‘IF’ function to compare original column and ‘VLOOKUP’ column. 4. Use regular equal sign for final column and pickup both results showing TRUE and FALSE from VLOOKUP column. For the results showing #N/A, pickup from original first column .
20161117-2050. A-5780 I forgot what this is meant.
20161118-1052. Received email for the new WD payroll system’s quarterly report and the payroll detail for Q3. Balance the QTD tax returns due to problems with Federal taxes and ee’s in Canada.
20161118-1313. For pivot table, here is a sample set up, which can be changed easily by dragging and dropping appropriately: 1. Filters – Quarter and State. 2. Columns – default Values of nothing. 3. Rows – Tax and Tax Authority. 4. Values – obviously the Sum Values of QTD Withheld, QTD Taxable Wages, QTD Subject Wages, QTD Gross Wages, QTD Tip Wages.
20161130-0714. I took notes on my username and password for Kibble access.
20161130-0952. To Correct History Payment Calculation.
20161130-1407. To generate excel report of pay component, go to the new WD payroll system’s ‘Payroll Input Not Processed’.
20161130-1428. Generated the new WD payroll system’s ‘Tax Filing Quarterly Data by Company’. Later, I learned to download an excel report called View Customer [whatever].
20161202-1206. I finished reconstructing payroll details bused on source documents – Form W-2. I created 20 columns for these ‘boxes’. Outta the five-hundred forty rows or rows, there were three-hundred seventy or so items. Errors included.
20161207-0741. Here are some Workday reports that I learned to use: View Payroll Input By Worker. Tax Filing Quarterly Data By Company. Payroll Register. Payroll Register. Pay Report Tax Detail. Pay Report Deduction Detail. Pay Report Earning Detail.
20161214-0714, Reconstructed W-2 with summary and compared delta between old and new payroll system with deduction detail, earning detail, quarterly filing data by company, and customer payroll register by by pay period reports from workday.
20161214-104243. I’ve been updating the live production of Temporary workers by pressing the “Recalculate pay history results”. Pressing the “Done” button “Completes” the process. I stopped short of updating the other items but came across a message pointing to an impact of proceeding to update.
20161219-0122. Compare variances of overages withheld (Annual Maximum – Current) for 401k deduction amounts between Paylocity and Workday. Under 50, 18,000 401k limit. 50 and over, 24,000 401k limit.
20161219-0747. Matched employee identification numbers of New Grant Numbers from Option Holder Ledger Report with Exhibit A numbers and plugged into Employee Grant Allocation Template Dummy for uploading onto Shareworks.
20161219-1045, Matched Exhibit A assigned numbers against clone of option holder ledger report of active workers, and updated the upload template with these assigned numbers.
20161219-1505, BFT_RPT_Find Enrollments, shows benefit plans and coverage (in percentage), and dates of benefit events and coverages.
20161220-0800, Compared delta of Fidelity contribution by SSN for 2016 against W-2 and deduction report of new payroll system.
20161222-0916, Subtotal with delta of retirement contribution for each source type.
20161227-0939, To remove the trails of numbers due to rounding errors, first copy and paste special from validation spreadsheet into blank spreadsheet, and process text formula below. Then copy and paste special back in into validation spreadsheet. Be sure to reset error fields back to number format. ‘=TEXT (F5,”$#,##0.00″)’
20161227-1529, Compared delta between Fidelity contributions against new payroll system.
20161229-1447, Emailed ‘Correction of 401k contribution error’. Variances between Workday and Fidelity.
20161229-1521, Compare delta between retirement elections (percentage contributed) against new payroll system.
20170112-1523, Completed ‘stock options filing’ project. Emailed spreadsheet showing terminated and active folders 478 workers and businesses. Moved terminated file folders outta active cabinet behind new employees cabinet.
20170116-0809, Folded Form 3192 and stuffed envelopes.
20170116-0937, Pitney Bowes Small Office Series, Mail Station 2, Digital Postage Meter. Model # K700. 1-800-468-8454
20170117-1320, TaxFormsHelper by http://www.adamstaxforms.com/adamstfh. Version 12.5, for tax year 2016. Email: gettechsupport@lsccom.com, Phone: 877-860-4648, Fax: 800-282-7329
20170117-1426, I’ve successfully ‘Add a printer’ under G&A M1536 – 1204 on \printserver. I’m smart!
20171117-0803, Updated the upload template of demographic report – participant portal 110916-1535 against employee census and employee contact information with SSN.
Originally titled: 20161207-2056-Aside
Updated: 20170218-1058.
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