With GoCo, you can keep your existing payroll system! All changes made in GoCo can be synced to that system as well. Keep reading to learn how to manage the Payroll Sync Dashboard
Payroll Sync consolidates all the changes that are made in GoCo that also need to be updated in payroll. When you access the dashboard, you will see the different pay periods and all the updates that became effective during a specific payroll cycle.
A few examples of some changes that you will see on your dashboard are benefit deduction changes, salary changes, and demographic changes.
To find your payroll sync dashboard, simply click "View" on the Payroll Sync card from the company dashboard.
Here you will see your pay periods for the payroll schedules that you have set up. Select your most recent pay period to view all the items that need to be synced from GoCo to your payroll provider.
Click on a payroll task to view all the items tied the corresponding employee.
On this page, please take note of a few key items:
- You can spot the number of comments for each task at the top right corner. Simply click on the icon to access the comments section at the bottom of the page where you can view and add your own comments. You'll also notice a comment icon on the task's list view for easy indication.
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Utilize the filter icon at the top left to streamline your tasks. This feature helps you easily sift through completed items and concentrate solely on pending tasks that require action.
- Click the checkbox at the top left to efficiently close or complete tasks in bulk.
Once you have added the information to your payroll provider, click the "I Updated Payroll" button to check this task off your list.
Note: Changes need to be synced each payroll before payroll is run or the items remain open and will run into the next payroll cycle.
Click the "Audit" button in the upper right-hand corner of your screen from inside the payroll with changes needing to be synced. Once the list is populated, you can click the "Download CSV" button to get a downloaded file.
Once you have completed updating Payroll, click the "Close Pay Period" button at the bottom of your screen.
How to Use the Comment Section
Full Access Admins will have full access to leave comments, view existing comments, and engage directly within the Payroll Sync Dashboard.
Special note if you utilize the Auto Payroll Sync service: You should actively review comments left by the GoCo Payroll Team and if clarification on the notes left are needed, please email payroll@goco.io.
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- Example Scenarios of Using Comments:
- Unable to input direct deposit due to invalid routing number
- Unable to add new hire due to complete onboarding
- Employee is showing catch up deduction(s) for their benefits, rate has been set to standard.
- Example Scenarios of Using Comments:
Auto Payroll Sync: Admin Responsibilities for Comments
- Regularly review the dashboard for discrepancies or issues flagged by payroll analysts
- Resolve any identified issues internally to ensure employee-level data is accurate for payroll processing
Watch this tutorial on using the payroll sync dashboard below!
If you have any questions reach out to help@goco.io 💚