When you first start processing payroll, the first item you need to do is review items that are in a "needs review" status. You'll find these items clearly marked on your payroll dashboard:
Once you toggle over to the items that need review, GoCo will outline exactly what needs to be reviewed for each employee.
The most common item you will find here is a catch-up deduction. Catch-up deductions occur because your employee was incorrectly deducted for benefits that he/she had received. You may wonder, "How does that happen"? The most common reason is that an employee had a life event approved and now owes some backpay.
You have to choose to add a catch-up deduction to this pay run (and maybe over the next few payrolls - read the warning closely) or use the standard deduction (and handle any reconciliation offline). Once you select one of those two bullets, that item no longer needs review.
Some other items you might see are warnings related to new hires (for example, if the employee hasn't filled out their taxes or deposit preferences yet). When these come up you have a few options:
- Remove them from this pay run so they don't get paid
- Ask the employee to fill in their profile then reset the whole pay run (this wipes all changes you may have made so far on the pay run, so be careful!)
- Fill in the missing information on this screen, within the pay run. Read the warnings carefully to see what is required. Sometimes you can just check a box that allows GoCo to send Execupay the default values. See some examples below:
Once you resolve all warnings you are ready to keep processing payroll.
If there's ever an item that "needs review" and you unsure on what action to take, please email us at firstname.lastname@example.org.