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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 12/15/2021 10:32 am
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 8577
Template/Type: Brandon Time
Title/Caption: Payroll and yearend stuff
Start Date/Time: 12/28/2021 1:00 pm
End Date/Time: 12/28/2021 2:15 pm
Main Status: Active

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Notes:

John and I going over payroll flow and processes. John is starting to help me out with this part of the system. He has expressed interest but hasn't really used that section of the system before, other than simple expenses and 1099's. We went through the whole process of payroll, how it ties into users, timecards, overtime, invoices, commissions, salaries, departments, settings, paycheck stubs, financials, expenses, etc. It gets pretty deep. We spent almost an hour going over flow, processes, pages, and other key points. I did a lot of drawing, and we went through setup, using, populating data, and then finally running reports on what was stored in the database. Lots of interwoven pieces.

We ended up looking over some of the year end totals and stuff that we need to work on in the next couple of weeks. Making plans and setting priorities on what pieces need to be done first. John and I also looked at the schedule and calendar to make sure we have some future meetings planed out and timeslots allocated for more year end and payroll type projects and meetings.