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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 1/11/2023 9:36 am
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 9768
Template/Type: Brandon Time
Title/Caption: Going over new payroll settings and requirements
Start Date/Time: 1/4/2023 10:00 am
End Date/Time: 1/4/2023 10:30 am
Main Status: Active

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Notes:

Meeting with Shari O. and John. Going over payroll and new requirements. Whether or not we like it, on payroll and other things in the system, we have to virtually keep up with the Jones (stay up to date). We talked about some new settings for other withholdings 1-5 and helping to standardize those names and values. They are very flexible, but maybe too flexible.

If the company isn't careful, they could mix numbers for different things. These custom withholdings fields are for things like 401K, insurance, dental plans, meal plans, child support, Aflac, IRA's, etc. The problem is, if one person has child support and they put that value in flex withholding field 1, then they have to do child support always in field one, for other people in the same company. If not, image how crazy it would get if Betty (fake person) has field 1 for her 401K and the Tom (other fake person) has field 1 for child support. Individually, they would be totally fine, but any combined numbers get muddy and mixed.

We talked about the need for some other payroll settings (show/hide, aliases, global naming, etc.). We will create these new settings and then help our clients configure things so that they run how they want them to run. Basically, we'll help hold their hands through the setup process.