Payroll Vault Input Methods

Payroll Vault Input Methods

• Client Process Payroll
• Client Preview/Approve
• Email
• Fixed Salary/Hours
• Partner Process Payroll
• Partner/Client Lock
• Phone In
• Submits an Approval

Process for each Payroll Input Method

Client Process Payroll – Client processes payroll

• The client clicks Process Payroll
• Payroll processes without service bureau intervention
• The client receives an email confirmation or payroll notification
• Any payroll or primary contact with the notification enabled receives the email

Client Preview/Approve – SB requests approval > Client Approves > SB processes

• The service bureau enters payroll details
• The service bureau requests client approval
• The client approves and the service bureau processes payroll

Email – Client Submits Payroll > SB processes

• The client enters payroll details and clicks Submit Payroll
• The service bureau reviews, changes, and processes payroll
• The client has no further interaction unless the payroll is reset

Fixed Salary/Hours – Client submits payroll > SB processes

• The client enters payroll details and clicks Submit Payroll
• The service bureau reviews, changes, and processes payroll
• The client has no further interaction unless the payroll is reset

Partner Process Payroll – Client submits payroll > SB processes

• The client enters payroll details and clicks Submit Payroll
• The service bureau reviews, changes, and processes payroll
• The client has no further interaction unless the payroll is reset

Partner/Client Lock – Client submits payroll > Payroll lock > SB processes

• The client enters payroll details and clicks Submit Payroll
• The service bureau can lock the payroll to prevent changes
• The service bureau reviews, makes changes, and process payroll
• Payroll needs to be locked to process payroll on service bureau end
• The client no further interaction unless the payroll is reset

Phone In – Client Submits payroll > SB processes

• The client enters payroll details and clicks Submit Payroll
• The service bureau reviews, changes, and processes payroll
• The client has no further interaction unless the payroll is reset

Submits an Approval - Client submits payroll > SB requests approval > Client approves > SB processes

• The client submits payroll
• The service bureau reviews and requests approval from the client
• The client approves and the service bureau processes payroll