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2019 Payroll Year End Tips
HSA Employer Contribution Earning Code
*First add the earning code under Configure Company, then to each employee profile.
*Enter the amount from the Benefits report into the pay grid.
Group Term Life Earning Code
*First add the earning code under Configure Company, GL50NC , then to each employee profile. *We suggest running the earning code with every payroll if possible.
Year to Date Master Report (YDT Master)
*Run and make changes PRIOR to submitting last payroll. Located under Standard Templates. *Click the icon to make a copy of the report, then you can add or delete fields you need. *You can select Pension eligibility to make sure this box is correctly checked for the W-2.
Pension Box on W-2
*In order to have the Pension box checked on a W-2, go to Employee Profile, Status, Ownership Information and click the Retirement Plan box.
Deductions – Where to see make sure amounts will appear on the W-2
Look at the Deduction code under Configure Company to see this information.
W-2 Preview
Now available!
W-2 Preview
Now available!
Spelling of name Address Social Security Number
Old payroll provider is NOT creating W-2s and Paycor IS creating W-2s
New to Paycor? Things to check!
W-2 Invoice
*Generated the day after final 2019 payroll or close of books
*Debit will occur 5 days after
*Access the invoice under Reporting>Access Online Reports>Employer W2s/1099s
Unemployment and Workers’ Compensation Reporting
*Quarterly Unemployment reports to send to ACR:
Tax form – SUI Wage List OH – Found in Access Online Reports
*Workers’ Comp reports to send to ACR:
-You must create your own report.
Hold Books Open Form due December 2, 2019 Books are held open until December 31, 2019 Link to access form: http://survey.clicktools.com/app/survey/response.jsp
Helpful link of Year End information from Paycor:
https://www.paycor.com/year-end
Tyler Baker, Paycor [email protected]
855-565-3285 (you will be prompted for your client ID and routed appropriately)
Please be sure to include Client ID number of correspondences
https://www.paycor.com/year-end-webinars
Jen D’Amico, Diocese of Cleveland [email protected]
