NextGen Payroll Demo Resource 2018

Current Features Employees Timesheets Add new employee Maintain existing employee Employee tracking for W2, Leave, GL Distribution, voluntary deductions, benefits. Payment History Timesheets Update Employees time worked Enter leave taken

Current Features Payments Process payments Direct Deposits or Checks GL entries post to Financial Management Post checks to bank reconciliation Manual Payments allowed Payment History Inquiry Void Payments Unvoid Payments Vendor Invoicing for Deductions

Current Features Year End Period End Month End Quarter End State Retirement Create ACA Coverage Quarter End File unemployment 941 Tax Returns 941 Schedule B Year End W2 processing W2c processing ACA Employees (yearly deduction & pay times resets/rolling leave)

Current Features- Data Interchange Imports Imports Exports

Additional Features Reports From Grid Audit Logging Consolidated Checking Worker’s Comp Reporting Health Savings Accounts

Upcoming Features User Defined Data Fields Deduction Groups Enhanced Leave Tracking Employee Web Portal Human Resources/Benefits Module

Employee Search Options

Employee Search Options

Employee Search Options Searching by Deduction takes you straight to the employees deduction screen once selected.

Employee Search Options Searching by Employee will take you to the Employee’s General Tab.

Employee demographic information Employee General Tab Employee demographic information

Employee Payrolls Tab Only one employee record but can have multiple payrolls per employee.

Basic Payroll set up information Payroll General Tab Basic Payroll set up information

Payroll Frequency and Pay Types Payroll Pay Tab Payroll Frequency and Pay Types

Payroll Distributions Tab Defines how each Pay Type is distributed

Payroll State Retirement Tab

Defines FIT & FICA calculations (W-4 info) Payroll Taxes Taxes Defines FIT & FICA calculations (W-4 info)

Payroll Deductions Tab

Payroll Deduction Detail

Payroll Benefits Tab

Payroll Benefit Detail

Payroll Leave Tab

Payroll Leave Detail

Payroll Direct Deposit Tab

Direct Deposit Detail

Tasks & Payroll Notes Tabs

Payroll Timesheets Tab

Payments Tab

Payments Detail General Tab

Payments Detail Pay Tab

Payments Detail State Retirement Tab

Payments Detail Taxes Tab

Deductions/Benefits/Leave Tabs Payment Detail Deductions/Benefits/Leave Tabs

Payments Detail Direct Deposit Tab

Payments Detail Timesheets Tab

Payments Detail General Ledger Tab

Payments Detail Notes & Log Tabs

Payroll Payment Summary History Summary

Timesheets Entry of time worked General Info Time is entered into Timesheets Leave taken can be entered on Timesheets Timesheets are saved after processing Timesheets can be updated two ways Update Timesheets by Employee Wizard guided One employee at a time Can pull leave in to be updated Update Timesheets by Pay Type Grid interface Select Pay Types to load All selected employees loaded into grid

Timesheets Create Timesheets

Update Timesheets by Employee

Update Timesheets by Employee

Update Timesheets by Employee

Update Timesheets by Pay Type

Update Timesheets by Pay Type

Update Timesheets by Pay Type

Pay Employees Payroll Processing

Pay Employees Select Payrolls

Pay Employees Select Payrolls

Pay Employees Select Payrolls

Pay Employees Select Payrolls

Pay Employees Select Payrolls

Pay Employees Open Tasks

Pay Employees Open Tasks

Pay Employees Calculate Payroll

Pay Employees Calculation Reports

Pay Employees Print Payments

Pay Employees Payroll Reports

Pay Employees Post GL Transactions

Pay Employees Update Payroll

Pay Employees Close Batch

Reports Since Resource 2017- there have been many reports added: EEOC Reports Workers Comp Reports Current Release has 89 Payroll Reports

User Defined Feature User specific fields that the software doesn’t currently track but the customer desires to track.

Deduction Group A site that has multiple payrolls with different pay periods or deduction schedules- Groups could be created for ease of adding to a new employee Example below: Adding New employee Wizard- Deduction Group

Benefit Group A site that has many payrolls with different pay periods or deduction schedules- Groups could be created for ease of adding to a new employee Example below: Adding New employee Wizard- Benefit Group

Payroll<Administration<Leave Type Leave Tracking Payroll<Administration<Leave Type

Leave Tracking- Link to Pay Type

Leave linked to pay type

Leave

Leave- Accrual Schedule This is designed to be able to accrue leave outside of the payroll process

Timesheet View w/Vacation Pay

Nextgen Payroll Integration is AVAILABLE NOW

Backpack Working Features Employee Portal/ (device app is coming) View Paychecks W2 and 1095 Online timesheets Online document library Secure electronic notices and forms Orientation, in-service scheduling

Manage hours and correlate subs to staff leave In Development Manage sub- profiles Assign sub to absences Manage hours and correlate subs to staff leave Robo-Calling Feature Mobile Friendly

Nextgen HR - Planned Employee Contracts Observations, evaluations, and tenure Info from Job Application – ex. test scores, work history

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