1. NextGen Payroll Demo Resource 2018

2. 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

3. 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

4. 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)

5. Current Features- Data Interchange
Imports
Imports
Exports

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

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

8. Employee Search Options

9. Employee Search Options

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

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

12. Employee demographic information
Employee General Tab
Employee demographic information

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

14. Basic Payroll set up information
Payroll General Tab
Basic Payroll set up information

15. Payroll Frequency and Pay Types
Payroll Pay Tab
Payroll Frequency and Pay Types

16. Payroll Distributions Tab Defines how each Pay Type is distributed

17. Payroll State Retirement Tab

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

19. Payroll Deductions Tab

20. Payroll Deduction Detail

21. Payroll Benefits Tab

22. Payroll Benefit Detail

23. Payroll Leave Tab

24. Payroll Leave Detail

25. Payroll Direct Deposit Tab

26. Direct Deposit Detail

27. Tasks & Payroll Notes Tabs

28. Payroll Timesheets Tab

29. Payments Tab

30. Payments Detail
General Tab

31. Payments Detail Pay Tab

32. Payments Detail State Retirement Tab

33. Payments Detail
Taxes Tab

34. Deductions/Benefits/Leave Tabs
Payment Detail
Deductions/Benefits/Leave Tabs

35. Payments Detail
Direct Deposit Tab

36. Payments Detail Timesheets Tab

37. Payments Detail General Ledger Tab

38. Payments Detail Notes & Log Tabs

39. Payroll Payment Summary History Summary

40. 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

41. Timesheets
Create Timesheets

42. Update Timesheets by Employee

43. Update Timesheets by Employee

44. Update Timesheets by Employee

45. Update Timesheets by Pay Type

46. Update Timesheets by Pay Type

47. Update Timesheets by Pay Type

48. Pay Employees
Payroll Processing

49. Pay Employees
Select Payrolls

50. Pay Employees
Select Payrolls

51. Pay Employees
Select Payrolls

52. Pay Employees
Select Payrolls

53. Pay Employees
Select Payrolls

54. Pay Employees
Open Tasks

55. Pay Employees
Open Tasks

56. Pay Employees
Calculate Payroll

57. Pay Employees
Calculation Reports

58. Pay Employees
Print Payments

59. Pay Employees
Payroll Reports

60. Pay Employees
Post GL Transactions

61. Pay Employees
Update Payroll

62. Pay Employees Close Batch

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

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

65. 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

66. 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

67. Payroll<Administration<Leave Type
Leave Tracking
Payroll<Administration<Leave Type

68. Leave Tracking- Link to Pay Type

69. Leave linked to pay type

70. Leave

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

72. Timesheet View w/Vacation Pay

73. Nextgen Payroll Integration is AVAILABLE NOW

74. 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

76. 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

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

78. Thank you for Attending