How To: Review Pre-Check Report
Payroll admins can view changes to employee records that are populated throughout the pay period as changes are happening in the system. This allows admins to check changes that are occurring to employees throughout the pay period all in one area of the system before payroll is initiated.
View Pre-Check & Validation Records
Navigate to the Review Pre-Check Report step under Pre-Processing
To view items on this report, select the View Pre-Check & Validation Records link in the Review Pre-Check Report step on the Payroll Prep page.
This report shows records of changes to employees, including the following:
- New Scheduled Earnings
- New Scheduled Deductions
- New Base Compensation Records
- New Hires. Note: The new hire's first two payrolls will be included in the Pre-Check Report as long as they are assigned to a Pay Period Profile and the payrolls have already been created.
- Terminated Employees (based on the date of the pay period when the termination applies)
- Workers Comp Policy (if there is a Workers Comp Policy that is expiring within the range of 40 days before the effective End Date (chosen in Policy Info) and 7 days after the effective End Date, a pre-check record will be added in the Payroll Pre-Check Report for all of the pay periods and matching EINs.)
- Pay Period Profile Changes
The report message is a selectable link that navigates you to the pertinent page. For some general employee updates (e.g. base compensation, new hires) the link will navigate the user to the Employee Profile.
Manage Messages
Users can customize the types of messages that display on the Payroll Pre-Check Report by selecting the Manage Messages button. A Manage Messages pop-up window displays, where you can toggle on/off the message types.
Mark Items as Reviewed
Users can mark items as reviewed on the Payroll Pre-Check Report. To mark an item as reviewed, select the checkbox next to the applicable record and select the Mark as Reviewed button at the top-right corner of the report.
A Reviewed column shows Y or N for whether the record was reviewed or not and the Reviewed By column will display the user that completed the review.
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