Often we encounter clients who manually track or enter data, and then send it to back to their dedicated Support Representatives for upload. Our Reps love giving our clients faster, more efficient alternatives to manually communicating data in order to refocus back on the business and leave the admin work to the system. Read on to learn about two scenarios to see if you should update your manual processes.
TLDR; take advantage of our ability to export and import from spreadsheets!
Scenario 1: Processing Payroll with Manual Time Entry
Say you're using BeyondPay for payroll alone because you haven't set aside the time to look into what
Time and Labor Management has to offer. There are plenty of different ways to do this, but some users tend to be most comfortable with pen and paper outside of the system.
Take our client George for instance. He has been with us since practically the beginning. For a while, George would print payroll input worksheets, fill them in manually and fax them over to his Dedicated Rep, Drew. Drew would call George to verify his employees' hours since penmanship and fax distortions can cause confusion. Not that George and Drew didn't love their chats, but Drew wanted to make sure George could focus his attention back to where it should be, on running his business!
Drew and George set aside a time to go over how simple and easy it would be for George to send in his payroll via Microsoft Excel. Once George agreed, he found that he loves sending in his payroll this way. It saves time for George to focus on his business rather than confirming totals with Drew. It also reduces errors from typos and re-keying errors, you know... for when Drew takes a vacation day.
We can automatically email you a pre-filled spreadsheet from My Reports > Payroll > Input Worksheet > Electronic.
Scenario 2: Uncashed Checks
If you run an organization with high turnover or seasonal employees, you might have a lot of checks that have never deposited before their expiration date. This was the exact issue our client Kevin was running into.
Kevin must void and re-issue around 30 to 40 paychecks each pay period to previous employees. It's imperative that taxes on reissued checks match exactly to the original, now voided, paycheck. He had been tediously and manually cross-checking tax amounts on the voided checks to the reissued checks until his dedicated Rep, Kamila, stepped in.
Kamila now provides Kevin with reports that list the previously distributed taxes so Kevin can cross-reference more efficiently when he is reissuing his 30 to 40 paychecks per pay period.
If either of these situations resonates with you, set aside some time to talk them through with your Dedicated Rep. They will be more than happy to put in place a new process to save you time in your busy day.