WorksheetsUnit 4 Review
Total questions: 25
Worksheet time: 49mins
Which resource allows you to split the SS and Medicare Tax if it's combined on the report from the client?
New Jersey Splitter
FICA Splitter
Federal Tax Splitter
None of the Above
Which description below is true regarding Payroll Pay Entry vs Pay Entry Options?
Payroll > Pay Entry Options is where administrators can start the payroll batch, Payroll > Pay Entry is where Payroll Managers can start the payroll batch.
Payroll > Pay Entry is where authorized users can start the payroll batch, Payroll > Pay Entry Options is where authorized users can make permanent changes to batch type and check type defaults.
Payroll > Pay Entry Options is where authorized users can start the payroll batch, Payroll > Pay Entry is where authorized users can make permanent changes to batch type and check type defaults.
Payroll > Pay Entry is where administrators can start the payroll batch; Payroll > Pay Entry Options is where Payroll Managers can start the payroll batch.
Upon starting a payroll batch, salaried employees are automatically paid their pay period salary amounts. That is an example of using which feature?
Auto Salary
Quick Pay
Quick Salary
Auto Pay
You are trying to show your client how to bring a terminated employee into the batch. You access the Details screen, and change the status filter on the right to terminated. But the employee does not populate in the drop-down. What step did you forget to do also?
Changing the Batch filter to Terminated Employees.
Changing the employee from terminated to active.
Changing the Batch Filter to All Emps
You cannot bring a terminated employee into a batch.
True or False? If your client experiences a Payroll Audit hold when submitting payroll, it always means there is an error in the payroll batch.
True
False
Which report can be generated before payroll is submitted and will display all the details for each employee's checks?
Pre Process Payroll Register
Payroll Register w/YTD
Pre Process Payroll Summary
Batch Totals Report
Which of the follow payroll report below is not something the client review before submitting?
Pre Process Payroll Register
Active EE No Pay Data
Pre Process Summary
Payroll Register w/YTD
What is the purpose of the Pre-Process Payroll Summary Report?
To review employee check information after processing.
To review employer liabilities after processing.
To review employee detailed check information prior to submitting payroll.
To review employer & employee tax liabilities prior to submitting payroll.
Which client folder should the Test Payroll Email attaching the Accruals Balance and Pre Process Register be saved?
Sales Docs
Client Communication
Payroll Balancing
Tax Docs
According to PCTY-65711, which environment does the IC process & test their Accruals setup?
Carbon
Production
Bronze
Demo
An add on client to an existing Paylocity client may not want to do a Test Payroll because:
They are already familiar with Paylocity and can test on their own
Their process is completely different
Your Team Lead says so
The Sales Rep will handle the payroll for the Add On Client
Your client mentions they would like a way to easily enter reimbursements during payroll and will not use Expense for a while. What do you suggest as a possible solution in the interim?
Learn to Type Faster
Use the Reimbursement Wizard in HR & Payroll
Modifying the regular batch type so that their reimbursement code is on the Quick Pay screen.
None of the Above
You have guided your client to Payroll > Pay Entry so they are on the Create Batch page. What is the first thing you tell them to check?
Make Sure Only Check Date is correct
Make sure Check Date and the Pay Period is correct.
To Make Sure What Batch Type to Use
Make Sure Only the Pay Period is correct
True or False? Every state unemployment tax have a wage base limit
True
False
What is the threshold for Medicare taxable wages to be subject to MEDHI tax?
$150,000
$200,000
$100,000
$250,000
Mapping codes Deduction, Earning, and Tax Codes correctly is crucial, but it has no impact on GL.
True
False
Tax Liability Breakouts screen in the YTD Screens is used to do what?
Entering liabilities for clean quarter starts
Code Mapping
Mapping Invalid Employees
Break out the taxes by check date for mid quarter starts
What is the variance threshold for FICA in the YTD screens?
0.01
0.04
0.03
0.07
Your client has multiple projects in TaskRay. What tool can be used to easily share dates and milestones with the client?
Client Facing PEAK
IC1 or IC2 Project Plan
Web Pay Project in Task Ray
Paylocity Website
Your client indicates that they would like to set up custom security roles. As a best practice, which action below should be taken as one of your first steps?
Send them the Security Role Request form and ask them to start by identifying which standard role most closely resembles the requested role.
Tell that that custom security roles can't be setup.
Immediately set up a zoom call so you can build the custom security role with your client viewing the screen.
Send them the Security Role Request form, which includes instructions for the client to set up their own security roles.
Your client is really interested in Community, and asks if there is online training for how to use it. What is the best response?
I can train you on it
Community Adoption Kit
I will have a Paylocity Trainer contact you
Training is Not Available
You are demonstrating to your client how to add their employee handbook into Self Service portal. You found out that your client would like a way to share targeted information with specific departments. What would be the best response?
Let me show you how to set filters on this company card so only certain employees can view it.
While this handbook will be seen by all employees who access the portal, let me show you how to use the Team area in the portal to set up department level view privileges.
Sorry, but anything you post in the Self-Service portal can be viewed by all employees.
While this handbook will be seen by all employees who access the portal, let me show you Community. Here, you can create groups, which I think will meet your needs.
As a best practice, what communications tool will you use to conduct a Weekly Touchpoint with your client?
Cell Phone
Skype
Teams
Zoom
You can use paraphrasing to ___________. (Select all that apply.)
Confirm Understanding
Acknowledging your Client
Invite your Client to Clarify or Add More Info
Anticipate what your client will say next
During the call, your client expresses that they are overwhelmed with all that needs to be done related to getting started with Paylocity. What is the best approach to responding this client?
Talk over the client to diffuse their anxiety and stress
Actively listen and take notes related to their concerns, then acknowledge what they’ve said through paraphrasing and then provide a solution
Paraphrase all of their concerns at the end of the conversation and provide a solution
Multitask and let them finish talking through their concerns; no need to acknowledge what they said since you’re going to recommend a solution
