Overview Checklist

Access

Data Extraction

Data Formatting

Access Walkthrough

1. Log into Paycom as a User Administrator
1. Client Code - Required
2. Username - Case Sensitive
3. Password

2. If PIN creation is required use 1234

3. Go to User Options and select User Access and Security

4. Select Modify Users and then click Add New Users
1. Username: CheckPayroll
2. Temporary Password: 123Check!
3. Access Group: ALLDEPTS
4. Permission Profile: Full Access - Paycom Default
5. First Name: Check
6. Last Name: Payroll
7. Email Address: Setup@checkhq.com
8. Click Add

Data Extraction Steps

Employee Demographics

1. Navigate to the green banner at the top and select Reports → Report Center → Advance Report Writer

2. From the dropdown select Employee

3. Use the search bar to find and select the following:
1. Under Employee Information
1. Legal First Name
2. Legal Last Name
3. Legal Middle Name
4. SS Number
5. Employee Status
6. Address
7. City
8. State
9. Zip Code
10. Email (Personal and Work)
11. Work location
12. Work location Address
13. Work location City
14. Work location State
15. Work location Zip
2. Found under Dates
1. Date of Birth (MM/DD/YYYY)
2. Hire Date
3. Termination Date

4. On Tab 4: Review and select correct client code (if applicable)

5. Generate report in CSV or Excel format

Direct Deposit

1. Go to Reports → Reports → Report Center → Advance Report Writer

2. From the dropdown select Employee

3. Under Employee Information
1. Select Employee name

4. Direct Deposit Box: Select ALL

5. Under Tab 2: Filters
1. Filter Type = Status Filter
2. Status Filter = Active

6. Under Tab 4: Review
1. Generate report as an xlsx

Earning Rates

1. Go to Reports → Search for: Scheduled Earning Report
1. Select ALL earnings
2. Select ALL payroll profiles
3. Generate as xlsx

Withholdings

1. Got to Reports → Advanced Report Writer

2. From the dropdown select Employee
1. Select the following:
1. Employee Information:
1. Employee Name
2. SS Number
3. Payroll Profile Code
2. Tax Information:
1. Select All

3. Under Tab 2: Filters
1. Filter Type = Status Filter
2. Status Filter = Active

4. Under Tab 4: Review
1. Generate as xlsx

Deductions

1. For Garnishments
1. Reports → Report Center → Garnishments
2. Output format: xlsx
3. By Transaction: Pay Date
4. Date Range: YTD
5. Employee Filters
1. Select client
6. Generate Report

2. For Deductions
1. Reports → Report Center → Scheduled Deductions
2. Output format: xlsx
3. Select all deductions
4. Employee Filters
1. Employee Status: Active and Terminated
5. Under Labor Allocation: Select all for each section
6. Generate report

Historical Payrolls

1. Go to Reports → Report Center → Labor Allocation Detail Report

2. Select XLSX

3. Include ALL distributions

4. By Transaction/Pay Date: Pay Date

5. Select QTD
1. Q1 (1/1 -3/31)
2. Q2 (4/1 - 6/30)
3. Q3 (7/1 - 9/30)

6. Selected Clients: Payroll profile

7. Employee Filters: Legal Name

8. Generate Report

1. Go to Reports → Report Center → Labor Allocation Detail Report

2. Select XLSX

3. Include ALL distributions

4. By Transaction/Pay Date: select Historical Transaction
1. Historical Transaction is by pay date, multiple pay dates can be selected as needed

5. Selected Clients: Payroll profile

6. Employee Filters: Legal Name

7. Generate Report
 

Tax Returns:

1. Go to Reports → DocVault → Tax Documents

2. Click view file next to each Quarterly Tax packet needed

• If starting in Q1, pull the prior quarter's return (Q3 or Q4) to confirm tax information.

• If starting mid-year, pull every closed quarters return in the current year.

Data Formatting