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Proliant: Extract and Required Data Guide

Proliant: Extract and Required Data Guide

Guide users to access Proliant, extract data, and format files for successful setup.

This guide walks you through how to access Proliant, extract the required data, and format files so you can complete your setup successfully.

Overview Checklist

Access

Data Extraction

Data Formatting

Access Walkthrough

  1. Username will start with a state and company ID
  1. Basic Info:
    1. First Name → Payroll
    2. Last Name → Setup
    3. Email → setup@checkhq.com
    4. Phone → 856-830-6462 (if required)
        5. 🚨

        If not going through Checks embedded setup process DO NOT use the setup@checkhq.com email or phone number. Use an email that you have access to.

       

Data Extraction Steps

Employee Demographics

Direct Deposits

Deductions

Historical Payrolls

Company Taxes

🚨

Proliant does not provide workplaces

Employee Demographics

  1. Click on Report & Analytics → Report Writer
  1. Click Advanced Report Writer → Build New Report
  1. Add the following fields as column headings under Employee Data
    1. Personal→ Demographics
      1. First Name
      2. Last Name
      3. Middle Name
      4. Address 1
      5. Address 2
      6. City
      7. State
      8. Zip
      9. Social Security Number
      10. Birth Date
      11. Personal Email
      12. Work Email
    2. Personal→ Employee Status
      1. Employee Type
      2. Employee Status
      3. Employee Status Description
      4. Hire Date
      5. Termination Date
    3. Rates
      1. Hourly Rate
      2. Salary - Per Pay Period
      3. Annual Salary
    4. Taxes
      1. Select ALL
  1. On the left, click Filters
    1. Date Selection = Current Date
    2. Employment = All
  1. On the left, click on Report Properties
    1. Title = Employee Demographics
    2. Output Format = Excel Spreadsheet (XLS)
  1. Save Report
    1. Title = Employee Demographics
  1. Run Report
  1. Download Report

Direct Deposit

  1. Click on Report & Analytics → Report Writer
  1. Click Advanced Report Writer → Build New Report
  1. Add the following fields as column headings under Employee Data
    1. Personal→ Demographics
      1. First Name
      2. Last Name
      3. Middle Name
    2. Direct Deposit
      1. Priority
      2. Routing
      3. Account
      4. Checking?
      5. Amount
      6. Amount code
      7. Start date
      8. End date
      9. Is active
  1. On the left, Filters
    1. Employment → Employment Status → Active
    2. Only select the Active employees
  1. On the left, Report Properties
    1. Title = Direct Deposits
    2. Change Output Format to “Excel Spreadsheet(XLS)”
  1. Save Report
    1. Title = Direct Deposits
    2. Save
  1. Run Report
  1. Download Report

Deductions

  1. Click on Report & Analytics → Report Writer
    1. Search: Deductions
  1. Select Employee Deductions
    1. Employee → Select Current Date
    2. Company Filter → Select company
    3. Output Options
      1. Format: Excel
  1. Run Report
  1. Download Report
    1. File Format = CSV

Historical Payrolls

Closed Quarter

  1. Click on Report & Analytics → Reports Library
  1. Library → Select All Reports
  1. Search for DET
    1. Select DET Export (Excel)
  1. Date Selection Options: Choose the Quarter you want to run
    1. Quarter 1
    2. Quarter 2
    3. Quarter 3
  1. Type: Summary
  1. Company Filter Options: select Company (if multiple companies)
  1. Additional Options: Check to include employer taxes
  1. Output Options: Microsoft Excel
  1. Check Save to “My Reports”
  1. Report Title: Q(X) Payroll History
  1. Run Report
  1. Reports & Analytics → My Completed Reports
    1. Under action, click on printer icon to download

Open Quarter

  1. Click on Report & Analytics → Reports Library
  1. Library → Select All Reports
  1. Search for DET
    1. Select DET Export - With Period Dates (Excel)
  1. Date Selection Options: Choose the Quarter you want to run
    1. Quarter 1
    2. Quarter 2
    3. Quarter 3
    4. Quarter 4
  1. Type: Detail
  1. Company Filter Options: select Company (if multiple companies)
  1. Additional Options: Check to include employer taxes
  1. Output Options: Microsoft Excel
  1. Check Save to “My Reports”
  1. Report Title: Q(X) Payroll History
  1. Run Report
  1. View Completed Reports
    1. Under action, click on printer icon to download

Tax Returns

  1. Click on Report & Analytics → Reports Portal
  1. Select Tax →Year→ Quarter
  1. Click on the packet to download
  1. Repeat for all quarters needed
🚨

Obtaining closed quarter(s) tax filings is required and will allow you to tie out each quarter to ensure balancing with the transfer of historical data.

Tax documents serve a dual purpose for setup:

  • Allows you to tie out closed quarters in the current year when importing the historical data.
  • Provides the required information to complete the Tax Parameters.

Data Formatting

Refer to Help Article - Data Formatting for details on how to format reports for a smooth import experience.

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