
Leena
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Votes on activity by Leena-
(CA) Add company and payroll information
Navigate to the Company > Company info tab. Legal company name – defaults to the company name you entered when you signed up for your Wagepoint account. This should be the legal name used on in...
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(CA) Reset password
Navigate to the Update Password section of the Account Settings > Settings tab. Old password – enter your current password for your account. New password – create a new password to access your Wag...
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(CA) Switching providers - 5-step checklist
Any kind of change can feel overwhelming and switching payroll providers is no exception. Getting it wrong can also result in an administrative nightmare or worse — which is why you should follow t...
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(CA) Records of Employment (ROEs) and year-to-date amounts
Records of Employment (ROE) – your prior payroll provider should prepare and submit ROEs for all active employees paid on their system using reason K17 - Other / Change of Service Provider. Year...
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(CA) Run your first payroll
Establish payroll dates Navigate to the Payroll tab once all company, employee, banking, and tax information has been completed. Paygroup – select the paygroup for which to run payroll and clic...
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(CA) Remittance report
The Remittance report shows a recap of all remittances calculated for the year. If Wagepoint collects and pay taxes on your behalf, this report outlines all the payments that have been made to the ...
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(CA) Add bank account details for direct deposit
Navigate to the Bank info tab in the employee portal. Click “Add bank account.” Priority – this determines the order in which the deposits are processed i.e. first p...
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(CA) Add a client
Accountants and bookkeepers who use Wagepoint to process payroll for their clients can be set up to add multiple clients to their master account. Log in to your Wagepoint account. In the dashb...
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(CA) December 2019
We released the following features and bug fixes in Wagepoint on December 7, 2019. Features/enhancements Dashboard for our accountant and bookkeeping partners – a new interface to help our...
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(CA) Payroll Tasks
The Payroll Tasks tab has three sections: Payroll due today by 12 pm ET Payroll due this week Payroll due next week The list of clients disp...