Master Payroll Changes Template Overview

A walkthrough of the Master Payroll Changes Template utilized by Managed Services Clients and their Payroll Consultants

Introduction

The Master Payroll Template is utilized by your Payroll Consultant to import essential data into your Namely Payroll instance. Once imported this information fed by the system into your current Pay Cycle to be processed. As that is the case, it is essential to fill out this template accurately. 

The following quick start guide will walk you through the different sections of the Template and explain how to fill it out effectively.       

Additional Earnings 

One Time 

To be used to import one time Additional Earnings for your employees. This can include items like Bonuses, Back Pay, or other one off issues requiring an additional pay to correct. 

The required information for this section includes: 

1. Employee Name

   • The Name of the employee receiving the pay

2. Employee Number 

   • The employee's ID number within Namely Payroll 

   • For instructions on how to locate these IDs head to the  "Pulling Employee IDs for the Master Payroll Changes Template" article

3. Earnings Name 

   • The name of the additional earning being paid out 

4. Payroll Pay Date 

   • The date of the pay cycle the additional pay will be included in 

5. Amount 

   • The amount to be paid to the employee

6. Notes 

   • Any notes you want your Payroll Consultant to be aware of in relation to this item.

Recurring 

To be used to import recurring Additional Earning for your employees. This can include items like a Reimbursement for a Cell Phone plan, a Transit credit, or other recurring items that require additional pay.

Unlike the One Time section above, this import would only be require once per additional recurring earning. So if an employee needs a Cell Phone Reimbursement, this Additional Earning would only need to be imported into the system once, after that Namely Payroll would automatically apply the earning to each pay cycle the employee was included in.

The required information for this section includes: 

1. Employee Name

   • The Name of the employee receiving the pay

2. Employee Number 

   • The employee's ID number within Namely Payroll 

   • For instructions on how to locate these IDs head to the  "Pulling Employee IDs for the Master Payroll Changes Template" article

3. Earnings Name 

   • The name of the additional earning being paid out 

4. Starting Payroll Pay Date 

   • The date of the first pay cycle this additional pay will be included in 

5. Amount 

   • The amount to be paid to the employee

6. Notes 

   • Any notes you want your Payroll Consultant to be aware of in relation to this item.

     

Deduction Changes

One Time 

To be used to import One Time Deduction Changes for your employees. This can include items like reimbursing the company for unapproved funds spent by the employee on a company card, correcting for an overpaid wage, or any other item requiring a one off deduction of funds from an employee's check. 

Required information for this section includes:

1. Employee Name

   •  The Name of the employee receiving the pay

2. Employee Number 

   • The employee's ID number within Namely Payroll 

   • For instructions on how to locate these IDs head to the  "Pulling Employee IDs for the Master Payroll Changes Template" article

3. Deduction Name 

   •  The name of deduction in question

4. Payroll Pay Date 

   •  The date of the pay cycle the deduction will be included in  

5. Employee Amount 

   •  The amount to be deducted from the employee's paycheck 

6. Employer Amount 

   •  The amount of the deduction covered by the employer 

   • If the Company is not covering the deduction in question simply add 0.00

7. Notes 

   • Any notes you want your Payroll Consultant to be aware of in relation to this item.

Recurring 

To be used to import recurring Deductions for your employees. This can include items like an additional medical benefit deduction, a wage garnishment, or any other item requiring an ongoing deduction of funds from an employee's wage/ 

Unlike the One Time section above, this import would only be require once per Deduction. So if an employee needs a Child new medical deduction added, this Deduction would only need to be imported into the system once, after that Namely Payroll would automatically apply the Deduction to each pay cycle the employee was included in.

The required information for this section includes: 

1. Employee Name

   •  The Name of the employee receiving the pay

2. Employee Number 

   • The employee's ID number within Namely Payroll 

   • For instructions on how to locate these IDs head to the  "Pulling Employee IDs for the Master Payroll Changes Template" article

3. Deduction Name 

   •  The name of deduction in question

4. Starting Payroll Pay Date 

   •  The date of the first pay cycle the deduction will be included in  

5. Employee Amount 

   •  The amount to be deducted from the employee's paycheck 

6. Employer Amount 

   •  The amount of the deduction covered by the employer 

   • If the Company is not covering the deduction in question simply add 0.00

7. Notes 

   • Any notes you want your Payroll Consultant to be aware of in relation to this item.

   

Other Processing Notes

This section is not used for imports, but rather is a way to add in any additional information or reminders that you'd like to directly share with your Payroll Consultant. Think of it as a way to provide extra context or notes to your Payroll Consultant if its needed. 

For example, if you requested the Payroll Consultant to do an audit on a specific employee as part of the payroll processing steps for your upcoming payroll, you could leave a quick note with this information here.