Namely Recommended: Pre-processing Payroll Validation

This article provides you step by step instructions on how to validate and audit your data before you submit your payroll.

OVERVIEW

Payroll isn't just a daily task - there are scores of employee changes and company activities to stay on top of to make sure everyone is paid properly. This article provides details and resources to help you complete our Namely Recommended: Payroll Processing Checklist tasks that should be completed in the final days before your payroll due date.

We recommend that you have already completed the tasks detailed in Namely Recommended: Preparing to Process Your Payroll.

THE DAY BEFORE YOU OPEN PAYROLL

Review Timecards

Refer to the below to make sure all timecards are approved and accrual data is imported into HRIS if necessary.

Namely Time - Approving Time and Exceptions

Importing Namely Time Accrual Balances to Namely HRIS

Importing Namely Time Accrual Usage to Namely HRIS

Pre-Open Confirmations checklist

Pre-Open Confirmations

Payroll Processing Confirmations: Pay Date and Pay Period (10 mins.)

Review the pay date and pay period in Namely Payroll.

Payroll Processing Confirmations: Time Card Approval Check (duration varies by employee size)

Close out the week, and confirm receipt of Time and Pay Data Submissions in Namely Time.

Frequently Asked Questions

How do I ensure the correct salary flows over to Namely Payroll?

THE DAY BEFORE PAYROLL IS DUE

Data Entry and Initial Validation

Open your pay cycle

In Namely Payroll, click the Payroll Center tab.
Click Run Payroll next to the pay cycle you want to start.

Import/enter all pay data into Namely

Import or manually enter all the necessary payroll information for a seamless payroll processing. Refer to Namely Toolkit: Data Imports and Exports for all related Payroll data imports.

How do I add and edit a recurring wage?	Managing Demographics (Benefits)
Org Types and Org Units	How to Configure and Assign Hour Benefits

Calculate your payroll

Open your payroll in advance to make sure any changes you've made are reflected properly.

Calculating Group Term Life	Keeping Up With Your Tax Withholdings
Garnishments, Child Support, andOther Payroll Deductions	Garnishment Setup Best Practices

Review the following reports for accuracy:

Preview Cash Requirement
Preview Payroll Register
Employees not included in Payroll
PayCycle Change (Current v. Previous Comparison) Report
Refer to Namely Recommended: Payroll Processing Validation Best Practices for more information.

Updates and Final Validation

Review and make any final adjustments before you submit your payroll.

Enter any changes needed based on your review of the above reports.
Recalculate and review the above reports and all paystubs for accuracy once more.

You may be interested in our enhanced service, Managed Payroll, which is designed to remove the burden associated with day-to-day payroll administration. Namely will handle payroll uploads, garnishment priority processing, dedicated payroll consultant, and more!