Payroll Dashboard

We've released a new Payroll Dashboard for payroll admins—including information on quarterly debits and credits, tax setup errors, and pending pay cycles.

OVERVIEW

The Payroll Dashboard provides payroll administrators with a home base for all things pay-related. It gives a quick view of important information like:

  • Your next scheduled pay cycle and its submission deadline

  • Quarterly debits and credits that have posted to your account

  • Tax setup errors that could prevent Namely from remitting payments on your behalf

  • A helpful checklist to make sure you're well prepped to kick off your next pay cycle


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YOUR NEXT PAY CYCLE

At the top of the dashboard, you'll find the submission deadline your next scheduled pay cycle, along with a link to the Payroll Center.

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QUARTERLY DEBITS AND CREDITS

Any debits and credits for the most recent quarter will be displayed, along with a link to view previous Tax Variance reports.

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TAX SETUP ERRORS

Any tax setup errors, such as missing or invalid tax IDs, will be displayed, along with a link to the Company Tax page so that they can be corrected. Please note: These errors will not prevent you from processing payroll, but could prevent Namely from being able to successfully remit payments on your behalf, resulting in late fees and penalties.

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MONETARY AND NON-MONETARY RETURNS

Track issues with employee direct deposits directly on your Payroll Dashboard, as well as view historical data of Monetary and Non-Monetary returns in this report which is refreshed every quarter.

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PAYROLL PROCESSING CHECKLIST

We've included a helpful checklist of items to complete before processing your next pay cycle. We've also included a link to our Payroll Processing Toolkit, which will help you keep track of important to-dos before and after processing.

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