Payroll Readiness

A good payroll run depends on many processes performing successfully. Before you start your run, here's a checklist you can follow to help ensure it's successful.

1. Confirm completion of all payroll prerequisites.

   For further info, see the following in the Help Center.

   • Personal Payroll Info for the US

   • Payroll Transactions for the US

2. Review the Payroll Dashboard for notifications, and take any actions requiring your attention.

   For further info, see How to Monitor Payroll Flows from the Payroll Dashboard in the Help Center.

3. Run the Payroll Data Validation Report to identify noncompliant or missing statutory info for people in a payroll statutory unit.

   For further info, see Payroll Data Validation Report in the Help Center.

4. Check retroactive notifications, and process any retroactive changes.

   For further info, see the following in the Help Center.

   • Retroactive Notification Report for the US

   • Recalculate Payroll for Retroactive Changes for the US

Note: The US Simplified Payroll flow performs some of these steps for you. If you have configured your own flow, you might have to perform them manually.

After you have confirmed your readiness, you can proceed with the run. For further info, see Calculate, Validate, and Balance Payroll for the US in the Help Center.