PrimePay Payroll Setup Instructions – Ceterus

Payroll Reports

PrimePay is consistently focused on making updates that further enhance our information security and privacy capabilities as well as optimize the user experience. The following document outlines updates to the Online Document Center and Online Portal Dashboard, reflecting a new reports section for you to obtain copies of your payroll reports and tax returns. Additionally, you can generate reports on-demand at any time.

Please note: PrimePay has been making slight changes to our online document center over the past few years, and your account may have gone through some upgrades already. Please review the screenshots below to better understand what is in store for you as we upgrade your account.

Online Document Center

PrimePay’s Online Document Center was created to serve as our “electronic filing cabinet” for payroll reports and tax returns.

When you log in to our online document center, you may see a screen that looks like this:

When PrimePay introduced our Online Payroll solution, we created a single sign-on (SSO) portal to link the existing online document center with our newest payroll offering.

Payroll Reports

If your account was upgraded to the new portal, you would have seen the following message upon logging in:

Payroll Reports

The difference is the tan header bar along the top. If you select “Payroll”, you will be brought to your regular online document center view:

During the transition to our new reporting platform, you may log in and see “historical reports” instead of payroll – please do not be alarmed, this is step one of your upgrade process!

Once your account is fully upgraded to our new reporting feature, you will log in and see “Payroll” in your tan header. However, it will now be a drop-down menu:

Payroll Reports

The “Pre – MM/DD/YYYY Documents & Exports” menu link will take you to the online document center you have been accustomed to seeing:

**The date will be specific to your account – this will be your upgrade date. In this example, the account was upgraded on 7/21/2020**

Online Portal Dashboard

The “Payroll Documents & Exports” menu link will take you to our new dashboard and reporting section!

Payroll Reports

The key areas to focus on will be Manage Employees and Reports:

If you select “Manage Employees” you have access to copies of your employee’s pay statements. You can select an individual employee by clicking the money icon ( ) to the right of their name, or to obtain pay statements for all employees for a particular check date, select the icon above the grid of employees.

Note: You can click on your employees but are not able to make any changes to their set-up

Payroll Reports

By selecting “Reports,” you will find where payroll and tax reports are housed moving forward.

Please note the following tabs: Payroll, Employer, Data View and Exports, Downloads, and Tax Forms.

Payroll Reports

Payroll: Payroll reports are reports that can be generated against a payroll. The default payroll date is the latest check date, but this can be changed. You can select one report or multiple reports at a time.

Payroll Reports

If selecting multiple reports, you are able to only download the reports. If selecting one, you are able to click “Run” and see it on screen.

When running certain individual reports, you can customize the report output. This can be updated on the right-hand side of the report display on the screen. If changes are made to the available report options, simply click on “Regenerate” to see the updated version of your report. You also have the ability to print or save a copy in various formats.

Payroll Reports

Employer: Employer reports are those reports that can be generated at any time and are not tied to a specific payroll. Rather, they are applicable to you, the employer. Like Payroll reports, you can view one on-screen, or download multiple reports. Certain reports can be customized as well, and these options are found on the right-hand side menu if applicable.

Data View and Exports: The Data View and Exports tab can be used to create custom analytic reports. This would be similar to the “View & Export Data” section of the online document center.

Payroll Reports

We have created and loaded some templates to be used in report creation:

Once the template is selected, you have additional options to select to generate your report:

Once your two settings are selected, click Run and the report will appear on screen. You can then review the data or select Options to further filter or customize the report. If you are satisfied with the output, select the down-carrot on the Run button to download a copy.

Payroll Reports

We will be adding additional templates in the near future, stay tuned for these exciting enhancements and additional instruction documentation.

Downloads: Downloads is the location to find any report or grouping of reports, that you selected to download. The report(s) are contained in a zip file and available for 14 days after the initial download request.

Downloads also contains a section titled “Archived Delivery Packages.” This contains a zip file of reports from your most recently processed payroll. This will auto-replace any time a new payroll is processed.

Tax Forms: The Tax Forms tab contains file copies of the various quarterly and annual tax returns that PrimePay prepares on your behalf.

You can select the calendar year along with the quarter-ending month you desire, and the corresponding tax returns will appear on the screen. Simply click on a report and a PDF copy will download for you to view, print, or save.

Payroll Reports

Prior quarter/year tax returns as well as payroll reports, will be maintained in the “Pre- MM/DD/YYYY Documents & Exports” section for the time being. In the future, we will be migrating historical data to the reporting section.

If you have any questions or need guidance, our Client Success Representatives are here to help. Please contact 1-833-968-6288 to speak with a representative.

Was this article helpful?

0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.

Articles in this section