One Time Payroll Processing Setup Steps Checklist

One time Payroll Processing Setup Steps

One Time Set Up (These processes needs to be performed initially to set up the needed modules) User must have the appropriate access for this setup.

1. _____Installing USPS and USAS Integration Module

•  

  •    In USPS, Go to System/Modules

• Click the + next to USAS Integration Module to install Module

Click refresh  to see USAS Integration tab

•  

  •    In USAS, Go to System/Modules

• §  Click the + next to USPS Integration Module to install Module 

• Click refresh  to see USPS Integration tab

2. _____Installing Email Notification Setup (the program will be similar to E_DIRDEP)

• o   In USPS, Go to System/Modules

  • §  Click on the + next to Email Notification Services to install module

  • o   In USPS, Go to System/Configuration

    • §  Click the   next to Email Direct Deposit Notice Configuration

    • §  Type email address of the email notice sender in the From Email field

    • §  Click Save

    • o   In USPS, Go to System/Configuration

      • §  Click the  next to Email Configuration

      • §  Verify that the Port and SMTP Host are set up accurately (your ITC may need to verify this data

3. _____Installing Employer Distribution Module (this program is similar to BRDDIS)

• o   In USPS Go to  System/Modules

  • §  Click the + next to Employer Distributions Module

4.____Set up Employer Retirement Share Module (this program is similar to BRDRET) if applicable

• o   In USPS Go to System/Modules

  • §  Click the + next to Employer Retirement Share Module

5._____Set up the Automatic Payment Reconciliation Configuration (This program is similar to PAYREC/POSITIVE PAY)

• o   In USPS Go to Utilities/Automatic Payment Reconciliation Configuration

  • §  Choose the fields that you want on your form file

  • §  Click Save and enter in a name for your form file

  • Click Save