Chad Busch – When I Work Help Center

Clover POS Integration Reference
- April 9, 2024
- Chad Busch
When I Work integrates with Clover Point of Sale (POS) to increase operational efficiency through some automations. With this integration you can: Create and update user records in When I Work based on your users in Clover POS. Update the sales amount by day and by Schedule in When I Work based on sales data captured in Clover POS. Create and update shifts in Clover POS based on shifts created and modified in When I Work. Create and update clock in/clock out entries in When I Work based on clock ins for shifts in Clover POS. You must be on…
Managing Payroll Files
- April 8, 2024
- Chad Busch
Each payroll you submit includes files relevant to that payroll. You can manage all of the relevant files for your submitted payroll from each payroll details page. These files include: Paychecks Cash Requirements Payroll Journal Payroll Register File Description Paychecks A file containing all of the paychecks that can be printed. Cash Requirements A file containing total amount needed to cover expenses for the entire payroll, including all checks, EFT transactions, and deductions, withholdings, and liabilities. Payroll Journal A company and employee breakdown of the earnings, taxes, and deductions that make up the payroll currently under review by the admin….
Sync Payroll to QuickBooks Online for Accounting
- March 28, 2024
- Chad Busch
You can connect your QuickBooks Online account application to When I Work Payroll during the implementation process. This option is available during the Set Up Accounting step of the Company Onboarding process. When prompted during the Set Up Accounting step, choose QuickBooks Online and click Connect. Question Answer Which categories must be mapped to the chart of accounts to create payroll journal entries in the general ledger? Payroll categories must be mapped to your companyʼs chart of accounts to enable the proper flow of payroll data to the QuickBooks Online general ledger. Optional categories can be marked in the dropdown…
Payroll Billing Reference Guide
- March 25, 2024
- Chad Busch
This article covers how billing works when you enroll in Payroll as part of your subscription to When I Work. Last Updated This article was last updated on March 25, 2024. Payroll fees are billed in arrears on a monthly basis and are included in the monthly bill alongside the subscription fees for the Scheduling & Attendance Product. Customers on annual Scheduling & Attendance plans that are billed on a monthly basis are billed for both their Scheduling & Attendance subscription as well as the monthly Payroll fees. Payroll consists of the following fees: Payroll Base: A flat dollar amount…
Payroll Employee Onboarding Link Reference
- Chad Busch
If your employer uses When I Work Payroll you may be asked to complete an Employee Onboarding Link to provide additional information. Collect the following information in advance to help speed up the process: Section Required Details Personal Info First name, Middle name, Last Name Date of birth Social Security Number Employee Residence/Address Paperless W-2 consent Payment Method By direct deposit By cash or physical check Tax Withholding Federal Tax Forms (W-4) Required additional state tax forms based on each state. Manual Direct Deposit Setup If direct deposit is set up manually (account and routing number) instead of through Plaid,…
Payroll Implementation Reference
- March 15, 2024
- Chad Busch
This article is designed to provide an overview of how to implement When I Work Payroll and all the details you will need to get started. Complete the enrollment form, which asks for the following information: FEIN Legal Name Trade Name or DBA (if applicable) Number of employees Number of contractors Current payroll provider Estimated amount of money that will be paid to employees and contractors per pay period. Get a glimpse of how Payroll works with Scheduling and Attendance and see the value of a real-time, all-in-one solution. Ensure that your workplace is ready for onboarding by completing the…
Payroll Company Onboarding Link Reference
- Chad Busch
During your Payroll onboarding process you will need to provide information about your workplace and employees. Use this article as a reference when collecting all the necessary information. The onboarding link is a step in getting onboarded into When I Work Payroll. Check out the Payroll Implementation Guide for more information about all the other steps. The following information is requested when completing the onboarding link. Collect this before your scheduled onboarding call to speed up the process. Key Components Where to Collect From Company Information Data Collect company setup information needed to verify payroll necessity Company legal details: Legal…
Washington State Tax Setup Reference
- Chad Busch
Washington State mandates employers to provide specific employee data. Use this article as a guide for additional tax requirements when setting up Payroll. Check out the Payroll Implementation Guide for more information about the rest of the Payroll implementation. Position Change If an employee changes positions, let When I Work know so we can send you an onboarding link to update the code/rate for the employee. Washington state requires all employers to calculate and withhold a 0.58% premium from employees for this tax. It is possible for some employees to apply for an exemption from the tax via the WA…
Previous Payroll Provider Access Link Reference
- Chad Busch
The previous provider access component (PPAC) guides employers through how to grant access to their payroll history, enabling a more seamless transfer of data. Check out the Payroll Implementation Guide for more information about all the other steps. Considerations Check is When I Work’s embedded payroll partner. In order to migrate data from your previous payroll provider, you may be asked to grant access to Check as an authorized user. This greatly reduces the implementation time as well as minimizes opportunity for error. Using the component If you did not list a previous payroll provider in the Early Enrollment Form,…
Basic Time Off Accruals Release Notes
- March 4, 2024
- Chad Busch
Basic Time Off Accruals enables you create time off accrual policies to start tracking time off for you and your users. If you are migrating from another time accrual tracking system you can transfer all that information right into When I Work. Create time off accrual policies for all of your time off types. Track and manage time off balances for all users. Manage Basic Time Off Accrual Policies Edit Time Off Balances for Users Checking Your Time Off Balance

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