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Overall Progress
0 of 32 complete (0%)
Bring data in from other companies & documents · 0/9 done
Import employee roster from CSV
highUpload CSV exported from prior payroll provider
Import payroll figures from QuickBooks
highMap QB export columns to BrightPath fields
Import payroll history from ADP Run
mediumYTD payroll export from ADP
Import employee data from Gusto
mediumRoster export from Gusto
Scan W-4 forms (bulk)
highOCR-extract filing status, allowances, SSN from uploaded W-4s
Scan job applications
mediumAuto-populate new-hire records from scanned applications
Scan I-9 verification documents
highExtract document info for work authorization
Scan direct deposit forms
mediumExtract bank routing/account from DD forms
Import garnishment orders from CSV
highBulk import child support / levy orders
Enter payroll figures, bonuses, tips, retro pay · 0/6 done
Enter manual payroll adjustments
mediumOff-cycle or manual pay corrections
Enter bonus & commission figures
highQ3 sales commissions and spot bonuses
Enter tips & gratuity data
mediumReported tips for tipped employees
Enter retroactive pay adjustments
mediumBack-pay for rate changes
Enter new-hire details
high3 new hires starting this period
Enter termination & severance
mediumFinal pay and severance agreements
Child support, tax levies, creditor garnishments · 0/5 done
Enter child support orders
highNew child support withholding orders
Enter federal tax levy
highIRS levy for EMP-1008
Enter bankruptcy garnishment
mediumChapter 13 repayment order
Enter creditor garnishment
lowCourt-ordered creditor withholding
Review CCPA garnishment limits (25%)
highVerify no garnishment exceeds federal cap
Fix overpayments, misclassifications, YTD errors · 0/7 done
Correct misclassified employee pay
highReclassify EMP-1012 from 1099 to W-2
Correct overpayment (EMP-1005)
highOverpaid $450 last period — arrange repayment
Correct underpayment (EMP-1007)
highUnderpaid $280 — add to next check
Correct tax withholding error
mediumWrong filing status on EMP-1003 W-4
Correct benefit deduction error
mediumMedical premium not deducted for 2 periods
Correct YTD balances
mediumReconcile YTD after mid-year provider switch
Correct pay rate error (EMP-1010)
mediumRate increase from $22 to $24 not applied
Verify accuracy before payroll submission · 0/5 done
Review imported data for accuracy
highSpot-check CSV imports against source
Review garnishment calculations
highVerify all garnishment deductions computed correctly
Review final payroll before submit
highFinal gross-to-net review for Aug 28 run
Review tax filings (Q3 941)
mediumVerify quarterly 941 figures
Approve all corrections
highSign off on correction batch before payroll