A. Payroll and Business Services Overview

A.1. What types of reports will be included with each payroll package?

A standard report set will be enclosed with each payroll package. These reports include the following:

  • Payroll Checks, Direct Deposit Advices, and Employee Earnings Statements
  • Payroll Timesheet
  • Payroll Summary
  • Payroll Check Register
  • Time Sheet for Next Payroll
  • Deduction Report
  • New Hire Report (as required)

ClearPoint Payroll also offers a wide variety of optional reports for those who require additional tracking and management of payroll information and related business services. Optional reports are available and include, departmental summary, labor distribution report, job cost report , vacation and sick pay accrual report, and many more.

ClearPoint Payroll offers a variety of delivery methods for receiving your payroll package. Your payroll can be sent to you via U.S. mail, a local courier service or a national carrier such as DHL, UPS or FedEx. If need be, your payroll package can be sent for overnight or 2-day delivery. Different charges apply depending on which delivery method you choose.

Yes. In addition to paper reports received with each payroll package, we offer electronic delivery method. You can receive complete set of reports through email immediately following payroll processing. Reports are password protected and sent to you in a PDF format so you will easily be able to open them for quick review and printing. You can even have reports sent to your CPA.

Yes. To enable this capability, an employee must be on direct deposit. An employee earnings statement or pay voucher will be sent. That will need to be given to employee on pay day.

B. Getting Started with ClearPoint Payroll

B.1. How long will it take to set-up my account and run my first payroll?

Once you establish a ‘first check date’ we will work with you to ensure we have all the necessary information to run your first payroll. As a general rule we require five business days to handle the set-up process and insure 100% accuracy with your first payroll.

All payroll companies have very strict policies when it comes to security and confidentiality. The only people that have access to your payroll data are those you have specifically listed on your account. You are encouraged to contact your current provider as soon as possible and request the latest year-to-date reports that includes payroll information up to your very last payroll.

To enable ClearPoint Payroll to effectively process your payroll and legally remit and file your payroll taxes, we require that you complete, sign/initial and fax back our ClearPoint Payroll Client Services Agreement consisting of the following documents:

  • Master Payroll Services Agreement
  • Tax Service Agreement
  • Electronic Payment Of Service Fees
  • Direct Deposit of Employees Payrolls
  • Check Signing Service Agreement
  • Power of Attorney Forms (Required)

These documents give ClearPoint Payroll the proper authority to process your complete payroll, remit payroll taxes and file returns on your behalf.

C. More About the Payroll Process

C.1. How does the payroll process work?

We assign a professional and courteous payroll specialist to work with you. Your dedicated payroll specialist will get to know you and the intricate details of your business. Your specialist will become an extension of your staff and is available to assist you with any payroll questions.

Our typical payroll process is fairly simple

  • Step 1. Client prepares current payroll information
  • Step 2. Client submits payroll information to assigned payroll specialist
  • Step 3. Payroll specialist validates payroll information and executes processing
  • Step 4. Complete payroll is processed; payroll checks and reports are produced and packaged
  • Step 5. Payroll package is sent to Client ready for management and distribution
  • Step 1. Client prepares current payroll information
  • Step 2. Client enters payroll information into payroll system accessed via the web.*
  • Step 3. Client validates payroll information and executes processing via the web.*
  • Step 4. Complete payroll is processed; payroll checks and reports are produced and packaged
  • Step 5. Payroll package is sent to Client ready for management and distribution

* We are always available for assistance by phone.

If the Web access method is selected for payroll entry, an assigned payroll specialist will work directly with you for the first three payrolls via the phone. This is a proven start-up method that enables 100% accuracy of all payrolls from the start – a Best Practice. It also enables the most effective education on how to use our web services platform.

  • What options do I have to submit my payroll information?
  • How can I be sure all of the information I submit is properly entered into the payroll system?
  • What if there is a mistake in my payroll?
  • How do you handle my payroll tax payments and filing requirements?
  • What if I have employees to add or remove from my payroll?
  • What if I need to write a payroll check?
  • How does direct deposit work?
  • What is your billing process?