RDA Systems Inc

All of the Normal / Standard Processing Tasks displayed below may, or may not, appear on your organization's task bar, and/or additional tasks not displayed below may appear. Differences between your task bar and the items displayed would be due to one or more of the following:

• Type of Organization (for example, school versus government)
• Modules / Features purchased (for example, Self Serve modules)
• Generic Setup Variables
• Customization

Please contact RDA support regarding specific questions related to your organization.

Process		Action		Reference
1		Required - If Running Payrolls from Different Bank IDs		How do I set the Bank ID for my current payroll or update other values?
2		Optional - As Needed for Changing Employee Related Information		How can I access employees to make changes to demographics, deductions and/or jobs?
3		Required		How do I create a new Pay ID?

Start Tab

Process		Process Submenu	Action	Reference
4			Recommended - For Organizations with PIM	How can I download changes made by employees on the ESS / PIM website?
5		Clear Prior Time Download	Required - For Organizations with Time Management	How can I clear out time from a previous time card download?
		Download from Time Clock		How can I download time for the current payroll?
		Review Downloaded Time		How can I review the time that was downloaded?
6		Substitutes	Required	How do I select substitutes into a payroll?
		Jobs in Mass		How do I pay jobs in mass?
		Individual Jobs		How do I pay jobs individually?
		Multiple Rates		How do I enter time for multiple rates per job?
7			Recommended	How do I find out which jobs are not paid?
8			Recommended	How can I compare gross wages from one payroll to another?
9			Required	How can I verify all employee jobs and gross wages to be paid?
10		Add Board Paid Benefits	Optional - Only when needed	How can I process employer paid (board paid) benefits for employees on leave or for retirees?
11			Recommended	How can I verify that all employees have required tax deductions?
12			Recommended	How can I review employee deductions with correcting amounts?
13			Required	How do I calculate all employee and employer paid deductions with correcting amounts?
14		Deductions	Recommended	How can I compare deduction amounts from one payroll to another?
		Job Deductions		How can I compare deduction gross and deduction amounts from one payroll to another?
15		Summary	Recommended	How can I verify in summary all employee and employer deductions for a payroll?
		Deduction Register	Required	How can I verify in detail all employee and employer deductions for a payroll?
16			Recommended	How can I verify if jobs are correctly set to use Job Accounts?

Process		Process Submenu	Action	Reference
17			Required - Must Show No Errors	How are the accounting transactions created for a payroll?
18			Required - Unless No Checks to be Issued	How do I assign check numbers to the pay checks?
19			Required - Unless No Direct Deposits to be Issued	How do I assign direct deposit numbers to the direct deposit transmittals?
20		Check Numbers	Recommended	How do I verify that the same check number has not been assigned to more than one employee within the same payroll?
		Direct Deposit Numbers		How do I verify that the same direct deposit number has not been assigned to more than one employee within the same payroll?
		CK All Pay IDs		How do I verify that the same check number has not been assigned to another employee in any previous payroll?
		DD All Pay IDs		How do I verify that the same direct deposit number has not been assigned to another employee in any previous payroll?
21			Recommended	How can I verify that all jobs in the payroll have been assigned a check or direct deposit number?
22		Check	Recommended - Unless No Checks	How can I run a Check Register for the payroll?
		Direct Deposit	Recommended - Unless No Direct Deposits	How can I run a Direct Deposit Register for the payroll?
		Direct Draft	Recommended - Unless No Direct Drafts	How can I run a Register of Direct Drafts for the payroll?
		Payroll	Recommended	How can I run a report to verify gross to net for each employee in the payroll?
23			Required - Unless No Checks to be Issued	How do I print the pay checks?
24			Required - Unless No Direct Deposits to be Issued, or Emailing/Uploading	How do I print the direct deposit transmittals?
25			Recommended for Employees with Net Zero Pay	How do I print an advice for an employee who has a net pay of $0.00?
26			Required - Unless No Checks Issued	How can I attach a pdf copy of each employee's pay check to his/her Personnel Pay for a Pay ID?
27			Required - Unless No Direct Deposits Issued	How can I attach a pdf copy of each employee's direct deposit transmittal to his/her Personnel Pay for a Pay ID?
28			Required - Unless No Direct Deposits Issued	How do I create the ACH Direct Deposit file?

Finish Tab

Process		Process Submenu	Action	Reference
29			Required	How do I distribute the financial activity for the payroll?
30			Required	How do I update the pay checks and direct deposit transmittals to the Bank Reconciliation module?
31			Required	How do I clear payroll checks and transmittals?
32			Required	How do I update the calendar and fiscal month/year files for each employee?
33		Direct Deposits	Based on Organizational Policy	How do I email direct deposit transmittals to employees?
		Paid Employees	Optional - Only When Needed	How do I send an email to some or all employees paid on a specific Pay ID?
34			Recommended for Organizations with the Leave Module	How do I update earned and used leave transactions?
35			Required - Visibility on Payroll Menu Determined in User Security Profile	How do I post activity in Payroll?
36			Recommended	How can I generate a report showing payments made to substitutes?
37			Recommended
38			Recommended
39		Direct Deposits
		Check Stubs
40		Check for Un-updated Deduction Pay Masters	Recommended
		Federal / State Earnings Comparison
		FICA / Medicare Earnings Comparison
		FICA Calculations Report
		Deduction Pay Masters vs. Calendar Comparison