CenterPoint^® Payroll - JobBOSS Migration Check List

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After the JobBOSS data is migrated to a CenterPoint Payroll database, it is important to verify the information outlined in this document.

Red Wing Software provides documentation that can be used while the information is verified. The documentation can be found by logging in to www.redwingsoftware.com, clicking the My Account button, and from the My Account page, selecting the JobBOSS tab.

Documentation can also be viewed from any CenterPoint Payroll screen by pressing the F1 key or by selecting Help > CenterPoint Payroll Help and entering a Search key word or using the Menu in the upper-right portion of the screen.

• SUTA Rate

• After the JobBOSS migration, the SUTA Rate must be set. Also, each year, your state will notify you of the rate you must use in the new year to calculate your unemployment tax liability. Because this rate differs by employer, it is not updated by installing tax table updates and must be updated manually.

• Select Setup > Payroll Details > Employers.
• Select your employer and click Edit.
• Select the Taxes tab.
• In the box on the upper-left side of the screen, locate the state that the SUTA rate should be set for.
• Under the state, select the state unemployment tax.
• On the right side of the screen, enter the Effective Date for the rate change, for example 1/1/17.
• In the Rate box, enter your employer's rate.
• Click Save.

• Leave (optional)
  •  Leave is not migrated from JobBOSS to CenterPoint Payroll. Review the following documents to determine how to set leave up in CenterPoint Payroll to best accommodate your needs:
    • Understanding Leave (Vacation, Paid Time Off, Sick, etc.)
    • Setting Up Leave (Step 1)
    • Enter Beginning Leave Balances (Step 2)
    • Calculate Paid and Record Used (Step 3)
    • Leave Adjustments (Step 4)
  • After you enter your Start-up Pay and you are going to go live with CenterPoint Payroll, leave adjustments should be entered to correct leave balances.
• Work Shifts (optional)
  • Work Shifts migrate from JobBOSS and are available to report on or filter by. CenterPoint has the additional capability of using shift differentials. If you want pay to be adjusted based on the shift selected, work shifts need to be updated. Review the Work Shifts document to determine how to set up your shift differentials in Setup > Payroll Details > Work Shifts.
• Workers’ Comp Classes (optional)
  • Workers' Compensation Classes migrate, however, CenterPoint has the additional capability of calculating the worker's compensation due. If you want workers' compensation taxes to calculate for reporting purposes, rates need to be added. Review the Workers' Compensation Classes document to determine how to set up your workers' compensation classes on the Setup > Payroll Details > Employer > Taxes tab.
• Direct Deposit (if applicable)
  • Employee accounts migrate, but the direct deposit file set up does not. If you use direct deposit, review the Direct Deposit Setup & Processing document to determine how to set up the direct deposit information necessary on your Checking account on the Setup > Accounts > Accounts > Direct Deposit tab.

• Local Taxes (if applicable)

  • Local taxes are not migrated. If applicable, review the Local Taxes document to determine how to create and assign local taxes to employees in Setup > Payroll Details > Local Taxes and Setup > Employees > Taxes tab.
• Earnings
  • Salary earnings in JobBOSS are equivalent to Fixed Rate earnings in CenterPoint, where a rate is entered and that rate is used each pay run. CenterPoint also has salary earnings, where you can identify a salary and schedule, for example you can enter an annual salary and the system will know that if you pay biweekly, that salary is divided by 26 for each paycheck. All salary earnings in JobBOSS are migrated as fixed rate earnings, but it is likely some of them would be more accurately set up as salary.
  • Review the earnings that migrated to determine that the methods on the earnings are accurate. Earnings are created in Setup > Payroll Details > Earnings. Review the Earnings for more information.
• Deductions
  • CenterPoint Payroll handles deductions differently in JobBOSS in that CenterPoint does not allow one deduction to have different methods per employee. This means there could be multiple deductions in CenterPoint for one deduction in JobBOSS. For example, a 401k could have two deductions, 401k Fixed Amount and 401k Percent. Review the Using Deduction & Benefit Schedules and Frequencies and Deductions & Benefits documents for more information. The setup for deductions and benefits can be found in Setup > Payroll Details > Deductions & Benefits, Deduction & Benefit Frequencies, Deduction & Benefit Schedules.
  • If any employee is paying a deduction with a lifetime limit that crossed a year, CenterPoint Payroll will only know what was entered in the Start-up pay. Amount repaid can be adjusted in Setup > Employees > Deductions & Benefits tab.
• Accounts
  • Accounts from JobBOSS Accounting that are used in Payroll are migrated to CenterPoint. It is possible that migration will also create some accounts within CenterPoint.
    • An account used in JobBOSS Payroll was not found in the JobBOSS Accounting chart of accounts.
    • Workers’ Compensation Classes required accounts in CenterPoint but did not in JobBOSS. The accounts created for WC can be combined within CenterPoint if desired.
  • Any new accounts added in CenterPoint need to have the same account number as in JobBOSS.
• Employers
  • Employers migrate, but additional information needs to be entered and verified.
    • In Setup > Payroll Details > Employers, on the Taxes tab, from the left side of the screen select Federal and enter your Federal Tax Id.
    • Continue selecting the taxes from the left side of the screen and verify that the Liability/Expense accounts are accounts that exist in JobBOSS, the correct State and Local Ids, and the Workers' Comp Ids and rates are entered.
• Employees
  • Verify that the migrated employees are accurate. Verify the earnings, deductions, work shifts, etc. are accurate based on the information discussed previously . If an employee does not have an earning or a deduction, it can be inactivated . The expense account on the earnings should also be verified. It is important to understand how to setup and change employees. Employees are created in Setup > Employees.
• Check Designer (if applicable)
  • Review the Check Designer for Stub/Stub/Check document to customize your check to print on your existing check stock.
• Start Up Pay
  • JobBOSS pay run transaction data does not migrate. Year to date balances must be entered as Start Up Pay if you are starting CenterPoint mid-year or want to print/e-file W-2s from CenterPoint. Review the Start-up Pay - Entering Year-to-Date Pay document to determine how to enter start-up pay in Setup > Payroll Details > Start-up Pay.
• Preferences
  • Review payroll preferences in File > Preferences > Payroll and press F1 on each selection to review the specifics about each preference.
  • Verify that your Payroll > Printing - Checks preference is set to the Stub/Stub/Check format if you are using JobBOSS check stock.
  • Items found in JobBOSS Preferences are mostly found under Setup > Payroll Details > Employers in CenterPoint.
• Processing a Pay Run
  • Review the following documents to understand how to import time from JobBOSS, process a pay run, and export journal entries to JobBOSS.
    • Import Time into CenterPoint Payroll and Export Payroll Journal Entries to JobBOSS document.
    • Processing a Pay Run/Pay Employees document.
  • Run a parallel payroll with both JobBOSS and CenterPoint Payroll and compare the pay runs.
• Go "Live" with CenterPoint Payroll
  • After you enter your Start-up Pay and you are going to go live with CenterPoint Payroll, leave adjustments should be entered to correct leave balances. Review the Leave Adjustments (Step 4) document for information about entering adjustments in Process > Leave Adjustments or Mass Leave Adjustments.
  • When you are ready to go "live" with CenterPoint Payroll, select File > Preferences > Interfaces > JobBOSS > Database tab and change the Enabled box to Yes.

  Document: 3322

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