SMART HR News You Can Use

Verify calendar year end limits.  If you have January 1 renewals on your deductions, this is a good time to verify the calendar limits. For example: Health Insurance, HSA or FSA deductions.  

Let your employees update their Direct Deposit/W4 information on eR.The Direct Deposit page in SMART eR allows employees to view their district deposit information online. When allowed by the district, the employee can change the amounts allocated to their bank account(s) online. An electronic signature is required. Changes made will not be active until it is signed by the employee and then moved into a payroll. The W-4 page in SMART eR allows employees to view their W-4 withholding amounts...

Pay Check Information. Is it correct?With the first pay check in September, it’s a great time to have your employees verify their pay stub information. If their rate of pay changed for FY24, are they seeing the new rate? Are their deductions correct? For example: Did TSA amounts change? Are they seeing Health Insurance, if they enrolled? Are they seeing additional taxes withheld, if they put that on their W4? 

Rate Tables: Are you using them? They work great for Pay Codes and Deduction Codes. Now is a good time to set them up! Contact your Region 1 payroll processor for setup instructions. 

Are you using locations correctly in SMART HR? Locations are for physical locations a.k.a buildings.  A good practice would be to have your locations match the ORG codes you have in finance. If you have created a location called Subs or Mail Out then you are using the field incorrectly. As an alternative you could use department to flag your subs and use check location to flag your employees that need checks mailed out. 

Don’t forget to refer to the checklist for items you will need to complete in July. Districts that have July health insurance renewals should be building their July ACA info rows. It is much easier to build them in July than it is to build them later in the year! 

REMINDER: This year, there is no rate change for TRA! If you have multiple payoff codes, you will have the option to split your payoff payrolls into two calendars with separate payoff sequences or have one calendar with combined payoff codes.