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Payroll Processing Information
Your Company Name
City
State
Your Name
Phone (xxx-xxx-xxxx)
Your Email
How Do You Prefer We Contact You
Confirm Your Email
Request For Quote
Street Address
What is the Average Number of Employees Paid per Pay Period
How Many Are Live Checks
How Many Are Direct Deposits
The total number of Live Checks and Direct Deposits must equal the total number of employees paid per paid period
Are You Interested in PAY CARDS ( for Employees Who DO NOT HAVE Direct Deposit ).
You can realize significant savings each pay period by having ALL employees on either Direct Deposit - Pay Cards or a combination of both.
Processing Frequency
Time and Attendance Information
Payroll Reporting Method
Preferred Time and Attendance Solution
1.) If "Simple Time" is Selected - Number of Clocks Needed (Minimum of 1 Required)
What Method of Internet Connection Do You Have
Section 1 - Simple Time
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Section 2 - Web Time
The following information will be used to identify your current situation with respect to Time and Attendance, analyze the results and assist us in developing the proper solution.
1.) If automated, what time and attendance system is currently being used?
2.) How many employees are currently tracking time?
3.) How is this time currently being tracked? (via the web, clocks, other) If you are currently using clocks or other devices, please fill out the supplemental Hardware Questionnaire
4.) Briefly describe the manner in which timesheets and/or time cards are processed and approved.
5.) What type of cost centers or job costing is currently in place? (Ex. Hours and/or dollars by region, department, project, task, etc.) If using non-static job costing, please fill out Job Costing Questionnaire
6.) What types of reports are used with respect to time/labor data?
7.) Are you concerned with any of the following? Check ALL that apply.
8.) How is data currently synchronized (if any) between your Payroll Processing - H.R.I.S. and Time & Attendance systems? Describe any manual data entry required to update any/all systems.
9.) When are you looking to migrate to this new system?
10.) Can you supply a copy of the following: ( 1 ) a sample timesheet and time card ( 2 ) detailed pay rules ( 3 ) existing benefit accrual policy.
Workers' Compensation
Describe in Detail What Work You Perform
Date Business Started (mm/dd/yyyy)
Number of Employees - Full Time Part Time
Estimated Annual Payroll
Existing Businesses - Existing Coverage
New Businesses - No Existing Coverage
Current Carrier
Bureau File Number
Name All States You Conduct Business In
WC Class Code(s)
Experience Modification
Inception Date (mm/dd/yyyy)
Expiration Date (mm/dd/yyyy)
F.E.I.N.
Do You Sub-Contract Work
% of Work Sub-Contracted
Code
Class Code Description
State
Est. Ann. Payroll
Other Services
# of EE's
FT
PT
FT
FT
FT
PT
PT
PT
Please check the box next to the product or service that you would like additional information on or a quote:
