Payroll Custodian

Eliminate pain points common to most financial software by providing advanced functionality

Payroll Custodian

This payroll processing module for rehabilitation agencies’ staff is designed to simplify payroll tasks and make payroll information available across your system. The Payroll Custodian is configurable and flexible software that enables your team to define payroll processing steps to match your business model.

Payroll Custodian includes a fundamental human resources module enabling rehabilitation agencies such as yours to efficiently direct and manage daily human resources processes. From hiring the appropriate team members and analyzing pertinent information to tracking absences and training, your agency can get the job done with minimal effort and maximum control. Moreover, human resources capabilities include extended fields, position management, recruitment, communication tracking, pay structures, file attachment, and self-service.

A Day With Payroll Custodian

Imagine having all your payroll processes in one location, where you can create payroll controls that address your business model, allowing you to import your data from the timekeeping module directly into the payroll journal with all employee information. With the click of a button, you can calculate the payroll journal and can confirm each employee is being paid the correct amount, with the proper deductions being taken out. Then you can simply print and post.

Once the payroll is processed, all your liabilities can be paid by automatic transfer to a payables journal. All you’ll need to do is click a button to create the checks either live or through direct deposit (ACH).

You can have a portal that allows you to run regulatory reports at the end of each quarter and the end of the year. Think about the ease that will come with having 940, 941, W2s, T4s, and ACAs in one place where you can edit, print and file. Robust reporting allows you to document, analyze and review all payroll data. You are even able to create payroll schedules you design using collected data to address your needs.

Extended Human Resources Capability Highlights:

Extended Fields:

Every organization has unique data to store. One of the most common statements the Vertex team hears from human resource departments is that no easy way to analyze data exists. With Payroll Custodian’s Extended Fields, several analysis tools enable your team to sort data quickly and easily. Being able to drill down and locate specific employee information directly from the analysis form will increase your team’s productivity.

Track an unlimited number of user-defined fields and analyze data that is pertinent to your business.
Predetermine the type of data such as code or text that can be entered into a specific field.
Set up a predefined list of values in a drop-down list for the field to ensure consistency of data.
Drill down into specific details, allowing analysis of exact and needed information.
Send the analysis to Microsoft Excel, Word or Outlook, making for ease of information sharing with the click of a button.

Position Management:

Ease the hiring process with Vertex Payroll Manager’s Position Management feature. Position Management enables your team to define all positions within your agency, including specific information that is standard for the position. Pertinent information will automatically flow to the employee once the position is assigned to him or her. This information includes rates along with department and standard payroll controls such as earnings, hours, accruals, and benefits.

Create a budget and actual entries for each position allowing for budget, actual, and variance reporting.
Track job description and qualifications required for a position as well as the proficiency required.
Delineate salary or rate range with warnings if an employee is assigned outside the defined range.
Drill down to view the specific employees who have been assigned to a specific position.
Perform an analysis on employees or applicants to determine the best qualifications for a specific position.
Capture historical position information for tracking career patterns.
Attach multiple positions to individual employees with accurate full-time equivalent information.

Recruitment:

With Vertex Payroll Manager, your team can rate all applicants based on qualifications with the interactive Applicant Qualification Overview feature. Whether your team is recruiting internally or externally, finding the perfect candidates for an open position is extremely important. It also can be one of the most time-consuming tasks a human resources department can undertake. Vertex Payroll Manager’s HR Recruitment feature streamlines this process for your HR team.

Applicant-specific information relating to open job requisitions can be accessed through an applicant or job requisition card. This information includes expected salary, willingness to relocate, and availability. An analysis tool is available to assist in determining the most qualified applicant for a position.
Easily create a new employee from an applicant, with a single click enabling applicant information (qualifications, experience, references, personal information, etc.) to automatically flow to the employee card.
Purge historical applicants determined by specific requirements with the click of a button.
Run Position Qualification Analysis to determine the most qualified applicant for an open position.

Communication Tracking:

Effectively manage communications for employees, applicants, and references using Vertex Payroll Manager. Traditionally, sensitive communications related to human resources operations have been stored on paper in files that grow over time. It is becoming more common to store “soft copies” of documents such as offer letters, employee reviews, disciplinary actions, benefit plan changes, and announcements on the network, but these files are not typically connected to the human resources system or associated with the employee, making it cumbersome to access them.

Vertex Payroll Manager’s Communications Tracking feature enables your team to eliminate hard copies and electronically manage communications for employees or applicants. When your team opens an employee or applicant card, they can easily access all related communications, soft documents, files, and information in fields.
Produce and maintain communications integrated with the mail merge functionality of Microsoft Word.
Create mass or individual communications with employees or applicants that can be distributed by hard copy, email, or fax.

Pay Structures:

Simplify complex pay rates with Vertex Payroll Manager’s Pay Structures feature. Pay Structures enables payment using a company pay grid rather than individual employee rates of pay. When new rates are required or existing rates need to be adjusted, your team can easily copy an existing pay grid with a new effective date, make the changes, and then mass update all employees for these changes to take effect. Effective dates are available through many different areas of Vertex Payroll Manager so your team can load a new rate into the system in advance of the change.

File Attachment:

Vertex Payroll Manager’s File Attachment feature enables your team to store documents directly on the record. For example, your team can simply store a performance review on an employee card.

Self-Service Functionality and Benefits:

Vertex Payroll Manager’s Self Service capability reduces the daily interruptions your payroll and human resources teams likely experience day in and day out. Vertex Payroll Manager leverages Microsoft Dynamics 365 Business Central’s native web client to provide secure access to employee information.

How the Payroll Custodian accommodates your unique payroll situation:

Designed to work within the powerful Vertex Enterprise Resource Planning System:

Vocational Time Vault

TimeWorksPlus

Schedule Simplifier

Production Manager

Payroll Custodian

Financial Facilitator

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Payroll Custodian

Payroll Custodian

A Day With Payroll Custodian