SMART HR News You Can Use

All 1095 files must be Accepted or Accepted with Errors by March 31st, 2023.If your file was Accepted with Errors, be sure to follow the Accepted With Errors Instructions handout on our website to get the errors resolved. New January Rows-Have you built your 2023 ACA information rows yet? If your health plan has a July renewal, then your administrative period is May and June. Review your ACA information to determine if you need to be offering insurance to employees that worked on average &g...

Is it budget time?  Let SmartHR’s Annual Budget Module help you out.Are you thinking about working on next year’s budget? SmartHR’s Annual Budget Module can help project next year’s payroll budget complete with employee step, salary and benefit increases. This module also creates a file that can be imported into SMART Finance. All of the appropriate finance account codes for salary and benefits will be used based on the employee’s current setup i...

Need a proofing tip? Calculate your contracts prior to adding timecards!

You may want to consider setting LIFETAX up as a per pay period item starting in January so it is not forgotten in December each year (or during the year if the employee resigns). Process, but HOLD your 2022 Q4-941 and State Filing until you receive your W-2 confirmation from us, to ensure that no additional changes are necessary.  

Now is the time to notify your employees that W-2’s will be available online. Save your district time and money by having your employees print their own W-2. Employees will need to log into SMARTeR to consent.  

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. 

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 online. When allowed by the district, the employee can change their...

With the first pay check in September, it’s a great time to have your employees verify their pay stub information.  Are they seeing their new rate of pay, if it changed for FY23? 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? 

They work great for Pay Codes and Deduction Codes.Now is a good time to set them up!Contact us 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.