CSD ERP Payroll Demo - Grouped Script

City Schools of Decatur | RFP 26-001 | 13 Stops covering all 50 points | ~40 minutes

40:00
0 of 13 stops completed | 0 of 50 points covered
1
Payroll Dashboard & Run
8 min Points: #27, #28, #29, #30, #31, #36, #42, #50
Pending
/account/payroll/dashboard
#RFP PointWhat to Demo
27Trial payroll / pre-list auditRun trial payroll, show gross vs net reconciliation, warnings/messages
28Current vs previous payroll comparisonShow pre-list comparison: current run amounts vs previous period
29Trial payroll adjustmentsMake adjustments during trial run before finalizing
30Post payroll audit reportsShow completed run audit report with full breakdown
31Off-cycle payroll + direct depositCreate off-cycle run, show DD processing
36Paychecks + ACH + garnishment fileShow paycheck generation, download ACH file, garnishment file
42Check printing for non-DDShow check print option for employees without direct deposit
50Online check replacement requestShow lost check replacement request flow with disclaimer
Talking Points
  • Full payroll lifecycle: draft -> trial -> review -> approve -> submit -> process
  • Pre-list catches discrepancies before money moves
  • Off-cycle runs for corrections, termination pay, bonuses
  • ACH and garnishment files auto-generated per bank specs
2
Salary Changes & Retro Pay
5 min Points: #6, #13, #14, #32, #44
Pending
/account/salary-changes /account/retro-pay
#RFP PointWhat to Demo
6Salary changes with effective dating + attachmentsCreate salary change request with effective date, upload supporting doc
13Retro pay by date entryShow retro pay calculation from a past effective date
14Auto retro on effective-dated transactionsApply salary change -> system auto-creates retro pay record
32Identify underpayments -> retroShow underpayment flag on retro pay page
44Retroactive labor redistributionRe-allocate fund split retroactively on an exception basis
Talking Points
  • All salary changes are effective-dated with full audit trail
  • Retro pay auto-calculates difference x number of missed pay periods
  • Mass step increment for annual schedule advances
  • Supports board-approved salary schedule lookups
3
Employee Record & Deductions
4 min Points: #10, #21, #22, #23, #24, #26, #47, #48
Pending
/account/employees/{id}
#RFP PointWhat to Demo
10Deduction setup (descending, flat, one-time)Show deduction types on employee record: flat amount, % of gross, descending balance
21Direct deposit setupShow DD tab - add/edit bank accounts, split deposits
22Corrections to employee recordEdit employee details (name, address, tax info) with audit trail
24Corrections to employee record (duplicate)Same as #22 - covered above
23Pay/deduction codes -> GL mappingShow pay code setup with GL account mapping for ledger flow
26Arrears deductions managementShow how arrears are tracked when employee has insufficient net pay
47YTD adjustments to wagesEnter YTD wage adjustment on employee record
48New hire from Talent AcquisitionShow employee record auto-created from recruiting/onboarding module
Talking Points
  • Single employee record shared by HR and Payroll - no duplicate data entry
  • All changes tracked with who/when/what audit log
  • Deductions auto-flow to GL based on account mapping
  • New hires from recruiting flow directly into payroll
4
Garnishments
2 min Points: #9, #18
Pending
/account/garnishments
#RFP PointWhat to Demo
9Set up garnishments, multiple, GL interfaceCreate IRS levy garnishment, show multiple garnishment priority, GL debit/credit accounts
18Block withholding changes with active garnishmentShow restriction: employee can't change W-4 when garnishment is active
Talking Points
  • Multiple garnishment types: IRS levy, child support, state tax, creditor
  • Priority ordering follows federal/state rules automatically
  • Garnishment file generated alongside ACH for bank upload
5
Fund Allocations & Labor Splits
3 min Points: #7, #8
Pending
/account/employee-fund-allocations
#RFP PointWhat to Demo
7Pay across multiple departments/cost centersShow employee allocated across multiple departments with % split
8Salary splits / labor cost allocationsAngela Rodriguez: 60% IDEA Grant (Fund 262) / 40% General Fund (100)
Talking Points
  • Unlimited fund/account splits per employee
  • Splits flow through to paycheck GL entries automatically
  • Grant-funded positions easily tracked for compliance reporting
6
Additional Payments & Stipends
3 min Points: #1, #3, #12, #25
Pending
/account/additional-payments /account/gross-up
#RFP PointWhat to Demo
1Gross-up payrollRun gross-up calculation: enter desired net, system calculates gross with taxes
3Additional pay / allowancesCreate additional payment (bonus, allowance) for an employee
12Semi-annual payroll (athletic supplements)Show supplement payment type with semi-annual frequency
25Staff development stipendsShow stipend as special payment type tied to fund code
Talking Points
  • Gross-up ensures employee receives exact net amount (e.g., signing bonus)
  • Supplements can be scheduled semi-annually or any frequency
  • Each additional payment links to a fund code for GL posting
7
Substitute Payroll & Mass Import
3 min Points: #2, #11, #17
Pending
/account/substitute-payroll /account/payroll/mass-import
#RFP PointWhat to Demo
2Load payroll data from ExcelUpload Excel/CSV template with one-time payments, stipends, deductions
11Substitute payroll from 3rd-partyUpload sub payroll CSV from AESOP/Frontline, show validation + processing
17Mass load from Excel templatesShow mass import for pay, deductions, employee data, DD, YTD adjustments
Talking Points
  • CSV/Excel import with real-time validation before processing
  • Frontline/AESOP integration: upload absence report, system maps subs to payroll
  • Download pre-formatted templates with employee data pre-filled
8
PTO Accruals & Termination
3 min Points: #16, #37, #40, #45, #46
Pending
/account/pto-accruals /account/pto-accruals/policies
#RFP PointWhat to Demo
16PTO accrual + automated GL journal entriesShow accrual policies, run accrual, show GL journal entries by cost center
37Month-end accrual after last pay periodShow month-end accrual calculation
40Month-end PTO liability -> GL (multi-position)Show accrued PTO liability journal entry split by cost center
45PTO payout on terminationShow termination payout calculation: balance x hourly rate x multiplier
46Payroll accrualsShow accrual entries and running balances per employee
Talking Points
  • 3 policies: Vacation (5 hrs/period, tenure tiers), Sick (4 hrs), Personal (1.33 hrs)
  • Accruals auto-run with payroll, also manually runnable
  • Carryover caps, max balance limits, waiting periods all configurable
  • Termination payout auto-calculates eligible balance x rate
9
Payroll Reports
3 min Points: #19, #20, #34, #38, #43, #49
Pending
/account/payroll-reports
#RFP PointWhat to Demo
19Labor costs by pay componentLabor by Department report - headcount, gross, employer cost, avg per employee
20Overtime by employeeOvertime Report - total regular, OT hours, gross by employee
34YTD / QTD / MTD accumulatorsYTD Summary - gross, taxes, deductions, net per employee
38Hours/wages alignment HR <-> FinanceHours & Wages report - effective rate vs configured rate
43Labor by category (certified vs classified)Labor by Fund/Category - totals by fund code with headcount
49Drill down employee historyEmployee Pay History - last 24 paychecks with YTD totals
Talking Points
  • All reports filterable by date range, exportable to Excel
  • Hours/wages alignment catches discrepancies between HR and Finance
  • Fund-level reporting critical for grant compliance
  • Employee drill-down shows full paycheck history with trend
10
Compliance & Tax
3 min Points: #4, #15, #35, #39, #41
Pending
/account/payroll-compliance
#RFP PointWhat to Demo
4Tax & legislative maintenanceShow compliance dashboard: active overrides, SUI rate, tax tables maintained by Gusto
15GA SUI override + retroactive tax calcShow SUI tax override with retro calculation option
35FLSA blended rate calculatorSelect employee, auto-load earnings, calculate blended OT rate
39W-2s / W-2CsShow W-2 forms page, W-2C correction request
41Quarter/year-end reports (1095, quarterly)Show 1095 ACA forms, quarterly FICA/GA tax report
Talking Points
  • Tax tables maintained by Gusto embedded payroll - always up to date
  • Georgia-specific: SUI rate override with retroactive recalculation
  • FLSA calculator handles multi-rate employees (teaching + coaching + stipends)
  • W-2/1095 generation automated, corrections via W-2C workflow
11
Payroll Blackout
1 min Points: #5
Pending
/account/payroll/blackout
#RFP PointWhat to Demo
5Restrict access during payroll blackoutEnable blackout -> show that salary changes, deductions, employee edits are blocked (HTTP 423)
Talking Points
  • Blackout prevents changes during payroll processing window
  • Read-only access preserved - users can still view data
  • Admin can override or end blackout early if needed
12
Overpayments
2 min Points: #33
Pending
/account/payroll/dashboard (overpayment section)
#RFP PointWhat to Demo
33Identify/track overpayments + DD reversalsShow overpayment detection via pre-list comparison, tracking list, DD reversal option
Talking Points
  • Pre-list comparison flags overpayments before they go out
  • DD reversals possible if caught within bank processing window
  • HR maintains tracking list - CSD notes this is not a major issue for them
13
GL Integration & Journal Entries
1 min Points: #36 (GL posting)
Pending
/account/payroll/journal-entries
#RFP PointWhat to Demo
36GL posting from payrollShow journal entries: salary expense by fund, tax payables, benefits, net pay cash
Talking Points
  • Auto-generated journal entries by fund code (100 General, 262 IDEA, 600 Nutrition)
  • Debits: salary expense, employer tax expense; Credits: tax payables, benefits, cash
  • Post to QuickBooks or export for manual GL posting