MORE INFORMATION
Provisioning
Provisioning is the process that ADP uses to synchronize
data in ADP Payroll with the data that is entered in Small Business Accounting. The
information from Small Business Accounting is provisioned to ADP every time that you log on to ADP Payroll, unless you click to select the
Finish
Later check box in ADP Payroll. When the
Finish Later check box is selected, no data is
transferred from Small Business Accounting to ADP Payroll. To see the new information in ADP Payroll, you must quit ADP Payroll and then log on to ADP Payroll again.
To start payroll processing in Small Business Accounting, click
Payroll on the
Employees menu.
Company details
The following company details are provisioned to ADP Payroll.
Legal name
The legal name is required in Small Business Accounting. The legal name is also required in ADP Payroll.
Small Business Accounting lets you enter a legal name that contains up to 70 characters. However, ADP Payroll accepts only a maximum of 45 characters. Legal names that contain more than 45 characters
are truncated during the provisioning process. You can use the
ampersand, the dash, the forward slash, and the backward slash in a legal name. No other special characters can be
used in a legal name. After you enter a legal name and the
information is provisioned to ADP, you cannot change the legal name by using Small Business Accounting. To change the legal name, you must contact ADP
to complete a name change form.
Telephone and fax numbers
Small Business Accounting does not require that you provide a telephone number. However, ADP Payroll requires that you provide a telephone number. A fax number is optional in both programs.
E-mail address
Small Business Accounting does not require that you provide an e-mail address. However, ADP Payroll requires that you provide an e-mail address.
Addresses
Small Business Accounting does not require that you provide a company address. However, ADP Payroll requires that you provide a
company address because ADP must have state information. ADP limits the
address to 30 characters. Small Business Accounting lets you enter any number of
digits for the postal code. ADP Payroll requires that you provide a
postal code that has five digits or nine digits. You cannot use special characters.
Federal tax ID
Small Business Accounting does not require that you provide a federal tax ID number. However, ADP Payroll requires that you provide your company's federal tax ID number. The number must contain nine numbers, and the number cannot contain special
characters. Additionally, you cannot enter a federal tax ID that contains all nines.
Employee details
The following employee details are provisioned to ADP Payroll.
Employee name
Small Business Accounting has only one name box. You can enter employee names without any restrictions. However, you must consider how the name is provisioned to ADP Payroll. We recommend that you enter the name in Small Business Accounting in one of the following formats:
- <Last name or names>, <first name> <middle name or names>
In this format, all the words that come before the comma are put in the last name field in ADP Payroll. The word after the comma is put in the first name field, and any remaining words are put in the middle name field. - <First name> <middle name> <last name or names>
In this format, the first word in a name that has three or more words is put in the first name field, the second word is put in the middle name field, and any remaining words are put in the last name field. If the name has only two words, the first word is put in the first name field, and the second word is put in the last name field.
The following table illustrates how ADP Payroll reads the
employee name.
|
| Liu, David J | David | J | Liu |
| Mattos, Paula Berreto de | Paula | Berreto de | Mattos |
| de Mattos, Paula Berreto | Paula | Berreto | de Mattos |
| Berreto de Mattos, Paula | Paula | | Berreto de Mattos |
| David J Lui | David | J | Liu |
| Reshma Patel | Reshma | | Patel |
| José Ignacio Peiro Alba | José | Ignacio | Peiro Alba |
| Paula Barreto de Mattos | Paula | Berreto | de Mattos |
Home address
Small Business Accounting does not require that you provide the employee's home address. However, ADP Payroll requires that you provide the employee's home address. A home address is required because the employee's state of residence is used for payroll
tax purposes.
Status
The employee must be marked as active so that the employee's information is processed in ADP Payroll.
Date of hire
Small Business Accounting does not require that you provide the employee's date of hire. However, ADP Payroll requires this information.
General ledger
Only the account name appears in ADP Payroll. If you have several different types of account that use the same name in Small Business Accounting, the fact that only the account name appears may be a problem. If a general ledger account is not visible
in ADP Payroll, the general ledger account may not be set up in Small Business Accounting. There are only two Small Business Accounting general
ledger accounts that map to ADP Payroll. For example,
regular wages, commissions, and sick pay are all considered earnings. Earnings do not include bonuses. There are four general ledger categories in ADP Payroll for liabilities and expenses:
- Misc
- Pre-tax insurance
- Post-tax insurance
- Retirement
Pay types and time reporting
Pay types
Pay types are predefined in ADP Payroll. If you have correctly set
up the company earnings in ADP, the pay types are available in
Small Business Accounting.
Time entries
You can make individual time entries. Pay types are
available from the pay type list. Pay types are populated from ADP Payroll during
provisioning. If a particular pay type does not appear in the list, you may not have set up that pay type in ADP in the company earnings page.
Time sheets
If time entries are used, time sheets capture the total time that is entered per day. If time entry is not used, the employees can also enter their time directly in the time sheet. Time sheet data is transferred to ADP Payroll in
summary during the provisioning process. You can enter employee time directly in ADP Payroll. Time sheets that are created in Small Business Accounting are not provisioned
to ADP Payroll if the time sheets have a date that is after the date of the ADP payroll that is open for
the current pay period. This time information has to be entered manually into
ADP Payroll. Any time that is entered into ADP Payroll is overwritten during the provisioning
process if time sheets exist for employees.
General Ledger Posting
ADP Payroll populates the general ledger with journal entries to
expense accounts and to liability accounts after a pay run. To pay liabilities, users have to create
miscellaneous bank checks that debit the liability account and that credit the cash
account.