• Save time viewing reports
If you're viewing a report for a particular pay period in SurePayroll
and want to see another from the same period, you don't have to return
to the main report center. Just select the desired statement from the
report drop-down menu.
• Break out employee pay type
You probably know you can select from several earnings types for each
employee. But to choose more than one of those pay types, you need to
click on the employee's name. This will bring up a screen that lets you
view the amount of pay by pay type for that worker.
• Create multiday events
To get around the limitation of having to create events day by day, use
the recurring event option at the bottom of the page.
• Start tagging
With the Winter '08 release, Salesforce.com instituted personal tagging.
Now you can mark information with your own tags, such as "hot opportunity,"
and later search by those tag categories.
• Don't reinvent the form
Before creating a form, check the SurePayroll library, where you'll find
dozens of forms—such as I9s, W-9s, direct-deposit authorizations,
job applications, and more. You can download them and, when appropriate,
populate some of the data.
• Tie benefits to earnings
If you enter benefit hours used by employees during a pay period, the
system will calculate the earnings, subtract benefit hours from the regular
hours total, and adjust benefit-accrual balances. You can also make other
adjustments to accrual balances without having to process a payroll.
• Get alerts for critical tasks
So you won't forget important tasks, you can set SurePayroll to e-mail
you notes or have alerts appear in your account center. Use the My Reminders
feature to schedule alerts to occur at specified dates and times, either
once or on a repeating basis.
HOW-TO
• Proper bonus withholding
To avoid over-withholding when the bonus or commission earnings and payroll
schedules differ, go to SurePayroll's payroll entry screen, click Add
Additional Checks, selecting the employee, choose let the system calculate
taxes and deductions, and select the proper pay bonus or commission frequency
(such as Quarterly).
• Suspend direct deposits
If an employee is switching bank accounts, you can stop direct deposit
and issue a paper check instead until the worker's account information
is updated. Just click on the suppress direct deposit box on the right-hand
side of the payroll-entry screen.
• Make audits simple
To speed workers' comp audits, assign a workers' comp code to each employee
and then pull workers' data by the dates you need. In the reports center,
go to the Workers' Compensation link, enter audit dates in the "from
- to" section, and print. For every employee paid during that time,
you'll get info including hours worked (regular, OT, and other), corresponding
gross pay, and total wages.
• Get recommended content
Turn on Recommended Content inside Salesforce Content and Salesforce.com
will suggest documents for CRM users based on information such as the
industry and competitor related to a sales opportunity, for example. The
documents will show up as a related list inside Opportunities.
HACK
• Surviving a service outage
If you're logged in to Salesforce.com during an outage, don't close your
browser! You'll have to log in again, and if the servers are having difficulties,
you'll be out of luck. If you're not logged in, skip the main log-in page
and try going straight to your server's homepage. If your server is functional,
you'll see a simplified log-in page and can try that.
ADD-ON
• Use free apps
At the Salesforce.com AppExchange (www.appexchange.com), you'll find many
free applications for tasks such as expense reporting, time tracking,
recruiting, and project management.
