All Categories
Company Setup
iSolved: Extract and Required Data Guide

iSolved: Extract and Required Data Guide

Guide users to access iSolved, extract data, and format files for successful setup.

This guide walks you through how to access iSolved, extract the required data, and format files so you can complete your setup successfully.

Overview Checklist

Access

Data Extraction

Data Formatting

Access Walkthrough

  1. Basic Info:
    1. First Name → Payroll
    2. Last Name → Setup
    3. Email → setup@checkhq.com
    4. Phone → 856-830-6462
        5. 🚨

        If not going through Checks embedded setup process DO NOT use the setup@checkhq.com email or phone number. Use an email that you have access to.

 

Data Extraction Steps

Employee Demographics

Historical Payrolls

Company Taxes

Employee Demographics

  1. On the left bar menu, press Reporting → Client Reports
  1. Search for Employee Profile (as of date)
  1. Filtering:
    1. As of Date: Select todays date
    2. Date Type: Pay Date
    3. Legal Company: Select company you are pulling for, if multiple companies listed
    4. Pay Groups: Select all applicable
    5. Employee: Leave blank
    6. Organization Level: Leave blank
    7. Employee Status: Leave blank
  1. Sorting:
    1. Leave all blank
  1. Options:
    1. Format: Excel
  1. Generate Report → You will see a green box at the top of screen appear once report is generated
  1. Click Go to My Reports Queue
  1. View Report
🗒️

This report will include withholdings, earning rates, direct deposit, and deductions.

Historical Payrolls

Closed Quarter

  1. On the left bar menu, press Reporting → Client Reports
  1. Search for Check History Summary
  1. Filtering:
    1. From Date: Beginning of Quarter Date
    2. To Date: End of Quarter Date
      1. Q1 (1/1 - 3/31)
      2. Q2 (4/1 - 6/30)
      3. Q3 (7/1 - 9/30)
    3. Date Type: Pay Date
    4. Legal Company: Select company you are pulling for, if multiple companies listed.
    5. Pay Groups: Select all applicable
    6. Employee: Leave blank
  1. Sorting:
    1. Leave all blank
  1. Options:
    1. Check the box - Include Employer Taxes
    2. Format: PDF is the only option
  1. Generate Report → You will see a green box at the top of screen appear once report is generated
  1. Click Go to My Reports Queue
  1. View Report

Open Quarter

  1. On the left bar menu, press Reporting → Client Reports
  1. Search for Check History Detail
  1. Filtering:
    1. From Date: Beginning of Quarter Date
    2. To Date: End of Quarter Date
      1. Q1 (1/1 - 3/31)
      2. Q2 (4/1 - 6/30)
      3. Q3 (7/1 - 9/30)
      4. Q4 (10/1 - 12/31)
    3. Date Type: Pay Date
    4. Legal Company: Select company you are pulling for, if multiple companies listed.
    5. Pay Groups: Select all applicable
    6. Employee: Leave blank
  1. Sorting:
    1. Leave all blank
  1. Options:
    1. Check the box - Include Employer Taxes
    2. Format: PDF is the only option
  1. Generate Report → You will see a green box at the top of screen appear once report is generated
  1. Click Go to My Reports Queue
  1. View Report

Tax Returns

  1. On the left bar menu, press Reporting → Return Archive
  1. Year: Select current year -or- prior year if a Q1 start
  1. Period: Select applicable quarter (will need to run multiple times for each closed quarter)
  1. Federal/State: All
  1. Select All → View Selected Forms
    1. New tab will open → Download

Download the tax package for each closed quarter(s) in the current year.

  • If starting in Q1, pull the prior quarter's return (Q3 or Q4) to confirm tax information.
  • If starting mid-year, pull every closed quarters return in the current year.
🚨

Obtaining closed quarter(s) tax filings is required for embedded setup and will allow you to reconcile each quarter’s pay history reports to ensure balanced data with the transfer of historical data. Also, assisting in completing the required information for Tax Parameters.

Data Formatting

Refer to Help Article - Data Formatting for details on how to format reports for a smooth import experience.

Did this answer your question?
😞
😐
🤩
OnPay: Extract and Required Data Guide SurePayroll: Extract and Required Data Guide