On this date, PlanSource HCM will be sending out your electronic Year-End Wizard for 2018. For those of you who have been our Year-End contact before, you have been listed as the year-end contact for 2018 and will receive the wizard invitation.
The Wizard must be submitted by Nov 6, 2018 and takes 5-10 minutes to complete. Here are the important changes you need to know about for Year-End 2018.
Who Will Receive the Online Workbook (Wizard)?
- If you have been our Year-End contact in past years, the Wizard will be sent to you as the Primary.
- If your company has not processed Year-End with PlanSource in prior years, OR the prior contact is now inactive, the Wizard will be sent to the main Payroll contact for your account. The URL may be forwarded to another contact at your organization to complete and submit as necessary.
Key Information for the Year-End Workbook (Wizard)
- When you begin the Wizard, you must complete and submit in the same session. You will not be able to save and return for edits later.
- Once submitted, changes to your answers must be made by contacting the HCM Service Team.
- Total time to complete the wizard is 5-10 minutes. Screenshots of each section of the Wizard are available in the Knowledge Base to help you prepare your information before beginning your submission.
Notable Reminders for the 2018 HCM Year-End Process
- W-2 Preview data will be generated as of the end of Q3. Please begin reviewing your W-2 Detail Report under Standard Reports for potential issues/corrections.
- Supplemental/Off-cycle/Bonus payrolls MUST be requested by using the standard request form as needed; this is no longer part of the Workbook/Wizard.
- We will generate a NEW W-2 preview the week of Dec. 8th. We recommend processing any earnings/deductions with special W-2 reporting prior to this date so that you have a chance to submit any changes prior to the Adjustment Deadline of Dec. 18th. As in prior years, anything submitted after the deadline will result in a W2c and will be processed in February.
- If you do NOT complete the Wizard, we will assume your data is accurate and complete and will process W-2s accordingly; W-2s will be mailed via USPS directly to employee homes unless otherwise indicated in the Wizard.
- Payroll calendars are extended for all customers at this time. Please run the Payroll Summary Report to review your 2018 pay dates and pay periods for accuracy. If you need changes to your pay calendar, send the details to hcmservice@plansource.com.