WESPaC S-275 Preparation FY08 (Oct. 2008) 

S-275 Reporting
S-275 Checklist

 

WESPaC Year End & F-196 FY07 (Sept. 2008)

F-196 Processing ChecklistSeptember

F-196 Processing

F-196 Prep Quick Reference

Year End Processing Checklist

Year End Processing

 

WESPaC September Payroll FY08 (Aug. 2008)

September Prep ChecklistSeptember

September Prep Steps

September Prep Time Off Front Loading

September Prep Time Off Year End Roll

September Prep Update Time Off Accruals

 

WESPaC Insurance Tracking FY08 (Aug. 2008)

Insurance Tracking OverviewSeptember

Add Employees to a Pool Group

Insurance Tracking Non Pooling Months

Insurance Tracking Pooling

Insurance Tracking Year End Steps

 

WESPaC Payroll & Personnel Tips (Jun. 2008)

Administrator Payroll Checklist
Administrator Payroll Steps
Administrator Personnel Steps
Assignment Breakdown
Assignment Breakdown Utilities
Add Positions and Assignments
Organization Chart Maintenance
Terminate an Employee
Mass Processing Options
Leave Cashout
Adding a Report to Quick Picks

 

WESPaC Fiscal Budgeting FY08 (Mar. 2008)

Fiscal Budget Steps

Fiscal Budget Processing

Adopt the Budget

 

WESPaC Personnel Budgeting (Mar. 2008) 

Personnel Budget Reporting
Personnel Budget Checklist

 

WESPaC W-2 Process  2007 (Dec. 2007)

December 2007 Payroll Steps

January 2008 Payroll Steps2007 Payroll Steps

W2 StepsChecklist

W2 Summarized Stepsancing

 

WESPaC 1099 Processing 2006 (Dec. 2006)

1099 Checklist

1099 Processing 2006

1099 Transmit to IRS FIRE System 2006

 

 

 

WesPac Docs

WESPaC Documentation

The WESPaC quick reference guides listed below have been developed for NWRDC member districts, and are step by step instructions that can be printed locally for your convenience.  Please contact us at (425) 349-6560 if you have a quick reference guide recommendation to add to this on-line service. 

Additional on-line help is available in WESPaC by accessing the PaC Documentation button located on each application screen.

 

Human Resources - Quick Reference Guides

Profile

HR PR Entering a New Employee Record

HR PR Retirement Enrollment

HR PR Annual Sick Leave Buy Back

 

Payroll

HR Federal Tax Calculation Form

HR PA CP ACH Create a PreNote File

HR PA CP PE Post Verify Report

HR PA MP Mass Add Pay Records

HR PA MP Mass Clone Pay Records

HR PA MP Mass Delete Pay Records

HR PA MP Mass Edit Pay Records

HR PA RE Retro-Pay

HR PA RE Creating the 941 Report

HR PA RE Creating the Quarterly Wage Detail

HR PA RE W-2 Audit

HR PA YE Purging Contracts and Pay Records

HR Payroll Checklist

HR Mid-Month Payroll Checklist

Insurance Tracking

HR IT Add Employees to a Pool Group

HR IT Non Pooling Months

HR IT Pooling

HR IT Create Insurance Tracking Bills

HR IT Entering a New Employee

HR IT Set-up a Pool Group

Financial Management - Quick Reference Guides

Chart of Accounts

FM COA Adding an Account Code

Vendor Master

FM VM Entering a New Vendor Record

Account Management

FM AM RE Running a Report

FM AM SP Crosswalk Utilities Checklist

FM AM SP Using Crosswalk Utilities

FM AM SP F-196 Checklist

FM AM SP F-196 Processing

FM AM YE Year End Checklist

FM AM YE 1099 Checklist

FM AM YE 1099 Processing

FM AM YE Transmit 1099s to IRS (FIRE System)

FM AM RE OR Matrix Extracts

Purchasing

FM PUR Adding a YDA Requisition

FM PUR Adding a YMA Requisition

FM PUR Change Account on a Partially Liquidated PO

Accounts Payable

FM AP Adding an AP Invoice

FM AP Batch Updating a Payroll Invoice

FM AP Fixing an Incorrect Check Number

FM AP Paying an AP Invoice

FM AP Prepaid Expenses and Accruals

FM AP Voiding an AP Check

FM AP Creating a Comp Tax Invoice

Accounts Receivable

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