The EMP 501 Bi-Annual Recon table can be found in the Payroll Department.
Where EMP 501 Bi-Annual Recon has been switched on in the Client Table, tasks will schedule for the applicable tax year three months in advance. First Recon Due Date 31 October each year, Second Recon Due Date 31 May (or the earliest working day prior).
To switch on EMP501 Bi-Annual Recon:
Go to the Client table.
Click on a client.
Scroll down to the Services section.
Check the EMP501 checkbox.
Working on a Task
To work on an EMP 501 Bi-Annual Recon task:
Go to the EMP 501 Bi-Annual Recon table
Click on a record
Expand the view by clicking on the expansion bar
There will be a Summary section and a Details section. All of our automated tables work in this way.
Once you start working on a task, change the status in the Summary section to In Progress. Once the task is done, change the status to Completed. The task will then move away from the main table and into the archive table.
The Details section gives various checkboxes of steps you can follow to complete the task. You can check checkboxes as you work, save the record and continue later. If you know the steps by heart, you can just use the status dropdown in the Summary section.
The table also has a Notes column for any comments relating to the task.
You can add any backlog manually by clicking on 'ADD RECORD' in the top-right corner.
A reminder will appear in the All Tasks Due table indicating the number of EMP 501 Bi-Annual Recon tasks due for a particular date.
Filter & Sort
You can search/filter and sort on any column by clicking on the 3-dot menu next to the column name. Sort will allow you to sort Ascending or descending, while filter will provide various options and allow you to type in a specific name.
DataGrows allows you to keep track of time spent on any task. This post will go into more detail on that.