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Executive Director & Operations
Payroll & admin
Everything to enter in Paylocity before the next payroll, in one list. Check each item off once it’s entered. Below that: who’s expiring, reviews coming due, and questions waiting for an answer.
Preview: not connected yet. These items are examples.
To enter in Paylocity
Credentials expiring (30 days)
Reviews coming due
Questions waiting
Not yet cleared for client contact
Need a surveyor-ready file for one person? Use Personnel file report. For letters (offer, employment verification, separation), open the person in Employee files.