Diocese of Marquette

IMPLEMENTATION SURVEY

General Information

Parish/School/Office:______

Payroll Contact:______

Mailing Address:______

Telephone Number:______

E-mail address:______

Current Payroll Vendor (PDS, ADP or Manual) & Current Product (Call in, PC, Fax):

______

Payroll frequency - choose only one (Bi-weekly, Semi-monthly or Monthly): ______

Current Period End(CPE) & Check Date (CD): ______

Number of employees (include ALL employees in your setup – full time, part time, subs, temporary, seasonal):______

Implementation and Training

Implementation date options: July, August, September or October

1st Choice______

2nd Choice______

3rd Choice______

Number of employees that will attend training for entry and processing payroll:______

Diocese of Marquette

IMPLEMENTATION SURVEY

Security Overview

User Names:

Contact 1:

Name______

Phone:______

E-mail:______

Title:______

*Permissions:______

Contact 2:

Name______

Phone:______

E-mail:______

Title:______

*Permissions:______

* Permission Descriptions

Administrator – all rights.

Input & Process – input information, new employees as well as payroll information.

View & Reports – Can only view data and run reports, but cannot change data

Earnings Types:

Check all earnings that apply to your Parish/School/Institution:

Regular / 
Hourly / 
Cash in Lieu / 
Vacation / 
Sick / 
Personal / 
Clergy / 

Overtime / 
Group Term Life / 
Bonus / 

List other earnings you are currently tracking:

Diocese of Marquette

IMPLEMENTATION SURVEY

Deduction Types:

Check all deductions that apply to your Parish/School/Institution:

403B / Garnishment
Personal Auto / Tuition
Child Support
Medical
Flexible Spending Account Medical
Flexible Spending Dependent Care
Dental

List other deductions you are currently tracking:

Diocese of Marquette

IMPLEMENTATION SURVEY

Tax Information:

Please provide copies of tax proof.

  • Last Federal Tax Return, 941
  • Last State Tax Return

You will provide this YTD information after you have an implementation date

YTD Information:

Clean Quarter Start (July or October)

  • YTD information for the entire current year
  • Copies of all payments made YTD
  • Copies of each quarter return that were previously filed

Mid-Quarter Start (August or September)

  • Prior quarter’s YTD information and current quarter information
  • Copies of all payments made for prior and current quarter
  • Prior quarter tax returns

Please return this document via 1 of the below methods:

Mail to:

Paycor Inc

Attention: Gerri Smith

644 Linn Street

Cincinnati, OH 45203

Scan and email:

Fax to 513-619-4614

Direct all questions related to the form to: Gerri Smith, 1-800-381-0053 x12405