Setup Guide for Missing SOC Code Report Notifications

Setup Guide for Missing SOC Code Report Notifications

Creating the Delivery Destination:

1) Login to the client and navigate to  > Payroll Setup > Delivery Destinations.

2) Click Add New Delivery Destination

3) Setup the Delivery Destination as follows:

4) Add the below message to the body of the email:

Dear Valued Client,

Please see the attached report identifying employees that work in a state that requires standard occupational reporting.

*** If this report is blank, no action is needed at this time, however, please continue to review this report each payroll. 

These states, AK, IN, LA, SC, WA and WV, require this information to be reported on the quarterly unemployment wage detail report that PayNW prepares and files for your company.

We ask that you review the report and update the employee profile as soon as possible with the missing coding. Links can be found below. Input the first 6 codes with no dashes or spaces. For Alaska geographic coding, input the 2-digit code.

Alaska: SOC Codes| Geographic Codes

Indiana: SOC Codes

South Carolina: SOC Codes

Louisiana, Washington, West Virginia:  SOC Codes

Any employee that is missing a occupational and/or geographical code after the 15th of the last month of the quarter, PayNW will input codes into the system to the best of our ability and then invoice $5.00 per employee.  All codes entered into the system should be reviewed for accurate formatting required by the state agencies.

*** If this report is blank, no action is needed at this time, however, please continue to review this report each payroll. 

We appreciate your help with this matter,

The Tax Team at PayNW

5) Click Save

Delivery Profile 

Once a delivery destination has been created, the Delivery Profile can be imported in mass across companies to create them.  This step should be completed before proceeding with Part 2.  If a Delivery Profile was not created via import, follow the below to setup one:

1) Login to the client and navigate to  > Profiles/Policies > Delivery 

2) Click New Delivery Policy

3) Setup the Delivery Policy as shown below:

PART 2: Assigning the Delivery Policy to the "Emailed Report - Missing SOC Codes Report"

1) Navigate to My Info > My Reports > My Saved Reports

2) Search under the Saved as Name column for the report named "Emailed Report - Missing SOC Codes"

NOTE: If you can't find the report it may not be copied to the company.  Reach out and ask.

3)  Choose the  to change the report settings to Share with Others and Choose Save and Run.

4) This will open the report.  Now choose the 3 dots on the right and select Deliver with Payroll

5) Setup the Deliver with Payroll as shown below.  

NOTE: Multi-EIN companies may need these settings altered to only send for specific payrolls.  The report includes all employees and is not EIN specific unless separate separate reports are created and columns added to filter employee EINs.