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 and WA, 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 can be found here: Alaska Geographic Codes | Department of Labor Research and Analysis
Indiana can be found here: Occucoder: Hoosiers by The Numbers (in.gov)
Louisiana and Washington can be found here: O*NET OnLine (onetonline.org)
Starting with first quarter, 2023 (Q1/2023), any employee that is missing a occupational and/or geographical code PayNW will input the information on the tax report to the best of our ability and then invoice $5.00 per employee. For any missing coding, PayNW will continue to correct the tax report and invoice quarterly until all employees have no missing information.
*** 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.