Additional wording suggestion for clients to help explain why they continue to receive the SOC report when they have updated all of their employees:
Hello XXX,
This report will be sent to you after each payroll has been delivered, you will continue to receive this report in case you have newly hired employees. When you open the report, as long as you do not see any blank spaces in the occupational code column, or the geographic code column (for AK employees) then you may ignore the report.
Thank you,
The Emailed Report - Missing SOC Codes report is being automatically sent with each payroll. It includes an attached report. Below is a sample of what this looks like:
It is important that clients update the information requested on this report as it affects their tax reporting. This report is a generic report, it was created and then copied out to all clients, so it cannot be updated in mass. Some clients will want only the information that is relevant to them on the report. Here is how you can update that report for them.
1. Go into the My Saved Reports on the client and find the System Administrator version that is set to deliver with each payroll
2. The report is set to not allow overwriting, you will need to uncheck the box Deletion and Overwriting is Not Allowed first before you update the report
3. After you have removed that, go into the report and add in the following columns
4. Filter the unemployment state column to include any of the states that currently require an occupational code. (Alaska, Indiana, Louisiana, Washington). Then filter the employee tax type (w2) column to yes. You can pull in the date terminated column, however you will not want to filter that one. If you do the report will only pull that filter and not the active employees.
5. Save your report view again, making sure to select the "Deletion and Overwriting Is Not Allowed" check box again when you do
6. Now when the report auto emails out to the client with every payroll it will only show the applicable information for them. Note: the system will still send the report if it is blank.