Review & Load
The Review & Load page provides summary totals based on the data that you loaded for confirmation in a grid. If any information is incorrect, go back to the previous pages and correct the data. You might need to make a change to the data uploaded in the template.
Note: You must confirm the required rows in the grid to proceed with the installation.
Important: When you click Next on this page, the installation begins.
Before you begin
You completed the Legal Entities page.
Tasks
To review and confirm information:
- Review the information in each row and verify that the expected result is correct.
- For each row that requires validation, do one of the following:
- If the information is correct, select the checkbox in the Confirm column.
- If the information isn’t correct, click Back to return to the appropriate page and make the necessary corrections.
Note: You must confirm all of the required rows in the grid to continue.
- Click Next.
To print summary information:
- In the lower left corner of the page, click Print and a preview of the page opens.
- Select the appropriate print options and click Print.
- Save the document to the appropriate location, if wanted.
Next steps
Complete the Review & Load Installation page.
Items that require review
Information to review and confirm before proceeding with the installation
| Number of employees to be loaded |
Yes
|
| Number of employees by status |
No |
| Number of employees by pay class |
No |
| Number of employees by pay type |
No |
| Number of unique jobs performed by your employees |
No |
| Breakdown of unique pay frequencies (or payrolls) you’ve |
Yes
|
| Number of unique locations you’ve |
Yes
|
| Number of unique departments where employees can work |
No |
| Number of states/provinces where you have operations |
No |
| Number of legal entities |
Yes
|