Use this checklist to make sure everything is complete and accurate before submitting payroll in Bob.
Getting started with US payroll
Before you run payroll, take a few minutes to confirm & review the following:
People updates
- All new hires are fully onboarded in Bob
- All terminations are entered with the correct dates
- Salary changes, bonuses, and commissions are updated (see how to make salary updates: Why a compensation change in bob core doesn't sync to US payroll)
- Employee details (tax forms, bank info, address) are up to date
- Enter any changes to employee profiles as early as possible—ideally before you start payroll—to avoid needing to reset payroll later
Time and earnings
- All employee hours are approved
- PTO, sick time, and holidays are entered correctly
- Overtime has been reviewed and confirmed
- All bonuses and additional earnings are included
Deductions and benefits
- Benefits (medical, dental, vision) are accurate
- 401(k) or retirement contributions are correct
- Garnishments (if applicable) are updated
- One-time deductions or reimbursements are included
Taxes and compliance
- Employee tax elections (W-4 and state forms) are current
- Work locations are accurate for tax purposes
- Employee vs. contractor classifications are correct
- All required states are set up for new hires
Final review and approval
- Payroll has been reviewed internally
- Any discrepancies have been resolved, including reviewing and addressing errors in the pay cycle or under People in US Payroll
- Payroll account is funded
- Payroll is approved for processing
Special items
- Off-cycle payroll has been accounted for (if needed)
- Prior payroll corrections are included
- Any special employee situations have been addressed
Payroll deadline
- All payroll inputs are completed before the cutoff date
- There are no pending updates or missing data
If anything is unclear or still pending, reach out to your HiBob team before the payroll cutoff to avoid delays.