We understand that change can sometimes be challenging, especially when it involves tools you rely on every day.
As we transition to Wagepoint 2.0, there are some important changes that will require us to reset expectations, both for your firm and for your clients. Our goal is to help you and your clients navigate these changes smoothly and with as little disruption as possible.
Our pricing model and partner discounts are changing.
Our pricing is moving from a “per payroll” model to a “per month” subscription. You can find more details about this, as well as the new partner discount tiers, in the Partner pricing guide.
Client access is changing.
Our legal relationship is with the Account owner, which is why your clients are required to have access to their 2.0 client account. Without this, we are not in good legal standing to move money for the company’s payroll.
We’ve encountered many situations in 1.0 where the partner has kept the client out of the account and this puts Wagepoint in a tricky legal gray zone. Wagepoint 2.0 has been built to avoid this situation.
It is our responsibility to ensure that the correct individual’s have access and provided consent to processing the payroll. This means that the Account owner (your client) must be provided with full access to their account, including the ability to control any bookkeeper or accountant’s access. It also means ensuring that the proper individual, the Authorized signatory, signs banking documents like the pre-authorized debit agreement (PAD).
The account owner for the client’s business has complete access to the Wagepoint account, including the adjustment tool, ROEs and payroll processing. If you need your client to be hands off on specific areas of the app, be sure to have the conversation with them and ask the client to adjust permissions (or just not go to that area).
Additionally, your client can further customize the permissions to extend your access if they so choose.
Key moments in the onboarding process require client involvement.
Clients are required to perform some mandatory actions, like accept the Terms of Service, privacy policy and sign the pre-authorized debit (PAD) agreement. These actions will not prevent you (the partner) from setting up the account, but you will not be able to run payroll until the client has agreed to these terms.
Electronic payment timelines are not as flexible.
- If you need to wire or e-transfer funds, please notify us at least an hour before your payroll is finalized at noon ET on your processing deadline date since this change in funding cannot be done after the payroll is finalized by the system.
- We cannot make changes to your processing timeline after you’ve run a payroll, so if you need us to make a one-time adjustment to the processing timeline, it is your responsibility to let us know before you run the payroll.
- If you need to run a same-day payroll, you have to turn off all money movement – direct deposit, tax remittances for source deductions, employer taxes and workers’ compensation – and approve the payroll by noon ET on the processing deadline date. Our processing timeline defaults to three business days prior to the pay date if you need us to make any payments electronically on your behalf.
Reports are changing.
The new app offers a number of tailored reports and filter capabilities, but we only have CSV export capabilities for the Payroll Register and Posting Journal reports. We have not built a number of reports that are currently available in the 1.0 Report library.
The Quarterly WSIB report data can be obtained by using a Filter in 2.0’s Workers’ Compensation report.
The Payroll by cycles report is coming soon, but the Payroll hours by cycle report is not roadmapped.
These reports are not on the current roadmap:
- Employee details
- Net payroll report
- One line employee register
- One line payroll register
If you would like to request these or any other features, you can use this form to give us your feedback.
You cannot run your own firm’s payroll in Wagepoint 2.0 (yet).
It’s on our roadmap, but you won’t be able to run your own firm’s payroll to Wagepoint 2.0 yet. For now, you can keep running your own firm’s payroll in 1.0. You’ll be notified when you can upgrade your firm’s own payroll account to 2.0.
Wagepoint’s customer support, sales, and onboarding teams cannot make changes in your firm’s or your client’s account.
Agents only have view access to this information, so if you ask them to make any edits on your behalf, they cannot do that for you. Customer support is only able to support a small handful of specific and less common back-end workflows, such as 2FA reset and pay group movements.
We continue to be happy to walk you through processes, whether that’s through email, by phone, or by co-browsing (sharing screens so both you and the agent can see your account). Please be prepared to get on a call for trickier support requests so that the agent can provide walkthrough support if you need it.
Year-end works differently in 2.0.
In 2.0, tax forms will not be automatically created. In order to create tax forms you must complete the Year-end workflow. During this workflow, you are able to select Manual submission or Electronic submission. We will only submit your forms to CRA on your behalf if you complete the Year-end workflow and select the Electronic submission method. You'll find more FAQs about Year-end here.