PAYROLL AND BILLING SUPERVISOR
by Jeannine Bolger

I am a Payroll and Billing Supervisor for Bayshore Home Health and absolutely love my job! I have included a formal job description below.

I was working a previous job, got laid off, and went to Toronto School of Business (now Everest College ) and took the Payroll Supervisor course and worked very hard to get top honours.  In the last week of my job preparation I heard about an open house being held for Bayshore (a new company in Sudbury at the time) and attended.  

I was hired the following week...that was February 2003 and have since been made the System's Administrator (computer guru) and been promoted a few times. I was originally hired as a Client Service Coordinator because they had already hired someone for the payroll position (a peer from TSB). But they were impressed enough with me to find a job for me.  

As Bayshore grew they expanded and I became an office assistant and then the payroll department needed an additional body. I was promoted to a payroll clerk and then 5 years ago promoted to Payroll Supervisor, and this month our department has expanded again and will now be overseeing the Sault Ste Marie and Timmins payroll and billing operations of which I am the supervisor.

I never in a million years thought I would be where I am today!  Education, hard work and dedication pay off, and with a company like Bayshore....I have no desire to go anywhere else!

JOB SUMMARY : The Payroll Supervisor, under the direction of the National Payroll and Benefits Manager, supervises the day-to-day payroll activities required by Bayshore Home Health.

DUTIES AND RESPONSIBILITIES

• Supervise Payroll Clerks.

• Oversee processing of all payroll and benefit related tasks.

• Liaise with employees specific to payroll and benefits inquiries.

• Liaise with human resources on union contract changes.

• Prepare payroll remittances as required.

• Lead periodic Government audits and reviews.

• Support, maintain, and develop payroll systems.

• Prepare annual T4 supplementaries and summaries.

• Implement appropriate security controls for payroll records.

• Liaise and communicate information with the Branch Offices, Revenue Canada , provincial governments and the Worker’s Compensation/Workplace Safety Insurance Board as required

• Coordinate and monitor payroll information flow between the Branch Offices and the National Service Centre.

• Prepare Statistics Canada reports and annual filings as required

• Reconcile the Receiver General, Employee Health Tax, Worker’s Compensation, garnishees and advance accounts in the General Ledger.

• Participate in ongoing internal and/or external continuing education activities

• Adhere to Bayshore Policies and Procedures.

• Participate in quality activities and continuous improvement initiatives in keeping with the company's Quality Management System

• Participates in proactive Health & Safety activities while performing all duties. Is responsible to notify immediate Supervisor of any Health & Safety risks or concerns. Responsible for completing

Accident Reports for all direct reports who injure themselves on the job, within 24 hours of the incident.

• Maintains confidentiality of client and corporate information and discusses same only with appropriate Bayshore personnel

• Complete other tasks as requested

REPORTING RELATIONSHIPS

The Payroll Supervisor reports directly to the National Payroll and Benefits Manager. The Payroll Supervisor also liaises with Human Resources – National and Branch.

QUALIFICATIONS

Education

Minimum Secondary School Diploma: completion of the level III CPA Payroll Management Program. 

Continued enrollment in a recognized payroll/human resources program

Experience

Six years of related payroll experience with at least two years in a supervisory role; strong working knowledge of the Windows, Excel, and the ACCPAC payroll module, or similar. Familiarity with Provincial and Federal Legislation. Experience in implementation and maintenance of payroll systems.

Other Skills and Abilities

Exceptional interpersonal skills and ability to work independently and as part of a team; ability to meet deadlines; strong commitment to continued learning; attention to detail; ability to take leadership in special projects. Minimum 30 w.p.m. typing speed required.

STANDARDS OF PERFORMANCE

The Payroll Supervisor must demonstrate ongoing competency in completing all duties and responsibilities of this job description, in response to changes by the regulating body, as well as agreed upon specific goals and objectives.

PERFORMANCE REVIEW

Performance will be reviewed on an ongoing basis with a formal review at the end of the six month probationary period and subsequently, on at least an annual basis. Input will be sought from employee, Supervisor, Branch Office and Field employees, and in addition, will be based on ongoing client feedback and the extent to which performance meets expectations.

JOB SUMMARY : The Payroll/Billing Clerk, under the direction of the immediate Supervisor, completes day to day payroll and billing activities as required by the Branch Office and provides relevant information to the National Service Centre.

DUTIES AND RESPONSIBILITIES

• Prepare Field employee payroll including input and processing in keeping with the systems and processes used by the Branch Office; follow up on missing or delayed time slips; prepare data for transfer to the National Service Centre; distribute Field employee payroll advice forms as required

• Prepare invoices and billing as required by the Branch Office

• Complete daily cash deposits and other Accounts Payable duties as requested

• Handle and reconcile petty cash expenses

• Review aged trial balance reports; handle overdue accounts and collections as required.

• Review sales and margins reports; reconcile hours billed versus hours paid

• Print and fax the billing/payroll summary to the National Service Centre

• Print and fax billing audit trails for private billings to the National Service Centre

• Assist with the administration and records management of the benefits plans as requested

• Assist with training and mentoring of new staff

• Participate in ongoing internal and/or external continuing education activities

• Adhere to Bayshore Policies and Procedures.

• Participate in quality activities and continuous improvement initiatives in keeping with the company's Quality Management System

• Participates in proactive Health & Safety activities while performing all duties. Is responsible to notify immediate Supervisor of any Health & Safety risks or concerns.

• Maintains confidentiality of client and corporate information and discusses same only with appropriate Bayshore personnel

• Complete other tasks as requested

REPORTING RELATIONSHIP

The Payroll/Billing Clerk reports to a Supervisor as designated by the Area Director. As necessary, the Payroll/Billing Clerk also liaises with Finance staff at the National Service Centre

QUALIFICATIONS

Education

Minimum - Secondary School Diploma; completion of a recognized Payroll/Accounting Program or courses is preferred

Experience

At least several years of experience with computerized payroll systems

Other Skills and Abilities

Exceptional interpersonal skills and ability to work independently and as part of a team; ability to meet frequent deadlines; strong commitment to continual learning; proficiency in written and spoken English as well as French in Branch Offices that provide service to French speaking clients. Minimum 30 w.p.m. typing speed required. Internal candidates must have a track record of achievement in dealing with clients and employees, be able to complete payroll and billing tasks and have consistently shown above average initiative. Successful internal candidates must complete a six month probationary period specific to the Payroll/Billing Clerk position.

STANDARDS OF PERFORMANCE

The Payroll/Billing Clerk must demonstrate ongoing competency in completing all expected duties and responsibilities of this job description as well as specific goals and objectives that are agreed to.

PERFORMANCE REVIEW

Performance will be reviewed on an ongoing basis with a formal review at the end of the six month probationary period and subsequently, on at least an annual basis. Input will be sought from the employee, their Supervisor, employees at the Branch Office and the National Service Centre and in addition, will be based on ongoing client feedback and the extent to which performance meets expectations.

 

 
The Learning Clinic is The Private Practice of
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4456 Noel Crescent, Val Therese, ON P3P 1S8
Phone: (705) 969-7215    Email:    rkirwan@thelearningclinic.ca

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