Follow these steps to setup certified payrolls on your project:
1. Complete Project Settings
Go to: Project → Settings tab
Make sure the following fields are filled out:
- Project Owner
- Contract Number
- Project Address
These fields are used to auto-populate the certified payroll forms correctly for the project.
2. Configure Certified Payroll
Go to: Certified Payrolls tab → Settings tab
The WH-347 (Federal) form in PDF format is the default setting for all projects. If needed, click the 'EDIT' button to make any adjustments to the default certified payroll settings including state & local formats.
Check any of the available workforce compliance requirements to mandate worker documentation on the project:
- OSHA 10
- Section 3
- Local Worker
Advanced settings can be left as default unless needed as they pertain to edge-cases like complex OT and DT hours and total pay only requirements. If unsure, please contact your customer success representative for more information on these settings.
3. Upload Wage Determination
Go to: Certified Payroll tab → Wage Determination tab
- Click the dropdown button next to the 'ADD +' button and select 'Upload PDF'
- Drag and drop or browse to upload the wage rate sheet PDF
- Click Upload
Kaster will extract classifications and wage rates automatically. Depending on the size, pages, and complexity of the file, this can range from seconds to several minutes. The 'status' will let you know when the extraction is complete.
4. Set Up Weekly Certified Payrolls
Go to: Recurring Docs → Click the 'MANAGE' button → Click the '+ Add New' button
- Select: Certified Payrolls
- Choose your internal collaborator (for notifications)
- Assign to all vendors → Yes
- (Optional) Check "Assign to my company" if submitting your own certified payrolls through Kaster
- Frequency: Weekly
- Start Date: Typically it is best practice to select the First Saturday any work was performe
- Notification Delay: 3 or 4 days (Tuesday or Wednesday automated weekly reminders)
You may skip the optional fields involving "instructions" and "templates" and click ADD, then CONFIRM to activate automated weekly certified payroll periods.
Subcontractors can now begin submitting weekly certified payrolls. Kaster will validate and generate forms automatically.