Payroll Officer
Cathay Bank · El Monte, CA · 1 mo ago
Human Resources$70k–$80k/yrFull-time
We need to output HTML fragment with sections: h3 headings for sections present. Must not repeat job title. Must not include Job ID etc. Must include only sections with real content. Must not include boilerplate like EEO, legal, application instructions, etc. Must preserve substantive info.
We need to parse the posting.
Key sections:
- General Summary (maybe "About the role" or "Responsibilities"? The posting has "General Summary" then description. Could map to "About the role" or "Responsibilities". The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to choose appropriate headings based on content.
We have:
- General Summary: description of role responsibilities. Could be "Responsibilities". Or "About the role". Since they ask to use headings like About the role, Responsibilities, etc. We can decide.
We have "Essential Functions" list of duties. That's responsibilities.
We have "Benefits:" list: 401K, ESOP, RSU, vacation and sick (maybe more). Also later they talk about benefits package: medical, dental, vision, life, LTD, FSAs, HSA with company contributions, voluntary coverages, and 401(k). So we need Benefits section.
We have Pay: "Pay determined based on job-related knowledge, skills, experience, and location. Pay Range: $70,000 - $80,000 This position may be eligible for a discretionary bonus." So we need Pay section.
We have Schedule? Not mentioned. So omit.
We have Qualifications: Education, Experience, Required Skills/Abilities, Additional Preferred Skills/Abilities. So we can have Qualifications heading.
We have Skills? Could be part of Qualifications. But we could separate Skills heading if we want. However instruction: prefer few substantive sections over many thin ones. So maybe combine Qualifications and Skills into one Qualifications section.
We have "ON-GOING TRAINING" etc. That's maybe part of Qualifications or Benefits? It's training requirement. Could be omitted as boilerplate? It's not exactly boilerplate but it's about required training. Might be considered part of Qualifications? Could include as a bullet under Qualifications.
We have "DIRECT REPORTS" line: "The incumbent has no direct reports." That's minor metadata; we can fold into short p or drop. Probably drop.
We have "What Our Team Members Are Saying Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com" - that's promotional; could be considered boilerplate? It's not required to keep. Probably drop.
We have "Apply today!" etc. That's application instruction; drop.
We have "People Drive Our Success Are you enthusiastic..." that's intro; could be considered About the role? Might be part of summary. We'll keep as part of About the role.
We need to preserve all substantive information. So we need to include the description of role, essential functions, benefits, pay, qualifications, maybe training.
We must not repeat job title as heading. The job title is "Payroll Officer". Not to be used as heading.
We must not put Job ID/requisition numbers as headings; none present.
We must remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we need to strip out the EEO statement, the accessibility contact, the privacy policy, etc.
We must keep the substantive content: the role description, essential functions, benefits, pay, qualifications, maybe ongoing training.
Let's extract substantive content:
Intro: "People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members’ drive and optimism. Together we can make a difference in the financial future of our communities."
That's about the company culture; could be part of "About the role" or "About the company". We'll put under "About the role".
Then "General Summary Payroll Officer is responsible for administering all aspects of the payroll process for employees; the technical and analytical functions of the Payroll Department, inclusive, but not limited to, proficiency with the HR (payroll & benefits) systems, monthly/periodic reporting of employee-related data to internal groups and external vendors, ad hoc report generation, auditing, data integration and implementation, Subject Matter Expert for Payroll & Benefits matters, support all locations in 9 states. Stay current on tax and pay policies for multiple states. Is back up support to Payroll Specialist/Officer. Provides back-up and support to VP, Payroll Manager. Performs responsibilities with minimal supervision while following established policies and procedures. Seeks guidance on new complex issues when appropriate."
That's responsibilities.
Then "Essential Functions" bullet list:
- Payroll Process Update payroll records by entering changes in exemptions, insurance coverage, savings deductions, and job title and department/division transfers.
- Calculate retroactive pay, and assist with input of all salary changes, deductions, etc.
- Determine payroll liabilities by calculating employee federal and state income and social security taxes and employer's social security, unemployment, and workers compensation payments.
- Ensure the processing of new hires, temporary workers, transfers, promotions, and terminations is accurate and timely.
- Resolve payroll discrepancies by collecting and analyzing information.
- Provide payroll information by answering questions and requests.
- Assist VP, Payroll Manager with payroll activities (bi-weekly, multi-state payrolls; payroll tax filings; W2 reconciling and processing, payroll garnishments)
- Payroll system maintenance and administration Responsible for the accurate preparation, documentation, and distribution of payroll via the UKG Pro HRIS system.
- Maintain payroll system (UKG) including troubleshooting issues, reporting, configuration and testing to implement solutions.
- Maintain payroll operations by following policies and procedures; reporting needed changes.
- Maintain payroll information by collecting, calculating, and entering data.
- Benefits: 401K, ESOP, RSU, vacation and sick Reconcile and certify 401k employer and employee contributions between payroll records and trustee records monthly.
- Administer and process 401K Plan including monthly open enrollments.
- Administer and process Restricted Stock Units.
- Maintain ESOP account.
- Unemployment or Disability Assist with the administration of the bank's Leave of Absence program including sending designation letters and notifying employees of the related laws, company policies and procedures.
- Reply to state disability and unemployment claim notifications and answers all government questionnaires.
- Compliance Maintain employee confidence and protects payroll operations by keeping information strictly confidential.
- Evaluate the HRIS system to identify and recommend process improvements.
- Analyze new rules and regulations and ensure compliance of UKG Pro setup.
- Reporting: Tax and wages for all states & agencies, like EEO, Vet – 4212, departmental requests Prepare and submit government required reports, such as Labor Statistics, Multiple worksites, EEO1, VETS-4212, Form 5500 for all benefit plans, etc.
- Prepare reports by compiling summaries of earnings, taxes, deductions, leave, disability, and nontaxable wages.
- Assist in processing periodic payroll taxes after each payroll based on state/federal guidelines using UKG Pro.
- Review quarterly tax deposit reports prepared by payroll service for federal, state, and local tax agencies.
- Reconcile and certify bank control accounts, general ledger expense accounts and general ledger suspense accounts used by HR department monthly.
- Create ad hoc reports for management.
- Act as tax liaison for all states.
- Audit: SOX, 401K, ESOP, WC Participates in technical studies and evaluations of business requirements and technological alternatives.
- Prepares information and copies for the annual audit of 401(K) Plan and ESOP Plan.
- Ensure SOX compliance with Payroll controls, complete SOX audit quarterly.
- Responsible for working with outside vendors, Internal and outside auditors to audit, process and reconcile payroll.
- Wealth Management Provides compensation data (monthly wages) to Wealth Management department to calculate Financial Advisor commission.
- Reconcile Financial Advisor commission with the supporting data provided by Wealth Management, and process payroll accordingly.
- Review Financial Advisor Compensation Plans to ensure payroll is accurate based on the monthly salary, draw, and commission percentage.
- Other Meet tight deadlines and prioritize competing workloads.
- Assist team members with individual questions about their deductions, with-holdings, 401k contributions or any changes.
- Complete surveys such as salary surveys, occupational employment surveys, compensation data by EEO1 category and location, health insurance cost studies etc.
- Provide training to team members on new functionalities in UKG Pro.
- Prepare communications, documentation, and forms, such as updating Payroll guidelines.
- Performs special projects and other assignments when required (i.e. annual merit and bonus allocation, regulatory reporting).
- Serve as back-up to Payroll Specialist and Officer.
Then "Qualifications Education: College degree in Accounting or Human Resources preferred but not mandatory.Experience: Minimum 5 years’ experience in a payroll and benefits administrative environment. 1-2 years of supervisory experience preferred. Ideal candidate will have detailed level experience with HRIS systems such as UKG Pro and benefit carrier systems. Also experienced with databases and database management tools.Required Skills/Abilities: Proficiency with MS Excel Skills (filter, pivot tables, Vlookups and macros), and Database Skills. Time management and ability to prioritize. Precision, highly organized and detail oriented. Ability to learn quickly in a fast-paced environment. Strong problem resolution skills. Strong verbal and written communication skills.Additional Preferred Skills/Abilities:Bilingual Chinese is a plus but not required.Leadership skills."
Then "ON-GOING TRAINING Each employee is required to complete all required training including Compliance and Bank Secrecy Act/Anti-Money Laundering training suitable to his or her position within the Bank."
Then "Pay determined based on job-related knowledge, skills, experience, and location. Pay Range: $70,000 - $80,000 This position may be eligible for a discretionary bonus."
Then benefits description: "Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k)."
Also earlier "Benefits: 401K, ESOP, RSU, vacation and sick" within essential functions.
We need to combine benefits info.
We must not include boilerplate like EEO, legal, privacy, accessibility contact, etc.
We must not include application instructions like "Apply today!" etc.
We must not include duplicated lines.
Now produce HTML with sections:
Possible sections:
- About the role (intro + general summary)
- Responsibilities (essential functions)
- Qualifications (education, experience, skills, ongoing training)
- Benefits
- Pay
We could also have "Skills" but we can incorporate into Qualifications.
We must not create empty sections.
Let's craft.
We'll use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to choose appropriate headings based on content.
We have:
- General Summary: description of role responsibilities. Could be "Responsibilities". Or "About the role". Since they ask to use headings like About the role, Responsibilities, etc. We can decide.
We have "Essential Functions" list of duties. That's responsibilities.
We have "Benefits:" list: 401K, ESOP, RSU, vacation and sick (maybe more). Also later they talk about benefits package: medical, dental, vision, life, LTD, FSAs, HSA with company contributions, voluntary coverages, and 401(k). So we need Benefits section.
We have Pay: "Pay determined based on job-related knowledge, skills, experience, and location. Pay Range: $70,000 - $80,000 This position may be eligible for a discretionary bonus." So we need Pay section.
We have Schedule? Not mentioned. So omit.
We have Qualifications: Education, Experience, Required Skills/Abilities, Additional Preferred Skills/Abilities. So we can have Qualifications heading.
We have Skills? Could be part of Qualifications. But we could separate Skills heading if we want. However instruction: prefer few substantive sections over many thin ones. So maybe combine Qualifications and Skills into one Qualifications section.
We have "ON-GOING TRAINING" etc. That's maybe part of Qualifications or Benefits? It's training requirement. Could be omitted as boilerplate? It's not exactly boilerplate but it's about required training. Might be considered part of Qualifications? Could include as a bullet under Qualifications.
We have "DIRECT REPORTS" line: "The incumbent has no direct reports." That's minor metadata; we can fold into short p or drop. Probably drop.
We have "What Our Team Members Are Saying Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com" - that's promotional; could be considered boilerplate? It's not required to keep. Probably drop.
We have "Apply today!" etc. That's application instruction; drop.
We have "People Drive Our Success Are you enthusiastic..." that's intro; could be considered About the role? Might be part of summary. We'll keep as part of About the role.
We need to preserve all substantive information. So we need to include the description of role, essential functions, benefits, pay, qualifications, maybe training.
We must not repeat job title as heading. The job title is "Payroll Officer". Not to be used as heading.
We must not put Job ID/requisition numbers as headings; none present.
We must remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we need to strip out the EEO statement, the accessibility contact, the privacy policy, etc.
We must keep the substantive content: the role description, essential functions, benefits, pay, qualifications, maybe ongoing training.
Let's extract substantive content:
Intro: "People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members’ drive and optimism. Together we can make a difference in the financial future of our communities."
That's about the company culture; could be part of "About the role" or "About the company". We'll put under "About the role".
Then "General Summary Payroll Officer is responsible for administering all aspects of the payroll process for employees; the technical and analytical functions of the Payroll Department, inclusive, but not limited to, proficiency with the HR (payroll & benefits) systems, monthly/periodic reporting of employee-related data to internal groups and external vendors, ad hoc report generation, auditing, data integration and implementation, Subject Matter Expert for Payroll & Benefits matters, support all locations in 9 states. Stay current on tax and pay policies for multiple states. Is back up support to Payroll Specialist/Officer. Provides back-up and support to VP, Payroll Manager. Performs responsibilities with minimal supervision while following established policies and procedures. Seeks guidance on new complex issues when appropriate."
That's responsibilities.
Then "Essential Functions" bullet list:
- Payroll Process Update payroll records by entering changes in exemptions, insurance coverage, savings deductions, and job title and department/division transfers.
- Calculate retroactive pay, and assist with input of all salary changes, deductions, etc.
- Determine payroll liabilities by calculating employee federal and state income and social security taxes and employer's social security, unemployment, and workers compensation payments.
- Ensure the processing of new hires, temporary workers, transfers, promotions, and terminations is accurate and timely.
- Resolve payroll discrepancies by collecting and analyzing information.
- Provide payroll information by answering questions and requests.
- Assist VP, Payroll Manager with payroll activities (bi-weekly, multi-state payrolls; payroll tax filings; W2 reconciling and processing, payroll garnishments)
- Payroll system maintenance and administration Responsible for the accurate preparation, documentation, and distribution of payroll via the UKG Pro HRIS system.
- Maintain payroll system (UKG) including troubleshooting issues, reporting, configuration and testing to implement solutions.
- Maintain payroll operations by following policies and procedures; reporting needed changes.
- Maintain payroll information by collecting, calculating, and entering data.
- Benefits: 401K, ESOP, RSU, vacation and sick Reconcile and certify 401k employer and employee contributions between payroll records and trustee records monthly.
- Administer and process 401K Plan including monthly open enrollments.
- Administer and process Restricted Stock Units.
- Maintain ESOP account.
- Unemployment or Disability Assist with the administration of the bank's Leave of Absence program including sending designation letters and notifying employees of the related laws, company policies and procedures.
- Reply to state disability and unemployment claim notifications and answers all government questionnaires.
- Compliance Maintain employee confidence and protects payroll operations by keeping information strictly confidential.
- Evaluate the HRIS system to identify and recommend process improvements.
- Analyze new rules and regulations and ensure compliance of UKG Pro setup.
- Reporting: Tax and wages for all states & agencies, like EEO, Vet – 4212, departmental requests Prepare and submit government required reports, such as Labor Statistics, Multiple worksites, EEO1, VETS-4212, Form 5500 for all benefit plans, etc.
- Prepare reports by compiling summaries of earnings, taxes, deductions, leave, disability, and nontaxable wages.
- Assist in processing periodic payroll taxes after each payroll based on state/federal guidelines using UKG Pro.
- Review quarterly tax deposit reports prepared by payroll service for federal, state, and local tax agencies.
- Reconcile and certify bank control accounts, general ledger expense accounts and general ledger suspense accounts used by HR department monthly.
- Create ad hoc reports for management.
- Act as tax liaison for all states.
- Audit: SOX, 401K, ESOP, WC Participates in technical studies and evaluations of business requirements and technological alternatives.
- Prepares information and copies for the annual audit of 401(K) Plan and ESOP Plan.
- Ensure SOX compliance with Payroll controls, complete SOX audit quarterly.
- Responsible for working with outside vendors, Internal and outside auditors to audit, process and reconcile payroll.
- Wealth Management Provides compensation data (monthly wages) to Wealth Management department to calculate Financial Advisor commission.
- Reconcile Financial Advisor commission with the supporting data provided by Wealth Management, and process payroll accordingly.
- Review Financial Advisor Compensation Plans to ensure payroll is accurate based on the monthly salary, draw, and commission percentage.
- Other Meet tight deadlines and prioritize competing workloads.
- Assist team members with individual questions about their deductions, with-holdings, 401k contributions or any changes.
- Complete surveys such as salary surveys, occupational employment surveys, compensation data by EEO1 category and location, health insurance cost studies etc.
- Provide training to team members on new functionalities in UKG Pro.
- Prepare communications, documentation, and forms, such as updating Payroll guidelines.
- Performs special projects and other assignments when required (i.e. annual merit and bonus allocation, regulatory reporting).
- Serve as back-up to Payroll Specialist and Officer.
Then "Qualifications Education: College degree in Accounting or Human Resources preferred but not mandatory.Experience: Minimum 5 years’ experience in a payroll and benefits administrative environment. 1-2 years of supervisory experience preferred. Ideal candidate will have detailed level experience with HRIS systems such as UKG Pro and benefit carrier systems. Also experienced with databases and database management tools.Required Skills/Abilities: Proficiency with MS Excel Skills (filter, pivot tables, Vlookups and macros), and Database Skills. Time management and ability to prioritize. Precision, highly organized and detail oriented. Ability to learn quickly in a fast-paced environment. Strong problem resolution skills. Strong verbal and written communication skills.Additional Preferred Skills/Abilities:Bilingual Chinese is a plus but not required.Leadership skills."
Then "ON-GOING TRAINING Each employee is required to complete all required training including Compliance and Bank Secrecy Act/Anti-Money Laundering training suitable to his or her position within the Bank."
Then "Pay determined based on job-related knowledge, skills, experience, and location. Pay Range: $70,000 - $80,000 This position may be eligible for a discretionary bonus."
Then benefits description: "Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k)."
Also earlier "Benefits: 401K, ESOP, RSU, vacation and sick" within essential functions.
We need to combine benefits info.
We must not include boilerplate like EEO, legal, privacy, accessibility contact, etc.
We must not include application instructions like "Apply today!" etc.
We must not include duplicated lines.
Now produce HTML with sections:
Possible sections:
- About the role (intro + general summary)
- Responsibilities (essential functions)
- Qualifications (education, experience, skills, ongoing training)
- Benefits
- Pay
We could also have "Skills" but we can incorporate into Qualifications.
We must not create empty sections.
Let's craft.
We'll use for each heading.
Inside each section, we can have
for prose and
- for lists. We need to preserve all substantive info; we can combine some bullets. Let's extract the essential functions list items as
- . Many are long sentences; we can keep them as is. We need to