Valid addresses are required to calculate federal, state, and local taxes accurately for your company and employees. BambooHR validates the addresses tied to company locations in Settings, and the employee's address set up on their profile. If the location's address has not been validated, you will see an error that says "Employee's location is not valid for the employee's pay schedule."

To begin resolving a company address error, click on Fix Now in the banner to open a modal that will allow you to edit the info. The error(s) in the original address will highlight in orange and suggested changes to the address will highlight in green to the right of the original address. You will have a few options to update the address:

1. Edit Address: This button will appear under the original address. Clicking this button will allow you to edit the address directly.
2. Use Suggested Address: Clicking this button will update the original address to the suggested address changes automatically.
3. Use Original Address: If you receive an address error that our system allows as an exception, and you are certain that the address indicated is correct, this link will populate under the original address. Clicking this link will pop up a help modal with instructions on how to reach out to Support to get this updated (see below). Please note that the error will persist on the Payroll tab until our Support team validates the address. To close out you can click Cancel or the X icon in the top right.
4. Save: ClickingSave will re-validate the address changes made in this modal.

If an employee has an address issue, "Unable to Validate Address" will appear under the status column for that employee on the People Being Paid page. Hover over the name and click on Fix Now to update the address information. The process for updating address information for employees will be similar to updating address information at the company level, as mentioned above.

There are a few things to note about updating individual employee information and addresses:

1. If you are certain an address is correct for an employee that is showing as an error, remember that you will need to reach out to Support to validate the address.
2. Saving non-address information: If there is other payroll information missing or invalid in addition to their address, you'll have the ability to update and save the modal without updating the address. This will allow you to reach out to Support and continue updating other employees' information.
3. Updating address state: If you update an employee's address and it changes their state, you will be prompted to check the employee's state tax elections to ensure they remain accurate.

When BambooHR validates your payroll data, it will look at your active employee and company addresses to ensure the correct tax accounts are set up in BambooHR. If you are required to add new tax accounts or have info missing from a previous tax account, an error banner will appear at the top of the page on the Payroll tab. ClickSetup Now to navigate to settings and update your tax accounts.

If a compensation change to an employee record results in a pay schedule change where the paycheck of the month is no longer a valid option for a recurring extra pay type, an extra pay type is deactivated, or an extra pay type does not match the employee's tax type (W-2s with a non payable taxable benefit 2%), an error banner will appear on the Payroll tab, on the employee profile, and when you Start/Continue payroll. You can click Update Extra Pay and the following modal will appear for you to resolve these errors.

Within the Update Extra Pay modal, you can update the Extra Pay Type and/or New Pay Frequency columns depending on the recurring extra pay error detected for the employee. The options available to update the New Pay Frequency are based on the pay schedule frequency settings. If there is an error to a One-Time Only pay type, you will be able to update the Extra Pay Type field only. Click the dropdown menu and make a selection to update the error. These errors must be fixed before continuing to run payroll.

You can also enable/disable the extra pay by clicking the "+" or "-" icon upon hover.

To ensure compliance with federal SECURE 2.0 regulations, BambooHR validates retirement limits and plan setups before you run payroll. You may encounter the following errors on the Payroll tab or pre-payroll Deductions page in BambooHR:

"Please verify your retirement accounts to comply with Secure Act 2.0 regulations" (red banner)

• Cause: One or more benefit plans are missing required Secure Act 2.0 compliance questions, which blocks payroll.
• How to Fix: Click Verify Now on the banner (or click Start Payroll). A modal will appear asking you to confirm which of your plans support catch-up (50+) and super catch-up (60-63) contributions. Answer these questions and click Save to unblock payroll.

"We can't calculate retirement limits..." / "Missing Social Security Wages"

• Cause: Employees aged 50+ are missing the previous year's Social Security wages.
• How to Fix: Click Add Social Security Wages Now to input the required data for affected employees. If you do not have this information, you can select Continue With Restricted Limits, which will temporarily limit their contributions to $24,000.

"Deductions Need Attention" / "401k Stopped: Needs Roth"

• Cause: An employee has reached their traditional pre-tax 401(k) limit and can only continue to contribute through a Roth account.
• How to Fix: Navigate to the pre-payroll Deductions page, which automatically filters to show employees needing attention. Click the 401k Stopped: Needs Roth link to view the Deduction History Snapshot. From here, click Enroll in Roth to redirect the employee to a Roth plan, or click Don't Show Again.

Limit Splitting Error (Inside Run Payroll):

• Cause: An employee enrolled in multiple retirement plans (401(k), 403(b), or 457(b)) is about to hit their limit.
• How to Fix: An error will prompt you within the payroll run to choose how you want the remaining contribution amount split between the employee's active deductions.

The following errors can be fixed by navigating to Settings > Employee Fields > Location or by clicking the Fix Now button. Then verify all of your locations aren't missing any information:

• Address is missing.
• City is missing.
• Job location 'City, STATE' is missing an address. Please enter an address for the assigned job location or reassign the Location on the Job tab.
• Job location 'City, STATE' is missing a zip. Please enter a zip for the assigned job location or reassign the Location on the Job tab.
• Job location 'Name' is missing a state. Please enter a state for the assigned job location or reassign the Location on the Job tab.
• Branch Name is missing.

Navigate to the Job tab in the employee profile, and make sure a job location is assigned under the Job Information Table. If they are remote, make sure their home address is filled out and valid:

• Missing Location for this pay period.

The following errors can be fixed by navigating to Settings Benefits and then clicking on the plan name to edit:

• Cannot update Client Deduction.End Datemust be one day prior to or greater than the start date.
• Some benefit plans do not have a plan type. The client is not able to sync deductions just yet.
• Start Date of HSA is blank.
• Unable to run payroll because Safe Harbor deductions do not match deduction pay type exclusions. Please go to company deduction page to correct and re-run payroll. You will not need to reset payroll.
• Cannot update Client Deduction due to overlapping records.

The following errors can be corrected under the Payroll tab in BambooHR settings:

• Unable to run payroll because Company Bank information is missing.
• Unable to run payroll because Pay Schedule is missing bank record. Please contact Customer Service for assistance.
• Unable to run payroll because Pay Group is missing bank record. Please contact Customer Service for assistance. You will not need to reset payroll.
• Unable to approve payroll because another of your company's payroll was approved after this payroll calculated. Please return to the Payroll Center to re-run payroll.
• PayCycle is not active
• Pay Date should be at least 2 business days after Due Date.
• No data received. Please check BambooHR for any structure changes.
• Error updating Payee table with ExternalPayee.
• Error updating ExternalDeparmentID on None department
• Error updating ExternalDivisionID on None division
• Company demographic data is missing. In BambooHR settings, please provide a company employment status, a company location, and ensure that you have at least one employee in a syncing pay schedule.

The following errors can be corrected under the Time Off section in BambooHR settings:

• Only 7 Time Off categories are allowed. Please deactivate an existing Time Off categories before adding a new one or updating an existing one.

The following errors can be fixed by navigating to the Pay Info tab on the individual employee profile and clicking on the Taxes tab:

• State Work In and Work Address State does not match.
• You're missing Federal Tax Withholding elections for this employee. Please update their Federal Filing Status on the Pay Info tab.
• You're missing State Tax Withholding elections for this employee. Please update their State Filing Location on the Pay Info tab.
• Employee has invalid state filing status.
• We're missing some information on the location tied to this employee's tax withholdings. Please make sure a location is set for State Tax Withholding and Unemployment Insurance.
• Invalid State Work In and/or State Work In UI (ZZ).
• Invalid number set for their State Withholding Exemptions. Please update the value to be between 0 and 99.

To fix the following errors, make sure the employee is assigned to a valid job location within the Job Information Table on the employee's Job tab. If they are remote, make sure they are set to a remote location and their home address is filled out and valid.

• Address is missing.
• City is missing.
• Street is missing.
• Zip is missing.
• Missing Employee Address - State.
• Employee has invalid work address type.

The following errors can be fixed by updating the employee's Personal tab fields:

• Birth Date (--) is outside date-time range.
• Birth Date is missing.
• SSN () is invalid.
• Gender is missing.
• Marital Status is missing.
• Employee Birth Date is Invalid.
• Missing Employee Name.

The following errors can be fixed by updating the employee's Job tab fields:

• Hire Date is missing
• The Workers' Comp Classification is missing. Please add a class code assignment on the Job tab.
• Hire Date ({date}) is outside date time range
• Original Hire Date ({date}) is outside date time range

*Note: If the Workers' Comp Classification field is not showing up on the employee's Job tab, make sure the Workers' Comp Codes are added in BambooHR. If you have Washington employees, navigate to Settings > Payroll > Taxes to make sure the Workers' Comp rate is set up there.

The following errors can be fixed by updating the fields within the Job Information table found on the employee's Job tab:

• Missing active job information.
• Missing Location for this pay period.
  • Try re-entering the address information and saving, as typos can sometimes cause this error. After re-entering the address, check the Employment Status table for any duplicate rows, specifically termination rows, as this can often cause the error. If there are duplicates, delete the extra entries.
• Employee is assigned to company level archived Location
• Employee is assigned to company level archived Department
• Employee is assigned to company level archived Division

The following errors can be fixed by updating the fields within the Compensation table found on the employee's Job tab:

• Pay Type Or Overtime status is missing.
• This employee is missing an overtime pay rate. Add an overtime pay rate for this employee to include them in payroll.
• Missing active compensation information.
• Cannot update Employee Wage. End Date must be one day prior to or greater than start date.
• Cannot update Employee Wage due to overlapping records.
• Below list of employees do not have a compensation rate for their corresponding hours. Please enter the rate if permitted below, or go to Job tab and enter the rate.
• Employees have multiple active compensation records.
• Overlapping Compensation Record (found on the People Being Paid page)
• Missing Compensation Data (found on the People Being Paid page)

The following errors can be fixed by updating the fields within the Employment Status table found on the employee's Job tab:

• Employees Have Multiple Active Jobs.
• Termination Date {date} is invalid
• Termination Date {date} is outside date time range
• Employee is assigned to company level archived Employment Status

The following errors can be fixed by navigating to the Pay Info > Direct Deposit section on the employee's profile and verifying those fields:

• Employee does not have an active 'Balance' type direct deposit record.
• BankID - - More than one Balance account is not allowed.
• Unable to run payroll because below list of employees do not have an active 'Balance' type direct deposit record. Please correct on the direct deposit tab and reset payroll. Employee Name:
• Unable to run payroll because the employee does not have an active 'Balance' type bank record.