Course Content

• System and Organization Setup
  • Features and Benefits
  • Employee Number Setup
  • User Setup
  • Human Resources User Preferences
  • Human Resource Preferences
  • Payroll Preferences and Structure
  • Organizational Structure
• Payroll Setup
  • Setting up Pay Codes and Types
  • Setting and Activating Post-Dated Pay Rates
  • Setting up Overtime Rate Manager
  • Setting up Payroll Integration to Payables Management
  • Setting up Employee Classes
  • Payroll Direct Deposit Setup
  • ACH File Setup
  • ACH Header and Footer Setup
  • Setting Up Taxes and Compensation Codes
• Deductions and Benefit Setup
  • Setting up Deductions and Benefits
  • Granting Payroll View Access to a User
  • Setting up Benefit Preferences
  • Setting up Miscellaneous Benefits and Garnishments
  • Setting up a Copayment Records and Coverage Types
  • Setting up a Health Insurance, Life Insurance and Retirement Plan Benefits
  • Setting up a Standard Deduction and determining Deduction Sequence
  • Setting up Deduction In Arrears
• Other Human Resources Setups
  • Interviews
  • Skills, Skill Sets and Tests
  • Orientation and Termination Checklists
  • Training Courses and Classes
  • Extra Fields and User-Defined Fields Setup
  • Review Policy Setup
  • Creating a Property Item Record
• Applicants
  • Requisitions and Applicant Costs
  • Applicant Entry
  • Applicant Background
  • Applicant Skills and Tests
  • Interviews, Offers and Hiring
• Employee Maintenance
  • Adding an Employee I-9 Record
  • Creating an Employee Record
  • Changing an Employee's Position and creating an Additional Position Record for an Employee
  • Creating Additional information Records
  • Adding an Employee Address Record
  • Adding an Employee Human Resources Record
  • Employee Vacation-Sick Time Maintenance
  • Adding an Employee Contact Record
  • Adding an Employee Dependent Record
  • Property Records
  • Union Records
  • Employee Extra Fields and User-Defined Fields
  • Employee Pay Code Maintenance
  • Entering an Employee Federal, State and Local Tax Record
  • Employee Direct Deposit Maintenance
  • Pay Steps Maintenance
• Employee Attendance
  • Attendance Setup
  • Employee Maintenance and Summary
  • Attendance Transactions
  • Vacation Planning
  • Using Payroll for Attendance
• Employee Benefits
  • Benefit Enrollment
  • Deduction and Benefit Records
  • Family and Medical Leave Act (FMLA)
  • COBRA
  • Benefit Summary and History
  • Total Compensation
• Daily Payroll Procedures
  • Activate Post-Dated Pay Rates
  • Batches and Posting
  • Payroll Transactions
  • Payroll Direct Deposit Routines
  • Generate ACH File
• Employee Assets and Development
  • Employee Education
  • Employee Skills and Test
  • Employee Orientation
  • Employee Training
• Employee Performance
  • Employee Discipline
  • Employee Grievances
  • Employee Reviews
  • Employee Injury and Illness
• Employee History
  • Employee Earnings and Position History
  • Employee Transfers
  • Employee Termination
• Inquiries, Reports and Organization Explorer
  • Inquiries
  • Reports
  • Organization Explorer
• Utilities and Routines
  • Reconcile Feature
  • Remove History
  • Archive Employee and Applicant Records
  • Compensation Management
  • Tax Table Update
  • Print Period-end, Quarter-end and Year-end Reports
  • Close Payroll Year-end and Printing W-2's, 1099R's and 8027's
  • Business Contact Information
  • To Do List Entries