Partner Trainings & Resources

Be a compliance resource to guide & educate

Better support for existing & attract new business

Stay current on industry trends & regulations

Maximize how you leverage the Partner Portal

Explore Courses by Topic

FLEXIBLE BENEFITS

Why Your Clients Should Offer a Flexible Spending Account (FSA)

Helping your clients understand the value flexible benefit programs can bring to their companies is critical. A Medical Flexible Spending Account (FSA) lets your clients’ employees set aside pre-tax funds to help pay for eligible medical, dental, and vision expenses. In this video you’ll learn:

 

• Why offering an FSA is valuable to clients & their employees

• What eligible expenses are covered under a Medical FSA plan

• How easy it is for plan participants to access program funds

 

Approx. Length: 10 Mins

FLEXIBLE BENEFITS

Why Your Clients Should Offer a Health Savings Account (HSA)

With a Health Savings Account (HSA), your clients can provide their employees with the ability to set aside pre-tax dollars into an account that they can then use for both medical and retirement expenses. In order to qualify for an HSA, your clients must also offer a high-deductible health plan. In this video you’ll learn:

 

• Why offering an HSA is valuable to clients & their employees

• What eligible expenses are covered under an HSA plan

• How easy it is for plan participants to access program funds

 

Approx. Length: 10 Mins

HCM INSIGHTS

Help Clients Stay Compliant While Enhancing Employee Engagement

Arming your clients with the tools to stay complaint is important now more than ever. Companies go to great lengths to maintain compliance; adhering to laws and standards designed to protect their business, employees, and stakeholders, and avoid stressful audits and lawsuits. Employee compliance training on topics such as sexual harassment, anti-violence, and cyber security is a critical part of staying compliant.

 

Approx. Length: 60 Mins

HCM INSIGHTS

Essential Elements of Effective Performance Appraisals

Helping your clients develop effective performance appraisals is essential to engage and retain top talent. Valuable feedback can be gained during the review process, producing accelerated professional growth and measurable performance improvement. Explore the importance of establishing mutual expectations, creating a constructive atmosphere, setting actionable goals, and more.

 

Approx. Length: 60 Mins

PRODUCT TRAINING

Driving Business Decisions with your Partner Portal for Financial Advisors

The Paylocity Partner Portal is designed to inform those who analyze and recommend benefit packages, provide financial guidance, and monitor compliance for the clients you support. In this video you’ll learn how to:

 

• Leverage data insights & run reports to provide your clients with expert guidance & support

• Set your firm apart & get a competitive edge in your industry

• Generate revenue by regularly assessing your clients’ needs

 

Approx. Length: 60 Mins

PRODUCT TRAINING

Driving Business Decisions with your Partner Portal for Benefit Brokers

The Paylocity Partner Portal is designed to inform those who analyze and recommend benefit packages, provide financial guidance, and monitor compliance for the clients you support. In this video you’ll learn how to:

 

• Leverage data insights & run reports to provide your clients with expert guidance & support

• Set your firm apart & get a competitive edge in your industry

• Generate revenue by regularly assessing your clients’ needs

 

Approx. Length: 60 Mins

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