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Data & Analytics Courses

Learn how to manage data with reports, analytics, and dashboards with courses offered the following ways:

ON-DEMAND

Watch and learn at your own pace with quick, easy access to videos.

INSTRUCTOR-LED

Live, interactive training for guided practice and how-tos.

WEBINAR

Expert insight to industry trends, product deep dives, and more.

Getting Started with Managing Employee Data

Learn how to use your Paylocity’s human capital management solutions to streamline various HCM tasks. Discover helpful tips to simplify the process of reviewing employment data received during the Implementation process, plus:

  1. • Recognize “data gaps” as a result of information deficiencies, and how these gaps can impact the quality of your data analytics
  2. • Add a new employee using a customized new hire template
  3. • Use various methods to view and manage critical employment data including employee status, position, pay rate, deductions, tax information, and more

Approx. Length: 1 hour 5 mins or 2 hours 30 mins

Recommended Audience: Administrators

Suggested Courses:
Self-Service Portal

Templates & Checklists

This training session covers creating customized templates that pull together multiple Web Pay screens to avoid navigating between multiple screens to accomplish a single task, plus:

  1. • Build new hire & quick edit templates to streamline processes & be consistent
  2. • Pair templates with checklists to provide more robust information
  3. • Use notifications to keep track of all critical steps in your data tracking

Approx. Length: 60 mins

Recommended Audience: Administrators

Suggested Courses:
Getting Started with Managing Employee Data

Data Insights

During this training, we’ll guide you through data dashboards to analyze turnover rates, review HR insights, identify employees at risk of leaving, and evaluate labor costs. We’ll look at how to:

  1. • Use filters to hone in on key data points
  2. • Instantly export results in output types like Excel
  3. • Understand how data insights provide a central location for many reporting needs

Approx. Length: 90 mins

Recommended Audience: Administrators

Suggested Courses:
Standard Reports
Basic Report Writer

Basic Report Writer

This training session covers the basics of creating a report and how to:

  1. • Extract information from Web Pay to make informed decisions for the future
  2. • Insert report fields
  3. • Sort and group data
  4. • Implement filtering options

Approx. Length: 90 mins

Recommended Audience: Administrators

Suggested Courses:
Advanced Report Writer

Advanced Report Writer

This training session builds upon the information covered in our Basic Report Writer training. We’ll look at how to incorporate advanced Report Writer features, enabling you to better interpret your Web Pay data to drive business decisions. During this session, we’ll cover how to:

  1. • Create custom fields
  2. • Build additional filters
  3. • Create code groups

Approx. Length: 90 mins

Recommended Audience: Administrators

Suggested Courses:
Basic Report Writer

Standard Reports

During this training, we’ll look at our standard reports in Web Pay and cover:

  1. • Standard reports essential for your payroll processing
  2. • Navigating Reports Library
  3. • Customizing report filters
  4. • Generating reports
  5. • Creating report groups and scheduling reports
  6. • An introduction to Data Insights charts

Approx. Length: 90 mins

Recommended Audience: Administrators

Suggested Courses:
Data Insights

Understanding the Costs and Benefits of Your Turnover

This training session will give you the skills to analyze the turnover rate in your company, and will give you tools and insight on how you can reduce unwanted turnover in your organization using the Turnover Dashboard. Understanding the Costs and Benefits of Your Turnover is geared towards administrators who are looking to go beyond the basics and improve their turnover processes. This session covers how to:

  1. • Access your organization’s turnover rate
  2. • Identify why employees leave or stay with an organization
  3. • Create a retention strategy appropriate for your organization

Approx. Length: 75 mins

Recommended Audience: Administrators

Suggested Courses:
Basic Report Writer
Standard Reports

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