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Payroll Courses

Improve business efficiencies with your payroll solution with training 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 Running Your First Payroll

This training session introduces Paylocity’s payroll solution and walks you through running your first payroll. This session covers how to:

  1. • Add and start a payroll batch
  2. • Edit the Quick Pay screen
  3. • Edit the Pay Details screen
  4. • Create an Additional and a Manual Check
  5. • Verify Batch Totals
  6. • Complete the audit screen, approve the batch, and submit

Approx. Length: 1 hour 10 mins,
2 hour 30 min

Recommended Audience: Administrators

Suggested Courses:
Getting Started with Managing Employee Data

General Ledger

This training acquaints you with Paylocity’s General Ledger module located within your payroll solution. The General Ledger module is a tool that provides insight into the details of your General Ledger Report. This course covers how to:

  1. • Filter and analyze your data for quick reference
  2. • Export the data to Excel
  3. • Modify account descriptions
  4. • Request account mapping changes

Approx. Length: 15 mins

Recommended Audience: Administrators

Suggested Courses:
Running Your First Payroll

Getting the Most from Your Company Set

This training session provides an overview of company sets with an emphasis on the latest productivity tools. This class is intended for Multi-Company Administrators, who manage more than one Paylocity Company ID. In this lecture-style format, we’ll demonstrate various processes associated with company sets including:

  1. • New processes for payroll batch management
  2. • Creating new pay assignments
  3. • Updating deduction codes

Approx. Length: 60 mins

Recommended Audience: Administrators

Suggested Courses:
Getting Started with Managing Employee Data

Web Expense

This training session introduces you to Paylocity’s cloud-based expense management module, Web Expense. This training covers:

  1. • Some of the features of the tool and how to use the interface
  2. • How to create, submit, and get reimbursed for business expenses
  3. • How to track, manage, and finally return or approve expenses from submitters

Approx. Length: 40 mins

Recommended Audience: Administrators, Supervisors

Suggested Courses:
Getting Started with Managing Employee Data

Beyond Your First Payroll: Increasing Efficiencies

This training focuses on streamlining your payroll processes to reduce manual steps and potential errors.

  1. • Modify check types
  2. • Create common batch types
  3. • How to use calendars including holidays
  4. • Differentiate between when to void or reissue checks.

Beyond Your First Payroll is geared towards administrators who are looking to go beyond the basics and improve their payroll processes to increase efficiencies.

Approx. Length: 75 mins

Recommended Audience: Administrators

Suggested Courses:
Getting Started with Running Your First Payroll

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