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Talent Management Courses

Learn how to manage the full employee life cycle 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.

Onboarding: Setup and Customization

This training session covers the tools available in Paylocity’s Onboarding solution that can be used to customize your onboarding events with your organization’s branding and information. This session covers how to:

  1. • Learn how to incorporate E-Verify into your Onboarding process
  2. • Customize the employee view with tasks, events, welcome emails, and more
  3. • Identify which tools are best to implement for your organization and more

*To be federally compliant, in order to use E-Verify, all users are mandated to watch the E-verify and Onboarding training and pass a post-course assessment with a score of 70% or better.

Approx. Length: 1 hour 45 mins, 34 mins

Recommended Audience: Administrators

Suggested Courses:
Onboarding: Launching to New Hires
E-Verify & Onboarding

Onboarding: Launching to New Hires

This introductory training session on Paylocity’s Onboarding solution familiarizes you with how to use Onboarding to initiate an onboarding event and generate a pay record for a new employee. Enroll in our on-demand training titled E-verify and Onboarding if you would like to incorporate E-Verify into your Onboarding process. This session covers how to:

  1. • Identify the benefits of using an automated onboarding system for your organization
  2. • Launch an onboarding event and complete related tasks
  3. • Create an employee record for new hires and more

*To be federally compliant, in order to use E-Verify, all users are mandated to watch the E-verify and Onboarding training and pass a post-course assessment with a score of 70% or better.

Approx. Length: 1 hour 30 mins, 24 mins

Recommended Audience: Administrators

Suggested Courses:
Onboarding: Setup and Customization
E-Verify & Onboarding

Onboarding for Supervisors

During this training, we teach Supervisors how Onboarding seamlessly helps to bring on a new employee. This course demonstrates how to access and complete the tasks needed to successfully onboard your new employee.

Approx. Length: 20 mins

Recommended Audience: Supervisors

E-verify and Onboarding

During this training, we’ll acquaint you with E-Verify. This session covers:

  1. • An overview of the service and specific details regarding Employer Responsibilities and Worker Rights
  2. • Demonstrate of how E-Verify works with Paylocity’s Onboarding solution, including configuring New Hire Event Packets and completing both the I-9 Employment Eligibility Task and the I-9 Eligibility Verification Task
  3. • How to complete the E-Verify Task, review results, and close cases

*To be federally compliant, in order to use E-Verify, all users are mandated to watch the E-verify and Onboarding training and pass a post-course assessment with a score of 70% or better.

Approx. Length: 40 mins

Recommended Audience: Administrators

Suggested Courses:
Onboarding: Setup and Customization
Onboarding: Launching to New Hires

Performance Management for Administrators

During this training, we’ll guide you through creating custom reviews to manage employee performance as well as discuss ideas for creating forms for a variety of situations outside of the standard, regular interval performance review process. This session covers how to:

  1. • Create the varying aspects of the Review Form including Review Items
  2. • Rating Scales and Goal Categories
  3. • Assign forms to one or multiple employees
  4. • Manage Review Form assignments and locate Goals, Feedback, Impressions, and Journal entries on the review form

Approx. Length: 2 hours, 25mins

Recommended Audience: Administrators

Suggested Courses:
Performance Management for Reviewers
Driving Performance Through Engagement

Performance Management for Reviewers

This training session demonstrates the easy process for managing Performance Tasks typically assigned to Supervisors and Reviewers. This session covers how to:

  1. • Create journal entries, goals, and feedback requests
  2. • Complete the Performance Management process from start to finish including accessing the review, entering ratings and comments, and weighing goals
  3. • Upload supporting documentation, printing, and signing the form

Approx. Length: 40 mins

Recommended Audience: Administrators, Supervisors

Enhanced Human Resources

In this training session, we’ll guide you through the functionality needed to automate common HR tasks. This session covers how to:

  1. • Upload documents to an employee profile
  2. • Track company property, skills, and education history
  3. • Use notifications to ensure up-to-date record keeping
  4. • Identify advanced and standard HR reports

Approx. Length: 2 hours 30 mins

Recommended Audience: Administrators

Suggested Courses:
Getting Started with Managing Employee Data
Self Service Portal

Recruiting: Setup and Customization

In this training session, we’ll guide you through navigating Paylocity’s Recruiting solution where you will learn how to setup and customize your recruitment approach. If you are interested in quickening your average time to hire, streamlining the recruitment process, and engaging your applications, please consider enrolling in this course. This session covers how to:

  1. • Embed branding elements into your Careers Page
  2. • Find high achieving candidates by utilizing Screener & Knockout Questions
  3. • Incorporate automation features Email Templates & Automated Email Replies

Approx. Length: 1 hour 45 mins, 42 mins

Recommended Audience: Administrators

Suggested Courses:
Recruiting: Managing the Hiring Process

Recruiting: Managing the Hiring Process

In this training session, we’ll guide you through navigating Paylocity’s Recruiting solution where you will learn how to fluently navigate all candidates through the hiring process. If you are interested in learning how to post job vacancies efficiently, obtain excellent team communication, and implementing a thorough Human Capital Management process, please consider enrolling in this course. This session covers how to:

  1. • Create and post jobs to your Careers Page as well as to other job boards
  2. • Use Notifications in a variety of ways to keep your team well informed
  3. • Move hired candidates from Recruiting into HR and Payroll

Approx. Length: 90 mins, 40 mins

Recommended Audience: Administrators

Suggested Courses:
Recruiting: Setup and Customization

Engaging New Hires before Day One

This training session explores using Paylocity’s Onboarding solution to make a good impression on new hires during the onboarding process, increase retention, and deliver better ROI on hiring. Engaging New Hires before Day One is geared towards administrators who are looking to go beyond the basics and improve their onboarding processes to increase effectiveness. This session covers how to:

  1. • Identify the connection between effective onboarding and new hire retention
  2. • Create custom Welcome Message Topics, Tasks, and Notifications that engage your new hires early
  3. • Use the resources provided to find additional information as you need it

Approx. Length: 90 mins

Recommended Audience: Administrators

Suggested Courses:
Onboarding: Setup and Customization
Onboarding: Launching to New Hires

Automating the Employee Lifecycle

This training session will familiarize you with how you can utilize Paylocity’s total integrated solution to turn manual processes into automated processes throughout each phase in the employee’s lifecycle. This session covers how to:

  1. • Identify processes that can be automated
  2. • Use different solutions to automate processes
  3. •Reduce manual paperwork in your own organization

Approx. Length: 90 mins

Recommended Audience: Administrators

Suggested Courses:
Getting Started with Managing Employee Data
Enhanced HR

Beyond 360 Feedback: Optimizing Feedback in Performance Management

This training session will leverage vital features and best practices of your Performance Management solution to elicit feedback and optimize processes.This session covers how to:

  1. • Set up feedback journal templates and customized requests
  2. • Identify the most impactful feedback channel
  3. • Leverage your expertise to implement feedback features

Approx. Length: 90 mins

Recommended Audience: Administrators

Suggested Courses:
Performance Management for Administrators

Making Performance Appraisals Matter: Essential Elements Effective Performance Appraisals

Performance Appraisals can be a useful tool or a disaster, depending on their accuracy, content, and how they are delivered. Effective performance appraisals can provide valuable feedback to employees on their past performance, how well they have met expectations, and what skills they need to work on most.

Unfortunately, many managers fail to make use of the opportunity this process offers. Some wait until the day before they are to meet with the team member they are appraising before they put any thought into what they want to say. This often yields a generic, uninformative piece of paper that tells the employee that “everything is fine”. Other managers catch the person completely by surprise by telling them (for the first time) that they aren’t meeting expectations, and “better shape up…or else!”

The Essential Elements of Effective Performance Appraisals will teach participants some key factors to ensure the manager and the employee both realize a benefit from the process.
We’ll focus on:

  1. • How most employees view the evaluation process
  2. • The importance of establishing mutual expectations for the process and creating a constructive atmosphere for the actual conversation.
  3. • The difference in past performance and future expectations
  4. • Making sure they don’t feel like they are being measured against co-workers and aren’t the same as everyone else.
  5. • Identifying areas that need improvement isn’t demotivational.
  6. • Creating an actionable plan for them to pursue future improvements.
  • By incorporating these ideas and strategies, you can transform your annual review process from something that is dreaded, only seen as a formality, or not happening at all, to a springboard for professional growth and measurable performance improvement.

Approx. Length: 60 mins

Recommended Audience: Supervisors, Administrators, Decision Makers

Suggested Courses:
Beyond 360 feedback: Optimizing Feedback in Performance Management

Driving Business Results Through Strategic Onboarding

Successful organizations understand the impact the new employee experience can have on driving tangible business results. Regardless of industry, company size or geography, an intentional onboarding program can potentially increase employee engagement, boost customer satisfaction and sales, and decrease turnover – all key factors in building and scaling a healthy organization. In this session, learn how FORUM Credit Union made a dramatic transformation from a lackluster onboarding experience to a comprehensive, award-winning program. Participants will explore proven opportunities and strategies that drive performance (and profits!) through onboarding. Even if you’re just getting started, you’ll walk away from this session with an arsenal of ideas and 5 must-capture metrics for proving results through onboarding.

  1. • Recognize the potential impact of the employee experience on critical business metrics
  2. • Communicate the value of a comprehensive onboarding program to organizational stakeholders and business leaders
  3. • Improve organization’s onboarding program with easy-to-implement strategie
  4. • Access an appendix of curated tools and resources on the subject of onboarding to use in developing or updating their current program

Approx. Length: 60 mins

Recommended Audience: Supervisors, Administrators, Decision Makers

Suggested Courses:
Engaging Hires Before Day One, Onboarding: Launching to new hires, Onboarding: Setup and Customization