Getting Started


courses

Getting Started Managing Employee Data

Approx. Length:
2 hours 30 mins (live)
1 hour 25 mins (on-demand)

Recommended Audience:
Administrators

Suggested Courses:
Self-Service Portal

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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, plus:

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

Getting Started with Running Your First Payroll

Approx. Length:
2 hour 30 min (live)
1 hour (on-demand)

Recommended Audience:
Administrators

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We'll introduce Paylocity’s payroll solution and walk you through running your first payroll. This session covers how to:

  • Add and start a payroll batch
  • Edit the Quick Pay screen
  • Edit the Pay Details screen
  • Create an Additional and a Manual Check
  • Verify Batch Totals
  • Complete the audit screen, approve the batch, and submit

Self Service Portal

Approx. Length:
2 hrs 30 mins (live)
1 hr 25 mins (on-demand)

Recommended Audience:
Administrators

Suggested Courses:
Getting Started with Managing Employee Data

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This training is designed to teach you the basics of configuring and maintaining the Self-Service portal to serve as the centralized communication hub for your company. During this session, we’ll learn how to:

  • Configure employee access to critical information such as paycheck detail records, benefit details, and time off
  • Set up user accounts for employees
  • Register user accounts
  • Approve or decline pending changes

Getting the Most from Your Company Set

Approx. Length:
1 hour (live)

Recommended Audience:
Administrators

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The name says it all! Take this course to get the most out of managing your company set. In this session, we show you how to manage the functions that span multiple company IDs, including:

  • Payroll batch management
  • Creating new pay assignments
  • Updating deduction codes