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
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
Enhanced HR
Approx. Length:
2 hours 30 mins
Recommended Audience:
Administrators
Suggested Courses:
Getting Started with Managing Employee Data
Self Service Portal
In this session, we guide you through the functionality to automate common HR tasks. This session covers how to:
- Upload documents to an employee profile
- Track company property, skills, and education history
- Use notifications to ensure up-to-date record keeping
- Identify advanced and standard HR reports
Enhanced HR, Part 1 of 2
Approx. Length:
1 hours 30 mins
Recommended Audience:
Administrators
Suggested Courses:
Getting Started with Managing Employee Data
- Navigate the Employee Record
- Track Company Property
- Track Skills and Events
- Manage Employee Reviews
- Store Employee Documents
- Access Reports
Enhanced HR, Part 2 of 2
Approx. Length:
1 hours 30 mins
Recommended Audience:
Administrators
Suggested Courses:
Getting Started with Managing Employee Data
- Set up Date Triggered Notifications
- Utilize HR Actions to Create Events
- Perform OSHA Tracking
- Create a Custom Field
- Leverage Reporting & Data Insights
Automating the Employee Lifecycle
Approx. Length:
1 hour 30 mins (live)
Recommended Audience:
Administrators
Suggested Courses:
Getting Started with Managing Employee Data
Enhanced HR
This session shows you how to utilize Paylocity’s total integrated solution to make manual processes automated throughout each phase in the employee’s lifecycle. This session covers how to:
- Identify processes for automation
- Use different solutions to automate processes
- Reduce manual paperwork in your organization
Time Off & Leave Tracking
Approx. Length:
1 hour (live)
Recommended Audience:
Administrators
Learn how to automate time-off request processes for employees and track leave events in HR and Payroll, plus:
- Review time-off requests as an administrator or supervisor and make accrual balance adjustments
- Track a leave of absence and FMLA request
- Easily produce a report on accrual balances/history and FMLA and leave events
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
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
Maintaining Compliance
Approx. Length:
1 hour 30 mins
Recommended Audience:
Administrators
Suggested Courses:
Enhanced HR
In this session, we guide you through our Compliance Dashboard to analyze components of compliance. See how the Compliance Dashboard can provide a centralized location for many of your compliance needs. This session covers how to:
- Use the I-9 component of the Compliance Dashboard
- Create and manage document acknowledgements for employees to sign and complete
- Use the EEO component
Fundamentals of ACA
(On-Demand Only)
Approx. Length:
50 mins
Recommended Audience:
Administrators
Suggested Courses:
ACA in Web Pay: Dashboard Overview & Data Analytics
ACA in Web Pay: Maintenance
During this training, we acquaint you with the basics of the Affordable Care Act (ACA). This session covers:
- Topics to help you determine your applicable large employer status, full-time status benefit eligibility, and plan affordability
- An overview of other notable key concepts, including details related to controlled ownership, hours of service, look back periods, safe harbors, and seasonal worker exceptions
ACA Dashboard & Analytics
Approx. Length:
1 hour 30 mins
Recommended Audience:
Administrators
Suggested Courses:
ACA: Maintenance with Managing Employee Data
Understand navigating Paylocity’s ACA Dashboard and leveraging its features to identify ACA critical items such as large employer status, full-time eligibility, and affordability. In this session, you learn about automated ongoing form capture, how to extend and track offers of coverage, and analytics. The target audience for this session are users currently in the process of implementing the ACA feature within their organization.
Recommendation: Prior to taking this course, it's suggested you complete Employee Maintenance [Interactive or On-Demand] training.
ACA: Maintenance
Approx. Length:
1 hour 30 mins
Recommended Audience:
Administrators
Suggested Courses:
ACA Analytics & Dashboard
Getting Started with Managing Employee Data
Review maintaining your ACA Dashboard on a monthly and annual basis, including updating company- and employee-level info necessary to remain in compliance with the Affordable Care Act. In this session, you learn how to make adjustments for the accuracy of your ACA-related plan info, appropriately respond to various alerts and notifications, and how to leverage ACA reporting both inside and outside the ACA system. The target audience for session are users with an established and functioning ACA setup.
Recommendation: Prior to taking this course, it's suggested you complete Employee Maintenance [Interactive or On-Demand] training
Reporting
Approx. Length:
1 hour 30 mins (live)
Recommended Audience:
Administrators
Suggested Courses:
Data Insights
During this training, we look at our standard reports in Payroll & HR and cover:
- Standard reports essential for payroll processing
- Navigating Reports Library
- Customizing report filters
- Generating reports
- Creating report groups and scheduling reports
- An intro to Data Insights charts
Basic Report Writer
Approx. Length:
1 hour 30 mins (live)
Recommended Audience:
Administrators
Suggested Courses:
Advanced Report Writer
This session covers the basics of creating a report and how to:
- Extract info from Payroll & HR to make informed decisions for the future
- Insert report fields
- Sort and group data
- Implement filtering options
Advanced Report Writer
Approx. Length:
1 hour 30 mins (live)
Recommended Audience:
Administrators
Suggested Courses:
Basic Report Writer
This training builds upon the info covered in our Basic Report Writer session. We look at how to incorporate advanced Report Writer features, enabling you to better interpret your Payroll & HR data to drive business decisions. During this session, we’ll cover how to:
- Create custom fields
- Build additional filters
- Create code groups