Payroll


courses

Getting Started with Running Your First Payroll

Approx. Length:
2 hour 30 min (live)
50 mins (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

Beyond Your First Payroll: Increasing Efficiencies

Approx. Length:
1 hour (live)

Recommended Audience:
Administrators

Suggested Courses:
Getting Started with Running Your First Payroll

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We'll show you how to streamline and automate your payroll processes to reduce manual steps and potential errors. In this course, you will learn how to:

  • Modify check types
  • Create common batch types
  • How to use calendars including holidays
  • 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.

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 maangement
  • Creating new pay assignments
  • Updating deduction codes

Expense

Approx. Length:
40 mins (on-demand)

Recommended Audience:
Administrators

Suggested Courses:
Getting Started with Managing Employee Data

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Expense makes it easy for you to process expenses quickly and accurately — and without the paperwork. We review basic navigation and how to create, submit, and get reimbursed for expenses. Finally, we review how to track, manage, and either return or approve expenses from submitters.

General Ledger

Approx. Length:
15 mins (on-demand)

Recommended Audience:
Administrators

Suggested Courses:
Running Your First Payroll

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In this course, we answer all the questions you ever had about General Ledger but were to afraid to ask. We show you how to:

  • Filter and analyze your data for quick reference
  • Export the data to Excel
  • Modify account descriptions
  • Request account mapping changes