Talent


courses

Leveraging Your Compensation Management Dashboard for Administrators

Approx. Length:
1 hour 15 mins (live)
20 mins (on-demand)

Recommended Audience:
Administrators

Register Now Watch Now

This training session will introduce you to time-saving tools that can be used to create compensation plans and manage them with the Compensation Dashboard while maintaining fair and competitive pay. This session covers how to:

  • Create a compensation plan
  • Set up the components of a compensation plan
  • Manage existing compensation plans with the Compensation Dashboard

Leveraging Your Compensation Management Dashboard is geared towards administrators who are looking to go beyond the basics and improve their payroll processes to increase efficiencies.

Compensation Management Dashboard: Executive Summary

Approx. Length:
5 mins (on-demand)

Recommended Audience:
Administrators

Watch Now

This training video will take you through the steps of accessing, filtering and exporting employee data. The Executive Summary allows you to view insights within a compensation plan across all of your direct and indirect reports.

Leveraging Your Compensation Management Dashboard for Supervisors

Approx. Length:
14 mins (on-demand)

Recommended Audience:
Supervisors

Watch Now

This training session will introduce you to time-saving tools that can be used to create compensation plans and manage them with the Compensation Dashboard while maintaining fair and competitive pay. This session covers how to:

  • Input Merit Increases for your employees
  • Input Lump Sum Bonuses for your employees
  • View Compensation Statements
  • Leveraging Your Compensation Manage

Managing Learning with Paylocity LMS

Approx. Length:
1 hour 15 mins (live)

Recommended Audience:
Administrators

Register Now

During this training, we will introduce you to the Paylocity Learning Management System. Learn how you can leverage the Paylocity LMS to provide your organization with a central location to assign, upload and track online training. This session covers how to:

  • Locate and assign courseware
  • Upload your own training
  • Record new training
  • Manage and track employee progress

Onboarding: Setup and Customization

Approx. Length:
1 hour 45 mins (live)
34 mins (on-demand)

Recommended Audience:
Administrators

Register Now Watch Now

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:

  • Learn how to incorporate E-Verify into your Onboarding process
  • Customize the employee view with tasks, events, welcome emails, and more
  • 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.

Onboarding: Launching to New Hires

Approx. Length:
1 hour 30 mins (live)
24 mins (on-demand)

Recommended Audience:
Administrators

Register Now Watch Now

 

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:

  • Identify the benefits of using an automated onboarding system for your organization
  • Launch an onboarding event and complete related tasks
  • 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.

E-verify and Onboarding

Approx. Length:
40 mins

Recommended Audience:
Administrators

Watch Now

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

  • An overview of the service and specific details regarding Employer Responsibilities and Worker Rights
  • 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
  • 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.

Engaging New Hires Before Day One

Approx. Length:
1 hour 30 mins (live)

Recommended Audience:
Administrators

Register Now

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:

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

Onboarding for Supervisors

Approx. Length:
20 mins (on-demand)

Recommended Audience:
Supervisors

Watch Now

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.

Driving Business Results Through Strategic Onboarding

Approx. Length:
1 hour (on-demand)

Recommended Audience:
Supervisors, Administrators, Decision Makers

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

Watch Now

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.

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

Performance Management for Administrators

Approx. Length:
2 hours (live)
31 mins (on-demand)

Recommended Audience:
Administrators

Register Now Watch Now

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:

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

Performance Management for Reviewers

Approx. Length:
25 mins (on-demand)

Recommended Audience:
Administrators, Supervisors, Decision Makers

Watch Now

In this session, you see the easy process for managing performance tasks as a supervisor or reviewer. We cover how to:

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

Performance Management for Employees

Approx. Length:
16 mins (on-demand)

Recommended Audience:
Employees

Watch Now

In this session, we show how easy it is to manage your performance review. We review how to:

  • Access your review form
  • Enter ratings and comments
  • Sign and complete the form
  • Provide feedback
  • Manage goals

Setting Goals with Performance Management

Approx. Length:
25 mins (on-demand)

Recommended Audience:
Administrators

Suggested Courses:
Performance Management for Administrators

Watch Now

Setting and reaching goals in the workplace helps drive your business and propel the skills of your employees. In this session, we demonstrate how to utilize employee goals and align them to your business goals. We show you how to:

  • Use the goal setup screen to create goal time period, goal categories, and company goals
  • Differentiate between OKR and SMART/MBO goals
  • Create individual and team goals
  • Align team and individual goals to company goals

Beyond 360 Feedback: Optimizing Feedback in Performance Management

Approx. Length:
1 hour 30 mins (live)

Recommended Audience:
Administrators

Suggested Courses:
Performance Management for Administrators

Register Now

We show you how to get the most out of the feedback feature within Performance Management. We also review best practices on eliciting feedback and optimizing your feedback process. This session covers how to:

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

Recruiting: Setup and Customization

Approx. Length:
1 hour 40 mins (live)
47 mins (on-demand)

Recommended Audience:
Administrators

Register Now Watch Now

Learn the basics of Paylocity Recruiting. We teach you how to set up and customize your Recruiting workspace. If you want to decrease your average hire time, streamline your recruitment process, and engage your applicants, this course is for you. In this session, you learn how to:

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

Recruiting: Managing the Hiring Process

Approx. Length:
1 hour 15 mins (live)
50 mins (on-demand)

Recommended Audience:
Administrators

Register Now Watch Now

Recruiting gives you intuitive tools to streamline your hiring process. In this course, you learn how to automate communications with potential hires and improve your hiring process for you and your newest employees. You see how to:

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