Payroll Training

Roster & attendance courses

- Roster 1

Required skills: None

• Explanation of basic toolbars
• Basic shift operations: create, change, delete, move
• Creating leave and sick leave
• Splitting shifts
• Basic template creation from an existing roster

- Roster 2

Required skills: Roster 1

• Managing roles, qualifications and trading hours
• Managing employee roles, working week and unavailability
• Correcting invalid timesheet entries from rosters
• Leave overview
• Printing rosters
• Emailing rosters individually or via bulk send

- Roster 3

Required skills: Roster 1 and 2

• Timesheet lockdown
• Full lockdown
• Partial lockdown
• Validating timesheets

- Roster intermediate

Required skills: Roster 1, 2 and 3

• Maximum toolbar view
• Advanced shift functions including sizing tools and shift swapping
• Managing templates: rename, delete and clear
• Creating templates for rotating rosters
• Creating component templates
• Adding rates to shifts

- Roster advanced

Required skills: Roster 1, 2, 3 and intermediate

• Understanding roster budgets
• Using the budget toolbar
• Creating and balancing a budget
• Budgeting across multiple locations
• Comparing previous budgets
• Reporting on budgets

Payroll courses

- Payroll 1

Required skills: None

• Overview of timesheets
• Editing a pay period
• Adjusting timesheets and allowances
• Penalty payments
• Annual leave and leave loading
• Casual leave loading
• Parking a payroll
• Rates, pay disbursement and super
• Payout of leave
• Super salary sacrifice and co-contributions
• Additional tax configuration

- Payroll intermediate

Required skills: Payroll 1

• Report filtering options
• EOFY reconciliation reports
• Leave reports
• Journal reports
• Payslip reports
• Department cost reports
• Superannuation reports
• Employee reports
• Timesheet reports

- Payroll advanced

Required skills: Payroll 1 and intermediate

• Tax-free and non-tax-free thresholds
• Terminations
• Redundancy and resignation processing
• Approved early retirement and invalidity
• Year-to-date adjustments
• Super adjustments
• Leave categories

Administration courses

- Admin 1

Required skills: None

• Location manager overview
• Understanding locations
• Individual versus global allowances
• Master template allowances setup
• Understanding rate sets and usage
• Master allowance templates

- Admin 2

Required skills: Admin 1

• Rule sets for timesheet rounding
• Rule sets for overtime configuration
• Rule sets for penalties and loadings
• Rule sets for leave accruals
• Rule sets for superannuation
• Duplicating and refining rule sets
• Global system setup
• Adding public holidays
• General reporting
• Single and multi-location reporting
• Setting default and favourite reports

- Admin 3

Required skills: Admin 1 and 2

• Employee overview including mandatory fields
• Optional employee fields
• Duplicating employees
• Using Word templates
• Terminating an employee