Difference between revisions of "20 Payroll"
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| − | == Overview | + | == Overview == |
| + | |||
| + | |||
| + | |||
| + | |||
| + | Payroll Training | ||
| + | |||
| + | |||
| + | |||
| + | Company:___________________________ Signed:____________________________ | ||
| + | |||
| + | Name:___________________ Position:______________ Date: _____________ | ||
| + | |||
| + | Trainee to complete: Please tick | ||
| + | |||
| + | 1. [ ] Preferences | ||
| + | Have the Preferences been correctly setup for payroll? | ||
| + | |||
| + | 2. [ ] PreLoad Values | ||
| + | Has the Company Payroll Information been set correctly? | ||
| + | |||
| + | 3. [ ] Payroll Accounts | ||
| + | Has the Payroll Accounts structure been explained thoroughly? | ||
| + | |||
| + | 4. [ ] Clearing Bank | ||
| + | Do you Understand why the Payroll Bank is used as clearing Bank Account Only? | ||
| + | |||
| + | 5. [ ] Expense Accounts | ||
| + | Do you understand why the expense accounts are set this way, in relation to Grouping? | ||
| + | |||
| + | 6. [ ] Liability Accounts | ||
| + | Why are the liability accounts separate from expense accounts? | ||
| + | |||
| + | 7. [ ] Chart of Accounts | ||
| + | How should these be grouped and under which header account? | ||
| + | |||
| + | 8. [ ] BAS Links | ||
| + | Which accounts should be selected in the Payroll section for the BAS? | ||
| + | |||
| + | 9. [ ] Tax Scales List | ||
| + | Do you know where in the Preferences tab you can upload the new Tax Scales? | ||
| + | |||
| + | 10.[ ] Awards | ||
| + | Do you understand the importance of the "Award" and how to set it up? | ||
| + | |||
| + | 11.[ ] Leave Setup | ||
| + | Do you know how to set up Leave Types? | ||
| + | |||
| + | 12.[ ] Adjusting Accurals | ||
| + | Do you know how to set up the accural, both the Starting and the On-going | ||
| + | |||
| + | 13.[ ] Casual v Fixed | ||
| + | Why would you use "Hour" in the period column over "Pay" | ||
| + | |||
| + | 14.[ ] Load Employees | ||
| + | Have you opened an employee and auto loaded the award details etc? | ||
| + | |||
| + | 15.[ ] Opening Leave | ||
| + | Do you know how to enter "opening balances" for the leave entitlements? | ||
| + | |||
| + | 16.[ ] Update Each Tab | ||
| + | Have you checked each tab and its details per employee? | ||
| + | |||
| + | 17.[ ] Banking Setup | ||
| + | Do you know how to add an employee’s Bank details? | ||
| + | |||
| + | 18.[ ] Running a Pay | ||
| + | Do you know how to organise a Pay run? | ||
| + | |||
| + | 19.[ ] Pay Yes or No | ||
| + | Can you not include an empoyee in a pay run? | ||
| + | |||
| + | 20.[ ] Add Leave | ||
| + | Do you know how to process Annual Leave? | ||
| + | |||
| + | 21.[ ] Adding Allowances | ||
| + | Do you know how to pay an Allowance? | ||
| + | |||
| + | 22.[ ] Adding Deductions | ||
| + | Do you know how to pay a Deduction? | ||
| + | |||
| + | 23.[ ] Prepared | ||
| + | How does the prepared flag effect the Pay Summary screen? | ||
| + | |||
| + | 24.[ ] Extra Details | ||
| + | What is the quickest way to view the items that make up the wages amount? | ||
| + | |||
| + | 25.[ ] Pay Staff | ||
| + | Which screen do you run the actual pays from? | ||
| + | |||
| + | 26.[ ] Payslip Report | ||
| + | What are the two things you should do before running a pay? | ||
| + | |||
| + | 27.[ ] Pay History | ||
| + | Where do you view the pays that you have run? | ||
| + | |||
| + | 28.[ ] Deleting a Pay | ||
| + | How do you delete a pay? | ||
| + | |||
| + | 29.[ ] EFT Link | ||
| + | Do you know how to add a pay run to the Electronic Fund Transfer screen and view it? | ||
| + | |||
| + | 30.[ ] Group Certificates | ||
| + | Where do you produce your group certificates? | ||
| + | |||
| + | 31.[ ] Termination | ||
| + | Do you know how to Terminate a Employee from the Termination Wizard? | ||
| + | |||
| + | Notes: | ||
| + | Are there any aspects in this area that more training would be useful? | ||
| + | |||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
Revision as of 17:36, 29 June 2011
Overview
Payroll Training
Company:___________________________ Signed:____________________________
Name:___________________ Position:______________ Date: _____________
Trainee to complete: Please tick
1. [ ] Preferences
Have the Preferences been correctly setup for payroll?
2. [ ] PreLoad Values
Has the Company Payroll Information been set correctly?
3. [ ] Payroll Accounts
Has the Payroll Accounts structure been explained thoroughly?
4. [ ] Clearing Bank
Do you Understand why the Payroll Bank is used as clearing Bank Account Only?
5. [ ] Expense Accounts
Do you understand why the expense accounts are set this way, in relation to Grouping?
6. [ ] Liability Accounts
Why are the liability accounts separate from expense accounts?
7. [ ] Chart of Accounts
How should these be grouped and under which header account?
8. [ ] BAS Links
Which accounts should be selected in the Payroll section for the BAS?
9. [ ] Tax Scales List
Do you know where in the Preferences tab you can upload the new Tax Scales?
10.[ ] Awards
Do you understand the importance of the "Award" and how to set it up?
11.[ ] Leave Setup
Do you know how to set up Leave Types?
12.[ ] Adjusting Accurals
Do you know how to set up the accural, both the Starting and the On-going
13.[ ] Casual v Fixed
Why would you use "Hour" in the period column over "Pay"
14.[ ] Load Employees
Have you opened an employee and auto loaded the award details etc?
15.[ ] Opening Leave
Do you know how to enter "opening balances" for the leave entitlements?
16.[ ] Update Each Tab
Have you checked each tab and its details per employee?
17.[ ] Banking Setup
Do you know how to add an employee’s Bank details?
18.[ ] Running a Pay
Do you know how to organise a Pay run?
19.[ ] Pay Yes or No
Can you not include an empoyee in a pay run?
20.[ ] Add Leave
Do you know how to process Annual Leave?
21.[ ] Adding Allowances
Do you know how to pay an Allowance?
22.[ ] Adding Deductions
Do you know how to pay a Deduction?
23.[ ] Prepared
How does the prepared flag effect the Pay Summary screen?
24.[ ] Extra Details
What is the quickest way to view the items that make up the wages amount?
25.[ ] Pay Staff
Which screen do you run the actual pays from?
26.[ ] Payslip Report
What are the two things you should do before running a pay?
27.[ ] Pay History
Where do you view the pays that you have run?
28.[ ] Deleting a Pay
How do you delete a pay?
29.[ ] EFT Link
Do you know how to add a pay run to the Electronic Fund Transfer screen and view it?
30.[ ] Group Certificates
Where do you produce your group certificates?
31.[ ] Termination
Do you know how to Terminate a Employee from the Termination Wizard?
Notes: Are there any aspects in this area that more training would be useful?
_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________
