Difference between revisions of "20 Payroll"

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Revision as of 09:51, 9 September 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?

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