Difference between revisions of "20 Payroll"

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Revision as of 11:32, 11 December 2014

Overview

Payroll Training

Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

1. [ ] Preferences - Do you know where to set the company preferences for Payroll?

2. [ ] Pre Load Values - Has the Company Payroll Information been set correctly in Preferences?

3. [ ] Default Payroll Accounts - Has the Payroll Accounts structure been explained thoroughly?

4. [ ] Employee Payroll Accounts - Do you need to set specific payroll accounts for each Employee or leave as Default?

5. [ ] Clearing Bank - Do you Understand why the Payroll Bank is used as clearing Bank Account Only?

6. [ ] Expense Accounts - Do you understand why the expense accounts are set this way, in relation to Grouping?

7. [ ] Liability Accounts - Why are the liability accounts separate from expense accounts?

8. [ ] Chart of Accounts - How should these accounts be grouped and under which header accounts?

9. [ ] BAS Links - Which accounts should be selected in the PAYG Withheld section for the BAS?

10.[ ] Tax Scales List - Do you know where in the Preferences tab you can upload the current Payroll Tax Scales?

11.[ ] Awards - Do you understand how the "Award" can help group employee pays and how to set it up?

12.[ ] Creating Allowances - Can you set up a new Allowance?

13.[ ] Creating Deductions - Can you set up a new Deduction?

14.[ ] Pay Rate List - Can you edit or create a Pay Rate from the list?

15.[ ] Normal Hours - Do you understand that Normal Hours is the base multiplier for all default Pay Rates?

16.[ ] Load Employees - Have you opened an employee card and updated each payroll tab?

17.[ ] Adding Allowances - Do you know how to pay an Allowance?

18.[ ] Banking Setup - Do you know how to add an employee’s Bank details and split the pay between accounts if required?

19.[ ] Adding Deductions - Do you know how to pay a Deduction?

20.[ ] Hours - Can you add multiple pay rates that are usually paid to the Employee?

21.[ ] Casual v Fixed - Why would you use "Hour" in the period column over "Pay"

22.[ ] Leave Setup - Do you know how to set up Leave Types?

23.[ ] Leave Accurals - Do you know how to add multiple leave types to the Employee?

24.[ ] Opening Leave - Do you know how to enter "opening balances" for the leave entitlements?

25.[ ] Superannuation - Can you enter an Employees Superannuation fund?

26.[ ] Taxation - Do you know how to fill out all of the different Tax fields specific to your Region

27.[ ] Update Each Tab - Have you checked each tab and its details per employee?

28.[ ] Running a Pay - Do you know how to organise a Pay run?

29.[ ] Pay Yes or No - Can you not include an empoyee in a pay run?

30.[ ] Add Leave - Do you know how to process Annual Leave?

31.[ ] Prepared - How does the prepared flag effect the Pay Summary screen?

32.[ ] Extra Details - What is the quickest way to view the items that make up the wages amount?

33.[ ] Pay Staff - Which screen do you run the actual pays from?

34.[ ] Payslip Report - What are the two things you should do before running a pay?

35.[ ] Pay History - Where do you view the pays that you have run?

36.[ ] Deleting a Pay - How do you delete a pay?

37.[ ] EFT Link - Do you know how to add a pay run to the Electronic Fund Transfer screen and view it?

38.[ ] Group Certificates - Where do you produce your group certificates?

39.[ ] ATO Submissions - Do you know how to submit the "Empdupe" file to the ATO using ERP?

40.[ ] Termination - Do you know how to Terminate an Employee?

Notes: Are there any aspects in this area that more training would be useful?

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