20 Payroll
From TrueERP wiki
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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