20 Payroll
From TrueERP wiki
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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