Lesson 1Attendance an' overtime capture: rules, roundin', approvals, an' integration wid HRIS/time systemsDis part detail how fi capture attendance an' overtime accurate, includin' time rules, roundin' policies, approval workflows, an' integration wid HRIS an' time systems, ensurin' compliant, consistent inputs to payroll calculations.
Defin' workday an' workweek rulesTime entry methods an' validationRoundin' rules an' compliance risksOvertime capture an' approval flowsSyncin' time data to payroll systemsMonitorin' exceptions an' missing punchesLesson 2Reportin', tax filings, an' statutory remittances: payroll provider vs employer dutiesYuh wi learn how fi design payroll reportin' an' tax filin' workflows, define which tasks belong to di employer or provider, an' ensure timely remittance of taxes an' statutory payments while maintainin' clear documentation an' audit trails.
Core payroll an' management reportsQuarterly an' annual tax filin' cyclesEmployer vs provider compliance dutiesReconcilin' wages, taxes, an' filingsStatutory remittance timin' an' methodsMaintainin' audit-ready documentationLesson 3Recordkeepin' an' archival: pay stubs, tax forms, payroll journals, retention periodsYuh wi learn how fi design payroll recordkeepin', includin' pay stubs, registers, journals, an' tax forms, define retention periods by document type an' jurisdiction, an' set up secure storage an' retrieval processes fi audits an' inquiries.
Key payroll records an' dem purposesDesignin' pay stubs an' earnin' statementsPayroll journals an' register structuresRetention rules by record typeSecure storage an' access controlsRespondin' to audits an' record requestsLesson 4Pay calculation, validation, an' approval workflow: owner roles, sign-offs, an' timin' fi semi-monthly payrollHere we design di end-to-end pay calculation, validation, an' approval workflow, definin' roles, controls, an' timelines fi semi-monthly payroll so dat gross-to-net results reviewed, signed off, an' released accurate an' on schedule.
Buildin' di semi-monthly payroll calendarRunnin' gross-to-net calculation cyclesException an' variance review reportsManager an' finance approval stepsCutoffs fi changes an' rerunsFinal release an' post-payroll reviewLesson 5Handlin' exceptions: off-cycle payments, corrections, retroactive pay adjustmentsDis part explain how fi manage off-cycle runs, corrections, an' retroactive adjustments, includin' when fi use supplemental payrolls, how fi recalculate taxes an' benefits, an' how fi document approvals to reduce risk an' confusion.
When fi run off-cycle payrollsCorrectin' prior payroll errorsRetroactive pay an' rate changesRecalculatin' taxes an' deductionsDocumentin' approvals an' rationaleCommunicatin' adjustments to employeesLesson 6Fundin' an' payment execution: ACH, payroll provider responsibilities, bank reconciliationsDis part cover how fi fund payroll, schedule ACH an' other payment methods, coordinate wid payroll providers an' banks, an' perform reconciliations so dat cash movements, fees, an' liabilities accurate, timely, an' fully traceable.
Determinin' payroll fundin' timelinesGross-to-net an' cash requirement reportsACH, wires, an' check payment workflowsProvider an' bank roles an' SLAsReconcilin' payroll bank accountsHandlin' returned or rejected paymentsLesson 7Integration points an' tools: HRIS, timekeepin', payroll provider portals, spreadsheets, APIsHere we explore how payroll connects wid HRIS, timekeepin', benefits, an' bankin' tools, an' how fi use provider portals, spreadsheets, an' APIs to standardize data flows, reduce manual work, an' improve accuracy an' visibility.
Mappin' payroll-related data flowsHRIS an' timekeepin' system interfacesUsin' payroll provider portals effectivelySpreadsheet controls an' templatesAPI-based integrations an' automationMonitorin' integration errors an' fixesLesson 8Earnings calculation: salaried vs hourly, overtime math, bonuses, commission handlin'Dis part explain how fi calculate regular an' overtime pay fi salaried an' hourly staff, handle bonuses an' commissions, an' apply correct rates, proration, an' caps so earnings accurate, checkable, an' policy-compliant each cycle.
Classifyin' salaried vs hourly employeesSettin' base rates an' pay calendarsOvertime eligibility an' rate calculationsProratin' pay fi partial periodsBonus an' commission calculation methodsDocumentin' earnings rules an' approvalsLesson 9Deductions an' withholdings: taxes, benefits, garnishments, pre-tax vs post-tax treatmentsHere we detail how fi configure tax, benefit, an' garnishment deductions, distinguish pre-tax from post-tax items, an' apply limits, priorities, an' jurisdiction rules so net pay correct an' legally compliant fi every employee an' pay period.
Mappin' statutory vs voluntary deductionsPre-tax vs post-tax deduction treatmentFederal, state, an' local tax setupBenefit premium an' contribution rulesGarnishment order priority an' limitsTestin' net pay an' deduction accuracyLesson 10Payroll data inputs: time & attendance, hire/term/change notices, leave an' benefits feedsDis part focus on definin' an' validatin' payroll input data, includin' time an' attendance, hires, terminations, job changes, an' benefit updates, an' establishin' controls so dat only complete, approved data enters each payroll run.
Standardizin' time an' attendance inputsProcessin' hires, terms, an' job changesCapturin' leave an' benefit data feedsCutoff times fi payroll input changesValidatin' completeness an' accuracyOwnership of input review an' sign-off
