Lesson 1Attendance and overtime capture: rules, rounding, approvals, and integration with HRIS/time systemsThis part details how to record attendance and overtime correctly, including time rules, rounding policies, approval steps, and linking with HRIS and time systems, making sure rule-following, steady inputs to payroll figures.
Setting workday and workweek rulesTime entry ways and checkingRounding rules and compliance risksOvertime recording and approval flowsLinking time data to payroll systemsWatching exceptions and missing marksLesson 2Reporting, tax filings, and statutory remittances: payroll provider vs employer dutiesYou will learn how to create payroll reporting and tax filing steps, set which tasks go to the employer or provider, and make sure timely sending of taxes and rule payments while keeping clear records and check trails.
Main payroll and management reportsQuarterly and yearly tax filing cyclesEmployer vs provider rule dutiesMatching wages, taxes, and filingsRule sending timing and waysKeeping audit-ready recordsLesson 3Recordkeeping and archival: pay stubs, tax forms, payroll journals, retention periodsYou will learn how to create payroll record-keeping, including pay slips, registers, journals, and tax forms, set holding times by document kind and area, and set up safe storage and getting processes for checks and questions.
Key payroll records and their aimsCreating pay slips and earning statementsPayroll journals and register setupsHolding rules by record kindSafe storage and entry controlsAnswering checks and record requestsLesson 4Pay calculation, validation, and approval workflow: owner roles, sign-offs, and timing for semi-monthly payrollHere we create the complete pay figuring, checking, and approval step, setting roles, checks, and times for semi-monthly payroll so that gross-to-net results are checked, signed, and released correctly and on time.
Building the semi-monthly payroll calendarRunning gross-to-net figuring cyclesException and difference check reportsManager and finance approval stepsCutoffs for changes and re-runsFinal release and after-payroll checkLesson 5Handling exceptions: off-cycle payments, corrections, retroactive pay adjustmentsThis part explains how to handle off-cycle runs, fixes, and back pay changes, including when to use extra payrolls, how to re-figure taxes and benefits, and how to record approvals to cut risk and mix-up.
When to run off-cycle payrollsFixing past payroll mistakesBack pay and rate changesRe-figuring taxes and deductionsRecording approvals and reasonsSharing changes with workersLesson 6Funding and payment execution: ACH, payroll provider responsibilities, bank reconciliationsThis part covers how to fund payroll, set ACH and other payment ways, work with payroll providers and banks, and do matchings so that cash moves, fees, and debts are correct, prompt, and fully traceable.
Setting payroll funding timesGross-to-net and cash need reportsACH, wires, and cheque payment stepsProvider and bank roles and SLAsMatching payroll bank accountsHandling returned or rejected paymentsLesson 7Integration points and tools: HRIS, timekeeping, payroll provider portals, spreadsheets, APIsHere we look at how payroll links with HRIS, timekeeping, benefits, and banking tools, and how to use provider portals, spreadsheets, and APIs to standardise data flows, cut hand work, and better correctness and sight.
Mapping payroll-linked data flowsHRIS and timekeeping system linksUsing payroll provider portals wellSpreadsheet checks and templatesAPI-based links and autoWatching link mistakes and fixesLesson 8Earnings calculation: salaried vs hourly, overtime math, bonuses, commission handlingThis part explains how to figure regular and overtime pay for salaried and hourly staff, handle bonuses and commissions, and use correct rates, sharing, and limits so earnings are correct, checkable, and policy-following each cycle.
Sorting salaried vs hourly workersSetting base rates and pay calendarsOvertime fitness and rate figuresSharing pay for part timesBonus and commission figuring waysRecording earnings rules and approvalsLesson 9Deductions and withholdings: taxes, benefits, garnishments, pre-tax vs post-tax treatmentsHere we detail how to set tax, benefit, and garnishment deductions, tell pre-tax from post-tax items, and use limits, orders, and area rules so net pay is right and legally following for every worker and pay time.
Mapping rule vs willing deductionsPre-tax vs post-tax deduction handlingNational, province, and local tax setupBenefit premium and share rulesGarnishment order order and limitsTesting net pay and deduction correctnessLesson 10Payroll data inputs: time & attendance, hire/term/change notices, leave and benefits feedsThis part focuses on setting and checking payroll input data, including time and attendance, hires, ends, job changes, and benefit updates, and setting checks so that only full, approved data enters each payroll run.
Standardising time and attendance inputsProcessing hires, ends, and job changesRecording leave and benefit data feedsCutoff times for payroll input changesChecking fullness and correctnessHolding of input check and sign-off
