Course Description

This Online Training will teach Payroll Managers and Administrators all the concepts, tools and features to be able to generate Payroll on PayrollHero's System, including:

  • Banks and Enrollments.
  • Setting up Government Payments.
  • Defining Compensations, Allowances, Advances and Bonuses of employees.
  • Adding Tax rules.
  • Creating individual payments for adjustments or deductions.
  • Using payment templates
    ...and more

Client Success

Cristian Guerrero

Course curriculum

  • 1

    Introduction

    • Welcome to PayrollHero's Basics of Payroll Online Training

    • Before Starting This Training

    • Preparing your training account for the exercises on this training
  • 2

    1. Banks

    • What are Banks

    • Bank Examples

    • How to Add Banks

    • Things to consider before creating a bank.

    • Banks that are automatically created by the system

    • Testing your Banks Knowledge

    • Answers to Banks Exercises
  • 3

    2. Bank Enrollments

    • What are Bank Enrollments?

    • How to Set Up a Bank Enrollment

    • Editing an existing Bank Enrollment

    • Adding Employees to a Bank Enrollment

    • How to Add Employees to a Bank Enrollment via the Employee Profile

    • Adding an employee to a Bank Enrollment via the Employee Profile Page

    • How to Add Multiple Employees to a Bank Enrollment Via the Multi Insert Tool

    • Testing your Bank Enrollment Knowledge

    • Answers to Bank Enrollment Exercises
  • 4

    3. Compensations

    • What are Compensations?

    • Adding a Position Based Compensation

    • How to Add Position Based Compensation

    • How to Add Individual Compensation

    • Adding an Individual Compensation

    • Compensation Levels

    • How to add a Compensation Level on a Position

    • How to update the employee profiles compensation level

    • Testing your Compensations Knowledge

    • Answers to Compensation Exercises
  • 5

    4. Government Payments (Philippines)

    • Government Payments (Philippines)

    • How to add Company Details For Government Payment

    • How to edit details of a Government Payment

    • How to Enroll employees to the Government Deductions

    • How to Enroll Employees to Government Deductions Via the Employee Profile

    • Adding an employee to a Government Deduction via the Employee Profile Page

    • How to Enroll employees to Government Deductions (Via the Multi Insert Tool)

    • Adding multiple employees details to a Government Deduction via the Multi Insert Tool

    • Testing your Government Payments Knowledge

    • Answers to Government Payments Exercises
  • 6

    5. Tax Rules

    • ​Tax Rules

    • Tax Rule Categories

    • Creating Tax Rules

    • Adding a Tax Rule to a Payment (Via the Positions Page)

    • Adding a Tax Rule to a Payment Via Employee Page

    • Testing your Tax Rules Knowledge

    • Answers to Tax Rules Exercises
  • 7

    6. Allowances

    • Allowances

    • How to Create Allowances and Adjust Amount Per Position

    • How to create an Allowance for a Position

    • Adjusting the amount of an Allowance per Position and per Employee

    • How to adjust an Allowance amount per Position

    • How to adjust an Allowance amount per Employee

    • Testing your Allowances Knowledge

    • Answers to Allowances Exercises
  • 8

    7. Bonus Templates

    • Bonus Templates

    • Creating a Bonus Template and Crediting it to an Employee

    • How to create a Bonus Template

    • ​How to credit the bonus payment to an employee

    • Testing your Bonus Templates Knowledge

    • Answers to Bonus Templates Exercises
  • 9

    8. 13th Month Payment

    • ​13th Month Payment

    • 13th Month Pay on PayrollHero

    • How PayrollHero computes the 13th Month Pay

    • How to set up the 13th Month Pay in Payrollhero

    • How to credit employees their 13th Month Pay

    • Testing your 13th Month Payment Knowledge

    • Answer to 13th Month Payment Exercise
  • 10

    9. Loans & Cash Advance

    • Loans & Cash Advance

    • Setting up a Loan for an employee

    • Adding a Cash Advance to an Employee's Next Pay

    • How to add a Cash Advance or Loan to an Employee's next Payslip.

    • Adding a Payment to Debit a Cash Advance

    • Adding a payment to debit (repayment) the loan or cash advance on one or multiple pay periods.

    • Testing your Loans and Cash Advance Payment Knowledge

    • Answers to Loans and Cash Advance Exercises
  • 11

    10. Payments

    • Payments

    • Kinds of Payments & Section on payslip

    • Global Payments

    • Individual Payments

    • Overview on How to Create Individual Payments

    • How to create individual payments

    • Adjustments

    • Deductions

    • Benefits

    • Miscellaneous
  • 12

    11. Payment Templates

    • Payment Templates

    • Creating and Using Payment Templates

    • How to create a Payment Template

    • Using the Payment Templates

    • Testing your Payment Templates Knowledge

    • Answers to Template Payment Exercises
  • 13

    End of Training

    • Congratulations!

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