Course Description

This course is designed to help you set up your PayrollHero account for your organization and give you a better understanding of how to use the Human Resources Information Systems (HRiS) and the Time, Attendance and Scheduling (TAS) features of the PayrollHero software.

Once you have gone through this manual and completed its final exam, you will be able to confidently set up your PayrollHero account to your preferences and administrate the HRiS and TAS operations for any business using the system.

Client Success

Kelvin Araujo

Course curriculum

  • 1

    1. INTRODUCTION

    • INTRODUCTION

    • What is HRiS?

    • What is TAS?

    • Why is TAS so important?

    • PayrollHero and HRIS & TAS
  • 2

    2. SETTING UP YOUR COMPANY

    • Getting Started

    • Google Chrome & GMail

    • Logging in

    • Exercise One

    • Account Information

    • How to edit Account Information

    • Exercise Two

    • What are System Permissions, Positions & Employee Types

    • System Permissions - How to set them up

    • Exercise Three

    • Positions - How to set them up

    • Exercise Four

    • Employee Types - How to set them up

    • Exercise Five

    • Work Sites

    • Exercise Six
  • 3

    3. SETTING UP SCHEDULING

    • Scheduling Shifts

    • Exercise Seven

    • Shared Calendar

    • Exercise Eight

    • Day Types

    • Exercise Nine

    • Schedule Templates

    • Exercise Ten

    • Thresholds

    • Exercise Eleven

    • Email Templates

    • Exercise Twelve
  • 4

    4. MANAGING EMPLOYEES

    • Employee Requirements

    • Exercise Thirteen

    • ​Creating Employees - What’s important

    • Exercise Fourteen

    • Editing Employee Details

    • Exercise Fifteen

    • Multi Insert Tool

    • Exercise Sixteen

    • Manually Add Tool

    • Exercise Seventeen

    • Changing/Assigning a Position

    • Exercise Eighteen

    • Tags

    • Exercise Nineteen

    • Subordinates

    • Exercise Twenty

    • Employee Separation

    • Exercise Twenty One
  • 5

    5. ASSIGNING SCHEDULES

    • Continuous Schedules

    • Assigning a Schedule Template

    • Assigning a Custom Recurring Schedule

    • Exercise Twenty Two

    • Shift Cal

    • Exercise Twenty Three

    • Assigning a Custom Shift

    • ​Exercise Twenty Four

    • Multiple Same Day Shifts

    • Exercise Twenty Five

    • Scheduling Tab

    • Exercise Twenty Six

    • Multi Insert Tool: Schedules

    • ​Exercise Twenty Seven

    • Flex Employees

    • Exercise Twenty Eight
  • 6

    6. CLOCKING IN/OUT

    • Clocking In/Out

    • MyClock

    • ​Exercise Twenty Nine

    • TeamClock

    • Exercise Thirty
  • 7

    7. ATTENDANCE

    • Attendance Page

    • ​Exercise Thirty One

    • Review Page

    • ​Exercise Thirty Two

    • ​Attendance Notifications

    • ​Exercise Thirty Three

    • ​How to create Attendance Reports

    • ​Exercise Thirty Four

    • Congratulations on completing the HRTAS training!
  • 8

    8. CERTIFICATION EXAM

    • HRTAS Certification Exam

    • HRTAS Certification Exam - Section One

    • Employee Breakdown

    • Worksite

    • Positions

    • Employee Types

    • System Permissions

    • Tags

    • Scheduling

    • Thresholds

    • Email Templates

    • Employee Requirements

    • Subordinates

    • Section Two

    • Exercise 1

    • Exercise 2

    • Exercise 3

    • Exercise 4

    • Exercise 5

    • Exercise 6

    • Exercise 7

    • Exercise 8

    • Exercise 9

    • Exercise 10

    • Exercise 11

    • Exercise 12

    • Exercise 13

    • Exercise 14

    • Exercise 15

    • Exercise 16

    • Exercise 17

    • Congratulations!