Implementation Training Agendas

Overview of items reviewed during training calls with new clients

• Basic Navigation 
  • Menus
  • Searching
  • Logging In and Resets/VCA/Global
  • Dashboards Overview (Changing Dashboards, Favorites, Assigning)
  • readyConnect and My Learning
  • Report Hub
• Reporting
  • Filters
  • Adding/removing/moving columns
  • Grouping
  • Saving
  • Sharing Report
• Employee Maintenance 
  • Hiring (HR Action if purchased HR)
  • Terminating (HR Action if purchased HR)
  • Profiles (What they are, what the purpose of each is)
  • Deductions/Earnings
  • Benefit Plans/ACA
  • Dates, and how they function with other items
  • W4 and I9 approvals
  • Multi-EIN (Moving between EIN's, Primary EIN)
  • Accruals
  • Rates (Base Compensation, Rate Tables – Global and Individual)
  • Groups and Managers
  • Cost Centers
  • Payroll Alerts
  • Direct deposits
  • Taxes
  • Roles
  • Updating Employee Profile Screens (editing, tabs, etc.)
• Time and Labor
  • Punching In/Out (Clocks, Web, Mobile, etc)
  • Viewing Timesheets
  • Approving Timesheets (Approval History, Rejecting, Viewing Status)
  • Editing Timesheets
  • Time off Requests
  • Timesheet Change Requests
  • Reporting (Calculated Time Summary, All Timesheets, etc.)
  • Mobile App
• Payroll
  • Steps of payroll
  • Manual checks (show where resource can be found in readyConnect)
  • Gross Checks
  • When things need to be recalculated
  • Payroll Alerts (common ones that system creates and how to add their own)
  • Pre-Processing Reports

• • Voids
  • NOCS/DD Returns/Voids (direct to Partnering with PayNW in readyConnect for more information)
  • FAQ
  • Deadlines/Rollbacks