Payroll Management Procedures Manual - Table Of Content

- TABLE OF CONTENTS -

Below are the covered topics for both our Payroll Management Training & Certification Program and our Procedures Manual. While each includes numerous tips, examples, and procedural recommendations, the way each is used is different.

For the Training & Certification Program, the content is presented as classroom learning where you complete one lesson, then are quizzed on the what you learn before moving on to the next lesson. The Manual is typically used as a reference material, and allows you to click through to related links (instead of having to use an index, like at the back of a traditional book), so essentially you can click on any topic at any time to see not only that content, but all related content on one page. Click here to order the Training & Certification Program or the Manual individually, or both for a discounted price.

Payroll Interface & Integration

• Payroll Overview
• The General Ledger
• Payroll Accounting
• Payroll Accounting
• Payroll Accounting: Financial Statements
• Payroll Accounting: Double Entry Accounting System
• Payroll Accounting: Double Entry Accounting System
• Interfacing With Other Departments
• Integrated Payroll & Human Resources Systems
• Interfaces Within The Payroll Department

Direct Deposit & Pay Cards

• Introduction
• Advantages of Direct Deposit
• Disadvantages Of Direct Deposit
• Direct Deposit
• Employee Authorizations
• Creating And Maintaining The Direct Deposit Files
• Optional Prenotification Process
• Emergency Procedures
• Resolving Late Deposit Issues
• Stopping A Direct Deposit
• Federal Bank Holidays
• Step By Step Strategies On How To Set Up A Direct Deposit Program
• National Automated Clearing House Association (NACHA)
• Paycard Programs
• Using Paycards In Payroll
• Benefits Of A Paycard Program
• Legal Issues Of Paycards
• Why Would Employees Prefer A Payroll Debit Card Instead Of Direct Deposit?
• Choosing A Paycard Vendor
• Implementing A Pay Card Program

Employee Self-Service Systems

• Introduction
• The Basics Of An Employee Self-Service System
• Self-Service Tips Checklist
• Determining ROI

Payroll Systems

• Introduction
• Basic Payroll System Set Up & Terminology
• Basic Payroll System Set Up & Terminology, Continued
• Types Of Systems
• In-House Custom System
• In-House, Ready-To-Use Software
• In-House Customized Program Designed By Vendor
• Service Providers - Outsourcing
• Time & Attendance

Selecting A Payroll System

• Introduction
• Beginning the Process
• Setting Up The Project Team
• System Analysis
• Determine Operating Costs
• Identify Technical Requirements
• Identify Working Requirements
• Develop An RFP
• System Selection
• System Installation
• System Installation, Cont.
• System Implementation

Record Retention

• Introduction
• Fair Labor Standards Act
• Record Retention For The FLSA
• Internal Revenue Service
• General Rules For Federal Income Tax Withholding
• General Social Security & Medicare Rules
• General Federal Unemployment Tax Act Rules
• Period And Format For Retaining Records For The IRS
• Form Of Records Requirements For The IRS
• Other Agencies Or Acts Record Keeping Requirements
• Family And Medical Leave Act (FMLA) Requirements
• Occupational Safety and Health Administration (OSHA) Requirements
• State Requirements
• U.S. Citizens And Immigration Services

Audits

• Introduction
• How The Audit Is Conducted
• How An Investigation Is Initiated
• Handling The Actual Audit
• Performing Internal Audits To Ensure Accuracy
• Performing Internal Audits To Ensure Accuracy
• Internal Audits For Federal And State Taxation Compliance
• Internal Audits For Federal And State Taxation Compliance
• External Audits

Working With The IRS

• Introduction
• What Constitutes An IRS Notice
• Steps For Handling An IRS Notice
• Creating The Correspondence To Handle The IRS Notice
• The Taxpayer Advocate Office

Disaster Recovery

• Introduction
• Setting Up A Disaster Recover Plan
• Sample Chart: Critical Payroll Functions
• Disaster Recovery Planning

Staff Management, Training, & Interdepartmental Interactions

• Introduction
• Managing The Staff
• Hiring A Payroll Professional
• Staff Training
• Delegation Of Duties
• Meeting Deadlines
• Getting The Information Required
• Researching Payroll Questions And Issues
• Customer Service
• Professional Responsibilities: Problem Solving
• Professional Responsibilities: Confidentiality

Establishing Written Procedures & Policies

• Introduction
• Establishing Written Procedures
• Establishing Written Procedures: Developing The Person
• Establishing Written Procedures: Writing The Procedures
• Establishing Written Procedures: Finalizing The Procedures
• Identifying & Writing The Customer Service Policy
• Manual Check Policies

Fraud

• Introduction
• Identifying Fraud
• Auditing For Internal Fraud
• Delegation Of Job Duties To Prevent Fraud
• Phantom Employee Audits

Payroll Management Course Price

Your Payroll Management training can be purchased as a Training & Certification Program ($799) or Manual ($799) only, or combined ($999). We also offer discounts for purchasing training for multiple employees or administrators.