Payroll Operations Procedures Manual - Table Of Content

- TABLE OF CONTENTS -

Below are the covered topics for both our Payroll Operations 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 Accounting
• Payroll Accounting, Continued
• Payroll Accounting: Financial Statements, Continued
• Payroll Accounting: Financial Statements
• Payroll Accounting: Double Entry Accounting System
• Payroll Accounting: Double Entry Accounting System, Continued
• Overview
• The General Ledger, Part I
• The General Ledger, Part II
• Interfacing With Other Departments
• Integrated Payroll & Human Resources Systems

Direct Deposit & Pay Cards

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

Working With Self-Service Systems

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

Payroll Systems

• The Development Of The Computer, Part I
• The Development Of The Computer, Part II
• The Five Generations of Modern Computers
• Basic Payroll System Set Up & Terminology
• Types Of Systems
• In-House Custom System
• In-House, Ready-To-Use Software
• In-House Customized Program Designed By Vendor
• Service Bureaus
• Timesharing
• Time & Attendance

Selecting A Payroll System

• 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, Continued
• System Implementation

Controlling The Payroll Process

• Introduction To Controlling The Payroll Process
• Auditing Procedures To Verify Input
• Reconciliation Of The Payroll
• Manual Checks, Void Checks, And Check Stock Controls
• Proper Control Of The Distribution Of Payroll Checks And Unclaimed Checks
• Audit Trails
• Controls On Distribution Of Payroll Information And Reports
• System Documentation
• Auditing Procedures Prior To Input
• Auditing Procedures Prior To Processing:

Record Retention

• Family And Medical Leave Act (FMLA) Requirements
• State Requirements
• U.S. Citizens and Immigration Services (Form I-9)
• Introduction
• Fair Labor Standards Act
• Internal Revenue Service
• General Rules For Federal Income Tax Withholding
• General FICA Rules
• General FUTA Rules
• Place And Period For Keeping Records
• Form Of Records

Audits

• How The Audit Is Conducted
• How An Investigation Comes About
• Handling The Actual Audit
• Performing Internal Audits To Ensure Accuracy
• Sample Audit Tasks Table
• Internal Audits For Federal And State Taxation Compliance
• Sample List of Audit Tasks
• Internal Audits For Federal And State Taxation Compliance, Part I
• Internal Audits For Federal And State Taxation Compliance, Part II
• Internal Audits For Federal And State Taxation Compliance, Part III

Working With The IRS

• 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

• Error Correction Controls
• Setting Up A Disaster Recover Plan
• Sample Chart: Critical Payroll Functions
• Disaster Recovery Planning

Payroll Operations Course Price

Your Payroll Operations 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.