L100 Payroll Implementation and Processing (CPE)
Recordings of these training sessions are published at Acumatica Open University. You can find them under the Training Recordings section: https://openuni.acumatica.com/courses/fin/l100-payroll-implementation/
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For information on CPE credits, please see the Continuing Professional Education section.
Audience: This webinar is intended for implementation consultants of the payroll functionality of Acumatica ERP.
Acumatica ERP Experience Required: 3-6 months
Who Should Attend (relationship to Acumatica):
- Partners who implement Acumatica ERP Payroll functionality for customers.
- Professionals who want to learn Acumatica ERP.
Acumatica ERP version: 2024 R1
Training Description: This webinar covers the implementation of the payroll functionality of Acumatica ERP and the basic payroll processes in a midsize company that is located and operates in the US.
Training Syllabus: The program is covered over four days as follows:
- Day 1: Payroll Implementation. In this session you will review the tasks that must be done for the initial configuration of an Acumatica ERP instance, enable the necessary feature, create numbering sequences for the payroll entities, and specify payroll preferences. You will learn how to set up predefined payment methods and cash accounts for use in payroll, define a direct deposit payment method, configure time tracking in the system, enable shift differentials in the system, create shift codes, and enter work shift information in time activities and payroll documents. You will also learn how to create a work location, how to create payroll-related taxes and assign the appropriate taxes to employees based on their work location or address, how to create and set up earning type codes in payroll, and how to create workers' compensation codes.
- Day 2: Payroll Implementation continuation. In the second session, you will learn how to set up the calculation of deductions and benefits in Acumatica ERP, set up unions in Acumatica ERP, assign employees to unions, and associate specific benefits and deductions with unions. You will also learn how to set up certified projects in Acumatica ERP, how to configure certified reporting, how to configure overtime rules and apply these rules to the calculation of paychecks, how to create pay groups and configure payroll calendars based on which you will generate pay periods, how to create employee payroll classes in Acumatica ERP.
- Day 3: Payroll Processes. In this session, you will learn how to to create PTO banks and link them with individual employees, how to update employee payroll settings, and how to keep employees' tax information up-to-date in Acumatica ERP. You will learn about the payroll settings that you need to specify for employees before payroll documents can be created in Acumatica ERP. It will be shown at the session how to create multiple identical time activities for members of a crew, release time activities, and create and process payroll batches in Acumatica ERP.
- Day 4: Payroll Processes continuation. In the last session, you will learn how to calculate regular employee paychecks and how to update a previously calculated paycheck, how to create and process payment batches in payroll, and how to create accounts payable bills for payroll liabilities. Also, you will learn how you can correct a released payroll document in Acumatica ERP, how to prepare and electronically submit reports to the appropriate government body through the Aatrix website, and how you can terminate an employee's employment and issue a final paycheck in Acumatica ERP.
Date and time: This training meets the following four times, and attendees are expected to attend all four sessions:
- Mon, September 9, 2024 10:00 AM - 11:30 AM PT
- Tue, September 10, 2024 10:00 AM - 11:30 AM PT
- Wed, September 11, 2024 10:00 AM - 11:30 AM PT
- Thue, September 12, 2024 10:00 AM - 11:30 AM PT
Registration URL: https://webinar.ringcentral.com/webinar/register/9617230324129/WN_QsJLYaisSfu9xTYYrVcHgw
*To provide a cloud instance for attendees, we need to generate a registration report and perform some activities to deploy the instance and send out the credentials. All this takes time and we have to do it several hours before the webinar. So we highly recommend not leaving the registration up to the last minute of the webinar start. Everyone who registers after 6 AM PT of Day 1 session will not receive the link to the cloud instance and credentials for it and will have to attend a webinar in a view-only format.
Partner Certification: This webinar is based on the materials of the L100 Payroll Implementation and Processing 2024 R1 course, which is part of the Payroll badge. Completion of this class does not give you an automatic completion of the related course at Partner University; you will still need to complete the exam at Partner University.
Instructor: Nicky Oliver
Nicky has been in the accounting field for over 15 years working for various industries including outsourced accounting, auto repair, healthcare staffing, and Government contracting. In these roles, Nicky’s duties included account reconciliation, payroll, financial analysis, reporting, internal auditing, billing and revenue processing, and software implementations.
Working across multiple industries exposed Nicky to various accounting and ERP software platforms where she gained a passion for the software side of accounting. This led her to her most recent role prior to joining Acumatica, where she was a Sr. Implementation Consultant for 4 years with JAMIS Software, an Acumatica ISV. JAMIS is a solution for Government Contracting companies with a focus on project accounting and incurred cost submissions.
While working with Acumatica, Nicky has participated in many implementations. She serves as a consultant for Project Accounting, Finance, Construction, and US and Canadian payroll. She works closely with the payroll product manager to assist in the development of both US and Canadian payroll.
Prerequisites
For this webinar, attendees are expected to complete the F100 Financial Basics course and be familiar with the basic and advanced business processes that can be performed in the system.
Advance Preparations
None. Attendees will be provided with a cloud instance and tenant for training purposes.
Training Materials
Please download the following training materials that you will need for the training:
- Training guide: L100_Payroll_Implementation_and_Processing_2024R1.pdf
- Training materials: L100_employee_time.xlsx
- Snapshot: L100_24_100_0139.zip
Continuing Professional Education
- Program knowledge level: Intermediate
- Delivery method: Group Internet based program*
- NASBA field of study: Computer Software & Applications
- Maximum number of CPE credits that may be earned by the participant: 4
Due to this program being offered free of charge, there will be no refunds issued. If you have any questions, please feel free to contact us at training@acumatica.com.
* We offer CPE credits for this course if you attend the course in the format of online instructor-led RingCentral session. During the session, we measure your attentiveness by using polling questions at random times. We provide the certificate if you have answered polling questions during the session. To get the certificate with the confirmed CPE credits, please send a request to training@acumatica.com after the session is complete.
National Registry Statement
Acumatica is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
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