New User Training Program
We've created a new and improved new user training program! The new user course can be taken in 5 - 3 hour sessions. Go to the Jumpstart Registration Page to register. Or click here to view a printable pdf containing information on this course.
SESSION 01 ( 3 HRS)
GENERAL FEATURES REVIEW
- How to contact us
- TSC Website: Introduce client’s user name & password, Website Tour, Submit online service request
- Identify Terminal Emulator. Log In/Out
- General Features of the terminal emulator: FIND, SELECT, PF1-4, PF6, Screen-scroller, LOOK, Print Screen Banner, MAIN, QUIT.
- Interactive time.
PAYROLL MENUS
- Overview of the four main menus: Employee Maintenance, Generate Payroll, Payroll Maintenance, System Maintenance.
- Emulator shortcuts: MAIN, QUIT
- Review: Logging In/Out, general navigation and use of shortcuts, practice finding things on the Web
- Interactive time.
TSC PAYROLL: GETTING FROM A TO Z
- The Payroll Database: The Brain of TSC Payroll
- Employee Maintenance: Add, Deletes, Modifies what the brain is setup to control
- Generate Payroll: The arms and feet
SESSION 02 ( 3 HRS)
EMPLOYEE MAINTENANCE
- Identify selections within the Employee Maintenance menu
- Employee File Maintenance Menu
• Detailed Analysis of Employee Record Additions, #1
• Brief overview selections #2 - #20
• Cautions (Employee Delete, Employee Purge)
• FIND, PF1+A
• Discuss the payroll system’s order of precedence (Database, Employee deduction screen, timesheet entry)
• Interactive time. Make any necessary employee changes
- Employee Reporting menu
• Send client print shots of each report as a reference tool. Provide brief overview of reports.
• Identify all reports that can be exported into excel
• Demonstrate export/import
SESSION 03 (3 HRS)
GENERATE PAYROLL MENU: DATA ENTRY
- Timesheet Entry Process: Setting up a Batch and executing timesheet entries
- Variable Deduction Entry
- Multiple Variable Deduction Entry
- Timesheet/Variable Import Process
- Practice Data entry
- Brief overview of entire Data Entry menu
PAY ESTIMATE INQUIRY
- Detailed overview & analysis
- Process Scenarios with various data-entry types
- Demo Projections
- Interactive time where client can test multiple scenarios
SESSION 04 ( 3 HRS)
PAYROLL CALENDAR
- Detailed overview & analysis
- Relation of the Payroll Calendar to the Employee
- How to check for jobs for completion/status
- Checking successfully completed jobs in payroll archiving and unsuccessful jobs using LOOK
- Data entry cont. if necessary
PAYROLL STREAM
- Verify all data has been entered and finalize applicable batches.
- Brief overview of the payroll stream
- Identify what the payroll system is doing during each stage of the process and how to check for successful completion. Identify what to do if a process is unsuccessful.
- Review payroll reports for accuracy. Great place to verify all payroll data has been entered
- Balancing, EFT to the Bank
- Print Earnings Statements
- Importance of not processing the payroll update until a backup has occurred.
SESSION 05 (3 HRS)
PAYROLL UPDATE & REPORTS
- How to Verify nightly backup
- Detailed overview and analysis of the payroll update process and flow into Finance. Importance of determining which GL interface format should be used.\
- Balancing
- Archvied Reports
- Employee Reports
- Organize Payroll Year/Scheduling
- Procedure Documentation
DATABASE & PROFILES
- General Overview
- Link the Database to the Employee Maintenance & Payroll (process flow). Fill in the blanks
- Overview of Profiles: identify mandatory deductions & storage banks