Description

Xero Payroll Beginners Certificate Training Course

Xero Payroll Setup

• Xero Payroll – Setting our user permissions
• Xero Payroll – Payroll Settings – Linked Account Setup (r)
• Xero Payroll – Payroll Settings – Payslips Setup
• Xero Payroll – Payroll Settings – Pay Items Setup
• Xero Payroll – Payroll Settings – Calendar Setup
• Xero Payroll – Payroll Settings – Super Setup

Manage your Employees

• Xero Payroll – Employees – Details
• Xero Payroll – Employees – Employment
• Xero Payroll – Employees – Tax Declaration
• Xero Payroll – Employees – Leave
• Xero Payroll – Employees – Bank Accounts
• Xero Payroll – Employees – Pay Template
• Xero Payroll – Employees – Opening Balances

Processing Payroll using Xero

• Xero Payroll – Timsheets – Entering Timesheet Information
• Xero Payroll – Pay Runs – Posting a simple pay run
• Xero Payroll – Pay Runs – Pay Run Options

• Xero Payroll – Create a New Company File
• Xero Payroll – Set up your Company Details
• Xero Payroll – Add your Payroll Bank Account
• Xero Payroll – Set up your Payroll Liability and Expense accounts
• Xero Payroll – Create Pay Calendars
• Xero Payroll – Create Employee Cards

Xero Payroll Course – Payroll Dashboard

• Xero Payroll – Familiarise Yourself with the Pay Items
• Xero Payroll – Allowances, Termination Payment, Ordinary Hours, Overtime hours and more
• Xero Payroll – Deductions, Reimbursements and Leave Categories
• Xero Payroll – FBT, Leave Payments, Post-Tax and Pre-Tax Deducations
• Xero Payroll – Pay Templates
• Xero Payroll – Information about the Superannuation Guarantee
• Xero Payroll – Superannuation Types – Fixed, Percentage of Earnings or Statutory Rate
• Xero Payroll – Setting Pay Periods
• Xero Payroll – Perform a Pay Run
• Xero Payroll – Print & Email Pay Slips to Employees
• Xero Payroll – Pay Runs & Payroll Activity Reports
• Xero Payroll – Suggestions/Recommendations
• Xero Payroll – Create a Card for a New Company Employee
• Xero Payroll – Create a New Account
• Xero Payroll – Create a New Pay Item
• Xero Payroll – Update Employee Payroll Details & Perform Pay Runs
• Xero Payroll – Edit a Pay Run

Xero Payroll Reporting Course

• Xero Payroll – Print a Payroll Activity Summary Report
• Xero Payroll – Print a Payroll Employee Summary
• Xero Payroll – Reconcile Superannuation & Wages
• Xero Payroll – Reconcile the PAYG Taxes
• Xero Payroll – Reconcile Liabilities to Balance Sheet

EOY Xero Payroll Procedures

• Xero Payroll – Create EMPDUPE
• Xero Payroll – Print out the Payment Summaries

Xero Payroll Course – Employer Obligation Information

• Differences between full-time, part-time and casual employees
• Salary Sacrificing
• Employer Obligations relating to Super
• Employee Eligibility Criteria for Superannuation
• Pay Slip Requirements
• TFN Declaration Forms

 

Xero Advanced Payroll Administration Training Course

• Set up Timesheet Preferences
• Edit an Existing Super Payroll Category
• Create a New Super Payroll Category
• Add a New Payroll Category
• Edit Employment Classifications to Suit the Business
• Create a Casual Employee in Xero
• Create Permanent Employees in Xero
• Enter Timesheets in Xero
• Process a Pay Run
• Import Timesheets
• Process Payroll with Personal Leave included
• Create a New Deduction Payroll Category
• View Employee Leave Accrued
• Process Pay including Annual Leave
• Run a Payroll Entitlements Report
• Run a Payroll Journal Report
• Produce a Balance Sheet
• Record your Bank Details
• Record Employee Bank Details
• Process a Pay Run
• Create an Electronic Payment File
• Process Final Pay
• Update Employee Card File