Description

Course Completion Time: 12 Hours (CPD)

Cloud-based accounting software is always up-to-date so PAYG tables and other information like Superannuation percentages are included with the software with no need to go through an updating/upgrading process. The Cloud-based Xero software also enables bookkeepers/accountants to perform Payroll processing tasks from wherever they are which is great in the case of sickness or urgent matters.

Xero Payroll Setup Course

• 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

Xero Payroll Course – Manage your Employees

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

Processing Payroll using Xero

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

 

Payroll Administration Course

Level 1 Case Study: Hairdressing Salon Payroll Course

In the Level 1 Payroll training course you’re introduced to the staff at Trim and Styles Hairdressing Salon. Rick Peterson runs a business hairdressing salon and you’ll perform the data entry and transactions to get into the accounting software, create employee profiles, establish pay calendars and make sure that the staff are paid every pay cycle.

The business is very busy so they have mainly full-time permanent staff but then a new employee came along to fill in the gaps on Thursday nights and Saturdays and suggested that they start a social club. You’ll perform all the data entry to ensure that every staff member is paid correctly and provided with a pay slip. You’ll also produce reports that reconcile the PAYG liabilities and confirm that the correct payments and deductions are made so that Rick and his team can work and socialise harmoniously.

Payroll Course Summary

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

Xero Payroll Course – Payroll Dashboard

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

Xero Payroll Reporting Course

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

EOY Xero Payroll Procedures

• Xero Payroll Course – Create EMPDUPE
• Xero Payroll Course – 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 Certificate in Payroll Administration Online Training Course

Level 2 – Cafe Payroll Course Case Study

In this course we explore the Cafe and Restaurant Industry Award, including minimum wages, annual leave, sick leave and holiday pay. We go deeper into employing contractors and casual staff as well as more complex scenarios that we covered in the Beginners Certificate in Payroll Training Course.

Sam Stosan runs a Cafe that employs 5 staff, including 2 full-time staff, some part-time and casual staff. Sam creates a roster each week and has to make sure that the shop is always staffed. Some of the staff get sick and take holidays so his weekly rostering needs to be accurate and everyone in the business needs to know when they are working, particularly on nights and weekends.

Learn more about the practical payroll course case study.

 

In the Xero Advanced Payroll we explore some of the more complicated examples relating to timesheets, holiday pay and other payroll categories like educations and how to make sense of it all in the Balance Sheet and Journal Reports

• Create a New Company File
• Set up your Accounts List
• Set up Payroll Options
• 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

Employee Rosters, Timesheets and Payslips

Learn how to create a roster for your staff as well as enable them to use the Xero My Payroll app to get their payslips, see their rosters and communicate with the payroll office about holiday leave.

This app bring a massive increase in productivity because it enables employees to communicate directly from their mobile phone to ensure that all shifts are covered and that their payroll details are up to date.

Upgrade Option: Advanced Certificate in Xero Course

The Advanced Certificate in Xero Course includes GST, BAS and financial reporting, this payroll course and the Xero Cashflow and Project Tracking courses. They are all combined as a Bundle and discounted accordingly.

See the Xero Advanced Course.