New Payroll Admin Program

This course will cover how to maintain payroll data, process payroll, avoid common mistakes, and how to use key payroll reports.

We’ve released a five course training program for new payroll administrators who need to quickly get up to speed on using Namely Payroll. This course covers everything you need to now about keeping your payroll data up to date, processing payroll, avoiding common mistakes, and how to use key payroll reports.

This program is recommended for new admins and seasoned admins looking to brush up on their skills. 

Launch the entire program  or go directly to individual courses using the links below.

Course Name

This course will cover:

Getting Started with Namely Payroll

  • How to access Payroll

  • Which tabs in Payroll you'll use most frequently

  • The three steps of payroll processing

  • How to use the Namely Help Community for ongoing support

Keeping Payroll Up-to-Date

  • Maintaining your data integrity in Namely Payroll, such as

    • Common company-level updates

    • Deduction maintenance 

    • Employee data updates

Processing a Successful Payroll

  • Reviewing and resolving outstanding to-dos before starting a pay cycle

  • Uploading additional pay

  • Step 1 - Hours and Wages

  • Step 2 - Checks and Adjustments

  • Step 3 - Recommended reports to check your work and approve your payroll

Avoiding Common Payroll Mistakes

 

  • The most common payroll related mistakes we've seen Namely Payroll Admins make, such as

    • Taxation mistakes

    • Deduction mistakes

    • Payroll processing mistake

  • Making corrections to approved and processed payroll runs

Key Payroll Reports

 

  • Using the Pay Cycle and Date Range reports to review past and current payroll data

  • Using preview reports in Step 3 of payroll processing to review and audit your work ahead of approving a pay cycle

  • Best practices for using reports to prepare for and review quarter and year end

  • Using the Report Writer to build custom employee profile data reports