Ceridian Training Ceridian Course Catalogue

Transcription

Ceridian Course Catalogue
Edition v1.0 2011
Ceridian Training
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Edition v1.0 2011
Contents
Catalogue Introduction ............................................................................................................ 2
Venue Information - Manchester............................................................................................. 3
Venue Information - Reading .................................................................................................. 4
Product Suite............................................................................................................................ 5
HRevolution ............................................................................................................................................................5
Ceridian Pay & People ...........................................................................................................................................5
Ceridian Online Reporting (COR)...........................................................................................................................6
Online Payroll Documents (OPD)...........................................................................................................................6
Source ....................................................................................................................................................................7
Ceridian Payroll Solution 1 .....................................................................................................................................7
Course Syllabus ....................................................................................................................... 8
Central HR (Classroom Training) ...........................................................................................................................8
HRe Payroll Basic (Classroom Training)................................................................................................................9
HRe Payroll Advanced (Classroom Training).......................................................................................................10
HRe Report Builder (Classroom Training)............................................................................................................11
HRe Data Exporter (Web Training) ......................................................................................................................12
HRe Payroll Managed (Web Training) .................................................................................................................13
HRe Payroll Conversion (Classroom Training) ....................................................................................................14
HR User (Web Training) .......................................................................................................................................15
HR Set Up (Web Training) ...................................................................................................................................16
Payroll (Web Training)..........................................................................................................................................17
User Maintenance (Web Training) .......................................................................................................................18
Payroll Assist (Web Training) ...............................................................................................................................19
COR User (Web Training) ....................................................................................................................................20
COR Administrator (Web Training) ......................................................................................................................21
OPD Administrator (Web Training).......................................................................................................................22
Source HR End User (Classroom Training) .........................................................................................................23
Source HR Super User (Classroom Training) ......................................................................................................24
Source Payroll (Classroom Training) ...................................................................................................................25
Source (SQL) Reports (Classroom Training) .......................................................................................................26
Ceridian Payroll Solution 1 (Classroom Training) ................................................................................................27
Ceridian Payroll Solution 1 Advanced (Classroom Training) ...............................................................................28
Ceridian Payroll Solution 1 Managed Payroll (Classroom or Web Training) .......................................................29
Ceridian Payroll Solution 1 Conversion Workshop (Classroom Training)............................................................30
Ceridian Payroll Solution 1 Conversion Web (Web Training) ..............................................................................31
Training Day Format at Ceridian Site ................................................................................... 32
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Catalogue Introduction
Ceridian UK provides a comprehensive range of training solutions to compliment our award
winning HR and Payroll product portfolio. Our team of professional trainers have the ability to
deliver training solutions to companies of all sizes from one employee to large corporations
with in excess of 70,000 employees.
Our courses are designed and delivered to help you develop a solid understanding of our
products. Whether you are a first time user or just require refresher training, you can expect to
receive professional training that will add value to your organisation.
In addition to our regularly scheduled classroom courses we also provide instructor led web
training and e-learning solutions.
Our training solutions can be delivered out of our dedicated and fully equipped classrooms
based in Reading and Manchester or at your own facility.
This course catalogue provides information on our product suite and syllabus for scheduled
courses.
Should you have any further queries, please feel free to contact us at:
[email protected].
Web: www.ceridian.co.uk
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Venue Information - Manchester
Ceridian - 6th Floor
The Victoria
150-182 The Quays
Salford
M50 3SP
Tel :
0161 888 8659
By Road - Leave the M602 at Junction 3. Take the Trafford Road exit from the roundabout at
the end of the motorway. From Trafford Road turn onto Broadway, signposted for the Lowry
Centre. At the first roundabout bear right (Broadway). Then take the first left into Ohio Avenue.
The car park entrance is on the right about 50 yards before the end of the road. (Note, the car
park door at the end of the road is the exit).
By Rail - From Piccadilly Station take the Metrolink, Eccles Line, to Harbour City Station which
is just outside The Victoria.
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Venue Information - Reading
100 Longwater Avenue
1st Floor, North Wing
Green Park
Reading
Berkshire
RG2 6GP
Tel :
0118 922 3600
By Public Transport - A Park & Ride Bus Service operates every 7–8 minutes to Reading
railway station and town centre.
From the M4 - Take junction 11 for Reading. Follow the A33 towards Reading Town Centre.
The Madejski football stadium will be on your left. Go straight across the first and second
roundabouts, and past B&Q on your left. At the third roundabout, take the second left onto
Green Park. Continue straight across the traffic lights, and 100 Longwater Avenue will be the
first building on your left.
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Product Suite
HRevolution
Ceridian HRevolution is our next-generation solution for managing your people. Add value to
your HR by selecting the on-demand modules you need, bringing together your HR and Payroll
operations.
All modules are web-delivered and on-demand, meaning that you benefit from a fully hosted,
secure and backed-up technology platform – without the worry of installation and maintenance.
Central HR
Powerful, adaptable workflow is the key feature of Ceridian HRevolution. Automate manual
tasks strip out unnecessary costs by radically altering how HR processes are carried out.
Workflow gives you the power to get the basics down correctly, quickly and efficiently.
The management information feature puts HR data at your fingertips. Powerful, paperless
reporting provides all stakeholders with multiple options, giving an integrated view of people,
financial and organisational information.
Payroll
Our payroll engine ranks as one of the most powerful on the market. Whether acting as a nextgeneration in-house payroll service or as the platform for a fully managed service, you have
your own virtual payroll department integrated with your HR data. Employees will receive their
payslips online through the Self Service portal, as well as P60 information.
We maintain it. We upgrade it. You benefit from it.
Ceridian Pay & People
Pay & People HR and Payroll
Ceridian Pay & People is a flexible package of technology and services designed specifically
for businesses with less than 500 employees. You can tailor the technology and service
elements to meet your exact needs and make world class HR & payroll efficiencies a reality for
your business. Whether you take direct responsibility for HR and payroll or have a team to help
you, Ceridian Pay & People can free up your time, enabling you to focus fully on the core
business.
The services are brought together using the Pay & People Portal, a technology umbrella which
allows the management and coordination of the other services, where appropriate. The
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technology portal is also a fully functional HR system facilitating all of the employer and
employee HR services commonly required. It acts as both an employee database and also a
hub for workflow and communications between the various functional modules and employees.
Together, these services can be combined to provide whatever specific set of support is
needed by the customer.
Pay & People Access from Everywhere
Everyone in a company can play their part in keeping your business running smoothly, with
employees responsible for inputting their own holiday requests, sickness information and
personal data. Managers can then record warnings, grievances, suspensions and probation
periods. Automatic alerts can be set to remind them of key dates and actions. They can also
view holiday and sickness patterns and check payments made.
Ceridian Online Reporting (COR)
Ceridian Online Reporting (COR) is used for reporting on UK payroll and is a standard offering
for new customers and re-signs, rather than traditional paper reporting. This is a major change
for our industry, improving competitive advantage of our payroll solutions, offering a faster and
better service to our customers. COR is part of HRevolution and was the first application
launched under the new Customer Applications Portal.
Online Payroll Documents (OPD)
Online Payroll Documents (OPD) is part of the HRevolution Portal accessed through the same
log-on as Ceridian Online Reporting. Online Payroll Documents enable a payroll customer to
deliver things like payslips and P60’s to their employees over the Internet.
There is an interactive element to the system, where helpful descriptions of payslip items can
be viewed by hovering the cursor over them. Pay history will also be available from the
beginning of the tax year and navigation between current and archived pay slips has never
been easier.
The system also has self-registration, where employees answer a range of security questions
to sign-up for the service or to reset forgotten passwords. This takes away the workload from
the payroll/HR department.
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Source
Source is a fully integrated HR and Payroll tool for managing your company’s relationship with
its employees and administering your employment responsibilities.
Source is tailored to meet the needs of all companies – whether you require an HR (Human
Resource) package to manage personnel and organisation demands, or a system to meet your
payroll needs.
You can manage the entire range of employment data, from hiring or terminating an employee
to entering temporary payroll data. Because Source integrates data, you save time and
improve reporting accuracy by entering data once for all functions to share.
Source’s modular structure means that a payroll clerk doesn’t need to know everything about
the HR business procedures of Source, and an HR administrator doesn’t need to fully
understand payroll issues. In addition, comprehensive security lets you control exactly what
each staff member can see and do in Source. The modular design also lets you progressively
licence additional Source functions as your needs grow.
Ceridian Payroll Solution 1
Ceridian Payroll Solution 1 (CPS1) is a Microsoft Windows based product, features include,
basic back pay and flexible payroll options. Ceridian Payroll Solution 1 also has in-built simple
to use but powerful reporting, exporting and importing capabilities.
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Course Syllabus
Central HR (Classroom Training)
This course is designed for those within the HR department who are responsible for coordinating and maintaining the day to day management of employee data within an HR system.
Pre-requisites
•
•
Delegates must have basic PC keyboard skills
Delegates must be proficient in a Microsoft Windows environment
Topics Covered
•
•
•
•
•
•
•
•
•
•
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Navigator
Configuring the portal
Managing the portal
Personal portal settings
Hiring new employees
Adding and amending additional HR data
Salary reviews
Processing leavers
Recording absence
Creating groups
Viewing reports and company documents
Objectives – upon completing this session delegates will be able to:•
•
•
•
Create new users on the portal
Effectively manage employee records
View, amend and add personal and job information
Record absence and salary reviews
Course Title:
Central HR
Course Duration: One Day Classroom
For further details and / or to book a place on this course, please email: [email protected]
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HRe Payroll Basic (Classroom Training)
This course is designed for those who are responsible for entering Payroll data via the
HRevolution system.
Pre-requisites
•
•
Topics Covered
•
•
•
•
•
•
•
•
•
•
•
•
Payroll process
Starters / leavers
Transmission
Statutory payments and deductions
Pensions
Manual payments
Credit amendments
Viewing and downloading payslip data
Data housekeeping
Payslip messages
Disbursements
Customised screens
Objectives– upon completing this session delegates will be able to:•
•
Utilise the payroll data codes within the payroll application data entry system
Create and amend employee details
Course Title:
HRe Payroll Basic
Course Duration: Two Day Classroom
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HRe Payroll Advanced (Classroom Training)
This course is designed for those who are responsible for extracting data from HRevolution
Payroll and generating import data files.
Pre-requisites
•
•
•
•
Delegates should have attended the HRe Payroll Basic course
Delegates should have an understanding of their own company payroll setup details
Topics Covered
•
•
•
•
Creating export files
Creating selection sets
Defining and generating reports
Defining import templates and importing data from Microsoft Excel
•
•
•
Delegates will be able to create export data files to Microsoft Excel
Create selection sets
Learn how to import data from Microsoft Excel spreadsheets into the HRe
Learn the functionality of data generation which is the global generation of data codes for
groups of employees
Course Title:
HRe Payroll Advanced
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HRe Report Builder (Classroom Training)
This course is designed for those who have the responsibility of generating management
reports and mail merges from the Central HR data files.
Pre-requisites
•
•
•
Delegates must have attended the Central HR course
Topics Covered
•
•
•
•
•
•
•
•
•
Creating folders
Understanding tables
Designing reports
Inserting additional data into existing reports
Creating filters
Adding groups and totals to a report
Creating charts
Creating mail merges
Running reports, charts & mail merges
•
•
Delegates will be able to view and report on HR data
Delegates will be able to create new reports to reflect company reporting requirements
Delegates will learn how to save reports back into the Document Manager enabling other
users to run them
Course Title:
HRe Report Builder
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HRe Data Exporter (Web Training)
This course is designed for those with responsibility to generate management reports from the
HRevolution database.
Pre-requisites
•
•
•
Delegates must have attended the Central HR course
Topics Covered
•
•
•
•
•
Creating folders
Understanding tables
Creating data export templates
Creating filters
Basic Excel formatting
•
•
Delegates will be able to view and report on HR data
Delegates will be able to create new reports to reflect company reporting requirements
Delegates will learn how to extract reports to Microsoft Excel
Course Title:
HRe Data Exporter
Course Duration: ½ Day Web Session
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HRe Payroll Managed (Web Training)
This course is designed for those who are responsible for extracting data from HRevolution
Payroll and generating import data files.
Pre-requisites
•
•
•
Delegates must have an understanding of your own company payroll setup details.
Topics Covered
•
•
•
•
•
Downloading and viewing the PayBase files
Creation and use of selection sets
Defining a template held in PayBase and generating
Export Files
Reports
Delegates will have a working understanding of how to utilise the import, export and
reporting facilities within HRevolution Payroll.
Course Title:
HRe Payroll Managed
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HRe Payroll Conversion (Classroom Training)
This course is designed for those who are responsible for entering Payroll data via the
HRevolution system and converting from the Ceridian Source Payroll system.
Pre-requisites
•
•
•
Delegates should have full working knowledge of Source Payroll, including the Ceridian
data code structure
Topics Covered
•
•
•
•
Overview of HRe5P basic functionality
Batch data entry
Data housekeeping
Advanced functionality including importing and exporting
•
•
Delegates will be able to utilise the payroll data codes within the payroll application data
entry system
Delegates will be able to create and amend employee details
Delegates will be able to utilise the importing and exporting tools
Course Title:
HRe Payroll Conversion
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HR User (Web Training)
This course is designed for those within the HR department who are responsible for coordinating and maintaining the day to day workflow. Managers or employee’s working on
behalf of a manager, who wishes to maintain employee requests.
Pre-requisites
•
Delegates must complete a Check-In Session prior to the training day to ensure they can
access our web training
Topics Covered
•
•
•
•
•
•
•
•
Navigating
Salary reviews
Job details
Recording absence
Viewing standard reports
Creating custom reports
•
•
•
Delegates will be able to effectively manage their employee records
Delegates will be able to view, amend and add personal/job information, record absence
and perform salary reviews
Delegates will be able to run HR reports
Delegates will be able to extract HR personal details in to Microsoft Excel
Course Title:
Pay & People HR User
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HR Set Up (Web Training)
This course is designed for users responsible for system maintenance including setting up and
maintaining organisational structures, settings, lists, access from everywhere user access and
managing users.
Pre-requisites
•
Delegates must complete a Check In Session prior to the training day to ensure they can
Topics Covered
•
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•
•
•
•
•
•
Company Structure
Document Management
Employee Lists and Set Up
Benefits Settings
Management Settings
Performance Settings
Company Absence Settings
Portal Settings
Security
Delegates can set up company information including locations, divisions, company levels,
benefits, management settings, appraisals, portal formatting and security.
Course Title:
Pay & People Hr Set Up
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Payroll (Web Training)
This course is designed for those within the Payroll department who are responsible for coordinating and maintaining the company payroll.
Pre-requisites
•
Topics Covered
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New Employees
Permanent Data Entry
Statutory Sick Pay
Parental Pay
Attachment of Earnings Orders/Student Loans
Pensions
Tax and National Insurance
Variable Payments and Deductions
Imports
Processing
Payroll Data
Reports
•
Delegates will be able to utilise the payroll data codes within the payroll application
Data entry system and be able to create and amend employee details
Course Title:
Pay & People Payroll
Course Duration: 1 & ½ Day Web Session
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User Maintenance (Web Training)
This course is designed for those users responsible for the systems administration of the
portal. They will be responsible for creating and / or amending the organisational hierarchy
and assigning user access rights to the portal for both employees and managers.
Pre-requisites
•
•
Delegates should have completed the HR User or HR Set Up course
Topics Covered
•
•
•
•
•
•
Company Hierarchy
Organisational Structure
Templates
Access Levels
Assigning manager access
Assigning employee access
•
•
Delegates will be able to create a new and / or maintain an existing hierarchy
Delegates will be able to successfully assign manager and employee access to the Pay &
People and Access from Everywhere portals
Delegates will be able to reset usernames and passwords
Course Title:
Pay & People User Maintenance
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Payroll Assist (Web Training)
This course is designed for those within the HR or Payroll department who are responsible for
co-ordinating and maintaining the day to day workflow.
Pre-requisites
•
Topics Covered
•
•
•
•
•
•
•
•
•
Navigating
Adding and amending additional data
Salary reviews
Job details
Recording absence
Viewing payroll aspects
Viewing payslips
Delegates will be able to create new starters and view payroll information
Course Title:
Pay & People Payroll Assist
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COR User (Web Training)
This course is designed for those with the roles of COR User who will be running reports.
Pre-requisites
•
Topics Covered
•
•
•
•
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Portal Introduction
Run Reports
Export Reports
Favourite Reports
Report Sign Off
•
Delegates will be able to effectively run, view and export payroll reports
Delegates will be able to save favourite reports
Course Title:
COR User
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COR Administrator (Web Training)
This course is designed for those with the roles of Organisation Administrator, COR
Administrator.
Pre-requisites
•
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Must be an Organisation or COR Administrator
Topics Covered
•
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Portal Introduction
Configuring and Managing the Portal
COR Introduction
Managing Report Security
Reports (How to run, export and set up Favourites)
Report Sign Off
•
Delegates will be able to effectively set up the Portal and COR.
Delegates will be able to manage users, run, view and export payroll reports
Course Title:
COR Administrator
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OPD Administrator (Web Training)
This course is designed for those with the role of Online Payroll Documents Administrator.
Pre-requisites
•
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Delegates who are responsible for the day to day administration for Online Payroll
Documents.
Topics Covered
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Manage Settings
Release Payslips
Pay Item Configuration
Administrator Payslip view
Self Registration
Change My Details
Change Password
Secret Information
View Data
HR Reference Letter
Requesting Proof of Income
•
Delegates will be able to effectively set up and manage Online Payroll Documents and the
users
Delegates will be able to release payslips for all employees to be viewed by OPD
Administrators and personally by employees
Course Title:
OPD Administrator
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Source HR End User (Classroom Training)
This course is designed for those within the HR / Payroll department who are responsible for
co-ordinating and maintaining the day to day workflow.
Pre-requisites
•
•
Topics Covered
•
•
•
•
•
•
•
•
Navigating within Source
Salary Reviews
Processing transfers, promotions, leavers
Recording absence
Attaching employee notes
•
Delegates will be able to effectively manage their employee records including viewing,
amending and adding personal / job information, recording absence and salary reviews
Delegates will be able to run standard reports
Course Title:
Source HR End User
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Source HR Super User (Classroom Training)
This course is designed for Source Supervisors, who will be involved in setting up the
organisational aspects, absence plans and the general maintenance of Source, creating new
users and an overview of allocating security.
Pre-requisites
•
•
•
Source HR End User
Topics Covered
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Company Structure
Creating Jobs / Positions
Creating Questionnaires
Creating New Benefits / Company Cars / Property
Importing Data using Data Exchange
Choice List Management
Data Housekeeping
Employee Work Patterns / Absence Management
Holiday Entitlement Plan
Overview of Setting up and assigning Security to Users – not applicable to ASP clients
Customisation
Designated system supervisors will have the necessary knowledge to manage Source and
their users.
Course Title:
Source HR Super User
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Source Payroll (Classroom Training)
This course is designed for those within the Payroll department who are responsible for coordinating and maintaining the day to day workflow.
Pre-requisites
•
•
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Delegates must have basic payroll knowledge
Topics Covered
•
•
•
•
•
•
•
•
•
Payroll Process
Starters / Leavers
Permanent And Once Only Adjustments
Begin New Period / Data Gather
Transmission
Employee Cycle Data Entry
Statutory Payments and Deductions
Pensions
Manual Payments
•
•
•
•
•
•
•
•
Credit Amendments
Viewing Payslips
Mass Tax Edit
Batch Control
Payslip Messages
Entering into User Defined Screens
Importing temporary data
Mass tax edit
Delegates will be able to effectively manage their payroll records including viewing and
amending personal payroll history
Course Title:
Source Payroll
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Source (SQL) Reports (Classroom Training)
This course is designed for those within the HR or Payroll department who have the
responsibility of generating management reports from Source data files.
Pre-requisites
•
•
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Delegates must have Source knowledge
Topics Covered
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•
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Running Supplied Reports
Exporting Reports to Excel
Creating New Reports using EZ Query
Basic Excel Formatting
Creating New Reports using HR and/or Payroll Views
Crystal Formatting and Settings
Creating Mailing Labels
Sorting, Groups and Summaries
Selection Criteria using views
The Source Library
Credit Amendments
•
•
•
Delegates will be able to effectively create new reports using views in Crystal Reports and
queries in Excel
Delegates will be able to view and report on HR and Payroll data.
New reports can be created to suit your company’s reporting requirements.
Reports can be saved back into Source enabling other users to view the reports
Course Title:
Source (SQL) Reports
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Ceridian Payroll Solution 1 (Classroom Training)
This course is designed for those who are responsible for entering Payroll data via the Ceridian
Payroll Solution 1 (CPS1) system.
Pre-requisites
•
•
•
•
Delegates should have a working knowledge of payroll calculations and current legislation
Delegates must have an understanding of their own company setup details
Topics Covered
•
•
•
•
•
•
•
Payroll Process
Starters/Leavers
Transmission
Pensions
Manual Payments
Credit Amendments
•
•
•
•
•
•
•
Viewing and downloading Paybase Files
Data Housekeeping
Payslip Messages
Disbursements
Customised Screens
Payroll Company Information
Setting up new users
•
Delegates will be able to utilise the CentrePay data codes within the Ceridian Payroll
Solution 1 data entry system
Course Title:
Ceridian Payroll Solution 1
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Ceridian Payroll Solution 1 Advanced (Classroom Training)
This course is designed for those who are responsible for extracting data from Ceridian Payroll
Solution 1 (CPS1) and generating import data files.
Pre-requisites
•
•
•
•
Delegates need to have attended the CPS1 course
Topics Covered
•
•
•
•
Creating export files using data held in PayBase
Creating Selection Sets
Defining and generating a report from data held in PayBase
Defining a template to import data from an external source
Objectives– upon completing this session delegates will be able to:Delegates will have a working understanding of how to utilise the import, export and reporting
facilities within Ceridian Payroll Solution 1
Course Title:
Ceridian Payroll Solution 1 Advanced
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Ceridian Payroll Solution 1 Managed Payroll (Classroom or Web Training)
This course is designed for those who are responsible for extracting data from the Ceridian
Pre-requisites
•
•
•
Topics Covered
•
•
•
•
•
Downloading and viewing the PayBase files
Creation and use of selection sets
Defining a template held in PayBase and generating
Export Files
Reports
Delegates will have a working understanding of how to utilise the Export and Reporting
facilities within Ceridian Payroll Solution 1
Course Title:
Ceridian Payroll Solution 1 Managed Payroll
Course Duration: ½ Day Classroom OR ½ Day Web Session
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Ceridian Payroll Solution 1 Conversion Workshop (Classroom Training)
Pre-requisites
•
•
•
•
Experienced users converting from Paypoint should attend this course
Delegates should have extensive working experience of PayPoint as this course is
specifically designed to highlight the differences between the two systems
Topics Covered
•
•
•
•
•
•
•
•
Starters/Leavers
Transmission
Pensions
Manual Payments
Credit Amendments
Viewing and downloading Paybase Files
Data Housekeeping
•
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•
•
•
•
•
Payslip Messages
Customised Screens
Payroll Company Information
Setting up new users
Exporting
Reporting
Selection Sets
Importing
•
Solution 1 data entry system
Course Title:
Ceridian Payroll Solution 1 Conversion Workshop
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Ceridian Payroll Solution 1 Conversion Web (Web Training)
Pre-requisites
•
•
•
Delegates should have extensive working experience of PayPoint as this course is
specifically designed to highlight the differences between the two systems
Topics Covered
•
The course will highlight the differences between PayPoint and CPS1
Solution 1 data entry system and be able to create and amend employee details
Course Title:
Ceridian Payroll Solution 1 Conversion Web
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Training Day Format at Ceridian Site
•
Delegates arrive from 9am in the Ceridian office for tea and coffee
•
Courses are scheduled from 9.30am until 4.30pm (unless stated otherwise by the trainer or
administration)
•
The trainer reserves the right to refuse admission to the course once it has commenced
should this admission cause disruption
•
Coffee breaks are scheduled at mid morning and mid afternoon, according to the trainers
instructions
•
Lunch is provided for delegates at the Ceridian office
•
The trainer will provide all course materials
•
The classroom facilities will provide the use of a computer per delegate and one shared
centre slave monitor
•
All delegates are required to remain for the full duration of the training session. If a
delegates should need to be excused, this must be discussed directly with the trainer, who
will make a judgement as to whether to excuse the delegate
•
The trainer reserves the right to remove a delegate from the course if they are disruptive
•
Delegates should not use laptops or mobile phones without prior consent of the trainer. If a
delegate uses their laptop or mobile phone during the training session without prior
consent, the trainer reserves the right to remove the delegate from the training session
•
The trainer will be available at the end of the session to assist with any questions delegates
may have
•
The delegate will have the opportunity to fill out an appraisal form at the end of the session
32

Ceridian Training Ceridian Course Catalogue

Transcription

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