Xero Payroll Training Course

Xero Payroll Training Course Summary

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 accounting 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.

Hair Dressing Studio Payroll Course Case Study

The first case study in this course uses a hair dressing salon as the example of setting up staff, scheduling a roster and processing pays and entitlements. Including:

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

Hair Dressing Salon Payroll Admin Topics

  • 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 Payroll Administration Course

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

Xero Payroll Administration Course Information

Estimated Time of Completion: 8 hours

Course Inclusions:

  • Instructional Videos
  • Training Workbooks
  • Knowledge Reviews
  • Xero Advanced Certificate
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