Introducing People Advisory
...What’s your intention? What do you hope to take from this program?Heads up, this Certification takes about 4 hours to complete. What’s your plan to stay on track? Take a moment to figure out how and when you’ll...
...What’s your intention? What do you hope to take from this program?Heads up, this Certification takes about 4 hours to complete. What’s your plan to stay on track? Take a moment to figure out how and when you’ll...
...their own words Your insights Building your People Advisory team has three activities—first up, thinking about how you can get your whole team excited about the new service line. Then, getting the three key people...
Using Gusto means making running payroll easier than ever. But there are a few things you can do to make the process even smoother. In this course you’ll learn the nuts and bolts of Gusto’s payroll process along with key tips and tricks to save you the most time—and get the job done right. ### **Module 6 of Gusto Payroll Certification.** ... Get...
...you A seamless onboarding experience can help you create a great first impression with your clients. Find out how from some folks who’ve done it. Hear from a group of your peers on how they approached onboarding...
...A NEW STATE Workbook activity Guiding clients through hiring in a new state can enrich your relationship. Find out from some folks who’ve done it. Hear from a group of your peers on how they supported clients when...
...Partner Program and begin our journey together. Will Lopez, Gusto’s Head Evangelist, shares a few words about what’s in store. As a partner, you have access to a suite of powerful benefits designed to help you...
...of the payroll process. Jaclyn Anku leads community and education at Gusto. Let’s hear from her about how becoming Gusto Payroll Certified can help grow your career and firm, all while better serving your...
...Reviewing the conversation 4: Craft recommendations Workbook activity See it in Gusto Gaining insights about a client’s team and delivering people-focused recommendations are what makes People Advisory a unique...
...activity Workbook activity Rewarding employees can go further than just pay alone. Hear Jaclyn describe how People Advisors can help clients develop total rewards for their teams. Before you dive into the content...
...ADVISING ACROSS THE EMPLOYEE LIFECYCLE What’s in scope for the People Advisor? Raising the bar Wrap up About recruitment – pre-joining ADVISING ACROSS THE EMPLOYEE LIFECYCLE Over to you Check your understanding In...
...easy for clients Create your hub The steps MARKETING PEOPLE ADVISORY SERVICES Dive deeper Get the word out Marketing your new People Advisory services is about crafting your marketing messages and then sharing...
...key role in keeping clients and their employees compliant. It’s important to know why each step matters, and how to answer commonly asked questions from your clients. Details of the onboarding steps Why this step...
...CLIENTS TO GUSTO ONBOARDING CLIENTS TO GUSTO ONBOARDING CLIENTS TO GUSTO Select each card to find out more about next steps. Next steps Spread the word Question 1 Question 2 Question 3 Question 4 Question 5...
...ONBOARDING CLIENTS TO GUSTO Meet your trainer Connect with your peers Nayo Carter-Gray is here to show you how to approach client onboarding as a modern accountant. Learn how leveraging Gusto’s technology can help...
... HIRING IN A NEW STATE HIRING IN A NEW STATE Select each card to find out more about next steps. Next steps Spread the word HIRING IN A NEW STATE Question 1 Question 2 Question 3 Question 4 Question 5 It’s time to...
...to you HIRING IN A NEW STATE Meet your trainer Connect with your peers Carla Caldwell is here to show you how to optimize your workflow so you can efficiently handle state tax registration, helping your clients...
Using Gusto means making running payroll easier than ever. But there are a few things you can do to make the process even smoother. In this course you’ll learn the nuts and bolts of Gusto’s payroll process along with...
...need a passing score of 80% and have unlimited attempts to pass. There are 30 questions total, which take about 15 minutes to complete. By passing, you'll become an Alumni and earn your badge, certificate of...
... GUSTO PAYROLL CERTIFICATION QUIZ GUSTO PAYROLL CERTIFICATION QUIZ Select each card to find out more about next steps. Next steps Well done! Over to you Spread the word GUSTO PAYROLL CERTIFICATION QUIZ GUSTO...
... PEOPLE ADVISORY QUIZ PEOPLE ADVISORY QUIZ Select each card to find out more about next steps. Next steps PEOPLE ADVISORY QUIZ PEOPLE ADVISORY QUIZ Question 1 Question 2 Question 3 Question 4 Question 5 Question 6...
... GUSTO PAYROLL CERTIFICATION – FAST TRACK QUIZ GUSTO PAYROLL CERTIFICATION QUIZ Select each card to find out more about next steps. Next steps Well done! Over to you Spread the word GUSTO PAYROLL CERTIFICATION QUIZ...
...up ONBOARDING CLIENTS TO GUSTO Unpaid tax liabilities Over to you Check your understanding Common errors and how to fix them Setting up the account Here are some of the most common errors that happen during the...
...Check your understanding In their own words PEOPLE ADVISORY STARTS WITH PAYROLL Over to you Advising throughout the payroll process Light-touch advisory starts with payroll Wrap up Identifying Gusto tools PEOPLE...
...for actionable guides. Regardless of the state, there are some core details that you’re going to need about your client’s business to get started. Gather information To help streamline state tax registration,...