Gusto may make payroll easier than ever, but it’s still important to understand how it’s done. Here you’ll get a peek behind the curtain to see how payroll gets synced to the general ledger, how it translates to your client’s income statements, and how custom reports in Gusto can provide valuable business insight. ### **Module 7 of Gusto Payroll...
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...people strategies—helping them reach their goals while you grow your business. Pairing financial expertise with advice on people operations, this course will teach you how to apply a holistic People Advisory lens across the payroll process, how to deliver data-backed insights and recommendations, and how to advise your clients through each...
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Understanding Pay Schedules
Gusto Payroll Certification...to get it right. In this course you’ll learn the ins and outs of pay schedules including what they are, how they work, and how to get them set up in Gusto…unlocking efficiencies while getting your clients’ teams...
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We all know time is money. But tracking hours and PTO is about more than just paychecks. Here you’ll learn the importance of accurate time tracking—the who, what, how, and why—behind getting employees paid accurately, keeping your clients compliant, and providing them with valuable insight into their business and team performance. ### **Module 5...
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**4 CPE credits** | Management Services Are you tired of giving away payroll services for free? With Gusto’s People Advisory Accelerator, you’ll learn how to use payroll as the foundation for helping clients take care of their hardworking teams—so you can increase revenue at your firm. In this program, we’ll teach you how to design, staff,...
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Payday is arguably the best day of the month—which is why it’s so important to get it right. In this course you’ll learn the ins and outs of pay schedules including what they are, how they work, and how to get them set up in Gusto…unlocking efficiencies while getting your clients’ teams paid on time and in full. ### **Module 4 of Gusto Payroll...
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0.5 CPE credits | Computer Software & App There’s no doubt about it—remote work is here to stay. In this elective, you’ll learn how to help clients onboard employees living and working in a new state. We’ll teach you how to get them registered with the state, how to master the process in Gusto, and how to create an efficient workflow every...
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Workflow
Elective: Hiring in a New State... Enter information into Gusto Paying an employee in a new state Wrap up Registering in a new state HIRING IN A NEW STATE Over to you Check your understanding Onboarding a new employee What is and isn’t needed to...
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Winning your First People Advisory Clients
People Advisory AcceleratorIn this module, you'll be guided through how to win your first People Advisory clients. ... Overview WINNING YOUR FIRST PEOPLE ADVISORY CLIENTS Types of clients Wrap up WINNING YOUR FIRST PEOPLE ADVISORY CLIENTS Check...
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Advising on Total Rewards
People Advisory Certification...Over to you Check your understanding Workbook activity Workbook activity Workbook activity Rewarding employees can go further than just pay alone. Hear Jaclyn describe how People Advisors can help clients develop...
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Marketing People Advisory Services
People Advisory Accelerator...are the reasons why clients should believe your value proposition. For example, if it involves improving employee retention, you could include proof points about analyzing engagement and morale. This tells clients...
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Workflow
Elective: Onboarding Clients to Gusto...need before starting. Each step of the onboarding process plays a 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...
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Deeper Dive
Elective: Onboarding Clients to Gusto... Previous payrolls The trickier parts Wrap 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...
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People Advisory Insights and Recommendations
People Advisory Certification...Insights and Crafting Recommendations, go to your Workbook and complete Activity 19: Have you looked at payroll data through a different lens?Take a moment to think about the ways you can use payroll to help your...
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**1 CPE credit** | Computer Software & App Client onboarding is your chance to make a great first impression. In this elective, you’ll learn how to choose the best approach for a new client, what you’ll need from them to get started, and how to master the process in Gusto. And—you’ll get a badge to prove it! ... Worth 1 CPE credit. Learn how...
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Gusto Pro is your homebase—where you manage both your firm’s and your clients’ accounts. In this course, you’ll learn how to add firm members, co-brand your account, add clients, and manage billing. ... In this course, learn how to add firm members, co-brand your account, add clients, and manage billing. ... In this course, you’ll learn how to...
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Set Up Your Gusto Pro Account
Getting Started with Gusto Pro...clients GETTING STARTED WITH GUSTO PRO Adding and referring clients Add (and remove) firm members who manage payroll for clients in your Gusto Pro account. Upload your logo to Gusto Pro so that it appears on your...
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Introducing People Advisory
People Advisory 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 dedicate the time, and then write out your plan below. Reflect in your workbook Welcome...
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Building your People Advisory Team
People Advisory Accelerator...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 in...
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Welcome
Getting Started with Gusto Pro...email advisor@gusto.com. Whether you’re onboarding a new client, migrating an existing client from a previous payroll provider, or helping a team get set up with benefits, Gusto has experts who are dedicated to...
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Welcome
Elective: Hiring in a New State...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...
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People Advisory Certification Quiz
People Advisory Certification...complete Activity 23: Time to plan.In your Workbook, note down your responses to the following questions:How has this certification helped you meet the goals you set for yourself in Activity 1?How will you apply...
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Perspectives
Elective: Onboarding Clients to Gusto...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 their...
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Welcome
Elective: Onboarding Clients to Gusto...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...