...process, discover how to help your clients make a great final impression, and learn how to keep your clients compliant every step of the way. ### **Module 9 of Gusto Payroll Certification.** ... Learn how to offboard employees in Gusto, how to help your clients make a great final impression, and how to stay in compliance along the way. ...
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...and FLSA exemption, as well as Gusto’s time-saving features, and how it all comes together to help your clients nail that great first impression. ### **Module 3 of Gusto Payroll Certification** ... Learn how to guide your clients through tricky compliance questions and use Gusto’s features to create a great first impression—all while cutting...
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...employees paid accurately, keeping your clients compliant, and providing them with valuable insight into their business and team performance. ### **Module 5 of Gusto Payroll Certification.** ... Dive into the details of tracking hours worked and time off—why you need to do it and how Gusto can help. ... Payroll Essentials ,Learning tracks...
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...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 Certification.** ... Learn what pay schedules are, what they’re for, and how you can set them up in Gusto. ... Payroll Essentials ,Learning tracks ... Let’s celebrate...
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...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 phase of the employee lifecycle. ... Worth 5 CPE credits....
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Workflow
Elective: Onboarding Clients to Gusto...registered. Depending on the state, these details may be available in your client’s state tax online portal or they may have been sent via snail mail. They can also be found on previous quarterly filings. Q: My...
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Marketing People Advisory Services
People Advisory Accelerator...bullet points during a client meeting, an outline for a blog post, or as proof points on your website. What does a value proposition do specifically? Question 1 Start by defining your firm’s People Advisory value...
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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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Introducing People Advisory
People Advisory Certification...program. People Advisory is a new category of consultative service that goes beyond simply delivering payroll. Will Lopez defines People Advisory and explains why it’s time for the profession to embrace this new...
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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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Advising on Total Rewards
People Advisory Certification...clients set up multiple PTO policies, enable employees to request time off, and sync approved hours to payroll. By using the people platform for both payroll and benefits, you’ll help clients improve visibility,...
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Workflow
Elective: Hiring in a New State...Over to you Check your understanding Onboarding a new employee What is and isn’t needed to run the first payroll? Workbook activity You’ll need some specific details to run the first payroll in a new state. Some...
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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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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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Winning your First People Advisory Clients
People Advisory Accelerator...Below are some commonly seen pains and how they map to People Advisory Packages. We deliver payroll, benefits, and people operations support to give you peace of mind and create a great place to work. We...
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Building your People Advisory Team
People Advisory Accelerator...provides HR services for my team and was excited to work with clients. She is the ideal Sponsor. As a payroll specialist, Jerryson is the Champion. She is familiar with Gusto and already People Advisor Certified....
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...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 add firm members, co-brand your account, add clients, and manage billing. ... Payroll Essentials ,Learning tracks
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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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...and how to create an efficient workflow every step of the way. And—you’ll get a badge to prove it! ... Worth 0.5 CPE Credits. Learn how to help clients onboard employees living and working in a new state. ... You’ll learn how to help clients onboard employees living and working in a new state. Worth 0.5 CPE credits. ... Payroll Essentials...
