...a great final impression, and how to stay in compliance along the way. ... Payroll Essentials ,Learning tracks ... Leaving a lasting impression OFFBOARDING EMPLOYEES Wrap up OFFBOARDING EMPLOYEES Over to you Check...
...the big ideas that underpin thinking differently about how you deliver payroll to your clients. ... The time is now INTRODUCING ACCELERATOR Connect with your peers What to expect INTRODUCING ACCELERATOR The people...
Payroll Essentials ,Learning tracks ...
...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
**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,...
**5 CPE credits** | Management Services People Advisory is a new category of consulting that helps you align your clients’ business and 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...
...your marketing messages and then sharing them with prospective and existing clients. For the final time, you’ll follow up by checking in with your peers to see what they did. And as always, you’ll be guided...
...But—there are a couple of steps worth taking a closer look at. Find out what you need to do to stay on track. This data is pulled from the Previous payrolls step and tells Gusto which taxes from those historical...
...likely to be best suited to the role of Sponsor? Question 1 Once you’ve identified your key people, it’s time to think about the training and skills development they might need to get up and running with People...
...to winning their first People Advisory clients. Now that you better understand the status quo, it is time to map the value your firm can provide against the pain points and goals you discovered. Below are some...
**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...
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...
...business is registered, there are a few things you’ll need to do so they can pay their new teammate on time and in full. Here’s Carla to talk you through the process. You’ve reached the end of this topic—here’s a...
...it anytime from My Profile in Gusto Academy. You scored Assessment score% and didn’t pass the quiz this time.In order to get an 80%, you need to answer 20 of the 25 questions correctly.But don’t sweat it—you can...
...clients to Gusto. Now that you’ve seen the Perspectives, go to your Workbook and complete Activity 4: Time to plan.In your Workbook, note down your responses to the following questions:What are the top 3 things...
...in a new state. Now that you’ve seen the Perspectives, go to your Workbook and complete Activity 3: Time to plan.Reflecting on what you’ve learned about hiring in a new state, what might you do differently? In...
...spent all day doing their tax return? No. They only care that we do it well and that it’s submitted on time. Put simply: clients care about the outcome. This is especially true when the outcome isn’t as tangible...
...pay schedule.Q. What information is needed to set up a pay schedule?A.Pay frequency The recurring length of time between one payroll run and the next. These can be:Every week – 52 payrolls per yearEvery other week...
...next steps. Next steps Spread the word Question 1 Question 2 Question 3 Question 4 Question 5 It’s time to check what you’ve learned by taking this short quiz. You’ll be asked 5 questions, and you need an 80%...
...back to it in each topic. Take a moment now to get familiar with the format and complete Activity 1: Time to reflect.In your Workbook, note down your responses to the following questions:Onboarding is a key...
...steps Spread the word HIRING IN A NEW STATE Question 1 Question 2 Question 3 Question 4 Question 5 It’s time to check what you’ve learned by taking this short quiz. You’ll be asked 5 questions, and you need an 80%...
...back to it in each topic. Take a moment now to get familiar with the format and complete Activity 1: Time to reflect.The post-pandemic world includes more remote employees than ever before. Take a moment to...
...signature and website to showcase your skills to your clients and colleagues. Here from Will one final time! Share your badge on social—tag @GustoHQ #gustoacademy so we can celebrate youAdd a badge to your email...
...take a moment to plan how you can apply what you’ve learned. Go to your workbook and complete Activity 10: Time to plan. Reflect on everything you’ve covered throughout Certification, and think about: Your biggest...
