...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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...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...the most efficient way, but you should consider how tech savvy the employees are and whether they have access to the technology they need.Q: Is there a quicker way to add a large number of employees?A: Yes!...
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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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Marketing People Advisory Services
People Advisory Accelerator...your messaging you need to do three things. Let’s start with an overview before we dig into each step. When you’re ready to craft your messaging, our Guide to People Advisory Messaging will take you through each...
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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...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 to People...
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Advising on Total Rewards
People Advisory Certification...benefits package has been proven to improve employee performance. People are more productive and engaged when their needs are met this way. Their health tends to be better too. As a direct result of more highly...
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People Advisory Insights and Recommendations
People Advisory Certification...content of Gaining 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...
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Welcome
Getting Started with Gusto Pro...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 create a modern firm that attracts best-fit...
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Winning your First People Advisory Clients
People Advisory Accelerator...services, then approach them in a way that really highlights the value of what you’re ‘selling’. And when they’re ‘sold’, make sure the deal is most definitely sealed. As always, you’ll follow up by checking in...
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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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Building your People Advisory Team
People Advisory Accelerator...bolstering employee retention at your firm. Which of the following should NOT be a focus of your messaging when explaining to your team members the benefits to them of your firm offering People Advisory services?...
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People Advisory Accelerator Quiz
People Advisory Accelerator...this quiz to confirm your understanding of the Accelerator program. You'll 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...
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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...
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Welcome
Elective: Hiring in a New State...world includes more remote employees than ever before. Take a moment to consider how that may have affected your clients. Then, in your Workbook, note down your answers to the following questions: What’s...
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Perspectives
Elective: Hiring in a New State...Find out from some folks who’ve done it. Hear from a group of your peers on how they supported clients when hiring in a new state. Now that you’ve seen the Perspectives, go to your Workbook and complete Activity...
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Welcome
Elective: Onboarding Clients to Gusto...moment in the client relationship. What’s your experience with client onboarding so far?What’s gone well?When could you have taken a different approach? Workbook activity Welcome to Onboarding Clients to Gusto!...
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Advising Across the Employee Lifecycle
People Advisory Certification...the employee lifecycle?Take a moment to reflect on any experience you’ve had with the employee lifecycle—especially when it comes to helping clients. Then in your Workbook, note down your response to the following...
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NASBA - People Advisory Accelerator
People Advisory Accelerator...continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered...