Search Results: detailed onboarding checklist

Onboarding is a crucial moment in the employer–employee relationship. Here you’ll dig into tricky compliance questions like employees vs. contractors 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** ...

• Duration 20m
• Rating 4.9

Onboarding is a crucial moment in the employer–employee relationship. Here you’ll dig into tricky compliance questions like employees vs. contractors and FLSA exemption, as well as Gusto’s time-saving features, and...

• Duration 20m
• Rating 4.9

**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...

• Path
• Duration 1h
• Credential

... ONBOARDING 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...

• Duration 10m

... CPE Details Delivery method: QAS Self-study Fields of study: 1.0 Computer Software ​&​ App Prerequisites: None Program level: Basic Advanced preparation: None Published on: 01 Jul 2022 Gusto is registered with...

• Rating 5.0

• Rating 4.8

Gusto handles payroll taxes so you don’t have to. Here you’ll get a detailed breakdown of all the payroll tax forms Gusto files on your clients’ behalf, who gets paid what and when, and how you can help your clients...

• Duration 20m
• Rating 4.7

Offboarding is the final stage of the employee lifecycle—and it’s just as important as onboarding. In this course, you’ll dive into the employee offboarding process, discover how to help your clients make a great...

• Duration 25m
• Rating 4.9

In this module, you'll dive into the details of People Advisory Services and think about how to adopt them at your firm. ... Overview REIMAGINING PAYROLL A definition Wrap up Packaging your Services REIMAGINING...

...so much more than just pushing a button. This course breaks down the basics from start to finish—including onboarding and offboarding, tracking time, making the accounting entry, and getting forms and taxes done...

• Duration 20m
• Rating 4.8

Gusto handles payroll taxes so you don’t have to. Here you’ll get a detailed breakdown of all the payroll tax forms Gusto files on your clients’ behalf, who gets paid what and when, and how you can help your clients along the way. ### **Module 8 of Gusto Payroll Certification.** ... Payroll tax filings can be complicated and time-consuming....

• Duration 20m
• Rating 4.7

Offboarding is the final stage of the employee lifecycle—and it’s just as important as onboarding. In this course, you’ll dive into the employee offboarding 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.**...

• Duration 25m
• Rating 4.9

Running payroll is so much more than just pushing a button. This course breaks down the basics from start to finish—including onboarding and offboarding, tracking time, making the accounting entry, and getting forms and taxes done right—all with insight into how you can add value for your clients at each step along the way. ### **Module 2 of...

• Duration 20m
• Rating 4.8

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...

• Path
• Duration 40m
• Credential

...Payroll Certification is designed for you. So that you can build your foundational knowledge of the payroll process as a whole. In this certification, we’ll cover onboarding and offboarding employees, understanding pay schedules, tracking time, processing payroll, and filing payroll taxes. You’ll learn how to create efficient workflows,...

• Path
• Duration 3.7h
• Rating 4.7
• Credential

... Phase 3: Gather information Phase 4: Enter information into Gusto 4 phases of client onboarding Wrap up Phase 1: Determine the approach ONBOARDING CLIENTS TO GUSTO Phase 2: Set expectations Over to you Check your...

• Duration 25m

...CLIENTS Check your understanding Benefits of a proposal WINNING YOUR FIRST PEOPLE ADVISORY CLIENTS The onboarding process Accessing your proposal template The steps WINNING YOUR FIRST PEOPLE ADVISORY CLIENTS Dive...

• Rating 5.0

...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...

• Duration 20m
• Rating 4.9

...culture that works to attract talent and engage employees. The employee handbook is a powerful tool. Detailing policies and outlining clear expectations—both for what an employee can expect and what is expected...

• Duration 50m

...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 run the first payroll? Workbook activity You’ll need some...

• Duration 20m

...a quick recap. If your client plans to set up and manage their own Gusto account, visit the Firm details tab to send them your Client invitation link so that you have easy access and visibility into their...

...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 ... Time is money TRACKING TIME Wrap up...

• Duration 20m
• Rating 4.9

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...

• Duration 15m
• Rating 4.6

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...

• Duration 15m
• Rating 4.6