Search Results: onboarding

**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 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

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 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

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

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

...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

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

...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 4.6
• Credential

... In their own words ONBOARDING CLIENTS TO GUSTO Over to you 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...

• Duration 5m

... A key moment Over to you 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...

• Duration 5m

... 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

... 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...

• Duration 15m

...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

...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

...It’s adaptable, so it can be used for those light-touch advisory moments that often surface during client onboarding as well as more in-depth exploratory conversations further on in the relationship. Start the...

• Duration 55m

...into their payroll. After adding a client to Gusto, you can work with the Gusto team to get them onboarded. Or the client can handle this on their own. Correctly onboarding a client ensures that Gusto has...

...software so you can combine workflows and transfer data instantly, saving you time and energy. Phase 3: Onboard This phase is about welcoming, setting up new hires, and setting the tone for the employer–employee...

• Duration 50m

...your clients. You’ll also learn how payroll breaks down into distinct steps—starting with employee onboarding and ending with employee offboarding. In Onboarding Employees you’ll discover the importance of a...

• Duration 10m
• Rating 4.7

...information. If you’re not sure who your Partner Advisor is, 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...

...People Advisory services you may already offer to your clients. Perhaps you guide them through employee onboarding, explain how to use Gusto features, or have helped them better understand total rewards. In your...

• Duration 20m