Search Results: onboarding clients

**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 4.3

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

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

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 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

...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

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

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

In this module, you'll be guided through how to win your first People Advisory clients. ... Overview WINNING YOUR FIRST PEOPLE ADVISORY CLIENTS Types of clients Wrap up WINNING YOUR FIRST PEOPLE ADVISORY CLIENTS Check...

• Rating 5.0

...module, you'll explore 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...

...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...

• Duration 20m
• Rating 4.8

Gusto Pro is your homebase—where you manage both your firm’s and your clients’ accounts. In this course, you’ll learn 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...

• Path
• Duration 15m
• Rating 5.0
• Credential

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 4.8

**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...

• Path
• Duration 4.3h
• Rating 4.7
• Credential

...accurate time tracking—the who, what, how, and why—behind getting employees paid accurately, keeping your clients compliant, and providing them with valuable insight into their business and team performance. ###...

• Duration 20m
• Rating 4.8

...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...

• Duration 20m
• Rating 4.6

...about more than just paychecks. Here you’ll learn the importance of accurate time tracking—the who, what, how, and why—behind getting 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...

• Duration 20m
• Rating 4.8

...you’ll learn the ins and outs of pay schedules including what 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...

• Duration 20m
• Rating 4.6

...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 Certification** ... Head behind the scenes...

• Duration 15m
• Rating 4.6

...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, price, and promote your People...

• Path
• Duration 4h
• Rating 5.0
• 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