SumTotal Payroll

New to SumTotal Payroll? Here’s Your Quick Start

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Start learning about your SumTotal product right away! Follow these easy steps to create your own Quick Start experience – from taking the year-end and online administrator training to downloading documentation.

 

Take a Class

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Payroll Year-End Course Descriptions

Payroll Year-End is upon us! US and Canadian is available now. As always, your learning is:

  • Comprehensive – it includes all you need to do to close out your process
  • Online – take these interactive online courses whenever you wish, at your own pace and when you want
  • Free of charge – SumTotal wants to ensure your success, so take these courses with our compliments
2021 US Year-End Training 2021 Canadian Year-End Training
You can choose a course below to learn a specific topic.

You can choose a course below to learn a specific topic.

1. Year-End Processing Overview
Discover what's new in Payroll, download your year-end activities checklist, and explore the year-end processing diagram – including inputs and outputs.
1. Year-End Processing Overview
Explore the year-end processing inputs and outputs, discover what's new in Payroll and how to prepare for the new year.
2. Preparing for Year-End
Review form types, steps for preparing for your first payroll of the new year, and how to prepare your year-end process – from tax records to earnings and deductions to balance reports.
2. Year-End Installation and Processing
Learn how to install the year-end processor and complete adjustment runs.
3. Installing and Configuring the Processor
Learn to install and prepare the year-end processor, set up parameters, and configure the batch environment.
3. Year-End Reporting
Learn how to setup and process each tax form (T4, T4A, Relevé 1 and Relevé 2), as well as, how to maintain the Pension Adjustment History.
4. Completing the Year-End Process
Take time to explore how to run year-end reports and deliver outputs, to deliver employee W-2s online, and to work with the annual statements form.
4. Annual Statements
Take the time to explore how to deliver employee outputs via Self Services and how to work with the annual statements.

SumTotal Payroll now offers training by module! Whether you’re ramping up on implementing the Payroll module or the Benefits module, the free online courses are there to get you started. Take one today!

Payroll Benefits
System Navigation
Fast Forward, the browser-based user interface for Payroll, streamlines the business tasks associated with HR and Payroll Administration. This intuitive interface facilitates your everyday work activities. Take this course to learn to navigate the interface, perform basic and advance searches, review employee profiles and use workflows.
Duration: 60 minutes
Benefits Administration Overview
By learning the key elements of Benefits Administration, you’ll be prepared to make decisions with your team and the SumTotal consultant. Explore the power of Benefits Administration with this course, then check out our courses covering Deferred Plan Administration and Welfare Plan Administration.
Duration: 45 minutes
Organizational Structure
Discover how to identify and administer HEDs by first establishing an earning or deduction at the organization level for the earning to be paid to, or the deduction taken from, an employee. In this course you will learn how to define Hours, Earnings, and Deductions (HEDs), as well as where to enter HEDs in the Payroll product.
Duration: 35 minutes
Flexible Benefits Navigation
This course walks you through the steps necessary to implement a Flexible Benefits Plan. It guides you through analyzing your current welfare plans and changes that may be necessary, setting up the Flex Master Plan (with or without using credits), the Flex enrollment process and new reporting opportunities available.
Duration: 90 minutes
Organizational HEDs
Discover how to identify and administer HEDs by first establishing an earning or deduction at the organization level for the earning to be paid to, or the deduction taken from, an employee. In this course you will learn how to define Hours, Earnings, and Deductions (HEDs), as well as where to enter HEDs in the Payroll product.
Duration: 35 minutes
Deferred Plan Administration
Explore the ins and outs of Deferred Plan Administration. This course helps you identify prerequisites to setting up Deferred Plans, establish Benefits Control Numbers for Deferred Plans, review the basic six tables and additional tables for Deferred plans, and utilize accumulation methods.
Duration: 30 minutes
Taxation
Once you have added your organization, you must activate taxes on the system. The basic payroll processing unit is the organization. In this role, the organization collects and remits taxes and reports tax information to tax authorities. Tax calculations and pay period tax reporting for employees occur at this level.
Duration: 60 minutes
Welfare Plan Administration
Discover everything you need to know about Welfare Plan Administration. Use this course to empower your decisions for your Welfare Plan, meet prerequisites for setting up a Welfare Plan, establish Benefits Control Numbers for Welfare Plans, and review Welfare Plan table entries in-depth.
Duration: 30 minutes
Garnishments
Learn how to Select and Setup a Garnishment method and the two ways to process garnishments for an organization. This course will also cover how to establish a garnishment administration control number, record HEDs for required deduction HED types, define HED ranges for garnishment types, establish HEDs for net disposable income reduction.
Duration: 40 minutes
Employee Templates
When you hire a new employee, you can use an employee template to make the hiring process more efficient. Take this course to learn how to identify the purpose of an employee template, create an employee template, modify an employee template, copy an employee template to another organization , and delete an employee template.
Duration: 30 minutes

Read About It

read.png You can find system resources in the SumTotal Payroll - North America, SumTotal Payroll - UK, and SumTotal Payroll - Australia documentation libraries. Choose your version, then download the following files to get started.
  1. Payroll User Guides: These guides, which are available for every module, cover the main concepts, features, processes, forms, reports and tools used by system administration and configuration in each area of Payroll modules. More than just a list of features, these user guides explain how to complete essential tasks and manage your application.
  2. Payroll Administrator Guides: These guides, which are available for every module, cover the Administrator tasks, functionality and components in each area of the Payroll application.

Learn More

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Advanced Administrators need to know more! Check out the Office Hours calendar for upcoming classes, or visit Resources for a list of recording classes.

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