Time Management - Payroll

Lesson Plan - August 30, 2021

At the end of the Time Management - Payroll lesson, the client and targeted users will be able to perform all the necessary configurations and actions related to the payroll process in maestro*.

 

UnitPAY01 - Preliminary Analysis and Configuration

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

The objective of this lesson is for the user to be able to perform and understand the complete payroll process and project costs (salaries and internal equipment), for hour entry, pay cheques, and govermentment rebates. More precisely, at the end of this class, the user will be able to complete the general settings of both the Payroll and Time Management modules.

PREREQUISITES

  • Security
  • General Ledger
  • Project Management

OPTIONAL PREREQUISITES

  • Contact Management
  • Document Management
  • Analysis;
  • Payroll - Configurations
    • General
    • Accounts
    • Printing Cheques
    • Direct Deposit
    • Records of Employment
  • Time Management - Configurations
    • General
    • W/C - CSST / Marginal Benefits
    • Timesheet
  • Discussion on the current process (strengths and weaknesses);
  • Explanation of the different methods to enter hours;
  • Explanation and completion of the basic configurations, which will guide the implementation;
  • Decision-making.

 

 

HOMEWORK

  • Reflect on the discussions

1h

Pilot

Paymaster

 

UnitPAY02 - Configurations

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the designated users will be able to complete all necessary configurations to produce payrolls in maestro*.

Time Management

  • Payroll Modules
    • Define Government Tables
    • Define Committees
    • Define Work Categories
    • Define Trades
    • Define Pension Plan
    • Define Appendix
    • Define Unions CCQ
    • Define Years or Level
    • Define Hourly Rates
    • Social Benefits Management
    • Set Pay Periods
    • Bonus and Deduction Management
    • Employee Management
  • Optional Modules
    • Zone Management
    • Define Groups
    • Define Group Insurances
    • Security Groups
    • Union / Master Union Management
    • Define CCQ Status
    • Define Calculation
  • Time Management Modules
    • Define Occupation Types
    • Define W/C - CSST (optional)
    • Equipment Management
    • Define Equipment Types
    • Default Premium /Advanced Default Bonus
    • Accounts by Department
    • Define PBB Activities
    • Define Work Shifts
  • Review of previous concepts and homework validation;
  • Explanation and completion of the different management windows, according tot he needs of the client and system requirements, to automate data entry;
  • Excel import of various databases if needed.

 

HOMEWORK

  • Finalize configurations and data entry, if needed

5h

Pilot

Paymaster

 

Unit PAY 03 - Payroll Process - Part 1

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

At the end of this lesson, the designated users will be able to produce payrolls in maestro*, as well as generate different reports and necessary documents.

Project Time

  • Functions
    • Enter Hours
    • Compile Project Hours
  • Payroll Module
    • Close a Pay Period
    • Time Management (if needed)
    • Compile and Read Project Hours
    • Payroll Calculation
    • Detailed Payroll List
    • Print GL Entries (if needed)
    • Print Cheques
    • List of Payroll Deposits
    • Bank Deposit File
    • Transfer to Accounting
  • Accounting Module
    • Payroll Reconciliation
    • Payroll Reconciliation Report
    • W/C - CSST Report
    • W/C - CSST Recognition
    • PBB Report
    • Project Base Burden Recognition
    • Equipment Cost Report
    • Accounting of Equipment Cost
    • Entry in internal and current bank accounts (if necessary)
  • Optional
    • Timesheets
    • Enter Hours - Invoicing (optional)
    • Overtime Calculation (optional)
  • Review of previous notions and homework validation;
  • Explanation and demonstration of the payroll process, according to the client's needs and system requirements;
  • Import of different hour transactions in Excel files, if necessary;
  • Validation of the payroll process and of the results with some employees;
  • Bank deposit file test with the bank;
  • Validation of accounting entries;
  • Validation of the different reports.

 

HOMEWORK

  • Practice the payroll process and validate the obtained results;
  • Test the mailing of the bank deposit file with the bank;
  • Validate accounting entries;
  • Validate the obtained information on the different reports.

6h

Pilot

Paymaster

 

Unit PAY 04 - Payroll Process - Part 2

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the designated users will be able to verify payrolls, generate the different reports linked to the latter, and validate the amounts.

Review and Validation of the Payroll Process

  • Reports
    • CCQ Employer's Monthly Report
    • Government Remittances
    • Miscellaneous Reports (garnishee, group insurance, pension plans, statutory holidays, etc.)
  • Report Before Transfer
    • Check Hours
  • Report After Transfer
    • Pivotal Hours Analysis (configurable report, that can include the following reports)
      • List of Hours
      • List of Hours/Projects
      • List of Hours/Equipment
      • List of Working Hours
      • Compile Project Hours
      • Hours Approval List
      • Hours Report
      • Employee Cost per Hour
      • Employee Cost per Hour by Project
  • W/C-CSST Report by Project
  • W/C - CSST Detailed Report by Project
  • W/C - CSST Annual Report
  • Pivotal W/C - CSST Analysis
    • Layoff
    • Advances
    • Cancel a Pay
    • Etc.
  • Review of previous notions and homework validation;
  • Validation of the payroll process and its results for employees (between 50 to 100% of employees);
  • Test of the bank deposit file with the bank;
  • Validation of accounting entries;
  • Validation of the various reports.

 

HOMEWORK

  • Practice the payroll process and validate the results;
  • Test the bank deposit file with the bank;
  • Validate accounting entries;
  • Validate the various reports.

6h

Pilot

Paymaster

Unit PAY 05 - Form Validation

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the designated users will be able to use maestro*'s forms linked to the payroll, which will have been set up according to their needs.

  • Payroll Cheques
  • Direct Deposits
  • Union, if needed
  • Miscellaneous Reports, if needed
  • Review of previous concepts and validation of completed tasks as homework;
  • Configuration of maestro* forms to print the client's pre-printed forms.

 

 

HOMEWORK

  • Validation of the various forms

To be determined

Pilot

Paymaster

 

UnitPAY06 - Coaching - First Payroll

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

Coaching of the client in performing their first payroll.

 
  • Coaching of the users in using maestro* to perform the payroll for the first time.

6h

 

Pilot

Paymaster

 

UnitPAY07 - Coaching - Second Payroll

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

Coaching of the client in performing their second payroll.

 
  • Coaching of the users in using maestro* to perform the second payroll.

5h

 

Pilot

Paymaster

 

UnitPAY08 - Conclusion

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the client will have shown the necessary knowledge and skills to set, perform, and analyse the payroll in maestro*.
  • Validate learnings;
  • Review of the security settings.
  • Validate leanings;
  • Review of the security settings.

 

HOMEWORK

  • Prepare the next training sessions

1h

Acquired competencies form - PAY

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