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Creating a Payroll Manual: Putting Your Procedures Into Writing

Do you have a payroll manual that is up-to-date and legally sound? Learn what needs to be included and how to respond if the DOL comes knocking.In today’s litigious environment, it is a good time to audit and update your company’s payroll procedures and manual. This topic is intended to provide you with information on how to put together a payroll procedures manual. This material will cover what goes into a payroll procedures manual, how to conduct an internal payroll audit, how to document payroll procedures, drafting payroll policies, and how to address employee complaints about their paycheck and dealing with DOL investigations.


Runtime: 100 minutes

What Is a Payroll Manual?

A payroll procedures manual is a single document that collects all of your organization’s processes and policies regarding how employees get paid. Creating a payroll manual — and making it part of your organization’s broader culture — has a number of benefits:

  • Accuracy: When processes are clearly spelled out, it increases the chance they will be followed the same way each pay period. This means fewer errors, less work for administrative staff and increased employee satisfaction.
  • Consistency: Having a set of standardized policies written out prevents the payroll department from becoming dependent on the expertise of a single individual. If a key HR staff member is out of the office, a payroll manual will ensure employees are still able to have their questions answered and their pay processed correctly and on-time.
  • Training: A payroll procedures manual is a valuable training tool that can be used to quickly onboard new hires. If a team member leaves suddenly or if there are issues that arise after they’re gone, having an up-to-date payroll manual will clear up any confusion easily.
  • Documentation: Clearly articulated policies are an essential part of overall organizational transparency. A payroll manual that spells out company policies and includes provisions for documenting and storing pay records can be critical in the event of an investigation by your local labor board.
  • Conflict resolution: Payroll manuals should contain protocols for resolving disputes in a fair, equitable manner. If there’s a problem with an employee’s pay, or any other concern, a well-written payroll manual will provide tools for addressing it or escalating the issue as necessary.
  • Efficiency: Too often, long-time staff get into unproductive habits. Creating a payroll manual is an opportunity to look at what works and what doesn’t, to streamline processes and improve accountability, and ultimately to help your HR and accounting teams work more effectively.

In this program, you’ll gain a set of tools that can be used to create an effective payroll manual for your organization. This program can be useful for bookkeepers and other payroll staff, as well as managers and executives. It is broad enough in scope to be applicable to businesses and nonprofits of any size, in virtually any industry.

Program Background and Credits

Like all our programs, “Creating a Payroll Manual: Putting Your Procedures Into Writing” reflects the latest laws and regulations as well as the practical experience of our subject matter experts. Your instructor for this webinar is Julie A. Pace, a senior member in The Cavanagh Law Firm whose practice is concentrated in the fields of employment, human resources and related topics.

Upon completion of this OnDemand training program, you may be able to qualify for continuing education credits with your state board of public accountancy, as well as with the American Institute of Professional Bookkeepers (AIPB), the HR Certification Institute and the Society for Human Resource Management (SHRM). See the Credits tab for further details, or contact our customer response team directly with any specific eligibility questions you have.

Explore Your Training Options

“Creating a Payroll Manual: Putting Your Procedures Into Writing” was originally developed as a live program and is currently available through our OnDemand archive. OnDemand content is available in three formats:

  • As an audio/slideshow presentation that can be streamed online at anytime
  • As a PDF reference manual and MP3 audio file sent to you on a USB drive
  • As an MP3 audio recording that can be downloaded directly to your computer

Files and streaming content are compatible with any computer or mobile device and typically won’t require any additional software or driver downloads. All it takes is a few minutes to sign up and start your payroll manual training online.

Save Money With an All-Access Pass or Enterprise License

Any dedicated HR or accounting professional can benefit from ongoing training, regardless of whether or not they have an annual continuing education requirement to fulfill. To make it easy and cost-effective to stay on top of the newest changes to your field, we offer two value-priced training subscription options. While all our training programs and OnDemand courses are all available to purchase individually, you can save money with:

  • An All-Access Pass. A Lorman Education Services All-Access Pass costs $699 and provides 12 months of individual access to an unlimited number of training programs. Take as many courses from our archive as you want, and be sure to sign up for our mailing list to ensure you never miss a live program of interest.
  • An enterprise license. Looking for payroll manual training for your entire team? Enterprise licenses are available for groups of up to 25 people. Enjoy unlimited access to our full catalogue for a 12-month period starting at $7500 — contact our office directly for more information. Whichever pricing option works best for you, you’ll enjoy an unbeatable combination of convenient, accessible programming and incisive content when you learn with Lorman Education Services.

Other Payroll Training Options

An All-Access Pass or enterprise license is the perfect way to explore our full catalogue of training programs for less. In addition to “Creating a Payroll Manual: Putting Your Procedures Into Writing,” other courses that might be of interest to you include:

  • Payroll Reconciliation and Reporting — Getting It Right the First Time
  • Start Profiting From Payroll — How You Can Make Payroll a Profit Center
  • Using Payroll Audits to Detect Errors and Fraud

Our OnDemand archive contains more than 12,000 programs, many of which look at common payroll and accounting issues from a national or state-specific perspective. Additionally, we host dozens of live training sessions every month, and old courses are periodically refreshed to ensure they reflect the latest laws, regulations and best practices in your industry.

Who Can Benefit?

Through our programming, you’ll gain skills that will help you work more efficiently, minimize errors, simplify regulatory compliance and grow your career in interesting new directions. If you’re an independent bookkeeper or other freelancer, our training will help you retain existing clients and attract new ones by developing a reputation for accuracy and professionalism.

If you’re a recent graduate or are new to the job market, the commitment to career development you demonstrate by taking our courses will set you apart from your peers. If you’re further along professionally, our programming will help you stay on top of changing laws, best practices and technologies.

Why Make Lorman Education Services Your First Choice for Payroll Manual Training?

Lorman Education Services is the smart choice in professional development training for payroll and bookkeeping professionals. Since 1987, we’ve been developing innovative distance learning programs. To date, more than 1.4 million individuals have used our courses to gain new skills and advance their careers.

Creating a payroll manual is a small but critical requirement for any business. Like all business tools, payroll manuals must be developed and implemented with clear purpose, and be based on the realities your organization faces rather than a one-size-fits all solution.

In this course, you’ll learn the difference between a manual that is merely functional and one that can actually help you run a more productive operation. Upon completion, you’ll be able to take the skills you’ve learned back to your job and apply them to develop better overall processes, systems and documentations.

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Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Items to Consider Including in a Payroll Procedures Manual

  • Payroll Practices
  • Code of Conduct
  • Integrity and Compliance
  • Audits
  • Record Retention
  • Compliance With Wage and Hour Rules
  • Travel Time
  • Review of Timecards or Time Records
  • New Hire Reporting
  • I-9 and E-Verify Procedures
  • W-4s and W-9s
  • EEO-1 and Vets 100 Reports
  • Affirmative Action Requirements, If Applicable
  • Safety and Security Procedures
  • Affordable Care Act Penalty Calculations
  • Tips and Strategies for ACA Reporting and Forms

Handling Complaints by Employees

  • Paycheck Audits
  • Other Types of Complaints

Responding to Government Inquiries

  • Handling SSN No Match Letters
  • Handling Third-Party Inquiries About Identity Issues
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More Program Information

Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on June 13, 2017.

Call 1-866-352-9540 for further credit information.

  • AIPB 2.0
     
  • This program is acceptable for 2.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • HR Certification Institute 1.75
     
  • This E-Learning program has been approved for 1.75 recertification credit hours toward general recertification through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.
     
  • SHRM 1.5
     
  • Lorman Education Services is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.5 PDC(s) for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrmcertification.org
     
  • AL CPE
     
  • This course is acceptable for 2.0 live credit hour(s) through the Alabama State Board of Public Accountancy.
     
  • GA CPE
     
  • This program is applicable for CPE credit. *The Georgia State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • IA CPE
     
  • This program is applicable for CPE credit. *The Iowa State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • IN CPE
     
  • This program is applicable for self study CPE credit. *The Indiana State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • KY CPE
     
  • This Ondemand program is applicable for CPE credit. *The Kentucky State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • MA CPE
     
  • This Ondemand program is applicable for CPE credit. *The Massachusetts State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • MD CPE
     
  • This course is not pre-approved for CPE credit in your state however, it is applicable. *Please check the rules and requirements in your state for compliance.
     
  • ME CPE
     
  • This Ondemand program is applicable for CPE credit. *The Maine State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • MI CPE
     
  • This Ondemand program is applicable for CPE credit. *The Michigan State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • MO CPE
     
  • This Ondemand program is applicable for CPE credit. *The Missouri State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • MT CPE
     
  • This Ondemand program is applicable for CPE credit.* *The Montana State Board of Accountancy has final authority on the acceptance of individual courses and providers. Please check the rules and requirements for CPE compliance and calculate the amount of credit hours you can claim for self study courses.
     
  • ND CPE
     
  • This Ondemand program is applicable for CPE credit. *The North Dakota State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • NH CPE
     
  • This Ondemand program is applicable for CPE credit. *The New Hampshire State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • NV CPE
     
  • This Ondemand program is applicable for CPE credit.*The Nevada State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • OH CPE
     
  • This Ondemand program is applicable for CPE credit. *The Ohio State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • PA CPE
     
  • This Ondemand program is applicable for CPE credit. *The Pennsylvania State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • TX CPE 1.5
     
  • Lorman Business Center, Inc. has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program. This program qualifies for 1.5 hours of continuing professional education.
     
  • VA CPE
     
  • This Ondemand program is applicable for CPE credit. *The Virginia State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • WA CPE
     
  • This Ondemand program is applicable for CPE credit.* *Please check the rules and requirements in your state for compliance.
     
  • WY CPE
     
  • This Ondemand program is applicable for CPE credit. *The Wyoming State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

  • Those applying for AIA and HRCI must view 100% of the program and answer the questions following the program.

Audio & Reference Manual

No credit available.

MP3 Download

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More Program Information

Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Julie A. Pace

Julie A. Pace

The Cavanagh Law Firm

  • Senior member in The Cavanagh Law Firm
  • Practice is concentrated in the fields of employment, health care, construction, I-9s, E-Verify, Human Resources, EEOC, DOL, Davis-Bacon, NLRB, ERISA, OSHA training, investigations and drugs and alcohol
  • Fellow of the Litigation Counsel of America
  • Frequent speaker and author on a variety of employment, OSHA, drug and alcohol, disciplining and terminating employees, I-9, respect at work and anti-harassment topics
  • Co-editor of three books on human resources, employment law, and I-9 and E-Verify, published by the American Chamber of Commerce Resources, LLC
  • Recipient of Arizona Business magazine’s 2008 Centers of Influence Award, which recognizes the 10 leading attorneys in Arizona
  • Named one of Arizona's finest lawyers, 2014 to date
  • J.D. degree, cum laude, Arizona State University; B.S. degree in business administration, magna cum laude, Arizona State University
  • Can be contacted at 602-322-4046 or [email protected]
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Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 400480
Published 2017
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