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Configuration Training Pricing and Packages
$150 per hour
$2,400 - 20 Hour Prepaid Configuration Training
Professional Services are available for $150 per hour typically done through Configuration Training. Additional or custom 1 hour sessions are available for various additional functions.
Professional Services are not available through BeyondPay for any legal advice. BeyondPay does not offer attorney services nor offer any legal services that may be used as legal advice.
Configuration Training Sessions
Required for any TLM or HR products. We want to focus on a "train the trainer" mentality. We also want to attempt to train our Company Administrators in as much of the system as possible.
Week 1 is when all company Getting Started documents, spreadsheet with employee information, and Gathering & Requirements session is complete. We then spend a few days getting things setup and ready to begin training.
Payroll Processing of first payroll (1-2 Hours)
Payroll training and processing the first (and/or second) is always included with our payroll services. BeyondPay does not charge for training on payroll--this is always included. Professional services offers the following Configuration Training sessions for TLM Essentials, TLM Premium, HR Essentials, and HR Premium services.
TLM Premium Required Sessions
Company Admin Configuration (2 Hours) - Week 2
Primary topics: Global Setup, Profiles/Policies, Employee Management, Reporting
Goals: Exposure to the system, Comfort navigating, setup primary company settings & profiles
Homework: Login and navigate, update Global List Definitions, update Employees, configure Cost Centers
TLM Profiles & Policies Configuration (2 Hours) - Week 2 & 3
Primary topics: Pay Calculations, Pay Prep, Timesheets, Employee Management
Goals: Setup pay calcs, pay prep, and timesheets. Show how settings affect system.
Homework: Finish additional pay calcs, pay prep, and timesheet settings. Assign necessary profiles to employees.
Security & Workflow Management (2 Hours) - Week 3
Primary topics: Security, Groups, Managers, Workflow, Notifications
Goals: Familiarity with related settings. Set standard settings for manager workflow.
Homework: Finish setting up security profiles. Review Manager settings. Test by logging in as various users. Setup notifications. Train employees and start "punching".
TLM Reporting, Manager Workflow, and Timesheet Settings (2 Hours) - Week 4 & 5
Primary topics: TLM Reports, Manage Timesheets, Approve Timesheets, Exceptions
Goals: Develop steps for managers to track & approve timesheets. Customize reports to finalize workflows. Finalize timesheet settings.
Homework: Test workflows. Finalize report adjustments and timesheet settings. Train Managers.
TLM & Payroll Preparation (2 Hours) - Week 5 & 6
Primary topics: Pay Code Export Table, Time Prep, Pay Prep, Finalize Employee Settings
Goals: Review all existing settings and identify any additional items that need to be done prior to "live" payroll.
Homework: Review & finalize employee settings and information. Ensure managers are approving timesheets. Get ready for first payroll.
Post Payroll Review & Optimization (1-2 Hours)
Optional TLM Sessions
Benefit Accruals & Time Off Requests (2 Hours) - Week 3 & 4
Primary topics: Benefit accrual profiles, Time Off list, Timesheet settings, Security profiles & Notifications
Goals: Setup Time Off Requests and Benefit Accrual Profiles
Homework: Finish Benefit Accrual Profiles, enter beginning balances for employees, test time off requests by logging in as employee(s). Update Notifications with custom company language.
Scheduling 101 (2 Hours)
Primary topics: Global Policies, Setup Schedules, Assign schedules
Goals: Finalize settings and comfort with viewing, managing, and editing schedules
Homework: Ensure all necessary employees are scheduled. Test schedule-based reports and customize.
99% of training, support and advice is included with our standard payroll services. There are a few areas we offer some premium services.
General Ledger Settings and Management (1-2 Hours)
Custom Integration with Third Parties (as quoted)
Training a New Staff Member (1-2 Hours)
HR Essentials Training
101 General HR Overview & Resources Configuration (1 - 2 Hours)
Easy-to-use Report Writer
Export to Excel, PDF & More
Document Retrieval Tracking
Wiki Self-Generated Content
Company Events & News
HR Documents & Forms Creator
HR Benefit Plan Configuration & Administration (2 Hours)
Available Benefit Plans Overview via ESS
Defined Benefits Eligibility
ESS Open Enrollment
ESS Life Event Enrollment
Benefits Drive Payroll Deductions
HR Performance Management Configuration & Administration (2 Hours)
Performance Appraisal Definitions
Competencies, Goals, Core Values
ESS Employee Self-Assessment
MSS Multiple Manager Assessment
HR Recruitment Configuration & Settings (2 Hours)
Candidate Self Service
HR Recruitment Administration (1-2 Hours)
Template e-mails & Notifications
Report Settings & Views
Applicant vs. Applications
Onboarding and Offboarding Overview, Setup, and Workflow (2 Hours)
New Hire Checklist / Welcome / Workflow
Social Security Number Verification Service (optional)
I-9 Submission / Sign Off
W-4 Election / Submission
ESS Benefits Overview & Enrollment
Asset, Training & Certifications, Incident/Discipline Tracking & Management (1-2 Hours)
Company Property Management
Cases Tracking & Reporting
Incident-Based Email Notifications
Supporting Document Storage
Compensation Management, and Position & Job Management (1 Hour)
Salary Survey (PayScale integration)
ESS Benefit Statements
Job Tables & Tracking
Job Requisitions (Part of Recruiting)
HR Compliance Reporting (1 - 2 Hours)
New Hire Reporting (included with Payroll services)
Vets 100 Reporting
Workers' Comp Injuries/Claims Management