Full Course Catalog
We've included some of our most popular courses here, but you can find a complete listing of all our available courses in our catalog. Our training is free and unlimited to our all of our customers. Options include our popular Virtual Instructor-Led courses and On Demand videos delivering targeted and focused self-paced content.
featured courses
Getting Started With Paylocity
Approx. Length:
1 hours 25 mins (live)
40 mins (on-demand)
Recommended Audience:
Administrators
Suggested Courses:
Create Connections With Community , Getting Ready for Your First Payroll, Getting Ready for Your First Punch, Getting Ready to Manage Benefits
Dive in to the Paylocity experience and the implementation process. We’ll explore where you are now, what tasks to prepare for, and what you can expect. You’ll also get an overview of how your employee data is managed, and instructions for accessing additional training and resources. After this course, you’ll be able to:
- Identify implementation tasks that require input and action
- Identify where the product suite connects to the steps of the employee journey
- Determine ways to input and manage employee data
- Access PEAK, Training Catalog and the LMS
Enhanced HR, Part 1 of 2
Approx. Length:
1 hours 30 mins
Recommended Audience:
Administrators
Suggested Courses:
Getting Started with Managing Employee Data
- Navigate the Employee Record
- Track Company Property
- Track Skills and Events
- Manage Employee Reviews
- Store Employee Documents
- Access Reports
Enhanced HR, Part 2 of 2
Approx. Length:
1 hours 30 mins
Recommended Audience:
Administrators
Suggested Courses:
Getting Started with Managing Employee Data
- Set up Date Triggered Notifications
- Utilize HR Actions to Create Events
- Perform OSHA Tracking
- Create a Custom Field
- Leverage Reporting & Data Insights
Automating the Employee Lifecycle
Approx. Length:
1 hour 16 mins (on-demand)
Recommended Audience:
Administrators
Suggested Courses:
Getting Started with Managing Employee Data
Enhanced HR
This session shows you how to utilize Paylocity’s total integrated solution to make manual processes automated throughout each phase in the employee’s lifecycle. This session covers how to:
- Identify processes for automation
- Use different solutions to automate processes
- Reduce manual paperwork in your organization
Diversity Equity & Inclusion Webinar: Utilizing PCTY System Tools
Approx. Length:
51 minutes (on-demand)
Recommended Audience:
Administrators
TThis webinar will review Paylocity's release of sensitive data fields related to diversity, equity and inclusion. This session will familiarize you with how to utilize events to launch the Diversity and Inclusion Event to employees. It will describe where the sensitive data is visible, point out available reporting to help track sensitive data fields employees have completed and identify available resources.
Time Off & Leave Tracking
Approx. Length:
1 hour (live)
Recommended Audience:
Administrators
Learn how to automate time-off request processes for employees and track leave events in HR and Payroll, plus:
- Review time-off requests as an administrator or supervisor and make accrual balance adjustments
- Track a leave of absence and FMLA request
- Easily produce a report on accrual balances/history and FMLA and leave events
Create Connections With Community
Approx. Length:
1 hours 25 mins (live)
Recommended Audience:
Administrators
Suggested Courses:
Getting Started With Paylocity, Getting Ready for Your First Punch, Getting Ready to Manage Benefits, Enhanced HR Part 1, Enhanced HR Part 2
It all starts here. In this course, you will get a better understanding of how Community tool is the center of your Paylocity experience. You’ll see what the future with PCTY could look like and how to get there with Community, hear how other clients have made Community work for them, plan for the best way to set up during implementation, get some additional resources, and get some practice using Community to communicate with your employees. You will be able to:
- Create groups, threads, announcements and search in Community
- Identify what Community configuration options fit your company
- Create a plan for using Community to maximize employee engagement across the suite
- Use and share employee resources for Community
Maintaining Compliance
Approx. Length:
1 hour 30 mins
Recommended Audience:
Administrators
Suggested Courses:
Enhanced HR
In this session, we guide you through our Compliance Dashboard to analyze components of compliance. See how the Compliance Dashboard can provide a centralized location for many of your compliance needs. This session covers how to:
- Use the I-9 component of the Compliance Dashboard
- Create and manage document acknowledgements for employees to sign and complete
- Use the EEO component
ACA Dashboard & Analytics
Approx. Length:
1 hour 30 mins
Recommended Audience:
Administrators
Suggested Courses:
ACA: Maintenance with Managing Employee Data
Understand navigating Paylocity’s ACA Dashboard and leveraging its features to identify ACA critical items such as large employer status, full-time eligibility, and affordability. In this session, you learn about automated ongoing form capture, how to extend and track offers of coverage, and analytics. The target audience for this session are users currently in the process of implementing the ACA feature within their organization.
Recommendation: Prior to taking this course, it's suggested you complete Employee Maintenance [Interactive or On-Demand] training.
ACA: Maintenance
Approx. Length:
1 hour 30 mins
Recommended Audience:
Administrators
Suggested Courses:
ACA Analytics & Dashboard
Getting Started with Managing Employee Data
Review maintaining your ACA Dashboard on a monthly and annual basis, including updating company- and employee-level info necessary to remain in compliance with the Affordable Care Act. In this session, you learn how to make adjustments for the accuracy of your ACA-related plan info, appropriately respond to various alerts and notifications, and how to leverage ACA reporting both inside and outside the ACA system. The target audience for session are users with an established and functioning ACA setup.
Recommendation: Prior to taking this course, it's suggested you complete Employee Maintenance [Interactive or On-Demand] training
ACA Dashboard and Maintenance
Approx. Length:
17 mins (on-demand)
Recommended Audience:
Administrators
During this training, we'll introduce you to the basics of the Affordable Care Act (ACA). This training covers:
- Using the FTE Chart
- Sending an Offer of Coverage and uploading the Evidence of Offer
- Reviewing the Eligibility Chart
- Reviewing the Affordability Chart and modifying Benefit Class
Reporting
Approx. Length:
1 hour 30 mins (live)
Recommended Audience:
Administrators
Suggested Courses:
Data Insights
During this training, we look at our standard reports in Payroll & HR and cover:
- Standard reports essential for payroll processing
- Navigating Reports Library
- Customizing report filters
- Generating reports
- Creating report groups and scheduling reports
- An intro to Data Insights charts
Basic Report Writer
Approx. Length:
1 hour 30 mins (live)
Recommended Audience:
Administrators
Suggested Courses:
Advanced Report Writer
This session covers the basics of creating a report and how to:
- Extract info from Payroll & HR to make informed decisions for the future
- Insert report fields
- Sort and group data
- Implement filtering options
Advanced Report Writer
Approx. Length:
1 hour 30 mins (live)
Recommended Audience:
Administrators
Suggested Courses:
Basic Report Writer
This training builds upon the info covered in our Basic Report Writer session. We look at how to incorporate advanced Report Writer features, enabling you to better interpret your Payroll & HR data to drive business decisions. During this session, we’ll cover how to:
- Create custom fields
- Build additional filters
- Create code groups