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
Leveraging Your Compensation Management Dashboard for Administrators
Approx. Length:
1 hour 15 mins (live)
18 mins (on-demand)
Recommended Audience:
Administrators
This training session will introduce you to time-saving tools that can be used to create compensation plans and manage them with the Compensation Dashboard while maintaining fair and competitive pay. This session covers how to:
- Create a compensation plan
- Set up the components of a compensation plan
- Manage existing compensation plans with the Compensation Dashboard
Leveraging Your Compensation Management Dashboard is geared towards administrators who are looking to go beyond the basics and improve their payroll processes to increase efficiencies.
Compensation Management Dashboard: Executive Summary
Approx. Length:
5 mins (on-demand)
Recommended Audience:
Administrators
This training video will take you through the steps of accessing, filtering and exporting employee data. The Executive Summary allows you to view insights within a compensation plan across all of your direct and indirect reports.
Leveraging Your Compensation Management Dashboard for Supervisors
Approx. Length:
5 mins (on-demand)
Recommended Audience:
Supervisors
This training session will introduce you to time-saving tools that can be used to create compensation plans and manage them with the Compensation Dashboard while maintaining fair and competitive pay. This session covers how to:
- Input Merit Increases for your employees
- Input Lump Sum Bonuses for your employees
- View Compensation Statements
- Leveraging Your Compensation Management Dashboard
Managing Learning with Paylocity LMS
Approx. Length:
1 hour 15 mins (live)
Recommended Audience:
Administrators
During this training, we will introduce you to the Paylocity Learning Management System. Learn how you can leverage the Paylocity LMS to provide your organization with a central location to assign, upload and track online training. This session covers how to:
- Locate and assign courseware
- Upload your own training
- Record new training
- Manage and track employee progress
Onboarding: Setup and Customization
Approx. Length:
1 hour 45 mins (live)
Recommended Audience:
Administrators
This training session covers the tools available in Paylocity’s Onboarding solution that can be used to customize your onboarding events with your organization’s branding and information. This session covers how to:
- Incorporate E-Verify into your Onboarding process
- Customize the employee view with tasks, events, welcome emails, and more
- Identify which tools are best to implement for your organization and more
*To be federally compliant, in order to use E-Verify, all users are mandated to watch the E-verify and Onboarding training and pass a post-course assessment with a score of 70% or better.
Onboarding: Launching to New Hires
Approx. Length:
1 hour 30 mins (live)
Recommended Audience:
Administrators
This introductory training session on Paylocity’s Onboarding solution familiarizes you with how to use Onboarding to initiate an onboarding event and generate a pay record for a new employee. Enroll in our on-demand training titled E-verify and Onboarding if you would like to incorporate E-Verify into your Onboarding process. This session covers how to:
- Identify the benefits of using an automated onboarding system for your organization
- Launch an onboarding event and complete related tasks
- Create an employee record for new hires and more
*To be federally compliant, in order to use E-Verify, all users are mandated to watch the E-verify and Onboarding training and pass a post-course assessment with a score of 70% or better.
Onboarding for Administrators
Approx. Length:
25 mins (on-demand)
Recommended Audience:
Administrators
This training walks you through Paylocity's Onboarding solution and how it can be used to customize your onboarding events with your company's branding and information.
E-verify and Onboarding
Approx. Length:
40 mins (on-demand)
Recommended Audience:
Administrators
During this training, we’ll acquaint you with E-Verify. This session covers:
- An overview of the service and specific details regarding Employer Responsibilities and Worker Rights
- Demonstrate of how E-Verify works with Paylocity’s Onboarding solution, including configuring New Hire Event Packets and completing both the I-9 Employment Eligibility Task and the I-9 Eligibility Verification Task
- How to complete the E-Verify Task, review results, and close cases
*To be federally compliant, in order to use E-Verify, all users are mandated to watch the E-verify and Onboarding training and pass a post-course assessment with a score of 70% or better.
Engaging New Hires Before Day One
Approx. Length:
37 mins (on-demand)
Recommended Audience:
Administrators
This training session explores using Paylocity’s Onboarding solution to make a good impression on new hires during the onboarding process, increase retention, and deliver better ROI on hiring. Engaging New Hires before Day One is geared towards administrators who are looking to go beyond the basics and improve their onboarding processes to increase effectiveness. This session covers how to:
- Identify the connection between effective onboarding and new hire retention
- Create custom Welcome Message Topics, Tasks, and Notifications that engage your new hires early
- Use the resources provided to find additional information as you need it
Driving Business Results Through Strategic Onboarding
Approx. Length:
1 hour (on-demand)
Recommended Audience:
Supervisors, Administrators, Decision Makers
Suggested Courses:
Engaging Hires Before Day One, Onboarding: Launching to new hires, Onboarding: Setup and Customization
Successful organizations understand the impact the new employee experience can have on driving tangible business results. Regardless of industry, company size or geography, an intentional onboarding program can potentially increase employee engagement, boost customer satisfaction and sales, and decrease turnover – all key factors in building and scaling a healthy organization. In this session, learn how FORUM Credit Union made a dramatic transformation from a lackluster onboarding experience to a comprehensive, award-winning program. Participants will explore proven opportunities and strategies that drive performance (and profits!) through onboarding. Even if you’re just getting started, you’ll walk away from this session with an arsenal of ideas and 5 must-capture metrics for proving results through onboarding.
- Recognize the potential impact of the employee experience on critical business metrics
- Communicate the value of a comprehensive onboarding program to organizational stakeholders and business leaders
- Improve organization’s onboarding program with easy-to-implement strategies
- Access an appendix of curated tools and resources on the subject of onboarding to use in developing or updating their current program
Performance Management for Administrators
Approx. Length:
2 hours (live)
45 mins (on-demand)
Recommended Audience:
Administrators
During this training, we’ll guide you through creating custom reviews to manage employee performance as well as discuss ideas for creating forms for a variety of situations outside of the standard, regular interval performance review process. This session covers how to:
- Create the varying aspects of the Review Form including Review Items
- Rating Scales and Goal Categories
- Assign forms to one or multiple employees
- Manage Review Form assignments and locate Goals, Feedback, Impressions, and Journal entries on the review form
Performance Management for Reviewers
Approx. Length:
26 mins (on-demand)
Recommended Audience:
Administrators, Supervisors, Decision Makers
In this session, you see the easy process for managing performance tasks as a supervisor or reviewer. We cover how to:
- Create journal entries, goals, and feedback requests
- Complete the Performance Management process from start to finish, including accessing the review, entering ratings and comments, and weighing goals
- Upload supporting documentation, printing, and signing the form
Performance Management for Employees
Approx. Length:
8 mins (on-demand)
Recommended Audience:
Employees
In this session, we show how easy it is to manage your performance review. We review how to:
- Access your review form
- Enter ratings and comments
- Sign and complete the form
- Provide feedback
- Manage goals
Beyond 360 Feedback: Optimizing Feedback in Performance Management
Approx. Length:
36 mins (on-demand)
Recommended Audience:
Administrators
Suggested Courses:
Performance Management for Administrators
We show you how to get the most out of the feedback feature within Performance Management. We also review best practices on eliciting feedback and optimizing your feedback process. This session covers how to:
- Set up feedback journal templates and customized requests
- Identify the most impactful feedback channel
- Leverage your expertise to implement feedback features
Recruiting: Setup and Customization
Approx. Length:
1 hour 40 mins (live)
Recommended Audience:
Administrators
Learn the basics of Paylocity Recruiting. We teach you how to set up and customize your Recruiting workspace. If you want to decrease your average hire time, streamline your recruitment process, and engage your applicants, this course is for you. In this session, you learn how to:
- Embed branding elements into your Careers Page
- Find high-achieving candidates by utilizing Screener and Knockout Questions
- Incorporate automation features Email Templates and Automated Email Replies
Recruiting: Managing the Hiring Process
Approx. Length:
1 hour 15 mins (live)
Recommended Audience:
Administrators
Recruiting gives you intuitive tools to streamline your hiring process. In this course, you learn how to automate communications with potential hires and improve your hiring process for you and your newest employees. You see how to:
- Create and post jobs to your Careers Page and other job boards
- Use Notifications in a variety of ways to keep your team informed
- Move hired candidates from Recruiting into HR and Payroll
Paylocity Recruiting
Approx. Length:
39 mins (on-demand)
Recommended Audience:
Administrators
Learn the basics of Paylocity's Recruiting solution. We'll teach you how to setup and customize your Recruiting workspace and walk you through how candidates interact with the tool including applying to a job and other candidate actions.