Ceridian Training Ceridian Course Catalogue 0
Contents Catalogue Introduction... 2 Venue Information - Manchester... 3 Venue Information - Reading... 4 Product Suite... 5 HRevolution...5 Ceridian Pay & People...5 Ceridian Online Reporting (COR)...6 Online Payroll Documents (OPD)...6 Source...7 Ceridian Payroll Solution 1...7 Course Syllabus... 8 Central HR (Classroom Training)...8 HRe Payroll Basic (Classroom Training)...9 HRe Payroll Advanced (Classroom Training)...10 HRe Report Builder (Classroom Training)...11 HRe Data Exporter (Web Training)...12 HRe Payroll Managed (Web Training)...13 HRe Payroll Conversion (Classroom Training)...14 HR User (Web Training)...15 HR Set Up (Web Training)...16 Payroll (Web Training)...17 User Maintenance (Web Training)...18 Payroll Assist (Web Training)...19 COR User (Web Training)...20 COR Administrator (Web Training)...21 OPD Administrator (Web Training)...22 Source HR End User (Classroom Training)...23 Source HR Super User (Classroom Training)...24 Source Payroll (Classroom Training)...25 Source (SQL) Reports (Classroom Training)...26 Ceridian Payroll Solution 1 (Classroom Training)...27 Ceridian Payroll Solution 1 Advanced (Classroom Training)...28 Ceridian Payroll Solution 1 Managed Payroll (Classroom or Web Training)...29 Ceridian Payroll Solution 1 Conversion Workshop (Classroom Training)...30 Ceridian Payroll Solution 1 Conversion Web (Web Training)...31 Training Day Format at Ceridian Site... 32 1
Catalogue Introduction Ceridian UK provides a comprehensive range of training solutions to compliment our award winning HR and Payroll product portfolio. Our team of professional trainers have the ability to deliver training solutions to companies of all sizes from one employee to large corporations with in excess of 70,000 employees. Our courses are designed and delivered to help you develop a solid understanding of our products. Whether you are a first time user or just require refresher training, you can expect to receive professional training that will add value to your organisation. In addition to our regularly scheduled classroom courses we also provide instructor led web training and e-learning solutions. Our training solutions can be delivered out of our dedicated and fully equipped classrooms based in Reading and Manchester or at your own facility. This course catalogue provides information on our product suite and syllabus for scheduled courses. Should you have any further queries, please feel free to contact us at: trainingenquiries@ceridian.com. Web: www.ceridian.co.uk 2
Venue Information - Manchester Ceridian - 6th Floor The Victoria 150-182 The Quays Salford M50 3SP Tel : 0161 888 8659 By Road - Leave the M602 at Junction 3. Take the Trafford Road exit from the roundabout at the end of the motorway. From Trafford Road turn onto Broadway, signposted for the Lowry Centre. At the first roundabout bear right (Broadway). Then take the first left into Ohio Avenue. The car park entrance is on the right about 50 yards before the end of the road. (Note, the car park door at the end of the road is the exit). By Rail - From Piccadilly Station take the Metrolink, Eccles Line, to Harbour City Station which is just outside The Victoria. 3
Venue Information - Reading 100 Longwater Avenue 1st Floor, North Wing Green Park Reading Berkshire RG2 6GP Tel : 0118 922 3600 By Public Transport - A Park & Ride Bus Service operates every 7 8 minutes to Reading railway station and town centre. From the M4 - Take junction 11 for Reading. Follow the A33 towards Reading Town Centre. The Madejski football stadium will be on your left. Go straight across the first and second roundabouts, and past B&Q on your left. At the third roundabout, take the second left onto Green Park. Continue straight across the traffic lights, and 100 Longwater Avenue will be the first building on your left. 4
Product Suite HRevolution Ceridian HRevolution is our next-generation solution for managing your people. Add value to your HR by selecting the on-demand modules you need, bringing together your HR and Payroll operations. All modules are web-delivered and on-demand, meaning that you benefit from a fully hosted, secure and backed-up technology platform without the worry of installation and maintenance. Central HR Powerful, adaptable workflow is the key feature of Ceridian HRevolution. Automate manual tasks strip out unnecessary costs by radically altering how HR processes are carried out. Workflow gives you the power to get the basics down correctly, quickly and efficiently. The management information feature puts HR data at your fingertips. Powerful, paperless reporting provides all stakeholders with multiple options, giving an integrated view of people, financial and organisational information. Payroll Our payroll engine ranks as one of the most powerful on the market. Whether acting as a nextgeneration in-house payroll service or as the platform for a fully managed service, you have your own virtual payroll department integrated with your HR data. Employees will receive their payslips online through the Self Service portal, as well as P60 information. We maintain it. We upgrade it. You benefit from it. Ceridian Pay & People Pay & People HR and Payroll Ceridian Pay & People is a flexible package of technology and services designed specifically for businesses with less than 500 employees. You can tailor the technology and service elements to meet your exact needs and make world class HR & payroll efficiencies a reality for your business. Whether you take direct responsibility for HR and payroll or have a team to help you, Ceridian Pay & People can free up your time, enabling you to focus fully on the core business. The services are brought together using the Pay & People Portal, a technology umbrella which allows the management and coordination of the other services, where appropriate. The 5
technology portal is also a fully functional HR system facilitating all of the employer and employee HR services commonly required. It acts as both an employee database and also a hub for workflow and communications between the various functional modules and employees. Together, these services can be combined to provide whatever specific set of support is needed by the customer. Pay & People Access from Everywhere Everyone in a company can play their part in keeping your business running smoothly, with employees responsible for inputting their own holiday requests, sickness information and personal data. Managers can then record warnings, grievances, suspensions and probation periods. Automatic alerts can be set to remind them of key dates and actions. They can also view holiday and sickness patterns and check payments made. Ceridian Online Reporting (COR) Ceridian Online Reporting (COR) is used for reporting on UK payroll and is a standard offering for new customers and re-signs, rather than traditional paper reporting. This is a major change for our industry, improving competitive advantage of our payroll solutions, offering a faster and better service to our customers. COR is part of HRevolution and was the first application launched under the new Customer Applications Portal. Online Payroll Documents (OPD) Online Payroll Documents (OPD) is part of the HRevolution Portal accessed through the same log-on as Ceridian Online Reporting. Online Payroll Documents enable a payroll customer to deliver things like payslips and P60 s to their employees over the Internet. There is an interactive element to the system, where helpful descriptions of payslip items can be viewed by hovering the cursor over them. Pay history will also be available from the beginning of the tax year and navigation between current and archived pay slips has never been easier. The system also has self-registration, where employees answer a range of security questions to sign-up for the service or to reset forgotten passwords. This takes away the workload from the payroll/hr department. 6
Source Source is a fully integrated HR and Payroll tool for managing your company s relationship with its employees and administering your employment responsibilities. Source is tailored to meet the needs of all companies whether you require an HR (Human Resource) package to manage personnel and organisation demands, or a system to meet your payroll needs. You can manage the entire range of employment data, from hiring or terminating an employee to entering temporary payroll data. Because Source integrates data, you save time and improve reporting accuracy by entering data once for all functions to share. Source s modular structure means that a payroll clerk doesn t need to know everything about the HR business procedures of Source, and an HR administrator doesn t need to fully understand payroll issues. In addition, comprehensive security lets you control exactly what each staff member can see and do in Source. The modular design also lets you progressively licence additional Source functions as your needs grow. Ceridian Payroll Solution 1 Ceridian Payroll Solution 1 (CPS1) is a Microsoft Windows based product, features include, basic back pay and flexible payroll options. Ceridian Payroll Solution 1 also has in-built simple to use but powerful reporting, exporting and importing capabilities. 7
Course Syllabus Central HR (Classroom Training) This course is designed for those within the HR department who are responsible for coordinating and maintaining the day to day management of employee data within an HR system. Delegates must have basic PC keyboard skills Delegates must be proficient in a Microsoft Windows environment Navigator Configuring the portal Managing the portal Personal portal settings Hiring new employees Adding and amending additional HR data Salary reviews Processing leavers Recording absence Creating groups Viewing reports and company documents Objectives upon completing this session delegates will be able to:- Create new users on the portal Effectively manage employee records View, amend and add personal and job information Record absence and salary reviews Central HR Course Duration: One Day Classroom 8
HRe Payroll Basic (Classroom Training) This course is designed for those who are responsible for entering Payroll data via the HRevolution system. Delegates must have basic PC keyboard skills Delegates must be proficient in a Microsoft Windows environment Payroll process Starters / leavers Transmission Statutory payments and deductions Pensions Manual payments Credit amendments Viewing and downloading payslip data Data housekeeping Payslip messages Disbursements Customised screens Utilise the payroll data codes within the payroll application data entry system Create and amend employee details HRe Payroll Basic Course Duration: Two Day Classroom 9
HRe Payroll Advanced (Classroom Training) This course is designed for those who are responsible for extracting data from HRevolution Payroll and generating import data files. Delegates should have attended the HRe Payroll Basic course Delegates should have an understanding of their own company payroll setup details Delegates must have basic PC keyboard skills Delegates must be proficient in a Microsoft Windows environment Creating export files Creating selection sets Defining and generating reports Defining import templates and importing data from Microsoft Excel Delegates will be able to create export data files to Microsoft Excel Create selection sets Learn how to import data from Microsoft Excel spreadsheets into the HRe Learn the functionality of data generation which is the global generation of data codes for groups of employees HRe Payroll Advanced Course Duration: One Day Classroom 10
HRe Report Builder (Classroom Training) This course is designed for those who have the responsibility of generating management reports and mail merges from the Central HR data files. Delegates must have attended the Central HR course Delegates must have basic PC keyboard skills Delegates must be proficient in a Microsoft Windows environment Creating folders Understanding tables Designing reports Inserting additional data into existing reports Creating filters Adding groups and totals to a report Creating charts Creating mail merges Running reports, charts & mail merges Delegates will be able to view and report on HR data Delegates will be able to create new reports to reflect company reporting requirements Delegates will learn how to save reports back into the Document Manager enabling other users to run them HRe Report Builder Course Duration: One Day Classroom 11
HRe Data Exporter (Web Training) This course is designed for those with responsibility to generate management reports from the HRevolution database. Delegates must have attended the Central HR course Delegates must have basic PC keyboard skills Delegates must be proficient in a Microsoft Windows environment Creating folders Understanding tables Creating data export templates Creating filters Basic Excel formatting Delegates will be able to view and report on HR data Delegates will be able to create new reports to reflect company reporting requirements Delegates will learn how to extract reports to Microsoft Excel HRe Data Exporter Course Duration: ½ Day Web Session 12
HRe Payroll Managed (Web Training) This course is designed for those who are responsible for extracting data from HRevolution Payroll and generating import data files. Delegates must have an understanding of your own company payroll setup details. Delegates must have basic PC keyboard skills Delegates must be proficient in a Microsoft Windows environment Downloading and viewing the PayBase files Creation and use of selection sets Defining a template held in PayBase and generating Export Files Reports Delegates will have a working understanding of how to utilise the import, export and reporting facilities within HRevolution Payroll. HRe Payroll Managed Course Duration: ½ Day Web Session 13
HRe Payroll Conversion (Classroom Training) This course is designed for those who are responsible for entering Payroll data via the HRevolution system and converting from the Ceridian Source Payroll system. Delegates must have basic PC keyboard skills Delegates must be proficient in a Microsoft Windows environment Delegates should have full working knowledge of Source Payroll, including the Ceridian data code structure Overview of HRe5P basic functionality Batch data entry Data housekeeping Advanced functionality including importing and exporting Delegates will be able to utilise the payroll data codes within the payroll application data entry system Delegates will be able to create and amend employee details Delegates will be able to utilise the importing and exporting tools HRe Payroll Conversion Course Duration: One Day Classroom 14
HR User (Web Training) This course is designed for those within the HR department who are responsible for coordinating and maintaining the day to day workflow. Managers or employee s working on behalf of a manager, who wishes to maintain employee requests. Delegates must complete a Check-In Session prior to the training day to ensure they can access our web training Navigating Hiring new employees Adding and amending additional HR data Salary reviews Job details Recording absence Viewing standard reports Creating custom reports Delegates will be able to effectively manage their employee records Delegates will be able to view, amend and add personal/job information, record absence and perform salary reviews Delegates will be able to run HR reports Delegates will be able to extract HR personal details in to Microsoft Excel Pay & People HR User Course Duration: ½ Day Web Session 15
HR Set Up (Web Training) This course is designed for users responsible for system maintenance including setting up and maintaining organisational structures, settings, lists, access from everywhere user access and managing users. Delegates must complete a Check In Session prior to the training day to ensure they can access our web training Company Structure Document Management Employee Lists and Set Up Benefits Settings Management Settings Performance Settings Company Absence Settings Portal Settings Security Delegates can set up company information including locations, divisions, company levels, benefits, management settings, appraisals, portal formatting and security. Pay & People Hr Set Up Course Duration: ½ Day Web Session 16
Payroll (Web Training) This course is designed for those within the Payroll department who are responsible for coordinating and maintaining the company payroll. Delegates must complete a Check-In Session prior to the training day to ensure they can access our web training New Employees Permanent Data Entry Statutory Sick Pay Parental Pay Attachment of Earnings Orders/Student Loans Pensions Tax and National Insurance Variable Payments and Deductions Imports Processing Payroll Data Reports Delegates will be able to utilise the payroll data codes within the payroll application Data entry system and be able to create and amend employee details Pay & People Payroll Course Duration: 1 & ½ Day Web Session 17
User Maintenance (Web Training) This course is designed for those users responsible for the systems administration of the portal. They will be responsible for creating and / or amending the organisational hierarchy and assigning user access rights to the portal for both employees and managers. Delegates must complete a Check-In Session prior to the training day to ensure they can access our web training Delegates should have completed the HR User or HR Set Up course Company Hierarchy Organisational Structure Templates Access Levels Assigning manager access Assigning employee access Delegates will be able to create a new and / or maintain an existing hierarchy Delegates will be able to successfully assign manager and employee access to the Pay & People and Access from Everywhere portals Delegates will be able to reset usernames and passwords Pay & People User Maintenance Course Duration: ½ Day Web Session 18
Payroll Assist (Web Training) This course is designed for those within the HR or Payroll department who are responsible for co-ordinating and maintaining the day to day workflow. Delegates must complete a Check-In Session prior to the training day to ensure they can access our web training Navigating Hiring new employees Adding and amending additional data Salary reviews Job details Recording absence Viewing payroll aspects Viewing payslips Viewing standard reports Delegates will be able to create new starters and view payroll information Pay & People Payroll Assist Course Duration: ½ Day Web Session 19
COR User (Web Training) This course is designed for those with the roles of COR User who will be running reports. Delegates must complete a Check-In Session prior to the training day to ensure they can access our web training Portal Introduction Run Reports Export Reports Favourite Reports Report Sign Off Delegates will be able to effectively run, view and export payroll reports Delegates will be able to save favourite reports COR User Course Duration: ½ Day Web Session 20
COR Administrator (Web Training) This course is designed for those with the roles of Organisation Administrator, COR Administrator. Delegates must complete a Check-In Session prior to the training day to ensure they can access our web training Must be an Organisation or COR Administrator Portal Introduction Configuring and Managing the Portal COR Introduction Managing Report Security Reports (How to run, export and set up Favourites) Report Sign Off Delegates will be able to effectively set up the Portal and COR. Delegates will be able to manage users, run, view and export payroll reports COR Administrator Course Duration: ½ Day Web Session 21
OPD Administrator (Web Training) This course is designed for those with the role of Online Payroll Documents Administrator. Delegates must complete a Check-In Session prior to the training day to ensure they can access our web training Delegates who are responsible for the day to day administration for Online Payroll Documents. Manage Settings Release Payslips Pay Item Configuration Administrator Payslip view Self Registration Change My Details Change Password Secret Information View Data HR Reference Letter Requesting Proof of Income Delegates will be able to effectively set up and manage Online Payroll Documents and the users Delegates will be able to release payslips for all employees to be viewed by OPD Administrators and personally by employees OPD Administrator Course Duration: ½ Day Web Session 22
Source HR End User (Classroom Training) This course is designed for those within the HR / Payroll department who are responsible for co-ordinating and maintaining the day to day workflow. Delegates must have basic PC keyboard skills Delegates must be proficient in a Microsoft Windows environment Navigating within Source Hiring new employees Adding and amending additional HR data Salary Reviews Processing transfers, promotions, leavers Recording absence Attaching employee notes Viewing standard reports Delegates will be able to effectively manage their employee records including viewing, amending and adding personal / job information, recording absence and salary reviews Delegates will be able to run standard reports Source HR End User Course Duration: One Day Classroom 23
Source HR Super User (Classroom Training) This course is designed for Source Supervisors, who will be involved in setting up the organisational aspects, absence plans and the general maintenance of Source, creating new users and an overview of allocating security. Source HR End User Delegates must have basic PC keyboard skills Delegates must be proficient in a Microsoft Windows environment Company Structure Creating Jobs / Positions Creating Questionnaires Creating New Benefits / Company Cars / Property Importing Data using Data Exchange Choice List Management Data Housekeeping Employee Work Patterns / Absence Management Holiday Entitlement Plan Overview of Setting up and assigning Security to Users not applicable to ASP clients Customisation Designated system supervisors will have the necessary knowledge to manage Source and their users. Source HR Super User Course Duration: One Day Classroom 24
Source Payroll (Classroom Training) This course is designed for those within the Payroll department who are responsible for coordinating and maintaining the day to day workflow. Delegates must have basic payroll knowledge Delegates must have basic PC keyboard skills Delegates must be proficient in a Microsoft Windows environment Payroll Process Starters / Leavers Permanent And Once Only Adjustments Begin New Period / Data Gather Transmission Employee Cycle Data Entry Statutory Payments and Deductions Pensions Manual Payments Credit Amendments Viewing Payslips Mass Tax Edit Batch Control Payslip Messages Entering into User Defined Screens Importing temporary data Mass tax edit Delegates will be able to effectively manage their payroll records including viewing and amending personal payroll history Source Payroll Course Duration: Two Day Classroom 25
Source (SQL) Reports (Classroom Training) This course is designed for those within the HR or Payroll department who have the responsibility of generating management reports from Source data files. Delegates must have Source knowledge Delegates must have basic PC keyboard skills Delegates must be proficient in a Microsoft Windows environment Running Supplied Reports Exporting Reports to Excel Creating New Reports using EZ Query Basic Excel Formatting Creating New Reports using HR and/or Payroll Views Crystal Formatting and Settings Creating Mailing Labels Sorting, Groups and Summaries Selection Criteria using views The Source Library Credit Amendments Delegates will be able to effectively create new reports using views in Crystal Reports and queries in Excel Delegates will be able to view and report on HR and Payroll data. New reports can be created to suit your company s reporting requirements. Reports can be saved back into Source enabling other users to view the reports Source (SQL) Reports Course Duration: One Day Classroom 26
Ceridian Payroll Solution 1 (Classroom Training) This course is designed for those who are responsible for entering Payroll data via the Ceridian Payroll Solution 1 (CPS1) system. Delegates should have a working knowledge of payroll calculations and current legislation Delegates must have an understanding of their own company setup details Delegates must have basic PC keyboard skills Delegates must be proficient in a Microsoft Windows environment Payroll Process Starters/Leavers Transmission Statutory Payments and Deductions Pensions Manual Payments Credit Amendments Viewing and downloading Paybase Files Data Housekeeping Payslip Messages Disbursements Customised Screens Payroll Company Information Setting up new users Delegates will be able to utilise the CentrePay data codes within the Ceridian Payroll Solution 1 data entry system Delegates will be able to create and amend employee details Ceridian Payroll Solution 1 Course Duration: Two Day Classroom 27
Ceridian Payroll Solution 1 Advanced (Classroom Training) This course is designed for those who are responsible for extracting data from Ceridian Payroll Solution 1 (CPS1) and generating import data files. Delegates need to have attended the CPS1 course Delegates must have an understanding of their own company setup details Delegates must have basic PC keyboard skills Delegates must be proficient in a Microsoft Windows environment Creating export files using data held in PayBase Creating Selection Sets Defining and generating a report from data held in PayBase Defining a template to import data from an external source Delegates will have a working understanding of how to utilise the import, export and reporting facilities within Ceridian Payroll Solution 1 Ceridian Payroll Solution 1 Advanced Course Duration: One Day Classroom 28
Ceridian Payroll Solution 1 Managed Payroll (Classroom or Web Training) This course is designed for those who are responsible for extracting data from the Ceridian Payroll Solution 1 (CPS1) system. Delegates must have an understanding of their own company setup details Delegates must have basic PC keyboard skills Delegates must be proficient in a Microsoft Windows environment Downloading and viewing the PayBase files Creation and use of selection sets Defining a template held in PayBase and generating Export Files Reports Delegates will have a working understanding of how to utilise the Export and Reporting facilities within Ceridian Payroll Solution 1 Ceridian Payroll Solution 1 Managed Payroll Course Duration: ½ Day Classroom OR ½ Day Web Session 29
Ceridian Payroll Solution 1 Conversion Workshop (Classroom Training) This course is designed for those who are responsible for entering Payroll data via the Ceridian Payroll Solution 1 (CPS1) system. Experienced users converting from Paypoint should attend this course Delegates should have extensive working experience of PayPoint as this course is specifically designed to highlight the differences between the two systems Delegates must have basic PC keyboard skills Delegates must be proficient in a Microsoft Windows environment Starters/Leavers Transmission Statutory Payments and Deductions Pensions Manual Payments Credit Amendments Viewing and downloading Paybase Files Data Housekeeping Payslip Messages Customised Screens Payroll Company Information Setting up new users Exporting Reporting Selection Sets Importing Delegates will be able to utilise the CentrePay data codes within the Ceridian Payroll Solution 1 data entry system Delegates will be able to create and amend employee details Ceridian Payroll Solution 1 Conversion Workshop Course Duration: One Day Classroom 30
Ceridian Payroll Solution 1 Conversion Web (Web Training) This course is designed for those who are responsible for entering Payroll data via the Ceridian Payroll Solution 1 (CPS1) system. Delegates should have extensive working experience of PayPoint as this course is specifically designed to highlight the differences between the two systems Delegates must have basic PC keyboard skills Delegates must be proficient in a Microsoft Windows environment The course will highlight the differences between PayPoint and CPS1 Delegates will be able to utilise the CentrePay data codes within the Ceridian Payroll Solution 1 data entry system and be able to create and amend employee details Ceridian Payroll Solution 1 Conversion Web Course Duration: ½ Day Web Session 31
Training Day Format at Ceridian Site Delegates arrive from 9am in the Ceridian office for tea and coffee Courses are scheduled from 9.30am until 4.30pm (unless stated otherwise by the trainer or administration) The trainer reserves the right to refuse admission to the course once it has commenced should this admission cause disruption Coffee breaks are scheduled at mid morning and mid afternoon, according to the trainers instructions Lunch is provided for delegates at the Ceridian office The trainer will provide all course materials The classroom facilities will provide the use of a computer per delegate and one shared centre slave monitor All delegates are required to remain for the full duration of the training session. If a delegates should need to be excused, this must be discussed directly with the trainer, who will make a judgement as to whether to excuse the delegate The trainer reserves the right to remove a delegate from the course if they are disruptive Delegates should not use laptops or mobile phones without prior consent of the trainer. If a delegate uses their laptop or mobile phone during the training session without prior consent, the trainer reserves the right to remove the delegate from the training session The trainer will be available at the end of the session to assist with any questions delegates may have The delegate will have the opportunity to fill out an appraisal form at the end of the session 32