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Expert Course

TechlifyHR Certification - Payroll Practitioner 1

Master payroll with the TechlifyHR Payroll Practitioner Certification. Learn salary management, paysheets, and leave policies.

  • 12 Videos
  • 60 min 08 sec
study pic

Course Modules

Video 0: Course Introduction7m 24s

Get started with Techlify’s training program! Learn how our sessions are structured, why hands-on exercises matter, and how to make the most of your learning journey.

Learn how to add, manage, and organize employee data in Techlify HR. From basic biodata to job roles, documents, salary details, and filters — this video walks you through it all.

Video Exercises

Add New Employee
  1. Add an employee, John Doe, and only fill in the required fields.
  2. Once redirected to the Salary, add a Fix Rated salary of 150,000/month for John, starting on January 1st.
  3. Add a second employee, Jenny Albion.
  4. Once redirected to the Salary, add a Time Rated salary of 2,000/hour for Jenny, starting on January 1st.
Employee Biodata
  1. Add a note about Jenny Sport.
  2. Upload John’s ID card.
  3. Tag the uploaded document under ID Card.

Explore how to manage employee relations in Techlify HR — from adding emergency contacts and dependents to assigning child tax credits. Build out richer employee profiles with ease.

Video Exercises

Manage Employee Relations
  1. Add a parent for John.
  2. Add two parents for Jenny.
  3. Add Jenny’s husband.
Manage Emergency Contacts
  1. Set John’s parent as his emergency contact.
  2. Set Jenny’s husband as her emergency contact.
Manage Child Allowance Tax
  1. Add a child for John.
  2. Specify that John’s wife claims the child tax, so John does not claim the child tax for his child.
  3. Add two children for Jenny.
  4. Specify that Jenny claims the child tax for one of her children and her husband claims it for the other.

As your employee database grows, Techlify HR helps you stay organized with branches, departments, tags, and statuses. Learn how to categorize, filter, and manage employees more efficiently — without losing valuable data.

Video Exercises

Categorize Employees by Branch & Department
  1. Add three departments to your company.
  2. Add three branches to your company.
  3. Update your employee records.
  4. Update their Department.
  5. Update their Branch.
Categorize Employees by Job Title & Tags
  1. Let’s update John.
    1. Set his Job Title to Software Engineer.
    2. Update his Department.
    3. Update his Branch.
    4. Tag John by Health Condition.
  2. Update Jenny.
    1. Set her Job Title to Software Engineer.
    2. Tag Jenny by Sport.
  3. Add a new employee, Dorothy.
    1. Set her Branch, Department, and Job Title.
    2. Tag Dorothy with the same Health Condition as John.
Setting Employee Status
  1. Fire John.
  2. Go to the main dashboard.
  3. Find John’s employee record once again.
  4. Set John’s employee status to Current.
  5. Set Dorothy’s employee status to Resigned.
  6. Find Dorothy’s employee record.

Learn how to manage employee salaries in TechlifyHR — from setting fixed or time-rated pay to handling promotions, work schedules, and overtime rules. Understand how salary history and payroll calculations are handled seamlessly.

Video Exercises

Complete a Salary Form for an Employee
  1. Create a new employee Pat Rica.
  2. Create a new Salary for this person starting at the 1st of the year – 200,000, Fix Rated
  3. Set this person as working on Saturday
Replace a Salary
  1. John has an increase after his probationary period to $200,000, update his salary
  2. Review his salary history tab to see his old salary
Add Time-rated Salary Form for an Employee
  1.  Add a new employee Jon Athan with join date being 1st January, last year.
  2. Add a time-rated salary for Jon of $1,000 per hour, starting on his join date.
  3. Jon works 6 days per week

Discover how to add and manage employee allowances in TechlifyHR — including recurring, non-recurring, taxable, and custom types. Learn how these allowances affect payroll and how to tailor them for specific roles.

Video Exercises

Add Allowances
  1. Add new allowances for John and Jenny
  2. $10,000 Phone allowance
  3. $10,000 Travel Allowance
Add Custom Allowance Types
  1. Add allowance for Jon and Pat
    1. $13,500 Top Secret Allowance

TechlifyHR lets you easily manage employee insurance — from adding life or health insurance to tracking active periods and integrating with payroll. Learn how insurance records affect calculations and when to close them.

Video Exercises

Manage Insurance
  1. Add health insurance for Pat of $7,300
  2. Jenny is a Civil Engineer and works on high risk construction site
    1. Add Life Insurance of $9,400 for Jenny

Learn how to import employee records efficiently and add multiple employees to TechlifyHR. Follow the steps to enter employee details, prepare the import file, and upload records accurately.

Video Exercises

Import Multiple Employees
  1. Download the sample file found on the Employee Import page.
  2. Add the details for the new employee:
    1. First Name: Mana
    2. Last Name: Ger
    3. Employee #: 12
    4. Join Date: March 1st
    5. Set the remaining information as needed.
  3. Name the file employee-import.
  4. Save it in a folder with your other assessments.
  5. Import the file.
    1. Ensure that the columns are matched properly during the import.

Learn how to import and manage multiple employee salary records efficiently in TechlifyHR. Follow the steps to upload salary details accurately and review employee profiles.

Video Exercises

Add/Import Multiple Salary Records
  1. Download the sample file found on the Employee Import page.
  2. Add the salary details for Mana:
    1. Type: Fix-Rated
    2. Amount: 350,000 per month
    3. Start Date: March 1st
    4. NT Phone Allowance: $25,000
    5. NT Entertainment Allowance: $35,000
    6. Set the remaining information as needed.
    7. Remove any unnecessary columns.
  3. Name the file employee-salary-import.
  4. Save it in a folder with your other assessments.
  5. Import the file.
    1. Ensure that the columns are matched properly during the import.
  6. Browse Mana’s profile and review the salary details.

Learn how to manage employee records efficiently with batch actions, customizable fields, downloads, and powerful search tools. Perform bulk updates and streamline employee data management in TechlifyHR.

Video Exercises

Configure the Displayed Columns
  1. Enable all columns on the Employees list.
  2. Experiment with various column configurations and views.
Export/Download Multiple Employees’ Records
  1. Select all employees within the Engineering and Finance departments.
  2. Select a subset of employee data you would like to include in the export.
  3. Download their data.
  4. Name the file employees-export.
  5. Save it in a folder with your other assessments.
Update Multiple Employees’ Records
  1. Search for employees by name, job title, and status.
  2. Add multiple new employees to a department.
  3. Transfer an entire department to a new branch.
  4. Update the employee type, join date, and position for multiple employees.
  5. Issue user accounts to multiple employees.

Learn how to manage salary adjustments, allowances, deductions, and other income types in TechlifyHR. Apply batch updates efficiently while customizing payroll columns to streamline payroll processing.

Video Exercises

Salary List
  1. Enable all columns on the Employees list.
  2. Experiment with various column configurations and views.
Batch Add Allowances
  1. Jon and Pat should be the only two employees within the Engineering department. Recheck and ensure this is the case.
  2. Your company has decided to give all team members in the Engineering department an allowance to help them keep their knowledge updated with the latest industry standards.
    1. Type: Entertainment
    2. Amount: $10,000
    3. Start Date: May 1st
    4. Use Salary Batch Update to add this allowance.
Batch Close Allowances
  1. Your company no longer works for the military and therefore no longer provides the Top Secret Allowance.
  2. Select all employees and remove the Top Secret Allowance from them.

Learn how to create and manage fixed-rate and time-rated payrolls in TechlifyHR. Process timesheets, salary deductions, and payroll adjustments while reviewing and approving payrolls accurately.

Video Exercises

Create a Fix-Rated Payroll
  1. Create a Fix-Rated payroll for May and select the necessary departments to ensure that John and Pat are included in the payroll.
  2. Save the payroll.
Create a Time-Rated Payroll
  1. Create a Time-Rated payroll for May and select the necessary departments to ensure that Jon and Jenny are included in the payroll.
  2. Save the payroll.
  3. Add timesheet entries for Jon and Jenny.
  4. Recalculate the payroll for Jon and Jenny.
Approve, Un-approve, Adjust, or Reject a Payroll
  1. Let’s assume you’re the boss today. Go ahead and approve the newly created Fix-Rated and Time-Rated payrolls.
  2. Review the reports generated by these payrolls.

Course Catalogue

TechlifyHR Certification - Payroll Practitioner 1

Master payroll management with TechlifyHR! Learn salary structures, payroll processing, paysheet customization, and leave policies

TechlifyHR Certification - Payroll Practitioner 2

Part 2 covers advanced reporting, salary uploads, statutory forms, and customizations to streamline your payroll process.

TechlifyHR Certification - Payroll Expert

Master payroll management with TechlifyHR! Learn salary structures, payroll processing, paysheet customization, and leave policies

TechlifyHR Certification - HR Practitioner 1

Master payroll management with TechlifyHR! Learn salary structures, payroll processing, paysheet customization, and leave policies

TechlifyHR Certification - HR Practitioner 2

Master payroll management with TechlifyHR! Learn salary structures, payroll processing, paysheet customization, and leave policies

TechlifyHR Certification - HR Expert

Master payroll management with TechlifyHR! Learn salary structures, payroll processing, paysheet customization, and leave policies