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Expert Course

TechlifyHR Certification - Payroll Practitioner 2

Dive deeper into TechlifyHR's payroll features with Part 2. This set covers advanced reporting, salary uploads, statutory forms, and customizations to streamline your payroll process.

  • 10 Videos
  • 32 min 27 sec
study pic

Course Modules

Video 1: Update Payroll, Payroll Configuration & Payroll Employees 6m 21s

Explore the payroll view page in Techlify HR — from editing and recalculating payrolls to merging time-rated and fixed-rated employees. Learn how to update configurations, use batch actions, and manage detailed employee-level controls efficiently.

Video Exercises

Full-edit vs. Basic-edit
  1. Basic update your payroll and add [updated] at the end of the payroll title.
Update the Payroll Configuration
  1. Let’s go ahead and add a Timesheet for Jon for last December.
  2. Create a Time Rated payroll for December 1st → 31st, 2024 (or last year) that includes Jon.
  3. You’ll notice the payroll uses the current-year configuration. Go ahead and update it to the 2024 configuration and recalculate.
Add Employees to an Existing Payroll
  1. Let’s go ahead and review the 2025 Fix Rated payroll created and add Jon and Jenny to this payroll.
Batch-update Payroll Employees
  1. We realized that Jon and Jenny do not belong here, as we’re focused only on Time Rated payrolls.
  2. Use Batch Update to remove Jon and Jenny from this payroll.

Learn how to manage payroll adjustments for employee absences and overtime in TechlifyHR. Record and adjust overtime, recalculate payroll, and understand how taxable and non-taxable overtime are handled.

Video Exercises

Add Absent Days
  1. John was absent on May 13th. Add an absent record to reflect this.
Add Overtime Records
  1. Using the payroll adjustments functionality, create a new overtime record for two (2) hours on May 16th for John.
Adjust Overtime
  1. Oh no, we made a mistake. Update John’s newly created overtime record to three (3) hours on May 16th.
  2. Recalculate the payroll for John.
Taxable vs. Non-Taxable Overtime
  1. Browse to your Paysheet.
  2. Notice that TechlifyHR automatically shows John’s overtime as non-taxable.

Learn how to manage commissions, other income, and employee bonuses in TechlifyHR. Apply taxable and non-taxable payroll adjustments and ensure updated earnings are accurately reflected in employee paysheets.

Video Exercises

Add Commissions
  1. Browse to Jon’s profile and add a $20,000 taxable Sales Commission on May 24th for closing KFC.
  2. Use the payroll adjustment functionality to add a $20,000 taxable Sales Commission on May 24th to Jenny for closing KFC as well.
Add Other Incomes
  1. Use the payroll adjustment functionality to add a $200,000 non-taxable Leave Passage Allowance to Jenny.
Add Employee Bonuses
  1. Add a $5,000 taxable Bonus to Jon and Jenny for hitting the department sales goals.
  2. Recalculate this payroll.
  3. Browse the paysheet and review the updates to Jon and Jenny’s profiles.

Learn how to manage employee advances and net deductions in TechlifyHR. Add deductions, configure repayment schedules, and apply them accurately to fixed-rate and time-rated payrolls.

Video Exercises

Net Deductions
  1. Browse to Jon Athan’s profile and find the Net Deductions tab.
  2. Jon Athan needs to refund the company for negligence that caused damage to a laptop, costing $12,500 to repair.
  3. Add a Net Deduction of $12,500 to Jon Athan for the month of May.
Add an Advance for an Employee & Pre-configure Net Deductions
  1. John borrowed $200,000 on January 1st, to be repaid at $40,000 per month. Add this advance to John’s profile.
  2. Recalculate your payroll.
Add Net Deduction Types
  1. We need to deduct $5,000 from Jenny’s May salary for Uniform.
  2. Add a custom Net Deduction type for Uniform.
  3. Add the deduction to Jenny for May.
Net Deductions on Payroll
  1. Browse your Fix-Rated payroll.
    1. Recalculate the employees you just added deductions for.
    2. Notice the change in Payment Received.
    3. Browse the Paysheet and notice the Net Deduction column.
  2. Do the same for your Time-Rated payroll.

Learn how to customize paysheets in TechlifyHR for different payroll needs. Apply filters, save reusable formats, adjust columns, and print or download paysheets in multiple formats.

Video Exercises

Use the Filters in Paysheet
  1. Browse to your Fix-Rated payroll for May.
  2. Browse to the Paysheet.
  3. Try filtering by employee names.
  4. Group employees by Branch.
  5. Group employees by Department.
Customize Their Paysheet Data
  1. We don’t pay commissions, so remove the commission columns.
  2. We also don’t need employees’ age on the Paysheet, so remove this column as well.
  3. We don’t have employees sign on the Paysheet, so remove the Signature column.
Save Paysheet Formats
  1. Save your new Paysheet format as Fix-Rated Paysheet.
Reuse Format
  1. Create a new Fix-Rated payroll for June.
  2. Select the Formats dropdown. You’ll notice the new format is saved and available for you to select.
  3. Select the new Fix-Rated Paysheet format.
Customize Time-Rated Paysheet
  1. Browse to your Time-Rated Paysheet for May.
  2. We don’t pay commissions, so remove the commission columns.
  3. We also don’t need employees’ age on the Paysheet, so remove this column as well.
  4. We don’t have employees sign on the Paysheet, so remove the Signature column.
  5. We need two columns to understand time. Enable the following columns:
    1. Hourly Rate
    2. Worked Hours
  6. Save this Paysheet format as Time-Rated Paysheet.
Print & Download to PDF
  1. Browse back to your Fix-Rated payroll.
  2. Download your Paysheet to Excel.
    1. Name this file fix-rated-paysheet.
    2. Save it in a folder with your other assessments.
  3. Download your Paysheet to PDF.
    1. Name this file fix-rated-paysheet.
    2. Save it in a folder with your other assessments.

Learn how to customize, save, and reuse paysheet formats in TechlifyHR. Manage paysheet data, send payslips by email, and print or download payroll records in PDF and Excel formats.

Video Exercises

Use the Filters in Payslips
  1. Browse to your Fix-Rated payroll for May.
  2. Browse to Payslips.
  3. Try filtering by employee names.
  4. Group employees by Branch.
  5. Group employees by Department.
Customize Their Payslip Data
  1. We don’t pay commissions, so remove the commission columns.
  2. We also don’t need employees’ age on the Payslip, so remove this column as well.
  3. We want to keep our Payslips simple, so remove the following:
    1. NIS ER
    2. PAYE Rate 1
    3. PAYE Rate 2
    4. Contribution ER
    5. Contribution EE
  4. Since it’s a Fix-Rated Payslip, let’s remove some time-based data:
    1. Timesheet Days
    2. Hourly Rate
    3. Daily Rate
    4. Weekly Rate
    5. Normal Work Hours
Save Payslip Formats
  1. Save your new Payslip format as Fix-Rated Payslip.
Customize Time-Rated Payslip
  1. Browse to your Time-Rated Payslips for May.
  2. We don’t pay commissions, so remove the commission columns.
  3. We also don’t need employees’ age on the Payslip, so remove this column as well.
  4. We want to keep our Payslips simple, so remove the following:
    1. NIS ER
    2. PAYE Rate 1
    3. PAYE Rate 2
    4. Contribution ER
    5. Contribution EE
  5. Save this Payslip format as Time-Rated Payslip.
Payslip Formats
  1. Update John’s email address to your email address.
  2. Update Pat’s email address to your email address.
  3. Browse to your Fix-Rated May payroll.
  4. Select Email & Notify for the employees so you receive two emails.
  5. Wait for a few minutes on the page and notice the email status updating.
Send Payslips
  1. Update John’s email address to your email address.
  2. Update Pat’s email address to your email address.
  3. Browse to your Fix-Rated May payroll.
  4. Select Email & Notify for the employees so you receive two emails.
  5. Wait for a few minutes on the page and notice the email status updating.
Print and Download to PDF
  1. Browse to your Payslips.
  2. Download a PDF with two Payslips per page.
    1. Name this file 2-payslips-per-page.
    2. Save it in a folder with your other assessments.
  3. Download a PDF of duplicated Payslips.
    1. Name this file duplicated-payslips.
    2. Save it in a folder with your other assessments.

TechlifyHR simplifies your NIS reporting with auto-generated schedules, downloadable .txt files for online submission, and editable employer details. Submit contributions easily through the NIS portal—no spreadsheets or manual formatting required.

Video Exercises

Generate the NIS Contribution Schedule
  1. Browse to your Fix-Rated May payroll and, under NIS options, generate your NIS Contribution Schedule.
  2. Update your company’s NIS details:
    1. NIS #: 888888
    2. Nature of Business: Techlify Training
  3. Download a PDF of your NIS Contribution Schedule.
    1. Name this file nis-contribution-schedule.
    2. Save it in a folder with your other assessments.
Generate the NIS TXT File
  1. Download your company’s NIS TXT file.
    1. Keep the filename as downloaded.
    2. Save it in a folder with your other assessments.

TechlifyHR auto-generates your PAYE Form 5 reports, including both printable and e-submission formats. Simply update your TIN and employee details, and the system handles the rest—no manual data entry required.

Video Exercises

Generate the PAYE Form 5
  1. Browse to your Fix-Rated May payroll and, under PAYE options, generate your Form 5.
  2. Update your company’s TIN details:
    1. NIS #: 88888888
    2. Address: 888, Testing Location
  3. Download your company’s Form 5.
    1. Keep the filename as downloaded.
    2. Save it in a folder with your other assessments.
PAYE Form 5 E-Submission
  1. Download your company’s Form 5.
  2. Review the form and identify any missing employee details.
  3. Update the employee profiles with the missing information.
  4. Download your company’s Form 5 E-Submission.
    1. Keep the filename as downloaded.
    2. Save it in a folder with your other assessments.

TechlifyHR makes employee salary payments easy by generating ready-to-upload bank export files for Republic Bank, GBTI, and Scotia. It also supports custom CSV exports via pay sheets, saving you time—especially when handling multiple employees or banks.

Video Exercises

Configure the Company’s Bank Details
  1. Go to Administration → Company Info → Bank Accounts.
  2. Add a company bank account to pay from:
    1. Bank: Republic Bank
    2. Account #: 88888888
    3. Branch: Lethem
    4. Routing #: 028388484
Configure Bank Details for the Employees
  1. Add bank accounts for employees in the Fix-Rated payroll.
  2. John:
    1. Bank: Republic Bank, Camp Street
    2. Account #: 83847838
    3. Type: Savings
  3. Pat:
    1. Bank: GBTI, Port Mourant
    2. Account #: 009883737473
    3. Type: Savings
Recalculate Payroll if Bank Account is Missing
  1. Download your Republic Bank E-Submission.
    1. Keep the filename as downloaded.
    2. Save it in a folder with your other assessments.
Export to CSV for Bank
  1. Set up a new Paysheet format for your bank export.
  2. Download the bank export as a CSV file.
    1. Name this file bank-export-csv.
    2. Save it in a folder with your other assessments.

Once all payrolls for the year are approved in TechlifyHR, your annual GRA reports—Form 2A and Form 7B—can be generated instantly. Customize reports by year, branch, or department, and export both printable and e-submission formats that meet GRA standards. Inclusive and custom date options help align with your payroll cycles for accurate reporting.

Video Exercises

Generate Form 2A
  1. Go to Payroll Module → Reports.
  2. Generate Form 2 for the current year for the entire organization.
  3. Notice that only approved payrolls are shown in the Form 2 data.
  4. Download your Form 2 electronic submission.
    1. Save it in a folder with your other assessments.
Generate Form 7B
  1. Generate Form 7B for the Engineering department for the current year. Include:
    1. Non-taxable allowances
    2. Non-taxable commission
    3. Leave pay
  2. Save the Form 7B as a PDF named engineering-form-7.
    1. Save it in a folder with your other assessments.

TechlifyHR’s reporting dashboard offers powerful customization—filter reports by period, branch, department, or employee type. Use saved views to preset your preferred column selections and filters, enabling quick, consistent access to exactly the data you need. Ideal for recurring payroll analysis and departmental breakdowns.

Video Exercises

Finding Reports, Payroll Data Report, Customize the Payroll Data Report, Creating Views in this Report
  1. Generate a payroll data report by Department
  2. Notice that it’s only showing your fix rated approved payroll
  3. Go back and approve your time-rated payroll as well
  4. Customize your columns
    1. Remove Commission
    2. Remove Signature
    3. Remove Contribution ER & EE
  5. Now we need reports for each branch
  6. Create a branch for Berbice
    1. Filter your data for Berbice
    2. Create a view for Berbice
  7. Create a branch for Demerara
    1. Filter your data for Demerara
    2. Create a view for Demerara
  8. Create a branch for Essequibo
    1. Filter your data for Essequibo
    2. Create a view for Essequibo

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