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Product Training

Get one-on-one training with a PrismHR subject matter expert.

Improve Efficiency and Productivity

Help your team work more efficiently and get up to speed on the latest PrismHR functionality. Choose from a series of pre-designed courses across a variety of topics.

Interested in a single session or building a personalized plan? Let us know and we can customize training to fit your needs.

Training Sessions Include:

  • Live online training
  • Flexible scheduling
  • Unlimited attendees from your organization (same price)
  • All trainings are recorded for easy reference

Improve Efficiency and Productivity

  • New staff members
  • Staff switching or adding roles
  • Experienced staff who want to be even more productive

Available Training Courses

Select a topic to view available courses.

Choose from complete courses (e.g., Accounting) or schedule training on an individual subject area (e.g., Check Reconciliation).

System Admin (1 hour) $200

  • System Parameters (Tax Year Limits, Tax Rate Maintenance)

User Access (2 hours) $400

  • PrismHR User/User Role Setup, Client Access Groups

Code Setup (1 hour) $200

  • Pay Code, Deduction Code, Tax Code, Billing Code, Event Codes

ACH/Positive Pay (5 hours) $1,000

  • ACH Bank Account/ Originator Setup, ACH Processing/Issue Resolution
  • NatPay/3rd Party Vendor
  • Positive Pay Setup

Taxes (9 hours) $1,800

  • State Rules, Client SUTA Reporting, SUTA Override setup
  • MasterTax Setup
  • Tax Adjustments/Imports, Successor Wages, Third Party Sick
  • Year-End Processing, W-2 Processing, W-2 Benefits Import, W-2c Processing, 1099 Processing
  • Recalculation utilities, Register Rebuild Process
  • Reporting (Quarterly/Year End/Per Period)

Accounting (10 hours) $2,000

  • Accounts Receivable/Cash Receipts
  • Check Reconciliation
  • External Invoice/ Journal/Cash Transfers/ Cutback Check Processing
  • GL Reports/Balancing Issues
  • GL Setup for Service Provider or Staffing/COA Import/QuickBooks Integration
  • PEO Client Accounting/ASO Client Accounting, (including Quickbooks Notes)
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Benefits (10 hours) $2,000

  • Group Benefits Plans setup, EE Enrollment, Dependents
  • Health Saving Accounts (HSA) and Section
  • Health Saving Accounts (HSA) and Section 125 Plans (FSA)
  • 401(k)/Retirement (Setup/Enrollment/ Adjustments/Imports/Reports)
  • Benefit Adjustments
  • GTL Calculation and Setup (includes calculator)
  • Benefit Enrollment Imports
  • Reports

Imports (2 hours) $400

  • Benefits Enrollment Imports

ACA (4 hours) $800

  • ACA Setup
  • ACA Processing

Workers’ Compensation (3 hours) $600

  • Setup: Policies/Templates/Codes, Rate Classifications, Position Classification, Positions, Client Billing, State Rules
  • Processing: Reports, Recalculation Utilities
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PTO (4 hours) $800

  • PTO Leave Request Setup, Processing
  • PTO Plan Setup, Enrollments, Adjustments, Imports
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Applicant Tracking (2 hours) $400

Performance Management (2 hours) $400

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Time and Labor (5 hours) $1,000

  • Level 1: Basic Setup and Processing
  • Level 2: Advanced Setup and Processing
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Onboarding/Benefits Enrollment (5 hours) $1,000

  • New Hire Onboarding
  • Benefits Enrollment
  • Voluntary Life, other setups

Life Events (1 hour) $200

  • Life Events
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Employer Admin (1 hour) $200

  • Employer (Setup/SUTA/WC)
  • Alternate Employer Setup

Client Maintenance (6 hours) $1,200

  • Company Details Setup (ASO/PEO), New Client Checklist
  • Billing — Billing Rules, WC/SUTA Billing, Billing Formats/Template
  • Commission Maintenance
  • SBEA/CPEO

Imports (1 hour) $200

  • Data Import tool (Depts/Locations/Depts)

Employee Portal (4 hours) $800

  • Employee Portal Configuration (Setup, Adding Menus/Widgets, SSOs, Approvals, Alerts)
  • Document Management
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Payroll (13 hours) $2,600

  • Processing: Superbatch (including Reports), Payroll Approval, Manual Batches, Voids/Reversals, Bill Pending, Misc Invoice, Fringe Pay
  • Setup: Allocations, Employee Loans, Payroll Control, Pay Group, Pay Schedules, Shift Pay, Employee Position Rates, Tips
  • Certified Pay
  • Check Formatting/Check Printing (Custom GTM)
  • FLSA Rulesets/Blended Rate OT
  • Time & Attendance Imports/Exports
  • Unions
  • Bonus Payments/Specialty Processing (e.g., HSA/401(k) Overrides, Tax Overrides)

Reporting (1 hour) $200

  • Client Allocation Report Setup (Cost Reporting), EEO Reporting, OSHA Reporting

Garnishments (2 hours) $400

  • Garnishments (State Rules, Payee, Employee Setup, voids/overrides), Refunds
  • Expert Pay (CPR to have custom menu option added)

Human Resources (3 hours) $600

  • HR Admin: Employee Details (Pay Rate, Work Assignment), Direct Deposit, Tax, New Hire, Terminations, Rehire, Adjustments, Delete Unused Employee, Audit
  • Approval Policies

Imports (4 hours) $800

  • Check Import (Templates and Tips)
  • Scheduled/Recurring Deductions
  • Employee Fields Import
  • Expanded Employee Import/Direct Deposit import
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Learn more about how Product Training can help you increase productivity and efficiency.

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