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    Fourth U: WFM Payroll & Pension Course Options

    This article outlines the learning objectives of each Workforce Management Payroll & Pension course available from Fourth University. Use this guide to discover which courses suit your current needs!

    Finger01.pngIf you would like to request training, please contact your Fourth account manager and quote the course name(s) for the training you are interested in receiving; for example, "Payroll | Bureau".

     

    Available Courses

    Payroll

    UK | Payroll | Bureau Service
    What's Included? You will learn:
    • Payroll Customer Bureau Responsibilities and Deadlines
    • Additional Payments | Bureau 
    • Payroll Deductions
    • Additional Holiday Pay
    • Absence Types
    • Payroll Check Preview Close and Approve Payroll
    • HMRC Submission
    • Pay Basis Change Bureau
    • Understanding customer and Bureau responsibilities 
    • Understanding your timetable and deadlines
    • Understanding additional payment functionality in payroll
    • Understanding how the bureau edits a payment type
    • Understanding how to create a new payment type
    • Understanding payroll deductions 
    • Understanding how to create and manage payroll deductions
    • Understanding additional holiday pay functionality
    • Understand how absence types work
    • How to create and edit absence types
    • Understanding how to check a pay run using system reports and exports
    • Managing the preview of a pay run
    • Understanding the completion of a pay run
    • To manage the full payment submission (FPS) to HMRC
    • To be able to manage the employer payment summary (EPS) (P32)
    • To be able to manage employee pay basis changes that can impact the pay run process
    UK | Payroll | In House
    What's Included? You will learn:
    • Additional Payments
    • Payroll Deductions
    • Additional Holiday Pay
    • Absence Types 
    • Payroll SMP SPP SAP ShPP
    • Payroll Check Preview Close and Approve Payroll 
    • HMRC Submission
    • Pay Basis Change
    • P45 P6 P9 Student Loan Downloads Payments After Leaving
    • Understanding additional payment functionality in payroll
    • Understanding how the bureau edits a payment type
    • Understanding how to create a new payment type
    • Understanding payroll deductions
    • Understanding how to create and manage payroll deductions
    • Understanding additional holiday pay functionality
    • Understand how absence types work
    • How to create and edit absence types
    • To be able to create SMP, SPP, SAP and ShPP records
    • Understanding how to check a pay run using system reports and exports
    • Managing the preview of a pay run
    • Managing the approval of a pay run 
    • Understanding the completion of a pay run
    • To manage the full payment submission (FPS) to HMRC
    • To be able to manage the Employer Payment Summary (EPS) (P32)
    • To be able to manage employee pay basis changes that can impact the payvrun process
    • Entering P45 details for a new starter
    • Entering/editing P46 new starter declaration
    • P6/P9 download and manual processing 
    • Student load downloads
    • Payments after leaving

     

    Pensions

    UK | New UI | Pensions
    What's Included? You will learn:
    • Worker Categories
    • Joiners and leavers
    • Pension Record
    • Process Management
    • Document Management
    • Pension Reports
    • Alerts
    • Pension Configuration 
    • Understanding the pension module and homepage
    • Understand the difference between entitled workers and jobholders
    • Understand the different ways to automatically enrol through opting in or joining
    • Manage employee opt-ins and opt-outs
    • Manage joiners
    • Manage cease of membership
    • Navigate to an employee’s pension record & understand the information displayed 
    • Understand the ongoing assessment of employees 
    • Understand the pension process for each payroll completion 
    • Upload new documents through document templates
    • Understand the administrative functionality for document management
    • Understand how pension documents can be sent to employees
    • Manage pension documents
    • View documents sent and those needing to be sent
    • Understanding how to access pension reports
    • Managing the relevant pension exports
    • Understand alert functionality
    • Create and edit alerts in the pension module 
    • Understand key functionality in the pension module configuration
    • Understand useful information in the pension module configuration 
    UK | Pensions
    What's Included? You will learn:
    • Worker Categories
    • Joiners and leavers
    • Pension Record
    • Process Management
    • Document Management
    • Pension Reports
    • Alerts
    • Pension Configuration
    • Understanding the pension module and homepage
    • Understand the difference between entitled workers and jobholders
    • Understand the different ways to automatically enrol through opting in or joining
    • Manage employee opt-ins and opt-outs
    • Manage joiners
    • Manage cease of membership
    • Navigate to an employee’s pension record & understand the information displayed 
    • Understand the ongoing assessment of employees 
    • Understand the pension process for each payroll completion 
    • Upload new documents through document templates
    • Understand the administrative functionality for document management
    • Understand how pension documents can be sent to employees
    • Manage pension documents
    • View documents sent and those needing to be sent
    • Understanding how to access pension reports
    • Managing the relevant pension exports
    • Understand alert functionality
    • Create and edit alerts in the pension module 
    • Understand key functionality in the pension module configuration
    • Understand useful information in the pension module configuration

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