Payroll User Training

Comprehensive training materials for BizFirstFi Payroll Platform

Home / Payroll Platform / User Training

Training Overview

Welcome to the BizFirstFi Payroll Platform training program. This comprehensive guide will help you master all aspects of the payroll system, from basic setup to advanced processing and compliance management.

Beginner Level

Learn the fundamentals of payroll processing, employee setup, and basic system navigation.

Start Beginner Training

Intermediate Level

Advanced payroll calculations, benefits administration, and compliance management.

Start Intermediate Training

Expert Level

System administration, custom configurations, reporting, and troubleshooting.

Start Expert Training

Module 1: Getting Started (Beginner)

1.1 System Access and Navigation
  • How to log into the BizFirstFi Payroll Platform
  • Understanding the dashboard layout and navigation
  • Personalizing your workspace and preferences
  • Basic security and password management
1.2 Company Setup
  • Configuring company information and settings
  • Setting up pay schedules and pay periods
  • Configuring tax settings and jurisdictions
  • Establishing banking and payment methods
1.3 Employee Management Basics
  • Adding new employees to the system
  • Managing employee personal information
  • Setting up compensation and pay rates
  • Understanding employee status and classifications

Quick Start Checklist

1. Complete system login and initial setup 2. Configure company basic information 3. Set up first pay schedule 4. Add 3-5 test employees 5. Process a test payroll run 6. Review generated reports 7. Complete beginner assessment

Training Resources

  • Interactive video tutorials (2 hours)
  • Step-by-step written guides
  • Practice environment access
  • Knowledge assessment quiz

Module 2: Advanced Processing (Intermediate)

2.1 Complex Payroll Calculations
  • Overtime and double-time calculations
  • Commission and bonus processing
  • Multiple pay rate handling
  • Retroactive pay adjustments
2.2 Benefits Administration
  • Health insurance and benefits setup
  • Retirement plan contributions
  • Flexible spending accounts
  • COBRA administration
2.3 Tax Management
  • Multi-state tax processing
  • Local tax jurisdiction setup
  • Tax withholding adjustments
  • Year-end tax document preparation
2.4 Time and Attendance Integration
  • Importing timesheet data
  • Handling time-off requests
  • Managing shift differentials
  • Processing attendance corrections
Training Module Duration Format Prerequisites
Complex Calculations 3 hours Interactive Workshop Module 1 Complete
Benefits Administration 2.5 hours Hands-on Training Module 1 Complete
Tax Management 4 hours Instructor-led Modules 1-2 Complete
T&A Integration 2 hours Lab Exercise Module 1 Complete

Module 3: System Administration (Expert)

3.1 Advanced System Configuration
  • Custom pay codes and earnings types
  • Advanced deduction configurations
  • Workflow automation setup
  • Multi-company and subsidiary management
3.2 Reporting and Analytics
  • Creating custom reports
  • Setting up automated report distribution
  • Using analytics dashboard
  • Compliance reporting automation
3.3 Integration Management
  • HRIS system integrations
  • Banking and payment processing
  • API configuration and monitoring
  • Data import/export procedures
3.4 Troubleshooting and Support
  • Common error resolution
  • Performance optimization
  • User support and training
  • System maintenance procedures

Certification Program

Complete all three modules to earn BizFirstFi Payroll Administrator certification.

  • 40 hours of comprehensive training
  • Hands-on practical exercises
  • Final certification exam
  • Continuing education credits

Support Resources

Additional resources to support your learning journey.

  • 24/7 help desk support
  • User community forums
  • Knowledge base articles
  • Video library access

Training Schedule & Registration

Training Session Date Time Format Registration
Beginner Fundamentals Weekly - Tuesdays 10:00 AM - 12:00 PM EST Virtual Live Open
Intermediate Processing Bi-weekly - Thursdays 2:00 PM - 5:00 PM EST Virtual Live Open
Expert Administration Monthly - First Friday 9:00 AM - 5:00 PM EST In-Person/Virtual Limited
Custom Training On-Demand Flexible On-Site Available

Registration Information

Training Contact

Email: [email protected]

Phone: +1-800-BIZFIRST ext. 5

Hours: Mon-Fri 8AM-6PM EST

Prerequisites

  • Active BizFirstFi platform account
  • Administrative access rights
  • Basic computer proficiency
  • Understanding of payroll concepts