COURSE SUMMARY

Take your payroll knowledge to the next level with this comprehensive 3-day, hands-on course designed to build efficient payroll processes in FOUNDATION®, from initial setup through daily processing and reporting.  Whether you’re new to payroll or looking to refine your current processes, this course will cover best practices for long-term success.

WHO SHOULD ATTEND

Foundation College: Mastering Your Payroll will be beneficial for anyone at your company involved in payroll.

Payroll Administrators | HR Professionals | Controllers | CPAs

KEY TAKEAWAYS

• Payroll Maintenance Setup
  • Configure core payroll components: Trades, Unions, Workers’ Compensation
  • Set up Earn Codes, Miscellaneous Deductions, Departments and Time off Accruals
• Employee & System Configuration
  • Apply best practices for Employee setup and tax configuration
  • Configure Sequences and Control File settings to streamline processes
  • Reduce manual entry with Payrate Rules, Overtime and Recurring Timecards 
  • Salary Proration and Job Setup for optimal Job Cost and General Ledger reporting

• Daily Payroll Functions
  • Timecard entry, customizing timecard formats and importing from Excel
  • Running precheck registers to verify accuracy before processing
  • Check Stub formatting and bank setup for issuing direct deposit export file
  • Use Payroll Corrections and Adjustment Genie for modifying previous payroll runs
• Reporting
  • Optimal reports for certified payroll, union deductions/fringes and tax reporting
  • Improve visibility into labor and burden costs for accurate job costing

• Foundation Products to Improve Payroll Processing Efficiency
  • Payroll4Construction payroll processing to manage tax liabilities and reporting 
  • WorkMax® mobile timecard and integration capabilities
  • HQ functions for managing new hire onboarding, employee records, certifications, PTO requests and performance reviews

EDUCATION OVERVIEW BY DAY

• Tuesday: Setting up the Payroll Module
• Wednesday: Running and Correcting Payroll
• Thursday: Special Payroll Functions, Payroll Reports and Add-Ons to Enhance Payroll
• Friday: Group Consulting and Q&A

*Agenda subject to change

REGISTRATION FEES & DISCOUNTS

WHAT'S INCLUDED

28 Hours of Education and up to 33.6 CPE credits:

• Educational Sessions: Tuesday–Thursday, 8:00 AM – 5:00 PM ET
• Optional Group Workshop Session: Friday, 8:00 AM – 12:00 PM ET

Food & Beverage:

• Breakfast, lunch, snacks, and beverage service provided daily.

Special Events:

• Tuesday Evening Welcome Reception: Foundation Software will host a complimentary Welcome Reception Tuesday evening at Eagles Edge. Reception includes dinner and open bar service, along with 10 bays of golf, yard games and more. Guest tickets can be purchased at registration.
• Wednesday Evening Event: Foundation Software has reserved the on-site mini-golf course, Crane's Adventure Golf. Team up with other attendees and play a round (or 2). Equipment is provided. Guest tickets can be purchased at registration.

Workbook:

• Each attendee will receive a 200+ page workbook, both printed and digital copies, for note-taking and participation.

Travel & Lodging:

• Travel and lodging are not included in the registration fee. For convenience, we recommend booking your stay through our exclusive Omni Orlando at ChampionsGate group block at a discounted rate of $269 per night (plus taxes and fees)—offering the best experience and proximity to the event.

CONTINUING PROFESSIONAL EDUCATION (CPE)

Level: Beginner/Intermediate/Advanced

Pre-Requisites & Advanced Preparation:

• Attendees should be familiar with their company’s payroll.
• General understanding of payroll concepts and navigation within FOUNDATION
• Basic experience entering timecards, processing and/or reviewing payroll data
• A recent copy of your current database to test course concepts in a sandbox environment – Please contact our support team for assistance creating or updating a practice database.

Delivery Method: Group Live

Field of Study: Computer Software & Applications – Non-Technical

Foundation Software is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

WHAT PAST ATTENDEES  HAD TO SAY

"I learned a lot from this event! It was a great opportunity to meet others in the same field, exchange ideas, and gain insights from their experiences. The sessions were practical and informative — I really appreciate the value Foundation Software brings to our work!"

Ali, Cost Control

“This experience was absolutely worth the time and financial investments. Kudos to the Events Team for putting on such a great event!

Jill, Controller

"This was my first Foundation College. This class provided so much detailed and applicable information. I will absolutely be attending another Foundation College."

Michelle, Accounting Coordinator

SEE YOU AT COLLEGE!

Cancellation Policy: Refunds may be given for cancellations sent to events@foundationsoft.com at least one month prior to the event start date. Cancellations between 3 and 30 days in advance may receive a 50% refund of the registration fees paid. Both cancellations made 2 business days prior to the events and no-shows will receive no refunds. Substitutions are available at any time for no additional cost.