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Automate

AUTOMATE TIME-TRACKING TO SIMPLIFY PAYROLL

Cost Free
CPE Credits 1.5 hours
CE Credits 0.0 hours
Course Level Basic
Instructional Method Self Study
Prerequisites None
Advanced Preparation None
Course Description

As an accounting professional, you do all that you can to help your clients create better processes and save time and money...so why not automate time tracking for payroll?

Accounting professionals no longer have to put up with an multi step, multi hour payroll process! The quick and seamless payroll integration revolution has arrived! Join TSheets for an educational and fun webinar focusing on what's new in the automated time tracking world and why your clients will love you for sharing innovative tools that help them save money (2% gross payroll costs anyone?), gain valuable insights into their payroll, and protect them with government approved audit trails. Take your cumbersome payroll process down to a few easy steps with TSheets!

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Learning Objectives

  • Determine how TSHEETS can help businesses improve payroll processes. Accountant professionals NOW have an alternative to the manual organizing, tracking, and entering of key information required to run payroll: Overtime, PTO, Time against projects / jobs / customers, Project-based pay (accommodate different pay rates by job code / customer)

  • Identify helpful features of the TSHEETS interface and reporting capabilities. Side by Side Summary Comparing the Use of TSheets vs. Manual Payroll Methods Without TSheets, an Accountant: Receives and organizes timesheet data from client (paper, spreadsheets, faxes, multiple emails, Google docs, etc.), Manually tracks and enters PTO and PTO accruals, Calculates time totals manually, Calculates overtime, Separates PTO hours from regular hours, Hand keys in each employees' timesheets, Breaks out time against customers / jobs, THEN runs payroll, Then makes sure all the files and records are in their proper places, hoping there will not be a labor dispute or an audit in the company's future...

  • Automating time-tracking creates a HUGE payoff for bookkeepers and accountants...and their clients! What's the payoff for accountants? Payroll is no longer a "dreaded" day in the life; it is simple and fast, There's time to take on new clients and grow your business. Your clients have insight into their business they've never had before: Mistakes are found faster with time to implement accuracy controls, Payroll errors are eliminated, Overtime expenses are reduced (with overtime alerts in place), Job costing is exact (not a best guess), Billing / invoicing efficiency, On avg. 2% gross payroll cost savings, YOU become a superhero Accountant!

  • Additionally, TSheets has a number of most LOVED features: Mobile / GPS, Offline time entry, Multiple locations, Who's working on what customers / jobs, Crew management, Ability to edit timesheets, Approvals, Approvals reminders, Overtime alerts, PTO accruals, Job costing, Reporting capabilities, DOL compliant / audit trail

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Jessica considers herself an Idaho native, and loves everything about living in the Boise area. She graduated with a degree in Theatre and Communications in 2012 from Whitworth University in Spokane, WA. After working a few different jobs, she found her home at TSheets in December 2014 on the Customer Experience team. Jessica recently transitioned onto the Accountant Channel and has loved getting to know all of the TSheets Pros, and helping them recognize the value that TSheets provides to their own practice and their client's businesses. When she's not trotting the globe meeting accountants, you can find her performing improv with a local group, and spending time with friends, family, and her chiweenie, Dexter.

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Debbie Birkland

TSheets
Empress of Employee Euphoria
debbie_birkland@intuit.com
(888) 836-2720

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I have the privilege of supporting our PROs (QB Proadvisors, CPAs, Accountants, Bookkeepers) and working with them to determine if TSheets' time tracking solution would be a great fit for their clients. This includes providing personalized demos of TSheets, phone support, as well as technical support of our product.

Additional Materials
Supporting Documentation
Course Outline
Track and Schedule Employee Time
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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TSheets is a time tracking application designed and engineered for companies across multiple industries that need to track, manage and report time. Utilizing web-based, cloud computing technology that integrates with multiple platforms, smartphones and software programs, TSheets provides a customizable alternative to paper timesheets and punch cards to streamline HR and IT roles for businesses of all sizes—from freelance shops to corporations employing tens of thousands.