Payroll App
Payroll App
Pay Connect App
Pay Connect App
Getting Started with Payroll
Getting Started with Payroll
This course covers the initial setup of Payroll in Zenefits.
FREE
15 min
Getting Started with PayrollImplementation Training15 Days
Creating a Time Off Policy
Creating a Time Off Policy
This course covers the initial setup of Time Off in Zenefits.
FREE
20 min
AdminGetting Started with TimeGetting Started with Time OffImplementation Training30 Days30 DAYS
Getting Started with Time & Attendance
Getting Started with Time & Attendance
This course covers the initial setup of Time & Attendance.
FREE
7 min
AdminGetting Started with TimeGetting Started with Time & AttendanceImplementation Training30 Days30 DAYS
What to Expect with your First Pay Run
What to Expect with your First Pay Run
This step by step training walks you through understanding pay run status, editing pay runs, and processing pay runs.
FREE
5 min
Payroll30 Days
Completing an Off Cycle Pay Run
Completing an Off Cycle Pay Run
This course will walk you through each step of completing an off cycle pay run.
FREE
3 min
Payrolladmin45 Days
Completing an Off Cycle Bonus Pay Run
Completing an Off Cycle Bonus Pay Run
This course will walk you through each step of completing an off cycle bonus pay run.
FREE
2 min
AdminPayroll45 Days
Adding a Bonus to a Scheduled Pay Run
Adding a Bonus to a Scheduled Pay Run
This course will walk you through the steps to add a bonus to a scheduled pay run.
FREE
2 min
Payroll45 Days
Mapping Accounting Integrations
Mapping Accounting Integrations
This course will walk you through mapping your account integrations to sync with Payroll.
FREE
2 min
AdminPayrollImplementation Training15 Days
How to View Employee Pay Stubs
How to View Employee Pay Stubs
This course will walk you through each step of accessing, sorting and downloading employee pay stubs via the Payroll app.
FREE
1 min
AdminPayrollManagerEmployee Pay Stubs30 Days
How to View Personal Pay Stubs
How to View Personal Pay Stubs
This course will walk you through how to access, view, and download copies of your pay stubs
FREE
1 min
AdminPayrollManagerEmployee30 Days
How to Manage and Approve Time Off
How to Manage and Approve Time Off
Learn how to view company time off policies, employees time off and approve employees' time off.
FREE
5 min
AdminManagerEmployeeTime OffManaging Time Off45 Days30 days45 DAYS
Time Off Tracking and Requests
Time Off Tracking and Requests
Learn how to view your time off and enter your requests in this step-by-step training.
FREE
5 min
AdminManagerEmployeeTime Off45 Days30 days45 DAYS
How to Hire a New Employee
How to Hire a New Employee
This step-by-step training will walk you through the steps to hire a new employee.
FREE
4 min
HRAdminManagerHiringHireHow to HireHiring & Terminating60 Days45 days60 DAYS
How to Terminate an Employee as an Administrator
How to Terminate an Employee as an Administrator
This training will walk you through the termination flow for an administrator's point of view.
FREE
2 min
HRAdminManagerHiringTerminatingHiring & Terminating60 Days45 days60 DAYS
Offer Letter Setup
Offer Letter Setup
Learn how to create an offer letter template in this step-by-step training.
FREE
3 min
AdminManagerHiringOffer LetterGetting Started with HiringHiring & Onboarding SetupImplementation Training30 Days30 DAYS
Employee Handbook Setup
Employee Handbook Setup
Learn how to create an employee handbook in this step-by-step training.
FREE
1 min
AdminHiringGetting Started with HiringEmployee HandbookImplementation Training
Hiring Agreement Setup
Hiring Agreement Setup
Learn how to create a Hiring Agreement in this step-by-step training.
FREE
2 min
AdminHiringGetting Started with HiringHiring AgreementHiring & Onboarding SetupImplementation Training30 Days30 DAYS
Welcome Letter Setup
Welcome Letter Setup
Learn how to create a welcome letter template in this step-by-step training.
FREE
2 min
AdminManagerHiringGetting Started with HiringWelcome LetterHiring & Onboarding SetupImplementation Training30 Days30 DAYS
Background Check Setup
Background Check Setup
Learn how to setup a background check in this step-by-step training.
FREE
4 min
AdminHiringGetting Started with HiringBackground ChecksHiring & Onboarding SetupImplementation Training30 Days30 DAYS
Non-Exempt Notice Setup
Non-Exempt Notice Setup
Learn how to setup non-exempt notices in this step-by-step training.
FREE
5 min
AdminHiringGetting Started with HiringNon-Exempt NoticeHiring & Onboarding SetupImplementation Training30 Days30 DAYS
Optional Onboarding Questions
Optional Onboarding Questions
Learn how to setup optional onboarding questions in this step-by-step training.
FREE
1 min
AdminHiringGetting Started with HiringOptional Onboarding QuestionsHiring & Onboarding SetupImplementation Training30 Days30 DAYS
Zenefits 101: Admin
Zenefits 101: Admin
This overview course will take you through the admin dashboard and the basics of Zenefits platform.
FREE
14 min
Getting StartedAdminZenefits 101ImplementationImplementation Training15 Days
Zenefits 101: Manager
Zenefits 101: Manager
This overview course will walk you through manager dashboard and the basics of the Zenefits platform.
FREE
13 min
ManagerZenefits 101Zenefits Overview15 Days
Zenefits 101: Employee
Zenefits 101: Employee
This overview course will take you through employee dashboard and the basics of the Zenefits platform.
FREE
11 min
EmployeeZenefits 101Employees15 Days
Understanding Business Intelligence
Understanding Business Intelligence
This course provides an overview of the available premade reports.
FREE
8 min
AdminManagerBusiness Intelligence45 Days45 DAYS60 days
Creating Custom Fields
Creating Custom Fields
Learn how to create and utilize custom fields to automate employee data collection.
FREE
6 min
AdminHiringCustom FieldsCreating Custom Emails & Fields30 Days30 DAYS
How to Complete a Peer Review
How to Complete a Peer Review
This course will take you through each step of completing an assigned peer review.
FREE
2 min
AdminManagerEmployeePerformance ManagmentPeer Review60 DaysPrior to Review Cycle60 DAYS60 days
How to Complete a Self Review
How to Complete a Self Review
This course will take you through each step of completing an assigned self review.
FREE
2 min
AdminManagerEmployeePerformance ManagmentSelf Review60 DaysPrior to Review Cycle60 DAYS60 days
Reviewing and Approving Time & Attendance
Reviewing and Approving Time & Attendance
This step-by-step training will walk you through reviewing and approving Time & Attendance, as well as, show you how to edit time sheets.
FREE
9 min
AdminManagerTime & AttendanceReviewing and Approving Time & AttendanceManaging Time & Attendance45 Days30 days45 DAYS
Creating Custom Emails
Creating Custom Emails
Learn how to create and utilize custom emails.
FREE
5 min
AdminHiringCustom EmailsCreating Custom Emails & Fields30 Days30 DAYS
Setting Up Blackout Dates
Setting Up Blackout Dates
Learn how to access, edit, and update your time off policies to reflect blackout dates.
FREE
3 min
AdminTime OffBlackout Dates30 Days30 DAYS
New Hire Onboarding
New Hire Onboarding
Learn how to setup a new employee account.
FREE
4 min
AdminManagerEmployeeHiringPersonal InformationOnboardingEmployeesEmployee Onboarding30 Days30 DAYS30 days
Existing Employee Onboarding
Existing Employee Onboarding
Learn how to setup a existing employee account.
FREE
3 min
AdminEmployeeHiringPersonal InformationOnboardingEmployee Onboarding
How to Track Time: Self Reporting In/Out Times
How to Track Time: Self Reporting In/Out Times
Learn how to record time using self-reporting in/out times.
FREE
3 min
AdminManagerEmployeeTime & AttendanceTime Tracking30 Days45 DAYS
How to Track Time: Self Reporting Total Hours
How to Track Time: Self Reporting Total Hours
Learn how to record time using self-reporting total hours
FREE
2 min
AdminManagerEmployeeTime & AttendanceTime Tracking30 Days45 DAYS
How to Track Time:  Web Timekeeper
How to Track Time: Web Timekeeper
Learn how to record time using Web Timekeeper
FREE
1 min
AdminManagerEmployeeTime & AttendanceTime Tracking30 Days45 DAYS
Time & Attendance Settings
Time & Attendance Settings
Learn how to adjust the settings in Time & Attendance.
FREE
3 min
AdminTime & Attendance60 Days60 DAYS
Tips on Determining ALE Status and Calculating FTEs
Tips on Determining ALE Status and Calculating FTEs
Learn how to determine ALE status and calculate the number of FTEs in this step-by-step training.
FREE
8 min
AdminACA Compliance90 Days
Configuring the ACA Compliance App
Configuring the ACA Compliance App
Learn how to determine ALE status, confirm medical plans, and configure the lookback measurement.
FREE
11 min
ACA Compliance90 Days
Creating a New Review
Creating a New Review
This course will take you through each step of creating a new review.
FREE
8 min
AdminManagerPerformance ManagmentNew Review60 DaysPrior to Review Cycle60 DAYS
Reviewing and Completing Employee Details in ACA Compliance
Reviewing and Completing Employee Details in ACA Compliance
Learn how to review employee data in the ACA Compliance app and complete missing data.
FREE
9 min
AdminACA Compliance90 Days
Understanding the ACA Compliance Overview Page
Understanding the ACA Compliance Overview Page
Learn about the ACA Compliance Overview page including pending actions.
FREE
9 min
AdminACA Compliance90 Days
ACA Form Generation and Filing
ACA Form Generation and Filing
Learn about the ACA form generation and filing form 1094-C and 1095-C.
FREE
7 min
AdminACA Compliance90 Days
Creating a Review from a Template
Creating a Review from a Template
This course will take you through creating a review from a template.
FREE
3 min
AdminManagerPerformance ManagmentReview Templates60 DaysPrior to Review Cycle60 DAYS
Adding Custom Subjects
Adding Custom Subjects
This course will take you through adding custom subjects to a review template.
FREE
1 min
Performance ManagmentCustom Reviewees60 DaysPrior to Review Cycle60 DAYS
Applying Custom Ratings
Applying Custom Ratings
This course will take you through applying custom ratings to the review template.
FREE
1 min
AdminPerformance ManagmentCustom Ratings60 DaysPrior to Review Cycle60 DAYS
Managing Reviewers
Managing Reviewers
This course will take you through adding and removing reviewers.
FREE
1 min
AdminPerformance Managment60 DaysPrior to Review Cycle60 DAYS
Setting Up Goals
Setting Up Goals
This course you will learn how to create, update, and manage goals.
FREE
5 min
AdminPerformance ManagmentSetting up Goals60 Days60 DAYS60 days
How to Rehire an Employee
How to Rehire an Employee
This step-by-step training will walk you through the steps to rehire a terminated employee
FREE
2 min
AdminManagerHiringRehireTerminatingHireHow to HireHiring & Terminating60 Days45 days60 DAYS
Bulk Edit Employee Earnings
Bulk Edit Employee Earnings
This course will walk you through bulk editing employee earnings in a pay run
FREE
4 min
PayrollPay Run - Earnings Bulk Upload45 DaysZenefits Payroll
Understanding Company Profile
Understanding Company Profile
This course will walk you through how to manage the settings in the Company Profile app.
FREE
5 min
AdminCompany Profile60 Days
Understanding Integrated Apps
Understanding Integrated Apps
In this course, you will learn the benefits of integrated apps and how to enable apps on the dashboard.
FREE
4 min
AdminIntegrated Apps
Time & Attendance Notes
Time & Attendance Notes
This step-by-step training will walk you through how to enable and use notes when editing a time sheet in Time & Attendance.
FREE
5 min
Time & AttendanceTime & Attendance Notes45 Days30 days45 DAYS
Carrier Fulfillment 101
Carrier Fulfillment 101
Understand what carrier fulfillment is and the types of benefits events supported in Zenefits
FREE
4 min
Fulfillment
How to Setup One-on-Ones
How to Setup One-on-Ones
Learn how to setup individual one on ones from the Performance Management App.
FREE
8 min
60 Days60 DAYS60 days
Commuter Benefits 101
Commuter Benefits 101
This course will take you through the basics of Commuter Benefits.
FREE
2 min
Commuter Benefits
Enrollment and Contributions
Enrollment and Contributions
Learn how to enroll and contribute to a Commuter Benefits
FREE
5 min
Commuter Benefits
Cards and Balances
Cards and Balances
This course will take you through the basics of using your commuter benefits card
FREE
3 min
Commuter Benefits
How to Submit a Claim
How to Submit a Claim
Learn how to submit a commuter benefits claim from the mobile app or desktop
FREE
3 min
Commuter Benefits
After Employment and Cancelation
After Employment and Cancelation
This course will explain what happens to your commuter benefits after termination
FREE
2 min
Commuter Benefits
Performance Management 101
Performance Management 101
This course will take you through the features and benefits of the Performance Management feature.
FREE
2 min
AdminManagerImplementation Training45 Days45 DAYS45 days
How to Delete Reviews
How to Delete Reviews
This course will take you through deleting reviews no longer in use.
FREE
3 min
60 DaysPrior to Review Cycle60 DAYS60 days
Goal Commenting
Goal Commenting
This course will take you through leaving comments on goals.
FREE
3 min
60 Days60 DAYS60 days
How to Download Scheduling Reports
How to Download Scheduling Reports
This course will take you through how to download a report for Scheduling
FREE
1 min
ManagerManaging Schedules90 Days60 days90 DAYS
How to Manage Schedules
How to Manage Schedules
This step by step course will take you through the basics of adding, managing and editing shifts.
FREE
8 min
AdminManagerManaging Schedules45 Days30 days45 DAYS
Payroll Reports Part 1
Payroll Reports Part 1
This course will go over the new Payroll Reports for Zenefits Payroll
FREE
5 min
90 Days
Navigating the Benefits Administration App
Navigating the Benefits Administration App
Let's walk through the different features and tools available in the Benefits Administration App.
FREE
5 min
EmployeesBen Admin Set-up
Employee Eligibility
Employee Eligibility
Learn how to determine employee eligibility and what to do when eligibility needs to be corrected in Zenefits
FREE
3 min
Employees
How to Send Employee Enrollment Forms
How to Send Employee Enrollment Forms
Learn how to send employee enrollment forms from carrier fulfillment tasks
FREE
3 min
Fulfillment
FSA 101
FSA 101
This course will take you through the basics of a Flexible Spending Account
FREE
2 min
FSA Enrollment and Contribution
FSA Enrollment and Contribution
This course will walk you through the FSA enrollment flow and contribution change flow.
FREE
6 min
FSA
FSA Balance and Transactions
FSA Balance and Transactions
Learn where to view your FSA balance and transactions from your own Zenefits dashboard.
FREE
1 min
FSA
FSA Card 101
FSA Card 101
Learn how to properly use your FSA card and view card details.
FREE
1 min
FSA
FSA Filing a Claim
FSA Filing a Claim
This course will walk you through the claim submission process.
FREE
2 min
FSA
FSA Termination and End of Plan Year
FSA Termination and End of Plan Year
This course will explain the rules of FSA after employment and at the end of the plan year.
FREE
2 min
FSA
Employee Coverages & Event Log
Employee Coverages & Event Log
Learn how to determine past, current, and upcoming employee enrollments, and what to do when employee enrollments need to be corrected in Zenefits
FREE
7 min
AdminEmployees
How to Use the Benefits Preview Link
How to Use the Benefits Preview Link
Learn about the Benefits Preview Link and how to use it
FREE
2 min
Employees
How to Generate and Sign the Section 125
How to Generate and Sign the Section 125
Learn how to generate and sign your Section 125 in Zenefits
FREE
1 min
Compliance
How to Generate and Sign the Summary Plan Description
How to Generate and Sign the Summary Plan Description
Learn how to generate and sign the summary plan description in Zenefits
FREE
3 min
Compliance
How to Select a COBRA Administrator
How to Select a COBRA Administrator
Learn how to set your COBRA Administrator in Zenefits.
FREE
1 min
COBRA
Managing Open Enrollment Progress
Managing Open Enrollment Progress
Learn about the different tools you can use to help you stay on top of employee open enrollment progress during renewal
FREE
4 min
Open Enrollment
Open Enrollment Reports
Open Enrollment Reports
Learn about the different open enrollment reports available for download
FREE
2 min
Open Enrollment
Renewal Plans & Plan Mapping
Renewal Plans & Plan Mapping
Learn about where to find renewal plan information and plan mapping
FREE
3 min
Open Enrollment
How To Change Open Enrollment Deadline
How To Change Open Enrollment Deadline
A step-by-step guide on how to change the open enrollment deadline
FREE
1 min
Open Enrollment
How to Send Open Enrollment Reminders
How to Send Open Enrollment Reminders
A step-by-step guide on how to send reminders to employees to complete open enrollment
FREE
1 min
Open Enrollment
How to Invite Employees to Open Enrollment
How to Invite Employees to Open Enrollment
A step-by-step guide on how to invite employees to open enrollment after it has already launched
FREE
1 min
Open Enrollment
Open Enrollment 101
Open Enrollment 101
Learn about setting up and running a renewal through Zenefits
FREE
3 min
Open Enrollment
End of Year Payroll Quick W-2 Overview
End of Year Payroll Quick W-2 Overview
In this course, we'll do a quick overview of the W-2 preview tool and best practices at the end of the year
FREE
3 min
How to Create, Change, and Cancel Employee Enrollments
How to Create, Change, and Cancel Employee Enrollments
A step-by-step guide on how to create, change, and cancel ongoing employee enrollments.
FREE
5 min
EmployeesOpen EnrollmentBenefits Administration
Insurance Enrollment Flow
Insurance Enrollment Flow
In this course, we'll walk you through how to complete enrollment in Zenefits.
FREE
4 min
Insurance
Setting Up Recurring Shifts
Setting Up Recurring Shifts
This course will walk you through how to set up a recurring shift.
FREE
3 min
AdminManaging Schedules30 Days30 DAYS30 days
How to Run Payroll in Zenefits
How to Run Payroll in Zenefits
This course will walk you through how to approve your pay run in Zenefits
FREE
5 min
45 Days
Managing Templates and Settings in the Payroll App
Managing Templates and Settings in the Payroll App
This course will go over how to manage template and settings for Zenefits Payroll
FREE
5 min
15 Days
How to Reset or Delete a Pay Run
How to Reset or Delete a Pay Run
This course will walk you through how to reset or delete a pay run
FREE
1 min
45 Days
How to View Pay Runs
How to View Pay Runs
This course will walk you through how to view pay runs in the Payroll App
FREE
2 min
45 Days
How to Add, Cancel, and Decline Employee Coverage
How to Add, Cancel, and Decline Employee Coverage
A step-by-step guide on how to add, cancel, and decline employee coverage.
FREE
6 min
Employees
General Ledger Setup
General Ledger Setup
In this course, you'll learn how to better manage your company's expenses via the General Ledger Tool
FREE
7 min
Admin60 Days
How to Change Employee Plan, Event Effective Date, and Dependent Coverage
How to Change Employee Plan, Event Effective Date, and Dependent Coverage
A step-by-step guide on how to change an employee’s enrolled plan, an event effective date, and dependent enrollments.
FREE
6 min
Employees
Payroll Reports Part 2
Payroll Reports Part 2
This course will go over more of the new Payroll Reports for Zenefits Payroll
FREE
5 min
90 Days
Introduction to Multiple Pay Rates [BETA]
Introduction to Multiple Pay Rates [BETA]
In this course, you'll learn how to setup Multiple Pay Rates and add them in Payroll.
FREE
4 min
15 Days
Introduction to Documents
Introduction to Documents
This course will introduce you to the basics of the Documents app
FREE
2 min
AdminManager45 Days45 DAYS
Employee Documents
Employee Documents
This course will walk you through how to upload pre-existing documents to an employee profile.
FREE
2 min
Admin45 Days45 DAYS
Hiring Contingent Workers
Hiring Contingent Workers
This course will walk you through how to hire Contingent Workers in Zenefits.
FREE
2 min
Admin
Hiring Settings for Contingent Workers
Hiring Settings for Contingent Workers
This course will go over custom emails and custom fields for Contingent Workers.
FREE
2 min
Admin
Performance Management for Contingent Workers
Performance Management for Contingent Workers
Learn how to create a review for Contingent Workers.
FREE
2 min
Time and Attendance for Contingent Workers
Time and Attendance for Contingent Workers
This course will go over how to manage Contingent Workers' in T&A
FREE
2 min
AdminManager
Payroll for Contingent Workers
Payroll for Contingent Workers
This course will walk you through how to pay Contingent Workers in Zenefits.
FREE
2 min
45 Days
Understanding the Task Manager & Fulfillment Tasks
Understanding the Task Manager & Fulfillment Tasks
Learn about the Task Manager, when and how Fulfillment Tasks generate, when they don’t, and more!
FREE
8 min
Fulfillment
Understanding Carrier Connection
Understanding Carrier Connection
Learn about Carrier Connection and the different services available: Portal Automation and EDI.
FREE
6 min
Fulfillment
Creating a Change Letter
Creating a Change Letter
This course will walk you through how to create a Change Letter template in Zenefits
FREE
2 min
Admin90 Days45 days90 DAYS
Sending a Change Letter
Sending a Change Letter
This course will go through the steps of sending a Change Letter to an employee.
FREE
2 min
AdminManager90 Days45 days90 DAYS
BenAdmin Optional Permissions
BenAdmin Optional Permissions
This course will walk you through how to edit your BenAdmin's permissions.
FREE
2 min
60 DaysBen Admin Set-up
Custom Reports 101
Custom Reports 101
These course will walk you through how to create and run Custom Reports.
FREE
4 min
Admin45 Days45 DAYS
Benefits Administration with Zenefits
Benefits Administration with Zenefits
Develop a basic understanding of how benefits administration works with Zenefits.
FREE
2 min
Setting up Compensation Management
Setting up Compensation Management
These course will walk you through the setup flow of this feature.
FREE
4 min
Admin45 Days45 DAYS
Overview in Compensation Management
Overview in Compensation Management
Learn the different sections of the overview tab and how to best utilize its data.
FREE
2 min
Admin45 Days45 DAYS
Settings in Compensation Management
Settings in Compensation Management
This training goes over how to access and make changes in the settings tab.
FREE
1 min
Admin90 Days90 DAYS
Salary Insights in Compensation Management
Salary Insights in Compensation Management
Learn how to best utilize the Salary Insights tool for compensation decisions.
FREE
1 min
Admin90 Days90 DAYS
Time Off Requirements
Time Off Requirements
Learn some key pointers from our ZenExperts in regards to paid time off.
FREE
2 min
AdminImplementation Training15 Days
Introduction to Labor Distribution
Introduction to Labor Distribution
In this course, you'll learn how to setup Labor Distribution groups and add them to payroll.
FREE
7 min
Admin15 Days
Job Benchmarking in Compensation Management
Job Benchmarking in Compensation Management
This course explains how to search employee data using the benchmarking tool.
FREE
2 min
AdminManager90 Days90 DAYS
General Ledger 101
General Ledger 101
A quick 101 course about General Ledger and how this is beneficial for your company
FREE
3 min
60 Days
Well-being for Employees
Well-being for Employees
Learn how to complete self-assessments and manage your progress through the well-being app.
FREE
4 min
AdminManagerEmployees45 Days45 DAYS45 days
Well-being for Administrators
Well-being for Administrators
Learn how manage your company's well being data based on employee assessment results.
FREE
3 min
Admin60 Days
Well-being 101
Well-being 101
Learn what Well-being is all about and it's key benefits for admins and employees
FREE
4 min
45 Days45 DAYS45 days
How to Add Reported Tips to Payroll
How to Add Reported Tips to Payroll
This course will show you a step by step process of adding tips to an employee's payrun.
FREE
2 min
Tips Reporting
Tips Reporting
Learn how to add Reported Tips as a Pay Type in Zenefits Payroll
FREE
2 min
30 Days
Entering Total Hours Worked - Mobile App
Entering Total Hours Worked - Mobile App
This course will go over how to enter your total hours worked in the Zenefits Mobile App.
FREE
2 min
45 DAYS
Clocking In and Out - Mobile App
Clocking In and Out - Mobile App
Learn how to clock in and out in real time through TimeKeeper in the Zenefits Mobile App.
FREE
2 min
AdminManagerEmployees45 DAYS
Entering In and Out Times - Mobile App
Entering In and Out Times - Mobile App
Learn how to enter your start and end times worked in the Zenefits Mobile App.
FREE
2 min
AdminManagerEmployees45 DAYS
Time Off Common Themes
Time Off Common Themes
Learn some common themes from our ZenExperts in regards to paid time off.
FREE
4 min
Admin15 Days
How to Update my Personal Information
How to Update my Personal Information
Learn how to update your personal details in the Personal Information App
FREE
2 min
AdminManagerEmployeeEmployees30 Days30 DAYS30 days
How to Update my Bank Information
How to Update my Bank Information
Learn how to update your bank account details in the Personal Information App
FREE
2 min
AdminEmployees30 Days30 DAYS30 days
How to Update my Tax Information
How to Update my Tax Information
Learn how to update your tax withholdings in the Personal Information App
FREE
2 min
AdminManagerEmployees30 Days30 DAYS30 days
How to Access my Employee Documents
How to Access my Employee Documents
Learn how to manage your documents in the Personal Information App.
FREE
2 min
AdminManagerEmployees30 Days30 DAYS30 days
Managing Work Locations, Departments & Positions
Managing Work Locations, Departments & Positions
Learn how to add, remove and edit company labor groups
FREE
3 min
AdminManager60 Days60 DAYS
Time Off Policy Considerations
Time Off Policy Considerations
This training will go over things you'll want to consider before building a PTO Policy
FREE
3 min
Admin15 Days
Company Documents
Company Documents
This course will go over how to manage your company documents.
FREE
7 min
AdminManager45 Days45 DAYS
How to Terminate an Employee as a Manager
How to Terminate an Employee as a Manager
This training will walk you through the termination flow for a manager's point of view.
FREE
3 min
45 Days45 days
Insurance Enrollment Flow - Mobile App
Insurance Enrollment Flow - Mobile App
This training will go over how to complete your enrollment via the Zenefits Mobile app.
FREE
4 min
Insurance
How to Cancel Coverage Mid Year
How to Cancel Coverage Mid Year
In this course, we'll walk you through how to cancel your insurance coverage mid year.
FREE
2 min
Insurance
How to Enroll in Coverage Mid Year
How to Enroll in Coverage Mid Year
This course will walk you through how to enroll in coverage via a Qualifying Life Event.
FREE
5 min
Insurance
How to Add Additional Administrators
How to Add Additional Administrators
Learn how to add additional administrators for your company's Zenefits account
FREE
3 min
60 Days
How to Edit or Delete Additional Adminstrators
How to Edit or Delete Additional Adminstrators
Learn how to edit permissions and roles or delete additional company administrators.
FREE
2 min
60 Days
How to Access HR Library
How to Access HR Library
Learn how to access the HR Library app from your Admin dashboard
FREE
1 min
15 Days
General Overview
General Overview
This course will go over the general overview of the HR Library app
FREE
2 min
15 Days
State Laws
State Laws
This course will go over the State Laws feature in the HR Library app
FREE
2 min
60 Days60 DAYS
Forms and Policies
Forms and Policies
This course will go over the Forms and Policies feature in the HR Library app
FREE
2 min
60 Days60 DAYS
HR Apps and Tools
HR Apps and Tools
This course will go over the HR Apps and Tools feature in the HR Library app
FREE
2 min
60 Days60 DAYS
HR Training
HR Training
This course will go over the HR Training feature in the HR Library app
FREE
2 min
60 Days60 DAYS
How to Export 401k Data
How to Export 401k Data
This course will go over how to export 401k data from your Zenefits account
FREE
3 min
60 Days
How to Import 401k Data
How to Import 401k Data
This course will go over how to import 401k data from your Zenefits account
FREE
4 min
60 Days
Linked Zenefits Account 101
Linked Zenefits Account 101
This course will go over how access multiple Zenefits account from one hub
FREE
2 min
Custom Reporting for Linked Companies
Custom Reporting for Linked Companies
This course will go over how to create custom reports for multiple companies
FREE
4 min
Review Response Types
Review Response Types
This course will explain the different type of responses available for performance review
FREE
5 min
Meal Break Penalty 101
Meal Break Penalty 101
Learn how to setup and manage Meal Break penalty in Time & Attendance
FREE
6 min
Equal Employment Opportunity Report
Equal Employment Opportunity Report
This course will walk you through how to download the EEO report from Zenefits
FREE
11 min
Entering Time in the iPad TimeKeeper App
Entering Time in the iPad TimeKeeper App
Learn how to setup your profile and enter hours worked in the iPad TimeKeeper app
FREE
3 min
Garnishments in Payroll
Garnishments in Payroll
This course will walk you through how to manage Garnishments in Payroll
FREE
6 min
Zywave Learning Integration
Zywave Learning Integration
This course will walk you through how to setup Zywave Learning.
FREE
3 min
Tsheets Integration Setup and File Upload
Tsheets Integration Setup and File Upload
This course will walk you through how to setup and manage your Tsheets Integration
FREE
4 min
Certified Professional Exam - Essentials
Certified Professional Exam - Essentials
FREE
Quoting Tool 101
Quoting Tool 101
Learn the ins and outs of our benefits Quoting Tool and how to best leverage its features.
FREE
9 min
Gusto Sync Authentication
Gusto Sync Authentication
Learn how to authenticate your company's Gusto sync with Zenefits
FREE
1 min
Organization Chart 101
Organization Chart 101
Learn how to setup and manage the org chart in Zenefits
FREE
3 min
Variable Compensation 101 [BETA]
Variable Compensation 101 [BETA]
Learn how to setup and manage Variable Compensation.
FREE
6 min
Creating a Leave of Absence Policy
Creating a Leave of Absence Policy
Learn how to create an LOA policy in the Time Off App
FREE
7 min
Reporting an Employee's Leave of Absence
Reporting an Employee's Leave of Absence
This course will walk you through assigning an employee to a LOA
FREE
4 min
Project Codes 101
Project Codes 101
Learn how to setup and manage Project Codes in Zenefits
FREE
8 min
How to use Zenefits for HR 6201 and the CARES Act
How to use Zenefits for HR 6201 and the CARES Act
Learn how to use Zenefits for the Paycheck Protection Program, Tax Credits, Paid Sick Leave, and Paid Family & Medical Leave.
FREE
9 min
HR Office Hours: Tips and Resources for Managing During COVID-19
HR Office Hours: Tips and Resources for Managing During COVID-19
We'll answer the most commonly asked question about managing your business through the coronavirus
FREE
20 min
Deputy Integration and Setup
Deputy Integration and Setup
This course will walk you through how to setup and manage your Deputy integration
FREE
2 min
HR Office Hours: Families First Coronavirus Relief Act
HR Office Hours: Families First Coronavirus Relief Act
We'll answer the most commonly asked question in regards to the HR 6201 Bill
FREE
13 min
HR Office Hours: Reductions, Layoffs and Furloughs
HR Office Hours: Reductions, Layoffs and Furloughs
We define and discuss reductions, layoffs and furloughs options in a tough climate
FREE
15 min
HR Office Hours: CARES Act
HR Office Hours: CARES Act
Tips and resources to prioritize the right loans for your business and people
FREE
17 min
Tsheets Sync
Tsheets Sync
This course will walk you through how to sync Tsheets to Zenefits
FREE
1 min
Report for Paycheck Protection Program Loan
Report for Paycheck Protection Program Loan
This report provides a loan estimator and the information needed to apply for a Paycheck Protection Program loan.
FREE
2 min
HR Office Hours: Zenefits Product Features for COVID-19 Relief Management and Loans
HR Office Hours: Zenefits Product Features for COVID-19 Relief Management and Loans
New Time Off, Leave of Absence, Payroll and Reporting options to streamline FFCRA tracking and tax credits
FREE
17 min
HR Office Hours: If You Have to Lay People Off - An Empathetic Guide
HR Office Hours: If You Have to Lay People Off - An Empathetic Guide
If you have to lay people off, this webcast discusses considerations and tips, as well as, includes a career transition booklet template for your impacted employees.
FREE
18 min
COVID-19 Payroll Tax Deferral
COVID-19 Payroll Tax Deferral
The CARES Act allows employers to defer the deposit and payment of the employer's share of social security taxes. Learn how to opt in using Zenefits Payroll.
FREE
3 min
HR Office Hours: Round #2 PPP - Fast Tracking Applications & Tax Deferrals
HR Office Hours: Round #2 PPP - Fast Tracking Applications & Tax Deferrals
Learn how Zenefits supports the PPP application and how to fast track your application directly from Payroll.
FREE
10 min
Verifying an Employee's I-9
Verifying an Employee's I-9
This course will walk you through how to verify an employee's I-9 documents in Zenefits
FREE
3 min
HR Office Hours: Before Reopening: EEOC Guidelines to Know
HR Office Hours: Before Reopening: EEOC Guidelines to Know
Thinking about reopening? We address questions on screening, reasonable accommodations, hardships and more.
FREE
21 min
HR Office Hours: Reopening your Business - Tools & Templates
HR Office Hours: Reopening your Business - Tools & Templates
Preparations you do can do now to reopen your business with a kicking start, including our Coronavirus Comeback Kit
FREE
25 min
Zoom Integration with Zenefits
Zoom Integration with Zenefits
Learn how to integrate Zoom with your Zenefits account
FREE
5 min
Recording a Completed I-9
Recording a Completed I-9
Here you'll learn how to record an employee's already completed I-9
FREE
1 min
How to Update Your W-9 Information
How to Update Your W-9 Information
This lesson will walk you through updating your W-9 info as an Independent Contractor
FREE
1 min
HR Office Hours: Hiring & Onboarding - Remotely & Safely
HR Office Hours: Hiring & Onboarding - Remotely & Safely
Considerations around safe hiring, remote hiring, remote onboarding, as well as, addressing questions on opportunistic hiring
FREE
20 min
HR Office Hours: Tips for a Healthy Remote Team
HR Office Hours: Tips for a Healthy Remote Team
How to set up and think about well-being programs in your organization
FREE
30 min
HR Office Hours: The Importance of Company Culture During Chaos
HR Office Hours: The Importance of Company Culture During Chaos
Learn how a clear, active culture can help a company better pivot to deal with change
FREE
34 min
HR Office Hours: COVID-19 Health Status Verification
HR Office Hours: COVID-19 Health Status Verification
Free tool you can use to verify employee COVID-19 health status and how it works
FREE
28 min
Basics of Pay Connect
Basics of Pay Connect
Learn how to setup Pay Connect in Zenefits
FREE
13 min
HR Office Hours: Building Trust with Open Conversation
HR Office Hours: Building Trust with Open Conversation
Learn how to better communicate with your people that will benefit your business.
FREE
18 min
Employee Retention Credits
Employee Retention Credits
Learn how to apply Employee Retention Credits in Zenefits Payroll
FREE
4 min
Setting Up Time Off Policies
Setting Up Time Off Policies
FREE
Zenefits Payroll Basics & First Pay Run
Zenefits Payroll Basics & First Pay Run
FREE
Let's Talk Taxes
Let's Talk Taxes
FREE
It's Time to Prep for ACA
It's Time to Prep for ACA
FREE
Defining Performance Management
Defining Performance Management
FREE
Managing Multi Organization
Managing Multi Organization
FREE
Setting up the Truework Integration
Setting up the Truework Integration
Learn how to setup the Truework integration for employment verification and COVID-19 health status.
FREE
2 min
HR Office Hours: Lessons in Reopening
HR Office Hours: Lessons in Reopening
Thinking about reopening? We discuss lessons learned on reopening during COVID
FREE
28 min
Engagement Survey 101
Engagement Survey 101
Let's go over the tools and functions of the engagement survey app
FREE
14 min
People Hub 101
People Hub 101
Learn how to best utilize the People Hub app for your company
FREE
5 min
HR Office Hours: A Framework for Diversity & Inclusion
HR Office Hours: A Framework for Diversity & Inclusion
Learn how to create diversity and inclusion in your organization.
FREE
27 min
HR Office Hours: Engaging Your (Increasingly) Remote Team
HR Office Hours: Engaging Your (Increasingly) Remote Team
Insights on why engagement matters even more now and how to leverage engagement tools.
FREE
24 min
Types of Goals
Types of Goals
Let's learn the different types of Goals available in Performance Management
FREE
3 min
HR Office Hours: Parenting in a Pandemic - How (and Why) Your Business Should Help
HR Office Hours: Parenting in a Pandemic - How (and Why) Your Business Should Help
Insights on reconnecting with your people, especially parents, while they are working during COVID.
FREE
20 min
HR Office Hours: Healthcare and Flex Spending - What the IRS Has Changed and How to Manage it
HR Office Hours: Healthcare and Flex Spending - What the IRS Has Changed and How to Manage it
What you need to know about the FSA and Health Plan Changes due to COVID
FREE
21 min
HR Office Hours: Benefits Benchmarks - Prepare for this Year's Open Enrollment
HR Office Hours: Benefits Benchmarks - Prepare for this Year's Open Enrollment
Learn about new SMB benefits research and the trends to consider for this fall's Open Enrollment season.
FREE
30 min
POPs Podcast: Your Employee Handbook - Why it’s time to (more easily) reset it
POPs Podcast: Your Employee Handbook - Why it’s time to (more easily) reset it
Most employees want an updated handbook right now, in light of COVID-19. Learn what to include and how!
FREE
20 min
Sage Intacct Integration [Beta]
Sage Intacct Integration [Beta]
Learn how to set up the Sage Intacct Integration
FREE
Welcome to ClubZen
Welcome to ClubZen
The online customer community for admins to advance their value from Zenefits
FREE
Pay Connect Sync for Paragon
Pay Connect Sync for Paragon
Learn how to setup and manage your Paragon sync with Zenefits
FREE
2 min
POPs Podcast: Your Performance Management - Does it need a pandemic makeover?
POPs Podcast: Your Performance Management - Does it need a pandemic makeover?
Learn about making over the annual performance review to something far simpler and more effective: conversations.
FREE
20 min
POPs Podcast: Pivot in a Pandemic - Entire Productions' Story
POPs Podcast: Pivot in a Pandemic - Entire Productions' Story
Businesses are having to become more agile from a people operations perspective and fundamentals perspective. Learn about 4 basic framework tips.
FREE
26 min
POPs Podcast: Market your Benefits Investment - StringCan Interactive's Story
POPs Podcast: Market your Benefits Investment - StringCan Interactive's Story
With Open Enrollment season approaching, learn how to engage employees from the time of recruitment through to their input in your benefits investment.
FREE
25 min
POPs Podcast: Civic Time Off - Why It Could Be a Good Vote for Your Business
POPs Podcast: Civic Time Off - Why It Could Be a Good Vote for Your Business
Explore Civic Time Off and why it could be a win/win new benefit option for small businesses.
FREE
19 min
Payroll Starter Kit
Payroll Starter Kit
Live trainings, videos, in-product walk-thru's & more to guide you through your first pay run
FREE
POPs Podcast: Remote Employee Engagement
POPs Podcast: Remote Employee Engagement
Learn how to help your employees with productivity, relationships and motivation
FREE
32 min
Quickbooks Online Integration
Quickbooks Online Integration
Learn how to sync and map with QBO
FREE
5 min
POPs Podcast: Building a People & Culture Roadmap
POPs Podcast: Building a People & Culture Roadmap
Learn how to ensure your strategies are getting the attention and engagement required in your organization.
FREE
28 min
POPs Podcast: Checklist for Payroll Tax Prep
POPs Podcast: Checklist for Payroll Tax Prep
With year end approaching, learn what you can do now to prepare and 2020 changes to consider due to COVID, CARES Act & more
FREE
19 min