
Admin Essentials

Zenefits 101: Admin
This overview course will take you through the admin dashboard and the basics of Zenefits platform.
FREE
16 min

Time Off Requirements
Learn some key pointers from our ZenExperts in regards to paid time off.
FREE
2 min

Time Off Common Themes
Learn some common themes from our ZenExperts in regards to paid time off.
FREE
4 min

Time Off Policy Considerations
This training will go over things you'll want to consider before building a PTO Policy
FREE
3 min

How to Access HR Library
Learn how to access the HR Library app from your Admin dashboard
FREE
1 min

General Overview
This course will go over the general overview of the HR Library app
FREE
2 min

Offer Letter Setup
Learn how to create an offer letter template in this step-by-step training.
FREE
3 min

Welcome Letter Setup
Learn how to create a welcome letter template in this step-by-step training.
FREE
2 min

Hiring Agreement Setup
Learn how to create a Hiring Agreement template.
FREE
2 min

Background Check Setup
Learn how to setup a background check in this step-by-step training.
FREE
4 min

Non-Exempt Notice Setup
Learn how to setup non-exempt notices in this step-by-step training.
FREE
5 min

Optional Onboarding Questions
Learn how to setup optional onboarding questions in this step-by-step training.
FREE
1 min

Creating Custom Emails
Learn how to create and utilize custom emails.
FREE
5 min

Creating Custom Fields
Learn how to create and utilize custom fields to automate employee data collection.
FREE
6 min

Creating a Time Off Policy
This course covers the initial setup of Time Off in Zenefits.
FREE
20 min

Setting Up Blackout Dates
Learn how to access, edit, and update your time off policies to reflect blackout dates.
FREE
3 min

Getting Started with Time & Attendance
This course covers the initial setup of Time & Attendance.
FREE
7 min

Setting Up Recurring Shifts
This course will walk you through how to set up a recurring shift.
FREE
3 min

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

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

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

How to Manage Schedules
This step by step course will take you through the basics of adding, managing and editing shifts.
FREE
8 min

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

Understanding Business Intelligence
This course provides an overview of the available premade reports.
FREE
8 min

Custom Reports 101
These course will walk you through how to create and run Custom Reports.
FREE
4 min

Introduction to Documents
This course will introduce you to the basics of the Documents app
FREE
2 min

Company Documents
This course will go over how to manage your company documents.
FREE
7 min

Employee Documents
This course will walk you through how to upload pre-existing documents to an employee profile.
FREE
2 min

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

How to Rehire an Employee
This step-by-step training will walk you through the steps to rehire a terminated employee
FREE
2 min

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

Time & Attendance Settings
Learn how to adjust the settings in Time & Attendance.
FREE
3 min

Managing Work Locations, Departments & Positions
Learn how to add, remove and edit company labor groups
FREE
3 min

Creating a Change Letter
This course will walk you through how to create a Change Letter template in Zenefits
FREE
2 min

Sending a Change Letter
This course will go through the steps of sending a Change Letter to an employee.
FREE
2 min

How to Download Scheduling Reports
This course will take you through how to download a report for Scheduling
FREE
1 min

State Laws
This course will go over the State Laws feature in the HR Library app
FREE
2 min

Forms and Policies
This course will go over the Forms and Policies feature in the HR Library app
FREE
2 min

HR Apps and Tools
This course will go over the HR Apps and Tools feature in the HR Library app
FREE
2 min

HR Training
This course will go over the HR Training feature in the HR Library app
FREE
2 min

Certified Professional Exam - Essentials
FREE

Organization Chart 101
Learn how to setup and manage the org chart in Zenefits
FREE
3 min

Variable Compensation 101
Learn how to setup and manage Variable Compensation.
FREE
6 min

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
This course will walk you through assigning an employee to a LOA
FREE
4 min

Project Codes 101
Learn how to setup and manage Project Codes in Zenefits
FREE
8 min

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

Recording a Completed I-9
Here you'll learn how to record an employee's already completed I-9
FREE
1 min