TRANXACT.AI Training

HRMS

People, what they are paid, and what that costs the ledger.

Workers, positions, time, absence, benefits and payroll. A payroll run is calculated, then approved by somebody who did not calculate it, then posted — and the posting is a journal like any other. Since 20 October people clock in and out on My Clock, payroll is distributed to grants and properties and sent to another ledger through the GL interface, and learning, performance and recruiting run their own workflows.

Watch for: Segregation of duties is enforced, not advised. Holding both roles does not let one person calculate and approve the same run.

Lessons opened: 0/25

Workforce

The people, the jobs they hold, and how they are performing.

Lesson People The workforce, the roles they hold, who reports to whom, and who is joining. 5 screensOpen Lesson Performance & Talent Reviews, goals, the nine-box and who could do this job if the holder left. 13 screensOpen

Learning & Development

Required training and who has done it, certifications and licenses, skills, and the learning platform.

Lesson Learning Courses, who must take them and by when, sessions, paths, evaluations, and who is compliant. 12 screensOpen Lesson Certifications & Skills What people hold and when it lapses, what they can do, and what their jobs need. 6 screensOpen Lesson LMS Integration An external learning platform -- Aspire or any other -- connected by file or HTTP. 3 screensOpen

Hiring

A request for a post, who signed for it, everybody who applied, and what has to be ready for a first day.

Lesson Recruiting & Onboarding A request for a post, who signed for it, where it was advertised, everybody who applied, who was seen, who was appointed — and what has to be ready for their first day. 23 screensOpen

Time & Leave

What was scheduled, what was worked, and what was taken.

Lesson Time & Attendance What was scheduled, what was worked, and what the rule made of it. 13 screensOpen Lesson Leave Entitlement, what is booked, and where every day came from. 6 screensOpen

Employee Travel

Asking to go, and claiming back what it cost.

Lesson Trips & Expense Reports Permission to travel before the trip, what was spent on it, the policy each line is checked against, the per diem that applies, and the cards it was paid with. Moved here from Supply Chain: travel is something an employee does. 5 screensOpen

Payroll

Gross to net, everything the calculation reads, and what is filed.

Lesson Pay Processing Gross to net, and everything the calculation reads. 7 screensOpen Lesson Pay Setup What money is called, who is paid when, and what the tax depends on. 9 screensOpen Lesson Tax & Filing The rates in force, the forms to file, and the engines that can do either. 10 screensOpen Lesson Garnishments Court and agency orders, taken in priority within the legal limits, and remitted to each payee. 2 screensOpen Lesson Saudi Payroll GOSI contributions, the WPS salary file and end-of-service awards, for a company in Saudi Arabia. 4 screensOpen Lesson Labor Distribution & GL Interface What each payslip was for -- grant, property, program, fund, cost center, department, job -- and the payroll journal as a file for the general ledger that receives it, balanced, reconciled and sent. 9 screensOpen Lesson Parallel Payroll The system being replaced and this one, side by side for each cycle until they agree. 2 screensOpen

Reward

What is offered beyond pay, and where a person sits in the range.

Lesson Benefits What is offered, who chose what, and what it costs. 7 screensOpen Lesson Carriers & ACA Enrollment and contribution files for carriers and recordkeepers, and the Affordable Care Act forms. 5 screensOpen Lesson Compensation Ranges, where people sit in them, and what a review changes. 8 screensOpen Lesson Signatures Documents sent to the other party to sign electronically, and who may sign them for the company. 2 screensOpen

Compliance

What is owed to a government, what went wrong, and what was done about it.

Lesson Payroll Tax Three clocks — the money, the form and the annual reconciliation — and the fastest of them is the one that carries the penalty. 7 screensOpen Lesson Health & Safety Incidents, near misses and what was done about them — in the terms the regulator measures. 1 screenOpen Lesson Employee Relations & Records Disciplinary actions and their appeals, the legal holds on people's records, and AI-assisted decisions waiting for a person. 3 screensOpen

Reporting

The catalog, headcount among it, and what comes next.

Lesson Reporting Executive, management, operational and audit reporting over this module’s records. 2 screensOpen

More

Lesson Reachable by link These screens carry no tile on the module page. They are reached from the record they belong to, from a saved view, or by their address — and they behave like any other list once open. 5 screensOpen

When you are ready

Take the HRMS exam