Getting to know your software

Your training hub

Your centralised hub for Moorepay training. If you’re looking for instant support, check out guides and eLearning. If you’ve booked training with the Moorepay team, then check out our FAQs to ensure you’re fully prepared.

If you’re a managed customer

In our recommended section below, you’ll find the basic courses you’ll want a grasp on to ensure the smooth running of your payroll. Additional eLearnings go hand-in-hand with these, but aren’t essential before you go-live. And if you’re a Premium or Professional customer you’ll want to check out specific guidance for your bundle.

Recommended eLearning
These are the eLearning courses we strongly recommend you run through to get you kick started with our Managed Payroll platform. These are the basics you’ll need to have a handle on:
The managed payroll process

Running your managed payroll
Additional eLearning
These are popular eLearning courses that help our Managed customers get the most out of their platform:
Managing employee payroll data

Managing basic HR data

Managing leave

Reports & reporting

Security
Premium & Professional
If you’re a Premium or Professional managed customer the service you receive will be slightly different to those on the Essential bundle. These courses are only relevant to Premium and Professional Managed clients.
Managed Premium & Professional eLearning

Hierarchy in Moorepay

If you’re a payroll software customer

As a Payroll Software customer there are areas of the system you’ll want to understand before your first pay-run. Check out the basics in the recommended eLearning section below. Additional eLearning include important areas of the system you’ll want to familiarise yourself with.

Recommended eLearning
As a Payroll Software customer these are the eLearning courses you’ll need to carry out before your first lock down and pay run. These are the basics you’ll need to have a handle on:
- Payroll process (software)
Additional eLearning
These are follow-on eLearning courses we recommend you take a look at to ensure you’re getting the most out of our system:
Payroll process – bulk timesheets

Payroll – mass pay change

Payroll – end of year reporting & tasks

Making temporary payments & deductions

Making permanent payments & deductions

All eLearning

All your eLearning needs A-Z! If you’ve got a specific area of our software you’re looking for help on simply hit search in the top right corner of the table below.

entries per page

Search:

Area	Name	Relevant to
Additional modules	Discounts	Those with a purchased Discounts module
Additional modules	Advanced People Analytics demo	Those with a purchased Advanced Analytics module
General	Moorepay secuirty screens	All admins
General	Application configuration	All admins
General	Creating a user profile for a new starter	All admins
General	Adding a new starter	All admins
General	Employee Master File Upload	All admins
General	Your dashboard	All admins
General	Authorisations	All admins
HR	Hierarchy in Moorepay	Premium & professional customers

Showing 1 to 10 of 75 entries

LATEST MASTERCLASS

Expenses

In this customer masterclass Moorepay’s Training Consultant, Edward Evans, covers expenses in more detail.

WATCH HERE

Watch our masterclasses back

We run customer masterclasses on a monthly basis. You can watch these back below.

Variable pay
- Entering payments
- Entering deductions
- Bulk uploads
- Live Q&A
WATCH MASTERCLASS
Forms and worklows
- Linking forms to workflows
- Methods of triggering
- Common errors
- Usage hints, tips and tricks
WATCH MASTERCLASS
Processing payroll (software)
- Preview
- Reversing payroll
- Finalising payroll
- Live Q&A
WATCH MASTERCLASS
End of year session 2
- Processing holiday carryover into 2025
- Setting up mandatory holidays for the coming year
- Updating your site time off settings
- Carrying forward year-end rollover
WATCH MASTERCLASS
Mapper
- Using templates
- Updating, deleting, or adding data
- Importing your data
- Validation reports
- Troubleshooting
WATCH MASTERCLASS
End of year session 1
- Processing holiday carryover into 2025
- Setting up mandatory holidays for the coming year
- Updating your site time off settings
- Carrying forward year-end rollover
WATCH MASTERCLASS
Extractor
- Create a new extract
- Common extracts
- Run/edit an extract
- Navigator items
- Output & save
WATCH MASTERCLASS
Building workflows for HR
- Workflow types and options
- Step types
- Linking forms and workflows
- Best practice hints and tips
WATCH MASTERCLASS
Our latest system features
- Payslip logo and message
- Leaver access
- Org chart
- Mail merge – reports
WATCH MASTERCLASS
Building forms for HR

• Form builder options
• Clone fields
• Sections vs. pages
• Usage hints, tips, and tricks

WATCH MASTERCLASS
Expenses
- Creating and editing templates
- Generating a new form
- Reporting
WATCH MASTERCLASS
Admin screens & configuration
- Setting up admins
- Switching between views
- Approvals
- Admin screens
- Configurations
- Permissions
WATCH MASTERCLASS
Analytics
- Navigation
- Core analytics
- Advanced analytics:
- Creating personalised reports
- Creating personalised dashboards
- Example report
WATCH MASTERCLASS
Manager controls
- Manager set-up
- Changing line managers
- Manager permissions
- Manager authorisations
WATCH MASTERCLASS
Processing payroll (software)
- Preview
- Reversing payroll
- Finalising payroll
WATCH MASTERCLASS
Employee self-service
- Employee dashboard
- Editing personal details
- Viewing pay documents
- People search function
- Submitting a timesheet
- Submitting an expense claim
- Submitting a leave request
WATCH MASTERCLASS
Temporary (variable) payments
- Submitting temporary payments
- Deductions & variable pay
- Bulk timesheets & sickness
WATCH MASTERCLASS
Security
- The access profile
- The group profile
- What is the difference with Manager and Admins?
- How does security link to hierarchy?
- How to ensure managers only see what you want them to
WATCH MASTERCLASS
Mapper
- Using templates
- Updating, deleting or adding data
- Importing your data
- Validation reports
- Troubleshooting
WATCH MASTERCLASS
Bulk timesheets
- Searching & navigating
- Generating a new form
- Editing & deleting
- Importing data
WATCH MASTERCLASS
Leave
- Leave by proxy
- Leave calendar
- Bulk leave entry
- Work patterns
- Public holidays
- Length of service plans
- Leave entitlement
- Holiday accrual plan
WATCH MASTERCLASS
Hierarchy
- Create levels & organisational units
- Refresh organisations hierarchy
- Create & define positions
- Assign positions to employees
- Setting up users to see the correct positions
WATCH MASTERCLASS
Extractor
- Create a new extract
- Common extracts
- Run/edit an extract
- Navigator items
- Output & save
WATCH MASTERCLASS

Popular eLearning

Check out these eLearning courses and share with your team.

Extractor

VIEW ELEARNING
Running reports

VIEW ELEARNING
Mapper

VIEW ELEARNING
Split costings

VIEW ELEARNING

What’s included in my training?

Purchased training? The below gives you a rough idea of what’s included in your session. It’s worth noting we flex our content to cover your needs where possible. Make note of how many sessions are included with your purchase and when we recommend for these to be delivered.

Essential payroll training session
Number of sessions: 1

Ideal delivery time: Prior to payroll go-live.
Premium payroll training session
Number of sessions: 2

Ideal delivery time:
Session 1
Session 2
Professional payroll training session
Number of sessions: 3

Ideal delivery time:
Session 1
Session 2
Session 3
Time & attendance training session

Sessions: 1

Ideal delivery time: Prior to T&A go-live.

Employee self-service:
• Accessing system
• Clocking via employee self-service
• Viewing weekly timesheet
• Raising leave requests / balances
• Employee leave calendar
• Raising adjustment requests

Manager training:
• Personal – accessing system
• Personal – clocking online
• Personal – raising leave requests / balances
• Personal – employee leave calendar
• Personal – raising adjustment requests
• Viewing roll call
• Managing employee weekly timesheets
• Managing / updating employee daily timesheets
• Authorising weekly timesheets
• Authorising leave requests
• Authorising adjustment requests
• Team calendars
• Reporting

System administrator training:
• Employees – setting up new employees
• Employees – allocating/generating leave rules
• Creating user access
• Allocating access groups
• Payroll Preparation – authorisation of timesheets
• Running T&A interface to payroll
• Setting new payroll periods
• System maintenance (groups / departments / company calendars)
Premium employee self-service training session
Sessions: 1

Ideal timings: Post go-live
- • Navigation
- • Your details
- • Documents
- • Leave
- • Timesheets
- • Expenses
HCM standalone training
Sessions: 1

Ideal timings: In-line with HR go-live.
Refresher training session
Sessions: 1

Ideal timings: Ad hoc.

Essential managed payroll training session
Number of sessions: 1

Ideal delivery time: Prior to payroll go-live.
Managed premium training session
Number of sessions: 2

Ideal delivery time:
Session 1
Session 2
Managed professional training session
Number of sessions: 3

Ideal delivery time
Session 1
Session 2
Session 3
LMS training session
Sessions: 1

Ideal delivery time: Prior to LMS go-live.
Professional employee self-service training session
Sessions: 1

Ideal timings: Post go-live
Upgrade training session
Sessions: 1

Ideal timings: Post upgrade.
Advanced Analytics training session
Sessions: 1

Ideal timings: Ad hoc.

Missing something?

Feel like you need extra help on an area of our system and can’t find what you need? Drop us a line.

Fill in the form and a member of our team will be in touch.

FAQs

We answer the most commonly asked questions about our purchased training sessions.

How will my training session be booked?

Once you’ve had your kick off call with your project manager, you’ll be assigned a training manager. Your training manager will reach out to you to ensure your training is delivered in-line with your build date, making sure it’s tailored to you and your timelines and truly valuable.
How do I attend my virtual training session?

Our virtual training sessions are hosted on Microsoft Teams. Once your date and time has been agreed with your trainer, you’ll receive an invite via email and you’ll be able to see the training session in your diary.
What’s included in my training session?

With a purchased training session, you’ll have a 121 session with a training consultant. During this session you’ll receive a full demo of our software. You’ll also have the opportunity to ask any questions you might have about the software and processing.
Why can’t I have all of my training in one go?

If you’ve purchased training which runs over more than one session, or you’ve purchased training for more than one element of the system we recommend these sessions are not sat together. Why? Simply because we cover a lot of information, and it can be overwhelming. If you have purchased a premium or professional bundle, we recommend your HR training session runs in-line with HCM implementation. This is to ensure you get the most out of your session and don’t forget anything.

How many people can attend virtual training sessions?

We recommend having no more than six attendees on a virtual training session. This is to ensure attendees gather real value from our trainer.
How long will my session be?

The training session you have purchased will impact how long your session is. Virtual sessions will be no more than 3 hours.
What database will I be trained on?

During a paid training session you’ll be trained on a demo database. The database will have dummy data in so you’ll get the visual of what your system will look like once live.
What happens if I need to cancel my training session?

Of course, on occasion you might need to cancel a training session due to unforeseen circumstances. Please be aware, terms and conditions as agreed in your customer agreement will cover restrictions regarding cancellation. Late cancellations and multiple cancellations could incur charges.

One software for a #1 reputation

Use our holiday calculator

Hear from our customers

Your training hub

If you’re a managed customer

Recommended eLearning

Additional eLearning

Premium & Professional

If you’re a payroll software customer

Recommended eLearning

Additional eLearning

All eLearning

Expenses

Watch our masterclasses back

Variable pay

Forms and worklows

Processing payroll (software)

End of year session 2

Mapper

End of year session 1

Extractor

Building workflows for HR

Our latest system features

Building forms for HR

Expenses

Admin screens & configuration

Analytics

Manager controls

Processing payroll (software)

Employee self-service

Temporary (variable) payments

Security

Mapper

Bulk timesheets

Leave

Hierarchy

Extractor

Popular eLearning

Extractor

Running reports

Mapper

Split costings

What’s included in my training?

Missing something?

Fill in the form and a member of our team will be in touch.

FAQs