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.
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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:
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Additional eLearning
These are popular eLearning courses that help our Managed customers get the most out of their platform:
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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.
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.
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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:
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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:
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.
OUR NEXT MASTERCLASS
Manager controls | 2 May 2024 10am
This month we’ll be walking you through manager controls in the Moorepay software. Join us live and get your training queries answered on the spot!
Watch our masterclasses back
We run customer masterclasses on a monthly basis. You can watch these back below.
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Processing payroll (software)
- Preview
- Reversing payroll
- Finalising payroll
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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
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Temporary (variable) payments
- Submitting temporary payments
- Deductions & variable pay
- Bulk timesheets & sickness
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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
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Mapper
- Using templates
- Updating, deleting or adding data
- Importing your data
- Validation reports
- Troubleshooting
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Bulk timesheets
- Searching & navigating
- Generating a new form
- Editing & deleting
- Importing data
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Leave
- Leave by proxy
- Leave calendar
- Bulk leave entry
- Work patterns
- Public holidays
- Length of service plans
- Leave entitlement
- Holiday accrual plan
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Hierarchy
- Create levels & organisational units
- Refresh organisations hierarchy
- Create & define positions
- Assign positions to employees
- Setting up users to see the correct positions
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Extractor
- Create a new extract
- Common extracts
- Run/edit an extract
- Navigator items
- Output & save
Popular eLearning
Check out these eLearning courses and share with your team.
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Extractor
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Running reports
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Mapper
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Split costings
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.
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Essential payroll training session
Number of sessions: 1
Ideal delivery time: Prior to payroll go-live.
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• Navigation
• Adding new starters
• Temporary payments
• Permanent payments
• Processing payroll
• Payslips
• Cleardown
• Reports -
Premium payroll training session
Number of sessions: 2
Ideal delivery time:
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• Session 1: Prior to payroll go-live
• Session 2: Post go-live, in-line with HR implementationSession 1
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• Navigation
• Adding new starters
• Temporary payments
• Permanent payments
• Processing payroll
• Payslips
• Cleardown
• ReportsSession 2
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• Core HR
• Additional HR screens
• Leave
• Extended leave -
Professional payroll training session
Number of sessions: 3
Ideal delivery time:
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• Session 1: Prior to payroll go-live.
• Session 2: Post go-live, in-line with HR implementation.
• Session 3: Post HR go-live, as required.Session 1
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• Navigation
• Adding new starters
• Temporary payments
• Permanent payments
• Processing payroll
• Payslips
• Cleardown
• ReportsSession 2
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• Core HR
• Additional HR screens
• Leave
• Extended leaveSession 3
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• Performance
• Recruitment
• AOB -
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 requestsManager 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
• ReportingSystem 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
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- • Navigation
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- • Your details
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- • Documents
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- • Leave
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- • Timesheets
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- • Expenses
- • The Mobile App
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HCM standalone training
Sessions: 1
Ideal timings: In-line with HR go-live.
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• Core HR
• Additional HR screens
• Leave
• Extended leave
• Performance
• Recruitment
• AOB -
Refresher training session
Sessions: 1
Ideal timings: Ad hoc.
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• Bespoke requirements
• New features and functionality
• Common admin actions
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Essential managed payroll training session
Number of sessions: 1
Ideal delivery time: Prior to payroll go-live.
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• Navigation
• Adding new starters
• Temporary payments
• Permanent payments
• Processing payroll
• Payslips
• Cleardown
• Reports -
Managed premium training session
Number of sessions: 2
Ideal delivery time:
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• Session 1: Prior to payroll go-live
• Session 2: Post go-live, in-line with HR implementationSession 1
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• Navigation
• Adding new starters
• Temporary payments
• Permanent payments
• Processing payroll
• Payslips
• Cleardown
• ReportsSession 2
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• Core HR
• Additional HR screens
• Leave
• Extended leave -
Managed professional training session
Number of sessions: 3
Ideal delivery time-
• Session 1: Prior to payroll go-live.
• Session 2: Post go-live, in-line with HR implementation.
• Session 3: Post HR go-live, as requiredSession 1
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• Navigation
• Adding new starters
• Temporary payments
• Permanent payments
• Processing payroll
• Payslips
• Cleardown
• ReportsSession 2
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• Core HR
• Additional HR screens
• Leave
• Extended leaveSession 3
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• Performance
• Recruitment
• AOB -
LMS training session
Sessions: 1
Ideal delivery time: Prior to LMS go-live.
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• On-demand training
• Create courses
• Assign courses
• News
• Reporting & analytics -
Professional employee self-service training session
Sessions: 1
Ideal timings: Post go-live
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• Navigation
• Your details
• Documents
• Leave
• Timesheets
• Expenses
• The Mobile App -
Upgrade training session
Sessions: 1
Ideal timings: Post upgrade.
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• Software look and feel
• Comparing the two versions of software
• Bundle additions -
Advanced Analytics training session
Sessions: 1
Ideal timings: Ad hoc.
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• Navigation
• Core analytics
• Creating personalised reports & dashboards
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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.