Corporate Payroll Training
The below are classes currently offered pertaining to payroll processes within various entities at Duke. Please select the one that most describes your position and training interests to view the classes available.
If you have questions, please contact Gwen Hall-DiFabio the Training Education Coordinator by phone at 668-5832 or by email.
- Payroll Representatives
- Business Managers
- ReportXpress Users
- Payments to Independent Contractors
- Recent Payroll Training Presentations
Payroll Representatives
| Class: | Payroll Process Overview for New Department Payroll Representatives |
| Target Audience: | New Departmental Payroll Representatives |
| Description: | This interactive class introduces new Department Payroll Representatives to the payroll process. Specific focus is given to payroll schedules, SAP structure, iForms interface with the payroll system, time reporting, issuing of payments, and available reports. Participants are encouraged to bring specific situations to discuss during class. Most classes are separated between University/School of Medicine and the Health System/Durham Regional Hospital/Duke Raleigh Hospital in recognition of the uniqueness of each group. Due to the volume of information, the class is broken into two sessions offered on consecutive weeks. |
| To Register: | University and School of Medicine Payroll Representatives DUHS, DR, and DRH Payroll Representatives |
| Class: | Updates for Department Payroll Representatives |
| Target Audience: | Department Payroll Representatives |
| Description: | This update allows Corporate Payroll Services and Department Representatives the opportunity to discuss the payroll process across the entire institution. The agenda changes each update but focuses on changes in policies and/or procedures, reoccurring issues/problems, information regarding calendar and/or fiscal year end, reminders for representatives, and case study analysis. Participants are encouraged to bring questions and situations to discuss with the class. Classes are separated between University, School of Medicine, and DUHS. Updates at Duke Raleigh Hospital and Durham Regional Hospital will be combined with the quarterly ReportXpress classes offered at each location. |
| To Register: | University Payroll Representatives School of Medicine Payroll Representatives Health System Payroll Representatives Durham Regional Payroll Representatives Duke Raleigh Hospital Payroll Representatives |
| Class: | Noncompensatory Payments Process Overview |
| Target Audience: | Noncompensatory Department Payroll Representatives |
| Description: | This session is designed to assist Department Payroll Representatives in working with noncompensatory recipients. Discussions will focus on how to determine if an individual should be classified as a noncompensatory recipient and how to process all transactions impacting payments. Additionally the latest Duke and Federal policies governing noncompensatory payments will be reviewed and explained. Case studies are used to practice transaction application. Participants are encouraged to bring questions and situations to discuss in class. |
| To Register: | Review Classes Available |
| Class: | Lunch and Learn Series |
| Target Audience: | Department Payroll Representatives |
| Description: | Join Corporate Payroll Services for lunch and conversation about the latest topics involving payroll at Duke. Offered on a quarterly basis, this informal session will allow Department Payroll Representatives to share experiences, discuss best practices, and share strategies for resolving situations. Topics will vary each session with attendees helping to shape the agenda. Size for the sessions is limited, so please allow others the opportunity to attend sessions. |
| To Register: | Review Classes Available |
| Class: | Foreign National Payment Process Overview |
| Target Audience: | Department Payroll Representatives responsible for Foreign National Employees |
| Description: | This class will assist Department Payroll Representatives in understanding the complexities of working with Foreign National employees. Corporate Payroll Services will partner with other Duke departments to provide a comprehensive overview of a variety of different transactions that impact foreign national employees including hiring, acquiring social security numbers, and tax requirements. |
| To Register: | Review Classes Available |
| Class: | Payroll and Work Study |
| Target Audience: | Department Payroll Representatives |
| Description: | In preparation for the academic year, review the basics of college work study from how to process hire transactions to setting up appropriate funding codes. Class will focus exclusively on work study. |
| To Register: | Review Classes Available |
| Class: | Secondary Positions at Duke |
| Target Audience: | Department Payroll Representatives |
| Description: | Learn the proper way to process transactions to hire, pay, and terminate secondary employees. Class will focus exclusively on secondary positions. |
| To Register: | Review Classes Available |
Business Managers
| Class: | Annual Payroll Process Overview & Updates |
| Target Audience: | Business Managers |
| Description: | The session is designed to keep Business Managers informed of the most current payroll information and to share opportunities for partnership between Corporate Payroll Services and Duke Departments. Additionally, Business Managers will have the opportunity to provide feedback to Corporate Payroll on how the Department can best serve its customers. Business Managers are encouraged to share and discuss specific situations and provide Corporate Payroll Services candid feedback. |
| To Register: | Duke University & School of Medicine Business Managers Health System Business Managers Duke Raleigh Hospital Business Managers Durham Regional Hospital Business Managers |
| Class: | Introduction to Payroll for New Business Managers |
| Target Audience: | New Business Managers |
| Description: | This class provides new Business Managers with an overview of the entire payroll process with specific focus given to how they can support Department Payroll Representatives and their responsibilities in ensuring accurate and timely payments to employees within their scope of responsibility. |
| To Register: | Review Classes Available |
ReportXpress Users
| Class: | ReportXpress Overview |
| Target Audience: | ReportXpress Managers, Supervisors and Department Payroll Representatives |
| Description: | During this class, ReportXpress users learn how to manage time reports within ReportXpress. Participants will learn about time cards, available reports, how to address errors, discuss case studies, and receive a checklist to use as a guide for fulfilling ReportXpress responsibilities. Participants are encouraged to bring questions and situations to class for discussion. June and November sessions at Duke Raleigh Hospital will be combined with the Department Payroll Update. The February session at Durham Regional will be combined with an introduction to Duke@Work and the June and November session will be combined with the Department Payroll Update. |
| To Register: | Health Systems ReportXpress Supervisors and Managers Durham Regional ReportXpress Supervisors and Managers Duke Raleigh Hospital ReportXpress Supervisors and Managers University and School of Medicine ReportXpress Supervisors and Managers |
Payments to Independent Contractors
| Class: | Employee vs. Independent Contractor – Correctly Identifying and Issuing Payments to Independent Contractors |
| Target Audience: | Anyone who handles payments to Independent Contractors |
| Description: | Should an individual be paid as an employee or as an Independent Contractor? This is a question departments often find themselves asking. Accounts Payable, Corporate Tax and Corporate Payroll Services have partnered to design a session that provides departments with tools to assist in making this determination. During the class participants will explore the history of this determination at Duke, current IRS and Duke compliance requirements, and the risks associated with an incorrect determination. Session facilitators will unveil two new General Accounting Procedures (GAPS) expected to be released this fall, to better define the use of the Independent Contractor Checklist and Special Rules for Engaging and Paying Current and/or Former Employees as Independent Contractors. Participants will have the opportunity to ask questions about the Independent Contractor Checklist and learn how to best apply this tool. Participant provided case studies will be used to help connect classroom discussion with work place daily activity. |
| To Register: | Review Classes Available |
Recent Payroll Training Presentations
| Class: | Department Payroll Representatives Updates |
| Presentation Date: | May 2008 |
| Description: | This presentation focuses on changes in policies and/or procedures, current issues/problems, information regarding calendar and/or fiscal year end, reminders for representatives, and case study analysis. Classes were separated between University, School of Medicine, and DUHS. |
| View Presentation: |  University Payroll Representatives School of Medicine Payroll Representatives Health System Payroll Representatives |
| Class: | Foreign National Payment Process Overview |
| Presentation Date: | July 2008 |
| Description: | This class assisted Department Payroll Representatives in understanding the complexities of working with Foreign National employees. Corporate Payroll Services partners with other Duke departments to provide a comprehensive overview of a variety of different transactions that impact foreign national employees including hiring, acquiring social security numbers, and tax requirements. |
| View Presentation: | Review Presentation |
| Class: | Employee vs. Independent Contractor – Correctly Identifying and Issuing Payments to Independent Contractors |
| Presentation Date: | August 2008 |
| Description: | Should an individual be paid as an employee or as an Independent Contractor? This is a question departments often find themselves asking. Accounts Payable, Corporate Tax and Corporate Payroll Services have partnered to design a session that provides departments with tools to assist in making this determination. During the class participants will explore the history of this determination at Duke, current IRS and Duke compliance requirements, and the risks associated with an incorrect determination. Session facilitators will unveil two new General Accounting Procedures (GAPS) expected to be released this fall, to better define the use of the Independent Contractor Checklist and Special Rules for Engaging and Paying Current and/or Former Employees as Independent Contractors. Participants will have the opportunity to ask questions about the Independent Contractor Checklist and learn how to best apply this tool. Participant provided case studies will be used to help connect classroom discussion with work place daily activity. |
| View Presentation: | Review Presentation & Case Study |