Zoho

Smart, compliant, and effortless payroll management for every business

Course Brief

Our Zoho Payroll self-learning course is designed to help HR, finance, and business professionals fully understand and implement payroll management within their organizations. Through a structured learning path, you will explore every aspect of Zoho Payroll, from initial setup to advanced features such as compliance and reporting.

The course begins with an introduction to the platform, guiding you through account configuration, employee onboarding, and salary structure customization. You will then learn how to process payroll cycles, manage deductions, and ensure compliance with statutory requirements. The course also covers employee self-service, giving your workforce access to payslips and tax forms without additional HR effort.

To ensure real-world application, practical lessons demonstrate how Zoho Payroll integrates with Zoho People and Zoho Books. By the end of the course, you will have the knowledge and skills to confidently manage payroll operations, improve accuracy, and reduce administrative workload. Whether you are a small business owner or part of a large HR department, this course equips you with the tools to succeed from day one.

Curriculum

Chapter 1: Payroll Foundations

Lesson 1.1: Understanding Payroll Management Basics

Lesson 1.2: Payroll in the Jordanian Business Context

Lesson 1.3: Key Stakeholders in Payroll (HR, Finance, Government Bodies)

Chapter 2: Getting Started with Zoho Payroll

Lesson 2.1: Introduction to Zoho Payroll’s Interface

Lesson 2.2: Initial Setup Wizard and Organization Details

Lesson 2.3: Understanding Pay Cycles, Frequencies, and Schedules

Chapter 3: Employee Information Management

Lesson 3.1: Adding and Updating Employee Records

Lesson 3.2: Managing Expatriate vs Local Employee Data

Lesson 3.3: Bulk Imports and Data Migration from Excel

Chapter 4: Compensation and Benefits

Lesson 4.1: Creating Salary Components (Basic, Allowances, Bonuses)

Lesson 4.2: Structuring Benefits and Allowances in Jordan (Transport, Housing, Meal)

Lesson 4.3: Handling Variable Pay and Incentives

Lesson 4.4: Salary Revisions, Promotions, and Increment Cycles

Chapter 5: Statutory Compliance in Jordan

Lesson 5.1: Social Security Corporation (SSC) Contributions

Lesson 5.2: Income Tax Withholding and Slab Rates

Lesson 5.3: Professional Fees, Stamps, and Other Local Deductions

Lesson 5.4: Updates and Staying Compliant with Labor Laws

Chapter 6: Running Payroll

Lesson 6.1: End-to-End Payroll Run Process

Lesson 6.2: Managing Overtime, Absences, and Adjustments

Lesson 6.3: Handling Employee Loans, Advances, and Deductions

Lesson 6.4: Finalizing Payroll and Approvals

Chapter 7: Payments and Disbursements

Lesson 7.1: Salary Disbursement Methods (Bank Transfer, Cash, Cheque)

Lesson 7.2: Integrating with Jordanian Banks

Lesson 7.3: Handling Failed Transactions and Re-runs

Chapter 8: Employee Exit and Final Settlements

Lesson 8.1: Calculating End-of-Service Benefits (EOSB)

Lesson 8.2: Settling Outstanding Dues and Leaves

Lesson 8.3: Generating Relieving Letters and Final Payslips

Chapter 9: Reporting and Analytics

Lesson 9.1: Payroll Registers and Pay Summaries

Lesson 9.2: Tax and Compliance Reports (SSC, Income Tax)

Lesson 9.3: Advanced Analytics for Business Insights

Chapter 10: Employee Self-Service

Lesson 10.1: Employee Portal Overview

Lesson 10.2: Accessing Payslips, Forms, and Reports

Lesson 10.3: Submitting Investment Proofs, Allowance Requests, and Claims

Chapter 11: Integrations and Automation

Lesson 11.1: Integrating Zoho Payroll with Zoho Books and Zoho People

Lesson 11.2: Automating Workflows with Zoho Flow

Lesson 11.3: Integration with External Accounting Systems

Chapter 12: Security and Data Management

Lesson 12.1: User Roles and Permissions

Lesson 12.2: Data Security and Confidentiality in Payroll

Lesson 12.3: Backup, Archiving, and Audit Preparation

Chapter 13: Transitioning to Zoho Payroll

Lesson 13.1: Migrating from Manual or Excel-based Payroll

Lesson 13.2: Common Migration Challenges and How to Solve Them

Lesson 13.3: Case Study: A Jordanian SME Migrating to Zoho Payroll

Chapter 14: Best Practices and Troubleshooting

Lesson 14.1: Payroll Best Practices for Jordanian Companies

Lesson 14.2: Troubleshooting Common Payroll Issues

Lesson 14.3: Preparing for External Audits and Inspections

Chapter 15: Final Setup and Ongoing Support

Lesson 15.1: Final Setup Checklist Before Going Live

Lesson 15.2: Continuous Learning and Staying Compliant

Lesson 15.3: Getting Help from Zoho and Pinnacle

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Legal Notice

The content of this onboarding course is provided for educational and instructional purposes only. All information is based on the current functionality of Zoho products at the time of development. Zoho frequently updates its solutions, and while we strive to keep course content accurate and up to date, Pinnacle Business & Marketing Consulting, LLC is not responsible for any discrepancies, changes, or feature updates made by Zoho Corporation Pvt. Ltd. after course publication.

“Zoho” and all related product names and logos are trademarks of Zoho Corporation Pvt. Ltd., used here under fair use for training purposes. This course has been independently developed by Pinnacle Business & Marketing Consulting, LLC, an authorized Zoho Partner since 2020, and is not directly affiliated with or endorsed by Zoho Corporation Pvt. Ltd.

By using this course, you acknowledge that all materials are protected by copyright and may not be copied, distributed, or reused without written permission from Pinnacle.