Certified Payroll Representative

Upon receipt of the Certified Payroll Representative Certificate within the institution's Financial Certification Program, recipients will have the skills to:

• Apply the payroll schedules to department business processes to ensure transactions meet deadlines for the exempt and nonexempt payrolls and the non-compensatory payment system.
• Apply the fundamentals of the Payroll Structure as the foundation of position management within SAP.
• Understand key terminology in order to better communicate payroll information within the department and between the department and corporate functions.
• Apply General Ledger accounting to payroll expenses.
• Use iForms to process a variety of payroll master data transactions including the following:
  • Hiring
  • Cost Distribution Changes
  • Secondary Positions
  • Personal Data Changes
  • Transfers
  • Rate and Schedule Changes
  • Position Reclassifications
  • Terminations
• Understand and apply the process for hiring secondary employees.*
• Understand basic guidelines for work study recipients and parameters for issuing payments.*
• Understand purpose and procedures for the different methods of issuing payments to nonexempt employees:
  • Time reports submitted through MyTime in Duke@Work
  • The Time and Attendance System
  • Gross adjustments
• Understand purpose and procedures for the different methods of issuing payments and tracking time away from work for exempt employees:
  • Supplemental Payments
  • Pay Exceptions
  • Exempt Time Reporting for time away from Duke
• Use a variety of reports to better understand payroll expenses for both exempt and nonexempt employees.
  • Understand the source of fringe benefit charges, how rates are applied, as well as the purpose of different fringe rates.
  • Manage overtime costs through the use of the Biweekly Overtime Report.
• Maintain current understanding of new payroll processes, procedures, and Duke or governmental compliance requirements.
• Serve as the liaison between the department and Corporate Payroll Services.
• Understand the payroll policies and procedures that support Time and Attendance, how to interpret a time report in Time and Attendance, reports available through Time and Attendance, and how to request changes to system parameters in Time and Attendance.*
• Differentiate between compensatory and non-compensatory individuals and the process and parameters for processing payments for non-compensatory recipients.*
• Support departmental efforts to issue payments to Foreign Nationals while ensuring the department complies with immigration and tax regulations protecting both the institution and the individual employee.
• Discuss and review tools designed to help departments determine if an individual should be an employee or an independent contractor.
  • Employee vs. Independent Contractor Determination Matrix
  • The Independent Contractor Checklist
  • The Short-Term Hire Matrix

*In-depth understanding of these skills is acquired through completion of elective courses. An individual completing certification must have at least two electives to receive his/her certificate.

This certification does not provide a recipient with the following:

• Detailed understanding of Duke University or DUHS’ pay policies.
• Detailed understanding Duke University or DUHS’ compliance requirements.
• With the exception of iForms, hands-on training with any Duke University or DUHS system.