Managing a payroll department l.jpg
This presentation is the property of its rightful owner.
Sponsored Links
1 / 33

Managing A Payroll Department PowerPoint PPT Presentation


  • 260 Views
  • Uploaded on
  • Presentation posted in: General

Managing A Payroll Department. Basic Management Theories . Situational Leadership Principle-Centered Leadership Empowerment Theory No one way is the right way! Management’s style needs to fit different jobs, situations and employees. . Situational Leadership Management Style.

Download Presentation

Managing A Payroll Department

An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -

Presentation Transcript


Managing a payroll department l.jpg

Managing A Payroll Department


Basic management theories l.jpg

Basic Management Theories

  • Situational Leadership

  • Principle-Centered Leadership

  • Empowerment Theory

    No one way is the right way! Management’s

    style needs to fit different jobs, situations and

    employees.


Situational leadership management style l.jpg

Situational Leadership Management Style

  • Supporting - Low Task

    High Relationship

  • Coaching - High Task

    High Relationship

  • Delegating - Low Task

    Low Relationship

  • Directing - High Task

    Low Relationship


Situational leadership management style4 l.jpg

Situational Leadership Management Style

  • With Situational Leadership the way managers work with staff depends on what two factors? ?

  • What do situational leadership proponents emphasize?


Principle centered leadership l.jpg

Principle-Centered Leadership

Simple statement behind the

Principle-Centered Leadership:

Treat People the way you want to be treated!!

4 Fundamental Dimensions:

  • Security

  • Guidance

  • Wisdom

  • Power


Empowerment theory l.jpg

Empowerment Theory

Key objective is the for employee to take ownership of the process

5 Steps

  • Establish the desired results

  • Provide guidelines

  • Identify resources available

  • Hold people accountable

  • Identify consequences


Key words from management theories exercise l.jpg

Accountable

Coaching

Consequences

Delegating

Directing

Guidance

Guidelines

Power

Resources

Results

Security

Supporting

Tenacity

Wisdom

Key Words from Management Theories Exercise


Employee styles l.jpg

Employee Styles

  • Contributors Task and Result Oriented

    Organized and Dependable

  • Collaborators Flexible and Open

    Cooperative with team members

  • Communicators Excellent Communication Skills

    Positive Approach

  • Challengers “Devil’s Advocates”

    Looks for innovated ways

    to solve problems


Employee needs l.jpg

Employee Needs

  • Contributors Stable Environment

    To Be shown how to do

    Encouragement of analytical talent

  • Collaborators Create Harmony

    To be shown Why it’s done

    Have time to process information


Employee needs10 l.jpg

Employee Needs

  • Communicators Lots of people contact

    Plenty of variety

    Public Recognition

  • Challengers Lots of Challenges

    To be shown what you want

    Opportunity to learn new skills


Comparison of styles l.jpg

Comparison of Styles

What happens when a Payroll Manager doesn’t learn the strengths and weaknesses of the employees before delegating tasks to them?


Comparison of er ee styles l.jpg

Comparison of ER & EE Styles

EREE

Supporting – Communicators

Delegating – Contributors

Directing – Challengers

Coaching – Communicators


Management skills l.jpg

Management Skills

  • Planning and Organizing-5 Key Activities

  • Staffing- 4 Skills Sets

  • Directing Employees- 4 Communication Skills

  • Controlling Performance- 4 Steps

  • Reporting – 4 Customers


Management case study l.jpg

Management Case Study

It’s Payday.

The checks have just been picked up, and the entire payroll staff is tense. They are waiting for the irate phone calls to begin. In about ten minutes, the phone will ring and ring and ring as one employee after another calls to complain about their paychecks. Before the day is over, at least one of your staff members will snap at one of your customers--the firm’s employees.

As the manager, what steps do you take?


Planning and organizing l.jpg

Planning and Organizing

  • Define Goals and Objectives

  • Define Time Frame

  • Define Sub-tasks

  • Analyze Resources

  • Evaluate Costs


Staffing l.jpg

Staffing

  • Hiring

  • Training

  • Delegating

  • Coaching


Directing employees l.jpg

Directing Employees

  • Listening

  • Provide Feedback

  • Coaching

  • Leadership


Controlling performance l.jpg

Controlling Performance

  • Setting Standards

  • Monitoring Progress

  • Comparing Progress With Standards

  • Corrective Action


Reporting l.jpg

Reporting

  • To immediate supervisor

  • To other department heads

  • To upper management

  • To employees


Do you have it l.jpg

Do You Have IT??

IT is the 4 qualities that help make a Payroll Manager a Strong Leader.

  • Having a vision

  • Building a support team

  • Seeking Partners

  • Attending APA’s Leadership Certification Program in Chicago April 21-23. Visit www.americanpayroll.org


Specific skills l.jpg

Conduct and Attend Meetings

Keep Written Policies and Procedures

Crisis Management

Time Management

Team Building

Performance Evaluations

Promoting Quality Customer Service

Customer Service in Shared Services

Specific Skills


Specific skills22 l.jpg

Crisis Management-

Once the crisis is over, what are some things the payroll manager can do to ensure the lessons are not forgotten?

Conduct a meeting to discuss the crisis and determine which of the problems are preventable

Initiate a plan to prevent those problems from reoccurring

List the successful results and include them in a “Crisis File’ for future reference

List all of the issues that were not satisfactorily resolved and formulate procedures to resolve them

Express your appreciation to your staff.

Specific Skills


Specific skills23 l.jpg

Time Management-

What four combinations of time categories tell a manager what his or her priorities should be?

Urgent and Important – Crisis management, immediate attention needed

Urgent but Not Important– Pressing activities that may be easy to accomplish

Not Urgent but Important – Planning and prevention activities

Not Urgent and Not Important– easily accomplished, time wasting activities

Specific Skills


Specific skills24 l.jpg

Team Building-

What are the four stages of team development?

Forming – Stage1 The Start-up stage

Storming – Stage 2 Where Responsibilities and roles are articulated

Norming – Stage 3 Where Success occurs

Performing – Stage 4 Where Members feel very motivated

Specific Skills


Specific skills25 l.jpg

Customer Service -

Who are our customers and what is their product?

Customer Product

1.EmployeesChecks or Direct Deposits

2.Management Reports, Financial Statements

3.Government AgenciesFilings, Forms, Deposits

What are some of basic principles to providing quality customer service?

Reliability

Responsiveness

Assurance

Empathy

Tangibles

Specific Skills


Specific skills26 l.jpg

Shared Services-

What is Shared Services?

Shared services is the consolidation of related functions and integration of the processes involved with them throughout an entire organization.

What departments would be in a Shared Service or a ‘Call Center”?

How would this affect Customer Service?

Specific Skills


Research l.jpg

Research

  • Tax Laws and Regulations

  • Employment Laws and Regulations

  • Payroll Related Websites

  • Company Policies and Procedures

  • Union Contracts


Research tax laws and regulations l.jpg

Research-Tax Laws and Regulations

IRC= Internal Revenue Code tax laws passed by Congress and signed by the President.

IRS Regulations= Interpretations of the law developed by the IRS & approved by the US Treasury Dept.


Research tax laws and regulations29 l.jpg

Research-Tax Laws and Regulations

3 categories of IRS regulations:

  • Proposal=Issued for public comments

  • Temporary=Used until the final regulations are issued. Identified by a ’T’ following the regulation number (Reg$1.125T). No longer effective after the final regulations is issued.

  • Treasury Decision=Final regulation are issued as Treasury Decisions. Expressed as TD followed by the number ( TD 8481).


Research tax laws and regulations30 l.jpg

Research-Tax Laws and Regulations

Additional forms of guidance to interpret tax laws include:

  • Publications such as Curricular E

  • Revenue Procedures

  • Revenue Rulings

  • Private Letter Rulings

  • Announcements, Notices and News Releases


Research employment laws and regulations l.jpg

Research- Employment Laws and Regulations

  • Wage-HourFSLA

  • GarnishmentsConsumer Credit Protection Act

  • Child SupportConsumer Credit Protection Act

  • ImmigrationIllegal Immigration Reform & Immigration Responsibility Act

  • New Hire Reporting Personal Resp & Work Opportunity Act

  • Family LeaveFMLA

  • Unemployment FUTA & SUTA Unemployment Tax Acts

  • State LawsVarious


Research payroll related websites l.jpg

Research- Payroll Related Websites

Chicago Chapter APAwww.chicagopayroll.com

American Payroll Associationwww.americanpayroll.org

IRSwww.irs.gov

www.irs.govformspubs/index.html

SSAwww.socialsecurity.gov

State &Local Linkswww.taxsites.com/state

Department of Laborwww.dol.gov

Direct Deposit www.nacha.org

www.directdeposit.org

Payroll Calculatorwww.paycheckcity.com


Thank you l.jpg

Thank You!!

Good Luck with your CPP test!! Christine O’Hara, CPP

312-474-3221

[email protected]


  • Login