Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

BSBFIA302 Mapping and Delivery Guide
Process payroll

Version 1.0
Issue Date: April 2024


Qualification -
Unit of Competency BSBFIA302 - Process payroll
Description
Employability Skills
Learning Outcomes and Application This unit describes skills and knowledge required to process payroll from provided data using manual and computerised payroll systems.It applies to individuals employed in a range of work environments who are responsible for payroll functions within an organisation. They may work as individuals providing administrative support within an enterprise, or may be other members of staff who have been delegated payroll responsibilities.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites
Competency Field
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities 		Slides
PPT 		Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: Record payroll data
  • Check payroll data and clarify discrepancies with designated persons
  • Enter employee pay period details and any deductions and allowances in payroll system in accordance with source documents
  • Calculate payment due to individual employees to reflect standard pay and variations in accordance with employee source data
       
Element: Prepare payroll
  • Prepare payroll within designated timelines and in accordance with organisational policy and procedures
  • Reconcile total wages for pay period, check or correct irregularities or refer to designated persons for resolution
  • Make arrangements for payment in accordance with organisational and individual requirements
  • Obtain authorisation of payroll and individual pay advice in accordance with organisational requirements
  • Produce, check and store payroll records in accordance with organisational policy and security procedures
  • Follow security procedures for processing payroll and for maintaining payroll records
       
Element: Handle payroll enquiries
  • Respond to payroll enquiries in accordance with organisational and legislative requirements
  • Provide information in accordance with organisational and legislative requirements
  • Ensure all enquiries outside area of responsibility and knowledge are referred to designated persons for resolution
  • Complete additional information or followup action within designated timelines in accordance with organisational policy and procedures
       


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1 Record payroll data

1.1 Check payroll data and clarify discrepancies with designated persons

1.2 Enter employee pay period details and any deductions and allowances in payroll system in accordance with source documents

1.3 Calculate payment due to individual employees to reflect standard pay and variations in accordance with employee source data

2 Prepare payroll

2.1 Prepare payroll within designated timelines and in accordance with organisational policy and procedures

2.2 Reconcile total wages for pay period, check or correct irregularities or refer to designated persons for resolution

2.3 Make arrangements for payment in accordance with organisational and individual requirements

2.4 Obtain authorisation of payroll and individual pay advice in accordance with organisational requirements

2.5 Produce, check and store payroll records in accordance with organisational policy and security procedures

2.6 Follow security procedures for processing payroll and for maintaining payroll records

3 Handle payroll enquiries

3.1 Respond to payroll enquiries in accordance with organisational and legislative requirements

3.2 Provide information in accordance with organisational and legislative requirements

3.3 Ensure all enquiries outside area of responsibility and knowledge are referred to designated persons for resolution

3.4 Complete additional information or followup action within designated timelines in accordance with organisational policy and procedures

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1 Record payroll data

1.1 Check payroll data and clarify discrepancies with designated persons

1.2 Enter employee pay period details and any deductions and allowances in payroll system in accordance with source documents

1.3 Calculate payment due to individual employees to reflect standard pay and variations in accordance with employee source data

2 Prepare payroll

2.1 Prepare payroll within designated timelines and in accordance with organisational policy and procedures

2.2 Reconcile total wages for pay period, check or correct irregularities or refer to designated persons for resolution

2.3 Make arrangements for payment in accordance with organisational and individual requirements

2.4 Obtain authorisation of payroll and individual pay advice in accordance with organisational requirements

2.5 Produce, check and store payroll records in accordance with organisational policy and security procedures

2.6 Follow security procedures for processing payroll and for maintaining payroll records

3 Handle payroll enquiries

3.1 Respond to payroll enquiries in accordance with organisational and legislative requirements

3.2 Provide information in accordance with organisational and legislative requirements

3.3 Ensure all enquiries outside area of responsibility and knowledge are referred to designated persons for resolution

3.4 Complete additional information or followup action within designated timelines in accordance with organisational policy and procedures

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Check payroll data and clarify discrepancies with designated persons 
Enter employee pay period details and any deductions and allowances in payroll system in accordance with source documents 
Calculate payment due to individual employees to reflect standard pay and variations in accordance with employee source data 
Prepare payroll within designated timelines and in accordance with organisational policy and procedures 
Reconcile total wages for pay period, check or correct irregularities or refer to designated persons for resolution 
Make arrangements for payment in accordance with organisational and individual requirements 
Obtain authorisation of payroll and individual pay advice in accordance with organisational requirements 
Produce, check and store payroll records in accordance with organisational policy and security procedures 
Follow security procedures for processing payroll and for maintaining payroll records 
Respond to payroll enquiries in accordance with organisational and legislative requirements 
Provide information in accordance with organisational and legislative requirements 
Ensure all enquiries outside area of responsibility and knowledge are referred to designated persons for resolution 
Complete additional information or followup action within designated timelines in accordance with organisational policy and procedures 

Forms

Assessment Cover Sheet

BSBFIA302 - Process payroll
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

BSBFIA302 - Process payroll

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: