Payroll Clerk Skill Checklist

How to use this checklist

Use this printable checklist to track your progress. Every checked item is a genuine step toward being interview-ready.

Core knowledge

• ☐ Gross-to-net calculation walk-through.
• ☐ Federal, state, and local tax withholding basics.
• ☐ FICA (Social Security and Medicare) rates and caps.
• ☐ 941, 940, and W-2 filing calendars.
• ☐ Multi-state nexus basics.

Software

• ☐ At least one full-service payroll platform (ADP, Paychex, Gusto, Paylocity, Rippling).
• ☐ Excel for pay-period audits and variance reports.
• ☐ Time-and-attendance system (ADP Time, Deputy, Kronos).

Workflow

• ☐ Process an on-cycle payroll end to end.
• ☐ Process an off-cycle bonus.
• ☐ Correct an overpayment.
• ☐ Enter a new hire and terminate an employee.

Recommended learning path

1. Bookkeeping Academy — Payroll lesson.
2. Excel Lessons — through SUMIFS and pivot tables.
3. 10-Key Trainer for daily productivity.