Train customers, partners and new hires from one course platform

Whitfield turns your docs, videos and quizzes into courses people finish. Enroll learners straight from Salesforce or HubSpot, run live cohorts, and see who stalled on lesson two before the account goes quiet.

Free for up to 50 learners. No card, no sales call.

academy.northfield.com/payroll-admin

Payroll admin certificationNorthfield Payroll Academy
Course progress
62%
Year-end dates your admins cannot miss
W-2s to employeesJanuary 31
W-2s and W-3 to the SSAJanuary 31
Form 940, federal unemploymentJanuary 31
Form 941, fourth quarterJanuary 31
6:12
8:401.25xCC
Year-end filing deadlines
Module 3 · Filing season · 8 min video and a 4 question check
Mark complete
Walk through the four January 31 deadlines, what Northfield files for you, and the two forms an admin still has to approve by hand.
Course outline
11 lessons · about 2 hours
Module 2 · Running payroll3 of 3
Your first pay run11 min
Off-cycle and bonus runs8 min
Fixing a mistake after payday10 min
Module 3 · Filing season0 of 3
Year-end filing deadlines8 min
W-2 corrections9 min
State unemployment rates6 min
Module 4 · Certification0 of 1
Final assessment20 min

Enrolls learners from, and reports back to, the tools your team already runs

Enrolls learners from, and reports back to, the tools your team already runs

Salesforce logo

Salesforce

HubSpot logo

HubSpot

Slack logo

Slack

Microsoft Teams logo

Microsoft Teams

Google Meet logo

Google Meet

Loom logo

Loom

Notion logo

Notion

Four jobs your training team does every week, in one place

Most teams run training on a Loom playlist, a Notion page and a spreadsheet of who finished. Whitfield replaces the three with a course builder, a cohort calendar, a progress page and certificates your CRM can read.

Most teams run training on a Loom playlist, a Notion page and a spreadsheet of who finished. Whitfield replaces the three with a course builder, a cohort calendar, a progress page and certificates your CRM can read.

Build a course from what you already wrote

Drop in a Google Doc, a Notion page or a Loom and Whitfield drafts the lessons for you. Add a knowledge check at the end of each one so you know who understood it.

Imports

Google Docs, Notion, Loom, YouTube, PDFs, SCORM 1.2 and 2004

Blocks

Text, video, files, checks, assignments, live sessions

app.whitfield.study/courses/payroll-admin/edit

Whitfield product screen

Run cohorts without a spreadsheet

Put partners or new hires through the same four weeks together. Sessions land on their calendars, rosters sync from your CRM, and attendance counts toward completion.

Live

Google Meet or Microsoft Teams, attendance tracked

Rosters

Synced from Salesforce reports or HubSpot lists

app.whitfield.study/cohorts/october-partners

Whitfield product screen

See who stalled, and where

The progress page ranks the lessons where people stop and lists who has gone quiet. Nudge them in one click, or let Whitfield send the reminder at the hour they usually study.

Alerts

Stalled learners posted to Slack or Teams

Export

CSV, API and a nightly sync to your warehouse

app.whitfield.study/progress/payroll-admin

Whitfield product screen

Certify people, and tell your CRM

Set a pass mark, issue a certificate with your logo, and write the date back to the contact in Salesforce or HubSpot. Certificates can expire and renew with a short refresher.

Proof

A credential page and a LinkedIn Add to profile button

Renewal

12 or 24 months, with a refresher on what changed

app.whitfield.study/certificates/npa-2026-0417

Whitfield product screen

Your first course can be live this afternoon

No implementation project and no consultant. The teams in our last onboarding cohort published their first course in a median of 3 hours 10 minutes.

This afternoon

This afternoon

Import a doc or a few Looms, check the lesson split, add a question at the end of each lesson and publish.

Day one

Day one

Connect Salesforce or HubSpot and write the rule that enrolls new customer admins the moment a deal closes.

Week one

Week one

Watch the progress page. Nudge the people who stall, fix the lesson where most of them stop, and send your first certificates.

Priced on active learners, not on everyone you invite

An active learner opened at least one lesson this month. Customers you enrolled who did not log in cost nothing, so you can give every admin access.

An active learner opened at least one lesson this month. Customers you enrolled who did not log in cost nothing, so you can give every admin access.

Yearly

Monthly

Yearly billing takes two months off every paid plan.

Starter

For one course and the first group of learners

$0

free, no card

Up to 50 active learners

3 published courses

Video, text, files and knowledge checks

Certificates with your logo

Email support, reply within one business day

Team

For customer education and onboarding teams

$249

a month, billed yearly at $2,988

Up to 1,000 active learners

Unlimited courses and cohorts

Salesforce and HubSpot enrollment rules

Live sessions on Google Meet or Teams

Progress dashboard and automatic nudges

SCORM 1.2 and 2004 import

Scale

For academies with thousands of learners

$749

a month, billed yearly at $8,988

Up to 5,000 active learners

Single sign-on with Okta, Auth0 or Entra ID

Your own domain and branding

Several academies in one workspace

Data export API and webhooks

A named support contact

Yearly

Monthly

Yearly billing takes two months off every paid plan.

Starter

For one course and the first group of learners

$0

free, no card

Up to 50 active learners

3 published courses

Video, text, files and knowledge checks

Certificates with your logo

Email support, reply within one business day

Team

For customer education and onboarding teams

$249

a month, billed yearly at $2,988

Up to 1,000 active learners

Unlimited courses and cohorts

Salesforce and HubSpot enrollment rules

Live sessions on Google Meet or Teams

Progress dashboard and automatic nudges

SCORM 1.2 and 2004 import

Scale

For academies with thousands of learners

$749

a month, billed yearly at $8,988

Up to 5,000 active learners

Single sign-on with Okta, Auth0 or Entra ID

Your own domain and branding

Several academies in one workspace

Data export API and webhooks

A named support contact

Nonprofits and public schools get 40 percent off Team. Prices in USD, taxes extra.

What changed for the teams that moved their training over

We had 900 customer admins on a Loom playlist and no idea who watched it. In our first quarter on Whitfield, accounts with a certified admin opened 38 percent fewer tickets.

Priya Raman

Director of customer education, Northfield Payroll

Minneapolis, Minnesota

We had 900 customer admins on a Loom playlist and no idea who watched it. In our first quarter on Whitfield, accounts with a certified admin opened 38 percent fewer tickets.

Priya Raman

Director of customer education, Northfield Payroll

Minneapolis, Minnesota

Partner certification used to be a two day workshop we ran four times a year. Now it is a four week cohort that mostly runs itself. 212 partners have certified since March.

Tom Ellery

Partner enablement lead, Cedarline Tax Software

Denver, Colorado

I built our support onboarding from a Google Doc in one afternoon. New hires now take a full queue after three weeks instead of six.

Marisol Vega

Support operations manager, Harbor Health Billing

Tampa, Florida

Before you move your academy

Something we did not cover? Email hello@whitfield.study and a person replies the same working day.

Can we bring our SCORM courses and completion records?

How is an active learner counted?

Do we need single sign-on to start?

What happens when we go over our learner limit?

Where is our data stored, and can we get it out?

Can we try it with real customers before paying?

Put your first course in front of customers this week.

Free for up to 50 learners. Team starts at $249 a month.

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