2.0 CPE In this course we discuss the requirements needed to determine if a worker is an exempt employee or a nonexempt employee under the Fair Labor Standards Act (FLSA).
We start with a brief review of the terms “exempt” and “nonexempt”. From this we discuss the requirements for designating an employee exempt under the FLSA. This discussion includes the definition of the 4+ categories of exempt employees, blue collar workers and first responders. This leads into a conversation about the duties requirements for each of these types of classifications under the wage and hour rules. We, then examine the requirements for paying an exempt employee including the salary basis rules and the salary level test. The salary level test include the latest update available on the latest salary levels currently in effect. Finally we will briefly review the various possible requirements on the state level for exempt employees.
This course serves as a sound basis to assist human resources, payroll or finance professionals in determining how to properly classify as an exempt employee and to understand the difference between exempt and nonexempt.
Learning Objectives
- Explore the terms exempt, nonexempt and salary basis.
- Discover and define the requirements under the FLSA regulations that are used to classify workers as exempt.
- Identify each category of exempt employee and the job duties requirements that must be met.
- Identify the requirements that must be met to properly pay an exempt employee on a salary basis.
Last updated/reviewed: August 10, 2023
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126 Reviews (403 ratings)
Reviews
Anonymous
()
It was very disappointing that posted questions had not been answered. One user asked about licensed real estate sales people who sell new homes in models owned by their employers. They are typically not paid overtime, but it would be interesting to know into which category they fall.
Anonymous
(VP, WFM and BusTech)
This course provided an excellent overview of the primary differences between exempt and non-exempt employment classification as well as evaluating exemptions. The instructor presented content in an engaging manner, and the supporting materials were relevant and concise!
Anonymous
(Sr. HR Business Partner)
If you are an HR professional looking to refresh your knowledge of exempt versus non-exempt status, this would be an excellent course to take. The information was pertinent and presented in a way that kept the viewer engaged.
Anna Poselenova
( at Junior's)
Very thorough, structured course and somehow Vicki managed to make it entertaining. The downfall, however, is that course hasn't been updated. I'm watching it in 2021 and most of the dollar amounts have changed significantly.
christle madding
(payroll manager at lippert components)
This information is basic knowledge in the payroll world and different pieces of education come out regarding it every year but this helped to re-iterate some of the basic rules that might be forgotten from time to time.
Anonymous
()
Interesting content - although this course was recorded in 2015 which means that some of the information is no longer correct. It might be helpful to update the content to reflect current limits etc. as of January 2020.
Cammy Dollins
(Payroll Coordinator at Laclede Electric Cooperative)
This course was very informative, and allowed for greater insight into the legal aspects of exempt employees. The instructor was very detailed and easy to follow. Anyone in payroll would benefit from this course.
Anonymous
(Finance)
Very strong and well informed presenter. This is a well organized and detailed presentation with examples to highlight key points / nuances. Would like to see this updated to reflect most recent labor regs.
Katie Silver
(Payroll Manager, CPP at Breslow Starling)
Excellent course to ensure you are paying employees appropriately. All too often Employers think salary means exempt from OT, however the salaried employee doesn't meet any of the exempt qualifications.
Sandy Atkinson
( at Aramark)
Good, clear, and concise explanations of the various exempt roles that if not followed can get an employer in hot water! Great info for manager, HR professionals and payroll professionals alike.
Celeste Houston
(VP of Payoll at Stratus.hr)
This course was very helpful to me and my company. This speaker was very well informed and easy to follow. I would love to have an updated version of this with all of the changes since 2015.
Torin Campbell, CMA
(Controller at Form-A-Fab)
Very thorough and valuable information. I noticed after I was part way into the course that the copyright mark is 2015 so I wonder what's different in 2017? I'll have to look into it....
Anonymous
()
Thank you, this course was great. I felt like it covered everything necessary and provided me with the tools to pass the exam at the end. Overall I would recommend this to a colleague.
Anonymous
(Payroll)
I learned more about the exemption rules for professional and computer employees. Understanding the difference between non exempt and exempt is crucial so this was a great course.
Tiffany Miller
( at ADP)
Another great course for refreshment and recertification of CPP. This is another class in which I would keep the handouts for future reference when members of HR have questions.
Michelle Mohn
(Payroll Manager NA at Brightpath Kids)
Very detailed information regarding all of the classes of employees. Webinar was very well done, including the audio!
I will definitely take more webinars from Ms. Lambert!
Anonymous
(Deputy IG)
This is not an easy topic to master. However, the instructor's exceptional mastery of this subject greatly helped us in understanding the many nuances of labor exemptions.
Anonymous
(Payroll Analyst)
This was a very informative lecture on determining FLSA exemption status for employees. It goes over the tests required for determining exempt employees and what they mean.
Tina Foy
( at The Nola Group)
Vicki is very knowledgeable and presents information in a well-organized way. Her delivery is light-hearted and makes the reception of complex material easier to digest.
Robert Stellato
( at DS Smith)
good course I will hang on to this one for future reference.. the only thing is it is a bit dated. So will have to look up the new limits and thresholds and what not
Anonymous
(Operation Manager)
Very detailed information and to the point, excellent supporting material.
Why this course is outdated since 2015 ? Why it is old and not updated with 2020 course?
Anonymous
(Controller)
The course was very helpful in outlining the different rules and regulations one must consider when performing payroll. The trainer provided some good examples.
Christopher Flowers
( at Environmental Remedies, LLC)
This course succinctly covers the considerations in determining whether an employee is exempt or nonexempt. I found this to be informative and easy to follow.
Stephen Leitz
(Owner and Founder at Workforce 2080 LLC)
I've had over 10 years out in the business and thoroughly enjoyed the content. It never gets old learning about the FLSA. Great course and awesome content!
Anonymous
(Payroll Specialist)
This course provided an excellent overview of the differences between exempt and non-exempt employees. The supporting materials were relevant and concise.
Eileen Perrin
(Financial Advisor at First Command)
Vicki's courses are exceptionally thorough. The right level of difficult. The test is hard ... you have to listen and understand. Truly good training.
Amy Gililland
( at Kasasa)
maybe a few more examples to test knowledge during the sessions...maybe some on the edge (administrative assistance who also does paralegal duties?)...
Sara Malone
(Payroll Manager at CSE W-Industries)
Excellent review for any payroll professional looking for the finer details of exempt status and the ins and outs of payroll for those employees.
Stephanie Rubenzer
(Payroll Specialist at CDK Global)
I liked the items were divided into sections to take it at a pace you can learn at. Sometimes could not sit through entire topics in one sitting.
Anonymous
(Director of Payroll)
This class was very informative and a very good source for reviewing the laws. Instructor was clear in explaining by sighting lots of examples.
Anonymous
()
Another great course by Vicki Lambert. I appreciate her attention to detail and her insight. Will continue to take courses by this presenter.
Anonymous
(N/A)
Very knowledgeable, energetic and enthusiastic presenter. A very valuable resource for referencing. Comprehensive information and good tips.
Dinita Wilbourn
( at Turnitin, LLC)
This class provides a brief overview of the exempt qualifications for executives, administrative, professional, and outside sales positions.
Anonymous
(HR Director)
Great course! I appreciated the thorough explanations of each type of exempt employee. The information on deductions was helpful as well.
Anonymous
(Director of Accounting)
Helpful information to build background knowledge. Would recommend for HR/Payroll teams as resource for when to 1099/W2 Temp employees.
Judith Poli
(Payroll Manager at Odyssey Systems Consulting)
Vicki is a very knowledgable teacher and has an engaging style. It makes it easier to pay attention to a very detailed subject matter.
Anonymous
(New Accounts Specialist)
I liked the searchable pdf of the course. It was easy to review and look up answers to questions. The webinar was very informative.
SUZANNE FOSTER
(Payroll Administrator at S&ME Inc.)
I have taken several of Ms. Lamberts courses and have never been dissapointed, she knows her subject matter very well inside and out.
aron vasquez
(Payroll Specialist at California Rural Indian Health Board, in..)
Very informative. I would recommend to anyone who is running a company. Gives a great review of exempt and nonexempt employees.
KIM MILLER
( at Miller's Mowing & More)
I love the Vicki Lambert webinars. She makes it interesting and easy to follow. This webinar was very interesting. Great Job.
Anonymous
()
This was a very helpful overview of the different rules relating to exempt status. I appreciated the many specific examples.
Natesha Davis
(VP, HCM at WMCHealth)
Extremely helpful and informative. The instructor was incredibly knowledgeable and detail in her explanation of the material.
Brad Nielsen
(None at None)
Good overall course. I liked the different tests and examples given to help understand whether employees are exempt or not.
Anonymous
()
This course mostly focuses on the wording of the FLSA code. The material covers how employers utilize the code in practice.
Susan Cypert
(Accounting Position at Currently Seeking)
A great lesson to determine exempt or non-exempt employees! These can confusing, but the Instructor explained it very well!
Anonymous
(Sr. Payroll Coordinator)
I found the examples of permitted salary deductions vs. improper salary deductions for exempt employees to be very helpful.
Anonymous
()
The instructor is very informative and lays out the information in an easy to follow manner. It is a good in depth class.
Anonymous
(Director, Governance)
Great, quick refresher course that is helpful for those who are not involved in payroll related topics on a daily basis.
Anonymous
(Payroll Training Manager)
Strong and informative. super excited when i see it's Vicki and I can listen to her lessons and they apply to my RCH's
Anonymous
(Controller)
Pretty thorough look at the Labor laws regarding exempt employees. I appreciated the time to explain each exemption.
Tammie Laurito
( at Diocese of St. Petersburg)
Very good refresher course! I would recommend that the salary level section be updated to reflect 2020 new amounts.
Anonymous
(Sr Manager, Payroll & HRIS)
Another great refresher course. I will be able to share this with my HR team as this is constantly being reviewed.
Cynthia McCarter
( at DS Smith)
I want to review this information again. There were some points that I thought were very interesting and helpful.
Anonymous
(Senior Payroll Specialist)
Good refresher course for exemption details. Course should updated as it sound like it was recorded prior to 2015.
Erika Alpiste
( at ADP)
I really enjoyed how concise and easy the course was at explaining the differences between exempt and non-exempt.
Laicy Refosco
(CSR/Payroll Specialist at Sentric HR)
This instructor is very easy to listen to! She does a great job of making the information relevant and digestable.
Maria Lydia Aurora Ganac
( at Roth Staffing)
The course was very,very informative presented in a simple way, where one can grasp and understand it right away.
Anonymous
(Sr. Accountant)
Thorough intro/review of exempt/non-exempt wage and hour law...especially for the non-payroll professional
Diana Rosario
( at Specified Technologies Inc.)
Ms. Lambert is a very good instructor. Her real life examples, slides and style of delivery are excellent.
Suzanne Foster
(Payroll Administrator at Martin Marietta)
I really enjoy Vicki's teaching style. She is a down to earth person explaining concepts with examples.
Anonymous
(Payroll Manager)
Very helpful in determining exempt status. The instructor is clearly very knowledgeable in her field.
Anonymous
(Payroll Consultant)
Great refresher from one of the best payroll trainers around - love her courses. Will highly recommend.
Kevin Unger
( at American Woodmark)
An excellent overview of the rules and regulations for determining who is exempt and who is nonexempt.
Angela Dams
( at Insperity)
This class really helped me have a better understanding of the rules regarding exempt /non exempt.
Anonymous
(Director)
A good overview of an area in HR that most managers are unware of and have little understanding.
Anonymous
(Controller)
A good course to explain the differences. Covers all the scenario in an easy to understand way.
Milenie Thompson
(GL Programmer at Paylocity Corporation)
Very through with plenty of scenarios. The instructor is very pleasant and goes at a good pace.
Anonymous
()
I really liked this course. Everything is laid out and explained clearly. I enjoy the slides.
Anonymous
()
great refresher course, I learned a few updated things including some the presidential history
Anonymous
(-)
Good overview of an important topic for anyone in the managerial side of business operations.
Donna Kaczmarek
( at Zywave, INc.)
A very thorough review of the many aspects involved in determining an employee's FLSA status.
DAN ZOU
(Payroll manager at Sinopro International Resources Inc.)
Good wording, easy to understand, the factors are well listed and explained, nice webinar...
Anonymous
(Executive Assistant - Director of Admini..)
Very informative.
Instructor was extremely knowledgeable; kept my attention without fail.
Anonymous
(Payroll Analyst)
Vicki Lambert gives very detailed and understandable details regarding the subject matter!
Sealtiel Alvarez Sanchez
(Shared Service Center Manager at Aliaxis)
Good summary of exempt condition. Author makes the topic enjoyable. I would recommend it!
Jeff Spillane
( at Anslow Bryant Construction)
Based on the dates in the presentation, I am concerned if all the information is current.
Anonymous
()
This was an effective course. I learned a few things I did not know regarding exemptions
JOSHUA OLUSEGUN ALUKO
(- at -)
Good content, very comprehensive and easy to understand. Will recommend to colleagues.
Anonymous
(Sr. Project Manager)
The trainer was very knowledgeable, well spoken and the course moved at a good pace.
Anonymous
()
very good course passed on the 1st try will definitely recommend fo you to take exam
Anonymous
(Payroll Administrator)
This was a great course. I learned a lot of mew things that I didn’t know before.
Anonymous
(Payroll Specialist)
Good refresher on tests and knowledge on whether an employee is exempt or non-exempt
Christina Wolfe
(Payroll & Benefits Coordinator at Canterbury Park)
Great course overall, easy to understand. Solid refresher on exempt vs non exempt.
Anonymous
()
Lots of information to take in. Course was clearly laid out and organized well.
Anonymous
()
This was very informative and a good refresher. Thanks for putting this together.
Anonymous
()
I believe that this course would be beneficial for any individual in any industry,
This is a very comprehensive course on exempt vs. non-exempt status! Thank you!
David Fisher
( at Ceridian)
The course was very interesting and the instructor was very knowledgeable.
Anonymous
(payroll mgr)
So helpful! Information helps clarify what otherwise might be murky waters.
Anonymous
(Sr Payroll Specialist)
The webinar was very informative and supplied very important information.
Anonymous
()
Very well put together course that is easy to follow and very informative
Tory Dolecek
( at Advansix Inc.)
Great content. Always good to brush up on compliance knowledge! Thanks!
Catherine Castelow
( at CarMax)
A solid review of exempt vs non exempt and the definitions around them.
Amy Lyle
( at Denbury Resources)
The class was very interesting and informative and I really enjoyed it.
Anonymous
()
This was a very beneficial course. However, it should be updated.
Candace Oliver
(Independent Consultant at C Oliver)
Outstanding presentation of technical matter. Excellent course!
Doris Goddard
(Client Services at TriNet)
Really good detail and very clear understanding. Liked this course.
Sharon Garis
(Buckeye Partners, L.P. at Buckeye Partners, L.P.)
Great refresher for managers and more insight into the new changes
Anonymous
(None)
Excellent content---There is more to this issue than I thought :)
Terri Salazar-Rodriguez
(None at None)
Always a great presenter - organized and slides are very helpful.
Anonymous
()
This course was very informative and helpful for my current job.
Amanda Hamner
( at ADP)
I hate completing this form. please take is out of the scoring.
Anonymous
(Payroll Manager)
I enjoyed this course. The speaker seemed very knowledgeable.
Jennifer Fazekas
( at FivePoint Communities Management)
Very good Basic Exempt of Nonexempt course!! Vicki is great!
Anonymous
(VP)
Excellent course, great instructor. Very helpful information.
Sylvia Ratliff
(internal audit consultant at self employed)
Surprised by some of the definitions and some of the rules.
Anonymous
()
please update the course to reflect recent law in 2019-2020
Sherry Maestas
(Director of Finance at Custer Telephone Cooperative, Inc.)
Good course but needs to be updated for 2015-2016 changes.
Pam Donald
(Project Manager at ADP)
Great presentation! Held my attention and I learned a lot.
Debbie Hannon
(Consultant at PTG)
Very informative tool to keep on hand. Great information.
Susan Parsons
(Director of Accounting at Softeon, Inc.)
Great break down of a topic that can get very confusing!
James (Jim) Santucci
(CEO at Kara)
Course was a great primer on understanding exempt status
Paula Neher
(Lead Accountant I at Pioneer Natural Resources)
Great refresher course for payroll and HR professionals.
Anonymous
()
Very informative and even a little challenging for me!
Anonymous
()
Great refresher course. Good content and information.
Michelle Vass
( at Peloton)
This was a good class and a solid refresher for work.
Nicole Cunnea
(Implementation consultant at ADP)
I found the category exemption review most helpful.
Brenda CPP
(Payroll and Benefits Manager at Marathon Consulting Group)
Great content, Vicki's trainings are always great.
Dawn Foster
(Payroll and Tax Manager at Meriton)
Very good information on a very confusing subject.
Anonymous
()
This was a fun course and a great refresher course.
Allison Justice
( at ADP)
very informative and contained useful information.
Anonymous
(Consultant)
Great overview of the rules and nice examples.
I wished Vicki Lambert worked for us
Anonymous
(Unemployed)
Very detailed and easy to follow.
Anonymous
(-)
Excellent refresher course.
Anonymous
(President)
Great course!
Prerequisites
Course Complexity: Intermediate
No advanced preparation or prerequisites are required for this course.
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Course Questions and Answers1 Question
Vicki LambertCertified Payroll Professional, CPP
About Illumeo
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Contact Us
- Email: info@illumeo.com
- Phone: 408-400-3993
- Adress: 1608 W Campbell
- Av #221, Campbell, CA 95008
© 2024 Illumeo, Inc.
I worked for a company and was called a CFO with over 100k salary plus bonus in Texas. I had 1 direct report, although I did not hire, fire, or give the review. I had no authorization to make operational decisions, and spent more than 80% of my time completing reconciliations, inputting invoices, and making bank deposits, opening mail and other general data entry. My employee did the same, but her salary was probably around 55k to 65k with bonuses. I believe she was wrongly classified as a manager considering the facts I stated previously and she had no direct reports. She worked 40 to 50 hours per week. I worked 55
to 70 hours per week. I do have
my CPA license, but that was
obviously not needed for data
entry or this job. What recourse
if any do either of us have or is it
career "suicide" to do anything if
something could be done? I
was employed about 10 1/2 to 11 months. My employee was
there about 3 years.