Sage Payroll

Course Code: SL5002

The Introductory Course

Duration: One Day

Pre-requisites: users must be able to work in the Windows environment and already using a Windows-based application to a reasonable level. To get the full benefit of this course, users should be familiar with the fundamentals of running Payroll and with general Tax and NI. If their company intends to operate their Company Pension scheme through Sage Payroll, familiarity with the main tenets of that scheme would help.

Topics Covered/Tasks Achieved

Introduction

The main program window, the tree view
Backing up and restoring data
Payroll basics
Month end

Company Settings

Company details
Bank & coinage
Tax funding
Statutory Sick Pay (SSP)/Statutory Maternity Pay (SMP) funding
Inland Revenue (IR) payments

Government Legislation

PAYE details
NI rates, SSP rates, SMP rates*
Car details, Car bands*
Student Loans*
* Running these topics is looked at in considerably more depth in the Advanced course

Company Specific Data

Entering a pension scheme
Pension scheme details
Pay elements
Employee & employer contributions

Employees

Adding and updating employee personal details
Adding employment details
Changing rates of pay
Entering year-to-date values

Processing the Monthly Payroll

Processing date
Entering payments
Pre-update reports
Updating records

Other Payments based on different Periods/Time

Processing salaries calculated on an hourly basis
Manual SSP calculations
Dealing with a new weekly paid employee
Process & update : month 12/week 52
Process & update : week 53
Dealing with leavers
Payments by BACS

Reports

Company Reports
Legislative Reports
Employee Reports

Year End

Pre year-end tasks
Year-end wizard for: P11, P14, P60, P35
Clearing the tax year
Updating employee records
Backing up data

The Advanced Course

Duration: One Day

Pre-requisites: In order to make sure there is enough time in a day to cover the topics listed below, delegates will need to be experienced in the topics covered by the Introductory course.

Topics Covered/Tasks Achieved

Introduction

Checking existing employee details
Globally changing tax codes
Increasing a tax code using a tax code suffix

Department & Employee Analysis

Adding a new department

Moving employees to a department
Analysing costs by department
Cost centres
Employee analysis

Holiday Schemes

Setting up, adding and editing holiday schemes
Recording holidays
Removing absence days
Changing holidays from booked to taken
Holiday scheme reports

Pension Schemes

Adding a new pension scheme
Adding a new employee with a pension scheme
Processing the payroll with pensions

Statutory Sick Pay & Other Absences

SSP qualification
SSP rates
Recording sick leave
Paying SSP
SSP reports
Reclaiming SSP

Statutory Maternity Pay

SMP Rates
Updating the absence diary
Entering Statutory Maternity details
Paying SMP
When the employee returns to work
Reclaiming SMP

Company Cars

Scale charges
The Legislation Settings dialog box
Adding a new car
Class 1A NIC details
Keeping track of business trips

Tax Credits

Inland Revenue notification
Funding for tax credits
Entering funding for tax credits
Setting up employee tax credits
Making the tax credit payment
An employee with tax credits leaves
Stopping tax credit payments

Other topics

Student Loan Repayments
Setting Passwords & Access Rights
Linking the Payroll to Accounts
Advancing Pay & Paying Holiday Funds

Please note: this course is run on a customised basis. We should be happy to supply further details.