Sage - Payroll Training Course

Course Content

Program Basics

• Starting Payroll & logging on
• Using Help
• Backing up & restoring data

Payroll Basics

• What makes up a payroll
• Links to an accounts package

Company Settings

• Entering details, Bank & coinage
• Pensions & absence

Pension Schemes

• Entering pension schemes

Absence & Holidays

• Entering holiday schemes for Directors
• anagement & staff
• SSP qualifying patterns

Government Legislation

• PAYE
• NI bands
• NI Rates
• SSP & SMP rates
• Car details and car bands

Pay Elements

• Adding new payments
• Deductions
• Attachments
• Entering payments and deductions

Adding New Employees

• Adding employees with and without P45
• Employee record
• Car & fuel allowance
• Absence details
• Banking details
• Personal details
• History

Applying Rates of Pay & Entering YTD Values

• About rates of pay
• When to enter YTD earnings
• The tax to date dialogue box
• Tax & NIC, payments and deductions

The Processing Date & Payments

• How to use and change the processing date

The Enter Payments Window

• Entering payments
• Deductions
• Attachments
• SSP/SMP
• Summary information

Pre Update Reports

• Printing the report
• Printing pay slips & cheques
• Figures for your accounts

Updating Records

• The processing date
• Selecting employee records to update
• Using the update records wizard

Employees Paid by the Hour

• Adding the employee
• Setting the rate of pay
• Creating a new payment type

Company Cars

Recording Absence

• Recording holidays
• Removing absence days
• Checking the holiday record
• Recording sick and other leave
• Setting up maternity leave

Dealing with SSP & SMP

• Paying a proportion of a salary only
  Make up basic

Criteria and the Outline View

Process and Update Month 12 & Week 52

An Employee Leaves

• Processing the last payment
• Entering the payment details
• Printing the pay slip and cheques
• Update the records
  The leaver wizard
• Payments BY BACS

Reports

• Employee
• Company
• Absence
• Legislation

Year End Procedures

• P11 deduction working sheet
  (PAYE & NIC)
• P14 Inland Revenue & DSS Copy
• P60 Employee copy
• P35 (C5)
• Post year end tasks
• Update employee details
  

Overview

Sage Payroll is the UK leader in payroll software for small to medium-sized businesses. Calculates tax, National Insurance and net pay in minutes. Automatic SSP, SMP and pension calculations. Complying with the latest government legislation, it deals easily with complex tasks.

Sage Payroll saves you valuable time, simplifies the payroll process and ensures accuracy. It is extremely flexible, allowing you to transfer payroll details with one simple posting into Sage Line 50 or Sage Line 100. As all employee data can be instantly recalled on screen or reproduced in simple, easy-to-follow reports, management information can be obtained quickly and easily.