Sage Payroll - Level 1

Enquire About This Course

This 2 day course has been designed to give first time or recent users the skills they need set up a payroll system. The course is 100% hands-on, with exercises to help delegates practice the new skills they learn.

Prerequisites

Delegates must be familiar with the operation of a PC and window based software. Some knowledge of accounting principles would be useful.

Course Content

Level 1: Getting started with your payroll

Navigating around Sage 50 Payroll

• The Payroll Screen
• Change View
• Menus
• Toolbars
• Modules
• Tasks
• Employee List

 Deal with Access Rights

 Set up Legislation

 Company Details

• Details
• Bank Details
• Coinage
• Absence
• Analysis
• Tax Funding
• Statutory Funding
• HMRC Funding

 Create Employee Records

• Employee Record
• Employee Wizard
• Quick Employee
• Edit an Existing Employee
• Personal
• Employment
• Absence
• Cars/Fuel
• Banking
• Analysis
• History
• Terms

 Personnel Records

 Use Global Changes

 Enter Year to Date Values

 Set Up Pay Elements

 Process your Payroll Run

• Setting your Process Date
• Processing your Payments
• Printing Pre- Update Reports
• Emailing Payslips
• Updating Your Records

 Submissions

• Employer Alignment Submission (EAS)
• Full Payment Submission (FPS)
• Correcting Mistakes to the FPS

 Backup/Restore

• Backing up your Data
• Restoring Data

 Produce the P32

 Employment Payment Summary (EPS)

 NI Number Verification Requests (NVR)

 Set Up and Use Pension Schemes

 Rollback

 Company Loan Schemes

 Reset Payments

 Deal with New Starters

• If they bring a P45 with them
• If they don?€™t bring a P45 with them
• Enter P45 Information
• Entering the P45 Details after an employee has been paid
• Recoding P46 Information on Sage

 

Processing Casual Workers, Employees Paid Frequently & Students

 Use the Timesheet Entry

 Leavers

• Correcting Errors for Leavers

 Understand the Pay Review & Variable Settings

Record Holidays and Absences

• Company Settings
• National Holidays

Advance Holiday Pay

Click here to download our Course Outline

Sage Payroll Course Content

Enquire About This Course