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Sage 50 Payroll
Introduction
1 or 2 Day Course depending on experience
Overview
This course is designed for anyone new to Sage Payroll as well as people who are using a small area of the software and need to expand their understanding. During the course the learner will practice their skills with skill reviews and exercises. A certificate of completion is issued at the end of the course.
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Important Information
Microsoft® Windows versions
Avoiding the loss of data from a ‘live’ version of Sage 50 Payroll
Working with Sage 50 Payroll as a single user
Working with Sage 50 Payroll in a shared environment with multiple users
Program Basics
Starting Sage 50 Payroll
The Startup Wizard
Logging on and opening the company file
The Sage Payroll Log On dialog box
Opening the company file
Entering your user name and password
The main program window
Modules, tasks, views & toolbars
Changing views, Choosing modules
Choosing tasks, Using the toolbar
Getting help
Exiting Sage 50 Payroll
Backing Up & Restoring Data
Restoring data for the first time
The Restore Wizard
Backing up for the first time
Back-up filenames
The Backup Wizard
Subsequent back-ups
Overwriting data
Dealing with back-ups generally
Restoring again
Payroll Basics
What makes up a payroll?
Tax codes
The K tax code
Week 1, Month 1
Month end
Reports
Licence limitations - number of employees, Service contract with The Sage Group plc
Links to an accounts program
Online filing with HMRC
Company Settings
The Company Settings dialog box
Details
Getting help
Entering details
Bank & Coinage, Absence
Analysis, Tax Funding
Statutory Funding
HMRC Payments
Documents
Government Legislation
The Legislation Settings dialog box
PAYE
Changing the PAYE details
NI Bands, NI Rates
SSP, SMP/SAP/SPP
Car Details, Student
Attachment of Earnings Rates
Minimum Wage
Introduction to Pension Schemes
Entering a pension scheme
Setting up pension scheme 1
Pension scheme details
Employee pension contributions
Employer pension contributions
Provider details
Pay Elements
The Pay Elements Settings dialog box
Adding a new payment type
Adding new deduction types
Loans, Attachments, Net Payments
Editing payment and deduction types
Adding Existing Employees
About adding existing employees
Adding employees using New Employee
Adding the first existing employee – Charles Massey
Adding the second existing employee – Anna Kidman
Adding the third existing employee – Mary Giles
Changing the status of Charles Massey to Director
Updating Year-To-Date values
When to enter YTD earnings and deductions
Adding Year-To-Date values
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Adding New Employees
About new employees
Adding new employees
P45 & P46
The Employee Wizard
Adding the first new employee with a P45
Adding the second new employee without a P45
P45 Information
Employee Records
Selecting records to view or edit
Finding employees in the Employee List
The Employee Record window
Viewing all records
Viewing selected records only
Employment Record window tabs
Personal details
Employment details
Absence details
Cars/Fuel details
Banking details
Analysis
History details
Terms
Documents
Editing Employee Records
Changing personal details
Adding job titles
Changing a tax code
Changing a rate of pay
About rates of pay
Applying a pay element
Applying a pension scheme
Changing the Director status
Employee reports
The Processing Date
The processing date
How to use the processing date with this course
Changing the processing date
Entering Payments (Month 10)
Show the Payroll Process Map
Changing the processing date
The Enter Payments window
Payments
Changing the rate of pay for a Fixed type pay element
Deductions, Attachments
Loans, SSP/KIT
Summary, Information, Notes
Checking and editing payments
Pre-Update Reports
The Reports window
The Payment Summary report
Printing the report
Printing payslips
Printing cheques
Cheque analysis
Figures for your accounts
Updating Records
About updating records
Updating records
The processing date
Select the employee records to update
The Update Records Wizard
New Employee Hourly Rate
Adding the new employee
Setting another rate of pay
Creating a new payment type
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Manual SSP Calculations
About SSP
SSP qualification
Sage 50 Payroll and SSP
Entering sick pay
Setting up Sage 50 Payroll for manual SSP calculations
Enter the payment details
Make up basic
Process, Update & Reset Payments (Month 11)
Tasks to complete
Checking and editing payments
Pre-update reports
Payment summary
Payslips
Printing cheques
Updating the records
Resetting payments
Using the Reset Payments Wizard
A New Employee Paid Weekly
Mixing employees who are paid weekly and monthly
Adding the new employee
Setting another rate of pay
Creating a new pay element using the Factor status
Process & Update (Week 50)
Processing the weekly paid employee
Checking and editing payments
An Employee Leaves
What to do when an employee leaves
Processing the last payment
Enter the payment details
Print the pre-update reports
Update the records
The Leaver Wizard
An ex-employee rejoins your company
Payment by BACS
About BACS
Entering bank details
Printing a BACS report
Process & Update (Week 51)
Processing the payroll – week 51
Process & Update (Month 12 & Week 52)
Processing the payroll
Enter Payments
Pre-update reports
Updating the records
Process the Payroll for week 52
More Reports & Historical Data
The Reports window
Employee reports
Company reports
Legislation reports
Historical data
Printing historical payslips
Historical summary
Year-End Procedures
Pre year-end tasks
Payments to HMRC
Payroll Year End
The Payroll Year End Wizard
Step 1 - Take a backup
Step 2 - Print and check P11’s
Step 3 - Print P32 for each individual month
Step 4 - Print P14/P60’s
Step 5 - Produce and Print P35
Step 6 - Reconcile reports
Step 7 - Take 2 backups
Step 8 - Internet Submission
Step 9 - Complete Year End
Step 10 - Take a backup
Step 11 - Distribute year end returns
Post year-end tasks
Upgrade your Payroll program for the new tax year
Update employee details
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Sage 50 Payroll
Intermediate
1 or 2 Day Course depending on experience
Overview
This course is designed for people who are already using the Sage 50 software and want to expand their understanding. During the course the learner will practice their skills with skill reviews and exercises. A certificate of completion is issued at the end of the course.
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Important Information
Assumptions
Windows versions
Sage 50 Payroll version and tax year
Avoiding the loss of data from a ‘live’ version of Sage 50 Payroll
Working with Sage 50 Payroll as a single user
Working with Sage 50 Payroll in a shared environment with multiple users
Working through the chapters
Legislation updates
Course aims
Program Basics
Starting Sage 50 Payroll
Logging on and opening the company file
The Sage Payroll Log On dialog box
Opening the company file
Entering your user name and password
Restoring data for the first time
Backing up payroll data
The Tree View & Criteria
The tree view
Showing all employees
Criteria, Resetting criteria
Global Changes
Global changes
Checking existing employee details
Globally changing tax codes
Increasing a tax code using a tax code suffix
Applying a pay increase to employees
Departments & Employee Analysis
What are departments?
Adding a new department
Moving employees to a department
Analysing costs by department
Cost centres
Employee analysis, Setting up an Employee Analysis field
Holiday Schemes
About holiday schemes
Holiday funds
The holiday year start date
The Holidays dialog box
National holidays
Setting up holiday schemes
Holiday schemes - Entitlement
Holiday schemes - Settings
Holiday schemes - Payments
Adding holiday schemes
Scheme 5 - 24 days for administration
Scheme 6 - 20 days for New Staff
Editing holiday schemes
Changing an Employee’s holiday scheme
Applying a holiday scheme to a new employee
Recording holidays
Removing absence days
Checking the holiday record
Changing holidays from booked to taken
Holiday scheme reports
Advancing Pay & Paying Holiday Funds
Advancing holiday pay
Updating the absence diary
Entering payments
Paying from the holiday fund
Holiday pay that is not advanced
Entering payments
Paying accrued holidays and holiday fund on leaving
Update the payroll
Check the Employee Status
Set the Leaver status
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Batch Timesheet Entry
Entering batch timesheets
Entering hours for the weekly paid employees
Summary ~ Batch Timesheet Entry
Student Loans
Repayments of student loans
Stopping repayments
Student loan thresholds
Setting up employees for student loan repayments
Adding a new employee with a student loan
Checking the student loan repayment start date
Applying student loan details to an existing employee
Entering payments and deducting student loan repayments
Recording student loan repayments
Stopping student loan repayments
Update the payroll and reset the payments
Statutory Maternity Pay & Other Statutory Payments
Statutory Maternity Pay
SMP Rates
The Statutory Maternity Pay dialog box, Updating the absence diary
Entering Statutory Maternity details
Updating the absence diary automatically
Paying SMP, Paying only SMP
KIT days, Paying SMP and MakeUpBasic
Employees who are not paid weekly
Updating the records
When the employee returns to work
Statutory Adoption Pay (SAP)
Statutory Paternity Pay (SPP)
Reclaiming Statutory Payments
Roll Back
What is Roll Back?
Complete a weekly payroll for two employees
Check the records for remaining weekly paid employees
Run the pre-update reports
Update the records
Rolling the payroll back to a previous processing period
Using the Roll Back Employee Wizard
Changing the payroll records
Change an employee tax code and week 1/month 1 status
Process the payroll with correct figures
Statutory Sick Pay & Recording Other Absence
About Absence
Sage 50 Payroll and SSP
The Absence Company Settings
SSP/Holiday Working Patterns
Custom absences
SSP qualification
SSP Rates
Recording sick leave
The qualifying pattern
Using the Diary Entry button
Recording other leave
Custom absence
Paying SSP
SSP 1 ~ Paying a proportion of a salary only
SSP 2 ~ Make up basic
Absence reports
Reclaiming SSP from HMRC
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Advancing Pay & Paying Holiday Funds
Advancing holiday pay
Updating the absence diary
Entering payments
Paying from the holiday fund
Holiday pay that is not advanced
Entering payments
Paying accrued holidays and holiday fund on leaving
Update the payroll
Check the Employee Status
Set the Leaver status
Batch Timesheet Entry
Entering batch timesheets
Entering hours for the weekly paid employees
Summary ~ Batch Timesheet Entry
Student Loans
Repayments of student loans
Stopping repayments
Student loan thresholds
Setting up employees for student loan repayments
Adding a new employee with a student loan
Checking the student loan repayment start date
Applying student loan details to an existing employee
Entering payments and deducting student loan repayments
Recording student loan repayments
Stopping student loan repayments
Update the payroll and reset the payments
Statutory Maternity Pay & Other Statutory Payments
Statutory Maternity Pay
SMP Rates
The Statutory Maternity Pay dialog box, Updating the absence diary
Entering Statutory Maternity details
Updating the absence diary automatically
Paying SMP, Paying only SMP
KIT days, Paying SMP and MakeUpBasic
Employees who are not paid weekly
Updating the records
When the employee returns to work
Statutory Adoption Pay (SAP)
Statutory Paternity Pay (SPP)
Reclaiming Statutory Payments
Roll Back
What is Roll Back?
Complete a weekly payroll for two employees
Check the records for remaining weekly paid employees
Run the pre-update reports
Update the records
Rolling the payroll back to a previous processing period
Using the Roll Back Employee Wizard
Changing the payroll records
Change an employee tax code and week 1/month 1 status
Process the payroll with correct figures
Statutory Sick Pay & Recording Other Absence
About Absence
Sage 50 Payroll and SSP
The Absence Company Settings
SSP/Holiday Working Patterns
Custom absences
SSP qualification
SSP Rates
Recording sick leave
The qualifying pattern
Using the Diary Entry button
Recording other leave
Custom absence
Paying SSP
SSP 1 ~ Paying a proportion of a salary only
SSP 2 ~ Make up basic
Absence reports
Reclaiming SSP from HMRC
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