Sage Instant Payroll

1 to 2 Day Course depending on experience

 

Overview

The skills and knowledge covered in this course are 

 

Target Audience

This course is primarily designed for people who 

 

Objectives

At the completion of this :

• understand

 

 Course Outline

Starting with Sage Instant Payroll Microsoft® Windows versions Avoiding the loss of data from a ‘live’ version of Sage Instant Payroll Working with Sage Instant Payroll as a single user Working with Sage Instant Payroll in a shared environment with multiple users Working through the chapters Course aims Program Basics Starting Sage Instant Payroll Instant Payroll Trial Registration Logging on The main program window The back, forward and home buttons Main program tabs Getting help Exiting Sage Instant Payroll Backing Up & Restoring Data Restoring data for the first time The Restore screen Backing up for the first time Back-up filenames The Backup screen Subsequent back-ups Overwriting data Dealing with back-ups generally Restoring again Payroll Basics What makes up a payroll? Service contract with The Sage Group plc Tax codes, The K tax code Week 1, Month 1 Month end, Reports Licence limitations - number of employees Links to an accounts program Online filing with HMRC Employer Details The Employer Details screen Employer Details Getting help, Entering details Bank Details Departments Adding two departments Government Legislation Keeping up-to-date with Government legislation The Legislation screen Viewing the tax bands Changing the PAYE tax bandwidth and rates details National Insurance bands and rates SSP - Statutory Sick Pay SMP/SAP/SPP - Statutory Maternity, Adoption & Paternity Pay Student loan rates Legislation reports Pension Schemes Entering a pension scheme Setting up pension scheme 1 Pension scheme details Pension scheme employee contributions Pension scheme employer contributions Editing a pension scheme Removing a pension scheme Adding Employees About adding employees Adding existing employees Adding your first ‘existing’ employee Year-to-date details for Mr Massey Adding a second ‘existing’ employee Adding new employees Adding a new employee with a P45 Adding a new employee with no P45 Deleting employees Employee Details The Existing Employees screen Choosing an employee Changing personal details Entering Mr Massey’s address, marital status and date of birth Changing Mr Massey’s tax code Changing Mr Massey’s department Changing personal details for the remaining employees Payment details Deduction details Applying the Stakeholder pension scheme to the remaining employees Absence details Changing the Default Rate of Pay Changing the default rate of pay Mr Massey ~ from £2300 to £2350 per month Ms Kidman ~ from £1855.00 to £2095.00 per month The Pay Date The pay date, How to use the pay date with this course Changing the pay date

Entering Payments (Month 10) The Maintain Employees’ Pay screen Adding an extra payment type Statutory payments Pension Checking and editing payments Tax refunds Printing Payroll Reports The Payroll Processing Reports screen The processing summary reports Printing the report Printing payslips Printing a single payslip for the current pay period Printing all the payslips for the current pay period Figures for your accounts Finishing the Payroll About finishing the payroll The Finish Payroll option Finishing the payroll for the monthly paid employees New Payment Types Adding the new employee Setting up new payment types Setting up new deductions Recording Holidays Recording holiday entitlements Using the Employer Diary Recording holidays in the Employer Diary Absence reports Checking the holiday entitlements Statutory Sick Pay Sage Instant Payroll and SSP About SSP SSP qualification SSP Rates Working patterns Recording sickness in the Employer Diary Updating the Employer Diary Entering sick pay Calculating SSP automatically Entering a manual SSP figure Paying an employee their normal full salary which includes SSP SSP reports The SSP Analysis report Reclaiming SSP from HMRC Statutory Maternity Pay & Other Statutory Payments Statutory Maternity Pay SMP Rates Setting up Statutory Maternity Pay Paying SMP Paying only SMP plus time worked prior to MPP When the employee returns to work Statutory Adoption Pay (SAP) Statutory Paternity Pay (SPP) Reclaiming statutory payments Processing the Payroll for Month 11 Tasks to complete Checking and editing payments Payroll reports, Processing summary Printing payslips Finish the payroll A New Employee Paid Weekly Mixing employees who are paid weekly and monthly Adding the new employee Setting the rates of pay for Mr Trender Selecting employees for payment Adding payments to the weekly paid employee Creating a new payment type Processing the Payroll for Week 49 Processing the weekly paid employee Checking and editing payments Printing the payroll processing reports Finishing the payroll

Advancing Pay Advancing holiday pay Entering payments Paying in advance Printing payroll processing reports Finishing the payroll Holiday pay that is not advanced Creating the Holiday Pay payment type Printing this payslip Making Payments by BACS About BACS Entering employee bank details Printing a BACS report 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 Completing the employee details Setting the student loan 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 Processing the Payroll for Month 12 & Week 52 Processing the payroll for month 12 Entering payments Printing payroll processing reports Printing payslips Finishing the payroll Processing the payroll for week 52 Printing the payroll processing reports Finishing the payroll An Employee Leaves What to do when an employee leaves The Make Employee a Leaver screen Viewing leaver details Reinstating a leaver Linking the Payroll to Accounts About linking pay data The Accounts Link screen Linking data Posting the data Setting a Password Setting a program password Testing the program password Removing program password protection More Reports & Historical Data Sage Instant Payroll reports Employee reports Employer reports Legislation reports Historical data Printing historical payslips Year-End Procedures Pre year-end tasks Payroll Year End 1 Balance your payments 2 Print payroll year end reports 3 Internet Submissions 4 Complete year end process Post year-end tasks Back up your post year end data Upgrade your Payroll program for the new tax year Update employee details

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