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Date: 10/09/2010

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"Sage Payroll - Level 1"

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Inc P&P: £110.00

Training pack includes: Manual, 180 day trial licence, Exercise files and tutor support and standard completion certificate.Sage Payroll Beginners

Chapter 1 ~ Before You Start
Installation of Exercise Files
Default course folder for exercise files
Re-installing exercise files
Alternative installations for multi-user environments
Using personalised course folders
Using a diskette

Chapter 2 ~ Important Information
Microsoft® Windows versions
Avoiding the loss of data from a ‘live’ version of Sage Payroll
Working with Sage Payroll as a single user
Working with Sage Payroll in a shared environment with multiple users
Working through the chapters
Course aims

Chapter 3 ~ Program Basics
Starting Sage Payroll
The Startup Wizard
Logging on
The main program window
Modules, tasks, views & toolbars
Changing views
Choosing modules
Choosing tasks
Using the toolbar
Getting help
The Help Map
Exiting Sage Payroll
Summary ~ Program Basics

Chapter 4 ~ 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
Summary ~ Backing Up & Restoring Data

Chapter 5 ~ 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

Chapter 6 ~ Company Settings
The Company Settings dialog box
Details
Getting help
Entering details
Bank & Coinage
Absence
Analysis
Tax Funding
Statutory Funding
HMRC Payments
Documents
Summary ~ Company Settings

Chapter 7 ~ Government Legislation
The Legislation Settings dialog box
PAYE
Changing the PAYE details
NI Bands
NI Rates
SSP
SMP/SAP/SPP
Car Details
Student
Summary ~ Government Legislation

Chapter 8 ~ Pension Schemes
Entering a pension scheme
Setting up pension scheme 1
Pension scheme details
Employee pension contributions
Employer pension contributions
Provider details
Summary ~ Pension Schemes

Chapter 9 ~ Pay Elements
The Pay Elements Settings dialog box
Adding new payment types
Adding new deduction types
Loans
Attachments
Net Payments
Editing payment and deduction types
Summary ~ Pay Elements

Chapter 10 ~ 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
Summary ~ Adding Existing Employees

Chapter 11 ~ 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
Summary ~ Adding New Employees

Chapter 12 ~ 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
Documents
Summary ~ Employee Records

Chapter 13 ~ Editing Employee Records
Changing personal details
Changing a tax code
Changing a rate of pay
About rates of pay
Applying a pension scheme
Changing the Director status
Employee reports
Summary ~ Editing Employee Records

Chapter 14 ~ The Processing Date
The processing date
How to use the processing date with this course
Changing the processing date
Summary ~ The Processing Date

Chapter 15 ~ 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
Tax Credits
Loans
SSP
Summary
Information
Checking and editing payments
Summary ~ Entering Payments (Month 10)

Chapter 16 ~ Pre-Update Reports
The Reports window
The Payment Summary report
Printing the report
Printing payslips
Printing cheques
Cheque analysis
Figures for your accounts
Summary ~ Pre-Update Reports

Chapter 17 ~ Updating Records
About updating records
Updating records
The processing date
Select the employee records to update
The Update Records Wizard
Summary ~ Updating Records

Chapter 18 ~ New Employee Hourly Rate
Adding the new employee
Setting another rate of pay
Creating a new payment type

Chapter 19 ~ Manual SSP Calculations
About SSP
SSP qualification
Sage Payroll and SSP
Entering sick pay
Setting up Sage Payroll for manual SSP calculations
Enter the payment details
Make up basic
Summary ~ Manual SSP Calculations

Chapter 20 ~ Process, Update & Reset Payments (Month 11)
Tasks to complete
Checking and editing payments
Pre-update reports
Payment summary
Payslips
Printing cheques
Cheque analysis
Updating the records
Resetting payments
Using the Reset Payments Wizard
Summary ~ Process, Update & Reset Payments (Month 11)

Chapter 21 ~ 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
Summary ~ A New Employee Paid Weekly

Chapter 22 ~ Process & Update (Week 50)
Processing the weekly paid employee
Checking and editing payments
Tax refunds
Pre-update reports
Updating the records
Summary ~ Process & Update (Week 50)

Chapter 23 ~ 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
Summary ~ An Employee Leaves

Chapter 24 ~ Payment by BACS
About BACS
Entering bank details
Printing a BACS report
Summary ~ Payment by BACS

Chapter 25 ~ Process & Update (Week 51)
Processing the payroll
Enter Payments
Pre-update reports
Updating the records

Chapter 26 ~ Process & Update (Month 12 & Week 52)
Processing the payroll
Enter Payments
Pre-update reports
Back up the data
Updating the records
Summary ~ Process & Update (Month 12 & Week 52)

Chapter 27 ~ More Reports & Historical Data
The Reports window
Employee reports
Company reports
Legislation reports
Historical data
Printing historical payslips
Historical summary
Summary ~ More Reports & Historical Data

Chapter 28 ~ 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
Summary ~ Year-End Procedures
Appendix A ~ The Startup Wizard

Inc P&P: £110.00