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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
Assumptions
Windows versions
Sage Payroll version and tax year
Avoiding the loss of data from a ‘live’ version of Sage Payroll
Working with Sage Payroll in a shared environment with multiple users
Course aims
Chapter 3 ~ Program Basics
Starting Sage Payroll
Logging on
Restoring data for the first time
The Restore Wizard
Backing up payroll data
Backing up your data
Summary ~ Program Basics
Chapter 4 ~ The Tree View & Criteria
The tree view
Showing all employees
Criteria
Resetting criteria
Summary ~ The Tree View & Criteria
Chapter 5 ~ 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
Summary ~ Global Changes
Chapter 6 ~ Pension Schemes
About pension schemes
Existing pension schemes
Adding a new pension scheme
Changing an employee’s pension scheme
Adding a new employee with a pension scheme
Pension scheme reports
Processing the payroll with pensions
Pre-update reports
Closing the tree view
Summary ~ Pension Schemes
Chapter 7 ~ 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
Summary ~ Departments & Employee Analysis
Chapter 8 ~
Holiday Schemes
About holiday schemes
Holiday funds
The holiday year start date
The Holidays dialog box
National holidays
Setting up holiday schemes
Holiday schemes - Details
Holiday schemes - Payments
Holiday schemes - Pattern
Adding holiday schemes
Scheme 5 - 21 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
Summary ~
Holiday Schemes
Chapter 9 ~ Advancing Pay & Paying
Holiday Funds
Advancing holiday pay
Entering payments
Paying from the holiday fund
Holiday pay that is not advanced
Entering payments
Paying accrued holidays and holiday fund on leaving
Summary ~ Advancing Pay & Paying
Holiday Funds
Chapter 10 ~ Statutory Sick Pay & Recording Other Absence
About Absence
Sage 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
Summary ~ Statutory Sick Pay & Recording Other Absence
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Chapter 11 ~ 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
Paying SMP
Paying only SMP
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
Summary ~ Statutory Maternity Pay & Other Statutory Payments
Chapter 12 ~ Company Cars
Taxation and company cars
Car benefit
Car fuel benefit charge
The Legislation Settings dialog box
Adding a new car
Class 1A NIC details
Keeping track of business trips
Summary ~ Company Cars
Chapter 13 ~ 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
Summary ~ Student Loans
Chapter 14 ~ Roll Back
What is Roll Back?
Complete a weekly payroll for two 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
Summary ~ Roll Back
Chapter 15 ~ Setting Passwords & Access Rights
Changing the Password
Setting a program password
Testing the program password
Removing program password protection
Setting up user names & access rights
Setting up users and limiting what they use in Sage Payroll
Testing the ADMIN user profile
Changing the personal password
Deleting user names
Setting up employee access levels
Summary ~ Setting Passwords & Access Rights
Chapter 16 ~ Contacts, Options & WebLinks
Contacts
Program options
WebLinks
Summary ~ Contacts, Options & WebLinks
Chapter 17 ~ Linking the Payroll to Accounts
About linking pay data
The Nominal Link Settings dialog box
Linking data
Breaking the nominal link
Summary ~ Linking the Payroll to Accounts
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