Sage Payroll Level 1
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 P11s Step 3 - Print P32 for each individual month Step 4 - Print P14/P60s 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 |
NB - Software not compatible with macs
Customer Reviews
There are currently no reviews for this product. Be the first to review by clicking below!
Review this product...
