Sage Payroll - Introduction

Introduction

This one-day instructor led course covers the basic setup and operation of Sage Payroll, from basic payments to using the holiday and absence diary functions of payroll. The course also includes data security techniques and how to reverse your 'mistakes'. On completion of the course delegates should be comfortable with running their payroll system including the year-end process.

Each section of the course will provide an opportunity to explore the new subject area, followed by an exercise or activity to reinforce learning. All courses are highly interactive and we encourage all delegates to join in, to enhance their own learning process.

Pre-requisites

This course includes extensive practical work using a PC so delegates should be competent with a keyboard and mouse. Delegates should also be familiar with payroll terminology such as PAYE, P45, SSP, etc.

Course Content

Planning

• Moving onto a computerised payroll system
• Sage Familiarisation
• Checking PAYE, National Insurance tables
• Security features

Setup of Company Details

• Departmental Analysis
• Pay Elements: Payments & Deductions

Setup of Employee Records

• Record new/existing staff
• Entering Year to Date Values
• Handle Leavers and create P45 details

Payroll Processing

• Payroll cycle - what's best for you
• Entering Payments
• Printing Payslips and Reports
• Updating Year to Date figures
• Manual Holiday and SSP payments

Data Security

• Back up your data
• Multiple users on a system

Year End

• The year end routine - check your figures

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