Sage Payroll

We offer Sage training on a private course basis. Private Sage training is tailored to meet your own needs and can be delivered using a backup of your own Sage system, this ensures that the training is relevant to your own organisation.

Training can be delivered using our tutor-led virtual classroom option or we can come to your site. Please contact us for a quote.

This course is aimed at those who need to process Payroll on a Sage 50 system. It will give you all of the information necessary to set up Sage 50 Payroll to suit your business, and to process day to day transactions including:

making payments, deducting PAYE and NI, processing attachments, student loans and statutory payments. It will also cover calculating how much you need to pay to HMRC each month, and submitting information to HMRC as and when required. This 2 Day course also covers calculating and recording holidays and pensions in detail, as well as further options including timesheet entry, nominal link to Sage Accounts, loans, statement of employment & personnel information.

Course Prerequisites

• • As Sage Payroll calculates all statutory deductions such as PAYE, NI, and student loan repayments, it is not necessary to have a full knowledge of Payroll legislation, however some understanding of the basic principles of PAYE and NI would be an advantage.
  • This course assumes basic knowledge of computer use – using a keyboard and mouse, left and right clicks, basic knowledge of Windows etc.

Course Objectives

• • Set up Sage Payroll for your company – payment types and rates, holiday schemes, pension schemes.
  • Set up employees and assign the correct payments, deductions, holidays, and pensions to them.
  • Process day to day Payroll, print payslips and other relevant payroll reports.
  • Process statutory payments including SSP, SMP & SPP

Included with this course

• • Lunch and refreshments when training is delivered at our training venues
  • Comprehensive course materials and exercises

Sage Payroll Course Content

• General Navigation

  Finding your way around the Sage Payroll Interface
  

• Company Settings

  Setting up General information at a company level
  

• Pay Elements

  Setting up standard payment types
  Pre and Post tax payments
  Pre and Post Tax deductions

• Setting up an employee

  New Employee / Employee Wizard
  The Employee Record
  Assigning payments and deductions to employees

• General Processing

  Process Date
  Reset Payments
  Timesheet entry
  Enter Payments
  Pre-Update Reports
  Update Records
  Nominal Link (sending information to Sage Accounts or to a CSV file)

• RTI & E-Submissions

  E-submission settings (to enable RTI submissions direct from Sage Payroll)
  Submitting RTI information to HMRC

• Common Statutory Payments

  Statutory Sick Pay
  Maternity and Paternity Pay
  Make up Basic

• Pensions

  Setting up a pension scheme
  Assigning pensions schemes to employees
  ‘Manual’ pension schemes

• ADDITIONAL MODULES AVAILABLE FOR PRIVATE TRAINING

  NULL

• Holiday Schemes

  Company Holiday Schemes
  Assigning schemes to employees
  Advance holiday pay

• Additional Payments and Deductions

  Net Payments
  Factored Payments
  Attachment of Earnings Orders
  Student Loans
  Employee Loans

• Further Employee Information

  Statements of Employment
  Personnel Information
  Employment History

• Advanced General Information

  Security and access rights
  Historical Data & Reports

• Data Integrity and Error corrections

  Health Check
  Backup
  Restore & Recover
  Rollback