Sage 50 Payroll Diploma Level 3

Course Curriculum:

Sage 50 Payroll for Beginners

Module 1: Payroll Basics – Setting up payroll, tax codes, month end, reports, keeping records, licence limitations and links to an accounts program

Module 2: Company Settings – Details, bank & coinage, absence, analysis, tax funding, statutory funding, HMRC payments, documents

Module 3: Legislation Settings – Legislation setting dialog box, PAYE, NI bands & rates, SSP, SMP/SAP/SPP/ShPP, car details, student, AEO rates, minimum wage, childcare, automatic enrolment

Module 4: Pension Scheme Basics – Pensions schemes dialog box, setting up pension scheme, pensions regulator website and the sage 50 payroll pensions module

Module 5: Pay Elements – Pay elements settings dialog box, managing payment and deduction types, loans, net payments, salary sacrifice

Module 6: The Processing Date – Changing the processing date

Module 7: Adding Existing Employees – Using quick employee, adding multiple employees, changing their status, updating year-to-date values

Module 8: Adding New Employees –Adding new employees in a variety of ways

Module 9: Payroll Processing Basics – Payroll process view, change processing dates

Module 10: Entering Payments – Entering payment window, checking and editing payments

Module 11: Pre-Update Reports – Employer costs report, payslips, BACS payments reports, figures for accounts

Module 12: Updating Records – Updating records, period end P32 report

Module 13: e-Submissions Basics – e-submissions settings, EAS, FPS, EPS

Module 14: Process Payroll (November) – Entering payments, pre-update reports, updating records, P32 reports, full payment submission

Module 15: Employee Records and Reports – Using employee record window, tabs and to find employee and their reports

Module 16: Editing Employee Records – Editing different records for employees, creating new factored pay elements, applying pay elements to employees

Module 17: Process Payroll (December) – Processing the payroll, entering payments, pre-update reports, updating records, P32 report and Full payment submission

Module 18: Resetting Payments – Introduction to reset payments wizard

Module 19: Quick SSP – Processing the payroll with SSP, entering payments, pre-update reports, updating records, P32 report and full payment submission

Module 20: An Employee Leaves – Entering payments, updating records, lever wizard, P32 report, full payment submission, rejoining employees

Module 21: Final Payroll Run – Entering payments, pre-update reports, updating records, P32 report, full payment submissions

Module 22: Reports and Historical Data – Reports window, employee, company, legislation and historical reports, historical data settings, printing historical payslips and history report by employee

Module 23: Year-End Procedures – Year end tasks, payroll year end wizard, post year-end tasks

Sage 50 Payroll Intermediate Level

Module 1: The Outline View and Criteria – View by department and payment method, payment period and payment method, and resetting criteria

Module 2: Global Changes – See the affects of global changes to pay period and pay method, tax codes, and pay rates

Module 3: Timesheets – Using and resetting timesheets, processing payroll and changing process dates

Module 4: Departments and Analysis – Focus on managing new and old departments and their employees, analysis in different platforms

Module 5: Holiday Schemes – Reviewing holiday schemes, adding new ones, arranging national holidays and managing employee holiday schemes

Module 6: Recording Holidays – Recoding holidays, removing absence days, checking holiday records, holiday scheme reports

Module 7: Absence Reasons – Customize absence reasons, recording absence, different examples, reducing pay for unauthorised absence and absence reports

Module 8: Statutory Sick Pay – Working with patterns and absence year, SSP qualifications, rates, reports, and utilizing quick SSP dialog box

Module 9: Statutory Maternity Pay – SMP rates, payment, managing maternity details, processing payroll, other parental leave, changing the processing date and more

Module 10: Student Loans – Setting up and processing student loan repayments for employees

Module 11: Company Cars – Adding new cars, keeping track of business trips, processing payroll, car reports and taxation

Module 12: Workplace Pensions – Payroll pension module, automatic enrolment, reviewing pension scheme details, reports and more

Module 13: Holiday Funds – Managing holiday fund payments, processing payroll, paying out from the holiday fund, holiday fund reports and more

Module 14: Roll Back – Mistakes and payroll processing, roll back the payroll for selected employees, correcting mistakes and processing required change

Module 15: Passwords and Access Rights –Setting up passwords, new users, testing admin profile, changing personal password, deleting user accounts

Module 16: Options and Links – Contacts, program options, WebLinks

Module 17: Linking Payroll to Accounts – Nominal link setting dialog box, linking data

Assessment and Certification

At the end of the course, you will be required to sit an online multiple-choice test. Your test will be assessed automatically and immediately so that you will instantly know whether you have been successful. After you have successfully passed the final exam, you will be able to order an Accredited Certificate of Achievement at an additional cost of £19 for a PDF copy and £29 for an original print copy sent to you by post or for both £39.