Sage Payroll Level 2 – Workbook Solutions Copyright ©Osborne Training Marcell Recruitment Agency
Copyright ©Osborne Training Sage Payroll Level 2 – Workbook Solutions Marcell Recruitment Agency Contents Task 1 ...................................................................................................................................................... 1 Task 2 .................................................................................................................................................... 16 Peter Lewis ........................................................................................................................................ 16 Lucia Connoly .................................................................................................................................... 18 Christopher Walsh ............................................................................................................................ 20 Ewa Kourilova.................................................................................................................................... 22 Task 3 .................................................................................................................................................... 26 Task 4 .................................................................................................................................................... 43 Task 5 .................................................................................................................................................... 65 Task 1 1. File > New Company 1
Copyright ©Osborne Training 2. Choose The first Option and fill out the company details 2
Copyright ©Osborne Training 3. Click Next > Finish 4. Choose The Processing Date as the next Payment date and Click Ok 3
Copyright ©Osborne Training 5. Go to Company Module, Click on Settings to enter further information, tick the box for Small Employer’s Relief 4
Copyright ©Osborne Training 6. Add the Bank Details 7. If you want to check the Tax and Ni rates you may click on Legislation link. Normally, it is updated automatically 5
Copyright ©Osborne Training 8. You can create various pay elements for payments and deductions. Click on Pay elements, on the new window, click on New under Deductions Tab 6
Copyright ©Osborne Training Enter information for various deductions, ensure you set it up exactly as in the screenshots below HMRC Approved Charity Scheme Savings Scheme 7
Copyright ©Osborne Training Commissions Now Under Payments Tab create new pay elements for Commissions One for Permanent Employee placement and another for Temporary Employee placement 8
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Copyright ©Osborne Training 9. Create the Pension Scheme Click on Pension Schemes on the left under the Tasks, a new window will appear Click on New to create a new Pension scheme Enter data according to the screenshots 10
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Copyright ©Osborne Training Click Ok and Close to complete the Pension setup 12
Copyright ©Osborne Training 10. E-submission Settings To send data to HMRC you must complete the e-submission settings Click on E-Submission module and click on e-Submission Settings Enter Data according to the screenshots below and when done, Save and Close. 13
Copyright ©Osborne Training 11. Reporting To generate Reports Click on Reports icon on the top of the window, then Legislation>Tax Bandwiths & Rates (double click) 14
Copyright ©Osborne Training Click on Export if you want to save the document as a pdf or other electronic format. For NI Rates for Tax Year 2015/2016 report, Legislation>NI Rates 15
Copyright ©Osborne Training For Company Details Report , Company>Company Details End of Task 1 Task 2 Peter Lewis 1. To enter employees, go to Employee Module and click on Quick employee on the left under Tasks 2. Add employee information for the first employee 3. Click on Save&Clear and Close 4. From The Employee List, Double Click on the employee name and got to Employment Tab and update information according to the screenshot 16
Copyright ©Osborne Training 5. Click on Salary button to add the hours 17
Copyright ©Osborne Training Then Save>Save>Close 6. Do the same process for other employees Lucia Connoly 18
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Copyright ©Osborne Training Christopher Walsh 20
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Copyright ©Osborne Training Ewa Kourilova 22
Copyright ©Osborne Training Then Click on Pay elements Button under the Employment Tab to create an Overtime Payment 23
Copyright ©Osborne Training Click on New>Payment 24
Copyright ©Osborne Training Then Save>Save>Close 25
Copyright ©Osborne Training 7. To generate Reports Click on Reports icon on the top of the window, then Employee> Employee Details (personal) (double click)/ Employee Contracted hours for RTI Then Company>Pension Schemes Please ensure you do not highlight any employees while generating the reports. End of Task 2 Task 3 1. Go to Christopher Walsh’s Account, under employment tab click on Pay elements button 26
Copyright ©Osborne Training Go to deductions tab, allocate the HMRC Charity Scheme 27
Copyright ©Osborne Training Then Save. Then Go to Pensions Tab and click on Manage Schemes Then Click on Add the Stakeholder pension as below 28
Copyright ©Osborne Training Click Ok>Close>Save>Close 2. Go to Payroll Module, highlight all employees and click on Enter payments from left under Tasks 29
Copyright ©Osborne Training Click No The payment calculation should appear as below for Peter Lewis 30
Copyright ©Osborne Training If you are happy with that, click on Save/Next 31
Copyright ©Osborne Training The payment calculation should appear as below for Lucia Connoly 32
Copyright ©Osborne Training The payment calculation should appear as below for Christopher Walsh The payment calculation should appear as below for Ewa Kourilova 33
Copyright ©Osborne Training 3. Click on Pre-update reports to generate reports relevant to this payment run. Choose under Payslips>Laser then any format you like. 34
Copyright ©Osborne Training For Cheque Analysis, in the same window Analysis>Cheque Analysis 35
Copyright ©Osborne Training For Payroll Summaries, Summary>Payment Summary (Part 1) Landscape and Summary>Payment Summary (Part 2) Landscape 36
Copyright ©Osborne Training 4. Click on Update Records (please ensure, you still highlighted the employees you are paying in this payment run). Click No Then Yes 37
Copyright ©Osborne Training Click Next 38
Copyright ©Osborne Training Next and Finish This is the confirmation window 39
Copyright ©Osborne Training Click OK The payment run is completed, now you can send it to HMRC through FPS(Full Payment Submission) 5. Go to e-Submission Module, click on Full Payment Submission 40
Copyright ©Osborne Training Click OK > Continue>Submit 41
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Copyright ©Osborne Training You will see the window below, as it is for testing purpose, so nothing will be sent to HMRC. But in real life, in this window, it will say submission is successful and it will generate a reference number for the submission. End of Task 3 Task 4 1. Change the processing date to 28/08/2015. (From Payroll module, Click on Change Processing Date 43
Copyright ©Osborne Training Total salary of workers placed Permanent Temporary Lucia Connoly £6,200 £5,126 Christopher Walsh £7,570 £6,170 2. Highlight all employees and click on enter payments, first you will see Peter Lewis 44
Copyright ©Osborne Training Click on Employee Icon within this window, a new window will pop up where you can add/adjust records. 45
Copyright ©Osborne Training Go to Employment tab Then click on Pay Elements and then go to Loans tab 46
Copyright ©Osborne Training Click on the first row and choose New. Add Information as shown below 47
Copyright ©Osborne Training Click OK Then Go to Attachment of Earnings Orders Tab On the first row and First column, choose Deductions Of Earnings Order as given below 48
Copyright ©Osborne Training Then Press Save>Save>Close It will bring you back to the Enter Payments screen, add informtion as below for salary 49
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