Copyright ©Osborne Training 50
Copyright ©Osborne Training Click Save/Next You will see now the payment information of Lucia Connoly Add information as shown below Click on Add Payment button and add both commissions 51
Copyright ©Osborne Training Click Save Enter information as shown below 52
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Copyright ©Osborne Training Click Save/Next Now you will see information of Christopher Walsh Click on Employee Icon to bring the employee’s records Go to Employment Tab and Change the Tax Code 54
Copyright ©Osborne Training Click Save>Close It will bring you back to the Enter Payments screen 55
Copyright ©Osborne Training Click on Add Payment to add the commissions 56
Copyright ©Osborne Training Click Save Enter payment information as shown below Match the Summary 57
Copyright ©Osborne Training There is a Tax Refund of £299 due to overpaid tax previously through BR Tax Code. Click Save/Next Now you will see information of Ewa Kourilova Add Information as shown below Please note, both salary and overtime increased by 1% 58
Copyright ©Osborne Training Match the Summary 59
Copyright ©Osborne Training Click Save/Next 3. Pre-update Reports Ensure you still Highlight all the employees Click on Pre-Update reports For Payroll Summaries, Summary>Payment Summary (Part 1) Landscape and Summary>Payment Summary (Part 2) Landscape 60
Copyright ©Osborne Training For Payslips, Choose Laser and the template with Loans 61
Copyright ©Osborne Training 4. Update Records: Click on Update Records (please ensure, you still highlighted the employees you are paying in this payment run). Click No Then Click Yes>Next>Finish This Payment Run is Updated 62
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Copyright ©Osborne Training 5. E-Submission Process E-submission similar to Task 3 End of Task 4 Task 5 1. Change the processing date to 28/09/2015. (From Payroll module, Click on Change Processing Date 65
Copyright ©Osborne Training 2. Enter Payments: Highlight all employees and click on Enter Payments under Tasks within Payroll module a new window will appear with payment information for Peter Lewis. Click on Add Payment button and in the Pay Element window, on the first column choose New 66
Copyright ©Osborne Training Choose Net Payment and add information as below 67
Copyright ©Osborne Training Click OK>Save. The Enter Payments screen should look as below 68
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Copyright ©Osborne Training Click Save/Next You should see Payment information of Lucia Connoly, Enter as shown below Then go to SSP?Parental leave Tab and Click on Recording SSP 70
Copyright ©Osborne Training Enter Information as shown below, enter the dates and click on calculate entitlement, it should show you £35.38 of entitlement. 71
Copyright ©Osborne Training Click on Save>Close. The Summary tab should appear as below 72
Copyright ©Osborne Training Click Save/Next, you should see payment information of Christopher Walsh, update as below 73
Copyright ©Osborne Training Then go to Deductions tab and update as below 74
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Copyright ©Osborne Training Summary tab should look as below Click Save/Next, you should see payment information of Ewa Kourilova, Click on Employee icon on the top to edit records of her. 76
Copyright ©Osborne Training Update information as below 77
Copyright ©Osborne Training Go to employment tab and update information as below 78
Copyright ©Osborne Training Click on Salary Button and add information as below Click Save>Save>Close. The Payment tab and Summary Tab should look as below 79
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Copyright ©Osborne Training Click Save/Next and close the window. 3. Pre-Update Reports Ensure you still Highlight all the employees Click on Pre-Update reports under Tasks For Payroll Summaries, Summary>Payment Summary (Part 1) Landscape and Summary>Payment Summary (Part 2) Landscape For Payslips, Choose Laser and the template with Loans For other reports, click on Reports Icon on the top Then Employee> Employee Details (personal) (double click)/ Employee Contracted hours for RTI Employee Details Loans report, Employee> Employee Details – Loan 4. Update Records Click on Update Records>click no for checking internet update, click yes on the screen below Click Next>Next and Finish 81
Copyright ©Osborne Training And you should see the confirmation window as below, click OK. Then clear all the highlighting and go to Christopher Walsh’s account Go To employment tab and click on Leaver button 82
Copyright ©Osborne Training Click Next 83
Copyright ©Osborne Training Update as below and click preview. You can see the P45, click Finish once done, the employee is now a leaver. 84
Copyright ©Osborne Training 5. E-Submissions As statutory payment has been made, you need to submit Full Payment Submission(FPS) and Employer Payment Summary (EPS) As FPS was discussed before, we will only look at EPS Go to e-Submissions module and click on Employer Payment Summary under Tasks, you will see a new window, follow as shown below 85
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Copyright ©Osborne Training Click Finish and you will see a new window, follow as shown below 87
Copyright ©Osborne Training Click on Submit. That’s the end of EPS. 88
Copyright ©Osborne Training THE END 89
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