The purpose of Payroll Input/Input is to make all the necessary additions and deductions to the "basic" salary or wage that was set within
Payroll Input/Edit/(Create) . These may be transitory adjustments such as overtime , travel expenses and "IOU's" or they could possibly be more enduring adjustments such as
Tax Credit, loan repayment and SMP.
If you select Monthly Payroll/Input/Input:
you will see the following screen:
Note that the title states
Processing M1 2004
The weekly and monthly payrolls contain "non-starters" and as there doesn't exist any
database entries from previous periods' "run-down" the programme deduces that the first
processing period must be period 1.
If you were to create and start your payroll from another period then the programme checks that all
the employees are "starters" and then requests you to enter the period number.
Therefore, the only occasion when you will be asked to enter the period number is when you first start your
payroll and it solely consists of starters.
2.1.Overtime
Let's start putting in some data. Select Over-time
Give Janine Butcher 4 hrs overtime at double-time.
and Update Overtime.
Now select Calculate. ( It isn't necessary to select Calculate for correct payroll processing. It is there so that
you can get immediate feed-back on the results of your input .)
[ The Soap plc database has these 3 Overtime profiles . You can can change or add to these
if you prefer . See section on "Payment & Deduction Profiles" ]
2.2 Statutory Payments
Let's proceed to Statutory Payments
The programme allows for automatic calculation of SSP . If you want to erase the calculated figure and its attendant report then erase field and hit "Update Stat Payments".
The programme produces a payment schedule for SMP,SSP and SAP if the calculation option is chosen.
These facilities are still under development so the results should be verified by manual calculation or by using the calculator programme on the "employers paye cd" issued by the IR or by going to the Inland Revenue web site and using the online calculator.
If you pick up a problem please forward a stat pay problem report.
The year-end P14 and period P11's will pick up these figures .
[ The Soap plc database has these as "keep" payments. That is to say that if you enter a figure
for eg. SMP of £76.00 in period 2 then the following period will automatically have £76.00 in this
field. You can can change "keep" to "dismiss" if you prefer . See section on "Payment & Deduction
Profiles" ]
2.3 Payments
Now proceed to Payments
[ The Soap plc database has these as "dismissed" payments. That is to say that if you enter a figure
for eg. Mileage of £36.65 in period 2 then the following period will automatically have "0.00" in this
field. You can can change "dismiss" to "keep" if you prefer . See section on "Payment & Deduction
Profiles" ]
2.4: Deductions
Now proceed to Deductions.
"Student Loan" can be calculated automatically by entering "A" or alternatively manually by entering the amount to be deducted. If
you enter "A" you could then go back to Calculate to see the result of payroll processing. If there are insufficient earnings for a deduction to
be taken a message to that effect is sent to the error.log.
"Loans" is a "reducing" type of a "keep" deduction profile .See section on "Payment & Deduction
Profiles"
You enter the first
deduction for the employee for this category and the "balance".
Thus, if
the loan was for £100.00 and to be paid-off at £25.00 per month then the entry would
look like the following and the payslip would have the c/f balance ( ie., £75.00 ) printed.
The following month the screen would automatically read
Loans 25.00 Loans Balance 75.00
and no further input would be required.
Once the loan is totally paid-off this line reverts to "0.00"
You can at any period change both the "deduction" and/or the "balance".
2.5: Pensions
Now proceed to Pensions.
There are 4 fields to be completed.
Amount
: If it is a flat amount then enter accordingly. If however it is
a % then enter a number less than 1 eg., .09 or 0.09. to represent 9%.
-
lel
: This is the Annual lower earnings limit for a percentage based pension.
If you have set a CLEL(Company lel) then if this field is "skipped" the CLEL
will be used.
-
uel
: This is the Annual upper earnings limit for a percentage based pension.
If you have set a CUEL(Company lel) then if this field is "skipped" the CUEL
will be used.
Type
: STAKE COMP COSR APP. This is compulsory and the drop down selection enforces a consistency between the NI Code and the Pension Type.
2.6 Tax/NI Override
Now proceed to Tax NI Override.
Functions as expected. To give rebates enter negative figures.