Set up Central Statistics Office (CSO) reporting
Description

If the Central Statistics Office (CSO) has selected your company for participation in their surveys, you should activate the CSO reporting feature immediately and enter the relevant settings for your employees and company payments. If possible, you should do this at the beginning of the tax year. However, you can also enter CSO settings mid year.

Cause
Resolution

1. Enable CSO reporting

  1. In the navigation pane's Sage Payroll view, click the Change Main Company/Payroll Details icon.  Alternatively, select the Company/Payroll - Company/Payroll Details menu option.
  2. In the Company Details window, open the CSO tab.
  3. Select the Use CSO Reporting Feature checkbox.
  4. Type the company's CSO CBR number.
  5. Click OK.

Sage Payroll's CSO Reporting feature is now enabled.


2. Set up your payments for CSO reporting

All payments must be set up for CSO reporting.

  1. Company/Payroll > Payments.
  2. Select a payment that's subject to CSO reporting > Edit.
  3. CSO Statistical Reporting > EHECS Type > choose whether the payment is regular pay, overtime pay or irregular pay.
  4. NES Type > choose either Shift, Bonus or Commission > Save.
  5. Repeat steps 2 to 4 for each payment that's subject to CSO reporting.
  6. To close the company payments window, click Close.

3. Recording paid contracted hours

It is necessary to record an employee's paid contracted hours for CSO reporting purposes.

The employee's Pay Type determines how you do this.

  1. In the navigation pane's Employee view, click Employee Details.
  2. Open the relevant employee details record in the Employee Details window.
  3. Click the Pay/YTD tab.
    • If the employee's pay type is Salary, the Contracted Hours on the CSO tab will be transferred into the Contract Hrs column in the CSO History for that period.

      If a salary-paid employee had a Std Hours value in the Payments tab in Sage Payroll v10.1, this was transferred to the Contracted Hours field in the CSO tab when your payroll schema updated to v10.2. This Contracted Hours value is now recorded as the CSO History's Contracted Hours in the period.


    • If the employee's pay type is Hourly, the value that is recorded as the pay period CSO History's Contracted Hours is equal to the total of all Hourly payments with the CSO type Regular that are processed in the pay period.

      Std Hours in this case refers to the number of Regular hours the employee normally works. It appears as the number of hours in the first hourly payment on the employee's time and pay information.

      If an hourly-paid employee has a Std Hours value set in the Payments tab, this is automatically reflected in the Contracted Hours field in the CSO tab. A change in one of these is always reflected in the other.

  4. Set the Pay Type.

4. Recording Holiday, Absence and Other Hours

You need to record Paid Hours Not Worked for CSO reporting purposes. This can be done using the Holiday and Absence Tracking feature.

In order to do this, you need to set an Hours per Working Day value in the Employee Details window's CSO tab.

  1. In the navigation pane's Employee view, click Employee Details.
  2. Open the relevant employee details record in the Employee Details window.
  3. Click the CSO tab.
  4. If you are using the Holiday and Absence Tracking feature, set the Hours per Working Day value.

    You can also set the Hours per Working Day value in the Holidays tab. Changing the value in one tab also automatically changes it in the other.

    This value is required for CSO reporting only if you use the Holiday and Absence Tracking feature of this software.

  5. You may also need to set the Contracted Hours value.

5. Recording CSO information

You need to record occupation and employment data for each employee. This information can be changed in each pay period. The information is compiled in the Employee Details record period by period.

  1. In the navigation pane's Pay Run view, click the Edit Employees icon.

    Alternatively, select the Processing - Employee Details menu option.

  2. In the Employee Details window, open the CSO tab.
  3. In the Employment Information section of the tab specify the following information:
    • Select an occupation status by clicking the Browsebutton beside the Occupation Status field.
    • Select the employee's employment contract type in the Type of Employment Contract drop-down list.
    • In the Employment Basis drop-down list, select either Full Timeor Part Time.
    • In the CSO Occupation Category drop-down list, specify the employee's occupation category.
  4. You may be prompted by the system to fill in missing CSO details for previous pay periods. You can do this by typing directly in the cells in the CSO History pane.

    Alternatively, if the details you specified in the Employment Information section apply to ALL previous periods, click Fill Blank History to automatically fill in the CSO History pane.

  5. Click Saveto save the information you have specified for the employee.

Once this information is set up, the data required for the quarterly CSO Earnings Hours and Employment Costs survey and the National Employment Survey will be recorded in each pay period in the Employee Details window's CSO tab. The data is described in this table.


Next steps

Once you've set up your payrolls for CSO reporting, you can generate the following CSO survey reports:




[BCB:183:Oli Footer CB with feedback:ECB] [BCB:212:Limitless - Sage Payroll (Ireland) - Which Report To Run:ECB] 



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