Process your payroll
Description

With Sage Payroll, you have everything you need to process a payroll. From calculating pay, printing payslips and reports, and submitting your payroll to Revenue.

Cause
Resolution

Set Period

  1. Under Tasks, select Set Period. If you're prompted to Set up a payroll calendar, do this now.
     NOTE: Under Real Time Reporting (RTR), you must set your Pay Date to the day you pay your employees. Find out more in the article for Which date to use to process payroll.
  2. In the New period to process box, change the number to your next pay period.
  3. Check the dates and information are correct for the current period. If not, amend as required.
  4. Once all information is correct for the new period, click OK.

Edit Employees

If you have any new starters to create, or you need to make any amendments to existing employees, you must Edit Employees now.

  1. Click Edit Employees.
  2. Create, or make any relevant changes to your employees, and click Save.

 NOTE: If you have any leavers in the period, follow the article on how to Mark an employee as a leaver. 


Retrieve RPNs

In 2019, Revenue Payroll Notifications (RPNs) replaced P2C certificates. To ensure you have the most up to date information when you process your employees' pay you must retrieve RPNs every time you you payroll, after setting a new period and editing your employees.

Enter Time and Pay
  1. Click Enter Time and Pay.
  2. Under Entry mode, select Random then click Continue.

    There are a number of other entry modes you can use to process your employees' pay if you prefer.

  3. Next to the Employee box, click browse 

     and click the relevant employee.
  4. Enter the employee's pay values, then click Save.
  5. Repeat steps 3 and 4 for each employee you want to pay this period, then click Cancel.

View your Control Summary and Gross to Nett reports

Before you continue to the End of Period, it's recommended you view your Control Summary and Gross to Nett reports to make sure the figures you have entered are correct.

  1. Click View Control Summary.
  2. Click the appropriate button (Preview, Print, PDF) to view the report. Select Cancel, to close.
  3. Click View Gross to Nett.
  4. To view certain employees, you can enter a sequence from the drop down, and enter appropriate information in the From and To boxes. Example: To view employees 0001 - 0005, select the Sequence as Employee Code, and in the From box enter 0001, and in the To box enter 0005.
  5. Select the appropriate button (Preview, Print, PDF) to view the report. Select Cancel to close.

End of Period

Once you've entered your employees' pay, and run your reports to verify the figures, you're ready to finalise the payroll.

To update your employees' year to date values with the current period's values, you use the End Of Period (EOP) option.

  1. Click End of Period.
  2. When asked to post calculation results, click OK.

Send Payroll Submission

All employers must report payroll information to Revenue each time their employees are paid. You can do this in Sage Payroll with the Send Payroll Submission option.


View Payroll Submission Log

To check or review the previous submissions you've made to Revenue, you can do this using the view The Payroll Submission Log option.

The log shows you summaries of successful, pending or failed submissions, which you can filter by period date.


View/Print Payslips

Once you've ended the period, you can print your employees' payslips for the current period or Send payslips by email.


Create a bank transfer file

You can Generate a SEPA bank transfer file, which you can import directly into your banking software.


Optional tasks


Back up your payroll data

It's important that you regularly Back up your data each pay period. If your data becomes corrupt or unusable, you can restore back to an earlier period and recover your data.



[BCB:209:Limitless - Sage Payroll (Ireland) - Process Pay Run:ECB]






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