Understand the Employee Details screen

Summary

Review and update employee information in Sage 50 Payroll Ireland. The Employee Details screen stores all payroll information for each employee.

Description

Keep employee records accurate and up to date in Sage 50 Payroll Ireland. The Employee Details screen includes several tabs. Each tab controls a different part of the employee’s payroll record.

Personnel

Use the Personnel tab to enter general employee information, including:

Name
Address
Contact details
Bank details

Tax / PRSI / USC

Use the Tax / PRSI / USC tab to record the employee’s:

Tax Credit Certificate details
PAYE settings
PRSI class
USC settings

Pay / YTD

Use the Pay / YTD tab when adding an employee during the tax year. Enter year-to-date gross pay and deduction values so cumulative totals calculate correctly.

Working Patterns

Assign one or more working patterns to the employee. Working patterns help calculate holiday and absence correctly.

Holidays

Use the Holidays tab to set holiday rules specific to the employee. This includes entitlement and carry-over settings.

Absence

Use the Absence tab to define annual absence entitlements for the employee. This controls how the system tracks absence balances.

Payments

Use the Payments tab to specify payments that apply to the employee. These payments need to exist at the company level.

Deductions

Use the Deductions tab to specify deductions that apply to the employee. The available deductions depend on what you set up at the company level.

ETP (Earnings, Tax and PRSI)

Review and update payroll values for each processed period.

This tab shows:

Gross pay
PAYE
Employer PRSI
Employee PRSI
Universal Social Charge (USC)
PRSI class
Insurable weeks
Absence details

Use this ETP tab when correcting cumulative payroll values.

Split

The Split tab enables you to set up multiple pay methods for the employee. This allows you to split net pay across more than one bank account.

Costing

Define costing details for the employee. Use the Costing tab when allocating wages to departments or cost centres.

CSO

Use the CSO tab to enter the information required for:

Earnings, Hours and Employment Cost Survey
National Employment Survey

JLC

Use the JLC tab to turn on or off the JLC feature for the employee. Apply JLC settings where required.

User-Defined

You can use the User-Defined tab for Memo, Date and Value fields to store additional information. These fields help you record internal notes or custom values.

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