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Use the information in the table to help you complete the tasks needed to pay your employees and update their records. Steps marked with an asterisk (*) must be completed before you can save the information.
Tip: You can print this information so you can mark off the tasks as you complete them?
| Step | Description | |
|---|---|---|
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1* |
Check that the process date is set to the date you're paying your employees. |
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How? Click Payroll > Change Process Date. Need more help? See Checking your processing date. |
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2 |
You can clear the previous payment information from the Enter Payments window. |
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How? Select the relevant employees > Payroll > Reset Payments. Need more help? See Reset payments. |
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3 |
Before paying your employees it's a good idea to run a check on the information in your software to highlight anything unusual or inconsistent. |
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How? From the toolbar > Health Check. Need more help? See Checking information in your software. |
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4* |
Enter your employee payments for this pay period. |
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How? Select the employees you want to pay > Payroll > Enter Payments. Need more help? See Paying employees. |
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5* |
Produce your payslips and any other pre-update reports you require. |
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How? Select the employees to appear on the report > Payroll > Pre-update Reports. Need more help? See Using Reports. |
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6* |
Back up your payroll data before updating your records. If you discover something has gone wrong, you can restore this data. |
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How? File > Backup > follow the steps in the Backup Wizard. Need more help? See Backing up your payroll information. |
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7* |
Update the records in your software when you have finished entering all of your employees' pay details for the current payroll period, and checked all payments and reports for accuracy |
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How? Select the relevant employees > Payroll > Update Records. Need more help? See Updating records. |
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8 |
Post the salary details from your software directly to Sage Accounts or to a file. |
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9 |
Use the e-Banking option to create payment files that can be used by your online banking service to make payments electronically. |
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How? See An introduction to e-Banking. |
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10* |
Print the P32 report at the end of the tax month so you can see the payments due to HMRC. |
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How? From toolbar > Reports. Need more help, see Producing post-update reports. |
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11 |
Process records for any employees who have left your employment during this pay period. |
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How? See Dealing with employees who leave. |
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Need more help? The Ask Sage online database is available to Sage Cover members. |
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If you have any feedback about this topic, we'd love to hear from you.
If you have Sage Cover and you have a general support query, you can get in touch at https://my.sage.co.uk/contact-us/
If you don't have Sage Cover, you can find out more about it here.
