Payroll Operations And Procedures Manual
[Type text]Mamut Business SoftwareIntroductionPayroll Operations andProcedures Manual1
Payroll Operations and Procedures ManualPayroll Operations andProcedures ManualTable of ContentsTAC Payroll - Operations and Procedures Manual . 6Registration .6If you have purchased a PIN: .6Entering an upgrade PIN .8Closing the Software for the first time software for the first time .8Setting up a companyg up a company . 9General .9Tax, NI and Pension, . 11Payments . 14Calendar Calendar. 16Reports . 18File by Internet. 20GL Codes. 20Diivisions, Departments & GL Codes . 21Standard GL Codes . 23Additions and Deductions . 24Additions . 24Deductions . 26Applying Additions and Deductions . 27Pensions . 29Setting up an Employee . 31General . 31Personal. 33Tax and NI . 35Pay Method . 38Pay rates . 39Additions . 44Deductions . 45Attachment of Earnings Order . 46Pensions . 471
Payroll Operations and Procedures ManualDuplicate Employee Employee . 48Deleting an Employee . 48CIS – Construction Industry Scheme . 49CIS Employee Setup . 49Verify CIS Details . 52Brought Forward Details . 55Transfer Employee. 57Absence Recording . 58Recording Holiday . 62Bulk Amendments . 63Holiday Maintenance . 63Bulk Pay Adjustments . 64Main Screen Overview . 68Employee Explorer . 68Display Preferences . 70Searching. 72Payroll and Calculator Mode . 72Shortcuts . 73Payroll Processing . 74Processing by Company . 75Processing by Division/Department/Location . 76Processing an Individual Employee . 77Payroll Processing Screen Overview . 78Performing a Calculation . 81Multi Period Processing . 82Refunding Ni Contributions . 82Pay period Additions and Deductions . 84AEO Information . 85Pay Period Absence Recording . 86Pay Period Pensions . 88Processing Holiday Pay in Advance. 89Net to Gross Calculation . 90Back Processing an Employee . 90Reports . 92Reports by Company . 92Reports by Employee . 93Reports Options . 93Printing Payslips . 95Emailing Payslips . 97Installing eDocPrinter . 97Installing ClickYes . 98E-mailing all employees payslips to a company . 98Emailing Payslips to individual Employees. 99Previewing Reports . 1002
Payroll Operations and Procedures ManualExporting Reports . 101Addition/Deductions Report Options . 102HMRC Payment. 103QTAC Payroll Assistant . 104Making a Calculation . 105Calculator File Operations. 106Net to Gross Calculations. 107P45 Checker . 108End of Year Totals . 109Funding Deductions & Payments . 109File by internet (FBI) . 111Preparing Payroll Manager for File by Internet. 111Sending a Single Part FBI Submission . 112Sending a Multi Part FBI SubmissionMulti Part FBI submission. 114Scheduling FBI Submissions . 116Query Submission Status . 117efile p45 Part 1 (leaver) . 119efile P45 Part 3 (starter) . 123efile P46 (starter) . 124CIS Monthly Submission . 125System Administration . 127System Options . 127User Management . 129Personnel Manager (Only Applicable to Personnel Manager Users) . 134End of Year Migration. 135Company Export . 138Compact and Repair Database . 139Importing Company Details . 140Appendix. 142Help Menu . 153Tax Periods . 153Rates . 153Help Topics . 154About . 155Company Maintenance Professional . 156Bureau . 156GL Codes. 157Departmental Costing. 159Holiday Credits . 160CIS Retention . 162Bureau Details . 1633
Payroll Operations and Procedures ManualCompany Sections . 164Company Sections . 165Current Section . 166Pay selected Companies . 166Creating the Import Files . 167Importing Pay Files . 169Batch Maintenance: . 172Batch Input . 173Bulk Process . 174Extra Input Types . 175Employee Update . 176Index . 178Logging In . 178Main Screen Overview . 178Function Buttons . 179File . 179Customer . 180Order. 183Sales Reports . 187Key Performance Indicators (KPI’s). 189Table Maintenance . 190Sales. 190Users . 192Administrators. 193Help . 195Adding an Order . 197Tasks . 1994
Payroll Operations and Procedures ManualProduced and distributed by:Mamut Software Ltd.90 Long AcreCovent GardenLondonWC2E 9RZTel: 020 7153 0900Fax: 020 7153 0901Web: http://www.mamut.co.ukE-mail: info@mamut.co.ukSales:Tel: 0800 032 5616 (free)Fax: 020 7153 0901E-mail: sales@mamut.co.ukSupport:Tel: 020 7153 0900Fax: 020 7153 0901E-mail: support@mamut.co.ukWeb: www.mamut.co.uk/support 2011 Mamut. All rights reserved. Right reserved to change the product. Mamut and the Mamut logo are registeredtrademarks for Mamut. All other trademarks are registered trademarks of their respective companies.5
Payroll Operations and Procedures ManualTAC PAYROLL - OPERATIONS AND PROCEDURESMANUALRegistrationThis section includes: RegistrationDefault Username and PasswordEntering an upgrade PINClosing the software for the first timeThe first thi
Payroll Operations and Procedures Manual 13 Tip! Setting the default NI method here will save time when adding new employees. The Table method uses the Inland Revenue tables and should be used if transferring over from a manual payroll. The Exact method will calculate NI using a percentage method; both are accepted by the Inland Revenue.
Payroll Hotline: 817-299-6357 Payroll Email: payroll@misdmail.org . Mansfield Independent School District (MISD) Payroll Manual 6 of 37 September 2, 2020 SECTION 11.2 PAYROLL RUNS The Payroll Department is responsible for three types of payrolls each month: bi-weekly, semi-
Payroll flows are used for many of your payroll tasks. If you load data, calculate payroll and payments, run reports, or calculate and distribute cost results, you submit payroll flows. Monitor and manage each task and overall payroll flow in Payroll. Verify Your Readiness A good payroll run depends on many accurate and completed tasks.
Glossary Term Definition DTPR - Department of the Treasury of Puerto Rico also referred to as "Hacienda". Net Payroll - Net payroll is equal to gross payroll less tax withholdings and other deductions. Payroll is paid twice per month on the 15th and 30th (or last day of the month, whichever comes sooner). Other payroll - Other payroll expenses relate to employee withholdings, social security .
Payroll/DM Lockout . 14 Payroll Confirmed. Payroll/DM Lockout . 15 Departments review Payroll Register Dashboard . Resume normal . 16 17 PAYDAY . 18 19 20 Martin Luther King. Jr. Day - Holiday . 21 22 23 PAR/DMX Deadline at 9am . PTR Deadline. 24 Payroll/DM Lockout . 25 Payroll/DM Lockout 26 Pay Period Ends: 1/13 – 1/26 Payroll/DM Lockout 27 .
master file data to the outside payroll service provider should not be involved in recording the payroll entries in the general ledger, preparing payroll reconciliations or distributing payroll checks. This employee should also not receive the copies of the final payroll reports (e.g., payroll registers) from the outside payroll service.
HR & Payroll - Staffing L6 to L11 2. HR & Payroll - Hire Personnel 3. HR & Payroll - Terminate Employees 4. HR & Payroll - Time Recording 5. Performance Management 6. PMP - Salary Increase 7. PMP - Bonus 8. C&B Process - Job Evaluations (JE) 9. Vacation Processing 10. HR & Payroll - Payroll Data Maintenance 11.
Payroll Issues (cont'd) Checking your payroll - Payroll reports -Monthly, supplemental, CJIP, "RDS reports" are all listed on your payroll calendar - Rate Reports -From Andy each month - Pay statements -Available on the DFS/EIC website (In your handout & upcoming slide) - You only have to check your payroll changes (recurring payroll)
Important: If you use projected pay cycles, do not follow the procedures below. Instead, see the appropriate Using Projected Payroll guide for instructions on processing payroll for projected pay cycles. Create Timecard and Payroll Reports (page 5) 1 Create a Timecard Exception Report and Payroll Detail Report by clicking the Reports
