Index

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

If you want to see a list of the menu options click Payroll Table of Contents

A
Access to payroll

Addition/deductions input

Addition/deductions accumulator clearance

Additions/deductions maintenance

Addition/deduction list

Addition/deduction used by employee

Adhoc enquiries menu

Adoption pay parameters

Adoption pay details report for a period

Adoption pay details report year to date

Adoption pay entry

Adoption pay fields

Adoption pay parameters

Agent parameters

Allow access

Alter payroll type

Analysis report - Employer's cost analysis

Analysis report - Gross pay analysis

Analysis report - Net pay analysis

Analysis report - Period payroll summary

Archive records deletion

Archive options

ASCII export

Audit (change control) record deletion

Audit (change control) options

Audit print

Audit reason codes maintenance

Audit (change log) setup

Autopay payments listing/report

What do you want to do?

B
Backup procedure

BACS transferred amounts require reset as the batch is not exported for transmission

BACS categories maintenance

BACS copy to the BACS module

BACS payments listing/report

BACS payments to HMRC

BACS transfer amounts clear down

Bank giro printing

Benefits input

Benefit list

Benefits maintenance

Benefits report - by code

Benefits report - by employee

Booklets

What do you want to do?

C
Calculate pay

Change control options

Change employee company/type

Change log setup

Change password

Change payroll type

Charity giving scheme

Check payroll periods

Cheque payment listing/reporting

Cheque printing

Clear accumulator

Coin analysis

Collection of Student Loan entry

Collection of Student Loan types maintenance

Collection of Student Loans report at a period end

Collection of Student Loan report at payroll year end

COMP details report for a period

COMP details report year to date

Confirm period payroll

Contracted Out Money Purchase details report for a period

Contracted Out Money Purchase details report year to date

Controls

Copy BACS postings to BACS

Cost analysis

Court order employee report

Court order employer report

Court order entry

Court order types maintenance

Create a new payroll type

Create or Add/modify payroll record

Current period display

What do you want to do?

D
Dates

Dealer Management System file syncronisation

Deductions maintenance

Deduction accumulator clearance

Deduction list

Default payroll record

Delete change control records

Delete detailed history

Delete payroll types

Detailed history deletion

Detailed history display

Display current period

Display payroll record

What do you want to do?

E
Educational establishments maintenance

Employee record creation, edit or display

Employee reports menu

Employee details report

Employee summary by name report

Employee summary by number report

Employee totals report

End of period options

Enquiries menu

Execute EOP options

What do you want to do?

F
File usage statistics

Forms

Freeze the period payroll

Full employee edit

What do you want to do?

G
Giro printing

Giro payments listing/reporting

Gross pay analysis

What do you want to do?

H
HMRC BACS payments

Holiday input

Holiday totals transfer

Human Resources data import

What do you want to do?

I
Import data from HR

Incentive scheme use with input pay

Input pay method

Input pay parameters

Input pay details

Internet filing check list

Internet filing summary

Internet options for end of payroll year filing

Internet filing - employee P60 forms

Internet filing - extract data

Internet filing - maintain P35 records

Internet filing - maintain P14/P38 records

Internet filing - live or test submission request

Internet filing - live or test delete request

Internet filing - live or test submission poll

Internet filing - live or test data request

Internet filing - log files

Internet filing - delete end of year return data

Internet filing - create amendment

Internet filing - live or test amendment submission

Internet EOY return parameters

Internet EOY agent details

Introduction to Payroll

What do you want to do?

J

What do you want to do?

K
Utilities

Key Processes

What do you want to do?

L
Latest annual salary changes

Latest changes

Leaving date entry

Leavers reports menu

Leaver P45 details for the current period - plain paper

Leaver continuous stationery P45

Leaver laser printed P45 parts 1 & 1A

Leaver laser printed P45 parts 2 & 3

Leavers P45 report

What do you want to do?

M
Main payroll menu

Magnetic media options

Magnetic media P14 record maintenance

Magnetic media remove P14 records & files

Mandatory reporting

Maternity parameters

Maternity pay entry

Maternity details period report

Maternity details year to date report

Methods of payment maintenance

Miscellaneous options

What do you want to do?

N
National minimum wage

Net pay analysis

New period or year

NI adjustment

NI period totals report

NI Cumulative totals report at a period end

NI Cumulative totals report at payroll year end

NI rates

Nominal ledger grade postings maintenance

Nominal ledger posting reports menu

Nominal ledger posting view by account

Nominal ledger posting print by account

Nominal ledger posting view by employee

Nominal ledger posting print by employee

What do you want to do?

O

What do you want to do?

P
Parameters - NI rates

Parameters - PAYE rates

Parameters - SSP parameters

Parameters - SMP parameters

Parameters - SPP parameters

Parameters - SAP parameters

Parameters - National minimum wage

Parameters - Payroll type parameters

Parameters - System

Parameters - Internet End of year return

Parameters - Internet End of year agent details

Passwords maintenance

Password change

Paternity parameters

Paternity pay entry

Paternity details report for a period

Paternity details report year to date

PAYE rates

P.A.Y.E totals report at a period end

P.A.Y.E totals report at payroll year end

Payroll buffer reports menu

Payroll record defaults

Payroll type parameters

Payroll types deletion

Payroll Menu

Payroll record

Payroll records enquiry reporting

Payroll upgrade phase 1

Payroll upgrade phase 2

Payslip documents

Payslip print

Pension details report for a period

Pension details report year to date

Pension stakeholder export report at a period end

Pension stakeholder export report at payroll year end

Pension schemes maintenance

Period dates

Period reports menu

Period payroll summary

Prevent/allow access

Previous year payroll record display

Previous year payroll record amendment

Previous year history display

Previous year history record amendment

Previous year sickness history display

Previous year P14/P60 forms printing

P11 history display for the current PAYE year

P11 history display for a previous year

P11 details verification

P11 history enquiry reporting

P11 history amendment

P11 report from log at a period end

P11 report from log at payroll year end

P14/P38 record maintenance for the internet

P14/P60 forms printing for the current payroll year end

P14/P60 forms printing for the previous payroll year

P35 listing for the current payroll year

P35 listing for the current payroll year end

P35 listing for the previous payroll year

P35 records maintenance for the internet

P38A, P38(S) or P46 check list report

P60 forms for employees when using the internet for filing

P7X update

What do you want to do?

Q

What do you want to do?

R
Rates input

Rates table

Reason codes for sickness logging

Renumber employees

Reports & Enquiries Options Menu

Report generator

Report addition/deduction list

Report addition/deduction used by employee

Report adoption pay details for a period

Report adoption pay details year to date

Report - ASCII export

Report Autopay payments

Report BACS payments

Report benefits by code

Report benefits by employee

Report - benefit list

Report Cheque payments

Report coin analysis

Report COMP details for a period

Report COMP details year to date

Report court orders for the employee

Report court orders for the employer

Reports - employee options

Report employee details

Report employee summary by name

Report employee summary by number

Report employee totals

Report employer cost analysis

Reports - enquiry options

Report giro payments

Report gross pay analysis

Reports - leaver options

Report leaver P45 details for the current period - plain paper

Report leaver continuous stationery P45

Report leaver laser printed P45 parts 1 & 1A

Report leaver laser printed P45 parts 2 & 3

Report leavers P45 details

Report mandatory options

Report maternity details for a period

Report maternity details year to date

Report net pay analysis

Report NI cumulative totals at a period end

Report NI cumulative totals at payroll year end

Report NI period totals

Report nominal ledger payroll buffer reports menu

Report P.A.Y.E totals at a period end

Report P.A.Y.E totals at payroll year end

Report paternity details for a period

Report paternity details year to date

Reports - payroll records simple enquiry

Report pension details for a period

Report pension details year to date

Reports - period options

Reports - period payroll summary

Report P11 from log at a period end

Report P11 from log at payroll year end

Reports - P11 history simple enquiry

Report P35 listing

Report P38A, P38(S) or P46 check list

Report sickness details for a period

Report sickness details year to date

Report sickness recovery at a period end

Report sickness recovery at payroll year end

Report stakeholder pension export at a period end

Report stakeholder pension export at payroll year end

Report Student Loans at a period end

Report Student Loans at payroll year end

Report tax credit totals at a period end

Report tax credit totals at payroll year end

Reports - year-end options

Reset in use flags

Reset period payroll

What do you want to do?

S
Salary changes report

Salary update

Security access to payroll

Select new period or year

Sickness history

Sickness parameters

Sickness reasons maintenance

Sickness record display

Sickness enquiry display/print

Sickness entry

Sickness EMailing manager(s)

Sickness details reportperiod report

Sickness details year to date report

Sickness recovery report at a period end

Sickness recovery report at payroll year end

Sickness service length codes maintenance

SAP parameters

SAP details report for a period

SAP details report year to date

SMP parameters

SMP details report for a period

SMP details report year to date

SPP parameters

SPP details report for a period

SPP details report year to date

SSP parameters

Stakeholder pension export report at a period end

Stakeholder pension export report at payroll year end

Student loan entry

Student Loan types maintenance

Student Loan report at a period end

Student Loan report at payroll year end

System controls

System maintenance

System parameters

What do you want to do?

T
Tax codes (P7X) update

Tax credit totals report at a period end

Tax credit totals report at payroll year end

Tax details update

Tax rates

Tax rates update mid tax year

Tax totals report at a period end

Tax totals report at payroll year end

Trades maintenance

Transfer BACS buffer to BACS

Transfer holiday totals

Type parameters

What do you want to do?

U
Update files from DMS

Upgrade menu

Upgrade - check payroll periods

Upgrade - backup procedure

Upgrade - view security logs

Upgrade - payroll upgrade phase 1

Upgrade - payroll upgrade phase 2

Upgrade - latest changes

User set up

Utility options

What do you want to do?

V
Verify files

Verify P11 details

View security logs

What do you want to do?

W

What do you want to do?

X

What do you want to do?

Y
Year dates

Year-end reports menu

Year-end submission by magnetic media

Year-end magnetic media P14 record maintenance

Year-end remove magnetic media P14 records & files

Year-end internet filing options menu

Year-end employee P60 forms

Year-end internet extract data

Year-end internet maintain P35 records

Year-end internet maintain P14/P38 records

Year-end internet live or test submission request

Year-end internet live or test delete request

Year-end internet live or test submission poll

Year-end internet live or test data request

Year-end internet log files

Year-end internet delete end of year return data

Year-end internet create amendment

Year-end internet live or test amendment submission

What do you want to do?

Z
Zero off BACS transfer amounts

What do you want to do?

Payroll Table of Contents

If you want to see an alphabetic index click Index

Introduction to Payroll

Key Processes

Payroll Menu

Input pay details

Enter sickness details

Enter maternity details

Enter paternity details

Enter adoption details

Edit court orders/CSL

Edit leaving date

Display payroll record

Add/modify payroll record

Full employee edit

Calculate pay

Print payslips

Print cheques

Print bank giros

Confirm/reset period payroll

Execute EOP options

Select new period

Transfer holiday totals

Miscellaneous options

System maintenance

Utilities

Display current period

Alter payroll type

Payslip documents


Miscellaneous options

Miscellaneous Options Menu

Display current period

Rates table

Additions/deductions

Benefits

Trades

Transfer BACS buffer to BACS

Change password

NL grade postings

Display payroll history

Display SSP history

Sickness reasons

Audit print

Archive options

Change control options

Utility options

Court order/CSL options

BACS categories

Educational establishments

HMRC BACS payments

Pension schemes


Archive options

Archive Options Menu

Display payroll record

Display payroll history

Display SSP history

Delete archive records

Display detailed history

Delete detailed history

P14/P60 forms

P35 listing

P60 forms

Archive payroll records

Archive payroll history


Change control options

Change Control Options Menu

Reason codes

Change log setup

Delete change control records

Latest annual salary changes


Utility options

Utility Options Menu

NI adjustment

Change employee company/type

Renumber employees

Net to gross calculation

Zero off BACS transfer amounts

Update salary

Update tax details

Update tax codes (P7X)

Update SSP mail manager

Clear accumulator

Verify P11 details

Import data from HR


Court order/CSL options

Court Order/CSL Options Menu

Court orders / Student Loans

Court order types

Court order summary report

Court order employee report


Reports & enquiries options

Reports & Enquiries Options Menu

Report generator

Enquiries menu

Coin analysis

Giro listing

BACS listing

Cheque listing

Autopay listing

Period reports menu

Employee reports menu

Year-end reports menu

Payroll buffer reports menu

Leavers reports menu

Addition/deduction list

Benefit list

Example ascii export


Enquiries menu options

Enquiry Options Menu

Ad-hoc enquiries

Payroll records

Payroll history

SSP enquiry


Period report options

Period Reports Menu

Execute EOP options

Period payroll summary

Gross pay analysis

Employer's cost analysis

Net pay analysis

Period NI totals

Cumulative NI totals

P.A.Y.E totals

Tax credit totals

P35 listing

COMP details

Pension details

SSP details

SSP recovery

SMP details

SPP details

SAP details

Collection of Student Loans

Stakeholder pension export


Employee report options

Employee Reports Menu

Employee summary by number

Employee summary by name

Employee details report

Employee totals report

P11 report from log

Addition/deduction report

Benefits report - by code

Benefits report - by employee


Year-end report options

Year-end Reports Menu

Cumulative NI totals

P.A.Y.E totals

SSP recovery

P14/P60 forms

P35 listing

P38A, P38(S) or P46 check list

Magnetic media options

Tax credit totals

Year to date SSP details

Year to date SMP details

Year to date SPP details

Year to date SAP details

Year to date pension details

Year to date COMP details

P11 report from log

Collection of Student Loan

Stakeholder pension export

Internet option


Magnetic media options

Magnetic Media Options Menu

Maintain P14 records

Remove P14 records & files


Internet options

Internet Options Menu

Employee P60 forms

Extract data

Maintain P35 records

Maintain P14/P38 records

Live submission request

Test submission request

Live delete request

Test delete request

Live submission poll

Test submission poll

Live data request

Test data request

Log files

Delete end of year return data

Create amendment

Live amendment submission

Test amendment submission


Payroll buffer report options

Payroll Buffer Reports Menu

View buffer by account

Print buffer by account

View buffer by employee

Print buffer by employee


Leavers report options

Leavers Reports Menu

Current leavers' P45 details

Continuous stationery P45

Laser printed P45 parts 1 & 1A

Laser printed P45 parts 2 & 3

Leavers P45 report


System maintenance options

System Maintenance Menu

Prevent/allow access

Passwords

NI rates

PAYE rates

SSP parameters

SSP history

SMP parameters

SPP parameters

SAP parameters

National minimum wage

Payroll type parameters

SSP Service length codes

Delete payroll types

Payroll record defaults

System parameters

System controls

File usage statistics

Verify files

Reset in use flags

Upgrade menu

Available EOP options

Internet EOY return parameters

Internet EOY agent details

Payroll history

Update files from DMS


Upgrade options

Upgrade Menu

Check payroll periods

Backup procedure

View security logs

Payroll upgrade phase 1

Payroll upgrade phase 2

Latest changes


Utility options

Utilities Menu

Methods of payment

Delete payroll record

Payroll buffer

BACS transfer buffer

Change control log

Parameter defaults

Control defaults

Compile report formats

General update program

Upgrade utility

Repair payroll from collation

Standalone tidy utility

Clear duplicate archive sick

Delete printers and spoolers

Update internet EOY status

Purge unlinked payroll data


Other items

Forms and booklets

Creating a new payroll type


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