Adding/ Amending Savings Schemes

Adding/ Amending a Savings Scheme

1) To add a new Savings Scheme – select Savings Schemes on the menu toolbar, followed by Add New Savings Scheme. Complete all required fields accordingly and click Save.

2) To view or edit a Savings Scheme – select Savings Schemes on the menu toolbar. Select the savings scheme from the listing and view/ amend accordingly. Click Save Changes.

3) To delete a Savings Scheme – first select Savings Schemes on the menu toolbar. Select the savings scheme from the listing and click Delete on the menu toolbar. Click Yes to confirm you wish to delete the savings scheme.

4) To view which employees have been assigned to a particular Savings Scheme - select Savings Schemes on the menu toolbar, followed by Where Is It Used?. Select the savings scheme from the listing. Employees who have been assigned to the savings scheme chosen will be displayed on screen.

To view the pay periods in which an employee has been assigned to this scheme, click on the employee's name to display the periods on screen. The payslip for any of the pay periods displayed on screen can be individually viewed by clicking on the pay period you wish to view.

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Need help? Support is available at 01 8352074 or [email protected].

Importing from Previous Year

Importing from Thesaurus Payroll Manager

Adding a New Company Importing a company and its employees using a Revenue P2C File Additional Employer Information Adding/ Amending Departments Adding/ Amending Hourly Rates Adding/ Amending Daily Rates Adding/ Amending Addition Types Adding/ Amending Deduction Types Adding/ Amending Pension Schemes Adding/ Amending Savings Schemes Adding/ Amending Bank Accounts

Personal Employment Payment Revenue Details HR CSO Exporting a P2C file from ROS Importing a P2C file

Processing Weekly Payroll Processing Fortnightly Payroll Processing Monthly Payroll Processing 4-Weekly Payroll Net to Gross Payments Entering Pension Deductions Importing Pay Data from a CSV File Allocating An Employee's Pay across Departments Finalising Payslips Printing Payslips Emailing Payslips Exporting Payslips Paying Employees

Payroll Deductions

PRSI PAYE Universal Social Charge Universal Social Charge - Calculations Week One vs. Cumulative Basis Emergency Basis

Re-opening Payslips

Re-defining Schedule of Periods Re-opening Payslips

Issuing a P45 Reversing a P45 Printing a P45 Submitting a P45 to ROS

Mid-year Starters

Setting up a new employee mid-year Preparing a P45 Part 3 for ROS Preparing a P46 for ROS

Benefit in Kind

Vehicles Loans Accommodation Medical Insurance - Annual Medical Insurance - One-Off Share Based Remuneration Annual Benefits One-Off Benefits

Illness Benefit

Illness Benefit - General Employer does not pay employee while out sick Employer pays employee while out sick but employee retains the illness benefit Employer pays employee while out sick and receives the illness benefit Making adjustments to previously paid illness benefit

Parenting Leave

Maternity Leave & Pay Adoptive Leave & Pay

Monthly P30 Return Quarterly P30 Return P30 ROS File

Creating a New Report Favourite Reports Audit Trail Report CWPS & NECI Reports Daily Pay Report DSP Benefits Report Hourly Pay Report Notional Pay Report Payroll Summary Report Pensions Report

Processing Holiday Pay

Adding/ Amending Pension Schemes Entering Normal Pension Deductions Entering a CWPS Pension Entering a NECI Pension Normal Pensions Report CWPS & NECI Reports

P60s Preparing and Submitting a P35

Backing Up & Restoring Data Files

Backing Up Your Payroll Data Restoring a Payroll Data File

Ordering for Next Year Payroll Calendar

Glossary of Terms

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