Follow the steps below to get you up-and-running quickly.
Create employee records
To begin using Sage Instant Payroll you should create your employee records. To do this click Employee, then either Add a new starter or Add an existing employee. To add your existing employees into Payroll, select Add an existing employee and enter your employees' details, making sure you complete each box labelled with a blue description.
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For more information about creating employee records, please refer to article 11624. |
Enter employees' YTDs
If you're starting to use Instant Payroll part way through a tax year, you should also enter your employees' year to date (YTD) values to make sure your tax and national insurance (NI) calculations are accurate.
You can get this information from the P11 Deduction Cards and can enter it within the Add an existing employee option by selecting the P11 Figures tab. You can also enter these details after creating the employee record in Employee > Maintain year to date information.
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For more information about entering YTD information, please refer to article 11627. |
Set up your company information
Employee payments and deductions
You can set up your employees' payments and deductions in Employee > Maintain existing employees > Payment Details or Deduction Details tab. The information you enter here appears in Pay Employees > Maintain employees' pay and on the payslips. You can also amend the employees' pay and deductions in Maintain employees' pay.
Pensions
Changes to pension legislation mean that employers will need to ensure that all employees can save for their retirement through a suitable occupational pension scheme. These changes are being introduced gradually, based on the number of people employed.
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Your new version of Sage Instant Payroll has been updated so you can fulfil the current requirements of the pension reforms. For more information, please refer to article 11628. |
e-Banking
Making payments through e-Banking is a quick, safe and secure and way to make your payments. It also helps you to control your cash flow - you can see the date that payments are due to leave your account so you can ensure that sufficient funds are available. The e-Banking option creates payment files that can be used by your online banking service to:
- Make payments directly into your employees' bank accounts.
- Make your monthly or quarterly payments to HMRC.
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For more information about e-Banking, please refer to article 11718. |
Look after your data
As your payroll data is very important, it’s really important that you take regular backups so that you can recover your data should it become corrupt or unusable. You can then use these backups to replace any missing data saving you hours of time having to re-enter the information.
When you back up depends on how often new information is added to your software and when you perform important tasks, such as paying your employees and updating their records.