Navigation in Sage One
In order to be confident and efficient in working in Sage One Payroll, it is useful to familiarise yourself with the features discussed below.
The Menu Strip
The Menu Strip has the following options:
- Pay Run
- GL Integration
The dashboard in Sage One gives you a bird’s eye view of your businesses. You can switch between Businesses, Employees and view all your Pay Run information in one screen.
The business menu will show you a list of all the businesses that you created. You can edit your business information as well as add new businesses. Note: If you don’t have any businesses, you will be navigated to the Business Detail view until you have added your first business. After this has been done, you will be navigated to the Business List every time you select Business on the Menu Strip.
The employee menu will show you a list of all the employees that you created. You can edit your employee information as well as create new employees. You do not have to jump between different businesses to create the employees. All your different business employees will be listed in one screen.
If you don’t have any employees, you will be navigated to the Employee Detail view until you have added your first employee. After this has been done, you will be navigated to the Employee List every time you select Employee on the Menu Strip.
When you complete a pay run, you can produce your employees’ pay advices and generate a detailed report of your company’s employee costs. The Pay Run menu will display all the pay run information that you created. You can also create a new pay run by clicking on the Add New Pay Run option. Note: If you don’t have any Pay Runs, you will be navigated to the Add New Pay Run view until you have created your first Pay Run. After the creation of you first Pay Run, you will be navigated to the Pay Run List every time you select Pay Run on the Menu Strip.
The leave screen is where you can view leave transactions that were processed:
|Leave Overview||The Leave Overview option will display all the employee leave transactions for a specific business and period. This view is not limited to a specific employee, but rather displays a leave overview of all employees for the selected business.|
|Leave Summary||The Leave Summary option will display all the leave for a specific employee. This screen will also display all the leave balances for the employee.|
|Add New Leave Transaction||To add a new leave transaction, click on the Add New Leave Transaction option.|
The Submissions screen is used to submit all the statutory information to the different governing bodies:
|TFN Declaration||This option allows you to export your Tax File Number Declarations for your employees in an electronic file. This exported file must be imported into the ATO website.|
|Superannuation||This option allows you to export your Superannuation Fund details for your employees. This exported file must be imported into the Ozedi portal.|
|Payment Summary||This option allows you to export your Payment Summary for your employees. This exported file must be imported into the ATO website.|
|ABA Payment||This option allows you to export your ABA Payment files for your employees. This exported file must be imported into the relevant banking portal.|
Under the Maintenance screen, you will be able to maintain key specific data required on an account as well as Business level.
|Password||You will create your password when you first log into Sage One Payroll. You may want to change your password at some stage. When changing your password, you will enter the current password and then enter and confirm your new password.|
|Account||To access or manage your account details, click on the Account option.|
|Departments||To create a new department within your businesses, click on the Departments option.|
|Payroll Supplier||If you have a payroll supplier that manages your payroll and/or payments on behalf of a business, you will add the Payroll Supplier information here.|
|Pay Components||The Pay Components option enables you to manage and customise the earnings, deductions and leave transactions you will use in your payroll. You will also be able to create new pay components with this option.|
|Superannuation Funds||You can set up all your required Superannuation Funds under this option. The funds that can be set up are Regulated or Self-Managed funds.|
This view is used to set up the integration of your payroll values to your journals in Sage One Accounting (SOA). Note that Posting of Payroll data to the respective SOA Company accounts will only be available if you have activated the Sage One Accounting integration on the GL Integration Setup view (found under the GL Integration Menu strip).
Reports are available in the Reports menu in Sage One Payroll. There are various parameters that can be selected per report. Click on the Generate button to view the details on the report.