Creating a Bureau

A bureau is an external service provider that specialises in payroll processing. A bureau will log into Sage One Payroll with your login details to process the payroll.

The employer sends the bureau each employee’s details, and details of the current pay requirements. The bureau then processes this information to pay the employees.

The payroll supplier will provide the employer with payroll calculations, taxation reports, employee pay advices, as well as personnel, leave and superannuation reports.

The Bureau information will only be required when one or more companies have selected that a company makes use of the Bureau services. This is done on the Company Detail view, Statutory Information section.

After a Company has checked the above option, you can create your bureau by clicking on Maintenance…Bureau.

The screen below will display when you create a new bureau:

The Bureau Detail screen has the following accordions (tabs):

  • Statutory Information
  • Contact Details
  • Banking Details
  • Company Address
  • Postal Address

The Progress Indicator:

The progress indicator will show you links of all the mandatory information that must be entered in the Bureau Section.

Click on the actions in the action list to enter the information. As soon as the information is entered, the progress indicator percentage will move up until it reaches 100%.

Statutory Information accordion

Click on the Statutory Information accordion. The following screen will be displayed:

Field Explanation
Bureau Name This is the name of the bureau that you are creating.
Trading Name If the bureau is trading under a different name, enter the trading name of the company (Bureau) in this field.
Company Pin Number Enter the Company Personal Identification Number (PIN) in this field.
NSSF Number Enter the company’s NSSF number in this field.
NHIF Number Enter the company’s NHIF number in this field.
Registration Number Enter the company registration number in this field.
HELB Code If the bureau has a HELB code, enter the code in this field.
This employee is exempt from Industrial Training Levy Check this check box if your employees are excluded or do not contribute to the Industrial Training Levy.
Industrial Training Levy Number If your company contributes towards the Industrial Training Levy, enter the number in this field.

Contact Details accordion

Click on the Contact Details accordion. The following screen will be displayed:

Field Explanation
Contact Person Name Enter the name of the contact person of the bureau.
Contact Person Surname Enter the surname of the contact person of the bureau.
Contact Telephone Number Enter the telephone number of the contact person of the bureau.
Contact Email Address Enter the email address of the contact person of the bureau.
Contact Facsimile Number Enter the facsimile number of the bureau.

Banking Details accordion

Click on the Banking Details accordion. The following screen will be displayed:

Field Explanation
Branch code The branch code is a five-digit number that identifies banks and branches in Kenya. Enter a description to search for a branch code, then select from the drop down menu.
Bank name If you selected your Branch code, the Bank Name field will automatically be entered.
Account Name Enter the bureau bank account name in this field.
Account Number Enter the bureau bank account number in this field.

Company Address accordion

Click on the Company Address accordion. The following screen will be displayed:

Field Explanation
Address Line 1 Enter the bureau’s physical address in this field.
Address Line 2 – 4 If the bureau has more than one address line, enter the additional lines in the Address Lines 2 – 4.
Suburb Enter the suburb where the bureau is situated.
Country Select the country where the bureau is situated.
Province Select the province within the country where the bureau is situated.
Postcode Enter the postcode where the bureau is situated.

Postal Address accordion

Click on the Postal Address accordion. The following screen will be displayed:

Field Explanation
Same as Business Address Check this check box if the Postal Address is the same as the Physical Company Address.
Address Line 1 Enter the bureau’s postal address in this field.
Address Line 2 – 4 If the bureau has more than one address line, enter the additional lines in the Address Lines 2 – 4.
Suburb Enter the suburb where the bureau is situated.
Country Select the country where the bureau is situated.
Province Select the province within the country where the bureau is situated.
Postcode Enter the postcode where the bureau is situated.

You will notice that once all the fields are entered and selected, your progress indicator will display 100%.

Click on the Save button to save the bureau that you created.