Payroll Training

Payroll Training
Sage VIP

Sage VIP

Payroll and HR Training | Payroll Training

Enhance your payroll knowledge

Our training courses include basic, advanced and problem solving solutions, designed to assist users of our software with their day-to-day responsibilities. Training is presented at any one of the 18 classrooms in South Africa, Namibia and Botswana. We also provide on-site training at client premises.

Available payroll training courses

Basic User Training

Duration: 2 days (09:00 – 16:30)
Target audience: All new VIP users must attend the Classic Basic workshop. This workshop introduces the user to the VIP system covering every important aspect ranging from the basic functions of the VIP system to the more advanced topics every user should know and understand.

Course detail

  • Monthly/Weekly payroll checklist covering basic steps of a pay run
  • Adding new employees on the VIP System
  • Processing current increases
  • Entering earnings, deductions, company contributions and fringe benefits
  • Defining and using time saving utilities including batches and the .B function
  • Checking input to ensure accurate payment of employees
  • Activating Stop Further Entry and reconciling payments to external parties
  • Entering leave transactions
  • Handling terminations correctly on the system
  • Printing payslips and reports
  • Exporting ACB and UIF declaration files
  • Creating backups
  • Starting a new period
  • Knowing where to change the UIF limit
  • Ensuring confidentiality by defining Access Control
  • Defining BCEA remuneration
  • Calculating RFI, Non-RFI and tax deductible amounts
  • Understanding the difference between the average and normal tax calculation
  • Provision for tax on annual bonus
  • Lump sum payments and directives
  • Taxability of medical aid and company car

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Payroll Administration Training

Duration: 1 day (09:00 – 16:30)
Target audience: Any person who needs a solid foundation in payroll administration or is involved in the management of the payroll office.

Course detail:
This is a practical one-day workshop that covers everything you need to know about administering and managing your company’s payroll. The course illustrates how the payroll functions within the parameters of the company policy and payroll legislation.  The content is practical and presented in an informal, easy to apply format.

You also get a comprehensive reference manual, packed with detailed examples of all the necessary documentation and statutory forms you need.

  • The Payroll Administration workshop offers a complete guide to payroll legislation in South Africa. This includes analysis of the various government acts affecting payroll administration.
  • Easy to understand diagrams assisting the learner with the interpretation of different acts are provided.
  • Statutory returns relating to tax, UIF, SDL, and OID are covered in detail. Once the theory is covered, it is enhanced with practical exercises during which the learner completes the different returns.
  • Calculations for overtime and public holidays are discussed in detail.
  • All regulatory leave requirements are explained.
  • A detailed discussion of planning in the payroll office with specific reference to weekly, monthly and annual planning is facilitated.
  • The course ends with an integrated payroll exercise that measures your understanding of the topics covered during the course of the day.

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Payroll Reconciliation Training

Duration: 1 day (09:00 – 16:30)
Target audience: All VIP Payroll users, from the payroll clerk who needs to verify the data input to the payroll manager who ultimately takes responsibility for all payments to both employees and 3rd parties.

Course detail:
The Payroll Reconciliation workshop provides an in-depth insight into the reconciliation procedures of all payroll functions. It is a very practical course where users are shown how to apply detailed checks to all weekly and monthly input as well as the monthly payments to SARS, medical aid, and pension/provident fund etc. Standard VIP reports are discussed that can be used to assist you when reconciling as well as examples of many useful customised reports.

  • Analyse reports used for reconciliation purposes e.g., the Variance report, the Company Reconciliation Report and the 12 Months report.
  • Reconcile fixed and variable input e.g. salaries, allowances, overtime and bonuses.
  • Reconcile leave input provisions by using standard and customised reports.
  • Reconcile monthly contributions to medical aid, pension and provident fund against the billing statements from those institutions.
  • Correct procedure for monthly and year-to-date reconciliation of payments for PAYE, UIF and SDL.
  • Analyse General Ledger and ACB export functions and verify these figures before they are downloaded.
  • Edit report data in MS Excel by making use of the ASCII file print option and MS Excel functions such as sorting and filters.

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Payroll Pro Training

Duration: 1 day (09:00 – 16:30)
Target audience: This training is ideal for experienced users who have attended the Basic training and need to enhance their knowledge of the VIP system. Both Classic and Premier users can attend.

Course detail
The purpose of the Payroll Pro training is to introduce a number of advanced functionalities of the VIP system and to consider more advanced aspects of payroll administration that relate specifically to the work of the advanced user.

  • Add employee photos to employee records.
  • Include additional screens to the Add Employee Cycle.
  • Define, copy and delete system description codes.
  • Import and export data to and from the VIP system using the flexi import/export facilities.
  • Have a basic understanding of methods of calculation.
  • Globally link employees to methods of calculation.
  • Copy methods of calculation between companies.
  • Define the layout of current period and history payslips using the Payslip Setup Screen.
  • Insert your company logo to print on new format reports, new format payslips and history payslips.
  • Print history reports.
  • Print contemporary reports.
  • Group and consolidate reports.
  • Query ID numbers, bank account numbers, employee tax numbers and employee codes.
  • Print the Audit Trail.

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Comprehensive Tax Year End Training

Duration: 9:00 – 14h30 (7.5hrs)
Target audience: This full day training course introduces the processes of tax
year-end and is ideal for users who are completing a tax year-end for the first time on VIP. It is packed with detail and forms the foundation for a successful tax year-end.

Training Highlights:

  • A tax year-end checklist to ensure that no important steps are missed.
  • An overview of all the information required on tax certificates.
  • Introduction to Retirement Funding Income.
  • Detailed explanation of the reconciliation process.
  • Creating the IRP5 CSV file.
  • Different resubmission runs and the purpose of each.
  • [email protected] functions for submitting tax certificates to SARS.
  • Preparing your system for the new tax year.
  • How the new Medical aid changes will affect your tax calculation

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Refresher Tax Year End Training

Duration: ½ Day (09:00 – 13:00)
Target Audience: This fast paced morning training is for the experienced user who has previously completed a tax year-end on VIP and who needs to revise important processes and information.

Highlights:

  • Reviewing the reconciliation process
  • Creating the IRP5 CSV file
  • Different resubmission runs and the purpose of each
  • Recap of [email protected] functions
  • Preparing your system for the new tax year

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Leave Administration Training

Duration: 1 day (09:00 – 16:30)
Target audience: VIP users who have purchased the Leave module and need to use this powerful leave administration system to its full capacity.

Course detail
This workshop details all the features of the Leave module and indicates how these functions can be utilised in different scenarios. Functions such as, defining leave types, applying the 8-week sick leave rule and splitting of leave transactions over pay periods are discussed.

  • Explaining the theory of leave according to the Basic Conditions of Employment Act
  • Applying the rules of the four statutory leave types on the leave system
  • Using the Leave Control screen to define up to 30 different types of leave
  • Applying the 8-week rule for sick leave
  • Indicating public holidays on the Leave Calendar
  • Suggested take-on procedures
  • Defining Methods of Calculation to calculate leave entitlement for employees
  • Using batches to capture leave transactions
  • Splitting leave transactions over pay periods for provision purposes
  • Entering leave transactions on the employee’s Leave Days screen
  • Creating customised leave reasons to identify leave trends
  • Using the system to warn you if an employee takes more leave than available
  • Using reference numbers to reference leave application forms
  • Ensuring effective leave management by understanding the standard leave reports
  • Brief discussion on the Premier ESS module regarding leave

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Report Writer Training

Duration: 2 days (09:00 – 16:30)

Day 1

Target audience: VIP users who need to create their own customised reports in addition to the standard reports.

Day 2

Target audience: VIP users who have mastered the basic skills covered in the Report Writer 1-day course, but need to design more complex reports.

 

Overview: This course teaches you to eliminate tedious manual calculations by retrieving information from your payroll system. Overview: This course focuses on showing the power of the Report Writer functionality for creating more complex reports
Course Highlights:
  • Master the essential basics for design and of new reports.
  • Eliminate tedious manual calculations by using calculations in reports, e.g. leave provision, increases and calculations.
  • Apply different sort sequences to reports.
  • Using screen questions in reports to print employees who fulfill specified criteria.
  • Using fixed values in reports for more advanced calculations.
  • Printing consolidated and grouped reports for more than one company
Course Highlights:
  • Learn to summarise only the required totals and eliminate pages of unnecessary information.
  • Extract reports to ASCII files, which can be imported into other applications such as spreadsheets.
  • Applying advanced selections to your own reports.
  • Using the IF statement for set conditions in reports.
  • Designing reports with numerous detail lines per employee.
  • Merging of documents in MS Word, e.g. increase letters.
  • Utilising the Print Time Selection function to print specified information for specified criteria, or varying conditions.

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Principles of Payroll Tax Training

Duration: 1 day (09:00 – 16:30)
Target audience: This workshop is essential for

  • all payroll administrators who need knowledge to handle everyday tax queries.
  • users who need to familiarise themselves with the Income Tax Act as related to payroll.

Course detail
The Principles of Payroll Tax workshop has been designed to explain the Income Tax Act as related to Payroll administration in layman’s terms. This workshop is based on the Fourth Schedule to the Income Tax Act and focuses on various issues that can effect an employee’s tax calculation.

  • Distinguishing between employees, independent contractors, labour brokers and other types of employment.
  • Estimation of travel allowances, following an easy-to-use diagram.
  • Retirement Funding Income.
  • Practical application of the tax deductible limits in VIP.
  • Provision for tax on annual bonus.
  • Diagrams and practical exercises illustrating the tax calculation.
  • Information and changes specific to this tax year.

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Sage Intelligence Connector Training

Duration: 1 day (09:00 – 16:30)
Target audience: Any user who uses the Business Intelligence Manager module in VIP.

Course detail
The purpose of these courses is to enable you to create, customise and maintain the Excel driven reporting tool within in the VIP system.

  • Customise the structure of BIM reports to your company’s specific needs.
  • Consolidating reports for multiple companies.
  • Creating customised data lists available for selection.
  • Translating standard VIP descriptions.
  • Creating reports by using the above functionality.
  • Creating Pivot tables in MS Excel.

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Sage Intelligence Report Manager Training

Duration: 1 Day (09:00 – 16:30)
Target audience: Payroll administrators and students

Course detail

Add a new report: The Report Manager tool allows you to create customised reports and display the information in MS Excel.

Add parameters for the report: Parameters can be added to the reports to print only selected employees, e.g. sort employees per department or print employees for selected branches.

Use Excel functions to create customised reports: Once the report has been run, the data will be available in MS Excel. You are able to use MS Excel functions to create standard MS Excel spreadsheets.

Use Pivot Tables in MS Excel: A pivot table is a MS Excel automated function that allows you to organise and summarise your data into a table format that is easy to understand.

Create and link a template: Once the data in MS Excel is in the required format you can link the spreadsheet as a template. When the report is run, the data will automatically be displayed in the linked template format.

Create union reports: When a report is created, data fields from only one data container can be selected. You are able to combine the data from more than one data container by creating a union report. A union report enables you to select multiple reports to display the information as one report.

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Skills Development Training

Duration: 1 day (09:00 – 16:30)
Target audience: VIP Users who need to implement and use the Skills module.

Course detail
This course is essential for users of the Skills module as it provides you with step-by-step guidelines for the implementation of this module. The practicality of the course will assist you in creating a Workplace Skills Plan and measuring progress within your company. Background info on learnerships, recognition of prior learning and financial facts about the Skills Development Levy is discussed.

  • Background information on learnerships, recognition for prior learning and financial facts about the Skills Development Levy
  • Easy to understand diagrams assisting the learner with the process and interpretation of the Skills Development Act
  • Learn how employers can claim up to 70% of the levies paid in the form of grants
  • Step-by-step guidelines for the implementation of the Skills module
  • You will be shown how to utilise existing fields in the payroll and integrate them with the Skills module
  • All the Employment Skills screens are discussed in detail
  • You will be shown how to optimise the Planned Training screen. Training interventions can be planned in advance. Once the planned course has been attended the transaction can automatically be moved to the Actual Training screen
  • All the automatic functions will be shown, from planning the training to converting it into a qualification
  • Learn how to generate the workplace skills plan
  • You will print reports that will not only show what was planned for Skills Development but also measure the progress of the company
  • Frequently asked questions on skills related issues are provided

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Open Data Base Connectivity (ODBC) Training

Duration: ½ Day (09:00 – 13:00)
Target audience: Any VIP user who wants to make use of ODBC to extract information from VIP into MS Excel or merge VIP data into a MS Word document. Basic VIP and MS Excel knowledge is essential

Course detail
ODBC (Open Data Base Connectivity) allows VIP users to extract information from the VIP system into other applications, e.g. MS Excel and MS Word. The functions and formulas available in that application can then be used to manipulate the VIP data into any format that is required. ODBC is a very powerful tool that presents the VIP user with endless possibilities and flexibility when creating reports.

  • All topics covered in this course are dealt with from a hands-on, practical approach.
  • Learn how to set up users, passwords and permissions for ODBC, using the ODBC Configuration tool.
  • Create queries to extract data from VIP into MS Excel.
  • Manipulate the VIP data in MS Excel by using functions such as Subtotals, Sorting, Filtering, Averages, Totals, Concatenate, Proper, Grouping and VLOOKUP.
  • Extract 12 Month data to determine averages and totals per employee for any earning, deduction or company contribution.
  • Create useful reports in MS Excel, e.g. Costing report and a Department Summary report.
  • Give your MS Excel spreadsheet the finishing touches by applying the Page Setup options in order for the printed document to appear refined and professional.
  • Learn how to use an ODBC query to merge VIP data into MS Word so that documents such as increase letters and labels can be created automatically.
  • Useful definitions and additional MS Excel functions are included for reference purposes.

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Employment Equity Training

Duration: 1 morning (09:00 – 13:00)
Target audience: This workshop is essential for users of the VIP Employment Equity module.

Course detail
This comprehensive workshop covers everything you need to know about the Employment Equity module. All the Employment Equity screens and reports are discussed step-by-step and illustrated with examples on how to apply them in your company. You will learn how to print and use these reports to monitor the progress in your company.

  • Linking existing payroll fields to the Employment Equity module
  • Activating Employment Equity screens
  • Defining numerical goal plans and interim targets on the VIP system for reporting purposes
  • Printing equity reports and merging it with the Department of Labour’s forms
  • Using additional VIP reports to compare the actual workforce to the numerical goals and targets

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