Detailed Course Outline:

The Acts that Govern your Payroll:

• BCEA – Basic Conditions of Employment Act
• Skills Development Act 97 of 1998
• UIF – Unemployment Insurance Act
• Labour Relations Act 66 of 1995
• OID - Occupational Injuries and Diseases Act
• Income Tax Act

Company Policy and Payroll Administration:

• Introduction
• Defining Company Policy

Processing Payroll from A - Z

• Introduction
• Input Documents
• Adding new Employees
• Explain Company Policy
• Changes to employee Particulars
• Changes that Affect Tax calculation
• Changes to Transactions that can affect all and individual employees
• Terminations
• Reconciling Income and Deductions
• Balancing earnings and deductions to input documents
• Reconciling this period’s earnings and deductions to those of the previous period
• Producing Pay slips
• Producing Reports
• Backups of Payroll Data

Year End Procedures

• Introduction
• Determine Pay Dates
• Tax Year End
• Completing the OID Return
• Company Financial Year End
• Salary and Wage Increases
• Annual Bonuses
• Scheduling Leave with the Payroll Department

Detailed Course Outline:

Overview

• Introduction
• The Pastel Payroll Product Range
• Pastel Payroll’s Navigation Tools
• Pastel Payroll’s Help Facility

Setting up your Company

• Using Pastel Payroll’s Setup Assistant
• Setup a Company
• Create User Defined fields
• Setup and Create Transactions

Create Additional Parameters

• Create Different Cost Centers
• Creating Various Job Codes
• Creating Pay Points
• Creating Various Occupations
• Creating Bank and Branch Codes

Create Employee Data

• Creating Employee Profiles
• Creating Employee Master Files
• Creating Master File Reports.

The Processing Cycle

• Creating Payslips
• Setting up Leave
• Setting up Leave
• Perform a Payroll Run
• Clearing the Run Flags
• Making Backups of the Company
• Pay Period Updates
• Processing Cheque and Bank transfers
• Summary of the Periodic Processing Cycle in Pastel Payroll

Detailed Course Outline:

Manage Server Facility

• The learner will learn will be able to make use of the Server Facility
• Add and remove companies
• Activate and de-activate companies from the Server Facility

Import / Export Employee Master Files

• Introduction
• How to use the Export facility
• How to use the Import facility
• Set up the Retirement Funding Income Profile

Year-to-Date totals

• Application of Rate Tables
• Defining Rates
• Using Formulas
• Working with Lookup Tables

Passwords

• Setting up Passwords
• Setting up access permissions for users

Clock Card Import

• Clock Card Import
• Batch Transactions

Defining Transaction Templates

• The Importance of Transaction Templates
• Defining Transaction Templates

Tax and Calculation Totals

• Working with Calculation and Tax Totals.

Rates and Formulas

• The Application of Rate Tables
• Defining Rates
• The Benefits of Using Formulas
• Using Lookup Tables

Batch Transactions and Multiple Transaction Manager

• Introduction to Batch Transactions
• Introduction to the Multiple Transaction Manager

Detailed Course Outline:

Overview on Income Tax

• Overview of Income Tax

Selecting Tax Methods

• Average Tax method
• Periodic Tax method
• Part Time Tax method
• Directives
• Overview of Income Tax
• Seasonal Workers
• Directors/Members
• Directors/Members
• Personal Liability of Directors and Shareholders

Fringe Benefits / Perks

• Acquisition of assets at less than the actual value
• Right to Use an asset (Other than Residential Accommodation or use of a Motor Vehicle)
• Meals and Refreshments, and meal and refreshment Vouchers
• Use of Motor Vehicles (Company Vehicles)
• Free or Cheap Accommodation
• Holiday Accommodation
• Low or interest Free Loans
• Free or Cheap Services Provided by the Employer
• Medical Aid Contributions
• Payment of Debt or Release from the Obligation to Pay Debt
• Bursaries Granted to Employees or their Relatives

Income / Earnings Transactions

• Taxation of income
• Travel Allowances
• Reimburse travel
• Estimating a Travel Allowance for an employee
• Entertainment Allowance
• Subsistence Allowance
• Notice Pay
• Back Pay
• Long Service Awards
• Uniform Allowance
• Directives and Retirement Awards
• Arbitration Awards
• Relocation Benefits / Transfer Costs
• Cell Phone Allowances
• Deduction Transactions

Retirement Funding Income

• Deduction Transactions
• Current Pension Fund Contributions
• Retirement Annuity Fund Contributions
• Provident Fund Contributions
• Additional Tax Deductions (Voluntary Additional Tax)

Tax Calculations in Pastel Payroll

• Factors influencing Tax calculation
• Regular Taxable Income vs. Irregular Taxable Income
• Other Influencing elements
• Statutory Tax Tables
• Average Tax calculation
• Periodic Tax calculation
• Tax calculation with Irregular Taxable Income
• The SITE and PAYE split
• Tax when Employee is on Maternity Leave
• Tax Reconciliation Procedure on a Monthly Basis

Detailed Course Outline

Introduction to Problem Solving

• Introduction
• Problem Solving

Factors Influencing Tax Calculations

• Introduction
• The Statutory Tax Tables

Problems Relating to Leave

• Introduction
• Correctly setting up leave on Pastel Payroll
• Troubleshooting the BCEA Leave Calculation

Defining Transaction Types

• Problems Relating to Transactions

Employee Rates

• Hourly Rates

Bank Transfers

• Problems relating to Electronic Funds Transfer

Job Codes and Cost Centers

• Problems relating to Cost Centers and Job Codes

Making Backups

• Introduction
• Making a Backup
• Common mistakes made when making a Backup
• How to restore a Backup in Pastel Payroll

Terminating an Employee

• Terminating an employee

Payroll Reports

• Payroll Reports
• New Reporting Information