NHS ESR - Payroll

Training Course Objectives

The objectives of this course are to produce a clear understanding of the end user functions in payroll. These functions will cover the life cycle of the employee from entering them as a new starter to ending their employment.

Who Should Attend

• Sales Consultants
• Support Engineer
• Functional Implementer
• End users

Training Course Prerequisites

• Basic PC Skills

Training Course Duration

2 Days

Training Course Contents

Familiarisation

• Navigation
• Creating Favourites
• Icons, Buttons and Generic Functionality

New Starter

• Entering Bank Account Details
• Entering P45, Tax Information and NI details
• Check and enter recurring and non-recurring element entries
• Run a quick pay

Amending Employee Details

• Amending Bank Account Details
• Amending P45, Tax Information and NI details
• Amend recurring and non-recurring element entries

Processing a Leaver

• View Termination Record
• View P45
• Change Pay Method
• Check Annual Leave Accrual
• Adjust NI entitlement
• Pay Annual Leave owed

Multiple Assignments

• View an employee with multiple assignments
• Update Tax Information

Vehicle Management

• Set up private vehicles
• Allocate private vehicle
• Delete vehicle
• Enter millage user status

Creating Assignment Sets

• Define an assignment set by including or excluding assignments
• Define an assignment set using formula criteria

Data Capture

• Create a Data Capture Batch
• Enter Expense and Timesheet Elements
• Validate the batch
• Transfer the Batch

Weekly Pay in Advance

• Record Advance Pay
• Enter additional payment details in advance
• Run advance pay process

Absence

• Sickness
• Annual Leave
• Maternity

View Payroll and Payscale Information

• View Pay Scales
• View Generic Rate Retrieval
• Amend Payment Methods
• Amend Payroll Period Calendar

Payroll Processing

• Increment Process
• Retro Pay Process
• Run Payroll
• Retries, Reversals and Rollbacks
• Pre-payments
• OSP Batch Process
• BACS
• BACS file conversion and transfer
• P45 Process
• Costing Process
• GL Interface