Sage Payroll & HR Skills

Enhance your expertise with our Sage Payroll & HR Courses. Designed for HR professionals and business owners, our courses provide practical skills in payroll management, employee records, and compliance. Gain the knowledge to streamline your HR processes and ensure accuracy.
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Key Benefits of Sage Payroll & HR Training

Enhance your payroll and HR management skills with our comprehensive Sage courses. Gain practical knowledge to improve efficiency, ensure compliance, and effectively manage employee data, empowering your HR team and business operations.
Payroll Efficiency
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HR Compliance
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Employee Data Management
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Practical Skills
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1.Sage Pastel Partner Payroll Processing

  1. Sage Pastel Partner Payroll Processing:

    • Students delve into the functionality and features of Sage Pastel Partner Payroll, a comprehensive payroll processing software. They learn how to navigate the user interface, access various modules, and perform essential payroll tasks efficiently.

  2. Setting up a Company and Pay Frequency with Public Holidays:

    • This module covers the process of setting up a new company within Sage Pastel Payroll, including defining pay frequencies, public holidays, and work calendars. Students learn how to customize payroll settings to align with the company’s policies and regulations.

  3. Cost Centres, Job Codes, Pay Points, Occupation List:

    • Students learn how to configure cost centers, job codes, pay points, and occupation lists within Sage Pastel Payroll. These features enable businesses to allocate costs, track employee roles, and streamline payroll processing for different departments and job functions.

  4. Creating Bank Codes and Departments:

    • In this section, students discover how to set up bank codes and departments within Sage Pastel Payroll. They learn how to organize payroll transactions, allocate expenses, and manage departmental budgets effectively.

  5. Setting up OID and Making a Backup:

    • OID (Online Internet Data Backup) is crucial for safeguarding payroll data. Students learn how to set up OID within Sage Pastel Payroll and perform regular backups to protect against data loss or corruption.

  6. Setting up Employee Profiles and Masterfiles:

    • Students gain hands-on experience in setting up employee profiles and master files in Sage Pastel Payroll. They learn how to capture employee information accurately, including personal details, tax information, and employment history.

  7. Setting up Employee Payslips, Hourly Rates, and Medical Aid:

    • This module focuses on configuring employee payslips, hourly rates, and medical aid details within Sage Pastel Payroll. Students learn how to customize payslip layouts, calculate hourly wages, and manage employee benefits effectively.

  8. Processing Cycles, Leave, Income, Fringe Benefits, Deductions, and Additional Processing:

    • Students explore the entire payroll processing cycle, from capturing leave requests and income details to calculating fringe benefits, deductions, and additional processing items. They learn how to process payroll accurately and efficiently while adhering to regulatory requirements.

  9. Bank Transfer and Pay Period Update:

    • This module covers the process of generating bank transfers and updating pay periods within Sage Pastel Payroll. Students learn how to finalize payroll processing and distribute employee payments securely and promptly.

  10. Employment Tax Incentive:

    • Students learn about the Employment Tax Incentive (ETI) scheme and how to implement it within Sage Pastel Payroll. They understand the eligibility criteria, calculation methods, and reporting requirements associated with ETI.

  11. Batch Processing for Leave, Overtime, and Bonuses:

    • This module explores batch processing functionalities within Sage Pastel Payroll, allowing students to efficiently manage leave requests, overtime hours, and bonus payments for multiple employees simultaneously.

  12. Importing Clock Card Information:

    • Students discover how to import clock card information into Sage Pastel Payroll, streamlining the process of capturing employee attendance data and calculating hours worked.

  13. Reports on Employee Masterfiles, Monthly Analysis, Pay Reconciliation, Leave:

    • Students learn how to generate various reports within Sage Pastel Payroll, including employee masterfile reports, monthly payroll analysis, pay reconciliation reports, and leave reports. These reports provide valuable insights into payroll data and facilitate decision-making.

  14. Statutory Returns EMP201 and UIF Declarations:

    • Finally, students explore the process of generating statutory returns, such as EMP201 and UIF declarations, within Sage Pastel Payroll. They learn how to accurately complete and submit these returns to regulatory authorities, ensuring compliance with tax and labor laws.

2.Sage Pastel Payroll Tax

  1. Sage Pastel Payroll Tax:

    • This section focuses on the tax-related features and functionalities within Sage Pastel Payroll software. Students learn how to navigate tax settings, configure tax parameters, and process tax-related transactions effectively.

  2. Overview of Income Tax Act:

    • Students receive an overview of the Income Tax Act, including its key provisions, regulations, and guidelines relevant to payroll tax management. They gain an understanding of the legal framework governing income tax in South Africa and its implications for payroll processing.

  3. Factors Influencing Tax Calculations:

    • This module explores the factors that influence tax calculations for employees, such as income levels, tax brackets, allowances, deductions, and tax credits. Students learn how to accurately calculate income tax liabilities based on various criteria.

  4. Taxation Rules for Different Types of Employees:

    • Students learn about the taxation rules applicable to different types of employees, including full-time employees, part-time employees, contractors, and temporary workers. They understand how employment status and remuneration structures affect tax obligations.

  5. Earnings for Allowances, Awards, Bonuses, Severance Pay, Back Pay:

    • This module covers the taxation of various types of earnings, including allowances, awards, bonuses, severance pay, and back pay. Students learn how to calculate tax liabilities accurately for these types of income.

  6. Fringe Benefits Processing – Acquisition of Assets, Right of Use of Asset:

    • Students explore the taxation rules and implications related to fringe benefits, such as the acquisition of assets and the right to use assets provided by employers. They learn how to calculate the taxable value of fringe benefits and report them correctly for tax purposes.

  7. Use of Company Car, Meals, Refreshments, and Vouchers:

    • This module focuses on the taxation of fringe benefits related to the use of company cars, meals, refreshments, and vouchers provided to employees. Students learn how to calculate the taxable value of these benefits and comply with reporting requirements.

  8. Free or Cheap Residential and Holiday Accommodation:

    • Students learn about the tax treatment of free or cheap residential and holiday accommodation provided to employees as part of their employment package. They understand how to calculate the taxable value of such benefits and report them accurately.

  9. Low or Interest-Free Loans, Payment of Debt:

    • This module covers the taxation of low or interest-free loans provided to employees by employers, as well as the taxation of payments made by employers to settle employees’ debts. Students learn how to calculate the taxable value of these transactions and comply with tax regulations.

  10. Medical Aid and Tax Credits:

    • Students explore the taxation rules related to medical aid contributions and tax credits available to employees for medical expenses. They learn how to calculate the tax treatment of medical aid contributions and claim tax credits accurately.

  11. Bursaries or Scholarships:

    • This module covers the tax implications of bursaries or scholarships provided to employees or their dependents by employers. Students learn how to calculate the taxable value of bursaries or scholarships and report them for tax purposes.

  12. Employer Contributions Toward Retirement Funds, and Limits Thereof:

    • Students learn about the taxation of employer contributions toward retirement funds and the limits imposed on such contributions for tax purposes. They understand how to calculate the tax treatment of employer contributions and comply with contribution limits.

  13. Methods of Tax Calculations and Statutory Tables:

    • This module explores the various methods of tax calculations used in Sage Pastel Payroll software, including statutory tables and tax calculation formulas. Students learn how to apply these methods accurately to calculate income tax liabilities for employees.

  14. Employment Tax Incentive:

    • Students gain an understanding of the Employment Tax Incentive (ETI) scheme and its implications for payroll tax management. They learn how to implement ETI within Sage Pastel Payroll software and comply with reporting requirements.

3.Sage Pastel Admin & BCEA Legislation

  1. Sage Pastel Admin & BCEA Legislation:

    • This section focuses on the administrative aspects of Sage Pastel Payroll software and the legislative framework governing employment in South Africa, particularly the Basic Conditions of Employment Act (BCEA). Students learn how to navigate the administrative features of Sage Pastel Payroll and ensure compliance with relevant legislation.

  2. Payroll Administrator Roles and Responsibilities:

    • Students explore the roles and responsibilities of payroll administrators in managing payroll processes and compliance requirements. They learn about tasks such as payroll processing, employee record-keeping, tax reporting, and compliance with employment laws and regulations.

  3. Basic Conditions and Provisions of the Employment Act:

    • This module covers the basic conditions and provisions outlined in the Employment Act, including aspects such as working hours, leave entitlements, termination of employment, and minimum wage requirements. Students gain an understanding of the rights and obligations of both employers and employees under the BCEA.

  4. Overview of Income Tax and Reconciliations:

    • Students receive an overview of income tax laws and regulations in South Africa, focusing on their relevance to payroll administration. They learn about tax deductions, tax brackets, tax rebates, and the reconciliation process for income tax submissions.

  5. Unemployment Insurance Fund Act:

    • This module explores the provisions of the Unemployment Insurance Fund Act, which governs the administration of unemployment insurance benefits for employees. Students learn about the contribution requirements, benefit eligibility criteria, and reporting obligations under the UIF Act.

  6. Skills Development Fund Act:

    • Students gain an understanding of the Skills Development Fund Act, which promotes skills development and training initiatives in South Africa. They learn about the requirements for skills development levies, workplace skills plans, and the submission of annual training reports.

  7. Compensation for Occupational Injuries and Diseases Act:

    • This module covers the Compensation for Occupational Injuries and Diseases Act (COIDA), which provides for compensation for employees who sustain work-related injuries or contract occupational diseases. Students learn about the registration requirements, reporting obligations, and benefits under COIDA.

  8. Employment Equity Act:

    • Students explore the Employment Equity Act, which aims to promote equal opportunities and fair treatment in the workplace. They learn about the requirements for employment equity plans, designated groups, affirmative action measures, and reporting obligations under the EEA.

  9. Labour Relations Act:

    • This module examines the Labour Relations Act (LRA), which governs collective labor relations, dispute resolution, and industrial action in South Africa. Students learn about employee rights, trade unions, bargaining councils, unfair labor practices, and the resolution of labor disputes under the LRA.

4.Sage Business Cloud Payroll Processing

  1. Entering Company Details and Managing Accounting Profiles:

    • Students learn how to set up company details within Sage Business Cloud Payroll, including company name, address, contact information, and accounting profiles. They understand how to customize accounting settings to align with the company’s financial structure and reporting requirements.

  2. Managing Cycles and Pay Periods:

    • This module covers the configuration of payroll cycles and pay periods within Sage Business Cloud Payroll. Students learn how to define pay frequencies, processing dates, and payroll schedules to ensure timely and accurate payroll processing.

  3. Setting up Benefit Funds:

    • Students explore the process of setting up benefit funds within Sage Business Cloud Payroll, including medical aid funds, provident funds, and travel allowances. They learn how to configure fund details, contribution rates, and eligibility criteria for employees.

  4. Global Payslip Definitions:

    • This module focuses on the creation and customization of global payslip definitions within Sage Business Cloud Payroll. Students learn how to design payslip templates, including the layout, content, and formatting of payslip information for employees.

  5. Creating Employee Masterfiles:

    • Students gain hands-on experience in creating and managing employee masterfiles within Sage Business Cloud Payroll. They learn how to capture employee details, including personal information, tax information, banking details, and employment history.

  6. Processing Payroll:

    • This module covers the end-to-end process of payroll processing within Sage Business Cloud Payroll. Students learn how to capture and verify payroll data, calculate earnings, deductions, and taxes, and generate payslips for employees.

  7. Setting up Medical Aid, Travel Allowances, Provident Funds, etc.:

    • Students learn how to set up and manage employee benefits such as medical aid, travel allowances, and provident funds within Sage Business Cloud Payroll. They understand how to configure benefit details, contribution rates, and tax implications for employees.

  8. Processing Fringe Benefit Transactions:

    • This module focuses on the processing of fringe benefit transactions within Sage Business Cloud Payroll. Students learn how to calculate and record taxable fringe benefits for employees, including company cars, housing allowances, and other non-cash benefits.

  9. Calculating Employees Tax:

    • Students explore the tax calculation process within Sage Business Cloud Payroll. They learn how to calculate employees’ income tax liabilities based on their earnings, deductions, tax credits, and relevant tax tables or formulas.

  10. Processing Leave Transactions (Annual, Sick, Family Responsibility, etc.):

    • This module covers the processing of various types of leave transactions within Sage Business Cloud Payroll, including annual leave, sick leave, family responsibility leave, and maternity/paternity leave. Students learn how to capture leave requests, calculate leave entitlements, and record leave balances for employees.

  11. Setting up BCEA Leave Module:

    • Students learn how to set up and configure the Basic Conditions of Employment Act (BCEA) leave module within Sage Business Cloud Payroll. They understand how to define leave types, accrual rates, and leave policies in compliance with legislative requirements.

  12. Payout of Annual Leave:

    • This module focuses on the process of paying out annual leave to employees within Sage Business Cloud Payroll. Students learn how to calculate leave balances, process leave payouts, and generate accurate leave reports for payroll processing.