Set up your company and payroll details
Description

Before you add your employees and process their pay, you can save time by setting up your company information and settings.

You can then assign this information to your employees as you create their records.

To find out more about each section below, just click the link.

TIP: Need to increase your licence to set up a new company? - Leave your details and we'll be in touch.

Cause
Resolution

Install the latest software update

If you haven't done so already, install the software or upgrade to the latest version. Use our guide to download and install Sage 50 Payroll.

Company settings

You can enter the details and settings specific to your company, all in one area. For example, enter your company address details, set your company retirement age and specify whether you're eligible for small employer's relief and employment allowance. Use our guide to enter your company settings.


Submission settings

Before you can send or receive information to HMRC, you must register with them and create a Government Gateway account. If you haven't already, register your details at http://online.hmrc.gov.uk

Once you have your details, enter your e-Submission settings into your payroll software.


Holiday schemes

You can record your employees' holiday entitlement and track how many days or hours they take. Set up the required holiday schemes and assign them to your employees.


Add your existing employees

When you move to Sage 50 Payroll, enter your existing employees' details into your software. As part of this, create employee records and enter any year to date values. Use our guide to add an existing employee.


Pensions Module

When you first access the Pensions Module, you need to get set up for automatic enrolment.  Find our more in our Sage 50 Payroll Pensions Module guide.


What's next?

Once you've completed your company settings, you can start processing your Payroll. Visit our Help Centre for support every step of the way. Visit our Help Centre.

  [BCB:128:Limitless - 50 Payroll - Company Settings:ECB]
Steps to duplicate
Related Solutions