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How to use the analysis options

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Summary

How to use the company analysis and employee analysis options in Sage 50 Payroll.

Description

Sage 50 Payroll contains analysis options that you can customise and use to analyse your employees.

For example, you could use these options to specify union membership, or the office the employee is based in. Once the analysis details are set up, you can report on each, or all, of the options.

Resolution

Company level analysis

  1. Click Company, then Settings.
  2. Click the Analysis tab.
  3. For each of the 20 analysis fields you can enter both a Title, and further information if required under the Value section.


Employee level analysis

The employee record includes five analysis fields that you can use to enter information for each employee.

Configure employee analysis fields

If required, you can change the name of the employee Analysis fields. This change then appears in the employee's record in the Analysis tab.

  1. Click Company, then Settings.
  2. Click the Analysis tab.
  3. Under the Employee Analysis heading, enter the new Analysis field title.
  4. Click OK to save your changes.

Enter analysis details to employee record

TIP: If you need to enter the same analysis details for multiple employees, follow the Global Changes section below.

  1. Double-click the required employee and click the Analysis tab.
  2. Enter what you'd like to record in the analysis fields for this employee. You can enter up to 30 characters in each analysis field.
  3. Click Save, then Close.

This analysis information is visible on the employee list. There are no standard reports that show this information, but if required, you can add this to existing reports. For further information about editing reports in Sage 50 Payroll, visit our report designer - the basics guide.


Global changes

If required, you can add analysis details for multiple employees at once using global changes. You can also use Global Changes to clear the text in employees' analysis fields.

Set Analysis field

  1. Select the required employees on your employee list.
  2. Click Tasks then Global Changes.
  3. Click Analysis, then click the relevant option:
    • For example, Set 'Analysis 1' To...
  4. Enter the text you'd like to set in the Analysis field, then click OK.
  5. Check the number of employees selected is correct, then click Yes.
  6. Click OK.

Clear Analysis field

  1. Select the required employees on your employee list.
  2. Click Tasks then Global Changes.
  3. Click Analysis, then click the relevant option:
    • For example, Clear 'Analysis 2'
  4. Check the number of employees selected is correct, then click Yes.
  5. Click OK.

 


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