Installation | Procedures | File Formats

Operational Procedures

Make sure that you have updated Sage Payroll from the previous week and have taken a backup after updating the records..

1. Exit out of Sage Payroll.
2. Export the weekly time sheet information from the Oxford Software Flatfile program.
3. Click on to the payroll link and START the import routine. This will import the data into Sage Payroll. On completion of the import routine it should display import successful.
4. Exit out of the Payroll Link.
5. Log on to Sage Payroll.
6. Change processing date to the correct payroll date.
7. Highlight employees that you wish to pay.
8. Check - enter payments that all payments are correct.
9. Produce pre update reports (payslips and payment summary part 1 and 2).
10. Backup Data files
11. Update records.
12. Backup Data files
13. Reset Payments