HM Revenue & Customs (HMRC) Payroll Standard

The Opera II Payroll has been tested and accredited by HMRC

Multi-Company Processing

Create one to unlimited companies

Multi-Group Processing

Create up to 36 Payroll Groups per company.
Access to Groups may be controlled by password and can have different payment frequencies and unlimited employee records

Number of Employees

Create one to unlimited employee records

Employee Profiles

Streamlines the creation of employee records as it applies employee characteristics that can be assigned to a Group of employees or to an individual employee

Payments & Deductions

Create up to 999 Payments and Deductions

SSP, SMP & SPP (Birth) Processing

Automated, with complex legislation built in

NI Adjustments

Perform retrospective NI adjustments

Directors NI

Calculation based on date of appointment

Pay Methods

Includes a wide range of payment methods including BACS, Cheque and Cash

Advanced Pension Management

Create multiple Pension Schemes, including stakeholder, personal, group personal, COMP or COSR, FAVC and COMB, with full reporting capabilities

In-Year Forms

P45 (1), P45 (3) and P46 reporting and file generation, for submission to HMRC via the Online Filing Manager

P11 Reporting

Automated and designed to replicate the Deductions Working Sheet. Includes detailed and summary option with period range and tax year selection

P32 Processing

Automated and designed to replicate the Employer's Payment Record. Includes monthly or quarterly payment recording, funding, total value drilldown and multiple company consolidation

End Of Year Returns

Generate EOY Return Files for submission via the Online Filing Manager with P60 generation

Student Loans

Automated, with deductions calculated in accordance with the current legislative threshold and percentage amounts

Attachments

Attach multiple files (eg spreadsheet, Word document) to an employee record

Holiday Pay

Process Holiday Pay based on average earnings or an accrued amount

Attachment Orders

Automated, with deductions calculated in accordance with current legislation

Payroll History

Transaction history and payslip images retained for up to 999 pay periods

Transfer

Transfer an employee from one payroll group to another or change the employee reference

Override Tax/NI

Override an Employees Tax/NI system calculation when circumstances dictate

Global Holiday

Provides the facility to place a Group of employees on holiday

Employee Picture

Assign a photograph to an employee record

Payroll Analysis

Analyse payroll values by payroll group, employee, payroll department, Nominal Cost Centre, Department and Project

Integration

Integrates with the Nominal Ledger, Cashbook and Costing with real-time or batch update and transfer

User Definable
Views

Define Payroll Views with up to six levels of analysis, apply criteria filtering and graphical representation. Report across pay periods with full transactional drilldown and easy export facilities to Microsoft Excel

Historical
Employees

Allows access to historical employee information, including payslip images and the ability to easily re-instate an employee record if required

Global Updates

Perform updates of rates and values across the Payroll, with the option to print pay rise slips and a full audit trail

Audit Log

The audit log records all key field changes made throughout the tax year

Comprehensive Reporting

An extensive range of reports are provided as standard

Customisable

The Payroll can be customised to suit the specific requirements of your business

Context Sensitive Help

Comprehensive and easy to use Help facilities

Employee Diary

Records sickness, holiday, maternity, compassionate leave, absence and training, in days, hours and minutes, for each employee

Working Patterns

Define variable Working Patterns for a group of employees or an individual employee, with the option to ignore Bank Holidays. Working patterns are reflected in the employee diary

Pro-rata Holidays

Pro-rata holiday entitlement can be calculated and displayed within the employees diary, with a holiday carry over facility

History

Retain personnel records and transactions, including job and salary changes, for up to 99 years

Attachments

Attach multiple files (eg spreadsheet, Word document) to an employee record

Audit Log

The audit log records all key field changes made throughout the tax year

Global Salary Changes

Process updates for salaried or hourly paid employees, with immediate Payroll adjustment

Comprehensive Reporting

An extensive range of reports are provided as standard

Customisable

Personnel can be customised to suit the specific requirements of your business

Context Sensitive Help

Comprehensive and easy to use Help facilities

HMRC Quality Standard

The Online Filing Manager is accredited by HMRC. Quality Standard validation is performed on EOY Returns generated by Opera II before submission via the Government Gateway

In-Year Forms

Submit P45 (1), P45 (3) and P46 information to HMRC online via the Government Gateway

Test Submission

HMRC recommends that a test submission be performed prior to the live submission. Built in validation will ensure that the data meets HMRC Quality Standard and errors may be corrected. There is no limit to the number of test submissions performed.

Submission Status

Connect to the Government Gateway after a submission has been made to check the status of the return

Context Sensitive Help

Comprehensive and easy to use Help facilities

Benefit Sections & Sub-Types

The P11D Organiser includes statutory benefit types and descriptions. The descriptions can be amended, dispensation and default values applied and additional descriptions created

Benefit Allocation

Benefits can be attached to an individual employee, all employees or a group of employees

Integration

Seamless integration with Opera II Payroll ensures that the P11D Organiser is kept up to-date with new companies or employees, revised employee details or leaver information

HMRC Guidelines

The P11D Organiser contains current HMRC information to assist with any legislative queries

File By Internet

Submit benefit and expenses data to the HMRC via the Government Gateway, including P11D, P9D, P11D (b) and P46 (car) in-year forms

Comprehensive Reporting

Employer, employee, benefits & expenses, fleet and periodic reports are all included, with email, PDF and print facilities

Excel Integration

Predefined wizards allow users to import information directly into the P11D from Microsoft Excel, eg mileage and car information

Additional Tools

Intuitive data merge; benefit alignment and data archive routines are included. Data from previous years may be retained as required and reported on