Easy Payroll steps with Sage’s 6-Step Guide

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the sage business cloud payroll six steps guide by The Fun Accountant

Sage Business Cloud Payroll has a hidden gem that many users might not be aware of: the 6-step guide. This guide can streamline your payroll process, whether you’re a novice payroll user or an advanced one.

Officially named ‘The Pay Cycle Status,‘ this feature is incredibly handy for streamlining payroll processing.

Sage payroll cycle status by The Fun Accountant

Let’s delve into this valuable tool that can make your payroll tasks much simpler.

Watch our Video for a Detailed Walkthrough

To get an even more detailed understanding of Sage Business Cloud Payroll’s 6-step guide, be sure to watch our comprehensive video on YouTube. This video takes you through each step of the ‘Pay Cycle Status’ feature, showing you exactly how to streamline your payroll process, whether you’re just starting out or are already an advanced user.

You’ll see firsthand how this feature can simplify your payroll tasks, making the entire process simpler and stress-free.

Don’t miss out on this valuable resource—click the link below to watch the video and unlock the full potential of Sage Business Cloud Payroll.

Navigating to the Payroll Dashboard

Upon logging into a cycle, users are greeted with a comprehensive dashboard. This page provides a snapshot of

  • the number of employees,
  • a monthly calendar, and
  • other pertinent information.

One of the most helpful features here is the ‘Pay Cycle Status,‘ found as you scroll down the page. This feature includes 6 steps designed to guide users through the payroll process, making it particularly valuable for those not very experienced with payroll tasks.

The 6-Step Guide

Six step payroll guide by The Fun Accountant

Let’s quickly review these steps and see how this guide can assist you during the payroll process.

Step 1: Company

The first step is simply labelled ‘Company.’ Here, users have the option to add a new company and view company details.

Sage business cloud payroll guide step one by The Fun Accountant

Additionally, this section highlights the ability to set up benefit funds, or retirement funds in South Africa.

Step 2: Cycles and Manage Pay Periods

The second step, Cycles and Manage Pay Periods,’ allows users to manage their pay periods. This step ensures that all pay periods are correctly configured and managed, providing a solid foundation for payroll processing.

Sage Business Cloud Payroll guide step two by The Fun Accountant

Step 3: Employee

In the third step, labelledEmployee,’ users can view employee details and add new employees.

Sage Business Cloud Payroll Guide Step three by The Fun Accountant

This step is crucial for maintaining up-to-date employee records, which are essential for an accurate payroll run, and the timely payment of salaries to employees and other third parties like SARS, UIF, and COIDA.

Step 4: Setting Up Leave

The fourth step involves setting up leave according to company policies and in compliance with the Basic Conditions of Employment. This ensures that all leave is accurately tracked and managed.

Sage Business Cloud payroll guide step four leave setup by The Fun Accountant

Step 5: Managing Payroll

In the fifth step, users manage the payroll. Sage automates this process, eliminating the need for manual payroll calculations.

Sage Business Cloud Payroll guide step five manage payroll by The Fun Accountant

This step includes access to reports, ACB, and Netcash setups, ensuring seamless integration from payroll processing to the actual payment of salaries into employees’ bank accounts.

Step 6: Finalising Payroll

The sixth and final step in the payroll process includes:

  • posting accounting journals,
  • submitting UIF declarations,
  • issuing payslips, and
  • generating monthly reports.
Sage Business Cloud Payroll guide step six finalise by The Fun Accountant

In this step, users will notice the ‘Next’ button turns pink and is renamed ‘Roll Over,’ signaling that once these tasks are completed, they can move forward to the next payroll period. This cycle continues, with the process repeating: adding new employees, updating leave records, processing payroll, conducting reporting, integrating to accounting systems, and rolling over—cycle after cycle.

Making the Most of Sage Business Cloud Payroll

And there you have it—the complete 6-step guide to simplify your payroll process with Sage Business Cloud Payroll. If you found this guide helpful, be sure to check out detailed articles on Sage’s pricing and features to make the most informed decision for your business.

Thank you for reading! If you have any questions or need further assistance, leave a comment below, and the team will be happy to help. Until next time, happy payroll processing!

Sign Up for a 30-Day Free Trial of Sage Business Cloud Payroll

Ready to streamline your payroll process and experience the benefits of Sage Business Cloud Payroll firsthand?

Sign up now for a 30-day free trial and discover how the 6-step guide can transform your payroll tasks. This trial gives you full access to all the features, including the powerful ‘Pay Cycle Status,’ so you can see how it simplifies and enhances your payroll management.

Don’t miss this opportunity to make your payroll processing more efficient and hassle-free. Click the link below to get started and take the first step towards better payroll management today!

Sage Payroll 30-day-free trial by The Fun Accountant.

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Picture of Louis Munro

Louis Munro

Louis is the founder of The Fun Accountant. He is a Chartered Accountant and holds two post graduate degrees in Accounting and Business Economics.

Louis qualified in 2003 and works with a selected clients on accounting projects and advisory services.

He specialises in cloud accounting, paperless businesses to reduce administrative tasks and increase efficiency. Louis creates solutions for people and share his experience and knowledge from accounting, entrepreneurship, internet marketing and mindset aspects humans have to deal with on a daily basis.

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