Introduction

-Discussion on Payroll Administration, General HR Practice and Income Tax

-General overview of Belina Software, logging in and Menu Navigation

-Video Tutorials or Getting Started Manual

Tax

Discussion on the following issues concerning Tax in the Payroll:

-Tax Methods

-Allowable Deductions

-Taxation on Bonus

-Tax Credits

-Benefits and allowances (possible inclusion of gross up)

-Tax on Retrenchment Packages

-Tax settings

-Tax on irregular versus regular earnings

File

* Creating a Payroll

Explanation of fields and options on creating a payroll

Edit

*Setting up and modifying

Setup

*Setting up and explanation of global payroll parameters:

Employee Master

Tabs in the Employee Master Record:

Other essentials

-Discharging and Re-engaging an employee

-Suspending an employee

-Engaging employees on contract and full-time with probation

*With thorough explanation on the various Employment types, Payment basis, payment methods, bank and tax details

Medical Aid

Set up the known Medical Aid Schemes and the corresponding details:

Medical Aid Schemes

-Setting up the Schemes and relevant member contributions

Employee Master

-Inserting the relevant contributions applicable per employee

Transaction Codes

Setup the known transaction codes that will be used, including:

Know how to:

Processing

Overview of:

Standard transactions:

Calculation Routine

Reports

Explanation of:

Standard Reports to print

Overview of reports menu:

Setup of ThirdParty reports:

*The standard reports include payslips, payslip summary, period journal, bank transfer or receipts schedule, leave summary, Medical Aid, NSSA (also NEC where applicable) and PAYE reports

Utilities

EDI Bank Transfer

Other Exports (as necessary)

Period End

Statutory Files Export

General