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Opera II Payroll & HR
Pegasus Opera II Payroll & HR is the ideal solution for small to medium-sized businesses. It has been designed to ensure that complicated Payroll procedures are simplified and performed automatically. Payroll is available as a standalone module or combines with the other modules available for Opera II. The Payroll module links seamlessly to Personnel and P11D Organiser, available as part of the Opera II financial management and business solution from Pegasus.
HMRC Accreditation
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Opera II has been checked and meets the requirements of the HM Revenue & Customs Payroll and Quality Standard. It also incorporates online filing via the Government Gateway, by Internet or EDI. |
Functionality Summary
- Multi-user, with Company and Group password control and menu level access restriction
- Links to the Nominal Ledger, Cashbook and Costing Financial modules of Opera II
- Definable cheque and payslip designs to suit Company stationery requirements
- Create unlimited Companies with unlimited employees per Company
- Weekly, fortnightly, four weekly and monthly paid employees can be maintained all in one company
- Employee profiles for efficient employee record creation
- Employee payment details and payslip images can be retained for up to 999 pay periods
- Payslips from past periods can be reprinted at any time
- Employees can be paid via BACS, reducing the time and costs required to process payments
- Submit Year-End Returns via the Government Gateway using the Pegasus Online Filing Manager
- In-Year P45(1), P45(3) and P46 file generation for online submission using the Online Filing Manager
- Filtered Historical employee record processing to current legislative bandwidths
- Automated Director's National Insurance calculations
- Multiple Pension Scheme management
- Track report on key field changes for the Payroll year using the Audit Log
- Backup and Restore facility
- Fully automated SSP, SMP and SPP (Birth) processing and reporting, with complex legislation built in
- Automated Attachment Orders processing and reporting
- Retrospective NI code changes with automatic adjustment value calculation and processing
- Caters for Holiday pay across year-end
- Remote Timesheet entry facility
Employee Records
- Address, bank details and holidays
- Tax and National Insurance To-Date details
- Payments and deductions - permanent and temporary values, retained units and rates, zero this period facility
- Quick calculation - showing net pay, total deductions and NI'able earnings
- Retained History with payslip image drill down
- Employee photograph attachment
- Ability to embed documents, spreadsheets etc, via OLE technology
Reports
- Departmental reporting
- Payslip, cheque and BACS list generation
- P35, P14 and P60 End-of-Year reports
- P45(1), P45(3) and P46 In-Year reports
- P11 Deductions Working Sheet
- P32 employer's Payment Record, with payment and funding recording and multi-company consolidation
- This Period and To Date summaries
- Comprehensive statutory payments, Attachment Orders and pension contribution reports
- Additional Reporter module available, for the creation of your own reports
Pensions
- Mixed Pension schemes per company
- Stakeholder Pensions
- Fixed amount
- Percentage of definable figure
- Group Personal Pension
- COMP
- COSR
- Freestanding AVC
- Up to three different LEL/UEL criteria
Personnel Records
- Employee diary showing sickness, holidays, maternity and compassionate leave, and training
- Variable employee working patterns reflected within the diary
- Accurate days, hours and minutes event recording and analysis
- Keep records for up to 99 years, including job changes and salary updates
- Pro-rata holiday entitlement and holiday carry-over
Help
- Comprehensive, context senstive help
Extended Information Sources
- Export information to Microsoft products such as Word and Excel
- Send reports via e-mail
- Payroll administrator and management reports delivered via e-mail
- Regularly notify staff of remaining holiday entitlement automatically by e-mail
- Automatically notify managers of Payroll requirement by e-mail
Payroll & HR: Features at a glance
Payroll
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 |
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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 |
Personnel
Employee Diary |
Records sickness, holiday, maternity, compassionate leave, absence and training, in days, hours and minutes, for each employee |
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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 |
Online Filing Manager
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 |
P11D Organiser
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 |
Online Filing
In the 2006/2007 tax year, there were over 20,000 Pegasus submissions totaling over 1,000,000 P14s. As experts in online filing, we have compiled a series of resources for Pegasus customers and all companies who want to know more about this Government initiative.
Pegasus Online Filing Guide
HM Revenue & Customs (HMRC) has set online filing guidelines for you to follow; the Pegasus Online Filing Guide is intended to provide you with easy to understand Government information you can refer to whenever you need. Reviewed and validated by HMRC, the Pegasus Online Filing Guide is an invaluable resource that contains facts, figures and other useful information, including:
- Internet resources
- Deadlines
- Which Returns should be filed online
- Government tax free incentive payments
Pegasus Online Filing Manager
Online filing is more efficient and convenient than paper filing, and submitting your Annual Returns using Pegasus Online Filing Manager makes it even easier.
Pegasus Online Filing Manager comes as standard with Opera II Payroll & HR. It's intuitive, accurate and uses the information already generated via normal payroll processing, removing the need to re-key data.
Furthermore, Pegasus Online Filing Manager was the first professional application to gain HMRC Quality Standard - a mandatory standard for online filing which checks the validity of your data prior to the electronic submission.
Please refer to the Payroll & HR section for further details.
HMRC Assistance
HMRC has a number of useful contacts for help with online filing:
- Visit www.hmrc.gov.uk/payeonline
- Call the Employers' Helpline on 0845 7143 143
- Call the Online Services Helpline on 0845 6055 999
- Refer to your Employer’s Budget CD-ROM. Further copies of this can be obtained from the Employers' Order Line on 0845 7646 646
Pegasus P11D Organiser
Pegasus P11D Organiser is our most advanced and powerful system for managing expenses and benefits to-date. Designed by experienced ex-HMRC Compliance Officers with a view to eliminating exposure to incorrect or late returns, the software can be used throughout the year as an expenses and management system providing an accurate audit trail of every individual item of benefit and expense.
Features
- HMRC Approved P11D / P9D / P46 (car) facsimiles
- Automatic P11D or P9D form calculation and production
- Complete HMRC reference manuals included in the comprehensive Help files
- Electronic and file-by-Internet submission to HMRC
- Calculates extended Class 1A NIC provisions and VAT on fuel scale charges by cost centre and period
- Archives data and rolls forward across tax years
- Advanced criteria searching and filtering, with ad-hoc employee group creation
- Batch allocation of common benefits and expenses
- Easy capture of business and private mileage
- Customisable benefit and expenses categories
- Dispensation legislation built in
- User-friendly import wizards
- Processes S198 Claims for business mileage
- Benefit alignment wizards for starters and leavers
- Integration with Opera II, Opera & Capital Gold Payroll
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