Opera 3 Payroll & HR solution
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1 Opera 3 Payroll & HR solutio
2 Opera 3 Payroll & HR from Pegasus Award-wiig Opera 3 Payroll & HR from Pegasus has HMRC PAYE Recogitio ad is full of automated procedures to take the strai out of processig your payroll ad help you comply with complex tax, pesio ad employmet legislatio. Apart from hadlig all your day-to-day tasks, Opera 3 Payroll caters fully for auto erolmet of pesios ad goes eve further, offerig salary sacrifice ad itegratio with pesio providers such as NEST ad NOW: Pesios, esurig all your requiremets are covered. I additio, by haressig web ad techology, it helps reduce your costs ad admiistrative burde. Routie tasks simplified Processig multi-compay, multi-frequecy payrolls, ad maually processig statutory requiremets ca be timecosumig ad lade with complicated legislatio. Opera 3 Payroll will help you save time ad reduce errors i day-to-day processig. It ll simplify procedures such as establishig a employee's statutory materity pay etitlemet, multiple pesio schemes with variable percetage ad fixed amouts, or retrospectively chagig a Natioal Isurace code with the employer or employee adjustmet calculated immediately. Statutory record-keepig ad reportig is made simple with automated P32 Processig. You ca record paymets ad fudig, cosolidate P32 iformatio from multiple compaies, prit ad edit iformatio. You ca also produce detailed or summarised P11 reports with period ad tax year rages ad re-prit payslips with up to 999 periods retetio capabilities. You ca defie your ow Views ad iterrogate ad drill dow o curret or historical paymet ad deductio values for ay rage of employees i just oe process, with up to six levels of aalysis ad full criteria filterig. Opera 3 Payroll & HR also allows full graphical represetatio of iformatio ad provides the ability to export to MS Excel ad Word. It s scalable Opera 3 Payroll & HR is ideal for compaies of widely varyig sizes, from fewer tha 10 employees right through to over 25,000 employees, it's that powerful. Its multi-compay capability, coupled with ubeatable speed of processig, meas that it's equally at home i a payroll bureau. Opera 3 Payroll & HR is available as a stad-aloe system, or it ca be itegrated with the complete Opera 3 solutio which ecompasses fiacial ad supply chai maagemet, CRM, busiess itelligece ad documet maagemet, to deliver ubeatable iter-departmetal itegratio ad kowledge-sharig across the etire busiess. It's customisable We uderstad that every busiess is differet so we have desiged Opera 3 Payroll & HR to be customisable to meet your requiremets. Forms ca be chaged, coditios added to fields ad meu structures modified. This meas that you ca beefit from a payroll solutio that ca be tailored to meet your exact requiremets ad realise a greater retur o ivestmet.
3 All the fuctioality you eed Submit Real Time Iformatio From employee creatio to paymet processig ad Real Time Iformatio (RTI) submissios, Opera 3 Payroll & HR is the solutio you ca rely o for worry-free processig compliat with all the latest legislative chages. It caters for the submissio of Real Time Iformatio to HMRC, icludig the Full Paymet Submissio (FPS) required for each pay period. The FPS file is created as part of the payroll process ad cotais iformatio o Tax, Natioal Isurace ad other paymets ad deductios from a employee, as well as ew starter ad leaver iformatio. All RTI submissio files adhere to HMRC specificatios. A importat RTI requiremet is to esure employee data is accurate. Opera 3 Payroll & HR has data cotet validatio ad built-i itegrity checks that will help miimise the potetial for icorrect iformatio. All of which meas that Opera 3 Payroll & HR will offer you the peace of mid that comes from kowig you have all the fuctioality you re likely to eed, i a user-friedly format. Everythig you eed for auto erolmet of pesios Opera 3 Payroll offers auto erolmet fuctioality as stadard, automatig may of the processes ivolved ad makig it easier for you to fulfil your auto erolmet obligatios. The Calculatio fuctio i Opera 3 Payroll will assess employees for auto erolmet based o age ad earigs ad will determie whether they are a eligible jobholder, a o-eligible jobholder or a etitled worker. Various auto erolmet tasks, such as automatically erollig employees ad assigig them to a pesio scheme, or postpoig employees, ca be performed o either a idividual or a global basis. Further key fuctioality icludes the ability to record the employer s stagig date ad the earigs thresholds that determie whether a employee should be automatically erolled. Opera 3 Payroll ca also record the various statutory settigs required for auto erolmet as defied by The Pesios Regulator, ad caters fully for cyclical automatic re-erolmet. Employers ca record various types of employee iformatio, such as auto erolmet category (eligible jobholder, o-eligible jobholder etc), auto erolmet status (auto erolled, opted out etc) ad various dates, such as the date the employee was auto erolled. Opera 3 Payroll also provides all the reportig tools ad reports you ll eed to fulfil your auto erolmet duties, icludig record-keepig. Reports automatically iclude details related to auto erolmet. Itegratio with pesio providers Two popular pesio providers with employers whe implemetig auto erolmet are NEST (Natioal Employmet Savigs Trust) ad NOW: Pesios. Both are large providers who offer qualifyig pesio schemes, ad NEST i particular has bee set up with a public service obligatio to accept ay employer who wishes to use it for auto erolmet. If you decide to use NEST or NOW: Pesios, Opera 3 Payroll offers the optio of itegratio with those pesio providers. This itegratio allows you to easily create employee iformatio ad cotributio files ready to submit to the pesio provider. For itegratio with other pesio providers, the Pegasus Solutios Marketplace offers a wide rage of add-o solutios. 3
4 Ad much more besides payslips ad P60s The cost of pritig ad postig payslips ad the admi time ivolved ca be a cosiderable overhead for every busiess regardless of size, ad especially those that ru differet payroll frequecies. For larger compaies such overheads are icreased due to larger umbers of employees, but proportioally the cost is also high for smaller compaies, who have to allocate more limited resources to the task. Opera 3 Payroll offers the optio to payslips ad P60s to employees. It s a feature that comes as stadard with the solutio ad ca make paper payslips ad P60s a thig of the past. You ll o loger eed to procure the relevat statioery, dedicate admi time or icur postage costs; at the click of a butto, payslips ad P60s ca be delivered to the employee s ibox as a password-protected PDF documet. ig payslips to employees does t just make the payroll ru more efficiet ad cost-effective for your busiess; it has beefits for employees too. Employees ca save ad access all their payslips ad P60s electroically, ad prit or re-prit them at the click of a butto wheever required. Of course, if paper payslips ad P60s serve your compay better, you ca cotiue to produce them. Or you ca use a combiatio of the two, with payslips for some employees ad prited payslips for others. Salary sacrifice Auto erolmet of pesios is placig a ew fiacial burde o employers who did ot previously offer pesio schemes. Salary sacrifice is a optioal scheme that ca help offset some of those costs, ad ca therefore be fiacially beeficial for both employers ad employees. Whe a employer implemets salary sacrifice, employees are asked to exchage part of their salary with o-cash beefits which ca iclude pesio cotributios, childcare vouchers, cycle schemes, travel ad others. Whe a employee's remueratio chages from cash, for which tax ad NI cotributios are due, to o-cash beefits, which are wholly or partially exempt from tax ad NI cotributios, the amout of tax ad NI the employer deducts ad pays to HMRC agaist the employee's remueratio package is reduced. To help employers who wish to implemet salary sacrifice, Opera 3 Payroll icludes salary sacrifice fuctioality as stadard. This fuctioality caters for both pesio ad o-pesio beefits. Salary sacrifice iformatio is prited o the payslip. Pesio salary sacrifice values are icluded i pesio cotributio reports ad pesio cotributio files, ad show o the Employee History form. SEND PAYSLIPS BY PAYROLL PROCESSING: PAYMENTS & DEDUCTIONS
5 Persoel Part of Opera 3 Payroll & HR, Persoel helps you maage all employee-related processes coverig recruitmet, retetio, traiig, discipliary actios, abseteeism, job chages ad salary updates. Records variable workig patters assiged to employees Records details of abseteeism icludig reasos (sickess, holidays, materity leave ad compassioate leave) Abseteeism is held i days, hours ad miutes with drilldow facility Diary optios iclude pritig whole year, curret moth or specific trasactios with drilldow facility Audit Log helps track all chages Reportig Opera 3 Payroll & HR cotais a extesive rage of stadard reports. I additio, Pegasus XRL provides the ability to desig i-depth custom reports ad aalysis by likig Opera 3 with Microsoft Excel. Departmetal reportig Payslip, cheque ad BACS list geeratio Ed-of-Year reports I-Year reports P11 Deductios Workig Sheet P32 employer's Paymet Record, with paymet ad fudig recordig ad multi-compay cosolidatio This Period ad To Date summaries Comprehesive statutory paymets, Attachmet Orders ad pesio cotributio reports Pegasus P11D Orgaiser: complete expese ad beefit maagemet Maually trasferrig iformatio from oe applicatio to aother, or oto a paper form, will ievitably result i mistakes. That s why Opera 3 Payroll & HR itegrates with P11D Orgaiser, providig a maagemet ad reportig tool for beefits ad expeses. P11D Orgaiser is t just a 'form-filler'. It s bee desiged to assist i the maagemet ad collatio of P11D, P9D ad P46 car iformatio throughout the year ad ot simply at the crucial year-ed. It produces HMRCapproved forms for submissio, with capabilities for olie filig. Customisable beefits ad expeses ca be associated to a idividual or group of idividuals Dispesatio legislatio is built i Extesive employer, employee, fleet, periodic ad Beefits ad Expeses reportig Form ig facilities User-friedly import Wizards Year-ed ad beefit aligmet tools 5
6 Pegasus Web Xchage Pegasus Web Xchage provides a secure ad easy way to access Opera 3 data o the go, ay time, aywhere ad o a umber of devices. Payroll Self Service via Pegasus Web Xchage Usig Pegasus Web Xchage, the Payroll Self Service applicatio itegrates with Opera 3 Payroll to offer employees remote access to their payslips ad P60s, persoal data, pesio iformatio, absece details ad holiday etitlemet. This access ca be Read Oly, or permissios ca be give so that employees ca update some of their ow iformatio such as their persoal details, photograph, cotacts, educatio records ad bak accout iformatio. By empowerig employees i this way, you are reducig admi time ad savig time ad moey o pritig, postig ad re-pritig payslips ad P60s. Payroll Self Service is quick ad easy to use ad employees do t eed to be users of Opera 3 to access their data. Moreover, the itegrity of your data remais secure, as all chages are subject to approval by the maager. Key features: Employees have secure electroic access to their payslips ad P60s at ay time. Payslips ad P60s ca be made available olie or prited. HMRC-approved ep60 report. Employees have better visibility of their pesio iformatio Batch creatio of users for rapid deploymet. Automatic geeratio ad distributio of user passwords upo iitial setup. Passwords ca easily be reset later. Employee permissios ca be set to No Access, Read Oly or Read/Write. Subject to permissios, employees ca remotely access ad amed persoal details, photograph, cotacts ad educatio records. They ca also access their pesio iformatio, bak accout iformatio, holiday etitlemet ad absece details. Authorisatio routie allows a maager to approve pedig updated employee details. Itegratio with Notificatio Services alerts a maager to pedig requests. Full Audit Log of chages requested from Payroll Self Service. The website admiistrator ca sed a to sigle or multiple recipiets, schedule a to be set at a give date ad time, ad re-sed all or failed s. Timesheets via Pegasus Web Xchage Itegratig with Opera 3 Payroll & HR, Timesheets allows employees to eter ad review their timesheets from ay locatio that has iteret access, usig their device of choice. Office-based staff ca equally use this simple ad highly accessible timesheet recordig system to maage their time ad activities efficietly. With a timesheet etry facility that s itegral to Opera 3, there s o more eed for the payroll team to import umerous timesheets i spreadsheet format every time they perform a payroll ru. For added flexibility, ay employee ca be defied as No Payroll Update, which meas that they ca eter timesheets but these will ot be trasferred to Opera 3 Payroll. This is useful if the employee is salaried ad does ot get paid based o hours worked. Key features: Employees do t eed to be users of Opera 3 to use the Timesheets service Timesheets ca be pre-populated with the employee s usual activities Create Projects ad Tasks agaist which time ca be posted No-project time, such as holidays, ca also be posted Time ca be posted agaist overtime ad usociable hours i order for the correct paymets to to be calculated Hadles timesheets for subcotractors that are ot paid via the payroll Timesheet maagers ca approve or reject timesheets Rejected timesheets ca be ameded by the employee ad re-submitted
7 Opera 3 Payroll & HR highlights HMRC PAYE Recogitio. Submit Real Time Iformatio (RTI) to HMRC. Fully automated calculatio of SSP, SMP, SPP, ShPP ad SAP, with complex legislatio built i. Directors NI with actual start date precisio. NI adjustmets. Accommodates retrospective NI chages Hadles Appretice ad Youg Perso s employer s NI Advaced pesio processig, icludig qualifyig auto erolmet pesio schemes, stakeholder ad group persoal pesio schemes with full reportig. Task Scheduler i Opera 3 allows you to schedule data back-ups ad other routie tasks to ru outside busiess hours to miimise disruptio. P32 processig, cosolidatio ad paymet recordig. Fully automated Attachmet Order processig ad reportig. Holiday Pay Accruals ad Holiday Pay Averagig. Global paymet ad deductio chages based o values or percetages. Automatic maagemet of Studet Loa repaymets for both Pla 1 ad Pla 2 View historical leavers at the touch of a butto, with access to history ad payslip regeeratio. Detailed History ad Payslip images ca be retaied for up to 999 periods. Employmet allowace. Starter ad leaver processig. Payroll Groups for differet pay periods, such as weekly or mothly. These ca be password-protected. User access may be set at Compay level, ad Payroll Groups ad processig fuctios ca be restricted. Idividual group or multi-group cosolidatio ad aalysis by cost cetre ad departmet. Weekly, fortightly, four-weekly ad mothly paid employees ca be maitaied all o oe compay Fully automated Audit Log tracks all key chages by date, user ad process for the etire payroll year. Scottish Rate of Icome Tax Available o-premise ad o Pegasus Busiess Cloud Ca be used stad-aloe or itegrated with Opera 3. Itegratio with Documet Maagemet Opera 3 Payroll & HR itegrates with Documet Maagemet for a smarter way of maagig employee documetatio. You ca capture employee documets such as P45s, drivig liceces, CVs ad job applicatio forms ad store them electroically for istat access, savig time, filig space, paper, ad the eviromet. Itegratio with fiacial maagemet Whe you use Opera 3, your fiacial maagemet, supply chai maagemet ad payroll ca all lik together to deliver a wide rage of beefits to umerous people ad departmets, brigig together your etire operatio. What's more, for compaies i the maufacturig ad costructio sectors, Pegasus provides specialist solutios that itegrate seamlessly with Opera 3. Pegasus Istat Messeger As a added beefit, with Pegasus Istat Messeger (PIM) you ca reduce the time spet respodig to dayto-day queries by employees. PIM ca be set up so that staff are automatically otified of Persoel iformatio such as remaiig holiday etitlemet ad sick days, resultig i reducig the umber of ad hoc queries. Statioery to fit Pegasus Busiess Forms provides a wide rage of payroll statioery guarateed to fit Opera 3 Payroll & HR, such as payslips, data mailer pay advices ad P60s. Visit Cotact us ifo@pegasus.co.uk Watch our video case studies at 7
8 Pegasus Software Orio House, Orio Way, Ketterig NN15 6PE T: T: +44 (0) F: +44 (0) Pegasus Software is a tradig ame of Ifor (Uited Kigdom) Limited. Registered office: The Phoeix Buildig, Cetral Boulevard, Blythe Valley Park, Solihull, West Midlads, B90 8BG. Registered i Eglad No Feb/15
Opera 3 Payroll & HR solution
Opera 3 Payroll & HR solutio Opera 3 Payroll & HR from Pegasus Award-wiig Opera 3 Payroll & HR from Pegasus has HMRC PAYE Recogitio ad is full of automated procedures to take the strai out of processig
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