Contents

Chapter One: Getting Started. 5

Quick Start Guide. 5

Introduction. 5

Installation. 5

Installation from a CD.. 5

Installation from the Internet 5

Running Payback. 6

Documentation. 7

Chapter Two: How Payback Works. 8

The User Interface. 9

Classic Mode. 11

Report Tool Bar 12

Selecting a Period in a Report 12

Buttons at the top of the screen. 14

Company Screen. 14

Employee Screen. 15

Payroll Screen. 16

Year View Screen. 17

Reports Screen. 18

Options Screen. 18

Users Screen. 19

Audit Log Screen. 19

Entering and editing Information. 20

Entering and editing data in Grids. 21

Using lists. 22

Special Text Entry. 24

Selecting a PRSI Class. 24

Selecting a Company. 24

Selecting an Employee. 25

Selecting Bank Information. 25

Chapter Three: Setting up a company. 26

Using Wizard Mode for Company Details. 27

Contact Details. 28

Cost Centres and Departments. 28

Bank Details. 29

Pay Details. 30

Company Elements. 32

Company Voluntary Deductions. 33

Company Wizard Finish. 34

Using Classic Mode for Company Details. 36

Contact Details. 36

Cost Centres and Departments. 36

Bank Details. 37

Pay Details. 38

Company Elements. 39

Company Voluntary Deductions. 40

Adding, editing and deleting companies. 42

Chapter Four: Setting up Employees. 43

Using Wizard Mode for Employee Details. 44

Contact Details. 44

Pay Details. 45

Employee Elements. 46

Employee Voluntary Deductions. 49

Employee Year To Date and Tax Details. 52

YTD Totals (Year to Date Totals) 53

Employee PRSI Details. 54

Employee Paypath and Bank Details. 55

Employee Wizard Finish. 56

Using Classic Mode for Employee Details. 56

Contact Details. 56

Pay Details. 57

Employee Elements. 58

Employee Voluntary Deductions. 60

Employee Year To Date and Tax Details. 62

YTD Totals (Year to Date Totals) 63

Employee PRSI Details. 64

Employee Paypath and Bank Account details. 64

Multiple Payment Methods (Split Pay) 65

Adding, editing and deleting employees. 66

Chapter Five: Paying employees. 68

How to pay an employee. 68

Features of the Payroll screen. 69

Payment Details. 70

Payroll Tabs. 70

The Elements Tab. 71

The Deductions Tab. 71

The Payslip Tab. 72

The History Tab. 73

The Split Tab. 73

Saving Payroll Information. 75

Paying Employees. 75

Paying Employees all at once. 75

Rewinding Payments. 75

Chapter Six: Disability Benefit, Benefit in Kind, Holidays and Leave. 77

Setting up Holidays. 77

Paying a Part Time Employee for a public holiday. 77

Setting up Benefit in Kind. 79

Paying Disability Benefit 80

Chapter Seven: Pensions, loans and other Voluntary Deductions. 83

Setting up a Pension. 83

AVC, RAC and PRSAs. 83

CIF Pensions (Construction Industry Federation) 84

Setting up a Loan. 86

Setting up a Voluntary Deduction. 87

Chapter Eight: Year View Mode. 89

How to pay an employee in Year View.. 89

Features of the Year View Screen. 90

Payment Details in Year View. 91

Payroll Tabs in Year View. 91

The Elements Tab in Year View.. 91

The Deductions Tab in Year View.. 92

The Payslip Tab in Year View.. 92

The History Tab in Year View.. 93

The Split Tab in Year View.. 94

Saving Payroll Information in Year View.. 95

Paying Employees in Year View.. 96

Paying a full year for an Employee. 96

Rewinding Payments in Year View.. 96

Rewinding a Full Year in Year View.. 96

Chapter Nine: Reports. 97

Introduction. 97

Paypath Report 98

Tax Deduction Card. 102

Chapter Ten: Backup, Restore, Upgrading and Importing. 103

Backing up your data. 103

Restoring old data. 104

Importing Tax Credits. 106

Chapter Eleven: Multiple Users and network system.. 107

Introduction. 107

Setting up users. 107

To Add a new user 107

Returning to single user mode with no password. 108

Setting up Payback on a Network. 109

Chapter Twelve: Administration. 110

Registering Payback. 110

Setting up the Cheque format 111

Preferences. 112

Switch Off Audit Log. 112

Switch Off Auto Loan. 112

Round Cash Payments to Nearest Euro. 113

Ignore Insurable weeks for Monthly PRSI 113

Payslip Format 113

Set Database Location. 113

Chapter Thirteen: Year End Processing. 115

Chapter Fourteen: Frequently Asked Questions. 116

Chapter Fifteen: Contact information. 118