Payroll Alliance Delivering practical payroll training nationwide for 30 years. Payroll Alliance Training Courses Spring

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1 Payroll Alliance Delivering practical payroll training nationwide for 30 years Payroll Alliance Training Courses Spring 2015 Early bird discount until 9 January We provide practical and comprehensive training courses. We are passionate about payroll and helping our customers to get the payroll right every time.

2 Contents Contents Introduction by Linda Pullan...3 Definition of Course Levels... 4 Routes to Payroll Alliance Qualifications... 4 Speaker Profiles...5 Payroll for Beginners... 6 Fast Track to Payroll NEW TWO DAY COURSE...7 Payroll Foundation to Tax, NI, Starters & Leavers (Can be taken as a two day standalone course)... 8 Payroll Foundation to Statutory Payments... 9 Payroll Foundation to Payroll Legalities & Practicalities BTEC Examination for the Professional Award in Payroll Administration (Payroll Foundation Day 5)...11 Payroll Foundation Course Package BTEC Edexcel Level Payroll Briefing...13 Advanced Payroll NEW COURSE FOR Advanced Statutory Payments NEW COURSE FOR Employee Rights & Employer Obligations...16 Introduction to Finance How to Get Finance to Work For You A Practical Introduction to Irish Payroll...18 Introduction to Managing Ex Pats and In Pats Payroll...19 Construction Industry Scheme (CIS) NEW PROGRAMME FOR SPRING Advanced Payroll for Global Employees...21 Advanced Practical Guide to Irish Payroll How to Manage a Project Selecting an International Payroll System Fast Track to Payroll TWO DAY COURSE Payroll Foundation to Statutory Payments...26 P11Ds, Benefits & Expenses Auto Enrolment for Agents & Bureaux Special Price...28 Spring Payroll Update 2015 NEW PROGRAMME FOR SPRING Auto Enrolment Review HALF DAY COURSE...30 Shared Parental Pay & Leave HALF DAY COURSE...31 Tax Year End & Legislation Update 2015 New Course for Working Meetings FOR MEMBERS ONLY...33 In House Training...34 Why Become a Member of Payroll Alliance? Calendar of Events...36 Calendar of Events How to Make Your Booking...38 Our Venues...38 Payroll Alliance Training Booking Form payroll.alliance@lexisnexis.co.uk Fax Course Information Tel No /9

3 Introduction by Linda Pullan Hello and welcome to Payroll Alliance s new training course brochure for spring This year Payroll Alliance celebrates 30 years of providing training to the payroll industry. We are passionate about payroll and pride ourselves on providing a wide range of courses, which are topical, informative and highly practical. Our courses are delivered by trainers who are industry specialists with many years of practical experience. Introduction There is an early bird discount of 30 off any spring one day course booked by 9 January 2015 (*excluding special student and registered charity prices). CPD Hours With payroll legislation continually changing it is important to keep up to date. This is why we are corporate affiliates of the CPD Institute and our Attendance Certificates confirm the number of CPD hours attained for each course (this excludes the Foundation E exam). Fast Track to Payroll Course The Fast Track to Payroll course proved very popular last autumn so we will continue to offer this course nationwide this season. The programme will follow the payroll processing cycle and include building up gross pay, adding a new starter to the payroll, calculating statutory sick and maternity pay then on to dealing with a leaver. The programme also includes Real Time Information and paying HMRC the PAYE charges. Auto Enrolment The number of employers joining Auto Enrolment is gathering pace. The new Auto Enrolment for Agents and Payroll Bureaux course focuses on the issues surrounding running client payrolls and auto enrolling responsibilities. The course proved very popular in the autumn so we will continue to offer this course at a special price. Helping you meet the challenge If you are looking at a global payroll strategy and want to know what options are available then the Selecting an International Payroll System course is ideal. The Spring Payroll Update 2015 is a one day course which tackles some of the thorny issues that payroll professionals face each day and includes practical advice on how to deal with them. Shared Parental Pay & Leave Shared Parental Pay and Leave is being introduced from April 2015 but some employers may have to manually calculate and process this from autumn 2014 due to early births. According to the Department for Business, Innovation and Skills, this is the most complex of all the statutory payments and leave. This course proved very popular in the autumn so we will continue to offer this nationwide. Overseas Courses We also offer four courses for dealing with overseas employees; Introduction to Managing Ex Pats and In Pats Payroll and Advanced Payroll for Global Employees, and if you are dealing with Irish payrolls then we can offer the Introduction and Advanced Irish Payroll. Our Promise Our venues are easily accessible and all located in city centres. You will find a list of venues at the back of this brochure together with a booking form. All our courses come with a comprehensive set of notes. We are committed to providing good quality training to ensure that payroll professionals work at maximum efficiency whilst keeping employer s liabilities to a minimum. Registered Charities We feel it is important to support registered charities so we offer a special low price for attending our courses of VAT for a one day course but this excludes all other discounts and special offers. Students For those of you currently studying one of our distance learning qualifications, there are a number of courses in this brochure which are offered at a special price of * VAT to students actively studying with us, as the courses would be beneficial to their studies. Students studying our short online courses; the Payroll Technician s Award and the Award in PAYE and NIC Calculations can enrol throughout the year. Those studying the Award in PAYE and NIC Calculations can attend the Payroll for Beginners course the special student price of VAT (the other courses are not relevant to their studies). The classroom courses are not compulsory for students. In House Courses All of our courses can be run on an in house basis and programmes can be tailored to your specific needs, usually at no extra charge. For further details or to discuss your requirements please call /9. Linda Pullan, Head of Payroll Alliance 2008 Winner of the Strathearn Award for Lifetime Achievement in Payroll 30 discount on any spring one day course booked by 9 January (see booking conditions) payroll.alliance@lexisnexis.co.uk Fax Course Information Tel No /9 3

4 Course Levels Definition of Course Levels The ratings are an easy way to find the right course for you. Our courses are rated from 1 (entry-level) to 4 (advanced). In the case of the intermediate and advanced courses, the ratings show you what levels of knowledge we assume you already have. We also present update courses aimed at everyone working in payroll. A brief guide follows, but do call us if you have questions about choosing the right course. Level 1 Suitable for those with little or no knowledge of payroll. Level 2 Suitable for those with some basic knowledge of payroll, which may have been obtained through working in a payroll environment or via a Payroll for Beginners course. Level 3 Suitable for those who have worked in payroll for some time, are familiar with the core procedures and concepts, and want to develop or update their technical knowledge. Level 4 Suitable for team leaders, supervisors and managers who require training on technical, legal and procedural issues. Level 4 also covers specialist courses and new regulations and procedures. Management courses Suitable for managers, supervisors and those responsible for the payroll, who need more in depth training on management issues, technical problems and new regulations. Essentials These courses are aimed at everyone in payroll, regardless of experience and are mostly courses that provide an update on procedures and regulations. Routes to Payroll Alliance Qualifications Students have the option of several approaches to the Payroll Alliance Qualifications. We can now offer more choice on a stepped approach to personal development. The graph shows the different routes to your payroll qualifications and all prices shown exclude VAT: Members receive a 10% discount on all distance learning qualifications and 15% discount on Professional Award in Payroll Administration. Award in PAYE & NIC Calculations (BTEC level 2) weeks online Payroll Technician s Award (BTEC level 4) weeks online Award in Payroll Administration provides an exemption to module 1 of the Certificate in Payroll Practice & the Diploma in Payroll Supervision Professional Award in Payroll Administration (BTEC level 4) week classroom course Advanced Professional Diploma in Payroll Management (BTEC level 5) months Diploma in Payroll Supervision (BTEC level 4) Certificate in Payroll Practice (BTEC level 4) months months months Payroll Alliance BTEC Edexcel Qualifications months months months + annual registration fee of VAT 4 payroll.alliance@lexisnexis.co.uk Fax Course Information Tel No /9

5 Speaker Profiles Linda Pullan Linda Pullan is Head of Payroll Alliance and has many years of payroll experience as a hands on Payroll & Expenses Manager for the Daily Telegraph before moving into payroll training. She spent ten years as the Education Manager for Payroll Alliance before joining Payroll World as Head of Training and Technical Editor, writing and presenting a wide range of courses. Linda rejoined Payroll Alliance in January She has been designing payroll examinations for the last 18 years. Linda is a member of a number of Employer Consultation Panels and Committees and is also a regular speaker at user group conferences around the country and holds the Diploma in Payroll Management. In November 2008, she won the prestigious Strathearn Award for Lifetime Achievement in Payroll. Linda was voted one of the top 50 most influential people in payroll by Payroll World readers for 2009, 2010, 2011, 2013 and She is also a member of the judging panel of the Pay and Benefits Awards and a regular contributor to the Pay and Benefits Magazine. Brad Chick Senior Trainer Brad Chick joined us from consulting firm Logica where he was a legislation consultant and ran internal payroll training courses. He brings a tremendous depth of experience having worked in payroll for over 40 years: 5 years for the Inland Revenue and 13 running client payrolls for a firm of chartered accountants. Brad is the first UK citizen to gain the Irish Payroll qualification. He holds the Diploma in Payroll Management. Paul Jackson Paul has over 35 years of payroll experience. He has been involved in training and presenting courses for over 25 years and has extensive knowledge of payroll software and technology. Paul has implemented computer systems for a wide range of organisations in both private and public sectors. Marcia Bowen Marcia is usually found operating the Payroll Alliance Technical Helpdesk where she answers technically complex and urgent questions but she also finds time to tutor students studying Payroll Alliance qualifications. She also presents a number of Payroll Alliance courses including the Payroll for Beginners courses. In addition, Marcia is an editor of the Payroll Alliance monthly RTI e newsletter. Having worked in payroll for over 20 years, her knowledge extends to running and managing payrolls in the private sector, mainly for professional and manufacturing companies where she has been instrumental in setting up integrated computerised P11D systems for various companies. One of Marcia s earlier roles involved providing in house training workshops for managers in PAYE and benefits in kind. Mike Evans Mike is an Employment Taxes and CIS Consultant, a former Senior Inspector of Taxes with over 40 years experience of dealing with payroll (PAYE/NIC/ P11D/PSA/Expatriate) issues and the construction industry. Mike spent the first 20 years of his career in the Inland Revenue (now HMRC) before moving to the profession, where he worked for three second tier firms over 18 years. He has been an external trainer for Payroll Alliance for the last 19 years, presenting courses on P11D Expenses and Benefits, payroll (PAYE/NIC aspects), the Introduction to Managing ExPats and InPats Payroll and Advanced Payroll for Global Employees, Construction Industry Scheme. David Keffler FCA FCCA Having qualified as a Chartered Accountant, David went on to manage the accounting, payroll & pension departments of a 180m company. He now runs his own practice which provides financial project management advice to clients by assisting them in the process of selecting & implementing financial systems. David presents the How to Manage a Project and Introduction to Finance courses. Ian Brennan Ian has extensive payroll knowledge, experience and a pragmatic approach having spent over 30 years in the payroll industry in various roles. He is currently Payroll Products Manager at Ceridian and is responsible for statutory compliance and development of front-end payroll systems in the UK. Ian holds the MSc in Payroll Management. Carol Haag Carol has over 20 years experience of HR, Payroll and Finance operations and projects in both private industry and the public sector. Carol has deep knowledge and a breadth of experience in global payroll operations and has led numerous multi-country payroll projects that have included system implementation, vendor selection, outsourcing and in-sourcing. Carol is a qualified accountant (ACMA, CGMA). Course Fees Our course fees include tuition by an experienced trainer, a comprehensive set of course notes, forms, tables & exercises relevant for the course subjects. Refreshments are provided throughout the day. Lunch is provided on all one day or multi day courses. An attendance certificate is issued to each delegate at the end of the course. Payroll Alliance is a corporate affiliate of the CPD Institute and we offer CPD hours for all our events and training courses with the exception of the Foundation BTEC exam. Speaker Profiles payroll.alliance@lexisnexis.co.uk Fax Course Information Tel No /9 5

6 Level 1 Payroll for Beginners This course is designed for someone completely new to payroll. Practical exercises are provided throughout the day to ensure that those attending the course have fully understood the essential payroll skills. The Payroll for Beginners course programme is particularly relevant to students studying the online qualification for the Professional Award in PAYE and NIC Calculations (BTEC level 2) who would like some classroom tuition to help them with their studies. This course is also offered to students studying the Certificate in Payroll Practice or Diploma in Payroll Supervision if they are new to payroll and would like to attend a classroom course. One day 10 March 20 May 1 July Birmingham 11 February Bristol 18 February Edinburgh 5 March Leeds 24 March Reading 22 January Attendance is optional and is offered at the special student price of VAT. Once attendees have grasped the fundamentals of payroll processes the next step would be to attend the Payroll Foundation courses. Build up to gross pay Pre tax and post tax deductions National Insurance numbers & why they are important Elements of pay that attract National Insurance (NI) What is the LEL, PT, ST, UAP and UEL and why they are important Calculating NI using percentage method and review of table method Why employees pay different rates of NI Pay As You Earn (PAYE) income tax How the cumulative tax system works Tax rates & tax bands including the 45% additional tax rate How the Taxable Pay tables and tax codes work Calculating items of pay that are taxable Identifying items of pay that are not taxable Manual payslip calculation Overview of Real Time Information submissions Practical exercises are provided throughout the day. Member s fee: VAT Non member s fee: VAT Registered charities fee: VAT * Student s fee: VAT * Please quote student number when booking a place (only applies to students actively studying with Payroll Alliance). BTEC Level 2 Qualification Fee for qualification and classroom course: Fee for online qualification and optional classroom course: Online qualification: Member s fee VAT Non member s fee VAT Optional attendance of Payroll for Beginners course for the additional Student price VAT 6 hours Course content very relevant, Marcia answered all questions, which enabled me to take the knowledge away and apply it to dealing with employees. Karolina Lipska, CIBC 6 payroll.alliance@lexisnexis.co.uk Fax Course Information Tel No /9

7 Fast Track to Payroll This course has been designed for those who need to cover all the fundamentals of payroll in two days. The course programme s unique approach follows the payroll processing cycle. It begins with processing a new starter, the build up to gross pay and calculating the deductions for National Insurance and PAYE. On day 2, the process continues with the calculation of statutory sick pay and statutory maternity pay and Student Loan deduction. The course completes the cycle by dealing with a leaver, submission of Real Time Information and the PAYE payment due to HMRC. Delegates attending the Fast Track to Payroll will receive a 10% discount voucher for the Payroll Foundation week Day 1 Payments & deductions - Identifying payments which are taxable & NIC able - Setting up and making post tax and NIC able deductions from pay Pension - How an employee s contributions should be treated for tax and NIC purposes - Correct allocation of the employee s NIC table letter National Insurance calculations - NIC thresholds and rates - Calculating standard rate National Insurance using category letter A Tax calculations - Using tax tables A, B, C and D to calculate tax due - Tax bands and rates - Personal allowances - Tax codes emergency, BR, 0T and non-cumulative tax codes New starters - Processing starter details using form P45 / Starter Checklist - New employee personal information required by Real Time Information (RTI) - Auto enroll a new employee into the work place pension By End of Day 1 delegates will be able to - Build up to gross payments and process the full gross to net of the employee - Correctly pay and process starters onto the payroll - Create a full gross to net payslip for an employee - Manually calculate a payroll for new starters and existing employees Day 2 TWO DAY COURSE Two days 26, 27 February 20, 21 May Aberdeen 18, 19 March Birmingham 20, 21 January 3, 4 June Edinburgh 16, 17 June Glasgow 14, 15 April Leeds 30 April, 1 May Manchester 4, 5 February Reading 17, 18 March Southampton 28, 29 January Member s fee: VAT Non member s fee: VAT Statutory Maternity Pay - Assessing the qualifying rules (continuous service and average weekly earnings) - Calculating the payment of SMP - Dealing with and issuing form SMP1 Statutory Sick Pay - Assessing the qualifying rules of a PIW, proof of sickness, Average weekly earnings and linking PIWs - Calculating the payment of SSP - Dealing with and issuing form SSP1 Student Loan Deductions - Calculating the student loan deduction - Table and percentage methods - Forms and deductions Leavers - How to calculate a leaver s final payment - Requirement for issuing form P45 - Information to be supplied to HMRC via RTI Real Time Information - Full Payment Submission (FPS) What is it and what are the submission requirements? - Employer Payment Summary (EPS) What is it and what are the submission requirements? In-Year Payments to Debt Management Banking (DMB) - What should be included and when? By End of Day 2 delegates will be able to - Determine qualification to SMP & SSP - Make manual payments of SMP & SSP 12 hours - Process and report Leaver s final payment - Deal with the regular RTI submissions - Submit monthly payments to HMRC - Finalising the payroll cycle Level 2 payroll.alliance@lexisnexis.co.uk Fax Course Information Tel No /9 7

8 Level 2 Payroll Foundation to Tax, NI, Starters & Leavers (Can be taken as a two day standalone course) This popular and highly focused two day programme is ideally suited for inexperienced payroll staff who have some knowledge of payroll or have attended the Payroll for Beginners course. It is also suitable for those who have some payroll experience but require further training in order to have complete confidence in their ability to not only manually calculate tax, National Insurance, new starters and leavers but also to deal with employees pay related queries. The programme includes the implications of Real Time Information, in particular in the processing of starters and leavers. The Foundation week is a classroom based qualification which for those who successfully pass the 3 exam papers on day 5 leads to a BTEC level 4 qualification The Award in Payroll Administration. Delegates have the option of attending the Payroll Foundation to Tax, NI, Starters and Leavers as a stand alone two day course or they can attend the whole week. Days 3 and 4 are also offered as standalone one day courses. Further flexibility is offered which enables delegates to attend days 1 and 2 and then return at a later date to complete the week and take the exams on day 5. Day One Build up to gross pay Pre tax additions & deductions Post tax additions & deductions & which deductions take priority Gross to net calculations which figure is used to calculate tax & NI The tax year & how it works How pension contributions affect NI NI calculations using categories A & D and how to decide which category to deduct How the cumulative tax system works Current tax rates & tax bands including the additional tax rate Personal allowances for tax purposes understanding the rules including the restriction on allowances How to use the pay adjustments tables in conjunction with tax codes How to manually calculate tax using the tax tables Implication of reporting RTI data such as tax and NIC Day Two Calculating tax on a non-cumulative basis K tax codes how to manually calculate tax using a K tax code What attracts NI? Reduced rate NI & Age Exemptions what are the rules? How to make the calculations Processing new starters onto the payroll including casuals and the implications of RTI Processing & checking the P45 for a new starter Dealing with forms P6, P9, P7X & P9X Processing new starters without a P45 using the new starter checklist How to process leavers correctly including reporting leavers under RTI How to calculate final pay Issuing form P45 to leavers the perils & pitfalls Making payments to ex employees Two days 23, 24 March 1, 2 June 10, 11 August Birmingham 16, 17 March Leeds 11, 12 May Member s fee: VAT Non member s fee: VAT Why not book the complete 5 day Foundation Course and gain an Edexcel BTEC Level 4 Qualification All was fantastic! Great and refreshing. Sophie Monks, Boston Borough Council 12 hours Practical exercises are provided throughout the two-day course. 8 payroll.alliance@lexisnexis.co.uk Fax Course Information Tel No /9

9 Payroll Foundation to Statutory Payments This practical course provides a full and comprehensive guide to the calculation and administration of the statutory payments of Maternity, Paternity, Adoption, Sick Pay and Leave. It will ensure that those attending will be competent to administer these schemes and be fully aware of who is eligible, the exclusions, how to manually calculate the payments, recover the correct amount from HMRC and keep necessary records as required by legislation. The course will include the effects of Real Time Information (RTI) on periods of maternity, paternity, adoption and sick leave. One day 25 March 3 June 12 August Birmingham 18 March Bristol 19 February Leeds 13 May Southampton 30 April Level 2 Statutory Maternity Pay (SMP) The terms used for SMP Who qualifies and who is excluded? Notification rules for payment & leave Calculating the average earnings & payment How pay increases can affect SMP Bringing the maternity leave forward The maternity pay period & maternity leaver How to use the SMP tables The payment & recovery rates of SMP & reporting under RTI Form SMP1 Return to work early from maternity leave Ending maternity leave and taking Shared Parental Pay and leave (ShPP & ShPPL) Maternity leave & the restriction on KIT days and the consequences of exceeding the limit Provision of non-pay benefits during maternity leave Maternity leave and RTI - irregular payment indicator Member s fee: VAT Non member s fee: VAT Registered charities fee: VAT Why not book the complete Foundation 5 day Course and gain an Edexcel BTEC Level 4 Qualification plus save 10% Course brilliant. No improvement needed. Nicola Salvage, GR Lane Heath Products Statutory Paternity Pay (SPP) & Statutory Adoption Pay (SAP) The terms used Who qualifies & who is excluded? Notification rules for payment & leave How to calculate and make the payment KIT days and the restrictions for employees on adoption leave Forms SC3, SC4, SPP1 Payment, recovery rates & reporting under RTI Brief guide to Shared Parental Pay Paternity, adoption leave and RTI - irregular payment indicator Statutory Sick Pay (SSP) Basic terms Who qualifies and who is excluded? Medical certificates Evidence of incapacity & linking sickness Qualifying days & PIWs Calculating the average earnings & entitlement Form SSP1 and Employment Support Allowance (ESA) Long term sick leave and RTI - irregular payment indicator Practical exercises are provided throughout the day. 6 hours payroll.alliance@lexisnexis.co.uk Fax Course Information Tel No /9 9

10 Level 2 Payroll Foundation to Payroll Legalities & Practicalities This one day course is ideal for the more experienced payroll professional because it provides details of the complexities of key payroll legislation and practices including the implications of Real Time Information (RTI). It is also suitable for candidates with more experience of payroll who need to enhance their understanding of more complex issues and to be able to put them into practice using various scenarios. Although many payroll systems will now deal with all the key payroll calculations, payroll staff still need to understand the implications of these routines and how to correctly calculate a manual payment when things go wrong. Unless you know how the calculations are made it is difficult to spot and adjust errors. How to calculate various elements of pay including overtime, back pay, holiday pay in addition to contractual & legislative entitlements Student loan deductions how to calculate the deduction using table & percentage methods What is a lawful and an unlawful deduction & the consequences of getting it wrong including the recovery of overpayments Statutory annual leave entitlement Legislation practical ways of meeting complex legislative requirements A basic practical guide to Attachment of Earnings Orders (AEO) (including Arrestments of Earnings Orders) from Earnings Orders A basic practical guide to Deduction from Earnings Orders (DEO) and Direct Earnings Attachments (DEA) Brief overview of RTI and the importance of record keeping for year end reporting and key deadlines during the tax year and how RTI affects these procedures The key points and pitfalls of how to make a manual payment of salary, extra payments, payments after leaving and reporting the manual payment under RTI In-year payments to Debt Management and Banking Practical exercises on calculating manual payments One day 26 March 4 June 13 August Birmingham 19 March Leeds 14 May Member s fee: VAT Non member s fee: VAT Registered charities fee: VAT Why not book the complete Foundation Course and gain an Edexcel BTEC Level 4 Qualification plus save 10% 6 hours What areas were of most benefit? The revision exercises. Fabulous course! Sophie Monks, Boston Borough Council 10 payroll.alliance@lexisnexis.co.uk Fax Course Information Tel No /9

11 BTEC Examination for the Professional Award in Payroll Administration (Payroll Foundation Day 5) Level 2 The examinations form part of the Foundation week. They not only test delegates knowledge but their understanding of the key payroll procedures that are covered in one or more parts of the Payroll Foundation courses days 1, 2, 3 and 4. Successful completion of all three parts of the examination will lead to the Award in Professional Payroll Administration BTEC Edexcel qualification Level 4. The Payroll Alliance Foundation courses and short course qualifications are modular and designed to meet the different requirements of delegates. All our qualifications are accredited by BTEC through our provider Edexcel and are nationally recognised and externally verified. The Professional Award in Payroll Administration is accredited at Level 4. Delegates who do not achieve a pass in all three parts of the examination still qualify for a BTEC certificate acknowledging the papers they have passed. If they re-sit the papers in which they did not receive a pass, within a year of the original exam, they can qualify for the full award. Re-sit fees are 84 per paper + VAT. Delegates who achieve a pass on all three papers qualify for an exemption from either Module 1 of the Certificate in Payroll Practice, Module 1 of the Professional Diploma in Payroll Supervision and Assignment 1 of Module 1 of the Advanced Diploma in Payroll Management. Half day (a.m.) 27 March 5 June 14 August Birmingham 20 March Leeds 15 May The exams form part of the Foundation week and cannot be taken as a standalone exam unless it is a resit. Re-sit fees 84 per paper + VAT Why not book the complete Foundation Course and gain an Edexcel BTEC Level 4 Qualification plus save 10% Alternatively, delegates who achieve the Award in Payroll Administration can further their studies with a short six week online course which leads to a Payroll Technician s Award (BTEC level 4) upon successful completion of an exam. For further details please visit our website payroll.alliance@lexisnexis.co.uk Fax Course Information Tel No /9 11

12 Level 2 Payroll Foundation Course Package BTEC Edexcel Level 4 Start the year with a boost for your career gain an Edexcel/BTEC qualification in payroll. Enhance your payroll skills and benchmark against best practice within the payroll profession Enhance your career development prospects Enhance your understanding of more complex issues Increase your confidence and raise your level of expertise Day 1: Payroll Foundation to Tax NI Starters & Leavers (Additions, Deductions, The Tax Year, Standard Rates of NI, Tax Rates & Tax Bands, Calculating Tax with Tables) Day 2: Payroll Foundation to Tax, NI, Starters and Leavers (Non cumulative tax, K Tax Codes, Reduced Rate, NI & Age Exemptions, Processing & Checking the P45, Dealing with Forms) Day 3: Payroll Foundation to Statutory Payments (Statutory Maternity, Paternity, Adoption & Sick Pay and leave) 1 week 23 to 27 March 1 to 5 June 10 to 14 August Birmingham 16 to 20 March Leeds 11 to 15 May Member s fee: VAT Non member s fee: VAT In House Training Four or more delegates? Why not consider a cost effective training course at your office. All of our courses are available on an in-house basis. Day 4: Payroll Foundation to Payroll Legalities & Practicalities including court orders, DEO s and DEA s Day 5 (a.m.): Examination (Edexcel BTEC Qualification Level 4) Delegates who want to achieve the Award in Professional Payroll Administration need to attend the full Foundation course (days 1 to 4) although this does not need to be done on consecutive days. Delegates can attend part of the week and then complete the rest of the course and exam at a later date, if desired. Book all four parts of the Payroll Foundation and the exam for the Award in Professional Payroll Administration and save 10% on the combined course fee. Delegates who achieve a pass on all three papers qualify for an exemption from Module 1 of the Certificate in Payroll Practice Module 1, of the Professional Diploma in Payroll Supervision and Assignment 1 of Module 1 of the Advanced Diploma in Payroll Management. Fees for our distance learning courses include access to the Payroll Alliance Online Academy for Payroll Qualifications online report writing course and student workshops. For further details please visit our website: Alternatively, students can further their studies by taking the Payroll Technician s Award which is a six week online course with an exam at the end. 24 hours 12 payroll.alliance@lexisnexis.co.uk Fax Course Information Tel No /9

13 Payroll Briefing Payroll legislation and payroll procedures constantly evolve. This course has been designed for someone who is starting to take responsibility for the payroll or who has been away from payroll and needs a refresher. The course would also benefit accountants, HR personnel, IT staff and other professionals who need an overview of payroll because they have responsibility for the payroll function and require a more comprehensive understanding with some practical exercises. The Payroll Briefing delivers an action packed programme focusing on key payroll functions. Practical exercises are provided to ensure a full understanding of the calculations. 1 day 21 May Leeds 25 March Member s fee: VAT Non member s fee: VAT Registered charities fee: VAT Level 2 Legal framework How to calculate National Insurance Contributions : using LEL, ST, PT, UAP and UEL National Insurance Numbers (NINO) How to calculate PAYE (tax) using the different tax bands and tax codes Real Time Information briefing Key deadlines for submission Sending regular submissions (FPS, EPS) Statutory Payments an overview SMP, SPP, SAP Shared Parental, SSP and the implications of RTI on long term leave Overview of Auto enrolment Student Loans start and stop notices Practical exercises are provided throughout the day No improvement necessary, excellent payroll overview and briefing, good all round update. Julia Higgins, Norton Rose Fulbright 6 hours payroll.alliance@lexisnexis.co.uk Fax Course Information Tel No /9 13

14 Level 3 Advanced Payroll New course for 2015 This practical one day course offers a wide and varied programme which will examine many of the complex areas of payroll processes and procedures that are neglected. In particular the eight principles of Data Protection are often overlooked but at our peril! This course is ideal for those who want to dig deeper into these issues to examine the practical implications, and is particularly suitable for team leaders and supervisors but not exclusively. One day 13 February 23 June Birmingham 11 February Edinburgh 18 June Employment Status Who is an employee? Definitions of Gross Pay Lawful Deductions & Overpayments Director s NIC & PAYE Court Orders the more complex issues New types of orders Operating multiple orders Scottish Arrestments Salary Sacrifice Employer obligations Childcare vouchers Pension contributions Annual leave entitlements Holiday and sick leave Holiday and maternity leave Shared Parental Leave Employer obligations Data Protection The eight principles Termination Payments PILONs Redundancy Pay Lump sum payments Practical examples will be used throughout the day and exercises will also be provided. Member s fee: VAT Non member s fee: VAT Registered charities fee: VAT In House Training Four or more delegates? Why not consider a cost effective training course at your office. All of our courses are available on an in-house basis. Payroll Technician s Award This qualification is available to those who have attained the Award in Payroll Administration Fee for qualification and classroom course: Fee for online qualification and optional classroom course (Advanced Payroll): Online qualification: Member s fee VAT Non member s fee VAT Optional attendance of Advanced Payroll course for the additional Student price VAT 6 hours 14 payroll.alliance@lexisnexis.co.uk Fax Course Information Tel No /9

15 Advanced Statutory Payments New course for 2015 Level 3 The basic principles of Statutory Sick Pay and Statutory Maternity Pay have been established for nearly 30 years but this course goes beyond the basics. Various governments have enhanced the employee rights and payments as a matter of policy and as a result of rulings in both UK and European courts. Additional Statutory Paternity Pay (ASPP) and leave will be replaced by Shared Parental Pay and Leave for babies due on or after 5 April Recalculating Statutory Maternity Pay as a result of the Alabaster case is a common query on our helpdesk. Employees also bring their own problems such as multiple employments, sickness or returning to work early. Babies arrive to their own timetable without any consideration for Payroll and HR! This practical course will take you through the new rights and changes to procedures and will look at a number of scenarios where complications can arise. Each of the subjects will be illustrated with worked examples. One day 20 February Birmingham Edinburgh Southampton 24 June 12 February 6 March 1 May Member s fee: VAT Non member s fee: VAT Registered charities fee: VAT Shared Parental Pay and Leave the new entitlements for babies due on or after 5th April 2015 Non Cash Benefits during Maternity Leave Recalculating average earnings (Alabaster) Kit Days what must you pay, when must they be taken and do they continue when a woman has returned to work? Holiday entitlement when can it be taken, can it be paid in lieu? Bank Holidays and Maternity Leave what is the entitlement? Can a woman carry her leave over? Maternity, Paternity and Adoption Rights Early return to work must they provide their employer with notice to return and what happens if they don t? Benefits during Maternity leave what must you provide? Flexible Working Serial Pregnancies Redundancies and Dismissals When does SMP stop? Casuals, Teachers and Agency Workers Multiple employments Calculating a director s entitlements Premature births Maternity and Sickness Dealing with over and underpayments Overseas Adoptions Fit For Work medical statement The interaction between SSP and Occupational Sick Pay Sickness during the MPP and adoption leave Linking letters Issuing form SSP1 Unusual cases 6 hours payroll.alliance@lexisnexis.co.uk Fax Course Information Tel No /9 15

16 Level 3 Employee Rights & Employer Obligations This course focuses on key areas of employment law which have a direct impact on employee rights and how they affect the payroll. It provides an insight into many diverse areas, including lawful and unlawful deductions from pay, which is currently the biggest source of complaint to Employment Tribunals along with the recovery of overpayments of salary. Do you know what the latest ruling is on accruing holiday pay during sick leave? Do employees have the right to carry over untaken leave? Are you fully conversant with the rules regarding prevention of illegal workers? Do you know how to calculate arrears for National Minimum Wage? Attendance of this course will answer these and many more questions resulting from the minefield of employment law which a payroll professional is now expected to know. It will ensure that employee rights are upheld and employer obligations met. As an employer, you cannot afford to get things wrong! One day 19 March 11 June Manchester 3 March Confirmation of many questions I had, especially on discrimination New flexible working rights from June 2014 Employment status who is an employee & who is self-employed? Martin Carey, Foster Wheeler Energy Ltd What are the consequences of getting it wrong? Changes to TUPE regulations from January 2014 Contracts of employment how to vary terms including pay Entitlements holiday pay & other payments Statutory paid leave - are you paying the correct amount? How to avoid the pitfalls Deductions what is lawful & unlawful? Recovery of an overpayment of salary is it legal? What are the rules? Termination of employment redundancy & dismissal Data Protection the eight principles and the records to be kept Absence due to ill health the legal position Maternity rights the rights & wrongs and how statutory paid leave affects maternity leave The consequences of taking too many KIT days during maternity and adoption leave The provision of non pay benefits during maternity leave The latest news on holiday accrual during sick leave New Shared Parental Pay and Leave (ShPP & L) regulations from April 2015 The correct calculation of holiday and what pay elements should be included National Minimum Wage Changes to age bands and rates What counts towards NMW? Calculating arrears New penalty regime from 2014 and naming and shaming of non compliant employers Agency workers rights Prevention of illegal workers under the Asylum Immigration and Nationality Act 2006 How to carry out the correct pre-employment checks for potential new employees and employees transferred under TUPE Owner employee status Member s fee: VAT Non member s fee: VAT Registered charities fee: VAT 6 hours 16 payroll.alliance@lexisnexis.co.uk Fax Course Information Tel No /9

17 Introduction to Finance How to Get Finance to Work For You Level 3 This one day course explains your organisation s accounting function and how this can help payroll in your monthly balancing routines and raise your profile in the organisation. Is this course for you? If you are involved with posting payroll information to the accounting ledgers, balancing the monthly payroll or require an introduction to your organisation s accounting function then this course is ideal. It is not necessary for you to be fully conversant with Excel to attend this course. This course will enable you to: Reconcile your payroll data more efficiently using Excel, saving you valuable time and enhancing your understanding of financial data so you can make it work better for you Ask the right questions and make more informed decisions Contribute more to the business, thereby raising your profile Enhance existing systems The Benefits of attending this course Worked examples that make the course fun and bring the issues to life, with all inclusive notes, which contain detailed screen images and explanations. You will receive a CD-ROM of all the examples & pro formas for you to use on your return to the office. One day 5 February 9 June Birmingham 11 March Bristol 3 June Manchester 12 May Reading 22 April Member s fee: VAT Non member s fee: VAT Registered charities fee: VAT In House Training Four or more delegates? Why not consider a cost effective training course at your office. All of our courses are available on an in-house basis. The operation of the main functions within a Finance Department, such as Financial Accounts. How double-entry book-keeping is used to create the essential elements of an accounting system How each of these is reconciled with each other and with the payroll department The creation & interpretation of the primary financial reports: profit & loss account, balance sheet and cash flow An explanation of ratio analysis and how to get the most from it, including such terms as staff turnover, analysis on staff employed and break even reports The business cycle, budgeting and decision-making, including terms such as Payback and Net Present Value (NPV). By understanding these terms your importance within your organisation will grow Financial controls, including controls to prevent the incorrect payment of employees 6 hours payroll.alliance@lexisnexis.co.uk Fax Course Information Tel No /9 17

18 Level 3 A Practical Introduction to Irish Payroll Do you have responsibility for an Irish payroll? Do you know what is being processed on your behalf? Although many of the terms used on Irish payrolls are the same or similar to UK payroll processes, there are a number of crucial differences. The trainer, who holds a Diploma in Irish Payroll, will take delegates through the key payroll processes of calculating Irish PAYE, PRSI and USC. The aim of this practical course is to provide those attending with a thorough grounding of the key skills necessary to understand or operate an Irish payroll Practical workshops, run on an In-house basis, are also available and can be tailored to your specific needs. One day 3 February Leeds 9 June Member s fee: VAT Non member s fee: VAT Registered charities fee: VAT Irish payroll terminology The Tax Year & how it works Irish PAYE system Changes to the PAYE system introduced in Budget 2015 Changes to the Universal Social Charge introduced in Budget 2015 Deductions for Local Property Tax Tax credits what are they & how are they calculated? Tax Credit notifications Variable Tax bands (Cut Off Points) & tax rates The differences between Emergency, Temporary and Week 1 Changes to taxation of illness benefit The Irish Social Insurance system How to determine the correct PRSI category Rates allowances & thresholds How to calculate PRSI New employees how to set them up on the payroll Processing forms P45 & P46 Leavers processing the final payment Issuing the leavers forms Payments after leaving What elements must be shown on the payslip? Mandatory online filing Doing the calculation exercises helped my understanding of how they are calculated. Catherine Vaughan, Iceland 6 hours 18 payroll.alliance@lexisnexis.co.uk Fax Course Information Tel No /9

19 Introduction to Managing Ex Pats and In Pats Payroll Level 3 This practical course has been designed to gently lead payroll and HR staff into how they correctly deal with employees going to work overseas or coming to the UK to work. This course is an essential starter for anyone having dealings with workers moving from the UK to work abroad or coming to the UK to work. The course programme will explain the different rules for RTI reporting for Ex Pats and In Pats and will address the issues relating to the operation of PAYE and deduction of Class 1 National Insurance contributions, plus the rules for statutory payments. It will explain what information is required when an employee comes to work in the UK for the first time or is returning to the UK after an assignment abroad and when a P85 (leaving the UK) needs to be completed. The changes in the UK rules on tax residence, including the application of the new Statutory Residence Test and the changes in HMRC guidance for overseas employees will also be covered. The latest guidance from the Home Office regarding pre employment checks will be looked at, identifying the requirements for work permits and restrictions that apply to some workers from certain EEA countries. One day 17 April 30 June Birmingham 17 February Leeds 30 April Southampton 11 June Member s fee: VAT Non member s fee: VAT Registered charities fee: VAT In House Training Four or more delegates? Why not consider a cost effective training course UK tax rules on residence and domicile at your office. All of our UK personal tax allowances and the restrictions courses are available on HMRC Guidance an in-house basis. Coming to work in the UK Short, medium and long term visits Counting the days The importance of record keeping PAYE relaxations, getting it right PAYE, when to start operating PAYE and when and how to stop Leaving the UK to work abroad, the basics RTI implications for In Pat and Ex Pat payrolls National Insurance Contributions and Overseas Social Charges The EU/EEA Regulations for workers moving within the EU/EEA The basic rules for workers moving to and from countries with whom the UK has a Reciprocal Agreement, for example, the USA The basic rules for movement between the rest of the world Protecting benefit entitlement, paying voluntary NICs Entitlement to statutory payments SSP, SMP, SPP, ShPP and SAP Introduction to the special rules on travel and subsistence for overseas working Right to work in the UK Employer sponsorship and the Tier System for migrant workers Practical exercises will be provided throughout the day. The taxation side has raised areas to investigate internally. Daniel Hancock, DFSD Seaways Plc 6 hours payroll.alliance@lexisnexis.co.uk Fax Course Information Tel No /9 19

20 Level 3 Construction Industry Scheme (CIS) NEW PROGRAMME FOR Spring 2015 As the Economy improves and the Construction Industry expands, this course is proving very popular with businesses and other organisations involved in the Construction Industry. Following consultation with the industry and its advisors, some significant changes are likely in the next year or two, including compulsory online filing of CIS returns. During the course we will consider what action to take when the taxman calls. As the Industry expands and skill shortages are identified, the procurement issue becomes an important feature. This course will look in depth at the problematic issue of the employment status of Construction workers and what steps can be taken to protect the engager from an HMRC status challenge. The course will also take a brief look at what to do when the taxman calls. The course focuses on the tax deduction implications of HMRC s Construction Industry Scheme, which applies to mainstream contractors, Local Authorities and other businesses incurring substantial costs on construction operations. HMRC imposes automatic penalties for late submission of monthly returns and penalties for other failures, including failing to deduct the correct amount from payments made to subcontractors. One day 15 April 2 July Birmingham 18 February 14 May Edinburgh 21 April Leeds 28 April Manchester 12 February Southampton 9 June Member s fee: VAT Non member s fee: VAT Registered charities fee: VAT Problems continue to arise due to the failure of some businesses to register as a contractor and/or subcontractor, resulting in the failure to check the payment status of new subcontractors and to make deductions from subcontractors registered for payment under deduction and from unregistered subcontractors. Many businesses operating as Contractors and subcontractors risk losing their gross payment status as a subcontractor if they fail to operate the scheme correctly and adhere to strict compliance rules for the business and/or its proprietors. This course covers the whole process, from registration through to the engagement and payment of subcontractors, also looking at work that comes within the scheme, construction operations and work that should be excluded from reporting and the need to make a deduction. Practical advice will be given on how to deal with disputes with suppliers who perhaps claim that their work is outside the scope of the Scheme. Delegates will receive practical advice with worked case studies on all aspects of the Scheme and there will be time available throughout the day to answer your questions. What is the scheme and who does this tax deduction scheme apply to What businesses are Contractors and/or Subcontractors The Deemed Contractor rules for businesses outside the main construction industry CIS Registration Contractor and Subcontractor Registration Registration for Gross Payment and the registration tests Construction Operations What work is within the scope of the scheme and what work can be excluded? Professional Work and when its within CIS Mixed operations and contracts, a warning! Making payments to Subcontractors Subcontractor verification of tax payment status Changes to a subcontractors payment status Payments to Gross Payment Subcontractors and payments under deduction Monthly Returns and Declarations Online returns and registration Paper Returns and Nil monthly returns Correcting errors on monthly returns Payments to HMRC CIS Penalty Regime Employment Status of Construction Workers Handling HMRC Inspections Construction Industry Scheme Checklist 6 hours Excellent course, useful in all ways and very well run. Thank you. Amanda Thompson, SMDC/ High Peak Borough Council 20 payroll.alliance@lexisnexis.co.uk Fax Course Information Tel No /9