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How to process increases using a batch

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Summary

Process salary increases using a batch on Sage Payroll Professional

Description

You can process salary increases for multiple employees using a batch. This method saves time and ensures consistent updates across the payroll.

Resolution

Follow these steps to process salary increases using a batch:

Step 1: Create a backup

  • Always make a backup before processing any increases.

Step 2: Create a batch layout

  1. From the Main Menu, go to Payroll, then select Batch Transactions.
  2. Choose Batch Layout.
  3. Click Add.
  4. Assign a batch number and name (for example, Increase).
  5. Click Add again.
  6. In Column 1, click in the Entry block.
  7. Under the Specials column, double-click S06 Inc Scr.
  8. Select the field you want to increase.
  9. The Options block will display the selected field.
  10. Press Enter to continue.
  11. Select No default value.
  12. Optionally, complete the Minimum and Maximum value fields to limit the increase range.
  13. Choose whether to Override or Accumulate values. For increases, select Override.
  14. Click Save.

Step 3: Capture the batch

  1. From the Main Menu, go to Payroll, then select Batch Transactions.
  2. Choose New Batch.
  3. Select the Increase batch and continue.
  4. Choose whether to capture for all employees or by predefined fields.
  5. Select the employee code and continue.
  6. Enter the new value (consider if your input override or accumulates).
  7. Press Enter and repeat for all employees.

Step 4: Verify and update the batch

  1. Press Enter again to display options: Verify, Delete, or Update.
  2. Select Verify to review the batch.
  3. To update, tick Process Batch and give the batch a name.
  4. Click Continue. A message will confirm the system is creating the batch. Click OK.
  5. When asked if you need to do any further entries:
    • Select Yes to make changes.
    • Select No to proceed with the update.

 CAUTION: Don’t interrupt the process when updating the batch. 

Step 5: Review input

Print the Transaction List (Real number 549) to review your batch input.

Related Solutions

Available options to back up data

How to set up a batch layout for input and imports

How to verify a batch