Opera 3 Payroll & HR solution

Award-winning Opera 3 Payroll & HR from Pegasus hasHMRC PAYE Recognition and is full of automatedprocedures to take the strain out of processing yourpayroll and help you comply with complex tax, pensionand employment legislation.

Apart from handling all your day-to-day tasks, Opera 3Payroll caters fully for auto enrolment of pensions and goeseven further, offering salary sacrifice and integration withpension providers such as NEST and NOW: Pensions,ensuring all your requirements are covered. In addition, byharnessing web and e-mail technology, it helps reduceyour costs and administrative burden.

Routine tasks simplifiedProcessing multi-company, multi-frequency payrolls, andmanually processing statutory requirements can be time-consuming and laden with complicated legislation.

Opera 3 Payroll will help you save time and reduce errors inday-to-day processing. It’ll simplify procedures such asestablishing an employee's statutory maternity payentitlement, multiple pension schemes with variablepercentage and fixed amounts, or retrospectively changing aNational Insurance code with the employer or employeeadjustment calculated immediately.

Statutory record-keeping and reporting is made simple withautomated P32 Processing. You can record payments andfunding, consolidate P32 information from multiplecompanies, print and edit information. You can also producedetailed or summarised P11 reports with period and tax yearranges and re-print payslips with up to 999 periods retentioncapabilities.

You can define your own Views and interrogate and drilldown on current or historical payment and deduction valuesfor any range of employees in just one process, with up to sixlevels of analysis and full criteria filtering. Opera 3 Payroll &HR also allows full graphical representation of informationand provides the ability to export to MS Excel® and Word®.

Opera 3 Payroll & HR from Pegasus

It’s scalableOpera 3 Payroll & HR is ideal for companies of widely varyingsizes, from fewer than 10 employees right through to over25,000 employees, it's that powerful. Its multi-companycapability, coupled with unbeatable speed of processing,means that it's equally at home in a payroll bureau.

Opera 3 Payroll & HR is available as a stand-alone system, or it can be integrated with the complete Opera 3 solutionwhich encompasses financial and supply chainmanagement, CRM, business intelligence and documentmanagement, to deliver unbeatable inter-departmentalintegration and knowledge-sharing across the entirebusiness.

It's customisableWe understand that every business is different so we havedesigned Opera 3 Payroll & HR to be customisable to meetyour requirements. Forms can be changed, conditions addedto fields and menu structures modified. This means that youcan benefit from a payroll solution that can be tailored tomeet your exact requirements and realise a greater return oninvestment.

Submit Real Time InformationFrom employee creation to payment processing and RealTime Information (RTI) submissions, Opera 3 Payroll & HRis the solution you can rely on for worry-free processingcompliant with all the latest legislative changes. It catersfor the submission of Real Time Information to HMRC,including the Full Payment Submission (FPS) required foreach pay period. The FPS file is created as part of thepayroll process and contains information on Tax, NationalInsurance and other payments and deductions from anemployee, as well as new starter and leaver information.All RTI submission files adhere to HMRC specifications.

An important RTI requirement is to ensure employeedata is accurate. Opera 3 Payroll & HR has data contentvalidation and built-in integrity checks that will helpminimise the potential for incorrect information.

All of which means that Opera 3 Payroll & HR will offeryou the peace of mind that comes from knowing youhave all the functionality you’re likely to need, in a user-friendly format.

All the functionality you needEverything you need for autoenrolment of pensionsOpera 3 Payroll offers auto enrolment functionality asstandard, automating many of the processes involvedand making it easier for you to fulfil your auto enrolmentobligations.

The Calculation function in Opera 3 Payroll will assessemployees for auto enrolment based on age andearnings and will determine whether they are an eligiblejobholder, a non-eligible jobholder or an entitled worker.Various auto enrolment tasks, such as automaticallyenrolling employees and assigning them to a pensionscheme, or postponing employees, can be performed oneither an individual or a global basis.

Further key functionality includes the ability to record theemployer’s staging date and the earnings thresholds thatdetermine whether an employee should be automaticallyenrolled. Opera 3 Payroll can also record the variousstatutory settings required for auto enrolment as definedby The Pensions Regulator.

Employers can record various types of employeeinformation, such as auto enrolment category (eligiblejobholder, non-eligible jobholder etc), auto enrolmentstatus (auto enrolled, opted out etc) and various dates,such as the date the employee was auto enrolled.

Opera 3 Payroll also provides all the reporting tools andreports you’ll need to fulfil your auto enrolment duties,including record-keeping. Reports automatically includedetails related to auto enrolment .

Integration with pensionprovidersTwo popular pension providers with employers whenimplementing auto enrolment are NEST (NationalEmployment Savings Trust) and NOW: Pensions. Both arelarge providers who offer qualifying pension schemes,and NEST in particular has been set up with a publicservice obligation to accept any employer who wishes touse it for auto enrolment.

If you decide to use NEST or NOW: Pensions, Opera 3Payroll offers the option of integration with thosepension providers. This integration allows you to easilycreate employee information and contribution files readyto submit to the pension provider. For integration withother pension providers, the Pegasus SolutionsMarketplace offers a wide range of add-on solutions.

www.pegasus.co.uk 3

Salary sacrificeAuto enrolment of pensions is placing a new financialburden on employers who did not previously offerpension schemes. Salary sacrifice is an optional schemethat can help offset some of those costs, and cantherefore be financially beneficial for both employers and employees.

When an employer implements salary sacrifice,employees are asked to exchange part of their salary with non-cash benefits which can include pensioncontributions, childcare vouchers, cycle schemes, traveland others. When an employee's remuneration changesfrom cash, for which tax and NI contributions are due, tonon-cash benefits, which are wholly or partially exemptfrom tax and NI contributions, the amount of tax and NIthe employer deducts and pays to HMRC against theemployee's remuneration package is reduced.

To help employers who wish to implement salarysacrifice, Opera 3 Payroll includes salary sacrificefunctionality as standard. This functionality caters forboth pension and non-pension benefits. Salary sacrificeinformation is printed on the payslip. Pension salarysacrifice values are included in pension contributionreports and pension contribution files, and shown on theEmployee History form.

And much more besidesE-mail payslips and P60sThe cost of printing and posting payslips and the admintime involved can be a considerable overhead for everybusiness regardless of size, and especially those that rundifferent payroll frequencies. For larger companies suchoverheads are increased due to larger numbers ofemployees, but proportionally the cost is also high forsmaller companies, who have to allocate more limitedresources to the task.

Opera 3 Payroll offers the option to e-mail payslips and P60s to employees. It’s a feature that comes asstandard with the solution and can make paper payslipsand P60s a thing of the past. You’ll no longer need toprocure the relevant stationery, dedicate admin time orincur postage costs; at the click of a button, payslips andP60s can be delivered to the employee’s inbox as a password-protected PDF document.

E-mailing payslips to employees doesn’t just make thepayroll run more efficient and cost-effective for yourbusiness; it has benefits for employees too. Employeescan save and access all their payslips and P60selectronically, and print or re-print them at the click of abutton whenever required.

Of course, if paper payslips and P60s serve your companybetter, you can continue to produce them. Or you can usea combination of the two, with e-mail payslips for someemployees and printed payslips for others.

PAYROLL PROCESSING: PAYMENTS & DEDUCTIONS

SEND PAYSLIPS BY EMAIL

PersonnelPart of Opera 3 Payroll & HR, Personnel helps you manageall employee-related processes covering recruitment,retention, training, disciplinary actions, absenteeism, jobchanges and salary updates.

n Records variable working patterns assigned toemployees

n Records details of absenteeism including reasons(sickness, holidays, maternity leave andcompassionate leave)

n Absenteeism is held in days, hours and minutes withdrilldown facility

n Diary options include printing whole year, currentmonth or specific transactions with drilldown facility

n Audit Log helps track all changes

ReportingOpera 3 Payroll & HR contains an extensive range ofstandard reports. In addition, Pegasus XRL provides theability to design in-depth custom reports and analysis bylinking Opera 3 with Microsoft Excel.

n Departmental reportingn Payslip, cheque and BACS list generationn End-of-Year reportsn In-Year reportsn P11 Deductions Working Sheetn P32 employer's Payment Record, with payment and

funding recording and multi-company consolidationn This Period and To Date summariesn Comprehensive statutory payments, Attachment

Orders and pension contribution reports

Pegasus P11D Organiser:complete expense and benefitmanagementManually transferring information from one application toanother, or onto a paper form, will inevitably result inmistakes. That’s why Opera 3 Payroll & HR integrates withP11D Organiser, providing a management and reportingtool for benefits and expenses.

P11D Organiser isn’t just a 'form-filler'. It’s been designedto assist in the management and collation of P11D, P9Dand P46 car information throughout the year and notsimply at the crucial year-end. It produces HMRC-approved forms for submission, with capabilities foronline filing.

n Customisable benefits and expenses can beassociated to an individual or group of individuals

n Dispensation legislation is built inn Extensive employer, employee, fleet, periodic and

Benefits and Expenses reportingn Form e-mailing facilitiesn User-friendly import Wizardsn Year-end and benefit alignment tools

www.pegasus.co.uk 5

Pegasus Web Xchange provides a set of services that areused to securely access and view Opera 3 data via a webbrowser. It provides a secure and easy way to accessOpera 3 data on the go, any time, anywhere and on anumber of devices.

Using Pegasus Web Xchange, the Payroll Self Serviceapplication integrates with Opera 3 Payroll to offeremployees remote access to their payslips and P60s,personal data, pension information, absence details andholiday entitlement. This access can be Read Only, orpermissions can be given so that employees can updatesome of their own information such as their personaldetails, photograph, contacts, education records andbank account information.

What all of this means is that by empowering employeesin this way, you are reducing admin time for the HRdepartment, who no longer have to look into andrespond to related enquiries. You’re also saving time andmoney on printing and re-printing payslips and P60s.

Payroll Self Service is quick and easy to use andemployees don’t need to be users of Opera 3 to accesstheir data. Moreover, the integrity of your data remainssecure, as all changes are subject to approval by themanager.

• Employees have secure electronic access to theirpayslips and P60s at any time.

• Payslips and P60s can be made available online orprinted.

• HMRC-approved eP60 report.• Employees have better visibility of their pension-

related information.• Batch creation of users for rapid deployment.• Automatic generation and distribution of user

passwords upon initial setup. Passwords can easily bereset later.

• Employee permissions can be set to No Access, ReadOnly or Read/Write.

• Subject to permissions, employees can remotelyaccess and amend personal details, photograph,contacts and education records. They can also accesstheir pension information, bank account information,holiday entitlement and absence details.

• Managers can be assigned to the Departments theyare responsible for.

• Authorisation routine allows a manager to approvepending updated employee details.

• Integration with Notification Services alerts a managerto pending requests.

• Full Audit Log of changes requested from Payroll SelfService.

• The website administrator can send an e-mail to singleor multiple recipients, schedule the e-mail to be sentat a given date and time, and resend all or failed e-mails.

• The website administrator can create e-mail profiles tobe used as templates for e-mails.

• The look and feel of Pegasus Web Xchange can becustomised with your company logo.

• SSL certificates can be used for secure access.

Pegasus Web Xchange & Payroll Self Service

Integration with DocumentManagement Opera 3 Payroll & HR integrates with DocumentManagement for a smarter way of managing employeedocumentation. You can capture employee documentssuch as P45s, driving licences, CVs and job applicationforms and store them electronically for instant access,saving time, filing space, paper, and the environment.

Integration with financialmanagement When you use Opera 3, your financial management,supply chain management and payroll can all linktogether in order to deliver a wide range of benefits tonumerous people and departments, bringing togetheryour entire operation.

What's more, for companies in the manufacturing andconstruction sectors, Pegasus provides specialistsolutions that integrate seamlessly with Opera 3.

Pegasus Instant MessengerAs an added benefit, with Pegasus Instant Messenger(PIM) you can reduce the time spent responding to day-to-day queries by employees. PIM can be set up so thatstaff are automatically notified of Personnel informationsuch as remaining holiday entitlement and sick days,resulting in reducing the number of ad hoc queries.

Stationery to fitPegasus Business Forms provides a wide range of payrollstationery guaranteed to fit Opera 3 Payroll & HR, such aspayslips, data mailer pay advices and P60s. Visitwww.pegasusbusinessforms.co.uk.

Opera 3 Payroll & HR highlights n HMRC PAYE Recognition.

n Submit Real Time Information (RTI) to HMRC.

n Fully automated SSP, SMP, OSPP, ASPP and SAP.

n Shared parental leave (ShPP).

n Directors’ NI with actual start date precision.

n NI adjustments.

n Advanced pension processing, including qualifying autoenrolment pension schemes, COSR, stakeholder andgroup personal pension schemes with full reporting.

n Task Scheduler in Opera 3 allows you to schedule databack-ups and other routine tasks to run outside businesshours to minimise disruption.

n P32 processing.

n Fully automated Attachment Order processing andreporting.

n Holiday Pay Accruals and Holiday Pay Averaging.

n Global payment and deduction changes based on valuesor percentages.

n Student Loan deductions.

n View historical leavers at the touch of a button, withaccess to history and payslip regeneration.

n Detailed History and Payslip images can be retained forup to 999 periods.

n Employment allowance and employer NI for employeesunder 21.

n Starter and leaver processing.

n Payroll Groups for different pay periods, such as weeklyor monthly. These can be password-protected.

n User access may be set at Company level, and PayrollGroups and processing functions can be restricted.

n Individual group or multi-group consolidation andanalysis by cost centre and department.

n Fully automated Audit Log tracks all key changes by date,user and process for the entire payroll year.

Contact usinfo@pegasus.co.uk0800 919704

Watch our video case studies atwww.pegasus.co.uk/videos

www.pegasus.co.uk 7

T: 0800 919 704T: +44 (0)1536 495000F: +44 (0)1536 495001

E: info@pegasus.co.uk@PegasusSoftware

www.pegasus.co.uk

Pegasus Software Orion House, Orion Way, Kettering NN15 6PE

Pegasus Software is a trading name of Infor (United Kingdom) Limited. Registered office: The Phoenix Building, Central Boulevard, Blythe Valley Park, Solihull, West Midlands, B90 8BG. Registered in England No. 2766416

Feb/15