Comment Myriad Date with airSlate SignNow

Print myriad required

[Music] hey [Music] so quick introduction so um ben's doing all the work i'm just basically here just just filling in the gaps um i'm half matu um i sort of headed up the practice at myriad consulting working with ben i've been in the industry for a few years some names on this list i recognize um so i live in the midlands uh two teenage kids who are doing my hitting right now one just turned 18 which is fun um so that's a bit about me um next slide event so we are so we're going to do pnds in practice which ben's going to talk about and we'll do a questions and sort of round up as we go through today if there are questions please put in the chat and if i can answer questions i will do um if not i'll hold the questions and get ben to answer them at the end and just to let you know as well um since the last so we've got some returning guests on this or our fan base we've actually been awarded unit for premier status as of last week that's awarded to where the only partner that's got it actually and that's awarded to partners who have had more than 15 successful intel reviews we've got four case studies on the goal with various clients and we've got over 15 certified consultants so yeah it's not just given out you know we've had to earn our badge i think we're all very proud of so i'll hand over to ben and he'll do the the talking good afternoon everybody um welcome to this this one um this is something completely different to what we've been doing in the previous three or four um i just thought it would be good to do one of these on on p's and d's to see if i could um impart some knowledge about p's and d's within within an hour and try to make it as entertaining as possible because you know it's about payroll and i do love a challenge so um here we go and also p's and d's this is one of my favorite things in uh in the whole solution um i just like the the whole way it works so anyway um for those of you who joined who don't know me my name is ben i'm talking to you from just outside of chippenham here and you know i i play the old guitar that there is actually a picture of kurt cobain's guitar i haven't got that one but i got one very similar to that i've got a couple of dogs this one's called darcy and this is a new arrival who's 13 weeks old today actually and he's called dennis i'm talking to you from my garden shed in these coved times so if you uh hear some noises in the background it's probably my dogs or my wife or or something so i can only apologize in advance so p's and d's um for those of you who who are new to this and i'm sure most of you know what a pnd is it's the calculator in the payroll engine and a png register has these five tabs so there's the the pnd tab um there's an analysis tab uh there's a base tab there's a limits tab and there's an info tab those five tabs form uh the p and d so what i'm going to do is we're going to look in detail at each of these tabs and then i'm going to show you or attempt to see how the uh various parts of the p's and d's connect out to other parts of peas and these try to tell the story of how p's and d's are connected to things like formula value reference rates and formula eight intervals and relations on resources and all that good good stuff again like the other ones we're trying to make it as informative if possible but we're also trying to keep it sort of entertaining so if we look at a pnd so this is the first tab the pnd tab there are a number of different types of p pnd so there's a variable pnd there's a fixed p and d there's a generated p d p d and there's a category p and d and i'm not too worried about the other two for the purposes of today and for payroll variable pnd that's the basic p and d the building block so you're used to entering um p's and d's via the variable input screen and you know that's a sort of thing sort of like a mileage claim or an overtime claim where it's either a flat rate like an honorarium for 500 quid or it's sort of sleep over time or whatever x number of units times a rate to to give you that variable amount so that's a variable a p and d the next sort of more complicated pnd is a fixed pnd fixed ps and these are used for like monthly salaries so they are sort of like what i call primary p and d so there's no p and d in the calculation before them they are um like the first sort of set of p's and d's they're fixed in that they're regular payments to an employee they'll be connected to the employee record in some way and um they would just churn out do the calculation every month to calculate whatever is required by payroll the next one is a category p d despite what it says in that order so category of p d is a little bit like a fixed pnd but it uh is like a secondary pnd so whereas a fixed pnd will be like the first one monthly salary a category of pnd might be the um the pension scheme calculations based on on that salary or uh other p's and d's are generated before it and a generated p d is a p d that actually uh uses the output of previous p's and d's but it's not connected in any way so it's just triggered based on the fact that p and d prior to uh that pnd has performed the calculation created an output and then transferred into a generated pit to the generated pmd for it to perform its calculations so there's those four primary sorts of p's and p's and d's which we need to get right heads around and we're going to talk more about those as we go through this hour the next part i want to focus on is the calculation rules so within if i just skip back here so this section of the screen of this pnd talks about calculation rules it's inserted a formula so if we look at that we've got a formula and it talks about um the this now that is really saying okay it's a formula it's going to go to one of the dlls that's actually loaded with the program so every year there is the payroll update and these will be updated for the new new rates this one is around national insurance contributions this here is a dll embedded within the software and it will do various things for that particular year in which the pmd is calculated the um other types of formulas so if we actually go and have a look at the formula register um we have a range of different sorts of formulas that we can potentially use so in here i've got hourly rates monthly rates council taxes and all of these other good stuff which you would have heard of but you may not be aware of what these things are what type of formula they are so here um we've got things called a rate we've got an interval we've got a formula and we've got a program so um a rate is is one which um is calculated within the within the p and d so here we've got p1 divided by 12 and we'll look at that in a minute the program is like the one i've just talked about so that's embedded in the dll a formula if we can have a look at this is actually calculated actually stated within this formula register so if p0 plus this particular pnd and we're going to have a look at that in a minute and the other type of formula we've got is this thing called an interval so here we've got interval for working out the paye rate okay and an interval is calculated in the formula rate interval screen so here in the formula 8 interval screen this is where the banding comes in so this is payu banding we've got now the three regions so you've got the uk scotland and wales and you've got the different banding for p-a-y-e for those regions so if my salary is between um 37 and 150 000 i will be taxed at 40 and so on okay so if i just step back through those things on the formulas here we i'll just go back one more here you can see in here this particular formula is as stated what that is there when we're going to have a look within the formula register there can be all these other different types of formulas they can be intervals as well which is how we bring through the banding so there's banding for national insurance there's banding for uh payroll for for tax there's banding for some union subscriptions and all of that kind of good stuff so that's really uh what the formula 8 interval is is for if um we go and have a look at this this section of the screen here so i've talked about the different types of pnd we've talked about bringing formulas into here from the formula register or the formula 8 interval in terms of bringing values into p's and d's because a pnd is just a calculator then in here this is where we actually introduce the values that might be used in this formula so in here we've got six slots if you like p0 p1 p2 all the way through to p6 now the final value that pnd is trying to calculate will be populated in p6 which is why this is blank but we have five slots where we can bring other values into the p and d for calculation purposes and in this one here which is p zero sorry we have six slots because there's a zero um this here dollar p six is basically a shorthand for saying an amount from p's and d so this if we look up here is a generated pnd so um there will have been ps and d's that have done a calculation before this one and they've then fed their results into this pnd and we're going to use those results by bringing them in here to put into that calculation if i can just clarify that a little bit better what we're saying here is i've got three p's and d's i've got two variable p's indeeds and i've got to fix please indeed fix p and d they are going to do their calculation and they're going to produce a result which they're going to put into this p6 value so once they've run the p6 value will be the result of whatever the calculation is that they are doing that result then it could be fed into a second pnd so in this p and d it's using the output if you like from these three p's and d's and it's passing its result in turn onto another p and d so what we've created here is a little bit of a daisy chain where the results from here are being transferred to this p and d and from those pins and d's and then the result from this p d is being transferred to the generated pnd and which is why in here you can see that where it's come from so we've created this this daisy chain of uh of p's and d's so these are would do their calculations first pass the result to this one it would do its calculation and then it would pass its results that one that would do its calculation and then there may be more so within the the processing of these psds there is therefore a logical hierarchy in which p's and d's are done first and which p's and d's and then second and that third and fourth and fifth and that's a little bit beyond what we have time to talk about today how does that manifest itself in within a pnd in the base tab here basically you've got where the results are transferred from and where they're going to be transferred to so this pnd which is employees nic is going to use data from implied uh enable gross and any supplementary payments to calculate the employees nic which makes sense so it's taking the results from those b's and d's and doing something with them to calculate a result so that's what the base tab does and then what the on the first screen you see here where it says dollar p6 there it's basically saying sum all the p6 values for all of the p's and d's in this from column and then that's the result that's going to be used into this in for this p and d so basically this p and d is just adding the p6 values for all of those p's and d's once they finish their calculation and that's how this this works um if we i should have actually gone back in there and full circle to show you the dollar piece 16 the calculation but i hope you get the idea another way of bringing values in here rather than through the base is to use value references so here i got a value reference of c100 coming through so a value reference is is essentially a value which could be a rate or a balance and an associated rate so we're going to bring through an annual salary into here and in this formula here it's saying take that p0 value which is here p0 and divide it by 12. so we're bringing through a monthly salary we're dividing it by 12 and that's going to be the result for this pnd for each employee within the payroll so that's bringing in in value references so the value references here's an example so we might have annual salary monthly salary daily rates and we've got loads of other things that we we can bring into the p and d and like i said those value references will be attached to a particular rate here we're using uh pay scales so all of it's like pay steps to find the rate so if the employee is connected to this pay step here dir3 then their salary will be 60 000 pounds so what the system is doing with that p d it's going to look at the resource it's going to look at their pay step it's going to look at this value reference rate for their c 100 bring in 60 000 and then divide it by 12 as per the formula in the p and d to get the monthly amount but that's how we're bringing in the values through through uh value references so here's some different examples of formulas and so here in this left hand one you've got quite a simple formula which basically is p zero which as we can see is the amount from the p's and d's remember this is the amount that's been transferred in from the p's and d's and it's multiplied by the employer's contribution rate for the lgps pension scheme divided by 100 so that's going to calculate the employer's contribution to someone's lgs lgps pension scheme okay this middle one here is rather more complicated and this is a really good example um this is a one of the sort of standard setups this is for an aeo deduction and what you've got here is a rate coming sorry my mouse is a bit sensitive a rate coming through from the p's and d's or look at that it's a dollar p 60 so we're bringing all of those values through relevant values into the pnd but then we're also then using these different value references for different purposes within the system okay so that's quite a complicated setup but it's just really using these things for different purposes within that calculation over on the right hand side here this is more of a variable p d configuration whereby somebody can put a number in here so if you imagine like a mileage claim they put the number of miles in and then this is the rate in this case this is um uh i can't remember what that was actually but it's some sort of food parcel or something so you get the number of those times this rate gives you the amount that you're going to get paid so there's some different examples of of sort of formulas and how are they constructed you will also see things like this so if we can see at the bottom of the screen there you can see formulas that basically actually call other for other p's and d's within the calculation itself so in here it says we're going to use the pnd 3060 whatever that is and then we're going to subtract it from we're going to track subtract the values from 30 70 from 30 60. that's what that in essence is saying what the t 6 and p is saying is we're going to actually specifically use the values in this particular transaction and we're going to use the position six values which is these values here and we're going to use the values as they apply to the resources position rather than resource themselves so it's as it applies to the resources position so it's basically going to look at the resources sorry about that position and it's going to look for in this transaction the the p6 values and basically take the 30 70 values from the 30 60 values to derive the value and that's really what when you see those things anything in brackets with a p and d in front that's what that means so it just says it's basically saying use this particular p and d and t is for this transaction it might say p for this period you'll have a value in there from 0 to six so if it's zero it means use the p0 value if it's one it's using the p1 factor and so on and then in here this is the aggregation so you might see r for resource or p for position and that's what you have got got there so if we um uh have a look now uh to actually how things are posted through to the the general ledger this is the the second tab within a pnd and here you can see things now those of you who are familiar with the the finance module will look at that and go that there is awfully similar to an account rule and you're quite right so what this is actually doing is is we are linking this particular p d to an account in the general ledger here such as gross salaries when i have a look at gross salaries gross salaries is linked to an account rule for employees and cost center is mandatory okay and the resale resource is optional and whatever the setup is and really this needs to reflect what is happening in the account room there's a few little complexities like if we are running this and i've got a 4 000 members of staff on my payroll i'm not going to be manually assigning the correct cost center to each each transaction as it goes through it has to be automated so there are some options on here which basically say that for cost center you're going to get it from the resource relation or from the position relation so that's how that's done so it's automated that might when you're in the setup mode have a bearing on what you can actually collect here for the account because clearly you can only really um post stuff for payroll that you can automate automatically obtained from the user from the resource uh from the resource record or you can default in so you just need to be mindful of that when you are building the solution limits limits are used so in here we're either updating a a balance so it could be uh this would be a you the u values tend to be the uh the nickable page date taxable page day and all that kind of good stuff so every time we run the payroll those balances are being updated the other way that limits are used are for things like a relocation analysis so a user a resource might have a relay relocation allowance of x number of thousands of pounds and we can carry on uh paint making payments against that relocation allowance until the limit is reached and then it'll be stopped or the payroll person will be alerted and we can make a decision whether they want to carry on or not and the info tab really is used to define what we want to print on a page clip so it doesn't necessarily it doesn't in itself trigger these things to be printed on a payslip that's done in another area of the system but it actually controls what is put on the payload and the standard one is is um the um the print position is one is people normally have just that checked and and that's pretty much it for that okay connection so if i've got a fixed pnd like my monthly pay okay uh i said right to top that fixed ps and d's and category please these have a connection and the connection is found at the bottom of the screen it's this button here and it's helpfully called connection and when you open that you get a screen that describes what the connection is now hopefully everybody gets some sort of monthly pay so this is why this is generally collect connected if you like so it's something that's connected to everybody so the the attribute that's used there is general um everybody will hopefully get some sort of monthly pay um if we want to look at other connections so uh previously we looked at pension schemes so in in here i've i've got a connection here so this would be my pension uh pnd this is the connection screen and basically this is saying where the pinch screen so the attribute pench has these values then it will trigger this p and d this attribute there has to be either a relation on the resource or relation on the position and if there is a value in that attribute in that relation then that resource will be included in the pen in this case the pension scheme so here i've got personnel i've got relations and i've got a position folder here's that pinch relation there's the value and i'll be in that pension scheme from that date to that date and that will be sufficient to trigger the p and d to calculate my deductions um for me another one so here this one is the gmb union subscription so here for my gmb union subscriptions i have to be on i have to have a relation on the resource record for gmb union and if i have got that so here i will then the system will then take those deductions as long as these date periods are active okay so uh it will just keep taking those deductions and it's controlled by by these these dates and um that will just keep going um that now we're trying to keep these short and sweet um has anybody got any questions before you know i'm going to look at anything live anybody got any questions so no questions that come through in the chat box but if anybody wants to open up the floor or take yourselves off newton ask away tell you that as a renowning know then you've obviously blown them all away then they're they're so excited about this whole thing is anybody there other than you yes i'm here is it any questions at all i think for me it's um i've been uh it's an area we've been there done that and learned the hardware i think um so it's probably good for some of my team to see but not necessarily whether you know mark have any comments on it we will be of course like everything else all these videos will be available via our website and to youtube as well so whereas if you want to share it off with your colleagues and by all means do that yeah mark mcaneen on on this session as we speak i believe so okay so it'd be probably some use to them so there's just a couple of other things i just wanted to um to um to talk about um says taking his life life in his hands in the the pnd um register um sorry in the png register i i'm obviously using the web because we you know i'm trying to be on message for unit 4 i recognize the fact that most of you using payroll in the desktop but if you click the click the field help on the desktop you get the the same sort of help here for the ps and ds what i was talking about for when those those formulas that were using um this kind of syntax here um if i do the example this one here so p and d here this is what unit 4 calls pnd historical data function and there is quite a helpful note here in in the help files which explains really what is happening and it says what the horizons are so the example i had i think we had to t which was this this process or period which was this period but there are other ones that are there um and they're in accordance to the fields numbers so zero to six those are the amounts i was talking about and then you've got these things for r which is resource and p for the post or the s is for social security so if you've got multiple records and you want to use social security then you could do that and it's quite a good note in in there um about that and if you're not really building the formulas but you wanted to try to understand what they what they mean then that's a useful place uh to to look the other thing i wanted to show you um is in the pd register i need to go pay what's not showing me there payroll um there's my p payments and deductions the other thing i wanted to show you is working with formula here so um construction formulas this is quite again a good note for how to deal with with formulas to how to build formulas so in here it's got notes about the p0 to the p6 it's got something in here about the r function which is a bit advanced but if you do have a form that's got it in there that will explain that and then the other thing that it has in here is the so you will have p's and d's that you will have the v values in so um these are like shortcuts so v zero is a current pay in the period v one is current period number so you might see things like uh v3 minus v1 or v3 minus v2 in the formulas so if you remember and you want to sort of remember what it is in the help file here there is this thing uh working with formulas so there's two things there the p and d with historical data and the working with formulas those are really kind of kind of key there are some other ones in here about the age function and the select function but those are the two main ones that will help you decipher what term what the the formulas are that you see um over on the right hand side here things i didn't really talk about during this month during the first part was um here you've got the ability to change the sign so the pnd is going to do a calculation which is fine normal means whatever the result is that's what we want to publish into the p6 value but if we want it to be always a credit value then i can select credit um the credit actually changes the p0 value and the p6 value to be a credit but the credit amount just changes the uh p6 value to be a credit so that the p0 might still be a positive number but the the p6 would be a credit number uh you could force it to be a debit and and that's fine as well the date limits here um if you want the pnd to actually calculate if the the benefit or whatever it is midway through the month then it's going you're going to use the transaction date so the transaction date needs to be selected if they're going to get an amount and it's not date dependent then no limit is required and then you've got other things like work schedules uh based on hours or days which could be used the main ones you will see is either not limited or not or not limited or the transaction date and that's what that is active um that's this should all be set to active don't worry about the deduction priority that's used in aeos where um where there is a deduction priority so if i i can only be deducted something if i've earned enough money if there is a back pay set up then it will be put in there if there is a p11d reference it will be put in there and you've got the use these sorts of things so if this is a pnd that's related to cars and that's the the the fields it needs to populate in the p11d then that will go into there and you've got a rounding button there normally this is set to point one and that's fine you've got here uh additional options so year totals text and position text is quite a good one because in the scenario where where there is a daisy chain if uh this if you imagine my primary p's indeeds where i had those two variable p's and d's and the fixed png uh if i wanted to retain the name of the secondary pnd then i'd have to have the text switched on i basically switch that on all the time to retain the name of the p d so what i'm talking about is that doesn't suddenly get changed to be something that would that this the calculation is based on it will always stay to be text position is often checked because if it's if the if the relation is based on the position that we're going to be using uh suppressive zeros yes we can we can do that so it's not going to do uh calculate anything if it's it won't show anything if it's um zero i think we've got other things to to use there which is sort of beyond what we want to talk about today um i've got my analysis tab which we we've talked about come on i got my analysis tab which we talked about basically this is remember looking at the um account count rules i've got two sides here so this is what's going to be charged through to the p l typically and this is the the balancing account so this could be if it's blank it's going to go to net pay if there's an item in here it's going to go maybe to paye or to nic contributions or whatever it's going to go to in the balance sheet and then might be form part of third-party payments uh later on once the payroll has been run in the base i just got my transfer to here and i'm going to transfer from it's a little bit different viewing the web in the in the desktop you always get the two the two columns limits we've talked about and the information so that that really is my introduction to the exciting topic that is um is um payroll and p's and p's and d's like we know quick counter through all of this this stuff we're putting all of these on to um onto the um yeah they'll be on on the website you can get them on to youtube so yeah click look for the website to youtube i think it might be easier here is the link to youtube and so if we click on that and all the all the things we've been doing are on our youtube channel so um you can have a have a look at those and catch up and they're going to stay there for for refreshes started talking so quickly turn that off um if i come back to my powerpoint here come on come on here um we are creating a new training page on the myriad website um and um it's going to be live live soon with all sorts of um good things on there we're working on upcoming courses we're bringing in ideas for future uh webinars and everything else that we said we would do so that's all taking shape uh really nicely and i think the final thing is if there's no more questions i can leave time at the end for any more questions we're going to be running how to build seminars in september um so we're going to go pick on a topic i don't know how to build workspaces how to build dynamic forms how to build uh a new client how to build absence whatever we're going to be running a range of those in this type of format this sort of um our sort of quick canter through and we give ourselves an hour we allow plenty time for questions and we try to be as informative and as interesting as possible so has anybody else got any any other questions at all it's stunned into silence um so i put a um i put a link in the chat box for feedback um so there's a question in there so please if you don't mind uh fill that in and again like anything you can go on sort of the the question is do get read reviewed um this so if you found it great please let us know if you didn't find it great um score us appropriately and tell us why so we can improve the next time but we are looking to sort of restart this again in september um so just a show of hands sort of because we've got some sort of returning guests here uh we turn up show of hands tick boxes or or some thumbs up have these have has this series been helpful to you good and so we will be repeating these again in september so um watch this space that's probably all i can say for the moment so yeah plea please do um is the information pages link available um i think that is a fake is that the one that was there was an issue and one of them wasn't there information pages i think i might need to record again that's what we need to do again with a problem yeah we had a problem with that one yeah yeah and i just got to record that one again it's on my list of things to do and it'll be going up in the next 10 days yep so it's good neal that you're following the website which is great so so that's helpful um okay so there's again the the link for the the link for the feedback is on the line so please take a look at that so there's nothing else and we beat you farewell and we'll see you again by having a good summer we'll see you again in september [Music] [Applause] hey you