Training 13th

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Training13th 14th Nov 2007
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Introductions

• John de Giorgio
• Managing Director
• Franco Galea
• Operations Director
• Leonard Tanti Bellotti
• Product Manager Shireburn Payroll

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Agenda

• Overview of Euro Toolkit for SPS
• Preparing for Euro Conversion of SPS
• Running the Euro Toolkit for SPS
• What can you do?
• What cannot you do?
• Trials Deleting a Company
• QA

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Shireburns Euro Objectives

• Smoothen transition
• Avoid manual import/export processes
• Ensure consistency of conversion
• Retain valuable historic information
• Avoid pile-up of processes on and after -day
• Allow post -day focusing on the business
  reduce hick-ups to business
• Ensure legal conformity

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What does the Euro Toolkit for SPS do?

• Creates new denominated company
• Copies Employee Details
• Converts salaries, NI Contributions,
  calculations, grade rates, future salary scales
• Copies Converts historic transactions
• Maintains LM company for reporting

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Preparation

• Download latest update of SPS
• Finalise all payrolls
• Export Pending Transactions to SFM
• Convert Linked SFM company
• Backup Data
• Ensure no users are using SPS company
• Determine When to Run Toolkit
• Run SPS Toolkit

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Before or after Year-End?
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DemoEuro Toolkit for SPS
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Advise Shireburn

• Advise Shireburn of successful completion
• www.shireburn.com/eurotoolkit/confirm

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Trial Conversions

• Run the Trial
• Deletion only allowed for converted company
• Make sure you are on the correct company

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Some Points

• All CIR submissions for 2007 to be in LM
• Must run SFM conversion before SPS
• Reminder in Toolkit manual regarding End-of Year
  procedures
• Timesheets module converted through separate
  Toolkit uses same key as SPS

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Payroll Across 31st Dec 2007

• 31st Dec is a Monday
• Should be paid with 2007 using 2007 NI rates
• Add 1 extra day to previous weeks or fortnights
  payroll
• Add NI contribution (53 Mondays in 2007)

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Payroll Across 31st Dec 2007

• Deduct 1 day from 1st payroll in 2008
• Deduct 1 NI contribution from 1st payroll in 2008
• Any payment effected from 1st Jan 2008 onwards
  must be in
• Direct Credits processed in 2008 will be in
• assumed by Banks after 1st Jan 2008 Direct
  Credits

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What you CANNOT do

• Reprint 2007 transactions from company
• Use 2007 LM company for reprints
• Generation of reports in LM related to 2007 from
  company
• Use 2007 LM company for these reports
• Conversion of Back-posted entries
• Pay in LM on 1st Jan 2008 onwards

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SPS Euro Toolkit Checklist
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