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Familiarisation – Payroll

This foundation-level course boosts existing efficient UK payroll management and processing by providing understanding of the HMRC-recognised, Unit4 Payroll software.

Duration: 0.5 Days

Level | Getting Familiar

This foundation-level course boosts existing efficient UK payroll management and processing by providing understanding of the HMRC-recognised, Unit4 Payroll software.


Payroll, is arguably one of the most critical operations in any company, and this course supports payroll delegates enabling them to efficiently understand the Unit4 ERP Payroll processing, enhancing the function whilst simultaneously reducing processing errors, single failure points, and compliance risk.

This familiarisation course for Unit4 Payroll will provide your attendees with the tools to optimise their payroll processing, plus promote understanding of the elements that make up an employee’s pay within Unit4 ERP, allowing them to handle different pay scenarios efficiently whilst supporting the ultimate goal of providing compliant statutory UK reporting to HMRC.

Learning outcomes

Learn how to:

Understand how data entry impacts on Payroll and how to process a payment proposal using the full payment processing sequence. Areas covered are:

  • Resource master file setup and management
  • Setup to deduct and Pay values
  • Functionality that supports the Payroll Calculations
  • Sequence of Payroll Processing
Delegate pre-requisites

None – Introduction to Unit4

Who is it for?

  • Payroll Administrator
  • Payroll Manager

Interactive workshop with an experienced consultant. All Embridge Unit4 courses are currently delivered in English.

Course Structure

Session 1


In this session you will gain an understanding of the fields within the Unit4 ERP Resource master file which have an impact on payroll, and how resources are managed for Payroll from the master file record.

The master file is a generic screen used by multiple modules within Unit4 ERP. The variation discussed in this course is found in the Payroll module and includes some fundamental elements i.e. how the payroll runs and how the payroll is calculated.

You will learn about:

  • Relations
  • Payroll Information
  • Employments
  • Rates and Balances
  • New Starter Details
  • Leaver Details
Session 2

Resource Setup

In this session you will gain an understanding of some of the key items that can be setup on a resource in order to deduct or pay values. Setup is via the resource master file and in the ‘Tools’ menu.

Some of the processes you will learn about are:

  • Fixed PDs
  • Court Orders
  • Pensions
  • Student Loans
  • Variable Payroll Transactions
  • Absence
Session 3

How Payroll is Calculated

This session will focus on how the Unit4 ERP calculates the output values that are used for the payment transactions during a pay run. This is done through a variety of complex means and uses everything from sessions 1 and 2 to make these calculations.

The main focus of the session will be:

  • Value References
  • Value Reference Rates
  • Balance Deductions
  • Payment and Deductions (PDs)

We will also revisit the payment example from our earlier session to see how all of these elements come together.

Session 4

Payroll Processing

This session with provide understanding of the sequence of processing required to successfully action a payroll. Payroll Processing must be carried out in a specific order so this session will cover:

  • Mass posting
  • Back Pay
  • Transfer of Absences
  • Payment Processing (Proposal and Confirmation)
  • Auto Enrolment
  • Payslip Generation
  • BACS Generation
  • RTI Reporting
  • Supplementary Pay Runs, Overpayments and Payroll Reversal

Premium Education training subscription

Part of the College of HCM

Premium Education training is a people-centric approach to driving training and development by always learning; learning all ways. Our subscription-based training services gives the employee and employer a suite of Unit4 training allowing the flexibility to empower your employees for effective, efficient, and proficient use of technology and solution platforms at their fingertips.

More details about Premium Education will be coming soon. Watch this space!

In the mean time if you would like to know more email enquiries@embridgeconsulting.com

Cancellation policy

All courses are delivered virtually, price per person plus VAT. On site training is available on request. Please read our cancellation policy and booking terms and conditions before checkout.


*Interactive workshop with an experience consultant. Select the number of attendees above. Course is delivered virtually and the price is plus VAT. By booking, you agree to our Terms & Conditions. An invoice with details on how to pay will be sent to your registered email address.

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