Opera 3 Payroll

Simplify key tasks and comply with tax rules

Award-winning Opera 3 Payroll & HR from Pegasus has HMRC PAYE Recognition and is full of automated procedures to take the strain out of processing your payroll and help you comply with complex tax, pension and employment legislation.

Apart from handling all your day-to-day tasks, Opera 3 Payroll caters fully for auto enrolment of pensions and goes even further, offering salary sacrifice and integration with pension providers such as NEST and NOW: Pensions, ensuring all your requirements are covered. In addition, by making use of web and email, it’ll help reduce your costs and administrative burden.

See It In Action

"Excessive amounts of time spent on payroll administration can detract from the smooth running of the business. Opera 3 manages the day-to-day payroll processes and deals with the demands of both RTI and auto enrolment effortlessly, the value of which cannot be underestimated."
Gareth Lloyd, Manager, Brymbo Sports & Social Complex

Flexible

Opera 3 Payroll & HR can be purchased outright to use on-premise, or it can be used in the cloud.

Customisable

We understand that every business is different so we’ve designed Opera 3 Payroll & HR to be customisable: forms can be changed, conditions added to fields and menu structures modified. This means that you can benefit from a payroll solution that can be tailored to meet your own exact requirements and realise a greater return on investment.

Scalable

Opera 3 Payroll & HR is ideal for companies of widely varying sizes, from fewer than 10 employees right through to over 25,000 employees, it’s that powerful. Its multi-company capability, 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 solution which offers financial and supply chain management, CRM, business intelligence and electronic document management, to deliver unbeatable inter-departmental integration and knowledge-sharing across the entire business.

Summary

  • Multi-user, with Company and Group password control and menu level access restriction.

  • Full integration with Opera 3 Document Management.

  • Links to the Nominal Ledger, Cashbook and Costing Financial modules of Opera 3.

  • Email payslips.

  • Definable cheque and payslip designs to suit Company stationery requirements.

  • Create unlimited Companies with unlimited employees per company.

  • Weekly, fortnightly, four weekly and monthly paid employees can be maintained all in one company.

  • Employee profiles for efficient employee record creation.

  • Employee payment details and payslip images can be retained for up to 999 pay periods.

  • Payslips from past periods can be reprinted at any time.

  • Employees can be paid via BACS, reducing the time and costs required to process payments.

  • Employment Allowance.

  • Apprenticeship Levy.

  • Submit RTI FPS, EPS and NVR files using the Online Filing Manager.

  • Filtered Historical employee record processing to current legislative bandwidths.

  • Automated Director’s National Insurance calculations.

  • Multiple pension scheme management.

  • P45 processing.

  • Track key field changes for the payroll year using the Audit Log.

  • Backup and Restore facility.

  • ShPP and fully automated SSP, SMP, SPP (Birth), SPP (Adopt) and SAP processing and reporting, with complex legislation built in.

  • Automated Attachment Orders processing and reporting.

  • Retrospective NI code changes with automatic adjustment value calculation and processing.

  • Caters for Holiday pay across year-end.

  • Address, bank details and holidays.

  • Student Loan.

  • Tax and National Insurance To-Date details.

  • Payments and deductions: permanent and temporary values, retained units and rates, Zero This Period facility.

  • Quick calculation, showing net pay, total deductions and NI’able earnings.

  • Payrolling of benefits.

  • Retained History with payslip image drilldown.

  • Employee photograph attachment.

  • Ability to embed documents, spreadsheets etc, via OLE technology.

  • Departmental reporting.

  • Reports can be exported to Excel.

  • Payslip, cheque and BACS list generation.

  • P60 End-of-Year reports.

  • P11 Deductions Working Sheet.

  • P32 employer’s Payment Record, with payment and funding recording and multi-company consolidation.

  • Advanced Payments & Deductions listing.

  • This Period and To Date summaries.

  • Comprehensive statutory payments, Attachment Orders and pension contribution reports.

  • Additional Reporter module available, for the creation of your own reports.

  • Stakeholder Pensions.

  • Fixed amount.

  • Percentage of definable figure.

  • Group Personal Pension.

  • Salary Sacrifice.

  • Integration with NEST and NOW: Pensions.

  • Freestanding AVC.

  • Up to three different LEL/UEL criteria.

  • Employee diary showing sickness, holidays, maternity and compassionate leave, and training.

  • Variable employee working patterns reflected within the diary.

  • Accurate days, hours and minutes event recording and analysis.

  • Keep records for up to 99 years, including job changes and salary updates.

  • Pro-rata holiday entitlement and holiday carry-over.

  • Comprehensive, context sensitive help.

  • Export information to Microsoft Word and Excel.

Features

  • PAYE Recognition: Opera 3 Payroll has HMRC PAYE Recognition.
  • RTI and auto enrolment are fully catered for.
  • Email payslips and P60s.
  • Export reports to Excel.
  • Multi-Company processing: Create one to unlimited companies.
  • Multi-Group processing: Create up to 36 Payroll Groups per company. Access to Groups may be controlled by password and can have different payment frequencies and unlimited employee records.
  • Number of employees: Create one to unlimited employee records.
  • Employee profiles: Streamlines the creation of employee records as it applies employee characteristics that can be assigned to a group of employees or to an individual employee.
  • Payments & Deductions: Create up to 999 payments and deductions.
  • NI Adjustments: Perform retrospective NI adjustments.
  • Director’s NI: Calculation based on date of appointment.
  • Pay methods: Includes a wide range of payment methods including BACS, cheque and cash.
  • Advanced pension management: Create multiple Pension Schemes, including stakeholder, personal, group personal and AVC, with full reporting capabilities.
  • Statutory payments: ShPP and fully automated processing and reporting of SSP, SMP, SPP (Birth), SPP (Adopt) and SAP.
  • P45 (leaver processing).
  • P11 reporting: Automated and designed to replicate the Deductions Working Sheet. Includes detailed and summary option with period range and tax year selection.
  • P32 processing: Automated and designed to replicate the Employer’s Payment Record. Includes monthly or quarterly payment recording, funding, total value drilldown and multiple company consolidation, employer allowance and Apprenticeship Levy.
  • Student loans: Automated, with deductions calculated in accordance with the current legislative threshold and percentage amounts.
  • Payrolling of benefits.
  • Salary sacrifice.
  • Pension provider integration: Opera 3 Payroll and Opera II Payroll offer integration with NOW: Pensions and NEST.
  • Attachments: Attach multiple files (eg spreadsheet, Word document) to an employee record
  • Holiday pay: Process Holiday Pay based on average earnings or an accrued amount
  • Attachment Orders: Automated, with deductions calculated in accordance with current legislation
  • Payroll history: Transaction history and payslip images retained for up to 999 pay periods
  • Transfer: Transfer an employee from one payroll group to another or change the employee reference
  • Override Tax/NI: Override an Employee’s Tax/NI system calculation when circumstances dictate
  • Global Holiday: Provides the facility to place a Group of employees on holiday
  • Employee photo: Assign a photograph to an employee record
  • Payroll analysis: Analyse payroll values by payroll group, employee, payroll department, Nominal Cost Centre, Department and Project
  • Integration: Integrates with the Nominal Ledger, Cashbook and Costing with real-time or batch update and transfer
  • User-definable Views: Define Payroll Views with up to six levels of analysis, apply criteria filtering and graphical representation. Report across pay periods with full transactional drilldown and easy export facilities to Microsoft Excel
  • Historical employees: Allows access to historical employee information, including payslip images and the ability to easily re-instate an employee record if required
  • Global updates: Perform updates of rates and values across the Payroll, with the option to print pay rise slips and a full audit trail
  • Audit log: The audit log records all key field changes made throughout the tax year
  • Comprehensive reporting: An extensive range of reports are provided as standard
  • Customisable: Opera 3 Payroll can be customised to suit the specific requirements of your business
  • Context-sensitive Help: Comprehensive and easy to use Help facilities
  • Employee Diary: Records sickness, holiday, maternity, compassionate leave, absence and training, in days, hours and minutes, for each employee.
  • Working Patterns: Define variable Working Patterns for a group of employees or an individual employee, with the option to ignore Bank Holidays. Working patterns are reflected in the employee diary.
  • Pro-rata holidays: Pro-rata holiday entitlement can be calculated and displayed within the employe’s diary, with a holiday carry-over facility.
  • History: Retain personnel records and transactions, including job and salary changes, for up to 99 years.
  • Attachments: Attach multiple files (eg spreadsheet, Word document) to an employee record.
  • Audit Log: The audit log records all key field changes made throughout the tax year.
  • Global salary changes: Process updates for salaried or hourly paid employees, with immediate payroll adjustment.
  • Comprehensive reporting: An extensive range of reports are provided as standard.
  • Customisable: Personnel can be customised to suit the specific requirements of your business.
  • Context-sensitive Help: Comprehensive and easy to use Help facilities.
  • HMRC Quality Standard: The Online Filing Manager is recognised by HMRC. Quality Standard validation is performed on Real Time Information generated by Opera 3 before submission via the Government Gateway.
  • VAT 100 Return: Submit online via the Government Gateway.
  • Submission Status: Connect to the Government Gateway after a submission has been made to check the status of the return.
  • Context Sensitive Help: Comprehensive and easy to use Help facilities.
  • Benefit Sections & Sub-Types: The P11D Organiser includes statutory benefit types and descriptions. The descriptions can be amended, dispensation and default values applied and additional descriptions created.
  • Benefit allocation: Benefits can be attached to an individual employee, all employees or a group of employees.
  • Integration: Seamless integration with Opera 3 Payroll ensures that the P11D Organiser is kept up to-date with new companies or employees, revised employee details or leaver information.
  • HMRC guidelines: The P11D Organiser contains current HMRC information to assist with any legislative queries.
  • File online: Submit benefit and expenses data to the HMRC via the Government Gateway, including P11D, P9D, P11D (b) and P46 (car) in-year forms.
  • Comprehensive reporting: Employer, employee, benefits & expenses, fleet and periodic reports are all included, with email, PDF and print facilities.
  • Excel Integration: Predefined wizards allow users to import information directly into the P11D from Microsoft Excel, eg mileage and car information.
  • Additional tools: Intuitive data merge; benefit alignment and data archive routines are included. Data from previous years may be retained as required and reported on.

TMB Privacy Policy

Why do we hold personal data?

Like any business, TMB Group has to keep personal data about staff, clients and potential customers. When you fill in the contact form on our website, for example, we need to keep a record so we can get back to you. Data is also held so we can deliver our services and so we can provide useful information, such as security update news.

What data do we keep?
Depending on our relationship with you, we’ll hold information such as your first and last names, your email address, your phone number and your postal address. We will also possibly have details about your business and those who work for you. If you’re a customer, then we may have some of your banking detail so we’re able to accept payments for the services we provide.

How is your data stored?

As a responsible IT company, TMB stores personal data on secured computer systems. Anything that is archived will be placed on encrypted drives.

We do use third-party customer management software, Autotask, which means data may be stored on their servers, but only the data we need to deliver our services. The same goes for the Microsoft services we use, such as Word, Excel and PowerPoint, which store information on Microsoft’s cloud servers. We also use Mailchimp for marketing purposes: to send emails and to manage subscriber lists.

These third parties are not permitted to share your data or to use it for marketing purposes. You can find Autotask’s privacy policy here: https://www.autotask.com/privacy-policy. Microsoft’s privacy policy for Office 365 is here: https://www.microsoft.com/online/legal/v2/?docid=43. Mailchimp’s policy is here: https://mailchimp.com/legal/privacy.

How long do we keep your data?

We will keep your data in our systems until it is no longer relevant to our business, but you can request that we remove or update it at any time. We will also inform any relevant third parties of your request.

Access to your information

The key thing to remember is that your data belongs to you. That means you can request copies of your personal data any time you like, or to access and update it. You also have the right to be forgotten, so if you ask that we delete your data, we will do so or provide a valid reason why we are unable to. We will, of course, require proof of your identity before addressing any such request.

Depending on your request, your information may be provided to you electronically. In such cases, it will be provided in a commonly used format.

Unsubscribing and deletion

Unsubscribing is not the same as a request for us to delete personal data. If, for example, you unsubscribe from a mailing list, it is necessary to keep your email address on record to prevent marketing email from being sent to you. If we were to delete that information, we would have no way to tell if you have unsubscribed. Nevertheless, you still have the right to request erasure of your personal data.

Your right to complain

If, for any reason, you are unhappy with the way your personal data is treated by us, you have the right to complain to a supervisory authority. In the UK, that would be the Information Commissioner’s Office (ICO).

Website analytics

Anyone who visits our website will automatically have data about them collected via Google Analytics. This gives us broad information about what people are doing on our website and which pages they are looking at. It does not provide us with personal information that could be used to identify individuals.

Cookies

Cookies are small text files that web browsers receive from websites. They are stored on your computer, and they enable sites to do things like remember if you’ve visited before, if you’re a customer, what your preferences are and so on. You are entitled to view our website without them, but you may lose this kind of functionality if you do so.

International data transfers

Information that we collect may be stored and processed in and transferred between any of the countries in which we operate in order to enable us to use the information in accordance with this privacy policy.

Data controllers and processors

TMB is the controller for marketing activity and personal data/special category data we hold on our own employees, but we are the processor when processing our customers’ personal data (e.g. buying a licence for a named individual).  We  may use sub-processors for processing data given to us by customers.

What we won’t ever do is sell your data. And if you sign up to our mailing list, you’ll only receive marketing material from TMB as a result – no one else.

For any questions regarding your data, contact TMB’s technical director, Richard Shuker, at [email protected] or write to us at A1 Endeavour Business Park, Penner Road, Havant, Hampshire, PO9 1QN..