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CSO Reporting FAQs

1) How do I exclude an employee from the CSO report?

2) How do I exclude payments from CSO reporting?

3) I did not set up my CSO history correctly at the beginning of the Tax Year. Now I need to return a CSO survey. Can I generate the correct details for each employee?

4) Can I generate a CSO report for all payrolls in my company?

5) What is the Hours Multiplier used for?

6) How do I set up a Redundancy payment?

7) Where do I enter Standard Hours for salaried employees?

8) How do I classify Illness Benefit and Disability payments for CSO returns?

9) Can I change the Paid Contracted Hours for employees before I submit my CSO return?

1) How do I exclude an employee from the CSO report?

1. In the navigation pane's Employee view, click Employee Details.

2. Open the relevant employee details record in the Employee Details window.

3. Click the CSO Details tab.

4. Select the Exclude Employees from the CSO Report checkbox.

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2) How do I exclude payments from CSO reporting?

1. In the navigation pane's Payroll view, click the Edit Payments option.

Alternatively, select the Payroll - Payments menu option.

2. If a payment is to be excluded from the CSO reporting, set the CSO Type to ‘Not

Relevant’

3. Click OK.

3) I did not set up my CSO history correctly at the beginning

of the Tax Year. Now I need to return a CSO survey. Can I

generate the correct details for each employee?

This involves several steps.

Step 1: Ensure the CSO feature is enabled.

1. In the navigation pane's Payroll view, click the Change Main Company/Payroll Details

icon.

2. In the Company Details window, open the CSO tab.

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3. Select the Use CSO Reporting Feature checkbox.

4. Type the company's CSO CBR number.

5. Click OK. Micropay Professional's CSO Reporting feature is now enabled.

Step 2: Set up Payments for CSO Reporting

All payments must be set up for CSO reporting.

1. In the navigation pane's Payroll view, click the Edit Payments option.

Alternatively, select the Payroll - Payments menu option.

� For each payment that is a redundancy payment, select Redundancy the Type column.

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� For each payment that is a benefit in kind, specify the BIK type in the BIK Type

column.

� For all payments that have been set up, specify in the CSO Type column

whether the payment is regular pay, overtime pay or irregular pay.

� In the NES Type column, select Shift, Bonus or Commission for any

relevant payment.

2. Click OK.

Step 3: Record Paid Contracted Hours

To record Paid Contracted Hours for each employee (necessary for CSO reporting purposes),

you need to enter each individual employee's Std Hrs in the Employee Details window's

Payments tab.

1. In the navigation pane's Employee view, click Employee Details.

2. Open the relevant employee details record in the Employee Details window.

3. Click the Pay/YTD tab.

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4. Set the Pay Type.

� If the pay type is Salary, the standard hours per period are taken to be the paid

contracted hours. So if the employee has the pay type Salary, the ‘Standard Hours

per Period’ must be specified.

� If the pay type is Hourly, the standard hours per period are taken to be the total of all

hourly payments with the CSO type Regular from that pay period.

5. Click the Payments tab.

6. Set the employee's Standard Hours value. Step 4: Record Standard Hours Per Day

1. In the navigation pane's Employee view, click Employee Details.

2. Open the relevant employee details record in the Employee Details window.

3. Click the Holidays tab.

4. Set the employee's ‘Total Number of Hours in a Working Day’ value.

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Step 5: Ensure Employee’s historical information is up to date

1. In the navigation pane's Employee view, click Employee Details.

2. Open the relevant employee details record in the Employee Details window.

3. Click the CSO Details tab.

2. Click the Fill Blank History option to complete fill the table.

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Points to Note

1. The Fill Blank History option generates the history from the employee’s historical

payslips.

2. The Contracted Hours for Salary paid employees is generated from the Standard

Hours (Std. Hrs) on the Employe Details window’s Payments tab. If the employee

has changed his/her standard hours since a previous pay period, you must review the

CSO History to ensure the correct Standard Hours value has been generated for the

employee.

3. The ‘Total Number of Hours in a Working Day’ used to generate the Holiday Hours for

each CSO record is taken from the Employee Details window’s Holiday tab. If this

has changed in a past pay period, then you should check the Employee’s CSO

history to ensure Holiday Hours were calculated correctly.

4. The Fill Blank History option uses the current Payment setup to generate the CSO

history items for Regular Pay, Irregular Pay etc. If your payment setup has changed

since a previous period e.g. a payment “Salary” was set up with a CSO type “Regular

Pay”, now it is set up as “Irregular Pay”, you should check the Employee’s CSO

history to ensure all payments were assigned correctly.

5. Sick Hours and Other Hours are not populated using the Fill Blank History option;

you must enter these manually into the Employee Details, or add them to the survey

form before submitting this to the CSO.

6. If there are history records in the table that are incorrect, you can highlight the record

and use the F5 key to delete the incorrect record. Click the Fill Blank History option

to recreate the record.

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4) Can I generate a CSO report for all payrolls in my company?

The quarterly CSO Earnings, Hours and Costs report is a standard payroll report. When you

generate this report within a particular payroll, the report includes data from all CSO-enabled

payrolls that belong to the same company as this one. You must transfer this information to

the form provided by the Central Statistics Office.

1. Click Other Reports in the navigation pane's Pay Run view or Other Reports in the

desktop process map.

Alternatively, select the Reports - Payroll Reports menu option.

2. In the Payroll Reports window's Company tab, select the CSO Earnings Hours & Costs

radio button.

3. Click Preview to view the report onscreen, or Print to generate a paper copy of the report.

4. In the dialogue box that displays, specify the quarter of the year for which you want to

generate the report, and then click OK.

5. The Payroll Summary screen opens. This provides a list of the payrolls that will be included

in the report. This includes all payrolls associated with the same licensed company name as

the current payroll, with the exception of:

� those for which CSO reporting is disabled

� those with no pay period completed in the current year

Note: The CSO requires you to include all the company payrolls on the survey form. Click

Continue to generate the report.

6. The report displays onscreen, or is printed, as appropriate.

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5) What is the Hours Multiplier used for?

In certain cases, an employee may be paid an hourly payment, but the you may not want the

hours associated with the payment carrying through to the CSO’s ‘Paid Contracted Hours’

section in the Earnings Hours and Employment Costs report.

A typical situation in which this could occur would be where the employee is being paid a shift

premium for working evenings/nights. In this case, the payroll operator may use two Hourly

Payments in order to process the employee’s standard wage for one week.

They may use one hourly payment (with a CSO type of ‘Regular Pay’) to process 40 hours of

Basic pay.

They may also use a second hourly payment (with a CSO Type of ‘Regular Pay’ and

NES Type of ‘Shift’) to process 40 hours for their Shift Premium.

Both of these payments have a CSO type of Regular Pay and the employee has a pay type of

‘Hourly’.

This means that the CSO ‘Contract Hours’ value for the period will read 80, but the

employee has only physically worked 40 hours.

To prevent a situation such as this occurring, it is possible to adjust the ‘Hours Multiplier’

value on the Payment Settings screen for the Shift payment.

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6) How do I set up a Redundancy payment?

1. In the navigation pane's Company/Payroll view, click the Edit Payments

option. Alternatively, select the Company/Payroll - Payments menu option.

2. If a payment is a Redundancy Payment, set the Type to ‘Redundancy’.

3. Click OK to save your changes.

7) Where do I enter Standard Hours for salaried employees?

1. Open the Employee Details window by doing one of the following:

� click Edit Employees in the desktop's process map

� click Edit Employees in the navigation pane's Pay Run view

� select the Processing - Employee Details menu option

� click Emp Details

2. Select the relevant employee.

3. Select the Payments tab.

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4. In the Std Hrs field, enter the standard hours that the employee works each pay period

(i.e. Paid Contracted Hours).

5. Click Save.

Note: If the employee’s pay type is Hourly, the Std Hrs per Period value is calculated by

the system. It sums all hourly payments with the CSO type Regular processed in the pay

period for the employee.

8) How do I classify Illness Benefit and Disability payments for CSO returns?

1. In the navigation pane's Company/Payroll view, click the Edit Payments option. Alternatively,

select the Company/Payroll - Payments menu option.

2. If a payment is a Disability Payment (that is, if it has the type ‘Disability’ or ‘Paid Disability’),

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set the CSO Type to Regular Pay.

3. Click OK to save your changes.

9) Can I change the Paid Contracted Hours for employees before I submit my CSO return?

If you need to make a manual adjustment to any of the employee’s Paid Contracted Hours

(hours worked in a single pay period) before submitting the information to the CSO, you

can do so by amending the CSO history in the Employee Details.

1. Open the Employee Details window by doing one of the following:

� click Edit Employees in the desktop's process map

� click Edit Employees in the navigation pane's Pay Run view

� select the Processing - Employee Details menu option

� click Emp Details

2. Select the relevant employee.

3. Select the CSO Details tab.

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4. Locate the relevant pay period(s) in the grid and amend the required values.

5. Click Save.