Entering P45 details/new starters
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Revision as of 15:54, 25 September 2008 by Jeremy Shave (talk | contribs) (New page: {{Incomplete}} == Summary == This article explains how to enter a new starters P45 details into the payroll system. == Details == Get into "Payroll" -> "Payroll Parameters/Maintenance" ->...)
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Summary
This article explains how to enter a new starters P45 details into the payroll system.
Details
Get into "Payroll" -> "Payroll Parameters/Maintenance" -> "Employee Amendments"
- Enter the Employee's Code and press <Enter>
- Press <F8> Adjustment Entry
- Enter the date of the Adjustment entry, which must be within the current period date range (this does not reflect the date the employee started).
- Press <Enter> to move to the Comment field.
- Enter a Comment relevant to the adjustment entry e.g. P45 Details.
- Press <F2>. The field ‘Previous Employment Adj.’ needs to be set to Yes.
- Pressing <F2> will change this field from ‘No’ to ‘Yes’. This is important as it tells the system that any values entered are from a P45 - this is especially important if you have already included this employee in one or more payroll runs.
- Press <Enter> to move to the ‘Payment’ field.
- Enter the Payment to date, from the P45.
- Move to the ‘TAX’ field and enter the Tax to date, from the P45.
- Press <Esc> and you will be asked to confirm this is a ‘Previous Employment Adjustment’ - say ‘Yes’ to this.
- Accept the entry by pressing <Enter>.
- You will be taken to an Adjustment box, which shows all Adjustments for this employee, for this period.
- Press <Esc> to return to the Employee Details.
