Difference between revisions of "How do I add a payroll leaver?"
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== Summary == | == Summary == | ||
| − | + | This article explains how to enter someone's leaving date into your Platinum {{PR}} system. | |
== More Information == | == More Information == | ||
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* Go to {{Menu|Systems|{{PR}}|Run Payroll Period}} and select the Payroll period in the usual way. For help on this click [[How do I Run a Payroll Period?|HERE]]. '''This MUST be done BEFORE you enter a employees Leaving date.''' | * Go to {{Menu|Systems|{{PR}}|Run Payroll Period}} and select the Payroll period in the usual way. For help on this click [[How do I Run a Payroll Period?|HERE]]. '''This MUST be done BEFORE you enter a employees Leaving date.''' | ||
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{{Note|text=Should you have "jumped the gun" and made them leave too early, re-trace your steps as above, and click {{Button|Undo}} to blank out the leaving date and re-activate the employee. Process them as necessary and then repeat the process at the correct time. If the initial form was sent to HMRC, either online or in the post, then you must inform them in writing of the situation and what happened.}} | {{Note|text=Should you have "jumped the gun" and made them leave too early, re-trace your steps as above, and click {{Button|Undo}} to blank out the leaving date and re-activate the employee. Process them as necessary and then repeat the process at the correct time. If the initial form was sent to HMRC, either online or in the post, then you must inform them in writing of the situation and what happened.}} | ||
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| + | == Old Archive Information == | ||
| + | There are temporarily two methods for entering payroll leavers. For any leavers up to your starting on RTI, the Pre 2012-2013 Payroll year end (Pre-RTI Submissions) method below will apply. Once you are submitting under RTI, then Post 2012-2013 Payroll year end (Once RTI Submissions are active) method will apply. | ||
== See also == | == See also == | ||
Revision as of 12:54, 16 December 2014
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Contents
Summary
This article explains how to enter someone's leaving date into your Platinum Payroll system.
More Information
- Go to " Systems Payroll Run Payroll Period" and select the Payroll period in the usual way. For help on this click HERE. This MUST be done BEFORE you enter a employees Leaving date.
 | Because of the requirement that a leaver's details must be submitted to HMRC under RTI on their final payday, not after, the " Systems Payroll Payroll Parameters/Maintenance Payroll Parameters Enter Payroll Leavers" option has been removed. |
If Employee is Leaving Current Period
- There is now a button at the top of the " Run Payroll" screen that says [Leaver].
- Click the button and enter the "Leaving date" for the employee.
- If the date is within the payroll period being paid (or earlier) then this will be the final period the employee is paid and the following steps will apply, otherwise the employee will continue to be paid normally until that date is reached.
- Process your Payroll as normal and then close the Payroll period. For more details on how to do this, click HERE.
- After the period has been closed and submitted to RTI, Platinum will ask if a P45 is to be printed.
 | If you choose No, the P45 will be printable from Employee Amendments. |
If Employee is Leaving but Previous Period has Been Closed
 | If you have processed a period where an employee should have been made a leaver. You will need to do the following as soon as possible!
|
| Should you have "jumped the gun" and made them leave too early, re-trace your steps as above, and click [Undo] to blank out the leaving date and re-activate the employee. Process them as necessary and then repeat the process at the correct time. If the initial form was sent to HMRC, either online or in the post, then you must inform them in writing of the situation and what happened. |
Old Archive Information
There are temporarily two methods for entering payroll leavers. For any leavers up to your starting on RTI, the Pre 2012-2013 Payroll year end (Pre-RTI Submissions) method below will apply. Once you are submitting under RTI, then Post 2012-2013 Payroll year end (Once RTI Submissions are active) method will apply.
See also
