Difference between revisions of "How do I add a payroll leaver?"
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{{Tip|text=If you choose No, the P45 will be printable from Employee Amendments.}} | {{Tip|text=If you choose No, the P45 will be printable from Employee Amendments.}} | ||
| − | === If Employee has left but their Last Pay Period has been Closed | + | === If Employee has left but their Last Pay Period has been Closed === |
{{Information|text=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!'''}} | {{Information|text=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!'''}} | ||
*In the active period set the employee as a leaver with the date they actually left. | *In the active period set the employee as a leaver with the date they actually left. | ||
Revision as of 11:26, 24 December 2018
Contents
Summary
This article explains what to do in the Payroll when an employee leaves.
More Information
Under RTI, HMRC should be informed of the employee's leaving date when you submit your FPS for the final period in which that employee is being paid. This means that the leaving date must be entered as you are processing their final period's pay.
- Go to " Systems Payroll Run Payroll Period" and select the period in the usual way. For help on this, click here. This MUST be done BEFORE you enter an employee's 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 " Payroll Maintenance Options Payroll Settings Enter Payroll Leavers" option has been removed. |
If Current Period is Employee's final pay period
- Click on the "Employee" who is leaving in " Run Payroll" screen.
- There is now a button at the top of this screen that says [Leaver].
- Click the button and enter the "Leaving Date" for the employee.
- If the date is within the period being paid (or earlier) then this will be the final period for which 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 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 has left but their Last Pay 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! |
- In the active period set the employee as a leaver with the date they actually left.
- Edit the amounts on the current period to reflect that they are not getting paid. This may result in them getting a tax rebate.
- Against the employee, press <Shift+F10> to edit the details.
- Press <Page-Down> to get onto the second page.
- Set "Allow Tax Refund? :" to 'N'. This will stop them getting any rebate in the current period.
| 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. |
See also
- How do I Close a Payroll Period?
- How do I Run a Payroll Period?
- How do I Deal with the Death of an Employee?
