Difference between revisions of "How do I add a payroll leaver?"

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* After the period has been closed and submitted, the employee's P45 details  will be displayed on screen.  
 
* After the period has been closed and submitted, the employee's P45 details  will be displayed on screen.  
 
* Select the correct option from the prompt {{DataValue|Print from P45}}.  
 
* Select the correct option from the prompt {{DataValue|Print from P45}}.  
** If you have ordered P45 stationery from [https://www.gov.uk/government/collections/paye-forms HMRC] choose the relevant {{DataValue|on pre-printed from}] option else choose {{DataValue|on plain paper}}.
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** If you have ordered P45 stationery from [https://www.gov.uk/government/collections/paye-forms HMRC] choose the relevant {{DataValue|on pre-printed from}} option else choose {{DataValue|on plain paper}}.
 
* Click {{Button|Print}}.
 
* Click {{Button|Print}}.
 
* Check it prints correctly then click {{Button|OK}}
 
* Check it prints correctly then click {{Button|OK}}
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{{Information|text=All data has now been sent to HMRC.}}
 
{{Information|text=All data has now been sent to HMRC.}}
  
=== If Employee has left but their Last Pay Period has been Closed ===
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==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!'''}}
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{{Information|text=If you have closed a period in which 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 {{KeyPress|S-F10}} to edit the details.
 
*Press {{KeyPress|PG-DOWN}} to get onto the second page.
 
*Set {{DataPrompt|Allow Tax Refund?:}} to {{DataValue|N}}. This will stop them getting any rebate in the current period.
 
  
{{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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* Go to {{Menu|{{PR}}|Run Payroll Period}} and select the period in the usual way. For help on this, click [[How do I run a payroll period?|here]].
 +
* Click on the {{DataPrompt|Employee}} who has 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.
 +
** Press {{KeyPress|S-F10}} to edit the employee record.
 +
** Select the {{Tab|Tax, NI and Pension}} tab.
 +
** Set {{DataPrompt|Allow Tax Refund?:}} to {{DataValue|N}}. This will stop them getting any rebate in the current period.
 +
** Click {{Button|Done}} and {{Button|Accept}} the changes and return to processing the payroll.
 +
* Click {{Button|Leaver}} at the top of the screen.
 +
* Enter the {{DataPrompt|Leaving Date}} for the employee.
 +
* Click {{Button|OK}}.
 +
* Process your Payroll as normal and then [[How do I close a payroll period?|close]] the period.
 +
* After the period has been closed and submitted, the employee's P45 details  will be displayed on screen.
 +
* Select the correct option from the prompt {{DataValue|Print from P45}}.  
 +
** If you have ordered P45 stationery from [https://www.gov.uk/government/collections/paye-forms HMRC] choose the relevant {{DataValue|on pre-printed from}} option else choose {{DataValue|on plain paper}}.
 +
* Click {{Button|Print}}.
 +
* Check it prints correctly then click {{Button|OK}}
 +
 
 +
{{Information|text=All data has now been sent to HMRC.}}
  
 
== See also ==
 
== See also ==

Revision as of 13:24, 5 March 2019

Summary

This article explains what to do in the Payroll when an employee leaves.

More Information

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 " Payroll Run Payroll Period" and select the period in the usual way. For help on this, click here.
  • Click on the "Employee" who is leaving.
  • Enter their pay for the final period as normal.
  • Click [Leaver] at the top of the screen.
  • Enter the "Leaving Date" for the employee.
  • Click [OK].
  • Process your Payroll as normal and then close the period.
  • After the period has been closed and submitted, the employee's P45 details will be displayed on screen.
  • Select the correct option from the prompt 'Print from P45'.
    • If you have ordered P45 stationery from HMRC choose the relevant 'on pre-printed from' option else choose 'on plain paper'.
  • Click [Print].
  • Check it prints correctly then click [OK]
All data has now been sent to HMRC.

If Employee has left but their Last Pay Period has been Closed

If you have closed a period in which an employee should have been made a leaver, you will need to do the following as soon as possible!
  • Go to " Payroll Run Payroll Period" and select the period in the usual way. For help on this, click here.
  • Click on the "Employee" who has 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.
    • Press <Shift+F10> to edit the employee record.
    • Select the [Tax, NI and Pension] tab.
    • Set "Allow Tax Refund?:" to 'N'. This will stop them getting any rebate in the current period.
    • Click [Done] and [Accept] the changes and return to processing the payroll.
  • Click [Leaver] at the top of the screen.
  • Enter the "Leaving Date" for the employee.
  • Click [OK].
  • Process your Payroll as normal and then close the period.
  • After the period has been closed and submitted, the employee's P45 details will be displayed on screen.
  • Select the correct option from the prompt 'Print from P45'.
    • If you have ordered P45 stationery from HMRC choose the relevant 'on pre-printed from' option else choose 'on plain paper'.
  • Click [Print].
  • Check it prints correctly then click [OK]
All data has now been sent to HMRC.

See also


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Keywords AND Misspellings
payroll leaver, payroll leavers, payroll, leavers, p45