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} | + | ** 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}} | ||
| Line 22: | Line 22: | ||
{{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 == | |
| − | {{Information|text=If you have | + | {{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!'''}} |
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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
Contents
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
- How do I run a payroll period?
- How do I close a payroll period?
- How do I Deal with the Death of an Employee?
- How do I Reprint a P45?
- How do I reverse a payroll leaver?
