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

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== Summary ==
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This article explains how to reverse a payroll leaver.
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== More Information ==
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{{Note|text=This should '''NOT''' be used if an employee has left and then returns to work for you at a later time '''OR''' if you have already issued the employee with a P45 - you should create a completely new employee record in these circumstances.}}
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The guidance from HMRC on this can be found http://www.hmrc.gov.uk/payerti/reporting/errors.htm.
  
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== Summary ==
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Having already submitted P45 details to HMRC you are advised to contact them to report the correction you are making.
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There may be instances whereby you need to reverse a payroll Leaver. This article explains how to do so.
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=== Before the Period Has Been Closed ===
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Go to {{Menu|{{PR}}|Run Payroll Period}}.
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* This will bring up the "Payroll Selection" screen if you pay on more than one frequency (e.g. weekly and monthly). Select the payroll frequency you wish to run, by selecting {{DataValue|Yes}} next to the appropriate frequency.
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* Highlight the employee in question and press {{KeyPress|S-F10}}.
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* From the employee code, press {{KeyPress|A-F8}}.
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* This will bring up a box headed {{DataPrompt|P45 Part 1: Employee Leaving Work}}.
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* Clear the leaving date by pressing {{KeyPress|C-F2}}.
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* Click {{Button|OK}}.
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* Press {{KeyPress|ESC}}.
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* This will take you back to the {{DataValue|Run Payroll}} screen.
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=== After the Period Has Been Closed and Rolled Back ===
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If you have closed the payroll period and moved forward, you will need to reverse the current payroll period back to the previous one. Click [[How do I remove a payroll period?|here]] for more details on reversing a payroll period, and then follow the instructions below.
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Go to {{Menu|{{PR}}|Maintenance Options|Add or Edit Employees}}.
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* Click {{Button|Search}} and select the employee from the list.
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* Click {{Button|Edit}}.
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* Click on the {{Tab|Employment}} tab and change the {{DataPrompt|Payroll Hold}} drop down to {{DataValue|No}}.
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* Click {{Button|Done}} and {{Button|Accept}}.
  
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== After the Period Has Been Closed ==
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Go to {{Menu|{{PR}}|Run Payroll Period}}.
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If you have closed the payroll period and moved forward you will need to reverse current payroll period to go back to the previous one. You can do this by following the steps in [[How do I Delete a Payroll Period?|THIS]] article and then follow the additional steps in the section [[How do I Reverse a Payroll Leaver?#Before the Period Has Been Closed|BELOW]].
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* This will bring up the "Payroll Selection" screen if you pay on more than one frequency (e.g. weekly and monthly). Select the payroll frequency you wish to run, by selecting {{DataValue|Yes}} next to the appropriate frequency.
 +
* Highlight the employee in question and press {{KeyPress|S-F10}}.
 +
* From the employee code, press {{KeyPress|A-F8}}.
 +
* This will bring up a box headed {{DataPrompt|P45 Part 1: Employee Leaving Work}}.
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* Clear the leaving date by pressing {{KeyPress|C-F2}}.
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* Click {{Button|OK}}.
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* Press {{KeyPress|ESC}}.
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* This will take you back to the {{DataValue|Run Payroll}} screen.
  
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== Before the Period Has Been Closed ==
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Complete the [[How do I run a payroll period?|period]] as usual then repeat the usual steps to produce their [[How do I add a payroll leaver?|P45]].
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Once in the payroll period in which the leaver has been entered go to {{Menu|{{PR}}|Run Payroll Period"}}.
 
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* This will bring up a "Payroll Selection" Screen - if you pay on more than one frequency (e.g. weekly and monthly). Select the Payroll frequency you wish to run, by selecting "Yes" next to the appropriate frequency.
 
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* Select the employee on which you have entered the leaving date and Press {{KeyPress|S-F10}}.
 
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* From the employee code Press {{KeyPress|A-F8}}.
 
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* This will bring up a box Headed {{DataPrompt|P45 Part 1: Employee Leaving Work}}.
 
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* Delete the leaving date and click {{Button|OK}}.
 
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* Press {{KeyPress|Esc}}.
 
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* This will Take you back to the {{DataValue|Run Payroll}} Screen and the employee with now not have a p45 to process at the end of the period thus removing them as a leaver.
 
  
 
== See also ==
 
== See also ==
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* [[How do I Close a Payroll Period?]]
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* [[How do I close a payroll period?]]
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* [[How do I Add a New Employee to the Payroll?]]
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* [[How do I remove a payroll period?]]
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* [[How do I Delete a Payroll Period?]]
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* [[What should I do if I submitted incorrect P45 details online?]]
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* [[How do I enter a Payroll leaver?]]
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* [[How do I set up platinum for online P45 submissions?]]
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* [[What should I do if I Submitted Incorrect P45 Details Online?]]
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* [[How do I reprint a P45?]]
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* [[How do I Set up Platinum for Online P45 Submission?]]
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* [[How do I deal with redundancy in the payroll?]]
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* [[How do I Reprint a P45?]]
 
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* [[How do I Handle Redundancy in the Payroll?]]
 
  
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{{KB_Tags|PAYROLL LEAVER, PAYROLL LEAVERS, PAYROLL, LEAVERS, P45, REVERSE, UNLEAVE, UNDO}}
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{{KB_Tags|payroll leaver, payroll leavers, payroll, leavers, p45, reverse, unleave, undo}}
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{{KB_PR}}
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{{How}}{{KB_PR}}

Latest revision as of 06:30, 9 November 2019

Summary

This article explains how to reverse a payroll leaver.

More Information

This should NOT be used if an employee has left and then returns to work for you at a later time OR if you have already issued the employee with a P45 - you should create a completely new employee record in these circumstances.

The guidance from HMRC on this can be found http://www.hmrc.gov.uk/payerti/reporting/errors.htm.

Having already submitted P45 details to HMRC you are advised to contact them to report the correction you are making.

Before the Period Has Been Closed

Go to " Payroll Run Payroll Period".

  • This will bring up the "Payroll Selection" screen if you pay on more than one frequency (e.g. weekly and monthly). Select the payroll frequency you wish to run, by selecting 'Yes' next to the appropriate frequency.
  • Highlight the employee in question and press <Shift+F10>.
  • From the employee code, press <Alt+F8>.
  • This will bring up a box headed "P45 Part 1: Employee Leaving Work".
  • Clear the leaving date by pressing <Ctrl+F2>.
  • Click [OK].
  • Press <Esc>.
  • This will take you back to the 'Run Payroll' screen.

After the Period Has Been Closed and Rolled Back

If you have closed the payroll period and moved forward, you will need to reverse the current payroll period back to the previous one. Click here for more details on reversing a payroll period, and then follow the instructions below.

Go to " Payroll Maintenance Options Add or Edit Employees".

  • Click [Search] and select the employee from the list.
  • Click [Edit].
  • Click on the [Employment] tab and change the "Payroll Hold" drop down to 'No'.
  • Click [Done] and [Accept].

Go to " Payroll Run Payroll Period".

  • This will bring up the "Payroll Selection" screen if you pay on more than one frequency (e.g. weekly and monthly). Select the payroll frequency you wish to run, by selecting 'Yes' next to the appropriate frequency.
  • Highlight the employee in question and press <Shift+F10>.
  • From the employee code, press <Alt+F8>.
  • This will bring up a box headed "P45 Part 1: Employee Leaving Work".
  • Clear the leaving date by pressing <Ctrl+F2>.
  • Click [OK].
  • Press <Esc>.
  • This will take you back to the 'Run Payroll' screen.

Complete the period as usual then repeat the usual steps to produce their P45.

See also


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Keywords AND Misspellings
payroll leaver, payroll leavers, payroll, leavers, p45, reverse, unleave, undo
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