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

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== More Information ==
 
== More Information ==
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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.
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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.
  
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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]]. '''This MUST be done BEFORE you enter an employee's Leaving Date.'''
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This means that the leaving date must be entered as you are processing their final period's pay.
  
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{{Note|text=Because of the requirement that a leaver's details must be submitted to HMRC under RTI on their final payday, not after, the {{PayrollSettings|Enter Payroll Leavers}} option has been removed.}}
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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]].
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* Click on the {{DataPrompt|Employee}} who is leaving.
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* Enter their pay for the final period as normal.
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* Click {{Button|Leaver}} at the top of the screen.
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* Enter the {{DataPrompt|Leaving Date}} for the employee.
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* Click {{Button|OK}}.
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* Process your Payroll as normal, including printing your reports, and then [[How do I close a payroll period?|close]] the period.
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* After the period has been closed and submitted, the employee's P45 details will be displayed on screen.
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* Click {{Button|Print}} and their P45 will print to your default printer.
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* If you wish to keep an additional copy in case of any queries press {{KeyPress|A-P}} and enter {{DataValue|92}} then press {{KeyPress|ENTER}} before choosing {{Button|Print}} again.
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* Check you have a successful printout before clicking {{Button|OK}}. You may then issue the P45 to your employee for them to hand on to their next employer.
  
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=== If Current Period is Employee's final pay period ===
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{{Information|text=All data has now been sent to HMRC.}}
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*Click on the {{DataPrompt|Employee}} who is leaving in {{Menu|Run Payroll}} screen.
 
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*There is now a button at the top of this screen that says {{Button|Leaver}}.
 
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*Click the button and enter the {{DataPrompt|Leaving Date}} for the employee.
 
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**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.
 
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*Process your Payroll as normal and then close the period. For more details on how to do this, click [[How do I Close a Payroll Period?|here]].
 
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*After the period has been closed and submitted to RTI, Platinum will ask if a P45 is to be printed.
 
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{{Tip|text=If you choose No, the P45 will be printable from Employee Amendments.}}
 
  
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=== 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 ==
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{{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!'''}}
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*In the active period set the employee as a leaver with the date they actually left.
 
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*Edit the amounts on the current period to reflect that they are not getting paid. This may result in them getting a tax rebate.
 
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*Against the employee, press {{KeyPress|S-F10}} to edit the details.
 
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*Press {{KeyPress|PG-DOWN}} to get onto the second page.
 
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*Set {{DataPrompt|Allow Tax Refund?:}} to {{DataValue|N}}. This will stop them getting any rebate in the current period.
 
  
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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.}}
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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]].
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* Click on the {{DataPrompt|Employee}} who has left.
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* Edit the amounts on the current period to reflect that they are not getting paid. This may result in them getting a tax rebate.
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** Press {{KeyPress|S-F10}} to edit the employee record.
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** Select the {{Tab|Tax, NI and Pension}} tab.
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** Set {{DataPrompt|Allow Tax Refund?:}} to {{DataValue|N}}. This will stop them getting any rebate in the current period.
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** Click {{Button|Done}} and {{Button|Accept}} the changes and return to processing the payroll.
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* Click {{Button|Leaver}} at the top of the screen.
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* Enter the {{DataPrompt|Leaving Date}} for the employee.
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* Click {{Button|OK}}.
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* Process your Payroll as normal, including printing your reports, and then [[How do I close a payroll period?|close]] the period.
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* After the period has been closed and submitted, the employee's P45 details will be displayed on screen.
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* Click {{Button|Print}} and their P45 will print to your default printer.
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* If you wish to keep an additional copy in case of any queries press {{KeyPress|A-P}} and enter {{DataValue|92}} then press {{KeyPress|ENTER}} before choosing {{Button|Print}} again.
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* Check you have a successful printout before clicking {{Button|OK}}. You may then issue the P45 to your employee for them to hand on to their next employer.
  
 
== See also ==
 
== See also ==
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* [[How do I Close a Payroll Period?]]
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* [[How do I run a payroll period?]]
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* [[How do I Run a Payroll Period?]]
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* [[How do I close a payroll period?]]
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* [[How do I Deal with the Death of an Employee?]]
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* [[How do I deal with the death of an employee?]]
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* [[How do I reprint a P45?]]
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* [[How do I reverse a payroll leaver?]]
  
 
{{KB_Tags|payroll leaver, payroll leavers, payroll, leavers, p45}}
 
{{KB_Tags|payroll leaver, payroll leavers, payroll, leavers, p45}}
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{{FAQ}}{{KB_PR}}
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{{FAQ}}{{How}}{{KB_PR}}

Latest revision as of 05:27, 18 May 2022

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, including printing your reports, and then close the period.
  • After the period has been closed and submitted, the employee's P45 details will be displayed on screen.
  • Click [Print] and their P45 will print to your default printer.
  • If you wish to keep an additional copy in case of any queries press <Alt+P> and enter '92' then press <Enter> before choosing [Print] again.
  • Check you have a successful printout before clicking [OK]. You may then issue the P45 to your employee for them to hand on to their next employer.
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, including printing your reports, and then close the period.
  • After the period has been closed and submitted, the employee's P45 details will be displayed on screen.
  • Click [Print] and their P45 will print to your default printer.
  • If you wish to keep an additional copy in case of any queries press <Alt+P> and enter '92' then press <Enter> before choosing [Print] again.
  • Check you have a successful printout before clicking [OK]. You may then issue the P45 to your employee for them to hand on to their next employer.

See also


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