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. | ||
* Click {{Button|Print}} and their P45 will print to your default printer. | * Click {{Button|Print}} and their P45 will print to your default printer. | ||
| − | * If you wish to keep an additional copy in case of any queries press {{KeyPress| | + | * 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. |
| − | * 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. | + | * 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. |
{{Information|text=All data has now been sent to HMRC.}} | {{Information|text=All data has now been sent to HMRC.}} | ||
| Line 34: | Line 34: | ||
* Enter the {{DataPrompt|Leaving Date}} for the employee. | * Enter the {{DataPrompt|Leaving Date}} for the employee. | ||
* Click {{Button|OK}}. | * Click {{Button|OK}}. | ||
| − | * Process your Payroll as normal and then [[How do I close a payroll period?|close]] the period. | + | * Process your Payroll as normal, including printing your reports, 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 | + | * After the period has been closed and submitted, the employee's P45 details will be displayed on screen. |
| − | * | + | * Click {{Button|Print}} and their P45 will print to your default printer. |
| − | + | * 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. | |
| − | + | * 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. | |
| − | * Check | ||
| − | |||
| − | |||
== See also == | == See also == | ||
Latest revision as of 05:27, 18 May 2022
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, 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
- 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?
