Entering P45 details/new starters

Summary

This article explains how to enter P45 details into the Payroll system.

Details

Go to "Payroll" -> "Payroll Parameters/Maintenance" -> "Employee Amendments".

• Enter the Employee's Code and press <Enter>.
• Press <F8> Adjustment Entry.
• Enter the date of the Adjustment entry, which must be within the current period date range (this does not reflect the date the employee started).
• Press <Enter> to move to the Comment field.
• Enter 'P45 Details'.
• Press <F2>. "Previous Employment Adj.:" needs to be set to 'Yes'.
• Pressing <F2> will change this field from 'No' to 'Yes'. This is important as it tells the system that any values entered are from a P45 - this is especially important if you have already included this employee in one or more payroll runs.
• Press <Enter> to move to "Payment:".
• Enter the Payment to date, from the P45.
• At "TAX", enter the Tax to date, from the P45.
• Press <Esc> and confirm that this is a ‘Previous Employment Adjustment’ - say ‘Yes’ to this.
• Accept the entry by pressing <Enter>.
• You will be taken to an Adjustment box, which shows all Adjustments for this employee, for this period.
• Press <Esc> to return to the Employee Details.

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Keywords AND Misspellings

P45, New Starters