How do I add a student loan?

Summary

The following article explains how to enter and keep track of an employee's student loan.

PLEASE NOTE: If you are unsure whether to enter a student loan, please refer to the information you will have been provided with by HMRC explaining the rules governing statutory pay or visit the HMRC web site here.

More Information

Go to " Systems Payroll Run Payroll Period"

• Enter <Y> against the employee's pay frequency or click the [Down arrow] and select [Yes] then click the [OK] button to go into the payroll.
• Choose the relevant employee and click <C+F7> to take you through to the adjustment entry screen.

Tip: If a screen appears saying 'Attachment orders' showing other attachments, if this is the existing student loan attachment you can press <F5> to edit it or if it is not the required attachment you can press <F6> to create a new one.

• This will take you to a screen asking for the required "Agency". This is where you enter 'CSL' for 'Collection of Student Loans'.

Tip: If you type in CSL in upper case but you get a message saying 'Agency Not Found' please Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page.

• Next enter the start and end dates supplied on the paperwork supplied to you by the employee in the "Start Date" and "End Date"
• In the "Reference" field enter a description for the Attachment (e.g. "Student loan - JB" i.e. initials of employee.)
• On the "Attachment type" enter '11' for Student loan
• Finally you will need to enter the "Total Amount" in the field from the paperwork supplied.
• To complete the attachment press <Esc> and [Accept] to complete.

See also

• How to Configure Government Payroll Parameters

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Keywords AND Misspellings

Student, loan, adjustment, entry