Entering P45 details/new starters
From Catalyst
Summary
This article explains how to enter P45 details into the Payroll system. Check that you are following the procedure as laid down by HMRC.
Details
Go to "Payroll" -> "Payroll Parameters/Maintenance" -> "Employee Amendments".
- Enter the Employee's Code and press <Enter>.
- Press <F8> Adjustment Entry.
- You will be asked for the type of Adjustment to enter. The choices are : "P45", "P46", "Other" or "Cancel".
- Click [P45] to enter the details.
- Enter the required information into the box that pops up - this is just the usual information that you would have written on a P45 previously - and click [Continue].
 | Note: " If you see ""An item is missing or incorrect"" at this point, then you should check that the "Leaving Date" on the P45 is before the "Start Date" on the employee record. You should check the actual leaving date with your new employee, or amend the "Start Date" on the employee record. |
- A box of information appears which shows the normal P45 information in the same layout as the "old" P45. Check the information.
- Click [Submit] to file the information on-line with HMRC. This may take a short while to process depending on the load on the servers at HMRC. HMRC will validate the data and you should receive an e-mail very quickly which will confirm acceptance (or denial) of the information.
