How do I add a payroll leaver?

Summary

This article explains what to do in the Payroll when an employee leaves.

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 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.