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How to View & Update the Candidate Details

If you do not have the relevant payee record open on in the Payee Entry screen, use the Payroll > Payee > Payee Maintenance screen to search for and open the relevant payee record.

2.

Click the dropdown arrow of the section header labelled View Candidate Details.

The Candidate Details panel displays.

3.

Update any of the fields on the Candidate Details panel if necessary.

The First Name, Surname, Date of Birth and address fields must be filled in before the payee can be assigned to a pay group and therefore can be paid in a pay batch.

4.

Update any of the fields on the Candidate – Actual Address if necessary.  The payee must have at least 2 lines of address (inclusive of postcode) to ensure compatibility with the HMRC and requirements for submitting an FPS or Employment Intermediary Report

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