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How to View and Update the Payee Header Details

1.

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

2.

If the employment start date was entered incorrectly, this can be amended. This will update the validity start date of the first validity period against the payee details validity dates and HMRC Details validity date

3.

If the payee is terminating their employment, the termination date can be entered here. When entering the termination date in the payee header details, this will be shown in the pay processing termination stage if the termination date is within the current pay period.

Note

If entering a termination date here, the payee must be included in a pay batch to notify the HMRC that they are ending employment even if they have no further pay due. If the payee is not included in a pay batch that does not include their termination date, to notify the HMRC, a P45 will not be produced. A P45 is only produced once the HMRC has been notified.

If the termination date is prior to the last used date, you will not be able to amend the termination date once saved.

Info

When entering a termination date, the termination reason must be entered.

4.

Amend the payee's name and gender as required.

5.

Click

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Save.

A confirmation message displays to indicate the payee record was saved.

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