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To view and update the payee header details of a payee, follow the procedure below.

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

You can remove the termination date

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

and reason up until the point the P45 is generated. If you change the employment end date, the P45 will only output the original date that you entered and included in the pay batch.

Info

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

4.

Amend the payee's name and gender as required.

5.

Click Save.

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

 

Previous Payroll ID

The HMRC uses the payroll id sent to them on the FPS to determine if the individual has multiple employments.  For each unique payroll id, the HMRC will assume the payee has separate employments and will issue tax codes accordingly.

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