Working with the Payee Entry Screen (Payroll UK)

The Pay > Payee > Payee Entry screen captures all information about a payee that is required to pay the payee in pay batches and to link the payee to the candidate to which the payee corresponds.
The Payee Entry screen is divided into tabs and each tab could contain sections to help identify the distinct areas.

Each of the tabs are described below.

Payee Header

The Payee Header section of the Payee Entry screen contains information about the payee and the candidate to which the payee is linked.

Section

Description

Displays general information about the payee:

candidate number that uniquely identifies the candidate to which the payee is linked
first name and surname of the payee
payee number the uniquely identifies the payee record
name of the agency office by which the linked candidate is managed
last pay batch date (end date of the last pay period in which the payee was paid)
end date of the last timesheet processed for the payee
pay company
tax type of the payee
payee type
employment start date
employment end date
employment termination reason

The pay company, tax type and payee type (if applicable) must be specified when creating a payee and cannot be modified once the payee record is created as these details uniquely identify the payee in relation to the candidate to which the payee is linked.

The employment start date must also be specified when creating the payee record and defines when the payee commences their employment.
The employment end date specifies when the payee's employment is terminated. This is set automatically when the payee's employment is terminated in a pay batch or can be set manually in the field.

View Candidate Details

Displays the following information

Migration Id
Nationality
Date of Birth
Passport Number
Contact details of the candidate
Emergency contact details of the candidate
Address and mailing address

If you update any of the details in this section, the candidate's details on the candidate record in Recruitment Manager will also be updated. Similarly, if these details are update on the candidate record in Recruitment Manager, the updates will be reflected in this panel.

The header section of the screen also displays the label Payee currently in an open pay batch, as highlighted in the example below, if the payee is currently included in an open pay batch.

While the label shown above is displayed, fields displayed on the Payee Details section of the screen that store information used in the pay process are locked down to ensure that a consistent set of information is used when the payee's pay is processed. For more information, see below.

Payee Details Tab

The Payee Details tab of the Payee Entry screen features a series of sections that record and display information that is used when the payee's pay is processed as part of a pay batch.

Each Section is described in the table below.

Section	Description
Payee Details	Groups together a series of sub sections that are used to configure pay-related information that is subject to validity periods.
Pension Details	Details the pension provider and schemes applied to the payee as well as postponement periods.
HMRC Details	Details tax code, national insurance category, student and postgraduate loan types that are subject to validity periods.
Allowance	Lists and allows adding of any allowances that are regularly paid to the payee.
Deductions	Lists and allows adding of any gross or net deductions the payee has deducted from their pay.
Banking Details	Lists and allows adding of bank accounts into which the payee receives their earnings if the payee is paid via electronic funds transfer (EFT).
Statutory Child Related Pay	Lists and allows adding statutory child related pay the payee has been paid. This is only visible for PAYE payee types.
Year to Date Figures	Lists and allows update of the year to date statutory figures.

Linked Payees Tab

The Linked Payees tab of the Payee Entry screen lists all other payees that are linked to the same candidate as the payee whose details you are viewing in the Payee Entry screen. These payees are referred to as linked payees. The following details are displayed for each linked payee that is listed on the Linked Payees pane:

the name of the pay company by which the payee is employed
the system-generated payee number that uniquely identifies the payee
the tax type of payee (PAYE, Contractor, CIS)
the payee type (PAYE, Contractor, Umbrella, 3rd Tier Agency, CIS)
the date range during which the payee is employed.

Besides viewing the abovementioned details about each linked payee, you can perform the following actions from the Linked Payees pane:

open the payee record in a separate Payee Entry screen by clicking .
add a new payee record linked to the same candidate by clicking .

Action	Button

Action	Button
Open the payee record in a separate Payee Entry screen
Add a new payee record linked to the same candidate

Payee Leave

The Payee Leave tab of the Payee Entry screen details the the leave balance summary and all leave transactions. For more information, see Viewing a Payee's Leave Details.

Attachments

Allows files relating to the payee to be attached to the payee record.