FastTrack360 Version 12 Online Help
Updating the Payee Header Details (UK)
- Miriam Cox
The payee header details on a payee record define the following about a payee:
the payee's name
the payee's gender
the payee's pay company
the payee's tax type
the payee's payee type
the payee's employment dates and termination reason
the payee's previous payroll ID
when the payee's data was last used in a pay batch, interpreter review or payment date whichever is the greater
 Once a Pay Company, Tax Type and Payee Type has been saved against a payee record, these fields cannot be updated.
How to View & Update the Payee Header Details
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 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. You can remove the termination date 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. 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. |
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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.
Therefore, when migrating from a legacy system, the legacy payroll identifier would be needed applied to the FastTrack360 payee record so that when it is sent to the HMRC on the first FPS, the HMRC will be notified of the new payroll identifier rather than a new employment. When it has been received by the HMRC on the first FPS sent from FastTrack360, the previous payroll id will not be sent again unless the id has been modified.
The field allows for up to 35 characters and is only visible to the United Kingdom payrolls.
Classification-Public