Adding a Supplied Payee - UK

Description

For the United Kingdom, once you have added a payee, follow these steps to assign a supplier to payee. This relates to specific data for the supplier and not other mandatory fields that may/may not have been provided:

Step	Description
1	Select the Tax Type Contractor.
2	Select the Payee Type of either 3rd Tier Agency or Umbrella. When doing so, this will: Hide the Starter Details Add a lookup to the Contractor Company Name.
3	In the section Contractor Tax Details, the Company Name field will become a read-only field. Click on the 3 dots to display a lookup to select the supplier. The supplier list will be based on the Payee Type selected.
4	Select the required supplier. When selected, the data that is contained in the supplier record will be inherited onto the payee and these fields are not editable as they are controlled data from the supplier. If there are any changes that need to be made to these fields, this will need to be applied from the supplier which will then update all payees linked. The exception to this is the Contractor Payment Terms.
5	Apply any other changes needed.
6	Save the record.

Non-Editable Fields

Below is a list of fields that cannot be changed as it is controlled by the supplier record:

Payment Method
Payslip Delivery Method
Payslip Format Group
Proforma fields

The proforma starting ID, Next ID and Last ID relate to the supplier rather than the individual payee. So it will show the supplier’s starting ID which will be the same ID for each payee linked to that supplier. The Last ID will be the last proforma ID generated for the supplier rather than for the individual. The Next ID will be the next number from the last proforma ID generated for the supplier.

Company Name
Company Registration Number
Business Trading Name
Business Type
VAT Registered
VAT Number
Company Address Details
National Insurance Category (Defaulted to 'X')
Tax Code (Defaulted to NT)
Student Loan (Defaulted to None)
Irregular Employment
Bank Details

Default Field Values

Below is a list of fields that have been defaulted with a value but can be updated to something else, if required:

In the Pension Details section, the Exception to Automatic Enrolment is defaulted to checked on along with the Reason for Exception set to Not PAYE payee type.
In the HMRC Details section, Normal Weekly Hours has been left available. This is generally used for sending a category to the HMRC as to the number of hours worked but could be used for other purposes such as Gender Pay Gap reporting.

Unavailable Fields

Below is a list fields that are hidden from the supplied payee record:

Payslip Message - As payslips are not sent to the supplied payee, they are sent to the supplier, the payee payslip message is not applicable, and thus has been hidden.

Benefits

To assist users with creating a supplied payee record accurately.

Configuration

The supplier must be created before it can be attached to the payee.

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