Marking an employee a leaver

  1. Go to Employees and select the individual.

  2. Choose the Employment tab and select Employee has left.

  3. Switch to the Employment sub-tab and select the box to indicate that the employee has left. Employment tab of Employee screen, with Employee has left ticked and a leave date field highlighted

  4. Enter the Leave Date and then select Update Employee.

    Pension contributions are not taken form a leavers final pay period.

P45

Once marked as a leaver, you can produce a P45 A P45 is a document issued by an employer to an employee when they leave a job. It shows details about the's employment, including their start and end dates, how much they were paid, and how much tax they paid during their employment. The is made up of four parts: Part 1 is sent to HM Revenue & Customs (HMRC), Part 1A is kept by the employer, and Parts 2 and 3 are to the employee as a record of their earnings and tax paid. The P45 is an important document that employees need to give to their new employer when they start a new job as it provides information about their tax code and previous earnings, which helps the employer calculate their tax and National Insurance contributions. for the employee.

This is accessible from several places:

Employees

  1. Go to Employees.
  2. Select the Former tab.
  3. Choose the employee.
  4. Go to the More drop-down and select P45.

Reports

  1. Go to Reports.
  2. Select Statutory tab.
  3. Then select P45.

Pay run

  1. During the pay run at the Finalised page select Download P45 .

If an email address is available for the employee, you have the option to email the P45. If you do this from within the system, the box confirming the sending of the P45 will select automatically. Otherwise, once you provide the P45, manually select this field.

Multiple leavers

If you have multiple people all leaving on the same date, there is a way to do this quickly.

  1. Go to Employees.

  2. Select the employees you wish to mark as a leaver.

    Mark an employee as leaver in bulk - select the employees

  3. Go to the with (selected employees) menu.

  4. Select Mark as Leaver and enter the Leaving Date.Select mark as leaver from the list.

  5. Choose if you want to Email P45.

  6. Select Update Employees.