Make an employee a leaver

When an employee leaves an organisation, their record for payroll must be updated to confirm they have left and the date.

Processing a leaver

  1. Go to Employees.

  2. Select the required employee.

    If more than one employee has left, go to Multiple leavers to process more than one without going into each record. If the employee needs to be paid after they have left, make a payment after leaving.

  3. Select Employment.

  4. Select Employee has left.

    The Employment screen in the Employees menu, with Employee has left highlighted.

  5. Enter the Leave Date.
  6. If the employee died You must make all outstanding payments when an employee dies. - put the date the employee died into the ‘Date of leaving’ field. - final payments are subject to tax, so use the employee's existing tax code. - final payments are not subject to national insurance, so use NI letter X (unless your payroll software automatically takes zero rate employee's national insurance in the circumstances). - do not produce a p45. Payments to a person who has died are usually made to the personal representative or executor of that person’s estate., Employee is deceased must also be selected, as it is part of the reporting process.
  7. If required, select Add a Payment after leaving or Pay Accrued Holiday Balance.
  8. Select Update Employee.

Pension contributions are taken from the payment if the employee meets the criteria and is already a member of a scheme.

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.

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

  4. Select Mark as Leaver and enter the Leaving Date.

  5. Choose if you want to Email 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..

  6. Select Update Employees.

Payment After Leaving: If you need to pay the employee after they have left, you need to make a payment after leaving.

 

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