Description
Use this screen to maintain employee details
Contents
Usage
This screen is used to maintain general employee details, including some basic personnel details. It is only possible to amend details on this screen. To add an employee, use the Employee Starter screen.
Field Details
- Hours Worked: It is mandatory to supply the category of hours worked for an employee. This will be included in the FPS
- Worker Pay Type. This will determine the worker's hourly rate calculation
- Stop All Payments: Pay will not calculate for the employee when this box is ticked, the payslip will continue to show as at the point when the box is ticked - meaning that if pay in the current period has already been added it will be paid. This box should only be ticked in exceptional circumstances
- Email Payslip: Tick the box if the employee is either to be sent payslips by email or is to be informed by email that their latest payslip is available through the payslip portal.
- SMS Payslip: Tick the box if the employee is either to be sent payslips by text or is to be informed by text that their latest payslip is available through the payslip portal.
- Irregular Payments: If the employee is not paid regularly each period it is mandatory to select this tick box. This information will then be fed through to the FPS.
- Foreign Tax Relief: Ticking this box will allow you to select a Foreign Tax Relief element as a Statutory Override. This box will only show if the Foreign Tax Relief box has been checked on the Company General Screen.
- Late Reason: Normally if an FPS is sent to the HMRC late then the reason will be applied to the whole file (and can be set when the file is created). However in rare scenarios there may be a requirement to set it on a worker basis and this can be done here. A late reason will be applied against the worker on any subsequent FPS files created. Please note this field will be cleared upon commit
Disguised Remuneration: The field should be populated with any outstanding Disguised Remuneration loan to which the charge on DR loans applies, this figure will appear on the FPS- Override Payroll Level Withhold Tax Refunds When No Pay: Select this box if you want to change the default functionality of tax refunds when the employee has received no other pay. For example if the payroll that this employee belongs to is set to not allow refunds then overriding will allow a decision to be made for just that employee.
- Override Advanced Holiday Tax Period: HMRC regulations allow the advancement of tax periods when making holiday payments to some workers. This can be done via the Payroll Process Screen to advance the tax of all employees on the payroll. This functionality can be overridden for the employee by ticking the box and where appropriate selecting the period to advance the tax to. This functionality is very powerful and will mean that the employee will receive no pay in subsequent periods until after the advanced tax period. Care should be taken, as in order to pay an employee in the aforementioned periods the payroll will have to be rolled back to the period the advancement was set.
- Analysis Codes: These are used for enhanced nominal reporting. The names of these are set at company level on the Company General screen.
Pension Payments
If Pension Payments has been selected through the Company General screen then either a Trivial Commutation Type can be selected or any of the Flexible Draw Down options. These details will then be included in the FPS together with any taxable and non taxable payments.