Making an InPay Linked PAYE worker a Leaver

When making an InPay linked (PAYE) worker a leaver, you can use either the Leaver screen within InPay or RSM InTime as these will updated one another automatically. To make an worker a leaver in InPay go to Employee > Leaver.

§  Leaving Date: The date of leaving. This is inclusive.

§  Paid to Date: Tells InPay Payroll what date the leaver should be paid too (If pay whole period is ticked this field will be disabled). This will effect permanent payments and deductions, absences and pensions. This will be populated with the leaving date if not entered and pay whole period is not seleceted.

§  Issue P45: Indicates whether a P45 has been generated for this employee. This field is used solely as a parameter when running the P45 from the Reports section.

§  Pay Whole Period: Tells InPay Payroll to pay a whole period payment, even if the employee is leaving mid-month. This will effect permanent payments and deductions, absences and pensions.

§  Stop Payments Immediately: This will freeze the payslip at its current point and no further updates will feed through to the payslip. USERS MUST be aware of this if using this field as no further payslip calculations will take place unless the field is unticked on the Employee General Details screen.

Making a PAYE Worker a Leaver in RSM InTime

Note: You must have the User Role ‘Make Leaver’ set against your user profile to complete this action.

1) Go to Profiles > Workers. Search for the relevant worker.

2) Click on the Edit dropdown arrow and select Make Leaver.

3) Enter a date in Last Worked Date and select a reason from the Reason For Leaving dropdown. Click OK to apply the change.

If the worker has been made a leaver in InPay, this will automatically update RSM InTime adding a date in the Leaver column. The worker profile will show that they have been made a leaver with the date and no further timesheets or expenses can be entered against this worker. Timesheets and expense can no longer by exported from RSM InTime for this worker. If the worker is made a leaver in RSM InTime, the status of the employee will be updated in InPay to LEAVER.

Making an Umbrella or LTD worker a Leaver

When making a Umbrella or LTD worker who is not paid through InPay a leaver, you should use the Leaver screen within RSM InTime. Note: You must have the User Role ‘Make Leaver’ set against your user profile to complete this action.

1) Go to Profiles > Workers. Search for the relevant worker.

2) Click on the Edit dropdown arrow and select Make Leaver.

3) Enter a date in Last Worked Date. Click OK to apply the change.

Once complete, the last worked date will appear in the Leaver column in the worker search screen. No further timesheets or expenses can be entered or exported against this worker in RSM InTime and they cannot be placed.

Reinstating an Employee

When reinstating a leaver this can be done in either RSM InTime or InPay depending on worker type but will have different outcomes depending on which system the worker is reinstated in.

Reinstating an InPay linked Worker

When a PAYE Worker never actually left or is paid after leaving:

If a PAYE worker never actually left the company (the employee has not worked elsewhere since leaving or was made a leaver incorrectly) or need a payment to be made to them after leaving, they should be reinstated in InPay.

To reinstate a leaver, a reinstate reason has to be selected against a worker that has a leaving date. The system will process the worker determined by which reinstate reason is chosen:

§  Employee Never Actually Left: This option should be selected if the employee was set to a leaver by mistake. Selecting this option will mean the employee's employment will continue as if the record had never been set to leaver.

§  Reinstate For Payment After Leaving: This option should be selected where the employee has a status of left but requires a further payment from the system. Upon reinstatement the employee's tax code will be set to 0T wk1\mth1 and the employee's status will revert back to left once the period is committed.

When a PAYE worker has returned after leaving:

If a PAYE worker left the company, was issued a P45, has worked elsewhere and subsequently returned to your company you can reinstate the worker in RSM InTime. This will create a new InPay record for the employee but will allow you to continue to use the previous RSM InTime profile.

1) To reinstate a worker, go to Profiles > Workers. Search for the relevant worker.

2) Click on the Edit dropdown arrow and select Re-instate.

3) Complete the Details for New Employment, Starter Details, Student Loan Plan and P45 Previous Employment sections with the relevant details. Once complete click OK to apply the changes.

Alternatively, if you would like the worker to use a new profile in RSM InTime you can create a new record in InPay which will result in a new worker profile being created in RSM InTime. See *link here to creating employee in InPay page** for details on this process.

Reinstating an Umbrella or LTD Worker

When an Umbrella or LTD worker never actually left:

If an Umbrella or LTD worker is not paid through InPay (see PAYE and NIC deductions), they can be reinstated in RSM InTime and continue to use the user profile they were previously issued with.

 1) To reinstate an Umbrella or LTD worker, go to Profiles > Workers. Search for the relevant worker.

2) Click on the Edit dropdown arrow and select Re-instate.

3) Enter a date in the Start Date field and select a Payroll. Click OK to apply the changes.

The worker will now be able to submit timesheets and expenses. These items can be exported from RSM InTime and the worker can be placed.