Employee Details Personal
Employee Details Personal
Surname
This is the main name of the employee. Required. Do not enter Mr/Mrs etc here.
First name 2 boxes
Enter the first name(s). You can only enter up to 2 First Names.
Use proper forenames ie James not Jim.
You must have at least a Initial in the first box.
Title
One of Mr,Mrs,Miss,Ms,Dr,Rev,Sir,Hon,Lord,Lady,Prof. Required.
Address 1 to 4
The first line is required if there is any other part of an address.
You need at least 2 lines for the 'First FPS'.
Post Code
Only put an entry here if the address is in the UK.
Country
If the address is NOT in the UK then enter the country, do not enter a Post Code.
Gender
Male / Female. Required. This is used in the NIC tables.
Married
Married / Single / Widow / Divorced. Required. This is used in the NIC tables.
Date of Birth
Enter the date of birth. Required.
This is used in the NIC tables.
It also generates the State Pension Age.
State Pension Age
Date of entitlement to State Pension. This is calculated from the Date of Birth and Gender.
State Retirement Age
Date Start
Use the dropdown to get a calendar.
Defaults to todays date. Required. This is used in the NIC tables.
This date is also used for the 'Parenting' qualifications.
Date Left
This is read only.
This is not directly available.
The adjacent P45 Leaver can be used to prepare the P45.
Ensure you have updated their last pay run, before using this.
With RTI do not send the P45 online.
If a person returns create a new Employee Detail for him/her. HMRC When an employee leaves or retires.
Last Payment
For RTI you need to click this BEFORE you do the last payrun.
You then need to enter the Date left AFTER you have Updated the payrun
but BEFORE you have sent the RTI Full Payment Submission.
Make Payment after leaving
This will allow you to do another payrun for an employee who has previously been marked as left.
This will change the tax code to 0T Wk1.
Remember to untick it after you have updated the payrun, otherwise they will continue to show up in the payruns.
http://www.hmrc.gov.uk/guidance/cwg2chapter1.pdf page 11
HMRC When an employee leaves or retires.
Status
Pay.......................Will be included in the pay runs.
Trade Dispute... Will be included in the pay runs but various allowances (Tax repayments) will be not available.
On Hold...............Will NOT be included in the pay runs.
Order no
This allows you to arrange the employees in the order you wish. The lowest number comes first, an employee can have the same number. Please see Employee/Arrange Order for a fast way to set the ordering up.
employeedetailspersona 23/03/13
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