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Using the employee wizard

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In Sage 50 Payroll, setting up new employee records couldn't be easier. The Employee Wizard guides you through the simple step by step process, to enter all of the required employee information.

Tip: If you're recording the details of more than one new employee, it's easier to use the Quick Employee option.

Some of the information that you'll need to enter will come from the employees starter form. If an employee has had paid employment in the current tax year, they should provide you with a with form P45, otherwise the information may come from a Starter Checklist. For more information about employees that don't have a P45, please refer to the HM Revenue & Customs website: www.hmrc.gov.uk/payerti/employee-starting/new-employee-nop45.htm.

Note: Form P46 was replaced by the Starter Checklist which contains the same information. You should continue to accept P46 forms from employees if provided, but if not you can download a copy of the Starter Checklist from www.hmrc.gov.uk/forms/starterchecklist.pdf. Sage 50 Payroll still refers to form P46.

To use the Employee Wizard

1. Employee > Employee Wizard.

   The following options are displayed:

   Record the details of a new starter using their starter form.	This option allows you to set up new employee record from scratch.
   Create an employee record based on an existing employee.	This option allows you to create a new employee record based on an existing employee. This can be useful if both employees share similar details. For example, they may have the same payment method and frequency, or belong to the same pension scheme. Note: To use this option, you need to select an existing employee from the employee list to do this before entering the Employee Wizard.
   Re-employ an employee.	This option allows you to create a new employee from an employee who is a leaver. For example, the employee is returning to employment and you want to reuse some of their original details. Note: To use this option, you need to select an existing employee from the employee list to do this before entering the Employee Wizard.

2. Choose the appropriate option > Next.

3. Follow the on-screen instructions to enter your information.

   Note: You must complete the information marked with an asterisk (*).

4. At the end of the wizard > Finish.

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