Q: New employees

Use the Employee Wizard to create their employee record.

• Employee > Employee Wizard.

Or, if you've already created the employee record.

• Open the employee record > Starter Form > answer each of the questions in the wizard.

Yes. Use the Starter Form Wizard to update the details from their P45 or P46.

• Select the employee you want from the employee list > Employee > Employee Record > Starter Form.

If the employee doesn't have a P45, they should complete 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.

Use the New Employee Wizard to create their employee record.

• Employee > Employee Wizard.

Or, if you've already created the employee record.

• Open the employee record > Starter Form > answer each of the questions in the wizard.
  

You cannot set up a new Employee Record without an NI Number. If you don't have this for an employee, select the Not Known check box and a temporary NI number will be created for you. You must obtain the correct NI number from HMRC as soon as possible. If your software has been set up to communicate with HMRC online, you can do this using a NI Number Vertification Request (NVR) submission. An NVR submission is part of the Real Time Information (RTI) changes introduced by HMRC.

We have put together a guide to support you through the whole RTI process. The PDF guide is packed with everything you need to know about RTI. Read the full guide.

Get your employee to complete a Starter Checklist. The tax code that should be used is dependent on the information they provide. When you enter the information from the Starter Checklist in to the software, it will automatically generate the tax code.

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.

Yes.

1. Select the employee you require from the employee list > Employee > Employee Record > select the tab where you want to make changes.
2. When you have finished > Save > Close.

Yes.

1. From the employee list, select the record of the person you want to re-employ > Employee > Quick Employee > Yes.
2. You can use the details held, or change them as required.
3. When you have finished > Save & Clear > Close.

Tip: If you can't see their original record in the employee list, check to see if leavers are being excluded from the employee list. From the horizontal toolbar, click Criteria. For more information, see Specifying which employees appear in the list view.

Yes, as long as you haven't processed a pay period for the employee, you can delete their record.

1. From the employee list, select the employee that you want to delete > Employee > Delete Employee.
2. If you are sure you want to delete the employee record > Yes.

Yes, you can attach bitmap (bmp) images.

• Open the employee's record > Photo > locate the folder containing the image > select the file > Open.