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WFM UK: ESS Mobile: Viewing P60s

Fourth Customer Success Portal
  • Updated

Overview

This article provides instructions on downloading and viewing P60 documents from within Fourth's Employee Self Service (ESS) product. ESS can be accessed on a mobile device or on a desktop PC/laptop via a web browser. This article gives instructions for using the mobile version but the steps required are identical. There is also a brief FAQ section at the end.

 

My Documents in ESS 

  • From within the Fourth app, select Employee Self Service from the left-side menu
  • Select My Documents from the left-side menu 

Fig.1 - Selecting My Documents from within ESS- mobile version 
  • Then select the Important tab

Tax documents will be displayed, listed under the tax year heading that they relate to. 

  • If no documents appear, use the Filter by date drop-down and select a wider date range
  • To view a document, use the download icon on the right side of the screen
Fig.2 - The 'Important' documents tab, date filter, download/view icons

Documents are downloaded to mobile devices' internal or cloud storage areas. For desktop users, the documents are stored locally. 


Fig.3 - Example P60

It is important that employees download and save their tax documents so that, if they ever leave their current employment, they will have copies of their past payslips and P60s should they require them in the future.

At the bottom of the My Documents screen, there is an information link called What are these documents and why should I save a copy of them? which, once selected will display the following information - see Fig.4.

 
Fig4.png
Fig.4 - Reasons to save tax documents - mobile version


Frequently Asked Questions

Will employees be able to view previous P60 documents via ESS?
 
Yes, once their most recent P60 is available in the app, they will be able to see all of their previous P60s that have been issued by Fourth in their current employment record.


What if an employee leaves their employment?
 

Employees will have 90 day* read-only access to their self-service record where they can access their previous 13 payslips along with their P60 documents.  Employees must be encouraged to download their tax documents from ESS before the end of their read-only period 
*It is possible to change the duration of leavers' access – contact Fourth for more information


Is it possible for employees to receive their P45 via ESS?
 

Yes, Fourth has recently released functionality that allows former employees to access their P45 via ESS through their read-only access. Fourth will be contacting customers soon with regard to switching this functionality on. Please feel free to contact your Payroll Specialist directly for further information before this time.
 

Will downloaded P60 documents be accepted if an employee requires it for mortgage or benefit claims?

Yes, most firms will accept a printout of a P60 form. There may be the occasion, however, when employees are asked for a letter from their employer confirming their employment status.
 

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