What’s Changing?
The ability to update the P45 Delivery Method on all employee records without having to go into each record individually.
Proposed Release Date: 11th April 2019.
Reason for the Change
Currently in HR & Payroll it is possible to update at company and pay basis level the P45 Delivery Method. However, this does not automatically change existing employee’s delivery methods within the pay basis. It can take a lot of manual effort for users to update these one by one, especially on large payrolls.
Customers Affected
All HR & Payroll customers.
Release Notes
To update the P45 Delivery Method on all employee records:
All employees associated to that pay basis will have their P45 Delivery Method updated accordingly, whether it is Email, Paper or ESS.
Fig.1 – P45 Delivery Method setting within a Pay Basis
It will still be possible to have individual employees on different Delivery Methods by updating them individually.
‘ESS’ as a Delivery Method
A new Global Setting will be created that, when applied, will allow ESS (Employee Self Service) to be selected as a P45 Delivery Method at both pay basis and employee level.
Fig.2 – New P45s in ESS Global Setting
This Global Setting will be turned off by default.
Only customers using ESS will be able to apply this Global Setting. For all other customers, it will be greyed out.
The ability to update the P45 Delivery Method on all employee records without having to go into each record individually.
Proposed Release Date: 11th April 2019.
Reason for the Change
Currently in HR & Payroll it is possible to update at company and pay basis level the P45 Delivery Method. However, this does not automatically change existing employee’s delivery methods within the pay basis. It can take a lot of manual effort for users to update these one by one, especially on large payrolls.
Customers Affected
All HR & Payroll customers.
Release Notes
To update the P45 Delivery Method on all employee records:
- Go to Payroll > Administration > Company Setup
- Select a Company and then View Pay Basis
- Select a Pay Basis
- Chose a P45 Delivery Method and Save to apply the setting
All employees associated to that pay basis will have their P45 Delivery Method updated accordingly, whether it is Email, Paper or ESS.
Fig.1 – P45 Delivery Method setting within a Pay Basis
It will still be possible to have individual employees on different Delivery Methods by updating them individually.
- Go to Payroll > Employees > Employee List
- Search for and select an Employee
- Go to Employee Payroll Info > Pay & Tax Details
- Update the P45 Delivery Method accordingly
‘ESS’ as a Delivery Method
A new Global Setting will be created that, when applied, will allow ESS (Employee Self Service) to be selected as a P45 Delivery Method at both pay basis and employee level.
- Go to Payroll > Administration > Global Settings > Portal Settings
- Tick the box next to P45s in ESS
- Save to apply the setting
Fig.2 – New P45s in ESS Global Setting
This Global Setting will be turned off by default.
Only customers using ESS will be able to apply this Global Setting. For all other customers, it will be greyed out.
Comments
Please sign in to leave a comment.