If an employee joins your company and provides you with a P45, you can enter this into Paycircle in a few simple steps, either when they first start or at a later stage.
Add a P45 for a new starter
Add a new team member, then when you reach the employment information section, complete the relevant field.
Under Do they have a P45? select Yes.
In the relevant fields, enter the following details:
The leave date as stated on the P45.
The total pay to date as stated on the P45.
The total tax paid to date as stated on the P45.
Add a P45 at a later stage
If the employee doesn't provide their P45 in time for the first payroll run and you've enabled electronic updates in Paycircle, the information pulls through directly from HMRC so there's nothing you need to do.
If you don't have electronic updates enabled, to manually add the P45 information, follow the steps below.
Click Team then select the relevant team member.
Click the Information tab then under New Start Information, click Edit.
Under Do they have a new starter document? click P45.
In the relevant fields, enter the following details:
The leave date as stated on the P45.
The total pay to date as stated on the P45.
The total tax paid to date as stated on the P45.