Posted on

July 17, 2018

Quick How To Guide: How to mark someone as leaving and edit other profile details

This quick guide will show you how to mark someone as leaving the company and generate a P45 and also edit other employee profile details

  1. When someone leaves the company you need to mark them as a leaver on payroll and generate a P45 for the person to give to their next employer.

    This is easy on Paycircle and there are two areas in the app where you can do this.

    In the Current Payroll area, simply locate the person who is leaving and click on the cog to access the actions menu. ‘Mark as Leaver’ is an option on the menu.

    You can also access the ‘Mark as Leaver’ function in the Team area of the app. Again, simply locate the person who is leaving and click on the cog to access the actions menu.

    Once you’ve selected the ‘Mark as Leaver’ option, you will be able to add the person’s leave date to the system. This will then generate the person’s P45 when payroll is next run.

    The person leaving will be able to access their P45 from their Paycircle employee portal and you will have a record of it in the Team area of the app, within the person’s profile, in the Documents section.

    You can also edit other employee details in the profile area of the app. Information such as address details or bank details. Just head to the Information tab, where you will find all the personal information you hold on your employee.

    For info, edits are immediate and will also appear in the employees pay portal.

Was this user guide helpful?

Top