The new starter checklist outlines essential steps and information needed to set up new employees in PeopleXD Payroll accurately and efficiently.
This checklist ensures compliance with legal requirements, allocates tax codes correctly, and seamlessly integrates employee details into our payroll processes.
Completing this checklist is crucial for avoiding errors, ensuring timely payments, and maintaining accurate records.
📌Note: If a new starter does not have a P45, complete the HMRC's Starter Checklist. This will guide you on which tax code to use for the starter's first payday.
Once you complete the checklist, input the information into PeopleXD when adding the new starter. Alternatively, you can enter this information directly into the employee's record in payroll.
To do this, follow the steps below in Portal:
Click Employee then in the search field, search for employee.
Beside the relevant employee, click VIEW.
Click Tax details then from the Starter Declaration drop-down menu, select an option:
This is their first job.
This is currently their only job.
They have another job or pension.
Update any further information then click Save.