Dealing with leavers

Summary

How to mark an employee as a leaver in Sage Payroll.

Description

Discover below how to mark an employee as a leaver when they leave the company.

Resolution

Mark an employee as a leaver

Usually you make your employee a leaver before running their final pay run. To mark an employee as a leaver, enter their last working day in their employee record. You then complete their final pay run.

CAUTION:

If you pay in arrears, you need to enter the leave date after you process their payment. This ensures the pay run includes them.

EXAMPLE:

A weekly paid employee leaves on 21 November, but you need to pay them on 28 November. You complete the pay run as normal on 28 November, then enter the leave date.

From the Employees tab, select the employee.
In the Employment Details section, enter the Finish Date.
Select Save.

You’ve now marked the employee as a leaver.

You can now process the employee’s final pay and generate the submission to Revenue.

NOTE:

You no longer submit a P45 to Revenue.

▼ If an employee dies

If an employee dies, notify the ROS technical help desk so Revenue can update its records.

You can contact them by phone or e-mail. Read details in the Revenue Technical Helpdesk (opens in new tab). You can also use their Contact us page (opens in new tab).

▼If you marked an employee as a leaver in error

When you add a finish date, the employee's status changes to Left employment. You can't remove the finish date or reactivate the employee record yourself.

If you've set the finish date in error, contact Customer Support for assistance. Once reinstated, you can include the employee in future pay runs.

CAUTION:

If an employee doesn't appear in your active employee list, it’s possible that Revenue has already changed the employee's status. Contact the ROS Helpdesk to confirm the employee's employment status before contacting Customer Support.

To check the employee's finish date:

Select the Employees tab.
Select Filter.
Select the checkbox - Include employees who have left, then Apply.
Open the employee record.
Review the Finish date.

Dealing with leavers

Summary

Description

Resolution

Mark an employee as a leaver

CAUTION:

EXAMPLE:

NOTE:

▼ If an employee dies

▼If you marked an employee as a leaver in error

CAUTION:

Related Solutions

SUPPORT & TRAINING

PARTNERS

COMPANY

FAQs