Add an existing employee

Summary

How to add an existing employee with their tax details.

Description

When you migrate your Payroll data, you can set up records for employees you've paid in the current tax year. This guide helps you to complete the Tax Details fields.

If you need help entering the Opening Balances, read Add an existing employee - opening balances

Find these options when you select to Manually migrate your payroll data.

Resolution

Employment details

Pay Cycle	How often you pay the employee.
Pay Type	Select either Hourly or Salary
Contracted weekly hours	The contracted hours the employee will work for you per week.
Works Number	The unique code that identifies the employee. For example, a payroll number.
Start Date	The date the employee started working with your company.
Finish Date	If the employee left in the current tax year, enter the date they finished working for you. For finish dates earlier than the current pay run, the employee isn’t included in pay runs. They don’t count towards your licence limit.
Payment Method	Choose whether you pay your employee by cash, cheque or bank transfer.

Current Tax Details

Tax Code	Enter the employee’s current Tax code.
Week 1 / Month 1	Select if the tax code is on a week 1 or month 1 basis.
NI Category	Choose the employee’s national insurance (NI) category.
RTI Pay ID	This is a unique employee reference for your company. Included in your submissions to HMRC.

Solution Properties