Producing a P45 for a leaver
- 1. Go to the Payroll dashboard, locate the employee within the employee list, click on the three dots to right and then select Leaver. Enter a leave date for this employee in the Employee Leave Date pop up and then click Save. You will then need to run the next Payroll after the leave date that has been entered for this employee.
2. Go back to the Payroll dashboard, go to Report on the left hand menu, select the correct Tax Year and then click on P60/P45/P11D Forms. Select which employee you want to produce a P45 for, click on the Generate button and then click on the Email button to send off the P45 to employee.
3. Go back to the Payroll dashboard, locate the employee within the employee list, click on the three vertical dots to the right and then select Edit. Enter a Leave Date within the Pay Details section under Employee Details and click Save.