Use this wizard to create a secondary set of statutory balances for an employee who has left and returned.
If an employee leaves your organisation, only to return for a second period of employment, two courses of action are available to you.
If the employee did not accumulate any further taxable earnings in the absent period and was not included as a leaver on an FPS then the previously held balances may be used and you may accumulate any further earnings and taxation values onto these values.
In effect, the previously held HR record is revitalised by changing the status from LEFT to CURRENT
If the employee was included as a leaver on the FPS orand accumulated earnings for an alternative organization in the absent period, the existing HR record can still be revitalised, but a secondary set of balances must now be accumulated to reflect the second period of employment from the first. Some payroll applications might insist on the creation of a new HR record with duplicate details, but from a personnel perspective the excessive number of HR records devalues all operating statistics. Also, the continuity of data history, such as absences and training, would have to be reviewed across multiple HR records for the same person, which would often prove difficult to manage.
However, the software allows the continuation of previously held details, but for the purpose of multiple statutory end-of-year documents this new balances function is provided.
You need to change the employees HR Record Status to CURRENT before running the New P60 balances wizard.
The first page of this wizard requests the reference of a single employee record. The standard search facilities are available to enable you to locate the required record if the reference is not known.
This is a mandatory element of information that must be provided before the process can proceed.
The second page requires an alternative employee reference for RTI submissions. If employee reference auto generate is switched on the next available number is used. If auto generate is not used then you need to enter the required employee reference.
After you click Run and provide confirmation to continue, existing balances for the HR record are stored separately solely for the purpose of year end documentation, and a new empty set of balances is created for the new period of employment. These will continue to be accumulated from the current tax period.
You can now remove the leaving date and reason for leaving from the employee, amend the start date if necessary and enter the year to date values and check all payment and deduction details are correct and remove any end dates as required.
Both P60’s are available on the P60 window (Balance Set).