The Employer record is normally set up before the creation of employee records as a part of system set up and afterwards only infrequently used for maintenance purposes. The uniqueness of each record is the two character payroll company identifier.
Standard functionality exists that allows you to create and maintain records.
To access Add/modify employer details
The Employee records password form is displayed.
Enter your employee records password.
The EMPLOYEE RECORDS menu is displayed.
Select the Miscellaneous options option.
The PE MISCELLANEOUS OPTIONS menu is displayed.
Select Add/modify employer details option.
The Employer details form is displayed.
The employer details form is displayed when you select the Add/modify employer details option from the PE MISCELLANEOUS OPTIONS menu.
If you are creating an employer record first click the Create button otherwise to amend an existing employer record enter the employer identifier and then click the Amend button.
The employer record consists of one TAB only
The Employer details Tab is where you enter all of the employer details information used for example at payroll year end, P45 printing for a leaving employee or for BACS payments. Most of these fields are self explanatory.
Company: The payroll company identifier.
Tip :
Click the Ellipsis button ![[...]](Ellipsis.gif){kind=small}
to search for a company identifier from the employer records file.
Company name: The company name registered with the Inland Revenue.
Address: The Address registered with the Inland Revenue.
Tip : To enter each address line press the RETURN key after each address line is entered.
Tip : To enter an address line that is not upper/lower case translated enter # as the first character of the address line.
Postcode: The Postcode of the address where the employer is based. The post code must be entered in one of the valid United Kingdom formats with the two parts separated by a space as listed below where A represents a letter of the alphabet and # is a digit. If the postcode is unknown or only partially known leave it blank. Foreign post code formats are best stored within the last address line.
AA## #AA
AA#A #AA
A## #AA
AA# #AA
A#A #AA
A# #AA
Telephone number: The telephone number of the company.
Fax number: The fax number of the company.
Telex number:The telex number of the company.
Tax district: The tax district number between 001 and 999 of the company.
Tax office reference: The tax office reference of the employer - not the collection or account reference.
This first bank section is optionally used for cheque and bank giro payment methods.
Name: The name of the bank where the company have their account.
Address: The address of the bank where the company have their account.
Sort code: The sort code of the bank where the company have their account.
Account code: The account code of the bank account.
Signatory: The signatory for the bank account.
Account name: The Account name for the BACS payment.
Sort code: The Sort code for the BACS payment.
Account number: The account number for the BACS payment.
Account type: The account type for the BACS payment - this will normally be zero.
