⚠️ Important: You must make the amendment at the start of a payroll period before any other processing for the worker in question has been carried out.
To correct a worker's National Insurance (NI) category and refund any overpayments, follow the steps below:
In Access Pay & Bill, click the Payroll menu then select NI Correction.
Enter the Worker then select the From period and Toperiod.
Enter the New NI Letter.
Clear the Update Column Recording check box to allow you to check and amend the correction before committing the changes.
Select the Update NI Letter and Print Report check boxes.
Click Start to run the report, then review the output to ensure the correction is as expected/desired. (If not, amend the details as necessary and rerun the report.)
To commit the changes, select the Update Column Recording check box then click Start.
Please check your payroll transactions when you're calculating this worker, to ensure their refund processed successfully.