When a worker leaves, you want to ensure they're amended on Access Pay & Bill as a leaver and issue their P45.
📌 Note: If you make a worker a leaver for a future date they won't be a leaver until you print a P45 for that date.
To do this, follow the steps below:
In Access Pay & Bill, click the Workers menu then point to Movements.
Select Payroll Leavers then enter the Worker or press F5 to select the worker from a list.
Select the appropriate Leaving code then enter or select the Leaving date.
Review the above details then click Start.
You're then able to create a P45 for the worker in the period they're to be a leaver.
Once you've sent the FPS after creation, you're then able to print the worker(s) P45 (you cannot print P45 before sending FPS or before the worker's leave date)
The worker then becomes archived after the period close.
Create P45
In Access Pay & Bill, click the Workers menu then point to Movements.
Select P45 Create/Print then leave Operation at Create P45s for PAYE Online.
Enter worker ref in To Worker and From Worker Box (or leave the default values to create P45s for all leavers).
Select to use Workers Leaving Date or Last Pay Period End Date.
Select to Use Last Year's figures if not worked this Year.
Review the above then click Proceed.
Print P45
In Access Pay & Bill, click the Workers menu then point to Movements.
Select P45 Create/Print then select Operation Print P45s.
Enter worker ref in To Worker and From Worker Box.
📌 Note: If it's not for a single worker, but for your entire payroll then leave it default.
Within the eP45 option, select Print.
Review the above then click Print.