Tips

Sage 50cloud Payroll

Processing a Leaver

When an employee leaves your company, you need to provide them with a P45. To do this, after updating their final payment, but before submitting the full payment submission (FPS), you must mark them as a leaver.

Process your employee’s final pay

1. Click Payroll, then click Change Process Date.
2. Enter the required pay date, then click OK.
3. Select the employees you want to pay, then click Enter Payments.
4. Enter the payment details for any other employees in the pay run as normal.
5. For the employee who has left, enter their final payment details.
6. Click the Select this check box if your employee is leaving and this is their final paymentcheck box.
   • When you select this check box, any outstanding payments, such as statutory payments calculate automatically.
7. If required, check and pay any outstanding amounts due, such as holiday pay then click Close.
8. Print any of your normal pre-update reports, such as payslips and payment summaries, as usual.
9. Update records for your employees for the pay period.

Once you’ve printed the reports you need, you must mark the employee as a leaver and print their P45 before you submit your FPS for the period.

Mark your employee as a leaver and print their P45

Caution: Before processing the employee as a leaver, you need to set your process date to the employees leave date.  This ensures that the correct tax code is shown on their P45.

1. Click Payrollthen click Change Process Date.
2. Change the Process Date to the employee’s leave date then click OK.
3. Double-click the required employee.
4. Click the Employmenttab, then click Leaver.
5. Click Next, then enter the employee’s leaving date.
6. On the ‘Select your stationery’ list, click P45 – Plain paper (for eSubmissions).
7. This report prints onto plain paper. You don’t need P45 stationery.
8. Click Preview, then check the details on the report.
9. Click Print, then click OK.
10. ClickClose then click Finish.
11. Click Payrollthen click Change Process Date.
12. Change the Process Date to your current process date,then click

You can now submit your FPS for the pay period. If you’ve already submitted the FPS for the period, you must submit an FPS adjustment.

If you would like help processing a leaver or need any other help or advice with your payroll please contact us