Setting up employee statuses

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You may use employee statuses to track the stage of the P11D preparation throughout the season. For example, you may want to set up statuses to track when employees’ records have been reviewed, amended or submitted.

 

To set-up employee statuses select the Employee Statuses… option on the Admin menu

Employee Status - 2017_498x248

 

Once set-up, the status can be updated for each employee individually on the Employee details screen, or in bulk when using the Employee Pack reports or Electronic Lodgement functions. For example, on emailing P11Ds to employees the status can be made to update from say Reviewed to Sent to employee for confirmation.