Employees - an overview

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The employees screen is split in two parts.

 

The top half of the screen shows a list of employees, showing their Forename, Surname, NI Number, Staff Number, the total of their taxable benefits, and the associated Class 1A liability. In addition, the error status of the employee is shown at the beginning of the row.

 

The list can be sorted by clicking the appropriate column header. Individuals or groups of employees may be selected using Find.

 

Selecting an employee in the list will update the lower half of the screen with that employee’s details and benefits.

 

The employee data is arranged on the following tabs:

 

Details

Details about the employee: e.g. name, NI number, dates of employment.

Accommodation

Accommodation provided by reason of employment.

Schemes

Allocating scheme benefits.

Loans

Taxable cheap loans.

Cars

Allocating company cars from the car standing data.

Vans

Van benefits.

Assets

Assets made available for private use.

Benefits

All other benefits governed by the general rule.

Address

Contact information for the employee for reporting to them, including their email address.