Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following Payroll classic plans: Essentials, Standard, Premium
Available for the following HR classic plans: Standard, Premium, Platinum
Available for the following user access level: Admin

Ensuring P60s are synced with your HR platform is crucial for providing employees with easy access to their tax documents in one place. It streamlines payroll and tax management, saving time and reducing administrative work.

If your Payroll classic platform is connected to your HR platform, the Publish P60 feature allows you to sync P60s, ensuring the relevant documentation is easily accessible to both you and the employee.

Getting started

Publish and sync P60

Log in to the Payroll classic platform.
Click the Reports button on the main menu.
Click on P60 certificates.
Use the filters to search for available P60s then click the Show P60 certificates button.
A table called P60 certificates will now appear.
Find the employee who you would like to send a P60 to.
On the employee's row, click the Actions drop-down button then select Publish.
The status of the employee's P60 will now go from Not published to Published, and you will see a P60 certificate published confirmation message at the top of your screen.
Refer back to the employee's row then click the Actions drop-down button.
Select the Send notification option from the drop-down menu.

Important

The employee will now receive an email confirming that their P60 is available, and that employee's P60 will now sync from your Payroll classic platform to your HR classic platform.

Further information

How will employees access their P60?

Once you have published a P60 for an employee, they will receive a notification the next time they log in. They can open the document directly from this notification or access it later either in the Documents module of the relevant employee file or the My Documents page of their HR platform.

What do I do if I need to update information on a published P60?

If you unpublish a P60 in the Payroll classic platform, it will not be removed from Employment Hero's records. However, after unpublishing, you can make your changes, publish the updated P60, and then send the notification again. The new version will replace the previous one in Employment Hero.

Will I be able to access employee P60s in Employment Hero?

Yes, any published P60s can be accessed in Employment Hero by admins/owners in the Document widget in the relevant employee file.

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