Generating P45 documents for Employees

You can generate and issue a P45 from within a pay run by following these steps:

1. Log into thew payroll platform.
2. Navigate to any unlocked pay run and click on the employee you wish to terminate, then click on 'Actions' > 'Terminate Employee' and then click 'Save'.
   
   
   
   
3. Once the employee is terminated, you can then finalise the pay run.
4. When you finalise the pay run, the P45 will be automatically generated and you will be given the option to send the P45 when the pay run is published:
   
   
   
5. If you select 'Make documents available to employee now' or 'Publish documents' the P45 will be sent to your employee along with their regular pay slip email.
   
   

You can generate a P45 from within an employee file by following these steps:

1. Log into the payroll platform.
2. Open the relevant employee file and click 'HMRC Forms'.
   
   
   
3. Within the 'HMRC Forms' section, there will be a section for P45 forms.
   
   
4. Click 'View' to download a copy of the P45 form or click 'Send notification' to send the employee the P45.