PAYE20156 - employer records: set up employer record: TAS scheme – taxed award scheme (Action Guide)

When you become aware that the need arises to set up an employer record with a TAS scheme type, follow steps 1 - 14 below.

Notes

1. Taxed Award schemes are set up and held centrally by one office at Chapel Wharf Office
   
   
2. If you are not this office you must refer any requests to set up a new Taxed Award Scheme to the Incentive Award Unit
   
   
3. Only one employer record is required for each provider regardless of the number of contracts they sign
   
   
4. Setting up new employer records is a priority. Action should be taken within 2 days of notification that a new record is required

The guide is presented as follows

Initial action	Steps 1 - 2
Set up employer record	Steps 3 - 4
Long name	Steps 5 - 7
Clerical action	Steps 8 - 10
Employer starter pack	Steps 11 - 12
Review of Work List	Steps 13 - 14

For details of how to access any of the Employer Business Service functions use the [Index of Functions] button on the left of the screen.

Initial action

1. Collect and review all the information provided. PAYE20040 provides full details of the information needed
   
   
2. Satisfy yourself this type of scheme is required. More detailed advice is available at PAYE20020

Set up employer record

3. Use Function EMPLOYER SET UP to create a new employer record

The function has been designed to follow a logical sequence and will not allow you to move on until all the mandatory fields have been completed.

The fields you must complete (as a minimum requirement) are

However, you must record all relevant information held relating to the new employer to ensure that the employer record is as complete as possible. For further guidance see PAYE20040

4. Make a note of the computer generated employer and Accounts Office reference

Note: When a new scheme has been set up on EBS you must ensure that a record has been created on BROCS before you proceed with any other action, such as COYO, dormancy and so on. This will normally be the next working day but may sometimes be longer

Long name

If the award scheme name is too long to fit the maximum space available in Function EMPLOYER SET UP an abbreviation must be shown

5. Enter the abbreviated name on the screen
   
   
6. Select the field (box) Employers Name has been abbreviated in Function EMPLOYER SET UP
   
   
7. Send a memo to Banking Operations to

Clerical action

For each new scheme take the following action

8. Use Function EMPLOYER NOTES to record your actions and place a copy in the employer record pad. Ensure you include the following details

9. Complete the Linked Schemes box in the MORE DETAILS screen in Function EMPLOYER SET UP with the employer reference of the linked employer record

10. Issue form P24N-1 to notify the provider of the employer and Accounts Office reference

Employer starter pack

11. You must

And then

Fax the completed stencil to the NESI Helpline on 01355 358112

12. Manually prepare the starter pack
    
    

To see what literature the starter pack contains

• Select the [Index of Forms] button on the left of the screen to access the Forms Index
• In the Forms Index select ‘Starter Packs’

And then

• Scroll to the starter pack for this scheme type

Review of Work List

13. Retain the papers until the following day to be used in conjunction with the daily review of the ‘New Employer’ Work List. For further guidance see PAYE31020
    
    
14. Use Function WORKLISTS to
    
    

Or