PAYE20171 - employer records: set up employer record: setting up new employer records: (Action Guide)

To set up a new employer record, follow steps 1 - 22 below. The guide is presented as follows

Initial action	Step 1
Calls received on the New Employer Helpline	Steps 2 - 6
New employer emails received at the New Employer Helpline	Steps 7 - 13
Enquires received in responsible office	Steps 14 - 21
Starter pack returned RLS	Step 22

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

When an employer or contractor or their agent contact either the Employer Helpline or responsible office to request a new PAYE scheme the action required will depend on where the call or correspondence is received

1. For

Calls received on the New Employer Helpline

2. If the employer requires a

If a new employer record is required that can be set up by NESI

3. Use COP Function EI to check whether the employer has an existing employer record

4. If an employer record exists, either live or ceased

5. If a new employer record is required

And

6. If the new employer is a Limited company, partnership or a DOME scheme

New employer emails received at the New Employer Helpline

7. If the employer requires a

8. If a new employer record is required which can be set up by NESI

9. When an employer record exists (live or ceased)

10. When a new employer record is required

11. When the email contains incorrect or has insufficient details to set up the new employer record on EBS

12. When the email contains all the information required to set up the new employer record on EBS

And

13. If the new employer is a Limited company, partnership or a DOME scheme

Enquiries received in responsible office

14. If an employer, contractor or agent telephone you to ask about setting up an employer record and requires a

Or

15. If you receive any other form of communication relating to a new employer or an enquiry from the New Employer Helpline about setting up an employer record for a scheme type that is set up in the responsible office

16. If you receive any other enquiries passed from the Employer Helpline, where the enquirer needs more information
    
    

17. Use EBS Function EMPLOYER SET UP to set up employer record
    
    

Follow guidance in the appropriate Action Guide for the scheme type in this section

18. Complete and send Notification To NESI Fax Stencil
    
    

Note: Do not issue a P24N-1 letter. A NESI 8 letter will be sent with the appropriate new employer pack. If no pack is required a NESI 8A letter will be issued giving details of the employer reference and Accounts Office reference

19. Complete all the clerical procedures in the Action Guide for the appropriate scheme type in this section of the manual
    
    
20. Use Function WORKLISTS on a daily basis and review the ‘New Employer’ Work List and complete any clerical actions required. For more information see PAYE31021
    
    
21. When a fax is received from NESI stating that a new employer record has been set up for a Limited company, partnership or a Domestic (DOME) scheme type the following additional action should carried out
    
    

Limited company and partnerships

For more information about limited companies and director details see PAYE20045

DOME scheme

For more information about DOME schemes see PAYE20085

Starter pack returned RLS

22. On receipt of undelivered or unwanted NESPs or new contractor pack the responsible office must