PAYE21250 - employer records: maintain employer record: view employees


This subject is presented as follows

How to view employees connected to an employer record

What Function VIEW EMPLOYEES can be used for

Contents of an employee list

Employers with 10 or more employees

Employers with no employees

Scheme Index Supplement

How to view employees connected to an employer record

A facility is available which allows you to view a selected list of employees of either ‘live’ or linked employees and also where necessary request a Scheme Index Supplement printout. To do this use Function VIEW EMPLOYEES. This function can be accessed from either Function VIEW EMPLOYER SUMMARY or Function AMEND EMPLOYER SUMMARY.

What Function VIEW EMPLOYEES can be used for

This function should be used where you want to establish whether there were employees associated with the employer record. In addition you can request a Scheme Index Supplement printout.

Contents of an employee list

Selecting either employee list for an employer record will provide the following information

  • Office number
  • Employer reference
  • Employer name
  • Accounts Office reference
  • Trade name
  • Total Number of employees
  • Details of the first 10 employees
  • Employee details (listed in alphabetical order by surname)
  • NINO
  • Taxpayer name
  • Director (if applicable)
  • Source type (Main or Sub)
  • End date (if applicable)
  • Type / Notes (code representing the taxation service for that employee. For example CSL if applicable)

This information will then enable you to determine whether further action is required on the individual taxpayer records, in particular whether any record is held that does not hold an end date.

Employers with 10 or more employees

If there are more than 10 employees for a given employer reference then the total number of employees will be displayed and details of the first 10 employees will be shown in the list.

Employers with no employees

Where there are no employees either ‘live’ or ‘linked’ to that employer reference then you will receive the message ‘No employees to display’.

Scheme index supplement

If you require a listing for all employees for a particular employer

  • Use Function VIEW EMPLOYEES
  • Select ‘Edit’ on the tool bar menu

And

  • Select ‘Scheme Index Supplement’

And then on the dialogue box

  • Select the field (box)

And

  • Select the [OK] button

COP will then produce the listing.

Note: You should only request a scheme index supplement in exceptional circumstances (for example a scheme reorganisation)