PAYE25036 - employer records: employer mailings: employer packs not required (Action Guide)
Where an employer or their Payroll Agent
do not require employer packs to be sent, follow
steps 1 - 8 below. The Guide is presented as follows
| Initial action | Step 1 |
| Non automated employer packs | Steps 2 - 3 |
| Automated issue of employer packs | Steps 4 - 8 |
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
Note: The ability for employer packs to be issued automatically is only relevant to certain scheme types
- Use Function AMEND EMPLOYER PACK AND CODING REQUIREMENTS to establish the scheme type applicable to the employer record you are reviewing
- If the scheme type is one of the following go to step 3
- DOME
- P
- PSC
- OCPN
Or
- TRONC
- For any other scheme type it is not possible to issue an employer pack automatically. Go to step 2
Non automated employer packs
- For the following scheme types it is not possible to issue an
employer pack automatically
- DCNI
- DPGEN
- DPNI
- ELECT
- EPA
- EXAM
- NI
- NORPRO
- PSS
- SICK
- TAS
- XP
- Any pack must be issued manually where applicable
- Where an employer pack is not required in the future make a prominent note in the employer record pad
- Use Function AMEND EMPLOYER NOTES to make a relevant note on the employer record to this affect
- If the scheme type relates to direct payments or direct collection go to step 3
Otherwise
- No further action is necessary
- Where applicable obtain the employer related electronic file ‘DP and DCNI cases – reports to CA’ and update the entry for this case accordingly
Automated issue of employer packs
- Employer packs for DOME, P, PSC, OCPN and TRONC scheme types
are normally issued automatically
When the employer uses an agent and the Agent Indicator is present the employer pack checkbox will be unchecked and the employer pack is not issued. This is to reduce the number of unwanted employer packs being sent to agents
Where an employer pack is not required in the future
- Use Function AMEND EMPLOYER SUMMARY to ensure there is a tick the Agent box in Amend Payroll and Correspondence Details
- Where there is a tick in the Employer Pack check box go to step 5
- Where there is no tick in the Employer Pack checkbox go to step 8
Note: There is currently no facility to prevent the automatic issue of an employer pack for DOME scheme types
- Where a tick is present in the Employer Pack checkbox and no
employer packs are required use Function AMEND EMPLOYER PACK AND
CODING REQUIREMENTS to select the Employer Pack checkbox again to
remove the tick
- Use Function AMEND EMPLOYER NOTES to make a relevant note on
the employer record that employer packs are no longer required
- Make a prominent note on the employer record pad that no
employer packs are required and take no further action
- Where no tick is present in the Employer Pack checkbox and no
employer packs are required
- Use Function AMEND EMPLOYER NOTES to make a relevant note on the employer record if this has not already been noted
- Review the employer record pad and where no prominent note has already been made concerning this point, make one
Otherwise
- No further action is necessary
