PAYE61053 - Employment maintenance: create employment: create employment from customer correspondence (Action Guide)

Initial action

Steps 1 - 3

If you are notified of a new employment

Step 4

If you are notified of a new occupational pension

Step 5

1.

Select the EMPLOYMENT SUMMARY screen to view current employments held

2.

View the entries in more detail by going to the EMPLOYMENT DETAILS screen

3.

Before proceeding check the CONTACT HISTORY screen to view notes and to check previous actions taken

4.

Select the [Insert] button on the EMPLOYMENT SUMMARY screen
 
And then

• Use the INSERT EMPLOYMENT DETAILS screen to insert the employment using information supplied by the individual

• Review the individuals employment record to determine whether a Primary or Secondary record should be created

Note: When inserting a period of employment the employment type field will default to Secondary. If the employment to be inserted is the only live period of employment held the employment type should be set to Primary. If a Primary employment is not inserted you will be unable to issue a tax code

• Consider whether any employment indicators need to be set

• Enter the start tax code and week 1/month 1 indicator if the tax code being operated by the employer is known

• Set the creation source to User [Save]

• Update the CONTACT HISTORY screen in accordance with PAYE105020 

• Consider whether a revised tax code should be issued, see PAYE61205 

• If you are content no further action is required destroy the correspondence

5.

Select the [Insert] button on the EMPLOYMENT summary screen
 
And then

• Use the INSERT EMPLOYMENT DETAILS screen to insert the occupational pension using information supplied by the individual

• Review the individuals employment record to determine whether a primary or secondary record should be created

Note: When inserting a period of employment the employment type field will default to Secondary. If the employment to be inserted is the only live period of employment held the employment type should be set to Primary. If a Primary employment is not inserted you will be unable to issue a tax code

• Enter the start tax code and week 1/month 1 indicator, if the tax code being operated by the pension provider is known

• Set the creation source to user [Save]

• Select the Edit Record icon next to the OCPN employment

• Set the OCPN indicator, select [Save]

• Update the CONTACT HISTORY screen in accordance with PAYE105020 

• Consider whether a revised tax code should be issued, see PAYE61205 

• If you are content no further action is required destroy the correspondence