Enables you to maintain the default entries that are applied to new employee records when they are first set up on your system, providing you enter the employee's start date. Any of the details applied to a new record by default can be overwritten within the relevant employee detail screens.

Payroll

Tax Code

Enter the default tax code to be applied to a new employee. The tax code may take the form of a general rate, such as BR for base rate, or a specific rate such as 489L for a single, unmarried male with no benefits.

Tax Basis

Enter the default period 1 tax basis. Enter Y if tax is calculated on a week 1/month 1 basis, or N if it is calculated on a cumulative basis.

Pay Method

Enter the code of the default payment method, or select one from the drop-down list. The options are set up in the PAYMTD narrative category.

New Starter Reason

Enter the default joining reason for a newly started employee, or select one by clicking WINDOW to display Dependency Selection. The options are set up in the RSNCHG narrative category.

New Post Reason

Enter the default start reason for a new post, or select one by clicking WINDOW to display Dependency Selection. The options are set up in the RSNCHG narrative category.

Work Pattern

Enter the code for the default work pattern, or select one from the drop-down list.

Note: The work pattern default is a system-wide default, not an employee default.

Divorced Marstt Code

Enter the default marital status code, or select one from the drop-down list. The options are set up in the MARSTT narrative category.

Retirement Age (M)

Enter the default retirement age for men.

Retirement Age (F)

Enter the default retirement age for women.

NI Details

National Insurance Category

Enter the default National Insurance category code, or select one from the drop-down list. The options are set up in the NICODE narrative category.

Under 21 NI Category

Enter the default National Insurance category code for any employees under the age of 21, or select one from the drop-down list. The options are set up in the NICODE narrative category. Defaults to M.

Duplicate National Insurance No Flag / Duplicate PPS No Flg / Duplicate SS No Flag

Enter Y to allow duplicate identity numbers to be used with a warning, N to prevent duplicate numbers altogether, or A to allow duplicate numbers to be used without a warning being displayed. Duplicate numbers may be useful if a former employee, or one on detached service, rejoins your organisation.

Temporary National Insurance No Flag

Enter Y, R, C, or N to control the use of temporary National Insurance numbers. Enter N to allow the National Insurance number field to be blank. UK users can enter Y to generate a temporary number with the standard UK format, ‘TNXXXXXXS’. Users in Ireland can enter R to generate a ‘dummy’ PRSI number in the format ‘0000000Z’. Alternatively, enter C to display a dialog box enabling users to choose between UK and Ireland numbers (for use with mixed UK and Irish payrolls).

Use default National Insurance cat.

Enter Y to use the NI Category specified in the NI Category field as the default NI Category for new starters over retirement age. If this field is blank or set to N, the default National Insurance Category of 'C' is used for new starters over retirement age.

Automatic Transfer from Under 21 NI Category

Enter Y to automatically transfer an employee from the Under 21 NI Category to the default NI category as part of the payroll process when an employee reaches the age of 21 within the relevant pay period.

Automatic Transfer from Apprentice NI Category

Enter Y to automatically transfer an employee from the Apprentice NI category to the default NI category as part of the payroll process when an employee reaches the end of their apprenticeship or the age of 25 within the relevant pay period.

Automatic Transfer to SPA NI Category

Enter Y to automatically transfer an employee from their NI Category to the C category as part of the payroll process when an employee reaches the State Pension Age within the relevant pay period.

Note: Mariners will be transferred to NI Category W instead and any employee in NI Category X will remain as such.

MD98S30