Enables you to enter details about the National Insurance category allocated to the employee.

Amend NI details

Post Number

The employee’s main post. Select another current post from the drop-down list, if required, or enter EMPLOYEE to enter an National Insurance category against the employee.

Post Start

The post start date.

Start Date

Enter the date on which the new National Insurance category becomes effective.

NI Category

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

Note: The following two fields are only applicable to employees who have obtained a certificate from HMRC. This certificate is valid for one year and exempts the employee from paying National Insurance contributions. People who qualify for this certificate are those who work for two or more companies at the same time, and where their National Insurance contributions are collected by another employer.

CA2700 Category

This field is used to keep a record of the National Insurance category the employee would have been on, if they were paying National Insurance contributions. The system uses this code to work out their notional National Insurance contributions and displays this information on the CA2700 National Insurance Report.

If the code entered here is:

This field must be blank if the NI Category field is not D, J, L, P, Q or Z.

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

Clear at Year-End

Enter Y if you want to revert back to normal National Insurance processing in the next tax year. If this field is left blank, the exemption remains in force.

Note: The following four fields are only applicable to directors of your organisation. For further details about the rules that apply to director’s National Insurance, please refer to the National Insurance booklet.

Date Appointed

Enter the date the director was appointed.

For the proportion of the tax year remaining, their National Insurance is calculated following the rules for directors.

Note: If you have the case of an employee becoming a director during the tax year, the system holds the National Insurance paid for the tax year so far in a dedicated pay element. The code of this pay element is a four digit number that is one more than the code of the pay element being used to collect the National Insurance. For example, if the employee paid National Insurance at a ‘contracted in’ rate, this would have been collected using pay element 0010, ‘National Insurance contracted In’. In this case, the National Insurance paid for the year so far would be held in pay element 0011, ‘Non-Director’s A Rate National Insurance’.

Earnings Weeks

Display only. The system calculates the number of tax weeks left in the year, according to the date you entered in the previous field.

Pay to LEL Flag

The setting of this field specifies whether or not National Insurance is to be deducted for this director prior to them reaching the annual limit for the Lower Earnings Level (LEL). If you enter Y, National Insurance is deducted for this director at the standard rate for employees prior to them reaching the LEL. The amount collected then goes towards their director’s National Insurance when they receive their bill. If you enter N, no National Insurance is deducted from this director prior to them reaching the LEL.

Date Resigned

When the employee resigns their directorship, enter the date they resigned. The director is still liable for National Insurance until the end of the tax year.

Note: The following field is only used if National Insurance contributions are calculated separately for each post a multi-post holder occupies.

Approp Pers Pens

Enter Y if the employee has opted out of the company pension scheme and made their own pension arrangements. This field can only be set to Y if the National Insurance category for this post is A.

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