Adding or Editing Employee Details


Employee records

Importing data to create employee records

Employee records are generally created in the P11D Organiser by importing employee data which has been extracted from other software such as payroll or HR systems. Below is general information on the employee records held in the P11D Organiser, for further information on importing employee records please see our specific guide for Importing employee data


Manually creating employee records

Access the P11D Organiser for the first time, the system will automatically take you to the ‘Add Employer’ screen to create the first employer & employee record. Once the employer record has been saved, the system will then display a pop-up dialogue box asking if you want to add a new EMPLOYEE record for the company you have created.

 


To manually add additional employee records, use the ‘Add’ button on the View Employees Screen or the Find employees 

Screen. 


Click ADD to be taken to the screen to add the employees details. Click OK once all fields have been completed


Employee records

An "employee" record consists of 4 areas of employee information/data:-

  • Personal
  • Address
  • Employment
  • Notes


1 - Personal

SurnameAdd or edit the employee’s Surname here.
ForenameAdd or edit the employee’s Forename here.
TitleAdd or edit the employee’s Title here. (e.g. Mr, Mrs, Ms, Dr  etc.)
InitialsAdd or edit the employee’s Initials here (in place of a "Forename")
Date of BirthAdd or edit the employee’s DOB here.
GenderAdd or edit the employee’s Gender here.
Payroll NoAdd or edit the employee’s Payroll Number here. (unique employee ID)
NAT Ins NoAdd or edit the employee’s National Insurance Number here.
Email addressAdd or edit the employee’s Email address here.
MobileAdd or edit the employee’s mobile telephone number here.



2 - Address

AddressAdd or edit the employee’s Home address here. (4 lines/fields available) 
Post codeAdd or edit the employee’s Postcode here.
TelephoneAdd or edit the employee’s Telephone number here. 
FaxAdd or edit the employee’s Fax number here. 



3 - Employment

Date of commencement*Add or edit the employee’s Date of commencement here.
Date of Leaving*Add or edit the employee’s Date of leaving here.
DirectorAdd or edit the employee’s Statutory Director setting
Exempt from Payrolling Add or edit the employee’s personal exemption from the system's payrolling of benefits settings 
Exempt from Class 1A NICAdd or edit the employee’s personal exemption from the system's Class 1A NIC settings 
Pay groupAdd or edit the employee’s Pay group here.
Cost CentreAdd or edit the employee’s Cost Centre here. 
LocationAdd or edit the employee’s Location here. 
DepartmentAdd or edit the employee’s Department here. 
RegionAdd or edit the employee’s Region here. 
User_1Add or edit the employee’s User_1 field values here. 
User_2Add or edit the employee’s User_2 field values here. 


*Date of Commencement
The employee start date is used to determine the employee “Status” within the selected tax year (i.e. Starter, Leaver, Current or Modified.) and can also be used by the system to align/prorate benefits to run in line with the employees employment dates. (See topic for Tools>Align Benefits)

*Date of Leaving
The employee leave date is used to determine the employee “Status” within the selected tax year (i.e. Starter, Leaver or Current) and can also be used by the system to align/prorate benefits to calculate in sync with the employees employment dates. (See topic for Tools>Align Benefits)


4 - Notes

NotesA free text notes pad to record employee notes. For example, record an audit trail to include the details of changes made to an employee’s particular record e.g. where an employee pointed out a problem with their benefit details that had to be subsequently corrected and reissued.