New Employee Information (v3-03.16)

Q1

* Please complete - there are certain mandatory questions marked with an *. These have to be completed. You may like to print this out for your records when complete and you may also choose to let your employee have a copy too. Once complete, it will be sent to us via email. There is no need to send us a paper copy.

Tailoring Pages

Q2

Tailoring - choose which sections are applicable or not applicable to tailor the form
Tailoring cuts down wasted time completing or skipping past sections that are not required and reduces the output at the end.



Employee Personal Details

Q3

Your new employee
Q4

Date of Birth


Q5

Gender
Q6

Marital status

Emergency Contact Details

Q7

Contacts in case of emergency (up to two can be added)

Director

Q9

Date appointed/ceased as a director of your business (if applicable)


Employment Details


Payment information

Q10
Start Date


Q11
Is the employee eligible to join Working Days

Q12

How often is payment to be made?


Q13

How is payment to be made?

Bank Details (if to be paid by BACS/Giro/AutoPay)

Q14

Bank Information

Pay Rates and Amounts

Q15

If paid hourly, what are the "Standard Hours" per pay period e.g. 37.5 hours

Q16

Enter the applicable amounts alongside the appropriate boxes

Q17

Holiday entitlement

Q18

Might this employee qualify as an "apprentice" with associated NI savings?

Please provide evidence if you answer Yes.

https://www.gov.uk/government/publications/national-insurance-contributions-for-under-25s-employer-guide/paying-employer-national-insurance-contributions-for-apprentices-under-25

Special NI categories apply.

Other payroll deductions

Q19

Are there any other authorised deductions that may be made from the pay?

Tick as appropriate

Employers Schemes - auto-enrolment

Q20

Auto-enrolment schemes set prescribed minimum levels of contributions and these gradually increase. Rates are

The proposed dates are subject to Parliament approval

Q21

What level of contributions are to be made to the Auto-enrolment scheme?

Pensions section

Q22

Company Pension Scheme / Auto Enrolment Scheme

Q23

You have indicated Yes - when will he be eligible to join?



Employers Pension Scheme - non auto-enrolment

Q24

Provide details of pension contributions

Starter Checklist information - to be completed if no P45 is available.


Provide details of pension contributions

Q25

Do you have a Student Loan which is not fully repaid?

Student Loan 1

Q26

Are you repaying your Student Loan direct to the Student Loans Company by agreed monthly payments?

Student Loan Plan

Q27

Student Loan Plans
You will have a Plan 1 Student Loan if:
• You lived in Scotland or Northern Ireland when you started your course, or
• You lived in England or Wales and started your course before 1 September 2012
You will have a Plan 2 Student Loan if you lived in England or Wales and started your course on or after 1 September 2012.


What type of Student Loan do you have?

Studies

Q28

Did you finish your studies before the last 6 April?

Q29

I confirm that the information I have given is correct.


Thank You Page


You have completed this information request!

Thank you for taking the time to complete this information request.

 

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