You can upload a PAYE form for an Employee from the Agency Dashboard by clicking UPLOAD | PAYE FORMS.
From the next screen you can select UPLOAD SINGLE or UPLOAD MULTIPLE depending on if you want to upload a single PDF document, or multiple documents across more than one client. Please note when using the multiple upload process, the title of the PDF document must match the Client Reference for each client.
You will then see the Upload File screen, from here you can select the form type (P60, P45* or P11D). You can upload the form by clicking BROWSE and locating the file(s) from your computer and clicking UPLOAD.
The system will automatically match the form to an employee by scanning the pdf for the employees national insurance and payroll (employee) number against the clients employees. Any forms that have failed to automatically match can be manually matched. If the multiple upload process has been used you will first be asked to verify that the forms have been matched to the correct client.
The forms will then be uploaded to us and will be listed under the In Progress tab. Once the tog wheel changes to a flag icon under the status column, the file will be ready to be reviewed and published to the employee. Click on the Client Name and press PUBLISH. From here you can set the publish date and select whether to notify the employee by email. Finally press PUBLISH SELECTED.
*Please note, we currently accept P45 documents in a 3 page PDF format. Please ensure to remove the "Employer file copy" from your PDF file before uploading.