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Assign Benefits

Use

The Assign Benefits screen is the section where you can assign benefits to your current and former employees. The screen lists the names of all your current and former employees of the current tax year on one side, and all the various types of benefits on the other.

To assign a benefit to any employee, simply select the employee from the Current / Former Employee List section and then select the appropriate benefit type which you wish to assign to the employee, from the Benefit Types section. You will then be taken to the respective benefit screen where you can enter the benefit details.

Note that you can move to any other section from this screen. If you wish to switch over to any other tasks, simply select the required task from the tasking zone and proceed.

Please note you can assign the benefit to a former employee only if has been terminated or issued a P45 in the current tax year.

Path

Home > Assign Benefits

Fields Available

The Employee List area displays the following details. By default all your existing and former employees who are assigned the P11D status will be listed here. If you wish to list your employees alphabetically, then click on the respective letter provided here to list the employees whose name starts with letter you selected.

Current Employees / Former Employees

• Employee Name: This field displays the name of the employee.
• Works No.: This field displays the work number assigned to the employee.
• Select: Click on the radio button to select the employee who you wish to assign a benefit to.

The Benefit Types area displays the following details.

• Assign: Click on the radio button to select the benefit type, which you wish to assign to the selected employee.
• Benefit Description: The description of all the benefits defined by the HMRC will be displayed here. You can select and assign the required benefit to the selected employee.

Associated Tasks

• Add New Employee: To add a new employee's details, click on this button. It opens the Employee Details - Add screen.
• Assign Benefits: To view or edit the benefit record of an employee, select the employee from the Employee List section and the benefit from the Benefits Type section and click on this button. By default, the first employee in the Employee List area and the first benefit in the Benefits Types area will be selected.

Related Topics

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