Some organisations may want to implement a regular weekly process in which they cleanse the data in their system. MDA allows for this to be done in bulk. Just go to Payroll->Bulk P45.
You will then be able to 'Select People Type' from the following options:
'Paid Employees In Current Tax Year'
If you want to bring up any workers who have been paid in the current tax year, you would select 'Paid Employees In Current Tax Year'. Then use the 'Last Pay Date From' and 'Last Pay Date To' date filters. Then select the weekly or monthly pay frequency.
This will now bring up any workers whose LAST pay date falls within this date range. We then select all the workers shown and select 'Mark Leaver'.
If you click on the icon in the Exceptions column, it will show you the exceptions. You can also filter the records to exclude exceptions by using the drop-down on that column.
The Exception messages will also display while clicking on "Mark as Leaver". If click "Proceed" it will provide options to mark them as leaver.
'Unpaid Employees'
If you wanted to bring up any workers who have never been paid, you would select 'Unpaid Employees' from the drop-down.
You would then use the Employment Start Date From and Employment Start Date To filters to select the date range you want to look at and select all the workers you want to mark as leavers.
'Paid Employees Not In Current Tax Year'
If you wanted to cleanse the system and remove any workers that have been paid previously, but not in the current tax year, you would select 'Paid Employees Not In Current Tax Year' from the drop-down. If using the date filters here, make sure that your dates are not in the current tax year. Select the workers you want and mark them as leavers.
'Self-Employed'
To bring up any self-employed employees, select ' Self Employed' from the drop-down menu. You can then select all the workers you want to make a leaver and select 'Mark as Leaver'.
'Migrated and Never Paid'
If you have recently migrated to MDA and wish to remove those who were never paid on our system, select 'Migrated and Never Paid'. Again, please select the date range you want to look at, then select all the workers and mark them as leavers.
