Setting up a new employee in your Shape Payroll account only takes a few minutes.
Before you start gather as much of the following information as possible: Employee Name, Address, Date of Birth, Gender, National Insurance Number.
Your employee should provide you with a P45 from their last job. If not, you will need to find out if they have/had another job or pension this tax year and you should use the HMRC starter checklist.
Adding a New Employee
To set up a new employee you have a few ways:
Click Employees in the side menu
Select the + New Employee button on the top right of the screen.
On the homepage, in the Employees task box, select Register a new employee now.
Register New Employee
Both open a Register New Employee starter wizard which takes you through the details needed to set up your employee.
If your employee later provides you with a P45 you can rerun the final part of the process by clicking ‘Rerun Starter Wizard’ from the drop-down menu at the top right of the employee’s screen.
Migrating from another software provider
Follow our guide migrating from another software provider.
HMRC Further Guidance
Starter Checklist - printable and online versions available.
Late P45 or starter checklist - what to do if the employee supplies a late P45 or starter checklist.
National Insurance Rates and Contributions - make sure you are selecting the correct NI category