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New Starter Information

When you add an employee in the starter wizard you will be asked What type of starter is the employee?

Is the employee a New Starter or Existing Employee - migrated from another payroll system?

Existing Employee

If you are migrating from another payroll software - you would select existing employee. Please see Migrating Employees for further details on the set up process.

New Starter

When you select new starter you get the following options:

Employment Start Date

This is the date they started with you.

Starter Form

Employee has a P45 (current tax year)

If they give you a P45 where their employment ended in the current tax year you will be asked to add:

  • Date employee left their previous employment

  • Tax code in previous employment

  • Week 1 / Month 1 - Tick this if there is an X in the box next to the Week 1 / Month 1

  • Previous Employment Taxable Gross

  • Previous Employment Tax

  • New starter declaration - see below for the 4 options.

Click Save and you will be taken to the Employees details page.

If the Student loan box is ticked on the P45, you need to find out from the employee what type they have and add it within the Tax Settings. More info on the different plans and how they are deducted can be found here: Student and Postgraduate Loans Deductions

Employee has a P45 (previous tax year)

You will be asked only:

  • Date employee left their previous employment

  • Tax code in previous employment

  • Week 1 / Month 1 - Tick this if there is an X in the box next to the Week 1 / Month 1

  • New starter declaration - see below for the 4 options.

Earnings in the previous year should not be added and you will not be asked for it.

Employee does not have a P45

If an employee does not have a P45, you should get the employee to fill out the HMRC starter form. Link below under Further HMRC Guidance.

You need to select from:

  • A) This is their first job since 6th April 20XX and they have not received taxable Jobseeker's Allowance, Employment and Support Allowance, Incapacity Benefit, or a State Pension or workplace pension.

  • B) This is their only job, but since 6th April 20XX, they've had another job, or have received taxable Jobseeker's Allowance, Employment and Support Allowance, Incapacity Benefit. They do not have a State Pension or workplace pension.

  • C) They've got another job or State Pension or workplace pension.

  • D) You're unable to get a declaration from your employee.

By selecting one of these categories will enable the software to assign the correct tax code to the employee.

Help Categories

Getting StartedMy AccountThe Shape HubCompany SetupMigrating Payroll Software Import FilesPay Run SettingsPensionsNest IntegrationEmployeesAdd an EmployeeNew EmployeeStarter WizardNew Starter FormHow to apply a PAYE noticeMigrating EmployeesEditing an employee Tax codesNational Insurance CategoriesStudent LoansEnd an EmploymentP60 FormP45 FormLeaversHMRC NoticesDirectorsComplete a Pay RunPayment TypesReports and FormsRTI SubmissionsHMRC PaymentsHMRC RTI ErrorsYear EndCIS Stop Being An Employer

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