Emailing Employee P45s

Matt Jennings Updated by Matt Jennings

Once employees have been marked as a leaver, you can either Email them directly to the employees, or print them. This article looks at the process to Email them.

P45s can be emailed from the Manage Employees page. There are two methods that can email P45s:

  1. Batch emailing P45s
  2. Single emailing P45s

Batch emailing P45s

Batch emailing will allow you to email any P45s that have not yet been processed for employees so long as they have a valid email address and password set.

To email a batch of P45s, open the Batch tools menu in the top right-hand corner of the Manage Employees page, and select Email P45s

You will be taken to a screen where any employee who has been made a leaver and has had their final payroll cycle closed will be available to select under certain conditions.

They must have an email address and password set. Those who don't will be highlighted with red chips in the relevant columns. These employees will be unavailable to be selected.

The Select all button will select all employees who can be selected across all pages, and the Select none button will deselect any that have been.

The Keyword search allows you to search on employee name, employee number, email address, company and pay group.

Individual employees can be selected using the checkboxes on the left hand side.

Once you have selected the employees you wish to have payslips sent to, simply click the Send P45s button at the bottom of the page.

This will initiate the emailing of P45s, and take you back to the previous page. You will also see a notification that the process has begun in the background.

Once complete you will receive a second message advising you to check the notifications, and which batch to check.

Notifications can be checked by clicking the bell icon in the top right. This will show any notifications received and you can find the notification that relates to your email batch.

Click view to see the results of the emails.

Here you will be able to see information about the batch including who has had their P45s sent, whether it was succestul as well as the date and time of submission. Any that were successful will have had the P45 printed flag set to yes. Any unsuccessful will not have the flag set and can be attempted again once corrective action has been taken

Single emailing P45s

Single email P45s allows you to email an individual their P45. This can be completed for the first time in which case it will set the P45 printed flag. You can also resend from here if you need to for whatever reason.

To send a single P45 for an employee who has been made a leaver, click the three dots next to the employees name and click Email P45.

This will simply email the P45 to the employee.

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Printing Employee P45s

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