Worker Actions
Users can perform various actions against worker profiles. This feature ensures, effective worker management and efficient handling of worker data and payroll tasks.
PurePro Supports following worker actions:
Payment After Leaving
Payroll Managers can use "Payment After Leaving" to process any unpaid payment against the worker after the worker has been marked as "Left".
Payment after Leaving ensures, worker is paid in accordance with HMRC compliance.
To use payment after leaving, follow these steps: -
Navigate to Workforce → Workers
Use the "Status" filter to view "Left" workers
Edit the required worker by clicking on the "View" button against worker under "Action"
Click "Action" in the top right corner
Select "Payment After Leaving"
Confirm "Payment After Leaving" by clicking "Yes"
Users can process transactions against the worker
Payment after leaving will be disabled after closing the payroll period from control centre.
Worker's Tax code is updated as "0T X" to facilitate Payment After Leaving.
To prevent accidental actions, users can undo payment after leaving against a worker, if no payment has been processed against the worker post leaving.
To undo payment after leaving, follow these steps: -
Navigate to Workforce → Workers
Use the "Status" filter to view "Left" workers
Edit the required worker by clicking on the "View" button against worker under "Action"
Click on "Undo" under "Payroll Details" in the "Details" tab.
Restart Worker
Payroll Managers can "Restart Workers" who have been marked as "Left" in previous periods. This provides users with the option to add the same worker who had previously left the job, without manually adding the worker details.
Restart workers will create a new copy of the existing worker with existing details and reference, whilst keeping the original worker record under "Left" status.
Left worker's reference is appended with "-A" to distinguish between restarted workers.
To Restart a worker, follow these steps:
Navigate to Workforce → Workers
Use the "Status" filter to view "Left" workers
Edit the required worker by clicking on the "View" button against worker under "Action"
Click "Action" in the top right corner
Select "Restart Worker"
Select the worker engagement type
Verify worker information
Click "Save"
Payroll managers have the flexibility to update the worker's engagement type on restart.
Suspending Worker
Payroll Managers can "Suspend" workers to prevent them from being processed in the payroll.
Workers with status "Starter", "Active" and "Inactive" can be marked as "Suspended".
To suspend a worker, follow these steps:
Navigate to Workforce → Workers
Edit the required worker by clicking on the "View" button against worker under "Action"
Click "Action" in the top right corner
Select "Suspend Worker"
Confirm by clicking on "Yes"
Reinstating Worker
Payroll Managers can "Reinstate" suspended workers to process payroll against the worker.
To reinstate a worker, follow these steps:
Navigate to Workforce → Workers
Edit the required worker by clicking on the "View" button against worker under "Action"
Click "Action" in the top right corner
Select "Reinstate Worker"
Confirm by clicking on "Yes"
GDPR Subject Access Request
Payroll Managers can process "GDPR Subject Access Request" to provide a copy of worker's personal information stored in the PurePro application.
A "GDPR Subject Access Request" can processed at any stage in the payroll regardless of worker status.
To process a subject access request, follow these step:
Navigate to Workforce → Workers
Edit the required worker by clicking on the "View" button against worker under "Action"
Click "Action" in the top right corner
Select "GDPR Subject Access Request"
Confirm by clicking on "Yes"
A notification will be triggered to inform the user when subject access request has been processed and a copy of information is available to download from "Document" tab in worker details.
GDPR Subject Access Request processes a copy of worker's information held in the PurePro application. This information is provided in JSON format.
Change Supplier
Payroll Managers have the option to change/update a supplied worker's supplier. Suppliers can be updated as long as the Supplier's and worker's engagement type are same and there are no payments for the worker in the current payroll period.
Any transactions processed post changing the supplier, will be processed against the updated supplier configuration.
Suppliers can be updated for workers with status "Starter", "Active" , "Error", "Suspended" and "Inactive".
To update a supplier, follow these steps:
Navigate to Workforce → Workers
Edit the required worker by clicking on the "View" button against worker under "Action"
Click "Action" in the top right corner
Select "Change Supplier"
Select a "Supplier" and "Leaving Reason"
Click on "Save Changes" to confirm
The original worker record will be marked as "Leaver" and will be marked as "Left" after closing the payroll period.
A new worker record with the updated supplier will be created along with all the required information from the original worker record.
Leaver worker's reference is appended with "-A" to distinguish between updated supplier worker.
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