Starter Checklist

PurePro allows users to add a starter form for workers, which must be completed before their employment begins. This ensures that all necessary information is gathered prior to processing payments, streamlining the onboarding process and ensuring accurate payroll setup for new employees.
Starter Checklist can be added for workers who do not have a P45 form from previous employment.
Starter Checklist applies to PAYE and IR35 Contractor workers only.

Adding Starter Checklist

PAYE Workers

Starter Checklist has to be added during worker create and cannot be updated after adding the worker in the application.
To add starter checklist for PAYE workers, follow these steps: -
    Navigate to Workforce → Workers
    Click on "Create New"
    Add relevant details
    In the "Starter Checklist" tab, select the required "Starter Form":
    Starting Declaration: - Declaration that describes worker's tax situation.
    P45: - P45 form from previous employment
    Add Employee statement (where applicable)
    Add Tax Code
    Add other relevant option as required
    Click "Save" to add the worker record.

IR35 Contractor Workers

Starter Checklist for contractors cannot be added during worker create and has to be added after adding the worker in the application.
A Starter Form or a Starter Checklist is required to process a contractor as IR35.
To add starter checklist for IR35 Contractor workers, follow these steps: -
    Navigate to Workforce → Workers
    Edit the required worker by clicking on the "View" button against worker under "Action"
    Navigate to "Payroll Info" tab
    Add "PAYE Forms" under "Starter Checklist"
    Select the required "Starter Form":
    Starting Declaration: - Declaration that describes worker's tax situation.
    P45: - P45 form from previous employment
    Add Employee statement (where applicable)
    Add Tax Code
    Add other relevant option as required
    Click "Save" to add the worker record.
Starter Checklist once saved cannot be updated.

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