New Employee Payroll Starter Form

Collect everything payroll needs for a new starter – starter checklist information, P45 details, student and postgraduate loans, pension, right-to-work confirmation and set-up checks.

Editable Word document
8
10pages
Guidance notes included
aml consultancy solutions

Accountancy practice – compliance & management

New Employee Payroll Starter Form

About this document

What it’s for

A payroll set-up form that a new employee and their employer complete so the payroll bureau or in-house payroll can add the employee correctly: personal details, the information HMRC’s starter checklist asks for, student loan plans, pension assessment and confirmation that a right-to-work check was done. It ends with a payroll office checklist.

When to use it

  • For every new employee or director paid through payroll
  • When a payroll bureau takes on new starters for an employer client
  • When an employee’s P45 is missing or incomplete

What’s inside

The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.

  • Part 1 – Employment details (employer to complete)
  • Part 2 – Your personal details (employee to complete)
  • Part 3 – Your previous employment and tax
  • Part 4 – Student and postgraduate loans
  • Part 5 – How you will be paid
  • Part 6 – Workplace pension
  • Part 7 – Right-to-work confirmation (employer to complete)
  • Part 8 – National Insurance and reliefs (employer to complete)
  • Part 9 – Employee declaration

How to complete it

  • The employee completes Parts 2 to 6 and signs Part 9
  • The employer completes Parts 1, 7 and 8
  • Payroll completes Part 10 and keeps the form securely
  • Give the employee your payroll privacy notice

Key points to check

  • HMRC updates its starter checklist – check the current version on gov.uk
  • Tax, NIC, student loan and pension thresholds change each April – use current figures

Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.

Included in the pack

Accountancy practice – compliance & management

£20

for every document in this category

Editable Microsoft Word files

Guidance notes in every document

Written for UK businesses

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