New Employee Information | Survey Forms

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New Employee Information (v3-03.16)

* Please complete - there are certain mandatory questions marked with an *. These have to be completed. You may like to print this out for your records when complete and you may also choose to let your employee have a copy too. Once complete, it will be sent to us via email. There is no need to send us a paper copy.

Employer Name (business for whom you will be working)
Date completed
Completed by

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Tailoring Pages

Q2

Tailoring - choose which sections are applicable or not applicable to tailor the form
Tailoring cuts down wasted time completing or skipping past sections that are not required and reduces the output at the end.

	Yes	No
Is the employee a director of the business?
Is pay going to be paid direct to a bank account?
Will there be any deductions other than tax/NI e.g. student loans etc
Pension scheme - do you operate just an auto-enrolment scheme? (If Yes, ensure you answer No to the next question)
Pension scheme - is the employee eligible for a company pension scheme other than the auto-enrolment scheme?
Do you want to show the Auto-enrolment categorisation helpsheet? (You can turn this off later on if you inititally say Yes)
Do you need the Starter Checklist Information question included? (Not needed if you have a P45 from the employee)

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Employee Personal Details

Q3

Your new employee


Full Names
Address1
Address2
Address3
Town/City
County
Postcode
Country (if not UK)
Passport Number (if no NI Number available)
Email address
National Insurance No. (format is LLNNNNNNL)
NI Table letter (if known and other than A)

Q4

Date of Birth

Q5

Gender


Male	Female

Q6

Marital status


Single	Married	Widowed
Separated	Divorced	Not known

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Emergency Contact Details

Q7

Contacts in case of emergency (up to two can be added)

	1	2
Names
Address1
Address2
Address3
Town/City
Postcode
Country (if not UK)
Relationship

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Director

Q9

Date appointed/ceased as a director of your business (if applicable)

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Employment Details

Payment information

Q10
Start Date

Q11
Is the employee eligible to join Working Days

Monday	Tuesday	Wednesday	Thursday	Friday	Saturday	Sunday

Comments:

Q12

How often is payment to be made?

Frequency

Q13

How is payment to be made?

Method of payment

Comments:

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Bank Details (if to be paid by BACS/Giro/AutoPay)

Q14

Bank Information

	Enter details
Bank/Institution e.g. HSBC etc.
AccountName
Bank Sort Code (6 digits)
Bank Account Number
Roll Number (used by some building societies)

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Pay Rates and Amounts

Q15

If paid hourly, what are the "Standard Hours" per pay period e.g. 37.5 hours

	Enter details
Standard working hours

Comments:

Q16

Enter the applicable amounts alongside the appropriate boxes

	Enter as necessary
Annual Salary
HourlyRate
Hourly OvertimeRate1
Hourly OvertimeRate2
Bonus

Comments:

Q17

Holiday entitlement


No of days holiday in a full year (28 is the norm)
Start date of holiday year

Comments:

Q18

Might this employee qualify as an "apprentice" with associated NI savings?

Please provide evidence if you answer Yes.

https://www.gov.uk/government/publications/national-insurance-contributions-for-under-25s-employer-guide/paying-employer-national-insurance-contributions-for-apprentices-under-25

Special NI categories apply.


Yes	No

give reasons why this employee may qualify

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Other payroll deductions

Q19

Are there any other authorised deductions that may be made from the pay?

Tick as appropriate

	Yes	No
Student Loan Repayments
Attachment of Earnings Orders
Employer Loans
Other1
Other2

Comments:

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Employers Schemes - auto-enrolment

Q20

Auto-enrolment schemes set prescribed minimum levels of contributions and these gradually increase. Rates are

Date	Employer Min Contribution	Total Minimum Contribution
Staging date to 5/4/18*	1%	2% (inc 1% staff contribution)
6/4/18-5/4/19 *	2%	5% (inc 3% staff contribution)
6/4/19 onwards *	3%	8% (inc 5% staff contribution)

The proposed dates are subject to Parliament approval

	Employer contribution % (A)	Employee contribution % (B)	Total contribution % (A+B)
Auto-enrolment fixed rates (as above)
Other (to 5/4/18)
Other (to 5/4/19)
Other (after 5/4/19)

Comments:

Q21

What level of contributions are to be made to the Auto-enrolment scheme?

	Select (the first option is the "cheapest" option
Based on qualifying earnings between minimum and maximum amounts only
On all earnings - no lower or upper limits

Comments:

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Pensions section

Q22

Company Pension Scheme / Auto Enrolment Scheme

	Yes	No
Is the employee eligible to join the company pension scheme?

Q23

You have indicated Yes - when will he be eligible to join?

	Tick and provide additional details below
Immediately
After 1 month
After 2 months
After 3 months
Other

Completed By:-

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Employers Pension Scheme - non auto-enrolment

Q24

Provide details of pension contributions

	Employer contribution % (A)	Employee contribution % (B)	Total contribution % (A+B)
Contribution Rate

Comments:

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Starter Checklist information - to be completed if no P45 is available.

Provide details of pension contributions

A – This is my first job since last 6 April and I have not been receiving taxable Jobseeker’s Allowance, Employment and Support Allowance, taxable Incapacity Benefit, State or Occupational pension.
B – This is now my only job, but since last 6 April I have had another job, or received taxable Jobseeker’s Allowance, Employment and Support Allowance or taxable Incapacity Benefit. I do not receive a State or Occupational Pension.
C – As well as my new job, I have another job or receive a State or Occupational Pension.

Comments:

Q25

Do you have a Student Loan which is not fully repaid?


Yes
No

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Student Loan 1

Q26

Are you repaying your Student Loan direct to the Student Loans Company by agreed monthly payments?


Yes
No

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Student Loan Plan

Q27

Student Loan Plans
You will have a Plan 1 Student Loan if:
• You lived in Scotland or Northern Ireland when you started your course, or
• You lived in England or Wales and started your course before 1 September 2012
You will have a Plan 2 Student Loan if you lived in England or Wales and started your course on or after 1 September 2012.

What type of Student Loan do you have?


Plan 1
Plan 2

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Studies

Q28

Did you finish your studies before the last 6 April?


Yes
No

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Q29

I confirm that the information I have given is correct.

Completed By:-

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New Employee Information (v3-03.16)

Tailoring Pages

Employee Personal Details

Emergency Contact Details

Director

Employment Details

Bank Details (if to be paid by BACS/Giro/AutoPay)

Pay Rates and Amounts

Other payroll deductions

Employers Schemes - auto-enrolment

Pensions section

Employers Pension Scheme - non auto-enrolment

Starter Checklist information - to be completed if no P45 is available.

Student Loan 1

Student Loan Plan

Studies

Thank You Page

You have completed this information request!