Employee becomes a partner mid year.

Article ID

7293

Article Name

Employee becomes a partner mid year.

Created Date

6th April 2017

Product

IRIS GP Payroll

Problem

An employee becomes a partner mid year.

Resolution

When an employee becomes a partner during the tax year (ie. they have received payments as a regular employee from the practice) the original (normal employee) record needs to be set as a leaver and a new employee record created for them to continue on as a partner.

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If the employee staff type has been changed to 7) Doctor-Partner during the tax year this will cause problems.

To correct change the employee back to their original staff type and delete the record of a single payslip (using the Correct Errors option) for every payment made as a Partner.

The employee must be made a Leaver and set up as a new employee as type 7.