UNDER CONSTRUCTION
UNDER CONSTRUCTION
The SDWorx-Pay solutions supports the calculation and payment of Shared Parental Pay (ShPP).
ShPP enables parents to share up to 50 weeks of statutory leave and up to 37 weeks of statutory pay between them. The pay and leave may be shared in the first year after the birth of a child or an adoptice child is placed with the family.
Leave and pay can be taken in blocks by periods of work, or taken all in one go. Leave and pay can also chosen to be off work together or to stagger the leave and pay.
These are the SDWorx-pay payroll items for ShPP:
| Name | Engine code |
| Date of death of mother or primary adopter | M015 |
| Start date of mothers SMP or start date of adopter’s SAP payments | M016 |
| Mothers / primary adopters return to work date | M017 |
| Shared parental pay payment pattern | M018 |
| Start date of next parental pay period | M021 |
| End date of shared parental pay | M023 |
| SMP weeks & days remaining at the higher rate | M030 |
| SMP weeks & days paid at the higher rate | M050 |
| SMP weeks & days paid at the higher rate (for payroll adjustment) | M055 |
| SMALL EMPLOYER RELIEF INDICATOR | M100 |
| Weeks ShPP (birth) remaining to be paid | M540 |
| Weeks ShPP (birth) paid | M560 |
| Weeks ShPP (birth) to be paid for payroll adjustment | M565 |
| Weeks ShPP (birth) to be excluded this period | M570 |
| Weeks ShPP (adoption) remaining to be paid | M640 |
| Weeks ShPP (adoption) paid | M660 |
| Weeks ShPP (adoption) to be paid for payroll adjustment | M665 |
| Weeks ShPP (adoption) to be excluded this period | M670 |
| Increase the higher rate of SMP by a cash amount | M741 |
| Increase the higher rate of SMP by a cash amount | M743 |
| Replace the higher rate of SMP by a cash amount | M745 |
| Replace the total amount of SMP paid in a maternity period | M748 |
| ShPP (Birth) increase | M751 |
| ShPP (Birth) decrease | M752 |
| POSITIVE PRE-DETERMINED ShPP (Birth) PAYMENT | M755 |
| NEGATIVE PRE-DETERMINED ShPP (Birth) PAYMENT | M756 |
| SHPP (Birth) TOTAL PAID IN CURRENT TAX YEAR | M758 |
| SHPP (Adoption) INCREASE | M761 |
| SHPP (Adoption) DECREASE | M762 |
| POSITIVE PRE-DETERMINED SHPP (Adoption) PAYMENT | M765 |
| NEGATIVE PRE-DETERMINED SHPP (Adoption) PAYMENT | M766 |
| SHPP (Adoption) TOTAL PAID IN CURRENT TAX YEAR | M768 |
| Partner’s Surname | M780 |
| Partner’s Forename | M781 |
| Partner’s Second Name | M782 |
| Partner’s NI Number | M783 |
| DATE OF DEATH OF MOTHER OR PRIMARY ADOPTER | M015 |
Use M015 to enter the date of death of the mother or primary adopter.
Format ddmmyyyy
Example
The date of the above is 8th April, 2022:
M015 08042022
NOTES:
- This date cannot be altered after the ShPP payments have started
- Enter 00000000 to remove.
| START DATE OF MOTHERS SMP OR START DATE OF ADOPTERS SAP PAYMENTS | M016 |
Use M016 to enter the start date of mothers SMP (for ShPP Birth) or start date of adopters SAP payments (For ShPP Adoption).
Format ddmmyyyy
Example
The date of the above is 8th April, 2022:
M016 08042022
NOTES:
- This datacode is used for the following types of parental pay:
- ShPP (Birth)
- ShPP (Adoption)
- This date cannot be altered after the ShPP payments have started
- This date cannot be later than the actual date of childbirth/placement
- This date cannot be later than the end of the current pay period
| MOTHERS / PRIMARY ADOPTERS RETURN TO WORK DATE | M017 |
Use M017 to enter the return to work date for the mother or primary adopter.
Format ddmmyyyy
Example
The date of the above is 8th April, 2022:
M017 08042022
NOTES:
- This date cannot be altered after the ShPP payments have started
- This date cannot be entered if a date of death (M015) has previously been entered.
- This date must be at least 2 weeks after the date of birth or placement of the child.
| SHARED PARENTAL PAY PAYMENT PATTERN | M018 |
Use M018 to enter the payment pattern for shared parental pay.
Format xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
Where each occurrence of x can be one of:
- Y – Pay shared parental pay in the given period and deduct time from the weeks entitlement
- N – Do not pay shared parental pay, but do deduct from the weeks entitlement.
- W – The employee is working in the given period; do not pay shared parental pay in that period, do not deduct from the number of weeks entitlement.
- [space] – Same functionality as “Y”- Pay shared parental pay in the given period and deduct time from the weeks entitlement. There may be any number of trailing spaces (or the data may be entirely blank), but there must be no further populated positions to the right of the first blank position.
Example
The payment pattern is to be set to 5 periods of paid parental pay starting with this pay period, followed by 5 periods of working with no shared parental pay, followed by 2 weeks of not working with no shared parental pay. After the 12 specified periods, the employee IS paid parental pay (up to the normal end of qualifying payments)
M018 YYYYYWWWWWNN
NOTES:
- Each processing period, PayrollActive uses the leftmost pattern letter to govern the payment of ShPP in that period. That letter is then automatically removed, and the remaining letters (if any) moved 1 place left in preparation for the next processing period. Thus, if the pattern is to be amended for an employee mid-way through a sequence of payments, M018 should be entered with values from the current period onwards, NOT including any now-historic values for already processed periods.
- There is no difference in terms of payment calculation between W and N for a given period (ShPP is NOT paid).
- There is no difference in terms of payment calculation between Y and [space] for a given period (ShPP IS paid if the employee remains entitled to it.)
| START DATE OF NEXT PARENTAL PAY PERIOD | M021 |
Use M021 to enter the start date of the next parental pay period.
Format ddmmyyyy
Example
The date of the above is 8th April, 2022:
M021 08042003
NOTES:
- The date must not be earlier than the ShPP start date
- The date must be later than the date held against M021
- If the parental pay type is E (bereavement), a date entered here must not be later than the date 52 weeks after the bereavement date. (this is in CP logic but cannot see in PA – need to check)
| END DATE OF SHARED PARENTAL PAY | M023 |
Use M021 to enter the end date of SHPP.
Document CNDCVAL says this datacode is the end date of SPP (which to me means statutory paternity pay) but the logic is clearly rejecting all types except the two shared parental pay.
CP has this as end date of ASPP
Basically, there is a good deal of contradiction about this code.
Format ddmmyyyy
Example
The date of the above is 8th April, 2022:
M023 08042022
NOTES:
- A payment start date must already have been entered.
- This date must be later than the payment start date.
| SMP WEEKS & DAYS REMAINING AT HIGHER RATE | M030 |
Use M030 to enter the weeks and days remaining at the higher rate for SMP.
Format w:d
Where w is a number of weeks between 0 and 6 and d is a number of days between 0 and 6 (7 days must be represented as a whole week).
The maximum allowed is 6 weeks and 0 days, thus if the weeks value is 6 then the days value must be 0.
Example
The weeks and days remaining at the higher rate is 4 weeks and 3 days
M030 4:3
NOTES:
- This datacode is used for the following types of parental pay:
- SMP
- An expected date of childbirth must already have been entered.
| SMP WEEKS & DAYS PAID AT HIGHER RATE | M050 |
Use M030 to enter the weeks and days paid at the higher rate for SMP.
Format w:d
Where w is a number of weeks between 0 and 6 and d is a number of days between 0 and 6 (7 days must be represented as a whole week).
The maximum allowed is 6 weeks and 0 days, thus if the weeks value is 6 then the days value must be 0.
Example
The weeks and days paid at the higher rate is 4 weeks and 3 days
M050 4:3
NOTES:
- This datacode is used for the following types of parental pay:
- SMP
- An expected date of childbirth must already have been entered.
| SMP WEEKS & DAYS PAID AT HIGHER RATE FOR PAYROLL ADJUSTMENT | M055 |
Use M030 to enter the weeks and days paid at the higher rate for SMP (for payroll adjustment).
Format w:d
Where w is a number of weeks between 0 and 6 and d is a number of days between 0 and 6 (7 days must be represented as a whole week).
The maximum allowed is 6 weeks and 0 days, thus if the weeks value is 6 then the days value must be 0.
Example
The weeks and days paid at the higher rate is 4 weeks and 3 days
M055 4:3
NOTES:
- This datacode is used for the following types of parental pay:
- SMP
- An expected date of childbirth must already have been entered.
- Use of M055, and the other new “for payroll adjustment” versions of M data codes could do with a more in-depth write-up along the lines of the existing M065 details. Leaving for now as your humble author is not an expert on such things, and doesn’t think a copy/paste from M065 is necessarily a good idea unless confirmed by subject matter experts.
| SMALL EMPLOYER RELIEF INDICATOR | M100 |
Use M100 to indicate whether the employer receives “small employer relief” in respect of the employee
Format X
Where X is Y or N
| Weeks ShPP (birth) remaining to be paid | M540 |
Use M540 to enter the number of weeks ShPP (birth) remaining to be paid
Format 1 ww:d
Where ww is a number of weeks between 0 and 37 or 0 and 39 (see below) and d is a number of days between 0 and 6 (7 days must be represented as a whole week).
If no date of death of the partner has been entered then the maximum allowed is 37 weeks and 0 days, thus if the weeks value is 37 then the days value must be 0.
If a date of death of the partner has been entered then the maximum allowed is 39 weeks and 0 days, thus if the weeks value is 39 then the days value must be 0.
This format is to be used if the company-level setting of Parental Pay Calculation Method is set to part week payments to coincide with the pay period.
Example
The weeks and days is 4 weeks and 3 days
M540 4:3
Format 2 ww
Where ww is a number of weeks between 0 and 37 or 0 and 39.
If no date of death of the partner has been entered then the maximum allowed is 37 weeks.
If a date of death of the partner has been entered then the maximum allowed is 39.
This format is to be used if the company-level setting of Parental Pay Calculation Method is set to Weeks
Example
The weeks and days is 4 weeks
M540 4
NOTES:
- An ShPP start date must already have been entered.
- The result of adding the weeks (and days) entered to the ShPP start date must be less than the ShPP end date if the end date has been entered.
- Use M018 to enter the pattern of shared parental pay.
| Weeks ShPP (birth) paid | M560 |
Use M560 to enter the number of weeks ShPP (birth) paid
Format 1 ww:d
Where ww is a number of weeks between 0 and 37 or 0 and 39 (see below) and d is a number of days between 0 and 6 (7 days must be represented as a whole week).
If no date of death of the partner has been entered then the maximum allowed is 37 weeks and 0 days, thus if the weeks value is 37 then the days value must be 0.
If a date of death of the partner has been entered then the maximum allowed is 39 weeks and 0 days, thus if the weeks value is 39 then the days value must be 0.
The sum of the Weeks to be Paid (held against M540) and Weeks Paid (M560) must also not exceed the above limits.
This format is to be used if the company-level setting of Parental Pay Calculation Method is set to part weeks payments
Example
The weeks and days paid is 4 weeks and 3 days
M560 4:3
Format 2 ww
Where ww is a number of weeks between 0 and 37 or 0 and 39.
If no date of death of the partner has been entered then the maximum allowed is 37 weeks.
If a date of death of the partner has been entered then the maximum allowed is 39.
This format is to be used if the company-level setting of Parental Pay Calculation Method is set to Weekly
Example
The weeks and days paid is 4 weeks
M560 4
NOTES:
- This datacode is used for the following types of parental pay:
- ShPP (birth)
- An ShPP start date must already have been entered.
| Weeks ShPP (birth) to be paid for payroll adjustment | M565 |
Use M565 to enter the number of weeks ShPP (birth) to be paid for the purposes of a payroll adjustment
Format 1 -ww:d
Where ww is a number of weeks between 0 and 39 and d is a number of days between 0 and 6 (7 days must be represented as a whole week).
The maximum allowed is 39 weeks and 0 days, thus if the weeks value is 39 then the days value must be 0.
The value may be signed with a preceding –
Example
The weeks and days paid is 4 weeks and 3 days
M565 4:3
Format 2 -ww
Where ww is a number of weeks between 0 and 39.
The value may be signed with a preceding –
Example
The weeks and days paid is 4 weeks
M565 4
NOTES:
- An ShPP start date must already have been entered.
- Due to this being an adjustment datacode, both formats are available regardless of the company level ShPP calculation method being Split Weekly or Weeks. This is to allow for the company level option being set differently in the previous period.
- The value may be preceded with an optional “-“ sign if necessary.
| Weeks ShPP (birth) to be excluded this period | M570 |
Use M570 to enter the number of weeks ShPP (birth) to be excluded this period
Format ww
Where ww is a number of weeks between 0 and 37 or 0 and 39 (see below).
If no date of death of the partner has been entered then the maximum allowed is 37 weeks.
If a date of death of the partner has been entered then the maximum allowed is 39.
Example
The weeks to be excluded is 4 weeks
M570 4
NOTES:
- An ShPP start date must already have been entered.
- This datacode allows entry of whole weeks only with no part week option.
| Weeks ShPP (adoption) remaining to be paid | M640 |
Use M640 to enter the number of weeks ShPP (adoption) remaining to be paid
Format 1 ww:d
Where ww is a number of weeks between 0 and 37 or 0 and 39 (see below) and d is a number of days between 0 and 6 (7 days must be represented as a whole week).
If no date of death of the partner has been entered then the maximum allowed is 37 weeks and 0 days, thus if the weeks value is 37 then the days value must be 0.
If a date of death of the partner has been entered then the maximum allowed is 39 weeks and 0 days, thus if the weeks value is 39 then the days value must be 0.
This format is to be used if the company-level setting of Parental Pay Calculation Method is set to Split Weekly (Days)
Example
The weeks and days is 4 weeks and 3 days
M640 4:3
Format 2 ww
Where ww is a number of weeks between 0 and 37 or 0 and 39.
If no date of death of the partner has been entered then the maximum allowed is 37 weeks.
If a date of death of the partner has been entered then the maximum allowed is 39.
This format is to be used if the company-level setting of Parental Pay Calculation Method is set to Weeks
Example
The weeks and days is 4 weeks and 3 days
M640 4:3
NOTES:
- An ShPP start date must already have been entered.
- The result of adding the weeks (and days) entered to the ShPP start date must be less than the ShPP end date if the end date has been entered.
- Use M018 to enter the pattern of shared parental pay.
Coding note: there are at present no companies using Split Weeks
| Weeks ShPP (adoption) paid | M660 |
Use M660 to enter the number of weeks ShPP (adoption) paid
Format 1 ww:d
Where ww is a number of weeks between 0 and 37 or 0 and 39 (see below) and d is a number of days between 0 and 6 (7 days must be represented as a whole week).
If no date of death of the partner has been entered then the maximum allowed is 37 weeks and 0 days, thus if the weeks value is 37 then the days value must be 0.
If a date of death of the partner has been entered then the maximum allowed is 39 weeks and 0 days, thus if the weeks value is 39 then the days value must be 0.
The sum of the Weeks to be Paid (held against M540) and Weeks Paid (M560) must also not exceed the above limits.
This format is to be used if the company-level setting of Parental Pay Calculation Method is set to part week payments
Example
The weeks and days paid is 4 weeks and 3 days
M660 4:3
Format 2 ww
Where ww is a number of weeks between 0 and 37 or 0 and 39.
If no date of death of the partner has been entered then the maximum allowed is 37 weeks.
If a date of death of the partner has been entered then the maximum allowed is 39.
This format is to be used if the company-level setting of Parental Pay Calculation Method is set to Weekly
Example
The weeks and days paid is 4 weeks and 3 days
M660 4:3
NOTES:
- This datacode is used for the following types of parental pay:
- ShPP (adoption)
- An ShPP start date must already have been entered.
| Weeks ShPP (adoption) to be paid for payroll adjustment | M665 |
Use M665 to enter the number of weeks ShPP (adoption) to be paid for the purposes of a payroll adjustment
Format 1 -ww:d
Where ww is a number of weeks between 0 and 39 and d is a number of days between 0 and 6 (7 days must be represented as a whole week).
The maximum allowed is 39 weeks and 0 days, thus if the weeks value is 39 then the days value must be 0.
The value may be signed with a preceding –
Example
The weeks and days paid is 4 weeks and 3 days
M665 4:3
Format 2 -ww
Where ww is a number of weeks between 0 and 39.
The value may be signed with a preceding –
Example
The weeks and days paid is 4 weeks
M665 4
NOTES:
- An ShPP start date must already have been entered.
- Due to this being an adjustment datacode, both formats are available regardless of the company level ShPP calculation method being Split Weekly or Weeks.
- The value may be preceded with an optional “-“ sign if necessary.
| Weeks ShPP (adoption) to be excluded this period | M670 |
Use M670 to enter the number of weeks ShPP (adoption) to be excluded this period
Format ww
Where ww is a number of weeks between 0 and 37 or 0 and 39 (see below).
If no date of death of the partner has been entered then the maximum allowed is 37 weeks.
If a date of death of the partner has been entered then the maximum allowed is 39.
Example
The weeks to be excluded is 4 weeks
M670 4
NOTES:
- An ShPP start date must already have been entered.
- This datacode allows entry of whole weeks only with no split weeks option.
| Increase the higher rate of SMP by a cash amount | M741 |
Use M741 to increase the higher rate of SMP by a cash amount.
Format ppppppppppp
Where pppppppppppp is the amount by which the higher rate of SMP is to be increased by, in pence, up to 11 numeric characters. This may not be negative.
Example
The higher rate of SMP is to be increased by £12.50:
M741 1250
NOTE:
- This datacode is used for the following types of parental pay:
- SMP
- SMP must not have been predetermined in this pay period, as indicated by the eligibility marker being “P”.
- The SMP payment allowance must not have been overridden in this pay period.
- If any combination or multiples of M741, M743 and M745 are entered in a pay period then only the last one (as per the recognised sort sequence) is applied. (Note therefore that the “increase” codes do not act cumulatively)
| Increase the higher rate of SMP by a cash amount | M743 |
Use M743 to increase the higher rate of SMP by a cash amount.
Format ppppppp
Where ppppppp is the amount by which the higher rate of SMP is to be increased by expressed as a percentage with 3 decimal places, up to 7 numeric characters. This may not be negative.
Example
The higher rate of SMP is to be increased by 3.5%:
M743 3500
NOTE:
- This datacode is used for the following types of parental pay:
- SMP
- SMP must not have been predetermined in this pay period, as indicated by the eligibility marker being “P”.
- The SMP payment allowance must not have been overridden in this pay period.
- If any combination or multiples of M741, M743 and M745 are entered in a pay period then only the last one (as per the recognised sort sequence) is applied. (Note therefore that the “increase” codes do not act cumulatively)
| Replace the higher rate of SMP by a cash amount | M745 |
Use M745 to replace the higher rate of SMP by a cash amount.
Format ppppppppppp
Where pppppppppppp is the new amount for the higher rate of SMP, in pence, up to 11 numeric characters. This can be negative. Allowing -ve seems odd – check.
Example
The higher rate of SMP is to be replaced by £567.50:
M741 56750
NOTE:
- This datacode is used for the following types of parental pay:
- SMP
- SMP must not have been predetermined in this pay period, as indicated by the eligibility marker being “P”.
- The SMP payment allowance must not have been overridden in this pay period.
- The replacement amount must be greater than amount being replaced.
- If any combination or multiples of M741, M743 and M745 are entered in a pay period then only the last one (as per the recognised sort sequence) is applied. (Note therefore that the “increase” codes do not act cumulatively)
| Replace the total amount of SMP paid in a maternity period | M748 |
Use M748 to replace the total amount of SMP paid in a maternity period.
Format ppppppppppp
Where pppppppppppp is the amount of SMP paid in a maternity period, in pence, up to 11 numeric characters. This can be negative. Allowing -ve seems odd – check.
Example
The amount of SMP paid is to be replaced by £567.50:
M748 56750
NOTE:
- This datacode is used for the following types of parental pay:
- SMP
- M705 can also update the same value.
| ShPP (Birth) INCREASE | M751 |
| ShPP (Birth) DECREASE | M752 |
Use M751 orM752 to increase or decrease the ShPP (Birth) payment, for this pay cycle only.
Format ppppppppppp
Where ppppppppppp is the amount of increase or decrease, in pence, up to 11 numeric characters.
Example 1
The employee’s calculated ShPP (Birth) payment is increased by £45.00 for this payrun only:
M751 4500
Example 2
The employee’s calculated ShPP (Birth) payment is decreased by £15.00 for this payrun only:
M752 1500
Note:
- The addition or subtraction from the calculated SHPP (Birth) payment is reflected in the SAP total paid in the current tax year (held against SHPP (Birth) total paid in current tax year/ M758).
- You can enter successive amounts against each of M751 and M752 in the same pay period. At the time of the payrun, Payroll Active totals the amounts against each and increases or decreases the ShPP (Birth) payment accordingly.
- These datacodes are used for the following types of parental pay:
- ShPP (Birth)
| POSITIVE PRE-DETERMINED ShPP (Birth) PAYMENT | M755 |
| NEGATIVE PRE-DETERMINED ShPP (Birth) PAYMENT | M756 |
Use M755 or M756 to pay or recover a pre-determined SHPP (Birth) amount, for this payrun only. Use M755 when entering an SHPP (Birth) payroll adjustment. Format ppppppppppp
Where ppppppppppp is the pre-determined SHPP (Birth) amount, in pence, up to 11 numeric characters. For payroll adjustment, the pre-determined amount can be positive or negative.
Example 1
The employee is to receive a pre-determined amount of £112.15 for this payrun only:
M755 11215
Example 2
The employee is to have a pre-determined amount of £37.50 recovered for this payrun only:
M756 3750
Example 3
The employee is to receive a pre-determined amount of £97.75 as a payroll adjustment:
M565 1
M755 9775
In this example, the number of weeks paid is also adjusted by 1.
Example 4
The employee is to have a pre-determined amount of £155.90 recovered as a payroll adjustment:
M565 -1
M755 -15590
In this example, the number of weeks recovered is 1.
NOTE:
- Use M755 and M756 when Payroll Active is unable to calculate average pay, or Payroll Active has not received the employee’s SHPP (Birth) details in time to calculate payments.
- Use M755 in conjunction with Weeks to be paid for payroll adjustment/M565 to enter pre-determined amounts of SHPP (Birth) to be paid or recovered.
- If you enter pre-determined SHPP (Birth) payments, other than for payroll adjustments, you must enter these payments throughout the period of matching certificate and not revert to automatic calculation.
- As with calculated SHPP (Birth) payments, the net amount held against M755 and M756 is added to the tax year-to-date total SHPP (Birth) paid (held against SHPP (Birth) total paid in current tax year/M758, page ?)
- These datacodes are used for the following types of parental pay:
- SHPP (Birth)
| SHPP (Birth) TOTAL PAID IN CURRENT TAX YEAR | M758 |
Use M758 to replace the total amount of ShPP (Birth) paid in the year to-date, which Payroll Active calculates and holds against M758.
Format ppppppppppp
Where pppppppppppp is the total SHPP (Birth) amount paid, in pence, up to 11 numeric characters.
Example
The employee has received a total of £945.00 in ShPP (Birth) payments during the current tax year:
M758 94500
NOTE:
- At the end of each tax year, Payroll Active prints the total SHPP (Birth) payments made to the employee on the EOY Reconciliation, after which it sets the amount to zero.
- This datacode is used for the following types of parental pay:
- SHPP (Birth)
| SHPP (Adoption) INCREASE | M761 |
| SHPP (Adoption) DECREASE | M762 |
Use M761 orM762 to increase or decrease the ShPP (Adoption) payment, for this payrun only.
Format ppppppppppp
Where ppppppppppp is the amount of increase or decrease, in pence, up to 11 numeric characters.
Example 1
The employee’s calculated ShPP (Adoption) payment is increased by £45.00 for this payrun only:
M761 4500
Example 2
The employee’s calculated ShPP (Adoption) payment is decreased by £15.00 for this payrun only:
M762 1500
Note:
- The addition or subtraction from the calculated SHPP (Adoption) payment is reflected in the SAP total paid in the current tax year (held against SHPP (Adoption) total paid in current tax year/ M768).
- You can enter successive amounts against each of M761 and M762 in the same pay period. At the time of the payrun, Payroll Active totals the amounts against each and increases or decreases the ShPP (Adoption) payment accordingly.
| POSITIVE PRE-DETERMINED SHPP (Adoption) PAYMENT | M765 |
| NEGATIVE PRE-DETERMINED SHPP (Adoption) PAYMENT | M766 |
Use M765 or M766 to pay or recover a pre-determined ShPP (Adoption) amount, for this payrun only. Use M765 when entering an ShPP (Adoption) payroll adjustment. Format ppppppppppp
Where ppppppppppp is the pre-determined ShPP (Adoption) amount, in pence, up to 11 numeric characters. For payroll adjustment, the pre-determined amount can be positive or negative.
Example 1
The employee is to receive a pre-determined amount of £112.15 for this payrun only:
M765 11215
Example 2
The employee is to have a pre-determined amount of £37.50 recovered for this payrun only:
M766 3750
Example 3
The employee is to receive a pre-determined amount of £97.75 as a payroll adjustment:
M665 1
M765 9775
In this example, the number of weeks paid is also adjusted by 1.
Example 4
The employee is to have a pre-determined amount of £155.90 recovered as a payroll adjustment:
M665 -1
M755 -15590
In this example, the number of weeks recovered is 1.
NOTE:
- Use M765 and M766 when SDWorx-Pay is unable to calculate average pay, or has not received the employee’s ShPP (Adoption) details in time to calculate payments.
- Use M765 in conjunction with Weeks to be paid for payroll adjustment/M665 to enter pre-determined amounts of SHPP (Adoption) to be paid or recovered.
- If you enter pre-determined ShPP (Adoption) payments, other than for payroll adjustments, you must enter these payments throughout the period of matching certificate and not revert to automatic calculation.
- As with calculated ShPP (Adoption) payments, the net amount held against M765 and M766 is added to the tax year-to-date total SHPP (Adoption) paid (held against SHPP (Adoption) total paid in current tax year)
| SHPP (Adoption) TOTAL PAID IN CURRENT TAX YEAR | M768 |
Use M768 to replace the total amount of ShPP (Adoption) paid in the year to-date, which SDWorx-pay calculates and holds against M768.
Format ppppppppppp
Where pppppppppppp is the total ShPP (Adoption) amount paid, in pence, up to 11 numeric characters.
Example
The employee has received a total of £945.00 in ShPP (Adoption) payments during the current tax year:
M768 94500
NOTE:
- At the end of each tax year, SDWorx-pay displays the total ShPP (Adoption) payments made to the employee on the EOY Reconciliation, after which it sets the amount to zero.
| Partner’s Surname | M780 |
Use M780 to enter the employee’s partner’s surname.
Format xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
Where xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx is the employee’s partner’s surname, up to 35 alphabetic or numeric characters, including Hyphen (–) and Apostrophe (‘) and any embedded spaces. The first character must be alphabetic.
Example
The person’s name is Norman Stanley Fletcher, where Norman and Stanley are given names and Fletcher is the family name. Only the family name should be included:
M780 Fletcher
| Partner’s Forename | M781 |
Use M781 to enter the employee’s partner’s forename.
Format xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
Where xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx is the employee’s partner’s forename, up to 35 alphabetic or numeric characters, including Hyphen (–) and Apostrophe (‘) and any embedded spaces. The first character must be alphabetic.
Example
The person’s name is Norman Stanley Fletcher, where Norman and Stanley are given names and Fletcher is the family name. Only the first given name should be included:
M781 Norman
| Partner’s Second Name | M782 |
Use M782 to enter the employee’s partner’s second name.
Format xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
Where xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx is the employee’s partner’s second name, up to 35 alphabetic or numeric characters, including Hyphen (–) and Apostrophe (‘) and any embedded spaces. The first character must be alphabetic.
Example
The person’s name is Norman Stanley Fletcher, where Norman and Stanley are given names and Fletcher is the family name. Only names other than the first given name and the surname should be included:
M782 Stanley
| Partner’s NI Number | M783 |
Use M783 to enter the employee’s partner’s National Insurance number.
Format XXnnnnnnX
Where XX are two alphabetic characters, nnnnnn are six numeric characters and X is either A, B, C, D.
Example
The person’s NI number is AB123456C:
M783 AB123456C
Under Construction – Last update 28/6/2023 (PSP)