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Email P45

Summary

 This guide explains how to email the P45 document for any user listed under the Leavers tab in the "My People" page.

In this article

  •  Before you begin
  • Step 1: Access the "My People" page
  • Step 2: Email the P45 document
  • Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the necessary permissions to email P45 documents for users.
  • Verify that the user has left the company and the P45 document is available for emailing.

Step 1: Access the "My People" page

  1. Navigate to the "My People" page from your main dashboard.
  2. Click on the "Leavers" tab to view the users who have left the company.

Step 2: Email the P45 document

  1. Locate the user for whom you wish to email the P45.
  2. Click on the 3 dots (options menu) next to the user’s name.
  3. From the dropdown menu, select "Email P45".
  4. The P45 document will be emailed to the user’s registered email address.

Frequently Asked Questions (FAQ)

1. Can I email the P45 to multiple users at once?

Currently, you can only email one P45 at a time. To email P45s to other users, repeat the process for each individual.

2 .What should I do if the P45 doesn’t arrive by email?

Ensure the user’s email address is correct. If the issue persists, contact your system administrator.

 

3. Can I email the P45 in different formats?

The P45 is typically emailed as a PDF attachment. Check your platform’s settings for other supported formats.
 
 

4. What if I can’t find the "Email P45" option?

Ensure you have the necessary permissions. If the option is still unavailable, contact your system administrator.