Sometimes, you need to change an employee's student loan plan type part way through the tax year.

If the employee doesn't already have a Student Loan, add it in their employee record. For help with doing this, follow the set up student loans article.

Amend the student loan plan type in the employee's record. The plan types available are based on the Plan start date. 

1. Double-click the relevant employee on your employee list.
2. Click the Employment tab.
3. Click the Student/Postgraduate Loans button.
4. Click the Loan Type drop-down box and select the required plan type.
5. Sometimes the plan type you need to select isn't available. To resolve this, change the Student Loan Start Date to the date HMRC asked you to change it. 
6. Click Save, then Close.

You've updated the plan type, and your software applies it from the next period you process.