Add an apprentice

Before you enter your apprentice's details, check if they've had another job in the current tax year. Where they have, ask them for a copy of their P45. If they don't have a P45 or they haven't worked in the current tax year, ask them to complete a starter checklist.

If you're using the Pensions Module, leave the pension scheme details blank when you set up the new apprentice's record. This way, when you process your pay run and run the assessment, the pension module automatically enrols them if they're eligible.

Add an employee via the Quick Employee option

1. Click Employee, then click Quick Employee.
2. Enter the employee's details, ensuring you complete all details marked with an asterisk *.
3. Ensure you enter the correct National Insurance (NI) category. Typically if they're under 25 their NI category is H, however, contact HMRC if you're not certain which category to use.
4. Click Save and Clear, then click Close.

If you need to increase your employee licence and want to know more, leave your details and we'll get in touch.

Global changes

If you need to set the same Apprenticeship start date or end date to multiple employees, you can use global changes.

1. Select the required employees then click Tasks then Global Changes.
2. Click Apprenticeship Schemes then, as required, click:
   • Set Apprenticeship Start Date
   • Set Apprenticeship End Date 
3. Enter the required date then click OK.
4. Click Yes then click OK.

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