What to do when an employee dies

Please follow this guide on the steps required when an employee dies. It is based on HMRC guidance.

Process #

1. Employee Setup > Update
   • Enter the date they died into the End date field
   • Change the employee’s NI Category to Exempt
   • Click Update
2. Pay run > Redo

The system will deduct tax using their existing tax code, use category letter X (zero National Insurance) and send their ‘Date of leaving’ (the date they died) in the next FPS.