New Employee Starter Checklist

New Employee Starter Checklist

Please fill this form in for new employees. If you need further assistance, please call us on 01902 219680 or email payroll@everestandco.co.uk
Employer Name*
Enter name of employer
Employer's Email*
example@example.com
Employee's personal details

Please enter details below
Title*
Name*

First Name (including middle name/s)Last Name
Gender*
Date of Birth*

DayMonthYear
Residential Address*

Street Address

Street Address Line 2

CityCounty

Post Code
National Insurance Number
If you do not have a national insurance number, please enter any reference provided after the application and ensure that you have a copy of right to work in the UK.
Personal Email*
example@example.com
Personal mobile number
Please enter a valid phone number.
- Employment start date*
  
  DayMonthYear
  Date
- Employee Statement*
  
  This is my first job since 6 April and since the 6 April I’ve not received payments from any of the following:• Jobseeker’s Allowance• Employment and Support Allowance• Incapacity BenefitSince 6 April I have had another job but I do not have a P45. And/or since the 6 April I have received payments from any of the following:• Jobseeker’s Allowance• Employment and Support Allowance• Incapacity BenefitYou have another job and/or• you’re in receipt of a State, Works or Private Pension
- Student Loans (please see below for further information regarding type of student plans)*
  
  NoYes - Plan 1Yes - Plan 2Yes - Plan 4Yes - Postgraduate Loans
- Types of Student Loan
  
  You have Plan 1 if any of the following apply:
  • you lived in Northern Ireland when you started your course
  • you lived in England or Wales and started your course before 1 September 2012
  You have a Plan 2 if:
  You lived in England or Wales and started your course on or after 1 September 2012.
  You have a Plan 4 if:
  You lived in Scotland and applied through the Students Award Agency Scotland (SAAS) when you started your course.
  You have a Postgraduate Loan if any of the
  following apply:
  • you lived in England and started your Postgraduate Master’s course on or after 1 August 2016
  • you lived in Wales and started your Postgraduate Master’s course on or after 1 August 2017
  • you lived in England or Wales and started your Postgraduate Doctoral course on or after 1 August 2018
- Pension - (You will be automatically enrolled into a workplace pension scheme if you are aged over 22 and earning over £10,000.00 or more. Should you wish to continue please state below either to opt in or out)*
  
  Opt out (After receiving a letter from the pension provider, please inform them that you want to opt out)Opt inNeed further guidance
- Additional information (if applicable)
- Pay Frequency*
  
  WeeklyFornightly4-weeklyMonthlyAnnually
- Pay Type*
- Contracted hours per week
- Please enter the salary details*
  example: 20 hours per week paid at NMW or £11.50 per hour, or £22,000 per annum
- Do you need us to prepare an employment contract for this employee? Additional charges will apply
  
  YesNoNeed further guidance - please call me
- Do you want to provide us your employee's bank details?
  
  YesNo
- Bank Name
  Please enter the name of your bank
- Sort Code
  Your 6 digit sort code
- Account Number
  Your 8 digit account number - We may carry out a further checks to confirm that this account belongs to you.
- Do you want to upload your employee's ID and Address proof? (It is your legal duty to keep a records of ID, address proof and rights to work in the UK for your employees. If you choose to upload the documents, we can keep them safe on your file but it is not mandatory for us to process your payroll.)
  
  YesNo
- Photo ID Upload
  
  Valid Photo ID
  Cancelof
- Address Proof Upload
  
  This is for your current address and should be dated within the last 3 months unless council tax letters which will be valid within 12 months
  Cancelof
- Right to work Document (if applicable)
  
  Cancelof
- Emergency Contact Details of employee
  Name: Relationship: Tel: Email:This will be used in case of an emergency.
- Use this space to inform us of any information that could help us to process your application?
- I confirm that the above information are true to the best of my knowledge. I understand that it is the responsibility of the employer to check the above details are correct and employee's have the right to work in the UK.*
  
  Clear
- Please verify that you are human*
- Should be Empty:

New Employee Starter Checklist

Employee's personal details