Payroll onboarding

New employee form

Taking on someone new? Tell us about them here and we will have payroll ready for their first payday. Fields marked * are required; everything else helps us set things up faster.

The employer

Which business is this employee joining?

Business name

Who is filling in this form?

Employee personal details

Exactly as they appear on official documents.

Title

Gender (as payroll records it)

First name(s)

Last name

Date of birth

National Insurance number (if known)

Email address

Contact number

Home address

Employment details

The role, when it starts, and what it pays.

Job title

Start date

Normal hours per week

Pay basis

Pay amount (£)

Tax details

This is what decides the right tax code from day one.

Does the employee have a P45 from their last job (given in the current tax year)?

Great. After sending this form, please email a photo or scan of the P45 to info@moneytreefinancial.co.uk so we can enter the exact figures.

With no P45 we need a starter declaration. Which one applies to the employee?

Statement AThis is their first job since 6 April, and they have not been getting taxable Jobseeker's Allowance, Employment and Support Allowance, taxable Incapacity Benefit, or a state, works or private pension. Statement BThis is currently their only job, but since 6 April they have had another job or received one of the taxable benefits above. They do not get a state, works or private pension. Statement CThey have another job, or they get a state, works or private pension.

Student loan

Postgraduate loan

Anything else?

Benefits in kind, a works pension already in place, a second role, unusual hours, anything you think we should know.

This form is sent directly and only to Moneytree Financial (info@moneytreefinancial.co.uk) over a secure connection. Nothing is stored on this page. Moneytree Financial Ltd uses these details solely to run payroll for the employer named above.

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All received, thank you

The details are on their way to the payroll team at Moneytree Financial. If a P45 applies, please remember to email a copy to info@moneytreefinancial.co.uk.