TCM1000355 - How to enter new employed or self-employed work details
Step 1
If you aren’t already on the ‘Work Details’ screen, go to Step 2.
If you are already on the ‘Work Details’ screen, go to Step 3.
Step 2
On the ‘Function Menu’
- select ‘Application’ on the toolbar
- select ‘Change of Circumstances’ from the options available. You will be taken to the ‘Key Entry Data’ screen
- enter the customer’s NINO
- select the relevant checkbox
- select ‘OK’. You will be taken to the ‘Applicant Details’ screen.
If you are taken to the ‘Select Household’ screen
- select the relevant claim
- select ‘OK’. You will be taken to the ‘Applicant Details’ screen
- select ‘Wk1’ or ‘Wk2’. You will be taken to the ‘Work Details’ screen for the relevant customer
- go to Step 3.
If you are taken to the ‘Select Application’ screen
- select the relevant claim
- select ‘OK’. You will be taken to the ‘Applicant Details’ screen
- select ‘Wk1’ or ‘Wk2’. You will be taken to the ‘Work Details’ screen for the relevant customer
- go to Step 3.
If you are taken straight to the ‘Applicant Details’ screen
- select ‘Wk1’ or ‘Wk2’. You will be taken to the ‘Work Details’ screen for the relevant customer
- go to Step 3.
Step 3
If the customer is due the four-week run-on entitlement, go to Step 8.
If the customer isn’t due the four-week run-on entitlement, go to Step 4.
Step 4
On the ‘Work Details’ screen
Note: Don’t delete the current work details or overtype them.
- select ‘New’ if there are already employment details on the tax credits computer for that customer
- enter the new number of jobs in the ‘Number of Paid Jobs’ field
- enter the new total hours worked in the ‘Total Hours Worked’ field
- enter the new hours worked start date in the ‘Hours Worked Start Date’ field
- go to Step 5.
Step 5
If the customer’s new main job is employed, go to Step 6.
If the customer’s new main job is self-employed, go to Step 7.
Step 6
Enter the new main employment details in the ‘Main Employment Details’ fields
Note: If the new main employment details are already on the computer there is no need to re-enter the details.
- enter the employer reference in the ‘Emp. Ref.’ field
Note: If the customer hasn’t provided the employer reference number, follow the guidance in TCM0068100. - enter the payroll number in the ‘Payroll No:’ field
- enter the main employment start date in the ‘Start Date’ field
- enter the employer name (if necessary) in the ‘Name’ field
- select ‘Address’
- enter the employer address (if necessary)
- select ‘OK’. You will taken back to the ‘Work Details’ screen
- enter the employer telephone number in the ‘Tel No.’ field
- end of action.
Step 7
Enter the new main employment details in the ‘Self Employed Details’ fields
Note: If the new main employment details were already on the computer there is no need to enter the details check they are correct.
- enter the UTR number in the ‘UTR’ field
- enter the start date of the self employed job in the ‘Start Date’ field
- delete the end date if there is a date in ‘End date’ field
- end of action.
Step 8
On the ‘Work Details’ screen
Note: Don’t delete the current work details or overtype them.
- select ‘New’
- enter the new number of jobs in the ‘Number of Paid Jobs’ field
- enter the new total hours worked in the ‘Total Hours Worked’ field
- enter the new hours worked start date in the ‘Hours Worked Start Date’ field
- go to Step 9.
Step 9
If the customer’s new main job is employed, go to Step 10.
If the customer’s new main job is self-employed, go to Step 11.
Step 10
Enter the new main employment details in the ‘Main Employment Details’ fields
Note: If the new main employment details were already on the computer there is no need to enter the details check they are correct.
- enter the employer reference in the ‘Emp. Ref.’ field
Note: If the customer hasn’t provided the employer reference number, follow the guidance in Trace Employer. - enter the payroll number in the ‘Payroll No.’ field
- enter the main employment start date in the ‘Start Date’ field
- enter the employer name (if necessary) in the ‘Name’ field
- select ‘Address’. You will be taken to the ‘Address Change’ screen
- enter the employer address (if necessary)
- select ‘OK’. You will be taken back to the ‘Work Details’ screen
- enter the employer telephone number in the ‘Tel No.’ field
- end of action.
Step 11
Enter the new main self employment details in the ‘Self Employed Details’ fields
Note: If the new main self employment details were already on the computer there is no need to enter the details check they are correct.
- enter the UTR number in the ‘UTR’ field
- enter the start date of the self-employed job in the ‘Start Date’ field
- delete the end date if there is a date in ‘End date’ field
- end of action.