Preferential Creditors' / Employees' Claims

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    Overview

    The system caters for the priority of preferential creditors’ claims.

    To capture all the information necessary in processing their claims, employee claims are entered on a separate entry form to other creditors.

    You may also import Employee Creditor claims.  We will look at both methods.

    Dealing with preferential and employees' claims

    1.    To enter Employees, click Financials tab > Creditors tab.

    2.    Double-click Preferential Creditors.

    The creditors register appears (filtered by preferential creditors).  Company Directors will appear in the register if they were entered during the job opening procedure.

    File:test/insolvency/050_3+Employees+claims/020_Preferential+Creditors%EF%BF%BD%2FEmployees%EF%BF%BD+Claims/Emp2.png

    3.    Click the [Add Employee] button.

    The Add New Employee screen appears.

    Note

    If no Redundancy Payments Office (“RPO”) had been selected during the job set-up wizard, you will see the following screen before the Add New Employee screen :

    File:test/insolvency/050_3+Employees+claims/020_Preferential+Creditors%EF%BF%BD%2FEmployees%EF%BF%BD+Claims/Emp7.png

    You will be required to enter the RPO that will be dealing with the case, which pre-populates from data held in the Counterparties data.

    File:test/insolvency/050_3+Employees+claims/020_Preferential+Creditors%EF%BF%BD%2FEmployees%EF%BF%BD+Claims/Emp8.png

    4.    Enter the following Employee Details:

    Field

    Value

    Title

    Mr

    First Name

    Desmond

    Last Name

    Llewellyn

    Address Type

    Street

    Address

    10 Burgh Lane

    Firle

    East Sussex

    BN8 3RF

    Phone

    01273 456 867

    Email

    q.dept @ secret.gsi.gov.uk

    SoA creditor

    Director of Company

    NI Number

    NA987654A

    5.    Compare your screen with the screen shot below.

    File:test/insolvency/050_3+Employees+claims/020_Preferential+Creditors%EF%BF%BD%2FEmployees%EF%BF%BD+Claims/Emp3.png

     

    6.    On the Claim Entry tab, enter the following:

    Field

    Value

    Date of Birth

    12/09/1914

    Date Started

    02/04/1951

    Holiday Year Start

    1/1/2012

    Wages paid To

    1/1/2012

    Pay Period

    M

    Hours

    40

    Monthly Rate

    2550

    Pay From

    1/1/2012

    Pay To

    18/7/2012

    Holiday Pay

    13

    Compare your screen with the screen shot below:

    File:test/insolvency/050_3+Employees+claims/020_Preferential+Creditors%EF%BF%BD%2FEmployees%EF%BF%BD+Claims/Emp4.png

     

    Note

    There are other ways to add a employee’s details.

    In Financials > Creditors tab, you can click [Add Creditor].

    Alternatively, you add a creditor through the standard toolbar:

    File:test/insolvency/050_3+Employees+claims/020_Preferential+Creditors%EF%BF%BD%2FEmployees%EF%BF%BD+Claims/Emp5.png

    Finally you can also add a creditor by right-mouse clicking on the particular creditor class you wish to add to:

    File:test/insolvency/050_3+Employees+claims/020_Preferential+Creditors%EF%BF%BD%2FEmployees%EF%BF%BD+Claims/Emp6.png