Not For Profit - Officer/Employee Details Page

This screen is used to add and maintain details relating to office holders and employees.
See 'Setting up Officers and Employees' process for more information.

Display Name

Enter name of employee or officer as you want it to be displayed in drop-down lists. The default is to start with the family name so that the lists can be sorted. This is required.

Address

Enter home address of the employee.

Trustee

Check this box if this person has been appointed as a trustee.

Date Appointed Trustee

Enter the date the person has been appointed a trustee of the organisation. This can be done manually (e.g 19/12/2002) or click on calendar icon to select date from the calendar.

Date Trusteeship Ended

Enter the date the person ceased to be a trustee of the organisation. This can be done manually (e.g 19/12/2002) or click on calendar icon to select date from the calendar.

Year End Signatory

Check this box if this officer/employee's signature is required in the year-end financial accounts.

Date Employment Started

Enter the date manually (e.g 19/12/2002) or click on calendar icon to select date from the calendar. This is required.

Date Employment Ended

Enter the date manually (e.g 19/12/2002) or click on calendar icon to select date from the calendar.

NI Number

Enter the National Insurance number of the employee or officer. This is required.

Bank Details - Sort Code/Account Number

Bank details may be stored for customers, suppliers and employees to facilitiate generation of electronic payment files for submission via BACS or online banking services.

If provided the bank sort code should consist of exactly 6 numeric characters. Spaces or other separators are not permitted as they are not valid in BACS submissions.

If provided the bank account number should consist of exactly 8 numeric characters. For accounts with less than 8 characters the number should be left padded with zeros. For accounts with more than 8 characters the number should be left trimmed.

Bank Account Name

Bank details may be stored for customers, suppliers and employees to facilitiate generation of electronic payment files for submission via BACS or online banking services.

If provided the bank account name may not be more than 18 characters to conform to the requirements for BACS submissions.