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Administrator Guide
Last Updated: 2026-03-13
Steps: Create P45s for Terminated Workers (UK)

Steps: Create P45s for Terminated Workers (UK)

  • Complete payroll for the period.
  • If printing a worker's name and address separately to accompany their P45 form, complete the
    UK Form Address Header Layout
     task.
  • Security domains in the UK Payroll functional area:
    • Process: P45 (Run) - UK
    • Process: P45 (Reports) - UK
    • (Optional)
      Self-Service: Payroll (My Tax Documents) - UK
You can create P45s to provide terminated workers with their tax codes and taxable earnings.
Before generating P45s for terminated, or retro-terminated, workers, run any retro events and:
  • Complete any retro results in an on-cycle or off-cycle payroll calculation.
  • Complete the payroll run.
  1. Access the
    Create P45
     task.
    Create P45 data for terminated workers.
    To include any retro terminated workers, enter the prior period that includes the earliest retro termination as the
    Leavers On and After
     date.
    To display details of a worker's final payment, on the
    Create P45 Criteria
     tab, click the link in the
    Payroll Result
     column.
  2. Access the
    View P45
     report.
    Verify that the report displays all terminated workers and their P45 data.
  3. (Optional) Access the
    Cancel P45
     task.
    You can cancel P45 production for 1 or more workers.
  4. Access the
    Create P45 Forms
     task.
    Generate PDF P45 forms for selected workers.
    If you select one or more
    Workers
    , and select the
    Exclude Workers
     check box, Workday creates a P45 form for all workers in the
    Pay Group
     except those you selected.
    To schedule when the P45 will be available for workers to see from their
    My Tax Documents
     task, when they use self-service, set an
    Availability Date
    .
    To enable workers to have access to their P45 form after their termination, grant them access to the
    Self-Service: Payroll (My Tax Documents) - UK
     domain using either their active
    Employee As Self
    , or an appropriate
    Terminee As Self
    , security profile.
    To generate a postal address header sheet with the P45 form, select the
    Produce with Worker Address Header Page
     check box. By default, Workday uses Home (Primary) as the main address for workers.
  • After you run the
    Create P45 Forms
     task, the worker's
    Tax Documents
     tab displays a
    P45 Leaver Issue Date
    . In addition, the
    View P45
     report displays a terminated, or retro-terminated, worker's P45 details.
  • Workday displays a link to the completed PDF for you to print and send to the terminated worker.
  • Workday displays when a P45 is available to view or print as a PDF on the Tax Documents tab of a worker's Pay profile group. The P45 is available to the Pay Administrator as soon as the
    Create P45 Forms
     task completes. The P45 is only available to the worker from the
    Availability Date
    ; if no
    Availability Date
     exists the worker can't see or print their P45.
  • Workday indicates on the P45 if a terminated worker has ongoing student loan deductions.
  • Workday sorts the PDF copies of multiple P45 forms in alphabetical order by surname.