Changing NI Status for an Employee Turned Company Director 

If any of your employees become a company director, their National Insurance status changes, and they need a new National Insurance (infotype 0069) record, valid from the exact date that their status changed. This ensures that their new contributions are calculated from the correct date.

Procedure

  1. Choose Human resources ® Personnel management ® Administration, then Maintain master data.

    2. The Maintain HR Master Data screen appears

  2. In the Personnel number field, enter the employee’s personnel number.

    3. Use the matchcode function to find a number you do not know.

  3. Access the National Insurance (infotype 0069) record by entering the infotype name or number in the Infotype field.
  4. Choose Copy.

    5. The Copy National Ins. GB screen appears.

  5. Change the date in the From field to the date on which the employee’s National Insurance status changed.
  6. In the Additional flags group box, set the Company director indicator.
  1. Save your entries.

Result

The employee’s National Insurance contributions are deducted on an annual or pro-rated basis from now on.