Employer notifies a change in circumstances for Parental Leave Pay (PPL) 007-05040010

Employers can provide evidence of an employee's change in circumstances for PPL either:

• Verbally (on the phone)
• Written (post, email or fax)
• Online if they are registered for:
• Centrelink Business Online Services (CBOS), or
• Business Hub (Bhub)

If the change in circumstances was notified:

• Verbally or written, go to Step 2
• By a started activity created by online REA activity (Bhub or CBOS):
• return to work activity or working on an day, go to Step 6
• termination/resignation notification, go to Step 9
• By staff allocated a due DOC for a future change of circumstances, go to Step 5
• By staff allocated a due activity or DOC requesting evidence, see Table 2, Step 1

If an ABN has changed due to:

• an internal change in the business and the employee is still employed under the same position, conditions and employer, the ABN is still required to register and administer to deliver PPL
• the sale of the business, attempt to contact the new owners. If they do not wish to administer PPL to non-mandatory staff or the contact is unsuccessful then normal revoke process applies, see Delivery of Parental Leave Pay (PPL)

For:

• reported changes to an ABN for PPL purposes, see Role of the employer in Parental Leave Pay (PPL)
• all other change in circumstances for PPL, go to Step 3

Check the employee's claim status from the Benefit Status line.

For New Claim (NCL) status

• Document the progress of claim DOC on employees record with the change in circumstances
• Procedure ends here

Note: do not discuss any information with the employer regarding the change of circumstances.

For all other claim status

• Employer on the phone, go to Step 4
• Written notification, go to Step 6

Confirm the information with the employee before making any updates to the employee's record.

Search for the employer's CRN in the Business Hub Access Management tile in Process Direct, to determine if the employer is registered for:

• PRODA, and
• Paid Parental Leave Services

Is the employer registered for PRODA and Paid Parental Leave Services in Business Hub?

• Yes, advise the employer they are able to nominate the change of circumstances online:
• Log into PRODA
• Access Paid Parental Leave Services in Business Hub
• Select the Providing Parental Leave Pay for existing claimants tile
• Search for the employee and enter the change in circumstance
• To action the verbal or REA notification, go to Step 6
• No, go to Step 5

See Employer registration for Parental Leave Pay (PPL).

• Yes, advise the employer to input the change of circumstances online:
• Log into their CBOS via the Services Australia website, and
• Select the PPL circumstances option. Go to Step 8
• No, go to Step 6

Confirm the current employer details and any notifiable events using the Paid Parental Leave Employer Notified Details (P1ERD) in Customer First and discuss the change with the employer.

Note: a resignation, termination of employment, return to work or working on a PPL day can be advised up to 30 days in advance, but a system limitation will not allow coding of a future date on the employee record. Staff should continue to accept any information (up to 30 days) provided by the employer, and complete any follow up to enable the change.

If the employer:

• Is advising advance information (30 days or more) their employee will resign, be terminated, return to work, or work on a PPL day, in Customer First on employer record:
• Document the employer's record. Use Fast Note, select Auto text > use Families > Updates > PPLEPT - Future CIC
• Hold the DOC until the date the employer notified change of circumstances to occur
• Procedure ends here
• Is advising their employee has resigned or been terminated and the date is in the past or within the next 30 days, go to Step 9
• Is advising their employee has returned to work, or worked on a day they received PPL go to Step 7
• No longer meets requirements to deliver employee instalments, see Table 2, Step 8
• Has advised they need to update the employer bank details, see Step 6 in the PPL funds automatically returned table of Delivery of Paid Parental Leave

If there is a change to the details for the employer in relation to the employee (for example, employer now accepts nomination), go to the P1ERD screen in Customer First to complete the relevant fields with information provided by the employer.

For all other changes to employer records, for example updates to bank account, update through the relevant organisation screens in the employer's record.

This will allow changes to the employer details required for the delivery of Parental Leave Pay to an employee. These changes can be made before and after the start of the PPL period. See Table 2, Step 8.

Where an employer has advised that the PPL employee has returned to work or working on a PPL day, and the child was born or adopted:

• before 1 July 2020, PPL will be cancelled (reason: RTW)
• on or after 1 July 2020 and before 1 July 2023:
• If RTW is within the PPL period, the PPL period will be cancelled or rejected (reason: RTW)
• Flexible days will be available to be claimed
• on or after 1 July 2023, an employee can return to work without losing eligibility but cannot be performing more than one hour of paid work on a PPL day

For PPL claims for children born or adopted before 1 July 2023

Check if the return to work has already been notified and updated, and the return to work date was:

• Before the end of the customer's PPL period, their PPL period will cancel (reason: RTW) from the return to work date. Any connected Flexible PPL days will be returned to the customer's balance of unclaimed Flexible PPL days
• During the customer's connected Flexible PPL days, the day scheduled on the return to work date will be rejected (reason: NWF) and any subsequent Flexible PPL days will be rejected

Flexible PPL days can be accessed before and after the customer has returned to work. However, they must not be performing paid work on the days they want to access Flexible PPL. If the customer returns to work or performs work on a Flexible PPL day, the day will:

• be rejected (reason WOF), and
• returned to their balance of unclaimed days

Note: employers are only required to deliver Flexible PPL days that are connected to the customer's PPL period.

See Claiming and managing Flexible Paid Parental Leave (PPL) days for children born or entering care before 1 July 2023.

For PPL claims for children born or adopted on or after 1 July 2023

Employees are able to return to work without losing eligibility to PPL.

To be paid a PPL day, an employee cannot be performing more than one hour of paid work on this date (they can be receiving paid leave).

If an employer determination is made, the employer will be responsible for the delivery of PPL when the customer nominated:

• an 8 week (40 consecutive weekdays) minimum block of continuous PPL days (Monday to Friday only), and
• the PPL days fall before the child turns one/anniversary of care

The employer determination only applies to the first block of PPL days since birth/entry to care. An employee must not be performing paid work on the days they want to access PPL. PPL days can be accessed before and after performing work on a PPL day.

If the employee performs work on a PPL day that is a weekday (Monday to Friday), the day will:

• be rejected (reason WOD), and
• returned to their available PPL days balance
• the employer determination will end and Services Australia will pay any remaining claimed PPL days
• Note: this does not occur when the employer notifies their employee worked on a weekend day (Saturday or Sunday) only within the employer paid period. The employer paid period is only paid for weekdays (Monday to Friday). See Delivery of Parental Leave Pay (PPL)

To check if the return to work or working on a PPL day change in circumstance (CoC) has already been notified, staff will need to check the following in Customer First:

• Employee notified CoC go to the PPL Employment Dates (P1ED)
• Employer notified CoC, go to the Paid Parental Leave Employer Notified Details (P1ERD)
• Note: to view claimed, withdrawn or rejected PPL days information, see Claiming and managing PPL days for children born or entering care on or after 1 July 2023

If the return to work or working on a PPL day has been recorded for the same date as the employer notified, via

• Written notification:
• In Customer First, upload notification to employer's record
• Document the employer's record. Use Fast Note - select Auto text, use Families > Updates > PPLEPT - Employee - Change in Circs
• Complete the DOC
• Procedure ends here
• Verbal notification:
• In Customer First, document the employer's record. Use Fast Note - select Auto text, use Families > Updates > PPLEPT - Employee - Change in Circs
• Complete the DOC
• Procedure ends here
• Online notification:
• In Customer First, cancel the REA activity on employees record
• Document the employer's record. Use Fast Note - select Auto text, use Families > Updates > PPLEPT - Employee - Change in Circs
• Complete the DOC
• On the employer’s record, for any CoC uploaded evidence, ensure work items for the CoC in Process Direct has a change status and input is completed
• Procedure ends here

If the return to work or working on a PPL has not been recorded for the same date as the employer is notifying, and

• Employer is on the phone, go to Step 8
• Written or online notification is provided, go to Step 9

Obtain the following information from the employer:

• Employee's name
• Date of return to work
• Date of days the employee performed paid work
• Reason for the return to work, or working on a PPL day - i.e. was it for an allowable exception reason

See Parental Leave Pay (PPL) customer, for a child born before 1 July 2023, returns to work.

Employers can advise a customer has returned to work for an allowable reason.

Employers advising a return to work change of circumstance are presented with:

• Return to Work for allowable reason field and asked to select a reason from the dropdown list:
• Does not apply
• Health/Emergency/Other Essential Worker
• Defence Force/Law Enforcement Worker
• Court Ordered Summons

Employers are not presented with all exception reasons in the dropdown list due to maintaining the employee's privacy for sensitive circumstances. See Parental Leave Pay (PPL) customer, for a child born before 1 July 2023, returns to work

This may have been advised via Business Hub, CBOS, verbally or in writing.

If evidence is received from the employer, attach the evidence to the employer's record.

Keeping in touch (Kit days)

For PPL claims for children born or adopted before 1 July 2023, employees can access up to 10 KIT days that allow them to transition back to employment. These days can be accessed:

• before the customer returns to work for the first time following their child's birth or adoption, and
• during the PPL period or any Flexible PPL days

For more information about what qualifies as a KIT day, see Parental Leave Pay (PPL) customer, for a child born before 1 July 2023, returns to work.

Discuss with employer the details surrounding the work performed, including if KIT discussions have occurred between the employer and the employee.

Both the employee and the employer must agree on KIT days and either party can refuse to participate. KIT days allow employees to perform a day of regular duties, up to ten (10 days) for transitioning back to employment.

This can include:

• performing regular duties
• training
• refreshing their skills, or
• to become familiar with the workplace or role

It does not include performing regular duties for other purposes, such as filling in for an absent staff member or to earn additional income.

Note: in the instance where an employee suggests to perform a KIT day, it should not be performed within 14 days after the day the child was born. If the employer requests the employee perform a KIT day, this must not be within 42 days after the date of birth of the child.

Following discussion of the employee's circumstances, ask the employer to confirm they have incorrectly advised the employee has returned to work or performed work.

Has the employer confirmed they incorrectly advised the employee has returned to work or performed work (for example, KIT and work for permissible purpose occurring)?

• Yes, see Table 2, Step 4
• No, go to Step 9

Make 2 genuine attempts to contact the employee using all contact numbers.

If first attempt to contact the employee regarding the employer notified change in circumstances was successful, go to Step 10.

On the employer record, upload any evidence the employer provided.

On the employee record, if contact was not successful via:

• Verbal notification:
• In Customer First, close the due DOC, if applicable
• Document the record. Use Fast Note - select Auto text, use Families > Updates > PPLEPT - Employer notified CIC
• Place the DOC on hold for 1 day
• Go to Step 12
• Written notification:
• In Customer First, close the due DOC, if applicable
• Document the record. Use Fast Note - select Auto text, use Families > Updates > PPLEPT - Employer notified CIC
• Place the DOC on hold for 1 day
• Go to Step 12
• Online notification:
• In Customer First, HLD the REA activity on employee's record for 1 day
• Document the record. Use Fast Note - select Auto text, use Families > Updates > PPLEPT - Employer notified CIC
• Complete the DOC
• On the employer’s record, for any CoC uploaded evidence, ensure work items for the CoC in Process Direct has a change status and input is completed
• Go to Step 12

Employee is contacted to discuss the advice from the employer and if the change in circumstances has occurred, and they:

Confirmed via

• Verbal or written notification, on the employee record:
• In Customer First close the due DOC
• In Process Direct, action the PPL Change in Circumstances workflow to record the update:
  For resignation/termination of employment, see Table 2, Step 5
  For Return to Work/Return to Work exception, or Working on a PPL day, see Table 2, Step 6
• Online notification - go to Step 11

Disagrees with the advice by the employer, go to Step 12

Employee confirmed the CoC notification provided by the employer online.

In Customer First, on the:

• Employee record
• Review and finalise the started REA activity
• Document the record. Use Fast Note - select Auto text, use Families > Updates > PPLEPT – Employer notified CIC
• Complete the DOC
• Employer record:
• Document the record. Use Fast Note - select Auto text, use Families > Updates > PPLEPT - Employee - Change in Circs
• Complete the DOC

Procedure ends here.

When the DOC or REA activity falls due, make a second genuine attempt to contact the employee using all contact numbers available on the employee's record.

If contact is unsuccessful via:

• Verbal or written notification, on the employee record:
• In Customer First, close the due DOC
• In Process Direct, action the PPL Change in Circumstances workflow to record the update:
  For resignation/termination of employment, see Table 2, Step 5
  For Return to Work/Return to Work exception, or Working on a PPL day, see Table 2, Step 6
• Online notification - on the employee record:
• In Customer First, review and finalise the started REA activity
• Document the record. Use Fast Note - select Auto text, use Families > Updates > PPLEPT - Employer notified CIC
• Complete the DOC
• Procedure ends here
• Online notification - on the employer record:
• In Customer First, document the record. Use Fast Note - select Auto text, use Families > Updates > PPLEPT - Employee - Change in Circs
• Complete the DOC
• Procedure ends here

Contact is successful - discuss if a change in circumstances has occurred. If employee confirms the advice provided by the employer via:

• Verbal or written notification - on the employee record:
• In Customer First close the due DOC
• In Process Direct, action the PPL Change in Circumstances workflow to record the update:
  For resignation/termination of employment, see Table 2, Step 5
  For Return to Work/Return to Work exception, or Working on a PPL day, see Table 2, Step 6
• Online notification - on the employee record:
• In Customer First, review and finalise the started REA activity
• Document the record. Use Fast Note - select Auto text, use Families > Updates > PPLEPT - Employer notified CIC
• Complete the DOC
• Procedure ends here
• Online notification - on the employer record:
• In Customer First, document the record. Use Fast Note - select Auto text, use Families > Updates > PPLEPT - Employee - Change in Circs
• Complete the DOC
• Procedure ends here

Disagrees with the advice by the employer

• Close the due DOC, if applicable
• Go to Step 13

If the employee disagrees with the change in circumstances advice from the employer (including date of return to work or that an exception applies), follow up action is required.

Discuss why the employee does not agree and request the employee to provide evidence within 14 days. Evidence can include but not limited to emails, payslips etc.

On the employee record, if received

• Verbal notification:
• In Customer First, document the record. Use Fast Note - select Auto text, use Families > Updates > PPLEPT – CIC Evidence required
• Place the DOC on hold for 14 days + allow extra time for mail delivery
• Written notification:
• In Customer First, upload the evidence employer provided
• Document the record. Use Fast Note - select Auto text, use Families > Updates > PPLEPT – CIC Evidence required
• Place the DOC on hold for 14 days + allow extra time for mail delivery
• Online notification:
• In Customer First, document the record. Use Fast Note - select Auto text, use Families > Updates > PPLEPT – CIC Evidence required
• Complete the DOC
• Place the REA activity on hold for 14 days + allow extra time for mail delivery

PPLEPT staff will need to contact the employer to discuss and request evidence, go to Step 14.

• The PPLEPT must contact the employer to discuss and request evidence if not provided
• If the employer is unable to be contacted, send a Q999 to request evidence
• In Customer First:
• Document the employer's record. Use Fast Note - select Auto text, use Families > Updates > PPLEPT - CIC Evidence required
• Complete the DOC

Evidence could include:

• For termination or resignation, a letter between the employee and the employer
• For return to work:
• Exchange of emails confirming return to work, or work
• KIT arrangements (for children born or adopted before 1 July 2023)
• Timesheets/attendance record, or
• Payslips

For example, an employer and employee might have an exchange of emails to agree on:

• using a KIT day (for children born or adopted before 1 July 2023)
• what paid work activity will be undertaken
• the timing and duration of the paid work

Note: employers do not need to keep formal records of KIT activities. However, it is best practice to have a record of the agreed arrangements in place before the KIT activity occurs.

For employers registered in Business Hub, the PPLEPT will create a task in Process Direct, this will allow the employer to upload evidence in Business Hub, go to Step 15.

For employers to upload a document in Business Hub, a task must be initiated by the Paid Parental Leave Employer Processing Team (PPLEPT) staff must:

• select the Business Hub Request Documents tile
• search for the organisation. Note: CRN (CRN must be entered as 10 consecutive characters with no spaces, for example, 408XXXXXXA)
• select the organisation
• select Claimants of PPL
• select the relevant employee from the column on the left hand side
• select Tasks
• select Request evidence for employee's return to work or termination
• update the Authority to request: Paid Parental Leave Act 2010
• update the Information to be supplied: 14 days
• update the Required for: Incomplete Application
• select:
• Termination
• Resignation, or
• Return to work
• Working on a PPL day (Monday to Friday)
• Select right arrow
• select Add as no additional details are required
• select Finish

Note: evidence is not required from either the employer or employee when the customer has returned to work for an allowable exception reason. Evidence can only be requested if the Service Officer is not satisfied with the information provided.

After the task is initiated:

• an outstanding task is generated for the employer in Business Hub
• an email notification is sent to the employer advising the organisation can provide the requested documents through the Upload Requested Documents tile in Business Hub
• procedure ends here

If the employee disagreed with the employer's advice they had returned to work or the date of the return to work. Request employee and employer to provide evidence within 14 days, allow extra time for mail delivery.

Employers can provide evidence via:

• Business Hub
• Centrelink Business Online Services (CBOS)
• Post
• Fax
• Mail

Has a due activity or DOC and 14 days passed (including extra time for mail delivery) been allocated?

• Yes:
• if no evidence, go to Step 4
• to view evidence:
  - Centrelink Business Online Services (CBOS) or written, go to Step 2
  - Business Hub, go to Step 3
• No:
• place the due DOC on hold until the allowable time has expired
• procedure ends here

Has the employer registered in CBOS and uploaded evidence?

• Yes, the PPLEPT will:
• search for the evidence in myHSI - Organisation Online Mail inbox
• if provided, on the employer's record in Customer First
  upload the evidence
  annotate the due DOC with the document(s) provided
• No, if the evidence is provided:
• verbally, in Customer First, annotate the due DOC on the employer's record
• written, in Customer First, upload the evidence to the employer's record. Annotate the due DOC with the document(s) provided

Go to Step 4.

To view:

• Enter the Process Direct Inbox
• Type the organisation CRN (CRN must be entered as 10 consecutive characters with no spaces, for example 408XXXXXXA)
• Select:
• Provider Change of Circumstances from the Main Category
• Employment status change from Benefit
• Go
• the Employment Status change work item
• Application to ensure the work item is for the relevant employee
• Documents to view the employer uploaded document
• Status then Change Status and enter Completed for Possible Status and Save
• if provided, upload the evidence to the employer's record
• Annotate the due DOC on the employer's record with the document(s) provided. Go to Step 4

For all situations where the employer has failed to provide evidence, complete the current review based on employee advice. Review the evidence, if it is determined the employee has:

• been terminated or has resigned and the employer has advised in the past or within the next 30 days, go to Step 5
• accessed a KIT day (for PPL claims for children born or adopted before 1 July 2023)

On the Employee record if received:

• Written or verbal notification:
• In Customer First, annotate the due DOC with the decision
• Close the DOC
• Procedure ends here
• Online notification:
• In Customer First, annotate the evidence request DOC with the decision
• Cancel the REA activity on the employee's record
• Procedure ends here

On the Employer record:

• In Customer First, annotate the evidence request DOC with the decision
• Make one genuine attempt to contact the employer to advise they will need to continue delivering PPL payments to their employee
• Procedure ends here

If exception return to work or working on a PPL day was provided via:

• Written or verbal notification, on the employee record:
• In Customer First, close the due DOC
• In Process Direct, action the PPL Change in Circumstances workflow to record the update. Go to Step 6
• Online notification, on the employee record:
• In Customer First, review, applying the exception to the return to work or working on a PPL day on the P1ED screen and finalise the started REA activity
• Annotate the evidence request DOC with the outcome
• Procedure ends here
• Online notification, on the employer record:
• In Customer First, contact the employer to advise they will need to continue delivering PPL to their employee
• Annotate the evidence request DOC with the outcome
• Procedure ends here

Returned to work or working on a PPL day was provided via:

• Written or verbal notification on the employee record in Process Direct:
• Action the PPL Change in Circumstances workflow to record the update for Return to Work or working on a PPL day
• Go to Step 6
• Online notification on the employee record:
• In Customer First review and finalise the started REA activity applying the return to work or working on a PPL day as advised by the employer
• Annotate the evidence request DOC with the outcome
• Procedure ends here
• Online notification on the employer record:
• In Customer First, annotate the evidence request DOC with the outcome
• Procedure ends here

Resignation/termination of employment advised within 30 days in advance.

Process Direct

To add a new resignation/termination of employment date or amend previously recorded details - On the employee record:

• Launch the PPL Change of Circumstances workflow:
• Key START into the Super Key
• Select the PPL Change of Circumstances workflow from the Task Selector
• Select:
• PPL Employment Dates (P1ED) task: to view or update resignation or employment termination
• Parental Leave Pay days (P1FLX) task: to view or update a PPL day:
  
• appropriate tasks if other updates are required
• Select Start
• On the PPL Employment Dates (P1ED) screen, expand the relevant claim via the action field twisty:
• To amend - Where a termination/resignation has been previously recorded and edits are required, select Edit. Correct/update Employment Termination date
• To add - Where new termination/resignation coding is required, select Add. Add/Update the Employment Termination date (customer’s last working day +1). For example, if a customer finished work on 13 January, the ceased employment date is 14 January
• Select Save
• Update Receipt Date and Channel fields, select Save
• Select Next
• On the Parental Leave Pay days (P1FLX) screen:
• expand the relevant claim via the action field twisty
• check any claimed PPL days (not in a block of days) to ensure the customer remained eligible
• to view or update a PPL day:
  - For children born or adopted before 1 July 2023, see Claiming and managing Flexible Paid Parental Leave (PPL) days for children born or entering care before 1 July 2023
  - For children born or adopted on or after 1 July 2023, see Claiming and managing Paid Parental Leave (PPL) days for children born or entering care on or after 1 July 2023
• complete any updates if required and Save
• Select Next to update additional selected tasks if required

To complete change of circumstances transaction, go to Step 7.

Process Direct

To add a new return to work date, working on a PPL day, or amend previously recorded details, including return to work exception - On the employee record:

• Key START into the Super Key
• Select the PPL Change of Circumstances workflow from the Task Selector
• Select:
• PPL Employment Dates (P1ED) task: to view or update return to work, including paid leave, record a return to work exception or employment termination
• Parental Leave Pay days (P1FLX) task: to view or update a PPL day
  
• appropriate tasks if other updates are required
• Select Start
• On the PPL Employment Dates (P1ED) screen, expand the relevant claim via the action field twisty:
• To amend - Where return to work has been previously recorded and edits are required, select Edit. Correct/update Return to Work date
• To add: - Where new return to work coding is required, select Add. Add/Update the Return to Work date
• If the customer has returned to work for an allowable exception reason, select the relevant reason from the Exception Reason field
• Select Save
• Update Receipt Date and Channel fields, select Save
• Select Next
• On the Parental Leave Pay days (P1FLX) screen:
• expand the relevant claim via the action field twisty
• check any claimed PPL days (not in a block of days) to ensure the customer remained eligible
• to view or update a PPL Day (if the customer is on the phone):
  - For children born or adopted before 1 July 2023, see Claiming and managing Flexible Paid Parental Leave (PPL) days for children born or entering care before 1 July 2023
  - For children born or adopted on or after 1 July 2023, see Claiming and managing Paid Parental Leave (PPL) days for children born or entering care on or after 1 July 2023
• complete any updates if required and Save
• Select Next to update additional selected tasks if required

To complete change of circumstances transaction, go to Step 7.

When a transaction is created in Process Direct, the Service Reason may not automatically default to the correct reason. This should be corrected before finalising the transaction.

Process Direct

• Select Assess
• Update Service Reason and Payment System (if required). If the customer receives, or has received other payments in the past, the Service Reason and Payment System may not default to PPL. They must be manually changed to PPL, so the PPL Note generates when finalising the activity. No changes are required to the Activity Type.
• Go to the customer information header and check if the Service Reason and Payment System drop downs have defaulted to PPL
• If they have, no action required
• If they have not, change both to PPL
• Address any errors/warnings on the Errors (SWE) screen
• Use Digital Assistant Roxy in Process Direct to address any warnings or errors that present in the Message Log on the SWE screen
• Refer to additional support resources where errors or warnings present including:
• Network News Update (NNU)
• Operational Blueprint
• mySupport
• Process Direct - Current Issues screen
• If error or warnings cannot be resolved using above resources, Service Officers can raise an incident via Roxy DA. See Reporting ICT issues in Process Direct.
  Note: do not attempt unapproved manual workarounds
• Select Assess again
• Check the results on the Entitlements (ELD) screen are correct, then select Finish
• Record in the Notes 'refer to evidence request DOC for updates'
• Select Finalise
• Make 2 genuine attempts to contact the employee to advise them of the change of circumstances outcome
• If the employee's PPL entitlement has been reassessed and a debt is identified, the debt shell will automatically allocate to the appropriate debt team for investigation

If no evidence is required, in Customer First, document the records:

• Employee record - Use Fast Note - select Auto text, use Families > Updates > PPLEPT - Employer notified CIC. Complete the DOC
• Employer record - Use Fast Note - select Auto text, use Families > Updates > PPLEPT - Employee - Change in Circs. Complete the DOC

If evidence is required, in Customer First:

• on the employee record, annotate and close the evidence request DOC. Include:
• outcome of evidence review
• employee debt created: (input amount and period)
• did employee provide evidence: Y/N
• on the employer record, annotate the evidence request DOC. Include:
• outcome of evidence review
• employer debt created: (input amount and period)
• did employer provide evidence: Y/N

The employee will be issued with a letter advising of the outcome, and to the employer, if required.

Procedure ends here.

If the employer notifies a change in circumstance that no longer requires them to deliver PPL to an employee, for example, the business is or has stopped trading, a transfer of payment responsibility needs to be actioned and the agency will start payments directly to the employee.

Revocation or transfer of the employer role can be updated retrospectively, in cases where PPL has cancelled and it has been determined, the employer has not/cannot deliver PPL funds to an employee. Overpayments of PPL may occur in these circumstances, and apportioning of debts must be investigated.