Create P60 Forms for Workers (UK)
- Process the final pay run of the year.
- If printing a worker's name and address separately to accompany their P60 form, complete theUK Form Address Header Layouttask.
- Security:
- Process: P60 (Reports) - UKdomain in the UK Payroll functional area.
- Process: P60 (Run) - UKdomain in the UK Payroll functional area.
You can create P60s at any time after completing the final pay run of the year. All workers must receive their P60 form, either by paper or electronically, by May 31.
- Access theCreate UK P60task.If you need to run this task again in the same tax year to adjust P60s, you can select individual workers or groups of workers.You can run the whole company again using theRerun Companyoption.
- (Optional) Access theView UK P60report to review the queued P60s for a specific company and groups of workers.Consider restricting your view to groups of workers, otherwise Workday displays all P60s meeting the selection criteria.
- (Optional) Access thePublish UK P60task to define the availability date, if you’re publishing P60s to employee self-service or for access on mobile devices.You can change this date up until the availability date.
- Access theCreate UK P60 Formstask to create PDF versions of P60s.To generate a postal address header sheet with the P60 form, select theProduce with Worker Address Header Pagecheck box. By default, Workday uses Home (Primary) as the main address for workers.