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Last Updated: 2026-03-13
Setup Considerations: Real Time Information (UK)

Setup Considerations: Real Time Information (UK)

You can use this topic to help make decisions when planning your configuration and use of Real Time Information (RTI). It explains:
  • Why to set it up.
  • How it fits into the rest of Workday.
  • Downstream impacts and cross-product interactions.
  • Security requirements and business process configurations.
  • Questions and limitations to consider before implementation.
Refer to detailed task instructions for full configuration details.

What It Is

You can enable Workday Payroll for the UK to submit or retrieve information directly through the HMRC RTI online service. Workday supports these processes:
  • Earlier Year Update (EYU).
  • RTI Full Payment Submission (FPS).
  • RTI Employer Payment Summary (EPS).
  • HMRC Notifications.

Business Benefits

Workday helps you to:
  • Meet requirements for reporting worker pay and statutory contributions.
  • Maintain payroll data in a single location to validate payments to HMRC and increase efficiency.
  • Verify your data by using validations and reports.
  • Quickly process payroll cycles and streamline submissions using a configurable business process.

Use Cases

Each time you pay workers, send their details in an RTI FPS to HMRC.
Using Workday for EPS and EYU submissions can remove the need to use the HMRC Basic PAYE Tools.

Questions to Consider

Questions
Considerations
Which earnings or deductions do you need to report to HMRC?
To ensure accurate reporting, identify the earnings and deductions to map to specific RTI data items.
How do you identify changes to a worker's employment status in your reports to HMRC?
A payroll ID uniquely identifies an employee for a specific employment, or period of employment, for a specific employer. HMRC requires you to use a payroll ID when reporting RTI information.
You can assign a new payroll ID when a worker is:
  • Hired or rehired by a UK employer.
  • Transferred and starts working for a UK employer.
  • Migrated from a legacy payroll system.
Do you include company cars as benefits in payroll?
If you have an agreement with HMRC, you can send workers' car information as part of your FPS.
What non-standard reporting needs do you have for individual workers?
For individual workers, Workday enables you to report:
  • Irregular payment patterns. Example: Workers who aren't paid every pay period.
  • Reasons for late PAYE reporting.
  • Corrections to their contract end date.

Recommendations

When you complete the final period payroll for a tax year, process items in this order to avoid data conflicts:
  • View and correct RTI FPS exceptions.
  • Send FPS data to HMRC.
  • Send EPS data to HMRC.
  • If you need to correct workers previous tax year RTI data:
    • Run an EYU (2018-2019 and 2019-2020 tax years only).
    • Submit using EPS and FPS (2020-2021 tax year onwards).

Requirements

  • Configure statutory tax and National Insurance calculations in Workday.
  • Assign a payroll ID to each worker. The ID identifies a worker for a specific employment, or period of employment, with a specific employer.
  • Use Workday to calculate payroll results.

Limitations

Workday supports EYU for the 2018-2019 and 2019-2020 tax years only.
These reports display a maximum of 1000 rows:
  • View UK RTI EPS Data
  • View UK RTI FPS Data
  • View UK RTI FPS Exceptions
Workday recommends using the newer
View Advanced UK RTI FPS Data
 and
View Advanced UK RTI FPS Exceptions
 reports instead of the
View UK RTI FPS Data
 and
View UK RTI FPS Exceptions
 reports.
If you use the
View UK RTI FPS Exceptions
 report, and have more than 1,000 records, enter a
Page Number
 to select the workers to include. Workday allocates 1,000 workers to a page in ascending Payroll ID order.

Tenant Setup

No impact.

Security

Configure these domains.
Domains
Considerations
Integration Build
 and
Integration Configure
 in the Integration functional area.
Enables you to set up integrations to send EPS and FPS files from Workday to HMRC using the RTI online service.
Process: HMRC Notifications - UK
 and
Process: HMRC Notifications (Run) - UK
 in the UK Payroll functional area.
Enables you to retrieve and apply changes to workers' tax code details from HMRC.
Process: RTI - UK
 in the UK Payroll functional area.
Enables you to generate RTI submissions for HMRC.
Process: RTI (Reports) - UK
 in the UK Payroll functional area.
Enables you to report on RTI submissions. Example: View errors or warnings on the payroll results for an FPS.
Process: RTI (Run) - UK
 in the UK Payroll functional area.
Enables you to process RTI data.
Set Up: Payroll (RTI) - UK
 in the UK Payroll functional area.
Enables you to generate your RTI FPS data for HMRC.
Set Up: Payroll UK
 in the UK Payroll functional area.
Enables you to set up and view payroll-specific data that isn't based on Pay Group or Company. Example: Add Employer Reference details.
Worker Data: Payroll (Company Specific) - UK
 in the UK Payroll functional area.
Enables you to maintain company specific data for correct processing of workers' RTI details. Example: Submit the last FPS for a deceased worker.
Worker Data: Payroll (Company Vehicle) - UK
 in the UK Payroll functional area.
Enables users to record company car data for workers.

Business Processes

Configure the
RTI EPS Submission Event
 business process and security policy in the UK Payroll functional area. This business process enables you to submit your EPS data to HMRC.
Configure the
RTI FPS Submission Event
 business process and security policy in the UK Payroll functional area. This business process enables you to submit your FPS data to HMRC.
Configure the
Change Contact Information
 business process to tell workers that Workday notifies HMRC whenever they change address.

Reporting

Reports
Considerations
View Advanced UK RTI FPS Data
 and
View UK RTI FPS Data
Use these reports to display FPS values generated for selected payroll results and preview your submission details.
Example: To verify additional payments to deceased workers.
View Advanced UK RTI FPS Exceptions
 and
View UK RTI FPS Exceptions
Use these reports to display errors or warnings on final pay period payroll results.
The
View UK RTI FPS Exceptions
 report displays a maximum of 1000 rows.
View RTI Data Item Configuration
Use this report to map these calculation types against RTI report data items:
  • Earnings.
  • Deductions.
  • Pay accumulations.
  • Pay balances.
  • Pay component groups.
  • Pay component related calculations.
View UK Apprenticeship Levy
Use this report, when reconciling your payments to HMRC, to verify your monthly and annual apprenticeship levy amounts.
View UK FPS Amounts Reported To HMRC
Use this report to help reconcile your payments against your PAYE account.
View UK RTI EPS Data
Use this report to verify the calculated data in your EPS submission.
View UK RTI FPS Data with Contract End Date
Use this report to display workers with a contract end date that Workday reports in your next RTI FPS. Workday displays the date when a worker was:
  • Terminated.
  • Transferred between UK Employer References.
  • Transferred internationally.
View UK RTI FPS Worker Company Car Data
When you have an agreement with HMRC to include company cars as benefits in payroll, use this report to verify worker's car and cost details.
View UK RTI Generic Notifications
Use this report to view generic notifications from HMRC, such as details about late payment or non-filing of payments.
View UK RTI Submission Responses
Use this report to verify:
  • HMRC responses to submission details.
  • Success and error receipts generated by HMRC.
  • The number of any errors or rejections.
View Worker UK RTI EYU Details
Use this report to review a worker's previous tax year RTI data.
Worker UK Tax Details
Use this report to review a worker's new tax code after you run a tax code uplift and incorporate tax code changes from HMRC.

Integrations

Integration
Considerations
HMRC Incoming Notifications
Use this web service to retrieve:
  • Postgraduate loan notices.
  • Student loan notices.
  • Tax code notices for workers.
HMRC Real Time Information
Use this web service to send an FPS file to the HMRC RTI site.
HMRC Real Time Information- Employer Payment Summary
Use this web service to send an EPS file to the HMRC RTI site.
HMRC Real Time Information Earlier Year Update
Use this web service to send EYU submissions to the HMRC RTI site. (2018-2019 and 2019-2020 tax years only.)

Connections and Touchpoints

Features
Considerations
Companies
Workday uses data from your company tax details in RTI reports. Examples:
  • Employer Accounts Office Reference Number.
  • Employer PAYE Reference.
  • HMRC Office Number.
Pay components
Workday declares data from pay components, both deductions and earnings, in RTI reports.
Payroll ID
When moving to Workday from a legacy payroll, identify and load the worker's legacy payroll ID when you record the worker's details. After Workday generates their new Workday payroll ID, you can't go back and load the legacy ID. Without the legacy ID, HMRC might not be able to match the worker's details under the legacy ID with their new Workday payroll ID.
Workday uses the payroll ID as a unique identifier to track worker compensation from hire to termination. To ensure continuity in RTI reporting, ensure that a worker's payroll ID doesn't change regardless of job changes or transfers within a UK employer reference.
Terminations
To ensure accurate RTI reporting for terminated workers, follow Workday recommendations for entering a worker's:
  • Last day of work.
  • Pay through date.
  • Termination date.
Workers
Workday declares personal worker data in RTI reports. Examples:
  • Address.
  • Current gender.
  • Date of birth.
  • Forename and surname.
  • National insurance number.
  • Title.
Workday offers a Touchpoints Kit with resources to help you understand configuration relationships in your tenant. Learn more about the Workday Touchpoints Kit on Workday Community.