Steps: Set Up Real Time Information Reporting (UK)
- Review setup considerations for Real Time Information (RTI) reporting.
- Set up the company tax ID.
- Ensure you use a decimal point when submitting your figures. HMRC rejects any other decimal separator, such as a comma.If you normally use commas as a decimal separator, you can temporarily change your locale in Workday before submitting to HMRC. To change your locale, click on your profile picture at the top right, select , and selectEnglish (United Kingdom) - en_GBas yourPreferred Locale.
To help you meet requirements for reporting payroll data and National Insurance contributions, you can enable Workday Payroll for the UK to prepare and submit these items to HMRC:
- RTI Employer Payment Summary (EPS).
- RTI Full Payment Submission (FPS).
Workday can submit RTI data directly through the HMRC RTI online service.
Payroll for the UK doesn't support RTI submissions for international assignments and pensioners payroll.
- Configure the HMRC integration for FPS files.
- Configure the HMRC integration for EPS files.
- Access theView RTI Data Item Configurationreport.ClickMaintain RTI Data Itemto map calculations to RTI data items. Workday only displays theMaintain RTI Data Itembutton for data items that you must map to customer-specific calculations.From theCalculationprompt, select the calculations you want to report under the data item. Available calculations include:
- Deductions.
- Earnings.
- Pay accumulations.
- Pay balances.
- Pay component groups.
- Pay component related calculations.
Security:Set Up: Payroll (RTI) - UKdomain in the UK Payroll functional area. - (Optional) AccessMaintain HR Mapping for UK Payroll.If you have workers within a designated Freeport, enter each of theWorkplace Locations.Workday reports the workplace postcode of any Freeport workers with an NI category of: D, E, F, I, K, L, N, or S as part of your FPS.Security:Set Up: Payroll (RTI) - UKandSet Up: Payroll UKdomains in the UK Payroll functional area.
- (Optional) Add Worker RTI Details (UK).