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Administrator Guide
Last Updated: 2024-09-20
Set Up Employer Reference Tax Details (UK)

Set Up Employer Reference Tax Details (UK)

Security:
Set Up: Payroll UK
 domain in the UK Payroll functional area.
Configure the HM Revenue and Customs (HMRC) and Real Time Information (RTI) settings for your company to enable RTI submission of tax data.
  1. Access the
    Create UK Employer Reference
     task.
  2. For the
    Include Values from Related Companies Start Date
    , enter the start of the tax year in which you report aggregated payroll details under 1 Employer Reference for related companies.
  3. Access the
    Edit UK Employer Reference Details
     task.
  4. As you complete the task, consider:
    Option Description
    Related Companies
    To be able to transfer workers under the same UK Employer Reference, select all the related companies.
    Enable RTI FPS Special Characters
    Select to enable the inclusion of special characters in any integrations that include employee forenames, middle names, surnames, and addresses.
    You can identify workers with special characters in their names and addresses in the
    View FPS Exceptions Report
     and the
    View Advanced FPS Exceptions Report
    .
    To manually verify the mappings between accepted and special characters, use the
    View UK RTI Special Character Mapping
     report.
    Date Scheme Ceased
    The date that the company is ceasing operation, paying employees for the last time, and making its final submission.
    HMRC Company Car Payroll Benefit Effective Date
    When you've an agreement with HMRC to submit company car benefits through payroll, enter the start date.
    Exclude Incoming Messages from HMRC
    Consider excluding incoming messages only if polling HMRC might fail because of records that don't exist on the HMRC system.
    HMRC P6P6B Index
    HMRC P9 Index
    HMRC SL1 Index
    HMRC SL2 Index
    HMRC PGL1 Index
    HMRC PGL2 Index
    HMRC RTI Index
    To control which incoming notification messages Workday retrieves when the incoming tax integrations launch, use these index numbers. These controls prevent you from duplicating notifications retrieved and applied within your previous payroll system.
    Email Destination Configuration
    Select 1 or more email addresses to send pensions auto-enrolment notifications to. When you select more than 1 address, Workday sends an email notification to each address, using this order of precedence:
    • The worker's primary work email.
    • The worker's primary home email.
    • The
      Administration Email Address
      .
    When you edit these fields in the
    Edit UK Employer Reference Details
     task, Workday makes them view-only in the
    Edit Company Tax Details
     task:
    • HMRC Office Number
    • Employer PAYE Reference
    • Employer Accounts Office Reference
Configure your pay calculations to look across all related companies. Workday-delivered pay balances consider pay results for all related companies under the same Employer Reference.
Example: To prevent Workday from grouping pay balances or accumulations by company, remove the Company filter worktag from your calculations. To split the calculations by Employer Reference, apply the Payroll ID filter worktag to the calculations.