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Administrator Guide
Last Updated: 2026-03-13
Process HMRC Notifications (UK)

Process HMRC Notifications (UK)

  • Implement and run the
    HMRC Incoming Notifications
     integration.
  • Access the
    Match HMRC Notifications
     task to download tax code notifications from HMRC.
  • Security:
    Process: HMRC Notifications (Run) - UK
     domain in the UK Payroll functional area.
To ensure that you process payroll with the latest worker tax details, regularly retrieve and apply any changes in tax code details from HMRC.
To avoid applying incorrect details to a worker's record, apply notifications in the period that they’re issued, not based on their effective date.
Workday uses the sequence number on the notifications file to identify the most recent updates. Notifications are applied in sequence, applying notifications with the highest sequence number for the effective date. This process ignores:
  • Duplications for any given effective date.
  • Superseded sequence numbers for any subsequent process runs.
If you manually enter a notification, Workday defaults the sequence number to zero. The next time you fetch any Incoming Notifications, HMRC's notifications will have a higher sequence number which supersedes your manual entries.
It's best practice, when possible, to delete any notifications you don't want to apply.
  1. Access the
    Apply HMRC Notifications
     task.
  2. To display HMRC notifications, enter your criteria and click
    Search
    .
    If you match and download RTI notifications, there might be generic information for the
    UK Employer Reference
    . Run the
    View UK RTI Generic Notifications
     report to display the messages. Example: Late filing, or late payment notices.
  3. (Optional) To download a copy of the data retrieved from HMRC, right-click
    Export HMRC Notifications
    , and select
    Export to Excel
    .
    To dismiss the warning message, click
    Discard
    . Workday downloads the
    Export_HMRC_Notifications_Pre_Apply
     Excel file.
    If you click
    Export to Excel
    , you can generate an Excel file. However, when you click
    Return To Apply HMRC Notifications
     after the file downloads, Workday clears your search criteria.
  4. As you complete the
    Matched Notifications
     and
    Partially Matched (* does not match)
     sections, consider:
    Option
    Description
    Matching Worker
    Suggested Matching Worker
    To propose a matching worker, Workday compares their:
    • UK Payroll ID to the
      Works Number
      .
    • Worker ID to the
      NINO
      .
    You can:
    • Apply the notification to a different worker. Select the check box at the start of the row and, in
      Matching Worker
       or
      Suggested Matching Worker
      , select the new worker.
    • Remove the matching worker to save the notification as outstanding for future review. Select the check box at the start of the row and select the
      Delete
       check box.
    Current Tax Details
    You can compare this data with the
    Incoming Notification Details
     data to identify any anomalies.
    View Notifications
    Right-click the magnifying glass icon to display HMRC payee information for the worker in a new tab.
    When there's more than 1 of the same notification type for a worker, with the same
    Effective Date
    , Workday applies the notification with the latest
    Issue Date
     to their records.
    Before you apply any partially matched notifications to a worker's record, Workday recommends you contact the HMRC Employer’s Helpline with any queries about the data.
    If you don't select any check boxes in the left column, in both the
    Matched Notifications
     and
    Partially Matched (* does not match)
     sections, Workday applies all the notifications to the workers' records. When you select one or more of the check boxes for the rows, Workday only applies the selected notifications.
  5. As you complete the
    Notifications Not Matched/In Error
     section, consider:
    Option
    Description
    View Notifications
    Right-click the magnifying glass icon to display HMRC payee information for the worker in a new tab.
    Exception
    Click the number to display the reason why the notification is in this section.
    Workday recommends you delete any notifications with an exception reason of
    Notification not applied as it is superseded by a new notification
    .
    Workday displays any record with an exception associated with it, or if the record doesn’t match an active worker. Workday recommends that you don't apply any notifications from this section until you've investigated each to determine the exception reason.
  6. When you click
    OK
    , Workday displays a report listing the selected
    Notifications To Be Applied
     and any
    Notifications To Be Deleted
    .
  7. (Optional) Right-click
    Export Changes To be Applied
    , and select
    Export to Excel
    .
    Workday downloads the
    Export_HMRC_Notifications_To_Apply
     Excel file. You can compare the file with the
    Export_HMRC_Notifications_Pre_Apply
     Excel file for audit purposes.
    If you click
    Export Changes To be Applied
    , you can generate an Excel file. However, when you click
    Return To Apply HMRC Notifications
     after the file downloads, Workday clears your search criteria.
  8. Review the proposed changes and click
    OK
     to apply the notifications to workers' tax details.
    Workday displays the number of changes
    Applied
     and
    Rejected
    . Click the number to display more details of the affected worker records.
You can see the latest tax details for a worker in the
Worker UK Tax Details
 report.
To prevent the possibility of overwriting the latest information, Workday recommends that you delete any older, unapplied notifications after you apply the latest details from HMRC.