Setting Up Extract Types and Extraction Definitions

There are two setup components for the Extract P11D Data process:

• Define P11D Extract Types GBR component (GPGB_P11D_E_TYP).

  The extract type is a key field for the P11D result tables (GPGB_P11RSLT_L, GPGB_P11RSLT_M, and GPGB_P11RSLT_S). These tables store data retrieved from more than one source table. The extract type identifies the type of information stored in a row of data. For example, the GPGB_P11DRSLT_L table stores results relating to both Employee Details and Company Car allocations and the extract type is used to distinguish between these two sets of data. The extract type enables the Extract P11D Data process to select the relevant rows from the result tables. Do not change the delivered extract types unless you need to modify the global payroll process to retrieve additional data.

  See Modifying the P11D Data Extract Tool.

• Define P11D Solution GBR component (GPGB_P11D_SOLUTION).

  The P11D Solution page is where you set up the extract definition for your P11D solution. The extract definition defines:

  • The tables from which data is extracted.

  • The extract type, if applicable.

    If data is extracted from the P11D results table, then an extract type is required to define the rows extracted.

  • How to map the extracted data into the CSV file.

    Each third-party P11D solution has specific format requirements for loading data. Use the P11D Solution page to define the name of the CSV files and the format of data in the CSV files. Refer to the documentation for your third-party P11D solution for details of the formatting requirements.