Setting Up the P11D Processing Structure

Before you run the P11D global payroll process, set up a processing structure to process results for the tax year for your pay groups. Here are the elements required and a description of the delivered elements:

• Period for the tax year.

  Global Payroll for the UK delivers a set of periods that correspond to tax years:

  • GBRTAX0304 (UK tax year April 6, 2003 to April 5, 2004).

  • GBRTAX0405 (UK tax year April 6, 2004 to April 5, 2005).

  • GBRTAX0506 (UK tax year April 6, 2005 to April 5, 2006).

  • GBRTAX0607 (UK tax year April 6, 2006 to April 5, 2007).

  • GBRTAX0708 (UK tax year April 6, 2007 to April 5, 2008).

  • GBRTAX0809 (UK tax year April 6, 2008 to April 5, 2009).

  • GBRTAX0910 (UK tax year April 6, 2009 to April 5, 2010).

  These periods are provided as sample data only. You can use the delivered periods or create your own. However, each period must be defined for the whole tax year.

• A P11D Run Type

  A P11D run type is delivered specifically for P11D data extract processing that is linked to the GBR PR P11D process list.

• Calendars

  Define a P11D calendar for your pay groups that is linked to a tax year period and the P11D run type.

• Calendar groups

  Note:

  The calendar group for P11D processing is defined when the Off Cycle check box is deselected. The P11D process is not an off-cycle process.

• Sections

  A P11D section is delivered for each type of extract:

  • P11D SE EE DETS extracts employee details.

  • P11D SE LOANS extracts loan information.

  • P11D SE LOAN BAL extracts loan balance.

  • P11D SE CAR ALLOC extracts company car data.

• Process List

  The delivered process list GBR PR P11D includes all the P11D sections listed above.

PeopleSoft delivers elements for P11D processing as sample data. You can use the delivered structure, or create your own.