Load HMRC XML File Process

This process loads the records fetched from HMRC by the HMRC Data Retrieval Process.

The process performs these tasks:

  • Loads the fetched records from HMRC into the interface tables

  • Validates the data against the data in the application within the message type

  • Generates an audit report displaying the validation failures

  • Generates the HCM Data Loader file with validated data

  • Loads the HCM Data Loader file to update the application data

Use the Submit a Process or Report task to run the Load HMRC XML File Process.

Ensure that the Assign HCM Integration Specialist role is enabled for the user and these privileges are assigned:

  • HRC_LOAD_HCM_DATA_PRIV

  • HRC_TRANSFER_HCM_FILE_AND_IMPORT_PRIV

  • HCM_DATALOADER_IMPORT_RWD

  • HCM_DATALOADER_EXPORT_RWD

Process Parameters

Payroll Statutory Unit

The PSU for which you want to run the process. This is a required parameter.

Tax Reporting Unit

Tax reporting unit for which to run the process. Required attribute as the retrieval is done using PAYE reference.

File Type

Type of messages to be retrieved. Required attribute as only messages of same type can be retrieved together. You can select these file types:

  • NINO Verification Reply

  • P6 or P6B

  • P9

  • Student Loan Start Notice

  • Student Loan Stop Notice

  • Postgraduate Loan Start Notice

  • Postgraduate Loan Stop Notice

    Note: You can also load the data received from HMRC to match on previous HMRC Payroll ID, if there is no match on HMRC Payroll ID for these inbound processes. If no match is found, the process tries to match this against previous HMRC Payroll ID and Employer PAYE Reference combination. You can review the Audit report. The HCM Data Loader file is generated for records that are successfully validated.

Content ID

The UCM ID of the file. It is recommended not to enter a value. By default, the process selects the oldest unprocessed file stored on UCM. This ensures that files are uploaded in the sequence in which they were received. Use the Content ID only if you need to force a file reload.

Note: Ensure that you run this process for each file generated by the retrieval process. For example, if the HMRC XML Data retrieval process generated three files, you must run the upload process three times, once for each file.