You can run this process anytime during the year to update employee NI categories. No
updates are made for future dated changes to employee records.
This process enables you to update employees
approaching:
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Select Submit a Flow.
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Set the scope by selecting the appropriate legislative data group (LDG).
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Select the flow pattern NI Category Update Archive
Process.
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Enter the parameters with the required values.
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Submit the process. There are two tasks for this process:
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Run NI Category Update Archive.
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Errors and Warnings Report
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Click Errors and Warnings Report and download the ErrorsAndWarningsReport.txt
file from the Output and Log files region.
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Check the report and examine it for errors.
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Click on the Run NI Category Update Archive link to navigate to the NI Category
Update Archive Report.txt file in the Output and Log files region. The report
contains the previous and updated values for the employee records.
The NI Category Update Archive Report.txt report is a comma-separated file.
You can also view it in a spreadsheet application.
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Review the output for the updates made.
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View the updated data by verifying the PAYE component in the calculation card
for a specific person.
Note: Updates are only made if the process is submitted with a ‘Live’
Submission Type.
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You may find that there is no data in the report, even though there were
records created and visible in process results. For performance reasons, the
process operates in two phases. The first phase determines a set of employees
who may be eligible for a NI category update. The second phase determines from
this list exactly which records need updating. Because the State Pension age is
now a variable based on Sex and Date of Birth, this is a more efficient
solution. Therefore, if no records appear in the final report, it simply means
that no records need updating as at the effective date.