End of Year P60 Process
At the end of each tax year, you can generate the P60 statements that every employer must provide to their employees. Use the Run End of Year P60 Report flow to produce P60 statements.
These are the support output types:
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Oracle Online eP60
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Oracle P60 Plain Paper Substitute
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P60 Substitute Self Seal LE(P)
These are the options available in the P60 process:
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P60 Generation
Run at the end of each year to generate P60 reports. Use the flow Run End of Year P60 Report.
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P60 Selective Print
Run this process to reprint previously produced P60s. This includes both the reprinting of original P60s, where there has been no subsequent replacements produced, and the reprinting of P60s that have had subsequent replacement P60s already produced. This process produces plain paper output only. For employees whose P60 is a replacement, the text Replacement Copy is printed on the P60. For employees whose P60 is not a replacement, the text Copy is printed on the P60.
Use the flow Run End of Year P60 Selective Print.
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P60 Direct-End-of-Year Access
You can provide links to your employees to directly access the P60 through Document Records. To do this, you can use this link:
https://<env_url>/fndSetup/faces/deeplink?objType=DOCUMENT_RECORDS
The employee can login using the provided link and view their P60. To view or download the document, click Attachments.
Note: The P11D is only available in this view from April 2019.
Process Parameters
This table lists the report parameters to be used to run the P60 process:
Parameters |
Description |
---|---|
Payroll Flow |
A unique identifier for this payroll flow submission |
Date in Tax Year |
Any date in the tax year |
Payroll Statutory Unit |
PSU to run this process |
Tax Reporting Unit |
TRU within the selected PSU, for which to run the process. |
Replacement |
To specify whether you want to generate an original P60 or a replacement of a previously generated P60. This process produces the Plain Paper output and Document Records output only. |
Paper P60 for Leavers After Tax Year End |
Overrides the delivery preference of online and produce paper P60 for employees who have left after the P60 tax year. Use this for employees who don't have access to online documents after termination. |
Employee Set |
To conditionally print for a set of employees |
P60 Template |
The P60 template to be used. For printed P60's, you can specify the stationary to be used. If no template is selected, the P60 Plain Paper Substitute is used by default. |
Process Configuration Group |
Rules for processing, such as logging and number of threads. |
Viewing Report Results
Once the process runs successfully, you can view the report results. To view the report: :
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Select the Go to Task option on the End of Year P60 Report task.
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Select View P60 Output Verification.
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Click View Report
- Open the generated PDF file to review the P60s. You can print them with the appropriate stationary or plain paper, depending upon your output choices.
To view the eP60, go to Person Management -> Manage Document Records.