1. Administering Payroll for the United Kingdom
  2. NI Category Update Archive Process

NI Category Update Archive Process

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:
  • 21st birthday on NI category M, updating to NI Category A
  • 21st birthday on NI category Z, updating to NI Category J
  • 25th Birthday on NI category H, updating to NI Category A
  • State Pension Age, on any category other than X, updating to NI Category C.
    Note: This also updates the certificate to Age to be Verified.
  1. Select Submit a Flow.
  2. Set the scope by selecting the appropriate legislative data group (LDG).
  3. Select the flow pattern NI Category Update Archive Process.
  4. Enter the parameters with the required values.
  5. Submit the process. There are two tasks for this process:
    1. Run NI Category Update Archive.
    2. Errors and Warnings Report
  6. Click Errors and Warnings Report and download the ErrorsAndWarningsReport.txt file from the Output and Log files region.
  7. Check the report and examine it for errors.
  8. 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.
  9. Review the output for the updates made.
  10. 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.
  11. 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.