Example of Creating Payments Made on Behalf of Employee Taxable Benefits for the UK

This example describes how you can create taxable benefits for payments made on behalf of employees, for the UK.

The Payments Made on Behalf of Employee card component for the UK Taxable Benefits card has this shape:

uk taxable benefits paymen on behalf of emp component

Refer to the Guidelines for Loading Taxable Benefits for the United Kingdom topic for the attributes to supply for each record type.

This example creates a Taxable Benefits card with the Payments Made on Behalf of Employee card component for employee assignment E462367.

The CalculationCard.dat file is used to bulk-load Taxable Benefits cards with HCM Data Loader:

METADATA|CalculationCard|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardDefinitionName|EffectiveStartDate|AssignmentNumber
MERGE|CalculationCard|VISION|TB_462367|UK LDG|Taxable Benefits|2020/01/01|E462367

METADATA|CardComponent|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardId(SourceSystemId)|EffectiveStartDate|DirCardCompDefName|Context1
MERGE|CardComponent|VISION|TB_462367_PAY4EMP|UK LDG|TB_462367|2020/01/01|Payments Made on Behalf of Employee|Payment reference

METADATA|ComponentDetail|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardCompId(SourceSystemId)|EffectiveStartDate|DirCardCompDefName|FLEX:Deduction Developer DF|DirInformationCategory|_PROCESS_OR_REPORT(Deduction Developer DF=ORA_HRX_GB_PYMT_BEHALF_EMP_2017)|_PAYMENT_AMOUNT(Deduction Developer DF=ORA_HRX_GB_PYMT_BEHALF_EMP_2017)|_TAX_ON_NOTION_PAYMENT(Deduction Developer DF=ORA_HRX_GB_PYMT_BEHALF_EMP_2017)|_OVERRIDING_DESC_FOR_P11D(Deduction Developer DF=ORA_HRX_GB_PYMT_BEHALF_EMP_2017)|_TAX_PROCESSING_RULE(Deduction Developer DF=ORA_HRX_GB_PYMT_BEHALF_EMP_2017)
MERGE|ComponentDetail|VISION|TB_462367_PAY4EMP_BEHALF_EMP_2017|UK LDG|TB_462367_PAY4EMP|2020/01/01|Payments Made on Behalf of Employee|ORA_HRX_GB_PYMT_BEHALF_EMP_2017|ORA_HRX_GB_PYMT_BEHALF_EMP_2017|PAYROLL|6000|500||ACROSS_TAX_YEAR

METADATA|CardAssociation|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardId(SourceSystemId)|EffectiveStartDate|TaxReportingUnitName
MERGE|CardAssociation|VISION|TB_462367_TRU|UK LDG|TB_462367|2020/01/01|UK TRU

METADATA|CardAssociationDetail|SourceSystemOwner|SourceSystemId|DirCardCompId(SourceSystemId)|DirRepCardId(SourceSystemId)|EffectiveStartDate|AssociationAssignmentNumber
MERGE|CardAssociationDetail|VISION|TB_462367_AD_PAY4EMP|TB_462367_PAY4EMP|TB_462367_TRU|2020/01/01|E462367