Guidelines for Adjusting National Insurance Balances for the UK

This balance adjustment example creates a batch header and group for an employee to adjust National Insurance category balances.

The predefined element NI Employee Adjustment is available for adjusting balances where required.

You can review the element’s input values and the balances it feeds in the Elements task. There are several input values for this element and each feed one or more balances. You need to create a balance adjustment line for each required input value. If you need to adjust the individual category balances because an incorrect NI category has been processed for the employee, a separate set of adjustment lines must be supplied for each category. The context in these cases will be the NI category, which you need to provide.

The following input values are required for the NI Employee Adjustment element:

• Category
• Pension
• Statutory Deduction Card Id
• NIable LEL
• NIable LEL Calculation
• NIable PT
• NIable UAP
• NIable UEL
• NIable AUEL
• NIable
• NIable for Off Payroll Worker
• Pay Value
• NI Employee UEL
• NI Employee AUEL
• NI Employee
• NI Employee UAP
• NI Employee for Off Payroll Worker
• Director