1. HR and Payroll Localizations Questions and Answers
  2. Can I exclude an assignment record from apprenticeship levy for the UK?

Can I exclude an assignment record from apprenticeship levy for the UK?

Yes, you can do this by using a fast formula.

Typically, you'd write a fast formula to identify which employees in the TRU you want to exclude from the levy calculation. You need to ensure that the formula must:
  • Have EXCLUDE_FROM_APPRENTICESHIP_LEVY_USER_DEFINED
  • Have formula type: Payroll Access to HR
  • Accept 1 input that must be of type Number: ASG_ID
  • Set the ASG_ID value as the HR_ASSIGNMENT_ID context
  • Return a variable EX_FLAG of value Y to exclude the record
    Important:
    The exclusion checkbox at the TRU level and your fast formula results operate at the PAYE component level. In this case, to exclude a PAYE component from the apprenticeship levy calculation using fast formula, ensure that your fast formula returns EX_FLAG of value Y for every assignment associated with that PAYE component. Otherwise, the PAYE component will remain included in the calculation.