January 18th 2024, Release Note: WFM UK | Payroll: Employee P11 Export

Summary

Release date: January 18th 2024

Employee P11 Export

• Enabled by default? - Yes
• Set up by customer admin? - No
• Enable via support ticket? - No
• Affects configuration or data? - No

What's Changing?

A new export is available in the Payroll module for seeing P11 data, with a 'Totals' row for each employee.

Reason for the Change

An export already exists for employee P11 data but without the totals. An export with totals has been released to help with total P11 reconciliation and visibility. 

Customers Affected

All customers using the Payroll module.

Release Note Info/Steps

To run the export, in the Payroll module go to:

• Reports > Exports > Employee P11 Export
• Select the required criteria and then Run Export

Pay Basis can be left blank or unselected, meaning the export will run for every pay basis under the selected company.

Company and Tax Year must be selected to be able to run the export.

Fig.1 - Running the Employee P11 Export

The export will then run and be downloaded as a CSV file. The examples below show the export being viewed in Microsoft Excel.

The export will contain the P11 information for each employee and pay period where they were paid for the selected Company and Pay Basis.

In the example shown below in Fig.2, there is an almost blank row. This row is the 'Total' row and can be seen by scrolling right to column R and onwards where the totals for each P11 element are presented.

Fig.2 - Employee P11 Export (unfiltered) - 'Total' row

• To display the totals for each employee in the export, scroll right all the way to column BR and apply a filter for Total

Fig.3 - Employee P11 Export (filtered)