September 5th 2024, Release Note: WFM UK: | UK Payroll & Pension: Payroll Module New User Interface

Summary

Release date: September 5th 2024

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

What's Changing?

Redesign of the Payroll module's user interface on the following pages:

• P6/P9 Administration (HMRC Data Exchange)
  • Search by Tax Year (Formerly Search by Payrun)
  • Search by Dates
• Student Loan SL1/SL2 and Postgraduate Loan PGL1/PGL2 Administration (HMRC Data Exchange)
  • Search by Tax Year (Formerly Search by Payrun)
  • Search by Dates

Reason for the Change

To give the product a more modern look and feel, and to improve the overall user experience.

Customers Affected

All customers using the Payroll module.

Release Note Info/Steps

Please note: There may be other minor changes to the Payroll module that are not detailed in this document.

P6/P9 Administration (HMRC Data Exchange)

Search By Tax Year (Formerly Search by Payrun)

• To access the P6/P9 Administration page, go to Payroll > HMRC Data Exchange > P6/P9 Administration > Search by Tax Year

Please note: This is the default landing page when entering the P6/P9 Administration page.

The classic UI page is shown in Fig.1.

Fig.1 - P6/P9 Administration Search by Tax Year - Classic UI

The new updated page is shown in Fig.2.

Fig.2 - P6/P9 Administration Search by Tax Year - New UI

Search By Dates

• To access the P6/P9 Administration page, go to Payroll > HMRC Data Exchange > P6/P9 Administration > Search by Dates

The classic UI page is shown in Fig.3.

Fig.3 - P6/P9 Administration Search by Dates - Classic UI

The new updated page is shown in Fig.4.

Fig.4 - P6/P9 Administration Search by Dates - New UI

Student Loan SL1/SL2 and Postgraduate Loan PGL1/PGL2 Administration (HMRC Data Exchange)

Search By Tax Year (Formerly Search by Payrun)

• To access the Student Loan SL1/SL2 and Postgraduate Loan PGL1/PGL2 Administration page, go to Payroll > HMRC Data Exchange > Student Loan SL1/SL2 and Postgraduate Loan PGL1/PGL2 Administration > Search by Tax Year

The classic UI page is shown in Fig.5.

Fig.5 - Student Loan SL1/SL2 and Postgraduate Loan PGL1/PGL2 Administration Search by Tax Year - Classic UI

The new updated page is shown in Fig.6.

Fig.6 - Student Loan SL1/SL2 and Postgraduate Loan PGL1/PGL2 Administration Search by Tax Year - New UI

Search By Dates

• To access the Student Loan SL1/SL2 and Postgraduate Loan PGL1/PGL2 Administration page, go to Payroll > HMRC Data Exchange > Student Loan SL1/SL2 and Postgraduate Loan PGL1/PGL2 Administration > Search by Dates

The classic UI page is shown in Fig.7.

Fig.7 - Student Loan SL1/SL2 and Postgraduate Loan PGL1/PGL2 Administration Search by Dates - Classic UI

The new updated page is shown in Fig.8.

Fig.8 - Student Loan SL1/SL2 and Postgraduate Loan PGL1/PGL2 Administration Search by Dates - New UI