Enables you to produce P11Ds as a PDF for selected employees. The figures used in the P11D are recalculated prior to production of the P11D (unless the FBI P11D has been submitted, or the P11D has been produced and the records finalised).

To access this screen, enter fast path HR555S41.

Note: You can configure the P11D, including indicating which benefits are subject to NIC1A, and format the cover letter to include in the PDF via P11D Report Parameters.

Note: It is recommended that you select groups of 100 employees or less when producing P11Ds as a PDF to ensure the resultant PDF file is manageable for networks and printers.

Print Details

Tax Year

Enter the P11D year for which you want to produce the P11D Reports.

Current Year?

Select this check box to use the current year’s mileage figures in the P11D Reports, that is, before the mileage year-end has been run.

Finalise Records?

This check box is not enabled if the MISC > P11D > EDI system parameter is set to Y. Select this check box to finalise the P11D records after producing the P11D Report.

Print Type

Enter the Print Type to be produced, or select one from the drop down list.

Force Hard Copy?

Select this check box to force ResourceLink to produce a hard copy version of the P11D report regardless of the output settings.

Sort Sequence

Parameter Set ID

Enter the ID of the parameter set that you want to apply to the documents you are printing or select one by clicking window to display Select Parameter Set ID. You can review and change the sort order used for printing in the following fields.

Note: Before you print these documents, consider setting up Payslip Parameters. These enable you to specify parameters, such as the sorting preferences and format, so that these can be applied each time you print these documents.

Control Group, Pay Group, Alpha on Surname, Employee Number, Home Address Flag, Location, Pay Method, Postcode

You can use these fields to specify the printing order you require by completing the appropriate fields against each sort by parameter. In the first field, enter the sort priority (1 to 8 or blank), and in the second field, enter Y for ascending order or N for descending order.

If all sort by parameter fields are blank, these documents are printed in employee order within pay group.

Note: If required, your system administrator can specify a user-defined field as an additional sorting preference, for example, these documents could be sorted on data entered in a user-defined field on the Personal Detail screen. The User-Defined Sort field must be employee-based and be called PTPAY. If such a field has been created, its description is displayed instead of the Location field.

Click the Continue button to produce the P11D Reports as PDFs.

MD555S41