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HMRC internal manual

Collection of Student Loans Manual

From
HM Revenue & Customs
Updated
, see all updates

background: access to records: introduction

Access to the Student Loans Business Service (SLBS) is controlled

  • Centrally, by setting up Organisation Units and allocating the service to the Organisation Unit (OU)
  • Locally, by allocating access rights to individual operators within the OU. This is done by allocating user roles

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Access to the system

Access to SLBS is through ’My Services’.

On your Start Menu:

  • Select ’My Services’. The ‘My Services’ window will be displayed
  • Select the Corporate Services folder, followed by the ‘Receivables’ folder.
  • Select ‘SLBS Maintenance’

You will be taken to the Function Menu, where those functions available under your user role are shown in an alphabetical list. These will be either the first three in the list below (view only) or all four

  • LIST EMPLOYMENT FAILURES
  • MAINTAIN STUDENT LOAN DETAILS
  • SEARCH UNMATCHED POOL
  • WORKLISTS

To make your selection from the list either

  • Double click on the line showing the function that you want and you will be taken to that function

Or

  • Select the line showing the function you want. That line will be highlighted

And then

  • Use the [OK] button to be taken to the function

Except for the four SLBS functions that are available through the Function Menu, navigation to functions is by way of buttons within other functions. This allows for natural progression between the functions. For example, before you can take any action on a form P14 you must first select the required taxpayer and employment, and be satisfied that the P14 to which this leads is the correct one.

The design of the service allows you to do this

  • In the Function Menu

    • Select MAINTAIN STUDENT LOAN DETAILS
  • In Function LIST TAXPAYER

    • After selecting the required taxpayer, use the [Employments] button to go to function LIST EMPLOYMENT
  • In Function LIST EMPLOYMENT

    • After selecting an employment, use the [P14 Summary] button to go to function P14 SUMMARY

Subject to having the appropriate user role, you can then navigate to two other functions. In Function P14 SUMMARY

  • Select the [Details] button to go to Function P14 DETAIL to view details of the selected form P14
  • Select the [Search Unmatched Pool] button to go to Function SEARCH UNMATCHED POOL to search for a P14 in the unmatched pool for the relevant tax year