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HMRC internal manual

PAYE Manual

From
HM Revenue & Customs
Updated
, see all updates

P11D processing: management of workflow management tool: allocate users to the team

To allocate users to a team

  • Highlight the Team in the Capture Team Maintenance screen
  • Select the [Update] button to enter the Update Capture Team screen

Only the users within the office that have been allocated the Capture P11D WMT access role will appear in the Available Users field. The list will appear in ascending PID order

  • Highlight the user in the Available Users field. You can highlight more than one user at a time
  • Select the [Select] button. The user will be placed in the Selected Users field and will be removed from the Available Users field
  • Select the [Select All] button. All users in the Available Users field will be placed in the Selected Users field
  • Select the [Save] button to save the users against the team
  • Select the [Cancel] button to exit the screen without the changes being saved

To assist you to locate a particular user a Search box has been included in the Available Users field. This search will be completed on the exact match of the surname recorded, for example SMITH or Smith.

To use the search facility

  • Enter the surname or part of the surname followed by an asterisk
  • Select the [Search] button. This will return all users in the Available Users field which match the search criteria entered

If the search returns no matches you will receive the following message

‘There are no users fulfilling this criteria’

  • Select the [OK] button to return to the Update Capture Team screen

You can either

  • Amend the search criteria

Or

  • Remove the search criteria from the Surname field and select the [Search] button to re populate the Available Users field

Note: You must remove the user from a Team if you have to reallocate the user to another office.