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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 workflow batches to a team

To allocate a workflow batch to a team

  • Select the [Manager] button in the P11D Management screen and you will be presented with the Batch Manager screen
  • Highlight the appropriate batch or batches
  • Select the [Allocate Team] button on the Batch Manager screen. You will be presented with the Allocate Batch to Team screen
  • Select the [Select] button. You will be presented with the Select Team screen

This screen will list all the teams set up in the office

  • Highlight the team and select the [OK] button. You will be presented with the Allocate Batch to Team screen with the selected team name populated

On the Allocate Batch to Team screen if you

  • Select the [OK] button you will allocate the batch to that team
  • Select the [Cancel] button the batch will not be allocated to that team

If the team selected has no members allocated the following message will be displayed

‘The team selected has no members. Do you still want to select it?’

If you

  • Select the [Yes] button the team will be selected and you will be taken to the Allocate Batch to Team screen
  • Select the [No] button the team will not be selected. You will return to the Select Team screen