Entering Place Of Work History (AG)

Then, if the change(s) can be made

• If the claimant or their partner has commenced a new employment for the first time, go to step 2
   
• If an existing employment exists, but the place of work details have not been entered on the computer, go to step 2
   
• If the claimant and / or their partner report that they are about to start work outside the UK, first follow the guidance in Address Or Work Change To A Country Outside The UK

• Enter the claimant's NINO in the Key Entry Data screen
   
• Select the All checkbox
   
• Click on the [OK] button. You will be taken to the Select Application screen or the Applicant Details screen. If you are taken to the Select Application screen, click on the claim affected by this change to highlight it and then click on the [OK] button. You will then be taken to the Applicant Details screen
   
• Select ‘Wk1’ or ‘Wk2’, as appropriate on the toolbar menu. You will be taken to the Work Details screen for that claimant
   
• Select ‘History’ on the toolbar menu
   
• Select ‘Place Of Work’ from the options available. You will be taken to the Place of Work history screen
   
• Click on the [New] button. You will be taken to the New screen
   
• Enter the appropriate start date in the Start Date field
   
• Enter the appropriate include from date in the Include From field

Note: After you enter the start date, when you tab down to the Include From field the same date will automatically appear in the Include From field. You must enter the correct date if it is different to the start date

• Enter the name of the country where the claimant works in the Country field
   
• Click on the [OK] button. You will be taken back to the History screen
   
• Click on the [OK] button. You will be taken back to the Work Details screen
   
• Click on the [OK] button. You will be taken to the Amend Finish screen

Then

• Go to step 3

• Enter the date the notification of the change was received
   
• Enter the source of the change, for example paper or telephone Enter the reason for the change as ‘Change of Circumstance’
   
• Click on the [OK] button. The computer will now automatically accept the change of circumstances and will apply the change at the effective date

Follow the guidance in How To Correctly Complete The Amend Finish Screen
 

Note: The changes you have made in this function will not be applied until you complete the Amend Finish screen

Note: The Received Date field will always default to today’s date. You must enter the date the change of circumstances was notified, not the date the change is actioned. If there is more than one notification date, then the earliest notification date must be entered

• If the message ‘S18 Refinalisation Rules – Potential inappropriate refinalisation for CCYY–CCYY. If you have the authority to refinalise under S19, S20 or S21 of the Tax Credit Act 2002 or due to an appeal decision. Press OK to process the change or Cancel’ displays

• The changes you are making will re-finalise the claim, follow the guidance in Establish If A Change Can Be Made before making any changes

Then, if you can make the change

• Click on the [OK] button on the message
   
• Go to step 4

• If the message ‘S18 Refinalisation Rules – Actual Income for CCYY-CCYY is required. This change will not be accepted’ displays

• You will not be able to make the change because the PY actual income is required, follow the guidance in Establish If A Change Can Be Made before making any changes

Then, if you can make the change

• Click on the [OK] button on the message
   
• Go to step 4

• If the message ‘S18 Refinalisation Rules – You do not have the authority to refinalise CCYY-CCYY. This change will not be accepted. Please refer to the appropriate team’ displays

• The changes you are making will refinalise the claim
   
• Click on the [Cancel] button. You will be taken to the Amend Application Details screen
   
• Click on the [Cancel] button
   
• When the message ‘All changes to the application will be lost for this session, do you wish to proceed?’ displays, click on the [Yes] button
   
• Pass the case to a Level 2 User or your manager. For more information on Level 1 and Level 2 users, see Level 1 and Level 2 User Roles
   
• Take no further action

• If none of the above messages display, go to step 4

Notes:
 

You must follow the guidance in How To Correctly Complete Application And Household Notes when you record the note

And also

Follow the guidance in Maintain Household Notes

Then

• Go to step 5