PAYE110080 - Work management: PAYE work management system: create a work item

The majority of work items are generated automatically but you can create a work item manually. You may need to do this where a BF is required for a case where no work item exists - for example after working an item of post.

The action of creating a work item manually takes place in the PAYE Service. From any PAYE Service screen you can select the work item tab from the left hand navigation bar and then select create work item. You are presented with the Create work item request screen where the fields are populated with the following information

• Individuals NINO or TRN (Temporary Reference Number)
• Individuals name
• Creation date
• Operator ID

A work item description relating to the work area is selected from a drop down menu

• Work item 237 Manual WI coding, see PAYE13050 
• Work item 238 Manual WI EOY reconciliation, see PAYE93031 
• Work item 239 Manual WI EMPT maintenance, see PAYE64063 
• Work item 240 Manual WI Individual maintenance, see PAYE103006 

The default status of the work item is unallocated but a BF status and date can be allocated at the point of creation.

You must make a note of the reason why the work item has been manually created. The note is made in the screen ‘Other Display Data’ and this data will be presented to the operator when the work item is opened (up to 500 characters).

There are 2 other work item types created by user activity on the PAYE Service. These work items refer to specific circumstances relating to work done in the PAYE Service

• Work item 56 Amend taxpayer details further info needed, see PAYE103006 
• Work item 128 Manual WI recalculate repayment, see PAYE91070 

Note: When a work item has been manually created, the work item request will be sent to the PAYE Work Management system which will create and store the work item until it is accessed by an operator to be worked on. This process takes place overnight.