PAYE110081 - Work management: PAYE work management system: create a work item (Action Guide)

1.

In the PAYE Service enter the NINO. The Individual summary screen is presented. From the left hand bar select the

• Work items tab
   
  And

• Create work item
   
  The Create work item request screen is presented which is pre-populated with

• Individuals NINO

• Individuals name

• Creation date

• Operator ID

2.

From the work item status drop down menu select

• Unallocated
   
  Or

• BF and date (the earliest BF date is the next day and the latest date is 5 April of the following tax year)

3.

From the description drop down menu select

• The appropriate description for the work item see PAYE110080 

4.

In the ‘Other Data Display’ field you must make a note of the reason why the work item has been manually created. This is important. The details will be displayed as data on the work item when it is opened (up to 500 characters)

5.

To create the work item you must

• Select the [Submit] button (a message box will be displayed if the request has been successfully submitted). You will then be taken back to the Individual Summary page

Notes:

1. A work item can be created from any PAYE Service screen when working a case

2. When a work item has been created and submitted on the PAYE Service, no record of it will be held on the PAYE Service. A work item request will be sent to the Pega Rules Work Management application which will create and store the work item until it is accessed to be worked on. The work item will be available by Search or Get Next on the following day.