PAYE31001 - employer records: employer record work lists: introduction
The purpose of a Work List is to draw to your attention
matters that may require judgmental or clerical action.
When certain events occur in the Employer Business Service
(EBS) a work item is created. That item is entered on a Work List
for that work type, and allocated to the Organisation Unit that has
responsibility for the employer record.
Work Lists are displayed on-screen. Access to a Work List is
through Function WORKLISTS, which is available from the Function
Menu.
Function WORKLISTS allows any person with the EBS Employer
Maint(ainer) user role or EBS EDI Maintainer role to
- Select a Work List type
- Select any Organisation Unit within their own office
- View the entries on that selected Work List
- Note a selected entry or entries as being worked
- Delete a selected entry or entries
If you use Function WORKLISTS for long periods, you will find
the Edit Refresh facility useful. Another user may update the list,
but you will not be aware of deletions and items noted as working
until you refresh your view of the list.
Work List types
The following types of Employer Records Work Lists are
produced on EBS
- ‘EDI Cess / Canc Exceptions’
- ‘Employer Address RLS’
- ‘New Employer’
- ‘PIN Name And Address Return’
- ‘Scheme History Exceptions’
- ‘Scheme Type Exceptions’
Note: Information about other Work Lists
associated with employer returns work can be found in the
‘Employer Returns’ business area of this manual.
The ‘New Employer’ Work List provides an
opportunity for you to satisfy yourself that the record has been
set up correctly and the necessary clerical action has been taken.
Detailed advice is available in the Action Guides in section
‘Set Up Employer Record’
PAYE20000 onwards.
The ‘Scheme History Exceptions’ and ‘Scheme
Type Exceptions’ Work Lists are created because of mismatched
information during the period of COP and EBS co-existence.
The
Online Customer
Services Team within CustCon Online Services who are
responsible for the setting and removal of Electronic Business
indicators on an EBS employer record. A specific EBS user role
‘EDI Maintainer’ must be allocated to those staff who
will be responsible for this area of work within the live services
team.
There is one EBS Employer Record Work Lists which staff
allocated the EDI Maintainer user role are responsible for
- ’EDI Cess / Canc Exceptions’
PAYE Online for Employers Live Service Team dealing with this
Work List should use the respective Action Guide within this
section.
Although you may be contacted by the live services team to
assist in the clearance of a Work List item, that office is
responsible for working entries on this Work List.
Movements Work List
In addition to the Work Lists mentioned above one further
Work List, ’New Employment For TX Record', is available
through EBS although the work items appearing on it are not
generated by EBS.
For more information about this Work List, see subject
‘TX Procedure Involving Movement Of Record’
PAYE62075.
