Adding benefits to employees
Description
Cause
Resolution

To add/edit benefit details

  1. Click Payroll, double-click P11D Module, then click Employee Benefit Details.
  2. Select the employee using the Lookup 
  3. Click on the tab for the type of benefit you want to add/edit. There are tabs for different benefits. Click the article number to see detailed guidance on setting up the benefit:

    Cars (See also Car Averaging)
    Loans

    Medical Plans
    Sundries
    Vans 

  4. Existing benefits are listed in a table. To edit an existing benefit, highlight it and click Edit . To add a new benefit, click Add 
  5. Enter the information in the required fields. You can use the Lookup  to select certain options.
  6. Click Save  to save the details.
  7. Repeat steps 2 to 6 for any other benefits you need to add or edit.
  8. Click Exit 

 

Adding/updating benefit details using the Data Loader

You can also add benefits to employees using the Data Loader.

You can add benefits using the following profiles:
58 - P11d Car Import
59 - P11D Sundry Import
71 - P11D Medical Import
72 - P11D Van Import
73 - P11D Loan Import

 

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