The P11D is a statutory form required by HMRC for UK-based employers detailing the cash equivalents of benefits and expenses that they have provided during the tax year to their employees and directors.
Before attempting to configure this document in the app, please ensure that you have installed all mandatory Oracle legislative patches and that you have performed all required configurations to generate and view this document in standard Oracle pages.
In the app, this document is viewed in a Document block. It lists all available P11Ds and for each one shows a single consolidated document combining all benefit and expense worksheets.
To configure this document, first choose a page where you would like the document block to be displayed. The block requires an Assignment Id context, so choose a page with an {ASSIGNMENT_ID} object Id, or one using the {PERSON_ID} object Id and the Object Id handler xxas_per_pkg.per_and_primary_asg_ctx. If you don't have a page, you can create a new one. Please see Pages.
Once you have a page, create a Document block using the following block settings:
| Setting | Value |
|---|---|
| Block Type | Document |
| Security Type | Role and Data |
| Object | Applaud HR Assignment |
| REST Data Source | assignments/{INSTANCE_PK1_VALUE}/p11dreports |
You will need to create at least 2 grants for employee access:
- Grant against your employee role using a suitable set of Object Ids, such as Applaud HR Assignments Restricted to Logged On Employee.
- You will also need to create a similar grant for your employee role but against the Permission Set XXAS Data GB P11d Report (XXAS_DT_GB_P11D_REPORT). This Permission Set is used to secure the REST API. You will need to create a grant for this Permission Set using Functional Administrator: Security: Grants. Ensure that you select the object Applaud HR Assignment and that you use the same Instance Set as you used in step 1.
If you wish to create proxy access for managers or HR professionals, you will need to repeat the above two grants but use alternative roles and Object Ids / Instance Sets as desired.