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Release P11Ds to employees (UK)

Steps to release P11Ds to employees in portal.

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Written by Harry Ledger
Updated over a month ago

After you add the P11D widget to the employee dashboard, you can release P11Ds to your employees in portal. To do this, follow the steps below:

  1. From the dashboard menu, click People Management.

  2. Click Data Centre, then click People Management.

  3. In the search field, search for and click Release P11d.

  4. Enter the following details.

    Company.

    Employee number: If applicable for all employees, leave blank.

    Year.

  5. Click Release.

πŸ“Œ Note: All options are pick lists and the data contained within are dependent on the data in your environment. If you've only generated P11Ds in 2019 within PeopleXD, the year list will display only 2019.


Employee view

To view the P11Ds, the employee needs to access the P11D document widget. To do so, follow the steps below.

  1. From the dashboard menu, click Employee Dashboard.

  2. To view the P11D document widget, click Expenses.

  3. On the P11D Documents widget next to the P11D year, click View.

πŸ€“ Tip: The P11D opens in a PDF format.

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