If you encounter the above error message when you load the P11D file, this is because the back office user doesn't have access to the pay group and input location.
You'll need to grant the back office user access to the pay group and input location of the employee in question.
To set up access for the employee in question, determine which pay group and input location they belong to. To do this, follow the steps below in back office.
Back office
Click CorePay, then click Employee.
Click Input View Employee Details.
In the Employee Reference field, enter the employee number.
Click Search.
To view the pay group and Input location, double-click the employee number.
Under the Analysis Details section, you can view the pay group and input location.
To exit the screen, click the exit
icon.
Portal
From the dashboard menu, select Security.
Click Set Up then a Filter window pops up.
From the Pay Group drop-down menu, select the relevant pay group.
Click Filter.
This will display employees with access.
After the back office user identifies the employee's pay group and input location, to set up access to the pay group and input location, follow the steps below.
Back office
📌 Note: If you're unable to follow these steps, please follow the steps in the Portal section of this article.
To provide the back office user access to the employee's pay group and input location, follow the steps below.
Click CorePay, then click Reference.
Click Pay Users.
Check if the back office user is set up with the relevant pay group and input location.
If not set up, to add the user, click the add
icon.
In the Pay Group field, enter the relevant pay group.
In the Username field, enter the back office username
In the Input Location field, enter the input location.
To save this, click the save
icon.
Portal
To provide the portal admin access to the employee's pay group and input location, follow the steps below.
From the dashboard menu, select Security.
Click Set Up, then beside CorePay Pay Users, click Open.
Close the pop-up Filter window.
For account type, select Back Office Account.
At the bottom of the screen, click Add.
Enter the following details:
Pay Group: Pay group access of the employee.
Username: Back office username of the user loading the p11D file.
Input location: Input location of the employee.
Click Save.