HMRC Incoming Data - Student and Postgraduate Loans

Downloading SL1 and PGL1 Start Notices

• Go to the HMRC tab

• Click on New HMRC downloads button

• Select the Employer for whom Student Loan and/or Postgraduate Loan start notices are to be downloaded

• Select 'SL1' or 'PGL1' and move to 'Chosen'. Note - only one notice type can be downloaded at once

• Click the Submit button to request the Student Loan or Postgraduate Loan start notices from HMRC

An email will be received confirming that data has been downloaded.

Applying Downloaded SL1/PGL1 Notices to Employees

Click on the View HMRC downloads button

The 'HMRC Incoming Data' screen will open:

• Select the relevant Employer, Type (SL1 or PGL1), Tax year, Payroll and Status. Click Apply button to confirm the selected filters

• Select the 'Match' status to view any data that is to be downloaded. In this example there are no student loan start notices to download

• Select the employee records to be downloaded by checking the box to left of the employee name

• Click on the Save & confirm button to apply the start notices to the employee record

The 'Student or postgraduate loan' indicator and 'Student loan plan' (or 'Postgraduate loan plan' will be updated for any employee with an SL1 (or SL2). The update can be viewed on the Payroll tab on the Employee record.

Updated records can be viewed by changing the Status to 'Updated'.

Unmatched SL1/PGL1 Downloads

To check for any downloaded records that have not been able to be matched against employees within selected Employer, change the filter to 'No match'. Click the Apply button to save the filter.

To link to an unmatched SL1 or PGL1 record to an employee click on the HMRC Detail link (under the 'DETAIL' column).

Select the employee from the look up.

Click the Save button

Return to the HMRC tab and click on the View HMRC downloads button.

Complete the filters and click the Apply button.

The employee that was now linked should appear under the Employee column.

Click the checkbox to the left of the employee name. Click Save & confirm to update the employee record with downloaded information.

The record should be viewable under the Status of 'Updated manually'.

Downloading SL2 and PGL2 Stop Notices

The process is exactly the same as for start notices (detail above) with exception that SL2 or PGL2 is selected.

From the 'HMRC Incoming Data'

• Select the relevant Employer, Type (SL2 or PGL2), Tax year, Payroll and Status. Click Apply button to confirm the selected filters

• Select the 'Match' status to view any data that is to be downloaded.

• Select the employee records to be downloaded by checking the box to left of the employee name

• Click on the Save & confirm button to stop the Student Loan or Postgraduate Loans