PAYE53051 - Employer returns: employer return work lists: incentive - open appeal (Action Guide)

Notes:

  1. This work list is accessible using the EBS Maint(ainer) user role
     
  2. This work list should be reviewed on a daily basis
     
  3. The work item is deleted automatically when a settled date and outcome is entered to close the appeal
     

To take the appropriate action when there is an entry on the ‘Incentive - Open Appeal’ work list follow steps 1 - 3.

For details of how to access any of the Employer Business Service functions, use PAYE057.

1. Use Function WORKLISTS to
 

  • Select work list type ‘Incentive - Open Appeal’
  • Search for a particular employer reference on the list
  • Select 'Options' from the menu bar
  • Select 'Search'
  • Enter the employer reference in the Worklists Employer Reference Search screen
  • Select the [OK] button

If the employer is highlighted in the list box, go to step 2

If a message ‘Employer Reference Not Found’ is displayed either

  • The appeal has been settled

Or

  • An appeal has not been created using Function MAINTAIN INCENTIVE APPEAL

2. Investigate the reason for and deal with the appeal. For further information see the Action Guide ‘Maintain Incentive Appeal’ PAYE44026

3. If the appeal cannot be settled quickly, note the work item as 'Working'
 

  • With the employer highlighted
  • Select 'Options' from the menu bar
  • Select 'Working’

A 'Y' will be displayed next to the employer reference in the list box