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HMRC Processing

Lizzie Dann avatar
Written by Lizzie Dann
Updated over a week ago

HMRC documents can be processed using Cora to extract all eligible activities and automatically input into a candidate’s activity history. This can be done by either the candidate, or by the screener.

If a candidate chooses this option, there will be three possible outcomes: Full Extraction, Partial Extraction, No Extraction.

  • Full Extraction: This means that we were able to extract five full years’ worth of verifiable activities from the document.

  • Partial Extraction: This means that we were able to extract some activities from the document.

  • No Extraction: This means that either the document was an invalid type (ie. not a HMRC pdf), or didn’t have any verifiable activities on it.


What will the candidate see?

If the candidate has any activities extracted, they will see them presented as usual, as periods of employment with the organisation name and dates matching those from the document.

The candidate will be required to fill out the organisation name again- this is to ensure that they have the best chance of choosing a verified organisation, which will fill in required contact details and send out automated reference requests.

They will not be asked to submit any additional documents if they’ve provided their HMRC.

If the extraction is only partial, they will see gaps around the verified activities that need to be completed with documentary evidence as usual.


What will screeners see?

If a candidate has used the Cora HMRC feature, screeners will see the HMRC document attached to any activities in the ‘start of activity’ document section. The document will already be named ‘HMRC PAYE 5 Year History’.


What counts as a verifiable activity?

A verifiable activity will be any that has payments associated at any point within its duration. For example: Candidate A has worked at Tesco for three years, but only has payments available for the middle year: this will show. Candidate B has worked at asda for 3 months and has no payments available: this will not show.

Candidates cannot delete the document once it’s been uploaded. In the off-chance that a candidate submits without uploading their HMRC document, but provides it directly to you after, screeners can also upload HMRC documents.

The button to allow you to do this will only be visible if there are no existing activities- ie. the candidate has not submitted yet, has submitted no activities, or all activities have been deleted.

If a HMRC is uploaded by a screener before the candidate submits, the candidate will see all activities, and have the ability to delete them. They’ll also be required to provide reference details for all in order to submit.

Activities created by the HMRC agent will have a ‘Cora’ logo by them, to help distinguish between automated and manually created activities.

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