29 Overview to Payroll History

This chapter contains these topics:

29.1 Objectives

  • To use payroll history for reporting needs

  • To use online inquiries for quick access to payroll history

29.2 About Payroll History

Each time you process a payroll cycle, the system creates history records. Working with payroll history includes:

  • Reviewing earnings and tax information history

  • Reviewing transaction history

  • Reviewing other payroll history

  • Working with payment history information

  • Reviewing payroll history reports

Payroll history includes detail and summary information for:

  • Earnings and taxes

  • Transaction history for pay types, deductions, benefits, or accruals (PDBAs)

  • Workers compensation and general liability

  • Timecards

  • Benefits and accruals, such as vacation time earned, taken, and available

  • Individual payment information

You use this information for online inquiries and historical and government reporting.

You can review the payroll history at both summary and detail level. The summary tables contain information from the detail tables as follows:

Table Description
Taxation Summary History (F0713) Tax Ledger (F0716)
Payroll Month PDBA Summary History (F06146) Payroll Transaction History (F0618)

DBA Detail History (F0619)
Fiscal/Anniversary Year History (F06147) Payroll Transaction History (F0618)

DBA Detail History (F0619)
Paycheque Summary (F06156) Tax Ledger (F0716)

Payroll Transaction History (F0618)

Deduction, Benefits, and Accrual History (F0619)
Calendar Month DBA Summary History (F06145) DBA Detail History (F0619)
Historical Payroll Register (F063451) Historical Payroll Processing (F06345)

The system creates data for the Historical Payroll Register and Historical Payroll Processing tables when you process the Historical Payroll Register.

When you work with payroll history, you use online inquiries and printed reports. You can also perform functions, such as voiding a payment, when reviewing individual payment information.

29.2.1 What is Calendar Month and Payroll Month History?

Transaction (PDBA) history is maintained by both payroll month, which is based on cheque dates, and calendar month, which is based on work dates. The balances for each type of transaction history are consistent except during transition payroll cycles. A transition payroll cycle is one that crosses months (for example, a bi-weekly payroll cycle that begins in January and ends in February).

Balances for the payroll month are stored for pay types and DBAs. Balances for the calendar month are stored for DBAs only and not pay types.

See Also: