This chapter contains these topics:
To use payroll history for reporting needs
To use online inquiries for quick access to 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
Working with information for earnings and tips
Reviewing history reports for earnings and tips
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
Employees and companies that earn tips
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:
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.
The system maintains transaction (PDBA) history by both payroll month, which is based on check 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).
Transaction (PDBA) history is maintained by both payroll month, which is based on check 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:
Tables Used by Payroll in the JD Edwards World U.S. Payroll II Guide and the JD Edwards World World Writer Guide for information you need to create custom reports for your specific business needs,
Chapter 49, "Work with Governmental Reports" for information about printing reports that are required by the government.