This chapter contains these topics:
Section 31.2, "Reposting the Tax Ledger to the Tax Summary,"
Section 31.6, "Reposting DBAs to the Fiscal and Anniversary History Summary,"
In rare instances, you might encounter a history integrity problem that you cannot correct by running an integrity report in update mode or by revising payroll history manually. For example:
During final update, a machine failure or power outage might prevent the system from updating the summary history tables.
While revising pay and tax amounts by month, you might have entered an incorrect gross pay amount.
In these instances, you can usually repost to correct the problem. A repost program retrieves the information in a detail history table by payment date and recalculates the totals in the corresponding summary history table. The system retrieves the information from the history detail during a repost. If you revised or corrected the history summary and want to keep the changes, you should not run a repost. Except for maximum amount taxes such as FICA and Medicare, the repost will not include the revisions you made to summary history.
Reposting payroll history includes:
Reposting the Tax Ledger to the Tax Summary
Reposting Pay Types to the Payroll Month
Reposting DBAs to the Payroll Month
Reposting DBAs to the Calendar Month
Reposting DBAs to the Fiscal and Anniversary History Summary
Reposting the Workers Compensation Summary
Reposting Payroll History
From Payroll Master (G07), enter 27
From Payroll Advanced/Technical Operations (G073), choose Data Integrity/Global Update
From Data Integrity/Global Updates (G0731), choose Tax Ledger to Tax Summary
Repost the tax ledger to the tax summary if your Taxation Summary History table (F06136) contains corrupt data. This report repost totals the tax transactions stored in the Tax Ledger table (F06166) by year, home company, tax type, tax area, tax ID, and employee number. It then posts these totals as one summary transaction to the Taxation Summary History table. The summary transaction includes the following totals by month for each year processed:
Gross pay
Excludable gross
Pay in excess of annual limit for tax calculation
Taxes withheld
The repost summarizes by check date. It overwrites existing totals in the summary table.
From Payroll Master (G07), enter 27
From Payroll Advanced/Technical Operations (G073), choose Data Integrity/Global Update
From Data Integrity/Global Updates (G0731), choose Pay Types to Payroll Month
Repost pay types to payroll month if your Payroll Month PDBA Summary History table (F06146) contains corrupt data. This repost totals the pay type transactions stored in the Payroll Transaction History table (F0618) and posts monthly totals for gross pay and hours to the Payroll Month PDBAs Summary History table.
The repost summarizes by check date. It overwrites existing totals in the summary table.
From Payroll Master (G07), enter 27
From Payroll Advanced/Technical Operations (G073), choose Data Integrity/Global Update
From Data Integrity/Global Updates (G0731), choose DBAs to Payroll Month
Repost DBAs to the payroll month if the information in your Payroll Month PDBA Summary History table (F06146) does not correspond to the detail information in the DBA Detail History table (F0619). For each employee, this repost calculates monthly totals for each DBA type. It then posts these totals to the Payroll Month PDBAs Summary History table.
The repost summarizes by check date. It overwrites existing totals in the summary table.
From Payroll Master (G07), enter 27
From Payroll Advanced/Technical Operations (G073), choose Data Integrity/Global Update
From Data Integrity/Global Updates (G0731), choose DBAs to Calendar Month
Repost DBAs to the calendar month if the information in your Calendar Month DBA History table (F06145) does not correspond to the detail information in the DBA Detail History table (F0619). For each employee, this repost calculates monthly totals for each DBA type. It then posts these totals to the Calendar Month DBA History table.
The repost summarizes by check date. It overwrites existing totals in the summary table.
From Payroll Master (G07), enter 27
From Payroll Advanced/Technical Operations (G073), choose Data Integrity/Global Update
From Data Integrity/Global Updates (G0731), choose DBAs to Fiscal and Anniversary
Repost DBAs to the fiscal or anniversary summary history if the information in your Fiscal and Anniversary History Summary table (F06147) does not correspond to the information in the DBA Detail History table (F0619) and the Payroll Transaction History table (F0618). For each employee, this repost calculates the year-to-date (YTD) amount for only those DBAs that you have set up for fiscal or anniversary rollover. It then posts these YTD amounts to the Fiscal and Anniversary History Summary table.
The system uses the DBA limit method you entered when you set up your DBAs to determine whether the summary history is stored by payment date or pay period ending date. If the system needs pay types to calculate the year-end balance, the repost automatically reposts the required pay types.
The repost overwrites existing YTD amounts for each employee and DBA. It does not overwrite prior year and beginning balances.
See Section 60.11, "Repost DBAs to Fiscal and Anniversary (P06147A)"
See Also:
Section 48.3, "Setting Up Typical DBAs" for information about entering DBA limit amounts.
From Payroll Master (G07), enter 27
From Payroll Advanced/Technical Operations (G073), choose Data Integrity/Global Update
From Data Integrity/Global Updates (G0731), choose Workers Comp Survey
Repost the workers compensation summary when the information in your Workers Compensation Summary table (F0627) does not correspond to the detail information in the Transaction History table (F0618). This repost summarizes, by payment month and year, the workers compensation and general liability amounts in the Transaction History table. It then posts this summary to the Workers Compensation Summary table.
This repost adds additional information to the summary table. It does not overwrite any existing information.
If you have not set up a corporate tax ID for the workers compensation and general liabilities tax types, the system enters the Federal A tax ID for U.S. Payroll and the Federal Tax ID for Canadian Payroll.
In rare instances, you might encounter a history integrity problem that you cannot correct by running an integrity report in update mode or by revising payroll history manually. For example:
During final update, a machine failure or power outage might prevent the system from updating the summary history tables.
While revising pay and tax amounts by month, you might have entered an incorrect gross pay amount.
In these instances, you can usually repost to correct the problem. A repost program retrieves the information in a detail history table by payment date and recalculates the totals in the corresponding summary history table. The system retrieves the information from the history detail during a repost. If you revised or corrected the history summary and want to keep the changes, you should not run a repost. Except for maximum amount taxes such as FICA and Medicare, the repost will not include the revisions you made to summary history.
Reposting payroll history includes:
Reposting the tax ledger to the tax summary
Reposting pay types to the payroll month
Reposting DBAs to the payroll month
Reposting DBAs to the calendar month
Reposting the Tax ID to the Tax Ledger
Reposting DBAs to the tax area summary
Reposting DBAs to the fiscal and anniversary history summary
Reposting the workers compensation summary