Understanding Workfile Resets

During year-end processing, you might encounter errors that require you to rerun a step in the process. Depending on where you are in the process, you might need to reset a step before you can rerun it, or you might need to reset the entire workfile.

You must reset the entire workfile when you:

• Process year-end information for the wrong employees.

• Omit a group of employees who should have been included in year-end processing.

• Change the special handling setup to include or exclude deductions, benefits, or accruals (DBAs) that affect one or more employees in the year-end process.

• Add, change, or delete a pension maintenance record.

You reset status codes if you need to reset only selected year-end processing steps. For example, you need to reset a print step if an error occurs during printing.

When a step in the year-end process has ended abnormally, you must change the status of the year-end ID. A step might end abnormally when an error occurs or when a machine or power failure occurs, causing the status code to remain active (A).

When you reset status codes, remember these considerations:

• You cannot change the status code to Complete to bypass any step in year-end processing.

• When a year-end processing step ends abnormally, change its status code to Not Executed (blank), correct the error condition, and then rerun the step.

When you reset a workfile, you can select whether to reset the entire workfile or reset the original amounts and save the adjustments.