Assign Additional Information to the Workfile Build

To further define which employees the system processes when you run the workfile build program, you can assign additional information for building the year-end workfile. For example, if you need to run the year-end workfile build for a select group of employees without changing the data selection in the program version, you can assign additional information.

You might want to test the setup of the workfile build by running the process with a small number of employees. To shorten processing time during the test, use additional information to select this smaller group of employees. Additionally, you can use this feature to process employee information that has been changed since the original workfile build process.

You use additional information to:

  • Request processing by company.

  • Request processing by tax ID.

  • Request processing by tax area.

  • Request processing by address number (used for Changes Only processing only).

    Note:
    • The processing time is faster when you use additional information by company to limit the year-end workfile build processing as compared to the other parameters.

    • You cannot enter additional information for companies, tax IDs, tax areas, or employees who do not meet the data criteria of the data selection for the program version. You use additional information to reduce the number of employees that you process. To include additional employees in the workfile build process, you must change the data selection of the program version.