Create a Year-End ID

Before you define the criteria for the year-end workfile, you must create a year-end ID. When you create a year-end ID, you must assign a program version to the ID. You can create a program version either before or at the same time that you create the year-end ID. To select employees to include them in the year-end workfile, the system uses data selection that is associated with the program version. The year-end ID identifies the employee records that are associated with a particular workfile build process. You use this ID when you run all subsequent steps in the year-end processing cycle.

Year-end IDs are alphanumeric and can be up to 10 characters in length. You can set up multiple IDs to process different groups of employees. Year-end IDs should be unique within each calendar year.

When you process the workfile build, records are stored in year-end tables according to their year-end ID and the year being processed. Each time that you run the workfile build, all records with year-end ID and year matching those of the current workfile build are deleted from the year-end tables. The tables are then repopulated with updated information from the workfile build.

To avoid deleting important year-end information, do not use the same year-end ID to process different groups of people at different times within the same calendar year. For example, within a single calendar year, do not use year-end ID 2000 to process employees from company 001 and then use it to process employees from company 002. This action causes the loss of all year-end information for employees in company 001.

Note: After you have defined the type of form that a workfile build process creates, you cannot change this information. To process a different type of year-end form, you must create another year-end ID.