Understanding the Year-End Workfile

After you have verified that employee, company, tax, and pay type, deduction, benefit and accrual (PDBA) information is accurate, you can begin the process of creating the year-end workfiles. Workfiles store all of the information that you need to create year-end deliverables, such as forms, reports, and electronic filing flat files.

Before you can create a year-end workfile, you must:

1. Create a year-end ID.

2. Define workfile data criteria.

3. Assign special handling code information.

4. Enter additional selection criteria using the additional information function.

The system uses this information to retrieve the required data for the concerned employees. The system stores the data in the workfile, and then uses that workfile to print year-end reports and forms and to create electronic filing flat files.