Year-End Rollover
I am having problems getting the available vacation beginning balances to roll over into the new year record. What am I doing wrong? |
The rollover table might not be attached to this DBA. |
I ran the year-end rollover and now I need to issue an adjustment check for 2023. After I process the check, should I run the rollover again? |
Perhaps. If you are making adjustments to DBAs, you might need to run the rollover again (selecting just that employee) or you can manually adjust history. |
If an employee has two history records for the same DBA (just the company is different), will both records roll over into 2023 with a prior year balance? |
Yes, as long as the summarized balance box is checked on the rollover form. |
If I run the year-end rollover after a payroll for 2023, will the amounts be cleared out? |
No. The rollover just replaces the totals for the prior year and beginning balance, the number of periods, and the remaining balance. |
Does a PDBA have to be an accrual to roll over? |
No. It can be a pay type, deduction, benefit, or accrual. You can specify which PDBAs to roll over in the data selection of the rollover version. |
If I want to run year-end rollovers on the server or locally, what objects do I need to map? |
You must map all of the following either locally or to a server to process year-end rollovers:
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