Determining How Much Historical Payroll Data You Need

Load earnings data for use with the final average earnings (FAE), cash balance accounts, and social security functions.

• For final average earnings, you must load earnings history only as far back as the FAE function checks. For example, if your FAE definition uses only the final five consecutive earnings periods, load only those periods—or a few more, if there's a possibility that some periods might be ignored.

• For cash balance accounts, if you load a startup balance, do not load earnings history for periods before the startup balance as of date.

• For social security, if you estimate career earnings based on the current and prior periods only, do not load more than those two rows of earnings data.

Load hours data for use with the service function, but only for hours counting methods. If you load a startup service balance, do not load hours data for the periods before the startup as of date.

Load contributions data for use with the employee accounts function. If you load a startup balance for your employee account, do not load contribution data for the periods before the startup balance as of date.