Identifying the Data That You Need

Raw payroll data is used in consolidated data. Consolidated data is used in various functions, including service, cash balance accounts, and employee accounts. The consolidated earnings history also supports final average earnings and social security calculations.

Loading both raw payroll data and consolidated payroll history is redundant. Similarly, loading both consolidated contributions history and a startup balance for employee accounts is redundant. The system never uses the consolidated contributions information before the as of date for the employee accounts starting balance.

When planning your data conversion, you can decide which data to load. Payroll data offers the greatest level of detail and thus increases flexibility for recalculation. Starting balances provide the least amount of detail and flexibility. Consolidated data is in between the two.

When you use consolidated earnings for final average earnings or social security, you cannot use startup balances. In these cases, you must use raw payroll data or consolidated data.