Archive End-of-Year Payroll Results

Use the Archive End-of-Year Payroll Results task to retrieve and archive employee and employer information necessary for year-end statutory reporting. The year-end reports also include employee balances in a given year.

Report Parameters

The report parameter values determine which records to include in the report. Most parameters are self-explanatory, while the following have special meaning in the context of this report.

Process Start Date

Use this field to specify the first effective date of the payroll process to include in the report. All processes with an effective date same or greater than the Process Start Date are reported.

Process End Date

Use this field to specify the last effective date of the payroll process to include in the report. For Payroll Runs this is the 'Payroll Run Date'. All processes with an effective date equal to or prior to the Process End Date are reported.

Note: For offset payrolls, the effective date of the payroll or QuickPay run could be after the end date of the payroll period. In such cases, ensure that your Process End Date must be on or after the effective date of the process you want to include in the report.

Payroll

The name of the payroll you use to run this report.

Payroll Statutory Unit

Select the requisite payroll statutory unit (PSU). The process archives the year-end data of employees belonging to this PSU only.

Tax Reporting Unit

Select the requisite tax reporting unit (TRU). If a value is selected, the process archives the year-end data of employees belonging to this TRU only. If left blank, all TRUs belonging to the selected PSU are processed.

Payroll Relationship Group

Select the payroll relationship group name, if you have defined one. This is an optional parameter.

Note: Use the Object Groups task to define a Payroll Relationship Group, before you can use it here.

Process Configuration Group

Use this field to run the report for a specific process configuration group, instead of the default one. A process configuration group is used to set rules for payroll processes, such as setting the payslip rate precision value. You can select a value only if you have a predefined process configuration group.

Note: Use the Payroll Process Configuration task to define a Process Configuration Group, before you can use it here.

Report Results

Use the View Person Process Results task to open and view the archived data for each payroll relationship in the selected PSU or TRU.

You can view the archived data for each payroll relationship in the selected PSU or TRU. Use the following processes to roll back and rerun the archive process.

Process Rerun

There may be cases when employees are excluded from an original archive run, such as a missed vacation payout. The last payroll run for the tax year is also successfully completed. You must rerun the process to include the excluded employees.

You can rerun the process for an individual employee or a group of employees. Identify these employees and rerun the archive again. Create a payroll relationship group for the individual employee or group of employees and use the object group to rerun the process. The rerun archive process captures data for the employees excluded in the previous archive process. This process doesn't archive data that was already archived by a previous run. To archive all data once again, you must first roll back the archive process.

Process Retry

Use the retry process to archive changed, new, or otherwise not archived data for selected employees.

Process Rollback

Use the Roll Back process to remove the archived data. Sometimes rerun or retry isn’t possible. For example, if you ran the Archive End-of-Year Payroll Results process before completion of all the payroll processes. In this case, the data in the archive is not valid. To resolve this you must roll back the archive process. When you roll back the Archive End-of-Year Payroll Results, the process removes the archived data from the Oracle database. Rolling back and rerunning the Archive End-of-Year Payroll Results process reruns the process and recreates the archive completely.