Calculate Prepayments
The US Simplified Payroll Cycle flow automatically runs the Calculate Prepayments process for you.
This process:
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Calculates the distribution of payroll payments based on your employees' payment methods.
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Uses the payroll run results to calculate the gross-to-net payment.
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Locks the payroll run results to prevent changes and ensures data integrity.
Tip: To roll back run results, first roll back the Calculate Prepayments task.
For further info, see Calculate and Validate Payroll Payment Distributions for the US in the Help Center.
This process runs automatically when you run a payroll flow. If your payroll flow doesn't include this process, you must run it manually.
To run this process:
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From My Client Groups, click Payroll.
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Click Submit a Flow.
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Select your US legislative data group.
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Search for and select Calculate Prepayments.
Before You Start
During payroll processing, you must have successfully generated and verified the Gross-to-Net Report.
Process Parameters
Payroll
By default, this process runs against all payroll definitions in the selected consolidation group. To limit the run to a single payroll, select it here.
Process Start and End Date
Enter a date range that captures the effective dates of the payroll run.
Consolidation Group
To run the report against the members of a consolidation group, select it here. If you don't select a value, the process uses the default consolidation group assigned to the payroll.
For further info, see Consolidation Groups for the US in the Help Center.
Organization Payment Method
By default, this process runs against all organization payment methods (OPMs). To limit the run to a single OPM, select it here.
Payment Source
Select a payment source to restrict the process results. Leave blank to process all.
Process Configuration GroupUse this field to verify deduction balances for persons belonging to a specific payroll relationship group.