Regional Pay Data Report for the US

This flow captures employee payroll earnings and hours data from the storage table and formats it into an output file suitable for submission to the appropriate state authority.

Run this flow each year according to the state's reporting schedule.

Note: This process supports only California's Pay Data report.

To run this flow:

From My Client Groups, click Payroll.
Click Submit a Flow.
Select your US legislative data group (LDG).
Search for and select Regional Pay Data Report.

Before You Begin

Ensure you have configured the employee payroll data, defined balance feeds, and loaded the pay data to the storage tables.

If you have included the location in last year's pay data report, use the Locations task to mark it as such.

For additional info, see Overview of California Pay Data Reporting in the Help Center.

Flow Parameters

Set the following.

Field name	How you use it
Legal Employer	Select a parent legal employer to report all employees attached to it and any child legal employers.
Establishment Employer Type	Select Multiple if you have multiple establishments. Otherwise, select Single.
Reporting Period Start Date	Specify the start of the reporting period.
Reporting Period End Date	Specify the end of the reporting period.
Contact Title	Use to override the contact information. The default is the HR Representative title specified on the TRU contact info.
Contact Name	Use to override the contact information. The default is the HR Representative name as specified on the TRU contact info.
Contact Phone Number	Use to override the contact info. The default is the HR Representative phone number as specified on the TRU contact info.
Contact Address Line 1	Use to override the contact info. The default is the HR Representative address as specified on the TRU contact info.
Contact City	Use to override the contact info. The default is the HR Representative city as specified on the TRU contact info.
Contact State	Use to override the contact info. The default is the HR Representative state as specified on the TRU contact info.
Contact Country	Use to override the contact info. The default is the HR Representative as specified on the TRU contact info.
ZIP Postal Code	Use to override the contact info. The default is the HR Representative as specified on the TRU contact info.
Contact Email	Use to override the contact info. The default is the HR Representative email address as specified on the TRU contact info.
Process Configuration Group	Use this field to process payroll data for persons belonging to a specific payroll relationship group.

Flow Results

This process creates the following output files.

Output report	What it's for
CSV Upload File	This is the file you submit to the California Department of Fair Employment and Housing (DFEH).
Audit Report	This CSV file contains diagnostic info in pages organized by: Number of Employees Number of Hours Use this file to reconcile by locations.
Exception Report	This PDF file contains any errors captured during the flow run. It lists the employees excluded from the report and the errors that caused this.
Employee Detail Report	This CSV file contains the regional pay data info, sorted by employee.