Validation Report for Payroll

The Validation Report for Payroll checks for the following.

• Employee assignments that aren't associated with tax cards

• Employees that don't have valid work locations

• Employees with tax cards that aren't associated with tax reporting units

• Locations that don't have valid geocodes or no geocode at all

• Persons with missing national identifiers (Social Security or Individual Taxpayer ID numbers)

• Persons with missing or incomplete home or work addresses

• Pennsylvania employees missing either a home or work political subdivision (PSD) code

• Pennsylvania employees with missing home school districts

• Pennsylvania employees without Residency Certificates

• Persons missing a date-of-birth

This report is part of the US Simplified Payroll Cycle Flow. The flow pauses so you can correct these issues before running the next process. However, you can also run this report manually:

• After acquisitions

• After any mass update of people or payroll records, such as HCM Data Loader uploads

To run this process:

1. From My Client Groups, click Payroll.

2. Click Submit a Flow.

3. Select your US legislative data group.

4. Search for and select Validation Report for Payroll for the US.

Parameters

Payroll

Select the payroll for which the report is to be run.

Effective Date

Specify the first effective date of the payroll process you want to include in the report. The report uses this date to verify the data status.

Process Configuration Group

Use this to define system parameters such as number of threads, logging, and so on.

Note: Use the Payroll Process Configuration task to define a process configuration group before you can use it here.

Report Results

The report provides details of missing or noncompliant statutory data for the selected payroll statutory unit as of the selected effective as-of date. The details are at the worker or organization level.

You can view the PDF output of the report or the Excel output, as required.