Archive End-of-Year Payroll Results
Use the Archive End-of-Year Payroll Results report to retrieve and archive employee and employer information necessary for year-end statutory reporting.
Use the Submit a Payroll Flow quick action under the My Client Groups tab to run this report.
When to Run the Report
Run the report at the end of the year and after the payroll calculation is complete.
Parameters to Consider
| Parameter Name | Description |
|---|---|
| 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. |
| Consolidation Group | Use this field to run the report for a consolidation group. For example, you can use this field to run this report for a subset of payrolls. You can select a value only if you have a predefined consolidation group. |
| 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. |
| 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. |
Report Output
Use the View Person Process Results task to open and view the archived data for each payroll relationship in the selected PSU or TRU. After you have reviewed the results you can try any of these options to refine your results.
Process Rerun
You may have employees who are excluded from the original archive run, such as a missed vacation payout. The last payroll run for the tax year is successfully completed. You must then rerun the the Archive End-of-Year Payroll Results report to include the excluded employees.
You can rerun the process for an individual employee or a group of employees. Identify the excluded employees and create a payroll relationship group for the individual employee or group of employees and use the object group to rerun the report. The rerun archive process captures data for the employees excluded in the previous archive process. This process doesn't archive data that's already archived by a previous run. To archive data for all the employees 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 and regerate the archive data all over again. 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.