Diagnostic Tests for the US

Use these tests to diagnose a variety of issues including payroll employment setup issues.

You must have an application implementation consultant job role to access the Diagnostic Dashboard.

Note: The tests use JavaScript and require that you use a JavaScript-enabled browser to run them.

To run the diagnostic tests:

Sign in with an application implementation consultant job role.
From the Navigator, click Show More.
Under Tools, click Diagnostic Dashboard.
Search for a type of test in Search for Tests.

For example, enter Payroll as the test field name.
Choose the test you want to run.
View the results of the test in the browser.

You can also search for and run other types of diagnostic tests such as benefits or HR.

Affordable Care Act Tests

Person Benefit Diagnostic Report

This test uses these parameters.

Person ID

To run the report for a single person, enter the person ID, otherwise enter 0 to report on all employees.
Effective date

It displays these details.

Value name	What it means
Person	Full name of the employee.
Address	Employee's home address.
Assignment	Current work assignments.
Benefits relationship	Current benefits relationships.
Periods of service	Periods covered by benefits.
Potential life events	List of life events for the combination of the life event name, life event occurred date, and benefit relationship.
Life events	Events include birth, death, adoption, marriage, divorce.
Enrolled program	Benefits program name.
Enrollment result date	Enrollment date that the employee enrolled for benefits or the date they were given the benefits.
Enrollment result amount	Lists the rate name, element entry ID, rate value, annual value, benefit relationship ID, and other items related to the amount of the enrollment.
Dependent enrollment	Benefits enrollment for the employees or dependents.
Beneficiary enrollment	Benefits enrollment for the employee's beneficiary.
Action items for suspended enrollments and interim details	List of outstanding action items for an enrollment including the due dates.
Payroll	Lists the elements related to payroll including the program, plan, element ID, element name, and value.

Calculation Card Tests

US Payroll Person Calculation Card Diagnostics

This test uses these parameters.

Developer Mode
person_number

It provides diagnostic info related to a person's calculation cards. This applies to any personal calculation card, including their Tax Withholding card, Involuntary Deductions card, and Employee Earnings Distribution card.

The result of running the test is a series of tables that identify the type of info and the source table name. The following table lists the available info for this test.

Details	Source Table Name
Payroll relationship details	PAY_PAY_RELATIONSHIPS_DN PAY_PAY_RELATIONSHIPS_F
Payroll relationship group details	PAY_REL_GROUPS_DN
Assigned payrolls	PAY_ASSIGNED_PAYROLLS_DN
Calculation card details	PAY_DIR_CARDS_F
Calculation card components details	PAY_DIR_CARD_COMPONENTS_F
Calculation card components flexfield details	PAY_DIR_COMP_DETAILS_F
Calculation card flexible relationships	PAY_DIR_CARD_COMP_DEFS_F
Calculation card value definitions and range items
Reporting card details	PAY_DIR_REP_CARDS_F
Reporting card usage information	PAY_DIR_REP_CARD_USAGES_F
Pay element entries details	PAY_ELEMENT_ENTRIES_F
Pay element entry values	PAY_ELEMENT_ENTRY_VALUES_F
Pay entry usages	PAY_ENTRY_USAGES
Pay dates information	PAY_DATES
Pay time definition details	PAY_TIME_DEFINITIONS

US Payroll Tax Card Component Validation

This test uses the Developer Mode parameter and checks whether employees have the tax card setup correctly.

It produces a list of employees. If the list has no entries, all employees have a Tax Withholding card. Otherwise, the output lists the name and payroll relationship number for each employee that meets this criteria.

US Employees who don't have a tax card
US Employees with tax cards but no associations listed
Employees with multiple associations created for the same payroll assignment, possibly in multiple tax cards
Employees with duplicate tax cards
Multiple tax reporting units (TRUs) with the same assignment

US Payroll Tax Card Validation

This test uses the Developer Mode parameter and checks whether employees have the tax card component setup correctly.

The results list:

Employees with a Pennsylvania presence that don't have Pennsylvania regional component
Employees that have a Pennsylvania component, but the component details are incorrect
Employees with a tax card where the state unemployment insurance (SUI) state is missing
Employees with a tax card that lists Federal components, such as Medicare or unemployment insurance, but the corresponding component detail records are missing
Employees whose effective work addresses don't match the tax card primary address for SUI or state disability insurance (SDI)
Employees that have invalid tax card associations

Earnings Validations

US Payroll Elements Setup Validation

This test uses the Developer Mode parameter and checks whether your Standard Earnings elements are correctly configured.

The results list:

Standard Earnings elements that aren't feeding the Overtime Earning balances
Standard Earnings premium elements that are incorrectly marked as Process Separate

Geocode Maintenance

US HR and Payroll Geography Loader Details Test

This test uses the Developer Mode parameter and checks the geography loader audit info.

The results list:

How many times the loader ran
The count of rows in the hz_geographies table

This entry tells you the number of geographies loaded.
Geocode count of hz_geographies

This entry tells you the number of unique geocodes that are used.
File info about the source file from Vertex used to load the data

This entry includes the version and file location.
Geography file version
Audit state

This table lists the ID, type such as state, and name such as CA.
User-created data

This info includes the geography type, such as city, the name, such as Airport Mail Facility, the use such as shipping, the country code such as US, and geography element such as United States.

US HR and Payroll Geography Diagnostics Details

This test uses these parameters.

Developer mode
State name
County name
City name
ZIP Code

It checks the geography details based on the given parameters.

The results list a table of entries that match the parameters.

Geographies that match the given parameters
The ZIP Code for the required state and county parameters

US HR and Payroll Geography Setup and Health Check Report

This test uses the Developer Mode parameter and checks the HR and payroll geography configuration details.

The results list:

Payroll license of the customer
Duplicate cities in the geography data
Duplicate counties in the geography data
Duplicate states in the geography data
Checks that the geography hierarchy is properly defined

The hierarchy is country, state, country, city, and ZIP Code.

US HR and Payroll Geography Type Validity

This test uses these parameters.

Developer mode
Geography type (such as city)
Geography value (such as a city name)

It requires one of the following: a city, county, state, or ZIP Code. It lists the geography info for the selected parameter.

The results list:

Geography identifier and city values
Geography ID and country
Customer state
Customer county

Involuntary Deductions Validations

Involuntary Deductions Card Validation

This test uses the Developer Mode parameter and checks employees with involuntary deduction configuration issues.

It checks these details.

Employees with the same values for order amount payee and external processing fee payee
Employees with the same reference number for child and spousal support card components
Employees having only an additional order amount override
Employees having duplicate override entries in card components

US e-IWO HDL Loader Diagnostic Details

This test uses these parameters.

Developer Mode
Inbound File Name
Start Date
End Date

This test checks the e-IWO data integrity info after HCM Data Loader process.

It provides details about the following e-IWO items.

Details	What it means
Order information	Lists data related to the involuntary order.
Amount information	Lists the amounts for the involuntary order.
Process information	Lists info related to the inbound load process.
e-IWO deduction card information	Lists the processes loaded to the involuntary deduction card.

US e-IWO Process Diagnostic Details

This test uses these parameters.

Developer Mode
Inbound File Name
Start Date
End Date

It provides these diagnostic details of the e-IWO process.

Acknowledged orders with a status of Failed or Undefined
Transferred orders with a status of Failed or Undefined
Employer-initiated orders with an undefined last payment amount
Invalid orders without a primary error code
Invalid orders due to inconsistent frequency codes (Error Code X)
Invalid orders due to inconsistent obligation amounts (Error Code X)
Valid orders that didn't transfer after the specified number of days

This test checks for orders that weren't transferred within number of days specified by the involuntary order. It specifies within how many days to start withholding after the income withholding start date.
Valid orders that weren't acknowledged after 15 days
Employee-initiated orders that weren't acknowledged after 15 days
Order issuing state isn't the same as work state

US e-IWO UDT Configuration Diagnostic Details

This test uses the Developer Mode parameter and checks the e-IWO data configuration info in the user-defined table.

It checks these details.

Spousal or child support element name missing
Order amount payee name missing
Primary federal employer identification number (EIN) missing or multiple federal EIN values
Different value set with multiple legislative data groups (LDGs).

Load Payroll Tax Information Tests

US Payroll JIT Validation

This test uses the Developer Mode parameter and provides the jurisdiction information table (JIT) configuration details. These items are loaded as part of the monthly job you run to update the data from Vertex.

The results list:

JIT file version
Value definitions

Such as, state tax, federal tax, county tax, and city tax. This table includes a count of each type of value.
Lists the range items and provides the number of each one
Lists the calculation units and provides the number of each one
Number of active school districts
Number of active PSD codes
Number of townships
Lists the full name, ID, payroll relationship number, start date, school district and PSD details for each employee who has a Pennsylvania Residency Certification card.
Lists the person details of employees who have Pennsylvania Residency Certification cards that list invalid school districts or PSD details

Payroll Batch Loader Tests

US Payroll Batch Diagnostics

This test uses these parameters.

Developer Mode
Batch name
Payroll relationship number

It provides diagnostic data on batch loader runs, including batch name, task, header details, and payroll relationship number.

Pennsylvania Act 32 Checks

US Payroll JIT Diagnostics

This JIT test uses these parameters.

Developer Mode
person_number

It provides the JIT-related school district and Political Subdivision (PSD) details related to a given person number. It checks for an employee with a Pennsylvania Residency Certification card and validates those details.

US Payroll JIT PSD CODE Diagnostics

This test uses these parameters.

Developer Mode
psd_code

It provides the JIT-related school district and PSD details related to a given PSD code and validates those details.

Workforce Record Diagnostics

US Payroll Person Diagnostics

This test uses these parameters.

Developer Mode
person_number

It provides diagnostic data related to a given person number, including their full employment history and all changes made to their employment data.

The result of running the test is a series of tables that identify the type of info and the source table name. The following table lists the available info for this test.

Details	Source Table Name
Person ID, email address, phone number, and other details	PER_ALL_PEOPLE_F
Date of birth	PER_PERSONS
Legislative information	PER_PEOPLE_LEGISLATIVE_F
Working relationships	PER_PERIODS_OF_SERVICE
Payroll relationships	PAY_PAY_RELATIONSHIPS_DN
Assignment details	PER_ALL_ASSIGNMENTS_M
Location details	HR_LOCATIONS_ALL_F
Location address details	PER_LOC_ADDRESS_USAGES_F
Address details	PER_PERSON_ADDR_USAGES_F
Legal employers	PER_LEGAL_EMPLOYERS
Payroll statutory units	PER_PAYROLL_STATUTORY_UNITS
Tax reporting units	PER_TAX_REPORTING_UNITS

Workforce Structure Tests

US Federal Tax Registration Check for TRUs

This test uses the LDG as a parameter. It displays the list of TRUs that don't have the United States Federal Tax registration.