Maintaining year end parameters

The Maintain Year End Parameters action lets you copy parameters from one year to the next, and from one legal entity to another legal entity. You can also delete all parameters or copy them to another year. A report shows the year end parameters that are copied or deleted. If existing records are replaced, the replaced values and descriptions are printed to the report. If you encounter errors, no updates are made and the errors are printed to an error report.
  1. Select Payroll Administrator > Regulatory Reporting > Year End Reporting > Employee Configurable Fields
    or
    Select Payroll Administrator > Regulatory Reporting > Year End Reporting > Tax Authority Configurable Fields
    or
    Select Payroll Administrator > Regulatory Reporting > Year End Reporting > Year End Configurable Fields
  2. Click Maintain Year End Parameters.
  3. Specify this information:
    Report Option
    Select a report option. These options are available:
    • Copy-- Only values populated in the Payroll Year and Legal Entity fields are copied over to the Payroll Year and Legal Entity fields indicated in the Copy To section. Fields to be copied in the Tax Authority Configurable Fields and Year End Configurable Fields sections are based on the items selected.
    • Delete-- This option prevents the Payroll Year and Legal Entity fields from being populated. All fields that are within a section are deleted unless certain fields are specified.
    • Replace-- The Payroll Year or Legal Entity field must be specified for this report option. All fields are copied from the originating Payroll Year or Legal Entity field.
    Payroll Year
    Specify the payroll year for the existing year end parameters you want to copy or replace.
    Record Selection
    Choose whether to select all legal entities or a single legal entity.
    Topic
    If you are copying, deleting or replacing parameters in Tax Authority Configurable Fields or Year End Configurable Fields, you can select a specific section or select specific fields within the section that you want to copy, delete, or replace.
  4. If you are copying or replacing parameters, use the Copy To or Replace section to specify these fields:
    Payroll Year
    Specify the payroll year to copy or replace
    Legal Entity
    Specify the legal entity to copy or replace.
  5. Click Submit.
  6. Repeat these steps to run the Maintain Year End Parameters action in each location that it appears.