Maintaining year-end parameters

Use the Maintain Year End Parameters action to 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 errors are displayed, no updates are made and the errors are printed to an error report.

Select Payroll.
Select Administration.
Click the Reports tab.
In the Regulatory pane, click Year End.
In the Setup pane, click Employee Configurable Fields, Tax Authority Configurable Fields, or Year End Configurable Fields.
Click Maintain Year End Parameters.
Specify this information:
Report Option
Select a report option. These options are available:
- Copy: Employee Configurable Fields for the specified Payroll Year and Legal Entity are copied to the Payroll Year and Legal Entity 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 selected items.
- 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 to be copied or replaced.

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 section or fields within the section to copy, delete, or replace.
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 be copied or replaced.

Legal Entity

Specify the legal entity to be copied or replaced.
Click Submit.
Repeat these steps to run the Maintain Year End Parameters action in each location that it is displayed.