Enabling the new payroll close process

If you are upgrading to version 5.0.5.0 or higher from a previous version, perform these tasks to enable payroll close process functionality as described in this guide.

These steps may require the help of Infor Consulting Services.

  1. Ensure that all required field values are set for existing pay groups. Existing pay groups must be edited to ensure that these field values are set correctly:
    • Automatically advance Hands Off date on payroll close
    • Adjustment Offset (days)
    • Number of days to create pay periods into the future
    • Lock Down Date
    • Automatically advance date on payroll close
    • Timesheet Lockout
    • Automatically advance date on payroll close
    • Payroll administrator

    See Pay groups.

  2. Ensure that the Payroll Export Enhanced Task is referencing the correct plug-in. See Verifying the Payroll Export Enhanced Task plug-in.
  3. Change the Pay Group maintenance form to use the new pay group page. See Adjusting your Pay Group maintenance form.
  4. Set security permissions. See Setting security permissions.
  5. Disable the old Payroll Export task. See Disable the old Payroll Export task.
  6. Schedule the new Payroll Export Enhanced Task to run as required. See Payroll Export Enhanced Task (Job Scheduler).
  7. Schedule the Asynchronous Processing Task to run as required. See Asynchronous Processing Task.