Identifying Missing Employees to Add to the Year End Preprocess

To add employees who were hired and processed after you ran the Year End Preprocess, run the Year End Archive Missing Assignments Report. This report identifies employees who were not picked up by the Year End Preprocess but are now eligible for processing. This report adds these missing employees to an assignment set.

After you have identified any omitted employee assignments, run the Add Assignment Actions to Year End Preprocess process to add them to the Year End Preprocess (YEPP).

Note: The Year End Archive Missing Assignments Report only identifies employees for federal reporting (T4 and T4A).

arrow icon   To run the Year End Archive Missing Assignments Report:

  1. Select the Reporting Year from the list of values.

  2. Select the Report Type from the list of values.

  3. Select the GRE Archived by Year End Preprocess.

  4. Enter an assignment set that represents your missing employees.

  5. Select the Output File Type. You can choose between Comma Delimited and HTML formats.

    The report displays the year, GRE, employee name, Social Insurance/Social Security Number, and assignment number of the employees who were not previously archived by the preprocess.

    The next step is to run the Add Assignment Actions to Year End Preprocess, which picks up the assignments from the assignment set.

arrow icon   To run the Add Assignment Actions to Year End Preprocess:

This process picks up the specified assignments that have been marked for retry and archives them in the YEPP.

  1. In the Request Name field, select Add Assignment Actions to Year End Preprocess.

  2. Click in the Parameters field if the Parameters window does not automatically appear.

  3. Select the Reporting Year from the list of values.

  4. Select the Report Type from the list of values.

    Whether the GRE or PRE field is activated depends on what you chose here.

  5. Specify the GRE or PRE whose YEPP archive you want to amend.

  6. Specify the assignment set created when you ran the Year End Archive Missing Assignments Report report.

  7. Choose the output file type. You can choose between comma separated values (CSV) and HTML formats.

    When you run the Retry Payroll Process for the Year End Preprocess, it archives the data for the new assignments.

  8. Click Save and then Submit.

  9. Run the Retry Payroll Process to archive the data for the new assignments.