To Run the Year End Pre-Process:Year End Pre-Processing involves the following operations:
To Run the Year End Pre-Process:Run this process from the Submit Request window:
In the Request Name field, select Year End Pre-Process.
Click in the Parameters field if the parameters window does not automatically open.
Specify the Year End Pre-Process that you want to run by selecting the Year and Government Reporting Entity.
Click OK, then Submit.
On completion of the process, check the logfile for counts of successful, skipped, and assignments in error.
Note: Do not run the Payroll Process and Year End Pre Process concurrently. Running the processes concurrently can result in table locking and performance issues.
To View the Archived Data:Select Assignment Process Result from the View menu.
Select the appropriate assignment.
Select "Federal-YREND-XXXXX" (where XXXXX is your GRE name).
Click View Results.
The View Archived Values window opens. This window displays data archived for an employee, including:
Database item name
Values archived against an assignment action
Any associated context (such as Jurisdiction Code for State Income Tax)
This information is read-only.
Note: The check box on this window indicates if the Year End Pre-Process was locked by a magnetic media process (such as Federal W-2 Magnetic Media) and cannot be rolled back or marked for retry.
Troubleshooting Archived Data:During the archival process, the Year End Pre-Process reports on the number of assignments successfully archived, skipped, or in error. To view the archived error information:
Open the Requests window.
Select your request, and click View Log.
This displays the Year End Pre-Process's logfile, including counts of successful, skipped, and assignments in error.
Open the Payroll Processes window.
Query your archived Year End Pre-Process:
Specify "%YREND% as the name.
Specify the year end dates.
Specify "Magnetic Report" as the action type.
Click Find.
Oracle Payroll returns a list of all archives matching your search criteria.
To view detailed process status, select your archive and click Process Info.
For error information, select your archive and click Message.
To see a list of all assignments completed, skipped, in error, select your archived process and click Assignment Process. To view additional error information, select the assignment in error and click Message.
To Retry the Year End Pre-Process:Retrying the Year End Pre-Process re-archives any employee assignments that you marked for retry.
If you generated any of the following reports, you must first roll back the process prior to retrying the Year End Pre-Process:
Federal W-2 Magnetic Media report
State W-2 Magnetic Media report
Federal 1099-R Magnetic Media report
State 1099-R Magnetic Media report
Mark assignments for retry in the Employee Assignment Process window. You can also run this process for an assignment set but not for a dynamic assignment set. If there are no employees in the GRE, you cannot perform a retry.
In the Name field, select Retry US Payroll Process.
Click in the Parameters field if the parameters window does not automatically open.
In the Process Year field, enter the appropriate year.
In the Process Type field, select Magnetic Report.
In the Payroll Process field, select the appropriate Year End Pre-Process.
Click OK, then Submit.
To roll back the Year End Pre-Process:When you roll back the Year End Pre-Process, you are removing all archived data on year end balances from the system.
If you generated any of the following reports, you must roll back the process prior to rolling back the Year End Pre-Process:
Federal W-2 Magnetic Media report
State W-2 Magnetic Media report
Federal 1099-R Magnetic Media report
State 1099-R Magnetic Media report
You can roll back the Year End Pre-process using the Rollback US SPWL process. See: Running the Rollback US SPWL Process