Year End Pre-Processing involves the following operations:

• Running the Year End Archiver

• Viewing archived data

• Troubleshooting archived data

• Retrying the Year End Archiver

• Rolling back the Year End Archiver

   To Run the Year End Archiver:

Run the this process from the Submit Requests window:

1. In the Request Name field, select Year End Archiver.

2. Click in the Parameters field if the Parameters box does not open automatically.

3. Specify the Year End Archiver that you want to run by selecting the Year and Legal Employer.

4. Optionally, specify the name of an assignment set that specifies the group of employees within the legal employer that need to be processed.

   You can also use the assignment set to exclude employees from processing. You must specify a value for the assignment set parameter when running the process as a part of termination processing for an employee or group of employees.

   Note: If you do not specify an assignment set, the Year End Archiver attempts to archive all employee assignments. This could create inaccuracies in your end-of-year reporting.

5. Click OK, then Submit.

6. 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 Archiver concurrently. Running these processes concurrently can result in table locking and performance issues.

   To View the Archived Data:

1. Select Assignment Process Result from the View menu.

2. Select the appropriate assignment.

3. Select "YREND ARCHIVER-XXXXX" (where XXXXX is your legal employer name).

4. Click View Results.

   The View Archived Values window opens. This displays data archived for an employee, including:

   • Database item name

   • Value archived against an assignment action

   • Any associated context (such as GRE name)

   This information is read-only.

   Note: The check box on this window indicates if the Year End Archiver was locked by any other Year End report (such as Format 37) and cannot be rolled back or marked for retry.

   Troubleshooting Archived Data:

During the archival process, the Year End Archiver reports on the number of assignments successfully archived, skipped, or in error. To view the archive's error information:

1. Open the Requests window.

2. Select your request, and click View Log.

   This displays the Year End Archiver's logfile, including counts of successful, skipped, and assignments in error.

3. Open the Payroll Processes window.

4. Query for your Year End Archiver archive:

   • Specify "%YREND ARCHIVER% as the name.

   • Specify the year end dates.

   • Specify "Magnetic Report" as the action type.

5. 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, and so on, select your archive and click Assignment Process. To view additional error information, select the assignment in error and click Message.

   To Retry the Year End Archiver:

Retrying the Year End Archiver re-archives any employee assignments that you have marked for retry.

If you have generated any of the following reports, you must first roll them back prior to retrying the Year End Archiver:

• Format 37

• Information Declaration Report (DIM)

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 legal employer, you cannot perform a retry.

1. In the Name field, select Retry Payroll Process.

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

3. In the Process Year field, enter the appropriate year.

4. In the Process Type field, select Magnetic Report.

5. In the Payroll Process field, select the appropriate Year End Archiver.

6. Click OK, then Submit.

   To Roll Back the Year End Archiver:

When you roll back the Year End Archiver, you are removing all archived data on year end balances from the system.

If you have generated any of the following reports, you must roll them back prior to rolling back the Year End Archiver:

• Format 37

• Information Declaration Report (DIM)

You roll back the Year End Archiver from the Submit Requests window.

1. In the Name field, select Rollback.

2. Click in the Parameters field if the Parameters box does not open automatically.

3. In the Process Year field, enter the appropriate year.

4. In the Process Type field, select Magnetic Report.

5. In the Payroll Process field, select the appropriate Year End Archiver roll back.

6. Click OK, then Submit.