The Payroll Archiver preserves payroll run information, so you can use it for accurate payroll reporting or third-party tax filing. This is a mandatory part of payroll processing if you are using the Online Payslip functionality included with Oracle Self-Service HRMS. This process logs:

• PrePayment process

• Reversals

• Balance adjustments

You must run the Payroll Archiver after you have run Payroll and Pre-Payments but before running the Cheque Writer process. You run the Payroll Archiver from the submit requests window.

The Payroll Archiver management process involves:

• Running the Payroll Archiver

• Viewing Archiver Values by payroll

• Viewing Archiver Values by assignment

• Rolling back or reversing a Pre-Pay Process archive for a specific employee

• Rolling back or reversing a Pre-Pay Process archive if you don't know the employee's name

   Archiving Data for the CFDI Payslip:

The Payroll Archiver archives the following data to report in the CFDI payslip:

• Hours value: When Hours run result value of an element entry contains decimal points, the Payroll Archiver process archives the Hours value after rounding it to the nearest integer, so that the value is reported in the CFDI payslip.

• Actual number of paid days to an employee: The Payroll Archiver process derives the number of paid days to an employee using the following rules and archives the value to report in the CFDI payslip.

  1. If the CFDI Paid Days balance is greater than zero, then the Number of Paid Days is considered the same as the CFDI Paid Days.

  2. If the CFDI Paid Days balance is less than or equal to zero:

     1. If both Social Security Quota and Profit Sharing elements are processed in the same run, then the Number of Paid Days is considered as one.

     2. If the Social Security Quota element is processed and the Profit Sharing element is not processed and the Days Basis of Quotation 1 balance is greater than zero, then the Number of Paid Days is considered as the Days Basis of Quotation one balance value.

     3. If the Profit Sharing element is processed and the Social Security Quota element is not processed and the Eligible Worked Days input value of the Profit Sharing element is greater than zero, then the Number of Paid Days is considered as the Profit Sharing Eligible Worked Days value.

     4. For all other cases, Number of Paid Days is considered as one.

• Employer RFC and the Time Percentage information entered in the CFDI Outsourcing Employer Information Assignment Extra Information Type.

• Absence elements with negative amount: The Payroll Archiver reports the following absence elements:

  • If an element with the Secondary Classification Paid Leave or Unpaid Leave or Absence due to Disease or Disability has negative amount, then it will be reported under Deductions section of the CFDI Payslip with positive amount and CFDI Payslip Code same as the one assigned to the element.

  • If an Earnings element has a positive amount and the Deduction CFDI Payslip Code "020 - Absences", it will be reported under Earnings section of the CFDI Payslip with the positive amount and the CFDI Payslip Code "038 - Other income due salaries".

  • If an Earnings element has a positive amount and the Deduction CFDI Payslip Code "006 - Disability Discount", it will be reported under Earnings section of CFDI Payslip with positive amount and CFDI Payslip Code "014 - Subsidy caused by Disabilities".

The Payroll Archiver process uses Unit of Measure and Update (UMA) as the index to check and limit the Integrated Daily Wage (IDW), which is used in reporting in the CFDI Payslip.

   To run the Payroll Archiver:

1. Select Payroll Archiver in the Name field.

2. If the parameters window does not open automatically, click in the Parameters field to open it.

3. Enter a Start Date and End Date. Oracle Payroll archives information for payroll runs that occurred in the date range you specify.

4. Select the Payroll or Consolidation Set that you want to archive data for. If you select a payroll, the Consolidation Set automatically defaults.

5. Select OK, and then Submit.

6. After running the Payroll Archiver, use the Payroll Actions Not Processed report to see any employees (and corresponding payroll processes) that were not archived but fell within the report's parameters.

   To view Archiver Values by payroll:

1. Navigate to the Payroll Process Results window.

2. Specify the name, pay period, and action type of the payroll you want to query.

3. Click Find.

4. Select the date you want to view, and click Assignment Process.

5. Select the name of the employee you want to view, and click View Results.

   The View Archive Values for the assignment appears.

6. Select any of the "Details" to view them.

   To view Archiver Values by assignment:

1. Navigate to the Assignment Process Results window.

2. Specify the name and pay period for the employee you want to query.

3. Click Find.

4. Select "Magnetic Report" type, and click View Results.

5. In the Line Level Archiver section of the View Archive Values window, you can select any of the "Details" to view them.

   To rollback or reverse a Pre-Pay Process archive for a specific employee:

Perform these steps if you want to rollback or reverse a Pre-Pay Process that has already been locked and archived by the Payroll Archiver process.

1. Open the Employee Assignment Processes window.

2. Specify the employee name.

3. Specify the pay period.

4. Click Find.

5. Locate the desired Payroll Archive.

   Its Type will include "Magnetic Report".

6. To retry this archive, click Retry.

   To reverse this archive, select the row and click Delete.

7. Save your work.

8. Locate the Pre Pay Process in your query results.

9. To retry this archive, click Retry.

   To reverse this archive, select the row and click Delete.

   To rollback or reverse a Pre-Pay Process archive if you don't know the employee's name:

Perform these steps if you want to rollback or reverse a Pre Pay Process that has already been locked and archived by the Payroll Archiver process.

1. Open the Payroll Processes window.

2. Specify the payroll name.

3. Specify the pay period.

4. Specify "Magnetic Report" as the type.

5. Click Find.

6. Locate your Payroll Archiver process from the returned list, and select its row.

7. Click Assignment Process.

   The Assignment Processes window opens, listing all actions according to employee name.

8. Select the desired row.

9. To retry this archive, click Retry.

   To reverse this archive, select the row and click Delete.