The Year End Pre-Process is the Oracle Payroll utility that archives employee and employer data for a specific year and GRE. Once archived, this data is available for end of year reporting. The system archives the data from the Year End Pre-Process so you can regenerate year end reports.
The Year End Pre-Process archives any employee records with non-zero values for any of the following balances for the selected year:
Gross Earnings
W2 Nontax Sick
W2 Expense Reimb
W2 Qual Move
W2 No Gross Earnings
If you have employees without gross earnings that you want the Year End Pre-Process to archive, you must create a balance feed to the W2 No Gross Earnings balance.
Running the Year End Pre-Process creates a log file that lists the numbers of assignments that were skipped, in error, and processed successfully.
Note: You do not need to run a payroll run to have the year end process produce output, such as a Federal 1099R magnetic file, if you have generated a non-zero value for the balance by running a process that creates a balance (reversal, balance adjustment, Quick pay, or balance initialization).
Use the View Archive window to view any employee or assignment data archived by the Year End Pre-Process. However, you cannot query for employer-level data that you have archived or stored against the payroll action. This window also displays any associated context code (such as Jurisdiction Code for State Income Tax).
This information is read-only. You cannot modify or update the data from this window. For instructions on how to run, retry, view, and rollback this information, see: Managing the Year End Pre-Process.
If an employee's record has changes after you run the Year End Pre-Process, you can retry the Year End Pre-Process for that employee. It is not necessary to rerun the entire process. In instances where large numbers of employees' balances change after the Year End Pre Process is run, it may be easier to rollback the Year End Pre-Process and re-run to include the balance updates.
You mark individual assignments for retry in the Employee Assignment Process window. You can also retry a payroll process for an assignment set but not for a dynamic assignment set.
You re-archive employer data by marking the payroll action for retry in the Payroll Process Results window and then retrying the process by selecting Retry US Payroll Process from the Submit Requests window. If no employees are assigned to a GRE, the Year End Pre-Process archives only employee data. In this case, you cannot re-archive employee data through the Retry US Payroll Process. You must roll back and then rerun the Year End Pre-Process.