EnterpriseOne Canadian Payroll Year-End Processing for 2008 (planned)

 

What you will learn:

This one-day course consists of hands-on instruction on identifying data integrity issues, setting up year-end information, entering tax and wage adjustments, setting up print programs, generating year-end forms and files, and archiving year-end information to history.

 

This course provides students with in-depth knowledge of the year-end process. Students use the year-end workbench, which enables them to access all steps of the process from a centralized location.

 

Upon completion of the course, students will understand how to prepare data for year-end processing, how to set up year-end processing, and how to report year-end information to employees and government agencies.

 

Learn To:

• Process year-end rollovers

• Verify history integrity

• Repost historical information

• Generate the year-end workfile

• Create year-end forms and files

• Archive year-end information

 

Audience:

• End Users

• Functional Implementer

• Reports Developer

 

Prerequisites:

Required Prerequisites:

• Knowledge of the payroll system

• Payroll for US and Canada Rel. 8.12

 

Course Objectives:

• Describe the year-end process

• Describe the year-end setup requirements

• Process year-end rollovers

• Verify history integrity

• Repost historical information

• Set up year-end processing

• Generate the year-end workfile

• Report year-end information

 

Course Topics:

Business Process Overview

• Describing the Features of the Payroll Year-End Module

• Describing the Year-End Process Flow

 

Processing Year-End Rollovers

• Describing Year-End Rollovers

• Submitting Year-End Rollovers

 

Verifying Payroll History Integrity

• Describing the Types of Payroll History

• Describing the Canadian Payroll History Audit Report

 

Verifying Tax History Integrity

• Identifying Tax History Integrity Errors

• Correcting Tax History Integrity Errors

 

Verifying Employment Insurance History Integrity

• Describing EI History Integrity

• Generating the EI Integrity Report

• Generating the F06176 Hour Validation Report

• Revising EI History

 

Reposting Historical Information

• Describing the Tax Area Transaction History Repost

• Describing the Tax Ledger Repost

 

Setting Up Year-End Forms

• Describing the Year-End Setup Requirements

• Describing the Process for Setting Up Year-End Forms

• Describing the Special Handling Setup

• Describing the Special Handling Copy Process

 

Setting Up Pension Records

• Describing Pension Records

• Describing the Pension Batch Maintenance Update

• Generating Individual Pension Records

 

Creating a Year-End Workfile

• Creating a Year-End Workfile

• Setting Up Year-End Reports, Forms, and Magnetic Media

Adjusting Year-End Forms

• Reviewing the Year-End Workfile

• Adjusting the Year-End Workfile

• Resetting the Year-End Workfile

 

Printing Year-End Reports and Forms

• Describing Year-End Reporting

• Reviewing Workfile Integrity Reports

• Submitting Year-End Reports and Forms

 

Generating Year-End Magnetic Media

• Describing Magnetic Media Reporting

• Generating Magnetic Media Flat Files

• Generating XML Files

 

Archiving Year-End Information

• Performing the Year-End Archive Process

• Amending Archived Information